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Leveraging technology 
for profitability and innovation® 
t Is your firm struggling to keep up with the plethora of 
technology available for the legal market? 
t Do you need to develop a technology strategy for your 
firm – but are not sure where to start? 
t Are you concerned about how to manage the risks associated 
technology and reap the promised rewards? 
This workshop, proudly sponsored by Telstra, is designed to help 
law firm managers and leaders without a strong IT/technology 
background but who want to improve the way their firm 
leverages technology for competitive advantage. 
At this workshop you will: 
t Understand the benefits (and risks) associated with a range 
of technologies (from collaboration tools, mobility, discovery, 
cloud, to workflow automation, document management, and 
CRM systems) for law firms. 
t Learn how your firm can leverage technology to automate, 
optimise and outsource everyday legal and business 
processes, improving your operational efficiency and 
profitability. 
Wednesday 27 August 2014 
12.30 - 5.00 pm 
Led by Craig Rispin 
futurist & innovation expert 
CEO of Future Trends Group 
REGISTER NOW 
Technology Workshop Partner
Craig Rispin CSP 
#VTJOFTT'VUVSJTUBOE 
*OOPWBUJPOYQFSU 
XBSEXJOOJOH4QFBLFS
.FOUPSVUIPS 
,OPX'JSTUt#F'JSTUt1SPGJU'JSTU
$SBJHT$MJFOUT*ODMVEF
“Craig we’ve seen more 
change in the last 3 years 
than in the last 30.”
What We Will Cover Today: 
The Elephant in the Room - Security Scare 
Why Not Reboot Your Legal Office? 
Collaboration Tools 
Mobility 
Discovery 
Cloud Computing 
Document Management 
Workflow Automation 
CRM Systems
Technology Changes 
Exponentially 
People Think Linearl y
Mobile First 
Cloud First 
World
Today I run my 
business from my 
phone, I could 
never have 
imagined that a 
few years ago. 
~ Marc Benioff - CEO of Salesforce.com
How Big is Mobile Today? 
7B People in the World 
6.8B Mobile Subscribers 
1.5B 3G/LTE Subscribers
1.8 Billion Mobiles 
Sold in 2013 
Source: Gartner (February 2014)
97% 
Phones per 100 Citizens
But First...
This Session is Gamified
Gamification in the Oxford Dictionary: 
The application of typical elements of 
game playing (e.g. point scoring, 
competition with others, rules of play) 
to other areas of activity...
Organise Yourself 
Into Teams
Give Your Team a Name
You Will Earn Points Thru: 
Enthusiasm, Helpfulness 
Collaboration  Tasks
The Winning Team Receives:
Round One!
Let’s Address the Elephant 
in the Room
Incredible 
Opportunities Abound 
in Cloud Computing
But Fear Is Crippling 
Business Leaders
From Making Good 
Business Decisions
From Being Competitive 
and Retaining Staff
They Fear Modern 
Technology Tools 
Aren’t Secure
Meanwhile, 
They Are Being 
Hacked Everyday
Because They Are Using 
Outdated Technology
And Demonstrate 
Poor Security Measures
Can The Cloud Really Be 
More Secure Than Your 
In-House Systems?
Do You Know Who 
RSA Security Is?
Cyber Security - It’s a Crime!
Cyber Security: It’s a Crime! 
We Don’t Use Long  Strong Passwords 
We Use the Same Password at Multiple Places 
We Don’t Use Multi-Factor Authentication 
We Don’t Use Https Everywhere We Can on the ‘Net 
We Use Free WiFi at Public Places Without a VPN 
We Don’t Encrypt Our Sensitive Documents 
We Don’t Keep Our Security Software Updated 
We Don’t Audit Our IT Risk  Monitor Constantly 
We Don’t Use Devices We Can Wipe Remotely Instantly 
We Still Have Paper in Our Practice That Isn’t Secured 
We’re Sitting Ducks, But We Refuse to Innovate!
Batten Down the Hatches!
Use Long  Strong 
Passwords
Multi-Factor 
Authentication 
(aka 2-Step)
Use HTTPS: Everywhere 
(that you can…)
Use a VPN 
(Virtual Private Network)
Don’t Use ‘Free Wi-Fi” 
I'd avoid any unsecured wi-fi at airports, convention 
centers, or other busy public areas. 
This summer I had one of my email accounts jacked and 
my entire contact list flooded with spam shortly after 
connecting to an unsecured network at a convention 
center. 
I had assumed that is was just one of the vendors being 
sloppy, but someone had put out an active phishing 
hotspot. 
Lucky it was only my email, and my phone alerted me to 
the issue within a few minutes of it happening so I could 
regain control. 
Lifehacker User - THE RULES LAWYER
Encrypt Sensitive 
Documents
These are Your First 
Steps to Security
Not Your Last...
Your Tasks: 
1. Download LastPass.com - Install on Your PC (Free) 
2. Save at Least 5 of Your Websites in Your Vault 
Using Long, Strong Passwords Using the Generator 
3. Install Google Authenticator on Your Mobile 
4. Setup Multifactor Option in LastPass Settings 
5. Install Https Everywhere in Your PC/Mac Browsers
Tasks: 
25 Points Each
Round Two!
