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CMS Readiness Report
        for
 Smith & Jones LLP
                        by Connie Crosby
                            APRIL 11, 2009
      Course assignment: PLC 8010-09W1
        Information Management Analyses
              Instructor: Janet de Guzman
The ne print:
The following presentation was created for the course
“Information Management Analyses” in the Information
Management program at the Professional Learning Centre,
Faculty of Information, University of Toronto. We were limited
to using 12 or fewer slides (or I would have used many more!)
The law rm Smith & Jones LLP and the scenario presented
are ctitious. Any similarities to an existing law rm are purely
coincidental and unintended.
[the background]
• one office Toronto-based law firm
• 110 lawyers
• want to attract best articling students
• need to retain existing associates
• busy busy support staff
• first generation intranet         These last two could
                                         mean trouble!
[the challenge]
• intranet difficult to update
• one staff member responsible for updating
• not being updated enough
• lawyers not using the intranet
• associates & articling students demanding
  more!
[the solution]
Intranet Content Management System:
 • updating intranet       • goal: more content
   easier, faster
                           • goal: better content
 • more staff can update
                           • goal: current content
 • workload can be
   spread across more
   people
                            Are you
                            ready?!?
[the approach]
• selected lawyers & staff interviewed
• managing partners, directors & managers
  consulted
• business processes reviewed
• policies examined
• technologies assessed            yes, but
                                   are you
• staff skill sets evaluated        ready?
[the ndings]
•   new IT & HR managers are making changes

•   support from lawyer Management Board & partnership

•   IT team dedicated to new tech implementations exists

•   new document management system - implemented 2
    months ago

•   staff experiencing problems & frustration with DMS

•   CMS not yet selected; short list from DMS vendor

•   no intranet co-ordinator designated
[analyses & conclusions]
•   good buy-in & support from upper management

•   dedicated IT staff is ready for this next step

•   other staff is not ready                         getting close, but work
•                                                          to be done!
    technology needs to be selected

•   intranet coordinator needs to be brought in

•   plan for governance involving staff needed

•   communication plan needed

•   document new business processes
[conclusion - key concerns]
                          governance
                        needs addressing



                    employee morale low
                     - change overload!




...and who is selecting the content
       management system?
[the recommendations]
•                                   •
    address staff issues with           hire or designate dedicated
    DMS & morale before                 intranet coordinator
    moving on
                                    •   ensure intranet
•   plan communication to               coordinator has
    staff carefully                     appropriate skills

•                                   •
    wait before rolling out             select new CMS with input
    CMS (at least 3-5 months)           from intranet coordinator

•                                   •
    plan for chaos & frustration        document new business
    when CMS is rolled out              processes

                    & get the staff involved!!
Questions?
Thank you!
           Connie Crosby
Crosby Group Consulting
    http://crosbygroup.ca
conniecrosby@gmail.com
            416-919-6719
Photo Credits

•   “Mom and Dad, looking at laptop” by David Lat, http://
    www.sxc.hu/photo/672597 used under stock.xchng standard
    licensing.

•   “telesales 1” by scholastic http://www.sxc.hu/photo/237476,
    used under stock.xchng standard licensing.

•   photo of Connie Crosby by Rannie Turingan photography
    http://www.rannieturingan.com/. All rights reserved.

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Assignment: CMS Readiness Report for Law Firm

  • 1. CMS Readiness Report for Smith & Jones LLP by Connie Crosby APRIL 11, 2009 Course assignment: PLC 8010-09W1 Information Management Analyses Instructor: Janet de Guzman
  • 2. The ne print: The following presentation was created for the course “Information Management Analyses” in the Information Management program at the Professional Learning Centre, Faculty of Information, University of Toronto. We were limited to using 12 or fewer slides (or I would have used many more!) The law rm Smith & Jones LLP and the scenario presented are ctitious. Any similarities to an existing law rm are purely coincidental and unintended.
  • 3. [the background] • one ofce Toronto-based law rm • 110 lawyers • want to attract best articling students • need to retain existing associates • busy busy support staff • rst generation intranet These last two could mean trouble!
  • 4. [the challenge] • intranet difcult to update • one staff member responsible for updating • not being updated enough • lawyers not using the intranet • associates & articling students demanding more!
  • 5. [the solution] Intranet Content Management System: • updating intranet • goal: more content easier, faster • goal: better content • more staff can update • goal: current content • workload can be spread across more people Are you ready?!?
  • 6. [the approach] • selected lawyers & staff interviewed • managing partners, directors & managers consulted • business processes reviewed • policies examined • technologies assessed yes, but are you • staff skill sets evaluated ready?
  • 7. [the ndings] • new IT & HR managers are making changes • support from lawyer Management Board & partnership • IT team dedicated to new tech implementations exists • new document management system - implemented 2 months ago • staff experiencing problems & frustration with DMS • CMS not yet selected; short list from DMS vendor • no intranet co-ordinator designated
  • 8. [analyses & conclusions] • good buy-in & support from upper management • dedicated IT staff is ready for this next step • other staff is not ready getting close, but work • to be done! technology needs to be selected • intranet coordinator needs to be brought in • plan for governance involving staff needed • communication plan needed • document new business processes
  • 9. [conclusion - key concerns] governance needs addressing employee morale low - change overload! ...and who is selecting the content management system?
  • 10. [the recommendations] • • address staff issues with hire or designate dedicated DMS & morale before intranet coordinator moving on • ensure intranet • plan communication to coordinator has staff carefully appropriate skills • • wait before rolling out select new CMS with input CMS (at least 3-5 months) from intranet coordinator • • plan for chaos & frustration document new business when CMS is rolled out processes & get the staff involved!!
  • 12. Thank you! Connie Crosby Crosby Group Consulting http://crosbygroup.ca conniecrosby@gmail.com 416-919-6719
  • 13. Photo Credits • “Mom and Dad, looking at laptop” by David Lat, http:// www.sxc.hu/photo/672597 used under stock.xchng standard licensing. • “telesales 1” by scholastic http://www.sxc.hu/photo/237476, used under stock.xchng standard licensing. • photo of Connie Crosby by Rannie Turingan photography http://www.rannieturingan.com/. All rights reserved.