While adopting new legal software can significantly benefit your legal department, you must first tackle the hurdle of implementation. With issues ranging from faulty user onboarding to inadequate training, poor implementation can waste the valuable time and resources it took to install the system.

Before you commit to implementing a new system for your in-house team, it’s important to get acquainted with what a successful software implementation looks like. Read on for the steps your team should take to ensure your legal software implementation goes as smoothly as possible.

Prior to implementation

Before your team begins, consider the following:

Your stakeholders. To establish the needs the system will address for the organization and who is responsible for what part of the implementation, define the stakeholders (including vendors) and establish who will control the system you’re implementing.

The implementation timeline. When determining how long implementation will take, consider the overall scope of the project and the size of your legal department. Committing to too much too soon brings risks of:

  • Overworked employees.
  • Rushed processes.
  • More mistakes.

However, you also don’t want to unnecessarily prolong implementation — that will just exhaust more time and resources.

Your current processes. Figure out how and where your new software can streamline and automate your current processes. By removing problem areas, your team can boost efficiency and productivity.

Necessary resources. Experience shows that the biggest hurdle to successful implementations is lack of resources, and lack of participation, on the part of the customers. Take the time now to identify and enlist all the resources (such as staff and system requirements) you’ll need. Getting started without these in place can lead to interruptions that extend the time and costs to complete the task.

Communication. To keep the project on track and get users on board, streamline communication. Maintain open lines of communication with your software vendor, outside counsel, and in-house team.

Training options. By having a solid plan in place for training staff during and after implementation, you can encourage employees to accept and use the new software to streamline their work and address common pain points. As new features are implemented, consider updating training.

Collaboration with your vendor. To ensure implementation runs smoothly, work with your vendor to highlight due dates, training, communication and implementation methods.

Signs of a successful implementation

Success depends on communication and organization at every stage of the process. Whether you’re explaining the benefits of the software to users or receiving feedback during each phase of the rollout, communication should be continuous and used to improve the process.

These are signs of successful implementation:

  • More efficient business processes.
  • Improved employee performance.
  • Reduction in manual tasks such as data entry.
  • Cost savings such as those associated with moving to the cloud or removal of license fees from redundant software.

With vendors like Acuity ELM, a support system can help you tackle implementation issues before anything goes awry.

Acuity ELM’s implementation process

At Acuity ELM, we are experienced in helping businesses get up and running with their new ELM solution. Our fine-tuned implementation process places expectations and goals front and center to achieve your best ROI.

Here’s how we do it:

We layout expectations. Acuity ELM sets due dates, deadlines for deliverables, and resources needed from staff before implementation begins.

We set milestones. We set clear milestones from the beginning. Stakeholders meet regularly to ensure everyone is on task and issues are handled immediately.

We’re agile. Through an agile methodology, our tech team utilizes efficient configuration tools to respond rapidly to your needs.

Once your implementation is complete, your company has access to technology that improves processes and transforms your business functions.

Partner with an ELM provider that’s skilled in software implementations and creating a seamless integration with your existing systems. Contact Acuity ELM today.

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