P2P

53 I L T A N E T . O R G know to get working right away. Then build upon this as time goes by as they become more familiar with the software. Training should be according to user role and skill level. For example, you may have designated some users as power users at the outset as they will be in the platform more often and need (and or want) to undertake more advanced functions. Training can in groups and/or one-on-one. However, it may be easier if you can train people in groups where you are migrating everyone at once. Track who attends the training sessions. It will be up to the firm whether to make training mandatory and/or strongly recommended. If a user cannot attend a group session set aside one-on-one time with them. If multiple people are doing the training, ensure each is covering off the same functions during the training process. It is also recommended to have reference materials for users which they can refer to following training on tasks that they will often need to do and/or for tasks which may result in the loss of work product if they do not undertake the task correctly. Follow up with users following training to see if they have any additional questions and/or require additional assistance and/or further training. You may also want to consider creating a firm email which will be monitored for urgent user after hour requests to provide ease of mind for people. Lessons Learned If you can, keep track of lessons learned at each stage of the project, but if you cannot do this, at the very least, look back on the steps taken and make notes on same. What worked and did not work? What would you do differently? Seek feedback from your team, stakeholders and management. This will assist you should you need to undertake a similar project in the future as you will be able to further streamline the process to save time and money. The goal is process improvement. Conclusion Migration projects are stressful and exhausting but rewarding when you have completed them. You know the project is successful when the majority of your users tell you they like the new platform better as it is so much easier to use. This is only achieved through planning, hard work, lots of communication and what seem like endless checklists. ILTA N E W W H I T E P A P E R P O D C A S T S N O W A V A I L A B L E ! Check out this White Paper podcast with Gina Taranto from the Corporate White Papers! T U N E I N » Check out this White Paper podcast with Steven Rudnick from the Corporate White Papers! T U N E I N » Ann Halkett joined Alexander Holburn in 2000 as a senior paralegal and has more than twenty years of experience. Ann became the Litigation Support Manager in 2014 and Director of eDiscovery Services in 2021. She advises and assists on a wide variety of litigation support systems and technologies including evidence management, electronic discovery and specialized databases and trial presentations.

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