Checkbox Masterclass: Strategies for Automation Readiness & Effective Change Management
Learn from industry experts as they personally guide you through solutions in overcoming challenges to adopting no-code workflow automation to the business.
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March 2, 2023 11:00 AM
Join us in this private, invite-only session with Uplevel Ops' Senior Strategists and Advisors Brian Hupp (former Director/Head of Legal Operations at Facebook, Dolby, and EA) and Sumi Trombley (former Director of Legal at Marshall Denning) as they share their expertise and personally guide you through solutions to overcoming your challenges to adopting no-code workflow automation to the business.
From pre-purchase to ongoing maintenance of legal tech & automation, this interactive, virtual masterclass will teach you winning strategies to automation readiness and effective change management, including:
- The key components to be automation-ready, including implementation planning, requirement gatherings, and workflow design.
- Insights to identifying and prioritizing use-cases for automation, including leveraging proof-of-concepts and trials.
- Assessing ROI & communicating the cost off-sets with workflow automation.
- Facilitating enterprise buy-in with key stakeholders and demonstrating the business-wide benefits of no-code automation and workflow data.
Brian Hupp is a Senior Strategist & Consultant with UpLevel Ops, a boutique consulting firm specializing in providing legal operations assessments and services for in-house Legal Departments, universities and law firms. In addition to his overall legal operations expertise, Brian specializes in workflow and contract management process readiness, design, and implementation projects for his clients, and in self-service contracting enablement.
Leveraging experience from over 25 years in the legal industry, Brian has made a career of building corporate legal operations functions from the ground up and has served as director of legal operations and Chief of Staff to the GC at Electronic Arts and Dolby Laboratories, and as the first Head of Legal Operations at Facebook.
Sumi Trombley is the Senior Legal Ops Advisor at UpLevel Ops. Sumi previously served as Director, Legal at enterprise legal services provider Marshall Denning, LLC, where she managed and trained a team of junior and senior attorneys and developed and implemented resource optimizing processes for RFPs and pre-litigation disputes. She is known for her ability to provide strategic guidance and cost-effective solutions.
Prior to joining Marshall Denning, Sumi was Legal Counsel at Hewlett Packard Enterprise, serving as a de facto general counsel to top enterprise IT outsourcing accounts.
Evan Wong is the CEO & Co-Founder of Checkbox, a multi award-winning no code workflow automation platform, and is a listed Forbes 30 Under 30. Evan has worked with many legal teams globally on their digital transformation projects by leveraging the power of no code automation and his expertise in developing digital solutions to solve business process problems. Through this work, he has helped redefine how lawyers conduct intake and triage, generate documents, provide advice, and facilitate workflows, with a focus on applying innovation with ruthless practicality.