IT strategy: Difference between revisions

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Ground up IT strategy
Ground up {{tag|IT strategy}}
The [[innovation paradox]]
==What is your ''hole''?==
what do you want? In Management Consultant speak, what is your “key objective”?
*The customer in the hardware store doesn't want a power drill. She wants ''a hole in the wall''. (Theodore Levitt)
*The question is not "could we have a chatbot" but ''what is the problem we are trying to solve?''.
==What is technology?==
It's not just about computers
*The primarily technology we deal with is [[legal technology]]. We need to simplify that before we can simplify the computer tech. - See: ''[[strategic over tactical]]''
*The first step to simplifying legal technology is to simplify the source code on which legal technology is compiled: Language
**Plain English isn't a fad or an optional extra. It's a fundamental design principle. It's easier and cheaper to ''code'' for plain English.
==Constraints==
===Resources===
There is a marked lack of financial and HR resources to implement new systems:
*To buy new IT (Bottom line expense)
*To package/maintain/install IT (Technology resource)
*To configure new IT for the firm (Technology resource)
*To configure for use by legal (Legal/Technology resource)
*To train users (internal Legal/Technology resource) - do not underestimate the importance and difficult of this


===Constraints===
NB: users who are legally and technically literate are '''rare'''.
*Few resources
**To pay for IT
**To package/maintain/install IT
**To configure for use
**To train users


===Institutional Problems===
===Institutional Problems===
====The Meatware====
====The Meatware====
*User intransigence
*User intransigence
**technological: don’t understand/like new technology imposed on us; we have change fatigue
**technological: don’t understand/like new technology; significant change fatigue
**Technical: trained to be inflexible; formal;
**Technical: Our skill is creating and articulating bespoke solutions, not commoditising standard ones.
**Lawyers don’t write well. Legal drafting is convoluted, over particularised, and therefore prone to negotiation and error
**Lawyers don’t write well. Legal drafting is convoluted, over-particularized, prone to formalistic negotiation ([[for the avoidance of doubt]]...) and error (the inevitably missing “[[not]]”)
*User knowledge is imperfect
*User knowledge is imperfect
**Individuals who don’t understand policies are incentivised to apply them literally (being institutionally short an option - see below)  
**Individuals who don’t understand policies are incentivised to apply them literally (being institutionally short an option - see below)  
**Institutional Knowledge: Generally is good (UBS turnover is comparatively low) but we leak institutional knowledge and it is not tracked and captured.
**Institutional Knowledge: Generally is good but we leak institutional knowledge and it is not tracked and captured.
*Institutional knowledge is poor
*Institutional knowledge is poor
**We don’t track our decisions - no MI kept on litigation close shaves; which issues come up and which don’t.
**We don’t track our decisions - no MI kept on litigation close shaves; which issues come up and which don’t.
*Legal department’s institutional position: Being a control function, Legal is “short an option” - will get no credit for approving a deal that is successful; will be criticised for failing to approving a deal which encounters any legal issues.
*Legal department’s institutional position: Being a control function, Legal is “short an option”  
**Important to carefully differentiate legal from commercial issues and allocate ownership correctly.
**We are not rewarded for approving successful business;  
**We are criticised for approving business which encounters any legal issues.
***Important to differentiate legal and commercial issues and allocate ownership correctly. (e.g.: indemnities are, ultimately, commercial and not legal issues)


====The firmware====
====The firmware====
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**Workshare
**Workshare
*Opportunities to enhance/improve existing tools
*Opportunities to enhance/improve existing tools
**TADH
*Easy implementation to enhance interaction and connectivity
*Easy implementation to enhance interaction and connectivity
**“Business Data Catalogs” to interrogate external databases from within Sharepoint
**“Business Data Catalogs” to interrogate external databases from within Sharepoint
**Application Interfaces (“API”s)
**Application Interfaces (“API”s)
*Open source solutions - There is a lot of good, free software available (e.g. Mediawiki)
*You have to spend to save: Some technology is worth investing in.


===There are benefits to doing things differently===
We are in a new world, and we should upgrade our practices  to take account of it: e.g. Electronic execution,
*collects audited information about the time and date of execution
*documente assembly naturally stores documentation and collects key metadata about the variable content of the agreements
===Challenge===
*First: clean up: it is much easier to automate a simple structure than a complicated one. Simple structures are more scalable, less prone to error.
*Small projects: See above. Be unambitious. Small, unglamorous projects save resources incrementally and buy time for projects.
**e.g., Confidentiality Agreements
*Co-ordinate: each project should be managed separately, but users should be encouraged to share technology, and build on each other’s  work - centr


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