AM LAW 100 TOP PROCESS IMPROVEMENT IDEAS

AM LAW 100 TOP PROCESS IMPROVEMENT IDEAS

As President of CRE8 Independent Consultants, I regularly assist Am Law 100 Managing Partners and Executive Directors in improving firm practices, operations, and processes.  As such, I am routinely asked what are the top law firm improvement ideas. Here is my list for 2023. Reduce Friction.  Many firms look at matter and operational interactions as separate touchpoints with the client.  However, for General Counsel, there is one firm to rate and decide to engage. One way to improve the firm…

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Is How Your Organization Is Storing Content Causing Operational, IG, Audit, Regulatory, & Litigation Risk?

Is How Your Organization Is Storing Content Causing Operational, IG, Audit, Regulatory, & Litigation Risk?

In 2023, an area of focus for operational improvement, information governance, legal departments, auditors, regulators, and, yes, those bringing lawsuits against your organization is how and where your employees are storing company information and unstructured content (emails, documents, photos, videos, spreadsheets, presentations, blueprints, maps, texts, voice mails, etc.) in their corporate email, personal email, network drives, data systems, ECM systems, collaboration platforms, cell phones, handheld devices, copy machines, and paper files. We find most organizations have 12 to over 25…

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How To Hire An ECM Consultant?

How To Hire An ECM Consultant?

Reason For ECM Consultant After specializing in the ECM industry for the past 25 years, I believe to be effective, an Electronic Content Management consultant must provide guidance, leadership, expertise in ECM and related digital technologies, business process improvement, and records information management/governance.   Today, ECM and related technologies include various tools, including capture, recognition, machine learning, content management, e-signature, e-forms, workflow, robotic process automation (RPA), AI, and electronic records management.    To be successful, an ECM consultant should be…

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Why is a Digital Workflow Consultant Important?

Why is a Digital Workflow Consultant Important?

Digital Workflow – A Powerful Tool From internal operations – to the customer – to interactions with vendors, workflow technology automation can smash paradigms and innovate your organization. Workflow technology can produce significant improvement for Operations, Finance, Human Resources, Administration, Legal, Sales/Marketing, and Other Departments. Studies show that when properly deployed, workflow technology can improve a process from 25% to 75%, resulting in a return on investment of up to 10x.   When not deployed correctly workflow can actually harm processes….

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Digital Transformation Consultant, Roles, and Responsibilities

Digital Transformation Consultant, Roles, and Responsibilities

A Powerful Tool Digital transformation is a powerful tool to automate manual tasks, lower costs, and improve your relationship with your customer.  Studies show that if planned for correctly, digital transformation will provide a return on investment from 25% to 10x. However, if not planned for correctly and you engage vendors, it’s like getting in a cab with no destination. while the meter keeps running. How To Be Successful? The number one key to being successful with digital technologies?  Selection…

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Process Improvement Checklist for Housing Authorities 2022-2023

Process Improvement Checklist for Housing Authorities 2022-2023

Focus on improving core Housing Authority processes, including Admissions, Asset Management, Development, Executive, Finance, Human Resources, IPS, Office Operations, Procurement, Property Management,  Risk Management, and Safety.   Identify programs that are “similar” but use different forms and processes.  Determine if critical processes are fully documented and followed, so work will be completed consistently. Measure if re-work occurs when mistakes are made. Tip: Blueprint current processes and identify ways the process can be changed (the way people work) to reduce waiting time, unnecessary…

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PUBLIC HOUSING AUTHORITY IMPROVEMENT PLANNING CHECKLIST FOR 2021-2022

PUBLIC HOUSING AUTHORITY IMPROVEMENT PLANNING CHECKLIST FOR 2021-2022

As independent consultants, we help Public Housing Authorities improve their operations, processes, people, and technology base. Based upon this work and the HA polls we have been conducting, here is our Housing Authority 2021-2022 improvement planning checklist. Focus on improving core Housing Authority processes, including Admissions, Asset Management, Development, Executive, Finance, Human Resources, IPS, Office Operations, Procurement, Property Management,  Risk Management, and Safety.   Identify programs that are “similar” but use different forms and processes.  Determine if critical processes are fully…

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How to Properly Plan For Records Management in M365 and Why is That Important?

How to Properly Plan For Records Management in M365 and Why is That Important?

Today, organizations are asking how to properly set up records management in M365 for modules such as Outlook, Teams, Sharepoint, and Compliance Center. In a recent poll we conducted, the number one type of planning stated as required to ensure successful deployment of MS365 SharePoint is Governance/ Compliance. Unfortunately, surveys find that less than 50% of organizations have fully developed their ECM requirements before implementation. and only 13% have set up compliance center for the majority of their organization. What…

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What Are the Signs Your Law Firm Needs Process Improvement in 2021?

What Are the Signs Your Law Firm Needs Process Improvement in 2021?

One clear message from General Legal Counsel is, “law firms must lower fees and follow increasingly restrictive guidelines.” In addition, law firms are now being asked what type of process improvement framework, the firm is deploying. This CRE8 Independent Consultant white paper focuses on internal and external signs that require law firm process improvement and provides a discussion of methodologies, areas, and framework. Areas of the white paper include the following. What are the signs that your firm needs process…

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HOW TO DEVELOP A MICROSOFT M365 DIGITAL TRANSFORMATION STRATEGY PLAN (FREE ON-DEMAND PRESENTATION)

HOW TO DEVELOP A MICROSOFT M365 DIGITAL TRANSFORMATION STRATEGY PLAN (FREE ON-DEMAND PRESENTATION)

Today, executives ask what is included in M365 and how can they achieve the maximum benefit possible from this platform?   End users, service providers, and independent consultants find that a well-thought-out M365 Digital Transformation Strategy will allow for significant organizational improvement. However, if not planned for correctly, M365 sprawl (un-planned, un-managed and un-coordinated growth) will occur, and operational efficiencies/governance benefits possible will be lost. Unfortunately, this is the current case for many organizations. We invite you to join Jordan…

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