How to Assemble the Right Team for your Automation Project

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

Timestamps