The document discusses using data analytics to refine legal strategy and reduce spending. It provides examples of analytics on legal service types, law firm expenditures, and average billing rates. The analytics identified opportunities to reduce spending through bundled fixed fees, enforcing staffing guidelines, and recommending alternative service providers or automation. The presentation encourages developing short, medium, and long-term actions for clients to cut outside counsel costs based on analyzing lawyer and staff work.

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Actionable Dashboarding
How to Refine Your Strategy with Data Driven Insights
Sandra Ficke-Bradford, Leader LGACC Operations, Motorola Solutions
April 8, 2015
Mark Ross, Global Head LPO, Integreon

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Speakers
Mark Ross
Global Head, Legal Process Outsourcing,
Integreon
Sandra Ficke-Bradford
Leader LGACC Operations
Motorola Solutions
VP Analytics Solutions
Apttus
Elliott Yama

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LPO 2.0 – Legal Department Transformation
Cutting
Consumption
Improving Efficiency of Legal Operations

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Contract Management:
High Level Metrics Report
CONFIDENTIAL – FOR INTERNAL USE ONLY
• Progress: In 8 weeks Integreon has reviewed 352 contracts (i.e. 3,861 pages in 182 files)
• Average Review Time per Contract: 0.63 hours
• Accuracy: 99.59%
• The new QC regime as per the final ratings given at the Review Meeting has been put in place
• We received error report for combined steady state week 6 to 8. The team’s accuracy has been more than 99% in
these weeks
• 100% uptime
Performance Overview
Performance Statistics
0
2
4
6
8
0
10
20
30
40
50
60
Week
1
Week
2
Week
3
Week
4
Week
5
Week
6
Week
7
Week
8
Contracts Received Contracts Closed
Review Pending
90%
92%
94%
96%
98%
100%
Week
1
Week
2
Week
3
Week
4
Week
5
Week
6
Week
7
Week
8
Target % Accura
0
2
4
6
8
Week
1
Week
2
Week
3
Week
4
Week
5
Week
6
Week
7
Week
8
General Critical Technical

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Contract Management:
Detailed Operational Metrics
CONFIDENTIAL – FOR INTERNAL USE ONLY
Daily Delivery Metrics
2.41
3.71
2.72 2.82 2.90 3.09 3.07
3.51 3.54
3.07
2.63 2.49
2.01
1.57 1.52
2.62 2.48 2.46
2.25
0
0.5
1
1.5
2
2.5
3
3.5
4
4.5
Average Turnaround SLA
2.21
1.35
0.87 0.82
0.70 0.68
0.57 0.51 0.50 0.55 0.53
0.73
0.50 0.56 0.64 0.64 0.60 0.65 0.60
0
0.5
1
1.5
2
2.5
Average Turnaround SLA
Turnaround Time per Contract (No. of Days) Average Review Time per Contract (No. of Hours)
Individual Performance Metrics
0.82
1.10
0.92
0.82
1.02
1.10
0.97
0.66
0.76
1.08
0.93 0.88
0
0.2
0.4
0.6
0.8
1
1.2
Average Turnaround Target
0.92
0.98
0.92
0.99 0.99 1.00 0.97 0.97 0.98 1.00
0.93 0.88
0
0.2
0.4
0.6
0.8
1
1.2
Average Turnaround Target
% Accuracy for each ReviewerProductivity (No. of contracts/hours) per Reviewer

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Contract Management: NDA Review
Most Frequent Clause Modification
37
33
34
31
35
34
28
29
30
31
32
33
34
35
36
37
38
Modification
NoofClauseModifications
Definition of Confidential Information (CI)
Carve-outs of CI
Term and Survival of CI
Governing Law
Duty to Protect Confidential Information
Destruction of CI

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Legal Spend Analytics
Data
Analytics
Dashboard
Design
Management
Information
• Comprehensive invoice analysis
• Domain expertise
• Access to resources
• Industry knowledge
• Design, construct and implement a dashboard
• Optics for legal spend management
• Reduction on an ongoing basis
• Compliance with internal spend guidelines and fee arrangements
• End-to-end support
• Industry best practices
• Powerful reporting capability and analysis
• Focus on flexibility, data quality and management insight
• Concrete, actionable recommendations which will result in spend reductions

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Legal Expenditure Break Down by
Type of Legal Services
Commercial Litigation PPPType of Legal Service
A101: Plan and Prepare
A102: Research
A103: Draft/Revise
A104: Review/Analyse
A105: Communicate
(in firm)
A106: Communicate
(with client)
A107: Communicate
(outside counsel)
A108: Communicate
(external)
A109: Appear/Attend
A110: Manage files
A111: Other
Overall
Share in Legal Spend (in %)
Draft/revise, review/analysis and in-firm communication accounted for a major portion of the legal expenses
XX% 0f
legal
spend

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Average Rate Per Hour: By Legal Service
(Litigation)
A107 A110A108A103A102A101 A111A106A105A104 A109
RateperHour Weighted Average Hourly Rate
(Nov’11-Oct’13)
Minimum RateWeighted Average Rate Maximum Rate
A101: Plan &
Prepare
A102: Research
A103: Draft/Revise
A104:
Review/Analyse
A105: Communicate
(in firm)
A106: Communicate
(with client)
A107: Communicate
(outside counsel)
A108: Communicate
(external)
A109:
Appear/Attend
A110: Manage files
A111: Other
Communication with outside counsel as well as Review/Analysis activities were charged at the highest average rates among all activities

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Legal Expenditure Break Down by
Law Firms – Litigation
Firm 2Firm 1 Firm 9Firm 8Firm 7Firm 6Firm 5Firm 4Firm 3
Total Boutique Commercial Firm = XX%
Break Down of Litigation Legal Spend By
Law Firms
Notes: Percentages might not add up to 100 due to rounding off
Big Five
Firms
Boutique
Commercials
Small
Commercial
Litigation legal expenditure was relatively more spread out among Boutique Commercials and Big Five firms,
however, one of the Big Five accounted for about XX% expenditure
ShareinLegalSpend(in%)

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Proactive Steps to Build on Data Analytics
• Recommend short, medium and longer term actions our clients can take to cut
outside counsel spending.
• Analyse the work done by lawyers and support staff and recommend what
should be eliminated, automated, or delivered by alternative resources:
- Fixed fees for bundles of legal services
- Convergence to single source or small panel of providers
- Using more firms, including lower cost regional firms
- Enforcing core staffing requirements
- Targeted training of in-house lawyers who manage large external spend
- Effective budgets for large and medium matters, by practice area
- Technology and automation recommendations
- Alternative providers of services to supplement or replace more expensive lawyers

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Sandra Ficke-Bradford

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OUR REACH LETS US CONNECT WITH CUSTOMERS
AROUND THE WORLD
15
SERVICE CENTERSPRIMARY R&D CENTERS
SALES IN
100+
COUNTRIES
7.5K
CHANNEL
PARTNERS
2K
DIRECT SALES
FORCE
15K
EMPLOYEES IN
60 COUNTRIES
12K+
MISSION
CRITICAL
NETWORKS
5K
GLOBALLY
OPERATED
SITES
100K+
CUSTOMERS

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Use Case
Demo

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Key Take-Aways
• Data provides insight into organizational behavior and
cultural differences
• Data provides a common picture for all stakeholders,
which enables new solutions and increased
collaboration
• Timely and efficient reporting allows the Regions to
lead

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Looking Ahead
• Need a solution for missing contracts
- Compliance improvements needed
• Tracking users is a challenge
- Users within system vs. approvers outside the system

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Q&A
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Thank You
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