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Technology Adoption Done Right: Implementation Lessons to Live By


Level: Advanced
Runtime: 57 minutes
Recorded Date: January 29, 2019
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Agenda


  • Keys to Success
  • Setting Objectives
  • Articulating a Vision of World Class
  • Common Roadblocks
  • Integrating New Capabilities into Solutions that Enable the Vision
  • Choosing the Right Solution & Vendor
  • An Integrated Platform
  • Post-Implementation Issues
  • Conclusion
  • Q & A
Runtime: 57 minutes
Recorded: January 29, 2019

Description

Most people hate change. But implementing new technology to maximize efficiency and reduce operational cost has become almost routine for most organizations.

This session will offer practical strategies and tactics that successful technology implementers use to make changes stick. Our experts will share their perspectives on how to achieve success when adopting new applications.

This program was recorded as part of ALM's Legalweek Conference on January 29th, 2019.

Provided By

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Panelists

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Brad Rogers

Managing Director, Chief of Staff & Chief Operating Officer
TIAA

Brad Rogers is the Chief Operations Officer and Chief of Staff for Law, Government Relations, Regulatory Affairs, and Corporate Secretary at TIAA. For more than a decade at TIAA, he has been driving the design and execution of game-changing capabilities and business disciplines across the enterprise. Currently, he is responsible for transforming the entire legal and operations function including the operating model, staffing plan, technology roadmap, vendor strategy (including offshore and outside counsel) and, employee culture and engagement.

In his previous role at TIAA as the Operational Excellence Leader for Asset Management, he led a radical reinvention and major re-engineering of the alternative asset business, delivering innovative operating capabilities and infrastructure for the Global Real Estate investing business, helping to propel it to #2 in the world, more than doubling assets under management, including assets from global institutional investors.

He also designed and built world-class organic growth processes – the product management, new product development, and innovation capabilities across the entire firm. These were later described in a best-selling book, and was mentioned on the cover (The Product Manager’s Handbook, 4th Ed., by Linda Gorchels). Brad was also a visiting instructor at the University of Wisconsin’s Executive School of Business for five years, teaching innovation and product development practices to executives from companies around the world.

With transformation leadership experience at TIAA, Bank of America, JP MorganChase, GE Capital, and Arthur Andersen Consulting, Rogers continually strives to be a committed change agent at TIAA – delivering and maintaining innovative, world-class capabilities that enable engaged, productive colleagues and partners.

Rogers has a bachelor’s degree in Aerodynamics and Thermodynamics from the University of Colorado and an MBA in Competitive Strategy and Quantitative Methods from Fordham University’s Gabelli School of Business and is a Six Sigma Master Black Belt. Recently, Brad received an executive management certificate in Artificial Intelligence from MIT’s Sloan School of Business.

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Monet Fauntleroy

Senior Manager, Practice Innovation
White & Case LLP

Monet is the Senior Manager of Practice Innovation at White and Case, based in New York. She is tasked with strategically overseeing and implementing the use of new legal technology tools, processes and AI-enabled tools for transactional practices at the firm.

Prior to joining White and Case, she served in Knowledge Management roles at the firms Morrison Foerster and Cooley LLP. A former trial lawyer, her passion for legal technology began when she joined an eDiscovery startup in 2008.

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Brad Blickstein

Principal
Blickstein Group, Inc.

Brad Blickstein is principal of the Blickstein Group, a consultancy serving the corporate legal community. He specializes in corporate law departments–often focusing on the relationship between them and their outside service providers–and assists his clients in a wide range of activities from strategic planning to messaging to media relations.

Since 2003, he has helped dozens of organizations understand the needs of attorneys and corporate legal departments. Clients have included law firms, law departments, electronic discovery service providers, legal process outsourcers, electronic billing providers and cost recovery specialists. He also is publisher of the Annual Law Department Operations Survey and serves as a special sections editor for The National Law Journal for its quarterly Trailblazers series.

Prior to forming the Blickstein Group, Brad was a founder and the president of Corporate Legal Times (now known as InsideCounsel), the nation’s largest magazine for corporate counsel. While there, he directed publishing and editorial operations and spearheaded numerous projects, including its custom publishing division, the Corporate Legal Times SuperConference and the joint-ventured Chief Legal Officer magazine.

He is a frequent speaker and writer, often on the topic of how law departments can maximize the use of technology, and is a former board member of the LEDES Oversight Committee and is a former chair of its UTBMS Subcommittee. Brad is an avid live music fan and an occasional runner who has completed two marathons, but it is his wife and two teenage boys that take up most of his non-working time.

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David Cambria, Esq.

Global Director of Operations
Baker McKenzie

David Cambria has led significant transformational changes in the way corporate legal departments and law firms conduct business. A true innovator, he has successfully bridged the gap between law and business, and is proud to be at the forefront of developing the processes, programs and resource organizations that help law departments work more effectively and in alignment with business goals. Over the last two decades, his work has made a profound and measurable impact on the legal industry. He has guided global operations and firms on how to better manage the growth of their organizations, streamline costs and manage outsourced legal vendors to deliver vastly improved client service, reduce risk and increase overall staff morale.

With a focus on developing best in class law, compliance and government relations operations, he has led remarkable transformations for some of the largest operations in the world. A firm believer in developing the next generation of leaders through consistent engagement, mentorship and expectations, David enjoys seeing the results of his training practices in performance and outcomes and enjoys doing what he feels is at the core success of his career –guiding transformation, growth and turnaround projects.

A published author, award-winning industry leader and speaker, David continuously seeks new challenges, alliances, and opportunities to help organizations improve their legal operations and service delivery.


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