Webinar

How to Assemble the Right Team for your Automation Project

Watch this session on building effective legal automation teams, highlighting the roles of champions, SMEs, and technologists, plus strategies for buy in, capacity, and success.

  • 00:00 Series intro, host (Min) & session goal
  • 00:35 Agenda: drivers, core roles, auxiliary roles, Q&A/next webinar
  • 01:30 Q&A logistics (how to ask; follow-ups)
  • 01:59 Why projects stall: hype fades, wrong people uninvolved
  • 02:31 Framework: 3 drivers for effective automation leaders
  • 02:58 Driver 1 — Interest (incl. handling “anti-champions”)
  • 03:27 Driver 2 — Capability (technical/domain; value of experience)
  • 03:58 Driver 3 — Capacity (time; aim for 20–30%)
  • 05:24 Baseline: mandate time; at least ~2 hrs/week
  • 06:48 Sweet spot: interest × capability × capacity
  • 07:41 Who you need: roles overview
  • 08:12 Role 1 — Champion: promotes innovation & momentum
  • 08:40 Champion traits: influence, connector/organizer; often hands-on
  • 09:41 Champion engagement: organic vs appointed; KPIs to reward innovation
  • 11:37 Role 2 — Subject Matter Expert (SME): context, feedback, end-user conduit
  • 12:35 SME traits; bonus if familiar with the tech
  • 13:33 SME engagement: internal demos, roadshows, 1:1 interviews
  • 14:31 Role 3 — Technologist: builder/implementer
  • 14:58 Technologist traits: tech-savvy across titles; fast learners; detail-oriented
  • 15:59 Technologist engagement: review past projects; nominate via ops/support teams
  • 16:54 Core team recap: Champion + SME + Technologist
  • 17:23 Surround roles: Decision makers & End users
  • 17:53 Decision makers: identify early; change-management authority
  • 18:21 Win buy-in: ROI (cost vs savings) & pain → benefit story
  • 19:14 Bring leaders in early to avoid late blockers
  • 19:41 End users: identify/segment; gather feedback channels
  • 20:10 Message to users: clear benefits; tool-vs-human trade-offs
  • 21:07 Success pattern: strong champion + SME + exec backing + clear users
  • 22:08 Common pitfalls: fuzzy end users; unclear SME decision rights
Webinar

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