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Copyright © 2015 | Onit, Inc.1 Onit Smart Process Apps. Designed for people. Built for change. Texas Lawyer In-House Summit February 26, 2015
Copyright © 2015 | Onit, Inc.2 THE CORE OF BUSINESS PROCESS EXCELLENCE
Copyright © 2015 | Onit, Inc.3 TOPIC: MANAGING LEGAL DEPARTMENT OPERATIONS: APPS THAT WORK THE WAY YOU WORK »Objectives: Discuss how thinking about process can enable your company and knowledge workers to provide increasing levels of responsiveness, quality of work product and consistently better outcomes Demonstrate how leading legal departments are already using business process Apps (Smart Process Apps) Highlight why Smart Process Apps are the new tools for the 21st century knowledge worker
Copyright © 2015 | Onit, Inc.4 FORRESTER RESEARCH ON SMART PROCESS APPS
Copyright © 2015 | Onit, Inc.5 “DO YOU KNOW IF THE HOTEL IS PAGER FRIENDLY? I’M NOT GETTING A SIGNAL ON MY BEEPER.”
Copyright © 2015 | Onit, Inc.6 HISTORICALLY »Since 1970s….businesses have invested billions of dollars in automation: Business Process Management Systems Contract Lifecycle Management Systems Insurance Claims Systems Project Management Systems Quality Management Systems Risk & Assessment Management Systems Security Management Systems IT Management Systems Compliance Management Systems
Copyright © 2015 | Onit, Inc.7 BUT… VIRTUALLY ALL KNOWLEDGE WORK AND PROCESSES ARE EXECUTED OUTSIDE THESE SYSTEMS »Email is used as an intake and “collaboration” platform »Word documents are used as a “forms” solution »Excel spreadsheets are used for tracking and reporting »SharePoint is used as a document repository »And these tools are simply breaking down…
Copyright © 2015 | Onit, Inc.8 YET… General Counsel STILL say their two biggest challenges are managing the law department's workload and workflow Corporate counsel are STILL mired in day-to-day support activity and cannot get free to be meaningfully involved in strategic business unit priorities 8
Copyright © 2015 | Onit, Inc.9 FOR EXAMPLE… »In 2010, Inside Counsel named HealthNow New York one of the years 10 most innovative law departments. "We weren't tracking assignments properly, and we weren't being responsive to customers," Sodaro says. "I felt we had to get rid of the black hole mentality regarding legal, and one way was to have a better way to track things coming in.” »Johnson Controls (JCI) documented more then 100 business processes the legal and compliance organizations were involved in. Realized the cost to “automate” the processes was too complex and expensive to implement and abandoned the project (until Onit). »Fortune 50 technology company Negotiates and signs over 10,000 NDAs a year; typical process took 16 days In 1 st month of using Onit NDA App, more than 1,000 NDAs were processed; cycle time went down from 16 days to less than 24 hours for 90% of NDAs with virtually “no” lawyer involvement.
