Evaluating and Selecting a Workflow Automation Provider

Webinar

Evaluating and Selecting a Workflow Automation Provider

Join us as we reveal the systematic approach that Brian Hupp has refined as his best practice over years of evaluating workflow tools.

00:09 Series intro & episode focus
00:47 Brian’s background (EA, Dolby, Facebook/Meta; UpLevel Ops)
01:25 What this episode covers (readiness → requirements → vendor selection)
01:56 Photography sidebar & how pre-visualization maps to legal ops
05:56 Why low-/no-code workflow is foundational for legal
07:11 Breaking out of “NDA-only” thinking with creative visualization
08:22 Beyond legal: marketing review, TM clearance, compliance use cases
09:45 Make friends with Ops in HR/IT/Finance; share costs & scale
11:18 Going deeper: MSA/SOW awareness, lookups, guard-railed edits
15:32 Do you need workflow vs. CLM? Start with the pain points
18:47 Why workflow is more foundational; CLM still important but narrower
22:50 Don’t rush to tools—run discovery/readiness first
24:58 Map goals, processes, integrations, people impacts
31:48 Readiness outputs: data maps, metadata tables, demo scripts
33:20 Include the business early—avoid designing in an echo chamber
35:34 The “cheat sheet”: must-have workflow capabilities
37:56 Vendor responsiveness & user community matter
40:07 GenAI features to watch: FAQ/chat, Teams/Slack launching
41:38 Design for zero-training end-user experiences
43:22 Be ready for IT’s “we have ServiceNow/Jira” → run a demo-off
46:34 Shortlist to selection: UX fit, InfoSec/IT review, integrations
49:44 Pricing traps (per-workflow packages) & planning phases 2–3
50:25 ROI: why workflow usually pays for itself fast
52:19 GenAI roadmap: walled-garden chat, cross-tool assistants, AI-built flows

Timestamps