.svg){kind=small}
Webinar
Building and Leading an Organization Workflow Automation Program
Discover the journey of implementing workflow automation with Saren Chum, legal senior manager, legal contracts ops expert at Align Technology.
- 00:09 Series intro & episode setup
- 00:44 Guest bio (contract ops & digital transformation at Align)
- 01:16 What’s covered: workflows, CLM vs workflow, org rollout, hackathon
- 02:26 Current remit: streamline, automate, reduce legal touchpoints
- 03:50 Career path (HR/sales → legal ops); UX/process roots
- 06:26 Types of workflows Align builds (overview)
- 07:00 How they choose: surveys, interviews, volumes, analytics
- 08:17 NDA self-service; turnaround in minutes, not days
- 09:01 “Material Contract Detector” to route legal review only when needed
- 10:50 Why some contracting lives in workflow vs CLM (speed/UX/flexibility)
- 12:04 CLM as system of record; push executed docs back in
- 14:08 Redlines go to CLM; click-through/e-sign stays in workflow
- 16:46 From zero: map ideal path, then build to tool capabilities
- 17:29 Early skepticism; “show, don’t tell” to win buy-in
- 18:56 Demand surge; triage by impact and train new builders
- 21:24 Two-day hackathon: Day 1 training, Day 2 build & demos
- 24:41 Leaders hands-on: VP and GC’s EA build apps, too
- 25:51 Day-to-day: build, maintain, coach, advise cross-functional teams
- 31:11 Biggest challenge: change management; solve with education + wins
- 33:14 Ship at ~70–80%; iterate; must/should/nice-to-have framework
- 35:34 Vendor leverage: weekly cadence; self-solve first, then escalate
- 38:57 ROI: ~8,800 NDAs automated since 2021; EMEA expansion next
See Related
.svg){kind=small}
Webinar
50 Minutes
