Digital White Papers

USING DESIGN TO IMPROVE KM CASE STUDY Here is an example of the map created for the CLE Manager adding a new event to the CLE calendar: STIKEMAN ELLIOTT 1. A Title of CLE Session/Event B Detailed Description of CLE Session C + CLE Manager accesses CLE calendar to add new CLE event 4. 3. ADD NEW CLE EVENT FORM 2. Date of Session D Length of Session E Recurring Event? F Office G Location H Presenters Once saved,and published, the event is added to the CLE calendar INTRANET 1. Creating a New CLE Event 2. We'll need a button on the CLE calendar for "Add a New Event" 3. Add New CLE Event Form • Query whether form needs to be bilingual • Need to be able to save a draft as mandatory information is tracked down A.Field Label = Title of CLE Session • Mandatory free-text field B. Field Label = Detailed Description of CLE Session/ Event • Free-text field (description can be long, so field needs to be large) Time of Session Yes 5. No If CLE materials have not been linked within five days after session date, an email/alert will be sent to the CLE Manager reminding him/ her to complete the information ADD MORE I CLE Stream J CPD Eligibility Information K CLE Materials 6. ADD MORE Field Label = Time of Session • Time field to indicate start time of session D.Field Label = Length of Session • Drop-down to select time length of session E. Field Label = Recurring Event • It is possible the same event will reoccur (e.g., practice group meeting). • Different materials may be needed for each session. How will this work? F. Field Label = Office • Drop-down to select one from our list of offices G.Field Label = Location • Free-text field to specify the boardroom • Should we use a drop-down and prepopulate the options based on which office is selected? "We print out copies of the cast of characters and distribute it at every meeting. Until the user is precisely defined, the programmer can always imagine that he is the user." — Alan Cooper, "The Inmates are Running the Asylum" SAVE DRAFT SAVE & PUBLISH C. Field Label = Date of Session • Date field to indicate date of session 2. Don't forget who you're designing for. Your technology team — or third-party vendor — doesn't know your lawyers and how they work as well as you do. During the discovery and research phase, develop a set of personas representative of your end users. Embed them with deep insights that can act as ongoing reminders of who you're designing for. Align them to your design goals and business objectives to focus teams and project meetings on solving real problems and user frustrations. H.Field Label = Presenters • This should be a lookup field tied to InterAction • External presenters should be entered into InterAction to be available in this field I. Field Label = CLE Stream • We have several CLE streams which will need to act as filters so lawyers and assistants can find CLE sessions they're interested in • Ideally, this would be a multiselect field, but we need to discuss further • CLE Manager will provide list of streams The CLE Manager can link CLE materials through the edit functionality (see user requirements for managing the CLE calendar) K.Field Label = Link to CLE Materials • Materials can range from agendas to presentation slides to video • Materials need to be "housed" outside the calendar (e.g., seminar materials belong in the KM system) 4. CLE Calendar 5. It's possible materials might not be ready when event is created, so we need a way to remind CLE Manager to link to materials if it hasn't been done 6. Links to Materials J. Field Label = CPD Eligibility • Free-text field for CLE Manager to indicate amount of credit session is worth 3. Top tasks, top tasks, top tasks. The interfaces we build for our lawyers and staff should be goal-oriented. They're used to getting things done, and almost always with a sense of urgency. There's not a lot of surfing time in our law firms, so make sure the UX is designed with the top tasks front and center. "Every website has a large range of tiny tasks. Carefully managed, these tasks have the potential to deliver value, but they also have the real

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