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Lawyers are from Mars, Technology is from Venus

September 16, 2011 Leave a comment

I spent two excellent days last week at the Legal Week’s Corporate Counsel Forum, where I’ve met several new and interesting people and learned an awful lot of things I didn’t know.

But I left the conference very frustrated.

The forum audience comprises primarily senior lawyers: General Counsel and Heads of Legal departments. The topics covered were as wide as crisis management, ‘moral’ compass, employment, Bribery Act, ‘Tesco’ law, cross-border teams, intellectual property, competition, etc., etc. Fascinating subjects, some of which admittedly I knew nothing about and learned a lot. It gave me a small insight into “a day in the life of a General Counsel” and the sheer volume of diversity that they have to be knowledgeable about, deal with and protect themselves (and their company) from.

And in 8 out of 10 conference sessions I wanted to shout: “There is a solution that can help here!”.

It amazes me (and frustrates me!) how much of the technology that other parts of the organisation take for granted seems to be absent from the legal department. As if they are the poor relatives in the organisation. I am not talking about highly specialised legal technologies such as eDiscovery, Content Analytics or even Information Risk & Compliance Governance (although these too are available and seem to be missing from many legal officers’ armoury, but that’s another conversation…). I am talking about basic capabilities that make the daily office operation significantly more efficient:

  • Digitising paper – avoiding the costs, avoiding delays of shifting piles of paper around and the risk of losing them by accident or in a crisis
  • Electronic document repositories – managing security and access controls, reducing duplication, managing versions, allowing online access from anywhere and simple searching
  • Case management – allowing lawyers to organise their work, negotiate with third parties, monitor progress, apply rules and generate reports automatically instead of using spreadsheets
  • Email management – capturing, filtering, organising and routing emails, ensuring compliance
  • Collaboration software – communicating amongst large teams, dispersed in different geographies and timezones

The list goes on… This isn’t trailblazing, these are automation tools and capabilities that have proven their value and have been helping organisations remove basic inefficiencies, for the last 10-20 years.

I am not advocating that technology is the answer to everything. Some business problems can be improved with some common sense and a bit of reorganising. Others are far too complex to be tackled by technology alone. But there is certainly enough basic technology to make a General Counsel’s life much simpler.

One of the key messages coming out of the conference was the resource constraints that legal departments are facing. Too much to do, too little time, too few people, too much information to process, too much knowledge to upkeep, too many risks to avoid, too many departments to coordinate, too many regulations to adhere to and too many stakeholders to appease.

So why are you wasting time on menial tasks that can be simplified, automated, or eliminated by use of simple tools, instead of using that time effectively to add value to the elements of the process where technology can’t  help.

Whenever I asked that question, the answer is typically “We don’t control the budget” or “We have other priorities” or “We don’t have the time to look at new tools”, etc.

Excuses! The question here is not “have I got time to worry about technology?”. The question is “Can I afford the luxury of NOT using it?”.  If these technologies can improve the productivity and reduce costs in the operations department, the marketing department, the sales department, the procurement department, why not use them to improve the efficiency of the legal department too?

(I would love to hear your views on this, especially if you are and in-house lawyer or work in a legal department)

Tweet Jam Tarts – Revisited…

(c) dadcando.com

Last Thursday I participated in another exciting ECM Tweetjam (if you don’t know what a Tweetjam is read it here) organised by @bduhon (long suffering editor of AIIM’s publications and curator of @AIIMCommunity). I had missed the announcements, but stumbled upon a tweet message from a friend, just in time, so I jumped in.

The usual suspects participated in the discussion. Virtually all vocal participants were from the vendor community, but that is not surprising given AIIM’s make up as an organisation. Also not surprising, since the people who have opinions to share on ECM tend to be the ones that have been around this industry for a while and have seen the good, the bad and the extremely ugly (I’m talking about ECM projects here, before anyone gets offended!)

Even though you can use any twitter client to participate in a tweetjam, TweetChat was the preferred tool of the day. It just keeps everything focused and flowing but even with the best tool for the job, it’s difficult to keep up. At the peak of the discussion there were between 5-10 tweets in every 5-second refresh cycle. No chance of reading all of them, never mind responding. Bryant did his best to streamline the flow by numbering the questions but, inevitably, the limitation of 140 characters and the multiple threads of conversations/retweets/comments on each question meant that it was fairly chaotic at times. That’s not a bad thing in a tweetjam! It shows that the participants are passionate about the topic and that it’s not scripted. I’ve been in other tweetjams before, where it was obvious that the only participants were marketers with a very specific message to convey. Those tweetjams are boring!

For those interested in stats: In an hour – 977 tweets, 82 twitterers, potentially reaching 42,500 people…

It’s worth remembering though, that for every person active in a tweetjam conversation, there are several others that just listen in, monitoring the hashtag and looking for pearls of wisdom. And there were several in the session.

So, what ECM pearls did we pick up in the Jam? Here are some…

  • The never-ending saga of “is ECM the right name for what we do?” continues
  • BPM is a fundamental part of ECM, as confirmed again by OpenText acquisition
  • ECM is relevant to small organisations as much as it is to large ones
  • SharePoint is here and offers basic ECM, if implemented correctly, but there are some ‘evil’ implementations out there.
  • Operational efficiency is “sexy”… According to some at least.
  • Some of us are too old and have been in ECM for far too long…

You can read Bryant’s more detailed blog about the #ecmjam here, but I must say it was fun!