Technology of Today
Modern Businesses 
Have a Massive Advantage
Cloud-Based 
Mobile-Optimised 
Effortlessly-Automated 
Incredibly-Inexpensive 
Productivity Platforms
What Would You Do 
If You Were 
Starting Over Today?
What Would Someone 
Do If They Wanted to 
Compete With You?
Would You Buy Servers? 
Have an Office? 
Need Fixed Phone Lines?
Eric’s Crazy 
6 Minute Talk
Pick 3 Points 
Discuss
Technology Strategy 
Starts Here
Make a List of 
Requirements
Must Haves 
Like to Haves 
Maybe Someday
Your New Email, 
Calendar, Documents 
Platform
Office 365 is 
Hybrid Local  Cloud
Microsoft Office for iPad
Office 365 Packages
So?
Google Apps Marketplace
Clio
Cloud Document 
Managment
Mobile/Cloud 
eDiscovery
Mobile/Cloud 
Depositions
CRM
Cloud Legal Apps
Setting Your 
Technology Strategy
What are the top 3 biggest technology issues or annoyances within 
your firm? (choose your top three choices) 
2013 responses trending data 
17%! 
15%! 
14%! 
16%! 
13%! 
13%! 
16%! 
14%! 
12%! 
14%! 
16%! 
9%! 
8%! 
8%! 
36%! 
34%! 
37%! 
35%! 
12%! 
24%! 
25%! 
23%! 
22%! 
9%! 
29%! 
31%! 
11%! 
30%! 
57%! 
11%! 
7%! 
25%! 
11%! 
24%! 
10%! 
29%! 
9%! 
25%! 
31%! 
50%! 
11%! 
20%! 
28%! 
35%! 
41%! 
8%! 
13%! 
20%! 
28%! 
33%! 
Email management! 
Change: Managing expectations (users and 
management)! 
Change: Users' acceptance to change! 
Security/Risk management! 
Change: Keeping up with new versions of software! 
Costs: The general high cost of technology! 
Workload/Managing project loads! 
Consumerization (e.g., Consumerization (e.g., 
Consumerization bring your own device)! 
Storage Needs: Keeping up with storage needs! 
Training: Meeting needs for and/or getting 
participation in training! 
Costs: High software maintenance costs! 
Licensing: Software license and fee arrangements! 
Spyware/Malware/Viruses! 
34%! 
33%! 
28%! 
17%! 
14%! 
13%! 
13%! 
13%! 
12%! 
9%! 
8%! 
20%! 
36%! 
Email management! 
Change: Managing expectations (users and 
management)! 
Change: Users' acceptance to change! 
Security/Risk management! 
Change: Keeping up with new versions of 
software! 
Costs: The general high cost of technology! 
Workload/Managing project loads! 
Consumerization (e.bring your own device)! 
Storage Needs: Keeping up with storage needs! 
Training: Meeting needs for and/or getting 
participation in training! 
Costs: High software maintenance costs! 
Licensing: Software license and fee 
arrangements! 
Spyware/Malware/Viruses!
Consumerization (e.g., Consumerization (e.g., 
Consumerization (e.bring your own device)! 
Storage Needs: Keeping up with storage needs! 
Training: Meeting needs for and/or getting 
participation in training! 
Costs: High software maintenance costs! 
Licensing: Software license and fee 
Spyware/Malware/Viruses! 
E-Discovery! 
Vendor competency! 
Staffing-Related: IT staffing issues! 
Mobile device (smartphone) maintenance! 
Other! 
Print drivers and/or print-related issues! 
Roaming profiles in Microsoft Windows! 
click here for 
results by firm size 
13%! 
12%! 
9%! 
8%! 
16%! 
14%! 
8%! 
11%! 
11%! 
16%! 
ILTA’s 2013 Technology Survey 
Analysis and Results 
8%! 
8%! 
9%! 
7%! 
7%! 
5%! 
5%! 
4%! 
4%! 
4%! 
9%! 
8%! 
4%! 
4%! 
3%! 
5%! 
4%! 
9%! 
17%! 
4%! 
12%! 
35%! 
12%! 
22%! 
3%! 
6%! 
1%! 
17%! 
4%! 
14%! 
7%! 
25%! 
11%! 
24%! 
3%! 
8%! 
14%! 
3%! 
8%! 
13%! 
Consumerization bring your own device)! 
Storage Needs: Keeping up with storage needs! 
Training: Meeting needs for and/or getting 
participation in training! 
Costs: High software maintenance costs! 
Licensing: Software license and fee arrangements! 
Spyware/Malware/Viruses! 
E-Discovery! 
Vendor competency! 
Staffing-Related: IT staffing issues! 
Mobile device (smartphone) maintenance! 
Other! 
Spam! 
Costs: Cost of hosting client data (e.g., litigation cases)! 
Print drivers and/or print-related issues! 
Roaming profiles in Microsoft Windows! 
0%! 25%! 50%! 75%! 2013! 
