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Monthly Archives: July 2009

Anyone who’s worked with me at any point over the last 5 years knows how seriously I take workflow.  As a concept, it is in fact the foundational component of my IPM Value Pyramid.  If you accept the notion, as I’ve stated many times, that the best means to achieve the ephemeral “Knowledge Management” is to focus on the low hanging fruit – simple and direct process improvements designed to address the everyday work of practitioners – then you understand how important and transformational a tool workflow, as both a concept and system, can be to an organization.  

More than anything else, workflow is method by which an organization can formalize and codify its policies and procedures in the systems that it implements to support its practices.  But in practice, workflow seems to be manifest as large-footprint technologies that are out of the reach of all but the largest firms, because its costs are so astronomical.

Why should implementing a technology that designed to use and present systems you already own and use be such an expensive proposition?  Even systems that advertise workflow components built-in seem to use tremendous poetic license in making those claims.  Most current IP Management systems claim to have “robust” workflow functionality; but absolutely no IP Management system on the market today can so much as provide a built-in faculty for automating a task (say, opening a new matter) based on an external trigger.

Workflow is the opportunity to make transformative practice changes.  We should have higher expectations.

Initiative # 5:  Automated Docket Clearance – my proposition

My vision for automated docket clearance would go something like the following. Please note, all current “next-gen” IP Management systems (the thin-client, web-based collaborative models) are built to manage the following process; they’re just not deployed with any imagination:

  1. Lawyers would log in to their “My Matters” screen in the morning and review their due dates for the day (or week or month – we should all be clearing dates well in advance, right?) Read More »

Continuing my series on “quick and dirty” process improvement initiatives that don’t cost anything to implement:

Initiative # 5:  Automated Docket Clearance

Well, I might be stretching the definition of “quick and dirty” here, but I really think that one of the most transformational changes an IP practice can make is to leverage their IP Management system to implement a workflow for the automation of the docket clearance process.  Read More »

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Continuing my series on “quick and dirty” process improvement initiatives that don’t cost anything to implement:

Initiative # 4:  Review your docket progressions

In my many years of working with IP docket groups, both in-house and in law firms, I’ve observed that there are as many approaches to managing docket progressions as there are IP practices.  Some have little structure and docket most actions as “ad-hoc”, while other engineer every possible interaction with the docket system to anticipate every plausible scenario.  Of course, you can likely predict that my suggestion would be to find a balance that’s middle-of-the-road.  What I can say is that most every IP practice can benefit from a review of their docketing procedures.  Read More »

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