“Hey, Watson! Is Santa real?” – Why IBM Watson is an innocent 6-year old…

March 25, 2011 Leave a comment

I love the technology behind “IBM Watson“. I think it’s been a long time coming and I don’t doubt that in a matter of only a few years, we will see phenomenal applications for it.

Craig Rhinehart explored some of the possibilities of using Watson to analyse social media in his blog “Watson and the future of ECM”. He also set out a great comparison of “Humans vs. Watson”, in the context of a trivia quiz. However, I believe that there is a lot more to it…

Watson is a knowledgeable fool. A 6-year old kid, that can’t tell fact from fiction.

When Watson played Jeopardy!, it ranked its possible answers against each other and the confidence that it understood the questions correctly. Watson did not for a moment question the trustworthiness of its knowledge domain.

Watson is excellent at analysing a finite, trusted knowledge base. But the internet and social media are neither finite, nor trusted.

What if Watson’s knowledge base is not factual?

Primary school children are taught to use Wikipedia for research, but not to trust it, as it’s not always right. They have to cross-reference multiple research sources before they accept the most likely answer. Can Watson detect facts from opinions, hearsay and rumours? Can it detect irony and sarcasm? Can it distinguish factual news from political propaganda and tabloid hype?

If we want to make Watson’s intelligence as “human-like” and reliable as possible, and to use it to drive decisions based on internet or social media content, its “engine” requires at least another dimension: Source reliability ranking. It has to learn when to trust a source and when to discredit it. It has to have a “learning” mechanism that re-evaluates the reliability of its sources as well as its own decision making process, based on the accuracy of its outcome. And since its knowledge base will be constantly growing, it also needs to re-assess previous decisions on new evidence. (i.e. a “belief revision” system).

Today, Watson is a knowledge regurgitating engine (albeit a very fast and sophisticated one). The full potential of Watson, will only be explored when it becomes a learning engine. Only then can we start talking about real decision intelligence.

Social Amnesia – What’s your social identity worth to you?

March 17, 2011 2 comments

I had the unfortunate experience of losing one of my Social Media accounts recently. And as per the popular song… You don’t know what you’ve got till it’s gone!

I like Social Networking: Even if I haven’t quite eschewed email and my C: drive, I rely heavily on my social network for information, for feedback and for personal communications. My 350 carefully vetted Twitter followers, my 150 Facebook family and friends, my 100 LinkedIn business contacts and University alumni, my 50 RedBubble artist friends and the dozen subscribers to my WordPress blog, make up most of my social network.

It’s not a huge network, but it’s mine, it is personal, it is relevant and it is important to me. Whether I like it or not, it also defines my public identity, to a certain extent.

So what happens when disaster strikes? What if all that was wiped away?

Louis Richardson very eloquently describes a new Information/Knowledge Management environment that centres around the individual and his social network rather than information collected in documents. (“People-centric vs. Content-centric” http://bit.ly/gU5Skf). AIIM (by voice of Geoffrey Moore) similarly describe the transition from “Systems of Record” to “Systems of Engagement”. (http://www.aiim.org/Research/AIIM-White-Papers/Systems-of-Engagement)

Both of these highlight the fact that my social identity is now a more important asset than the collection of knowledge artefacts that live on my hard disk and get backed up regularly.

I have no backup of my social identity!

Within my work environment, people will look to my social community profile, to understand who I am, where I come from and what my interest and expertise is, based on my profile, my tags, my network contacts, my blogs, the communities I belong to, the bookmarks I shared, etc

One day my public profiles (through a weird upgrade bug) got wiped clean. My profile was blank, my identity was gone! I was no longer an opinionated thought leader and social media zealot, or helpful ECM advocate with answers to questions. I was another blank profile with just a name.

Rebuilding that identity is not easy. Not only it takes time and effort, but trying to remember what was there to start with, is a nightmare. Who was I connected to? Which communities did I belong to? What tags did people assign to me? More importantly, how long will it take for my profile to “mature” to the same level of trust and credibility that it carried before?

Thinking about this, I realised how much I’ve come to rely on social media. Facebook and LinkedIn are my address & phone lists and birthday calendars for friends, family and work colleagues.  My on-line calendar is also my diary and meetings history log.  My blog site contains most of my innovative thoughts & nuggets from the last 3 years. The people I follow on twitter are my market intelligence engine. The people that follow me, are my influence sphere.

If these accounts were to suddenly disappear, I will have lost not only years of investment, but my social identity and my social memory. And that would cost me time, it would cost me operational efficiency, it would cost me credibility, it would cost me competitiveness, and it would cost me personal angst. It will ultimately have an impact to both my work and to my private life.

How do I protect this identity? Some tools, like Facebook, have their own mechanisms for taking a backup copy of your profile data. Did you know that? When was the last time you took a backup of your Facebook account? Other third-party tools (e.g. http://www.backupify.com) will backup and restore multiple public profiles from different tools. They are commendable, but not complete. And how many of us actually use them?

Take a step back: Imagine for a moment that your Facebook, LinkedIn and Twitter accounts are wiped clean. Imagine that your blog has no entries. In the people-centric world of social networking, what impact will this Social Amnesia have to your business and your personal life?

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