Implementing Automation the Right Way in Your Organization

When it comes to implementing automation, thorough planning and securing alignment across business functions help ensure a smooth transition, as Lauren Burnside writes in a blog post for Mitratech.

Key missteps in the process include vague objectives, poor change management, over-automation, and inadequate scalability. Legal ops should take note of these tips from Burnside:

• Setting clear, measurable goals such as reducing contract approval time or automating routine tasks can provide a roadmap for success. These targeted objectives ensure that the automation project aligns with business strategy and tracks progress effectively.
• Employees may resist new automated processes or struggle to adopt them. Change management is critical in addressing user resistance. Involving key stakeholders early and offering tailored training will ensure a smoother transition and greater acceptance.

• Over-automation, or trying to automate too many tasks too quickly, can overwhelm teams and create complications. Starting small and scaling gradually allows for easier adoption and assessment.
• Scalability requires selecting automation tools that can grow with the organization, avoiding costly future upgrades. Base the selection of your new system on a platform rather than a vendor or siloed services. Take into account industry reputation and established expertise.

To avoid missteps in implementing automation, follow best practices that include partnering with technology experts, cross-departmental collaboration, and ongoing monitoring and optimization of automated processes.

A careful, phased approach to automation backed by measurable goals, supportive change management, and adaptable tools can drive sustained success. By following these strategies, legal departments can avoid missteps in implementing automation and maximize its potential to streamline operations, foster growth, and achieve long-term benefits.