Copyright © 2015 | Onit, Inc.10 WHAT THESE (AND MANY ORGANIZATIONS GENERALLY) HAVE COME TO UNDERSTAND…. »Traditional Enterprise Departmental or Process Management systems of record don’t begin to address the primary problem knowledge workers generally deal with… Day-to-day support activity that leaves them unable to be meaningfully involved in strategic business unit priorities Workflow and collaboration are bolt-ons to existing databases and applications, not built within the core application architecture This complicates implementation and does not support the day-to-day interactions with internal business teams required to effectively support them during the course of a transaction
Copyright © 2015 | Onit, Inc.11Copyright © 2015 | Onit, Inc.11 “Smart Process Apps are the future of enterprise applications.” Forrester Research
Copyright © 2015 | Onit, Inc.12 Matter Management 1978 - 1992 Spend Management 1992 - 2011 Process Management 2011 - 3 IMPORTANT LEGAL OPERATIONS TECHNOLOGY SHIFTS Corprasoft DataClearinghouse ELF Technologies eVelocity Peerpoint TrialNet TriPoint Visibillity
Copyright © 2015 | Onit, Inc.13 FORRESTER RESEARCH ON SMART PROCESS APPS
Copyright © 2015 | Onit, Inc.14 FORRESTER RESEARCH ON SMART PROCESS APPS
Copyright © 2015 | Onit, Inc.15 APPS 15
Copyright © 2015 | Onit, Inc.16 SMART PROCESS APPS – DEFINED BY ONIT »New tools for the 21st century knowledge worker »Smart Process Apps: Fills a gap between “systems of record’ and “systems of engagement” Supports collaborative work among knowledge workers Facilitates rapid deployment and “learn by doing” mentality Doesn’t require large IT resources to develop, install or support Are easy to develop and deploy Augment existing technology such as: ›Email and spreadsheets ›Document management ›Claims management systems ›Enterprise and financial systems
Copyright © 2015 | Onit, Inc.17 TECHNOLOGY ADOPTION LIFE CYCLE
Copyright © 2015 | Onit, Inc.18 EXAMPLE:WHEN WILL YOU BUY AN ELECTRIC CAR? “When hell freezes over.” “When it’s more convenient than driving a gasoline powered car.” “When I’m convinced they are reliable, have the range I need and charging is easy.” “As soon as my dealer gets one.” 2012 237k2011 136k2001 5.6k2006 107k2004 54kPrius Sales
Copyright © 2015 | Onit, Inc.19 TECHNOLOGY ADOPTION LIFE CYCLE
Copyright © 2015 | Onit, Inc.20 PRAGMATISTS »Care about: The company they are buying from The quality of the product they are buying The infrastructure of supporting products and system interfaces The reliability of the service they are going to get »Deeply value the experience of their colleagues in other companies »Don’t put a lot of stake in futuristic things »Are committed long term to their profession and the company at which they work »Want to hear about are up-and-running product installations and industry standards
Copyright © 2015 | Onit, Inc.21 For enterpriseFor mobile devices Platform, Apps & App Development AN APP PLATFORM FOR THE ENTERPRISE
Copyright © 2015 | Onit, Inc.22 APPS FOR VIRTUALLY “EVERY” BUSINESS PROCESS
Copyright © 2015 | Onit, Inc.23 ONIT SMART PROCESS APP FEATURES Data Collection Capture data at the source with powerful forms, questions and checklists. Flexible Workflow Workflows are designed to match unique business processes. Process Management Optimize business processes by analyzing process efficiency metrics. Team Collaboration An iterative review process lets team members collaborate in a shared workspace. Enhanced Visibility Gain real-time visibility to all tasks, projects and matters. Zero IT Costs Our Apps run in the “cloud” so customers don’t have to buy or maintain hardware or software.
Copyright © 2015 | Onit, Inc.24 TRENDS… »Focus on reducing the primary problems knowledge workers deal with day-to-day support activity »Think in terms of small initiatives and rationalizing (not optimizing) processes »Develop Apps that: Address the simple, almost invisible processes that consume inordinate amounts of your staff and knowledge workers time Support all points of interactions between knowledge workers Get transactions out of e-mail and into Apps that provide transparency and support the way people really work Integrate compliance directly into the transaction flow and ensure a robust audit capability
Copyright © 2015 | Onit, Inc.25 SIMPLE SOLUTION – ONIT Submit Review & Approval Manage
Copyright © 2015 | Onit, Inc.26 »Needed to automate NDA process »Process was handled in email and there was little to no visibility into the process »Upon completion or execution, no closed “loop” so no clear idea of how many in process »Created NDA App to simplify process »With App, they can in-take work, acknowledge all parties, collaborate and track progress THE HOME DEPOT – SELF SERVICING NDA APP
Copyright © 2015 | Onit, Inc.27 CONTACT INFO Chris Driver Chris.Driver@onit.com (281) 347-6334
1 © 2015 Onit, Inc. Innovation and the Law Department of the Future Chris Driver, Onit Thursday, September 17 Texas Lawyer In-house Summit | Dallas 2015.
1 © 2015 Onit, Inc. Innovation and the Law Department of the Future Chris Driver, Onit Thursday, September 24 Texas Lawyer In-house Summit | Houston 2015.
Innovation in Law Department Operations: Enterprise Legal Management or the 21 st Century David Cambria, Archer Daniels Midland (ADM) Cole Morgan, Onit.
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