The quarterly publication of the International Legal Technology Association
Issue link: https://epubs.iltanet.org/i/900970
18 PEER TO PEER: THE QUARTERLY MAGAZINE OF ILTA | FALL 2017 CASE STUDIES The Well-Made Action Plan for Firm Initiatives Testing Phase Schedule demos with your top contenders. » In advance, familiarize each contender with the audience and provide them with your "deal-maker/breaker" wish list. Be sure they stick to the schedule. » Rate the quality of the demo. If the product is not intuitive or presented well, those same issues may translate to the rollout. » Schedule demos close to each other. It is easier for testers to compare within a short time frame. Prepare a required functions list based on information gathered in the initial assessment phase. The test group will annotate the list during demos, and the list will become your features comparison to share with the decision makers. Get detailed feedback from your group, ideally right aer the demo. You may eliminate a vendor or want to build new criteria into the process. Get short-term free licenses for your test group to use with real-life scenarios. This is your best testing ground. Document the feedback and set an end date for this phase. Conclude with a decision for recommendation. If you find a winner early, complete all testing anyway to validate your decision. 1 2 3 4 5 Recommendation and Plan Rollout Summarize your findings and create a presentation. » Start with the leading contender and show features you most appreciated. » Use your feature comparison chart to support your recommendation. » Emphasize the contributions of the focus group in the decision-making process. Begin the rollout plan. » Get licensing and billing procedures in place. » Prepare the training schedule. Each training session will help you further tailor training to end users, develop the FAQs and know where to spend time in explanations. » When possible, a multiphase rollout works best. 1 2 Review and Upkeep Involve the vendor with feedback and functionality questions, and make suggestions for feature design. Check in periodically with users about their experiences, good or bad. Post the user manual, FAQs from user feedback and vendor updates to your DMS. Document your plan of action and results. Proof of process is your best selling point for next time. Report your success to the C-suite! P2P 1 2 3 4 5