2012! 
2011! 
13%! 
13%! 
13%! 
12%! 
9%! 
8%! 
8%! 
8%! 
7%! 
5%! 
5%! 
4%! 
4%! 
3%! 
3%! 2010! 
0%! 25%! 50%! 75%! 100%! 
Costs: Cost of hosting client data (e.g., litigation 
cases)! 
Spam! 
arrangements! 
2013! 
Costs: Costs of hosting client data 
(e.g., litigation cases) 
Costs: Costs of hosting client data 
(e.g., litigation cases)
Business Strategy  
Open Innovation
What’s our 
Winning Aspiration? 
Where will we play? 
How will we win? 
What capabilities 
must we have? 
What management 
system are required?
Open Innovation
A.G. Lafley on Open Innovation
Up 
10 Types of Innovation 
Business 
Model 
Networks 
 Alliances 
Human 
Capital 
Core 
Processes 
Channel 
Management 
Service 
Offering 
Product 
Systems 
Product  
Performance 
Brand 
Promise 
Customer 
Experience
Networks  Alliances
You Must Think Like 
an Innovator
You Must Be Open 
to New Ideas and 
New Opportunities
You Must Share 
Innovative Ideas  
Collaborate on Projects
Up 
10 Types of Innovation 
Business 
Model 
Networks 
 Alliances 
Human 
Capital 
Core 
Processes 
Channel 
Management 
Service 
Offering 
Product 
Systems 
Product  
Performance 
Brand 
Promise 
Customer 
Experience
Why? 
Because in a Time of 
Massive Change, 
Doing Nothing is Risk
Financial - Customer - Process Strategy Map 
Financial 
Perspective 
What are our most important financial 
outcomes? 
Customer 
Perspective 
How should we appear to customers? 
Process 
Perspective 
At what do we need to excel to 
fulfill customer expectations? 
Learning  Growth 
Perspective 
How will we sustain our ability to 
improve?
ALPMA Technology Workshop with Craig Rispin, Business Futurist & Innovation Expert
ALPMA Technology Workshop with Craig Rispin, Business Futurist & Innovation Expert

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ALPMA Technology Workshop with Craig Rispin, Business Futurist & Innovation Expert

  • 1. Leveraging technology for profitability and innovation® t Is your firm struggling to keep up with the plethora of technology available for the legal market? t Do you need to develop a technology strategy for your firm – but are not sure where to start? t Are you concerned about how to manage the risks associated technology and reap the promised rewards? This workshop, proudly sponsored by Telstra, is designed to help law firm managers and leaders without a strong IT/technology background but who want to improve the way their firm leverages technology for competitive advantage. At this workshop you will: t Understand the benefits (and risks) associated with a range of technologies (from collaboration tools, mobility, discovery, cloud, to workflow automation, document management, and CRM systems) for law firms. t Learn how your firm can leverage technology to automate, optimise and outsource everyday legal and business processes, improving your operational efficiency and profitability. Wednesday 27 August 2014 12.30 - 5.00 pm Led by Craig Rispin futurist & innovation expert CEO of Future Trends Group REGISTER NOW Technology Workshop Partner
  • 2. Craig Rispin CSP #VTJOFTT'VUVSJTUBOE *OOPWBUJPOYQFSU XBSEXJOOJOH4QFBLFS .FOUPSVUIPS ,OPX'JSTUt#F'JSTUt1SPGJU'JSTU
  • 4. “Craig we’ve seen more change in the last 3 years than in the last 30.”
  • 5. What We Will Cover Today: The Elephant in the Room - Security Scare Why Not Reboot Your Legal Office? Collaboration Tools Mobility Discovery Cloud Computing Document Management Workflow Automation CRM Systems
  • 6. Technology Changes Exponentially People Think Linearl y
  • 7. Mobile First Cloud First World
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  • 11. Today I run my business from my phone, I could never have imagined that a few years ago. ~ Marc Benioff - CEO of Salesforce.com
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  • 16. How Big is Mobile Today? 7B People in the World 6.8B Mobile Subscribers 1.5B 3G/LTE Subscribers
  • 17. 1.8 Billion Mobiles Sold in 2013 Source: Gartner (February 2014)
  • 18. 97% Phones per 100 Citizens
  • 20. This Session is Gamified
  • 21. Gamification in the Oxford Dictionary: The application of typical elements of game playing (e.g. point scoring, competition with others, rules of play) to other areas of activity...
  • 23. Give Your Team a Name
  • 24. You Will Earn Points Thru: Enthusiasm, Helpfulness Collaboration Tasks
  • 25. The Winning Team Receives:
  • 27. Let’s Address the Elephant in the Room
  • 28. Incredible Opportunities Abound in Cloud Computing
  • 29. But Fear Is Crippling Business Leaders
  • 30. From Making Good Business Decisions
  • 31. From Being Competitive and Retaining Staff
  • 32. They Fear Modern Technology Tools Aren’t Secure
  • 33. Meanwhile, They Are Being Hacked Everyday
  • 34. Because They Are Using Outdated Technology
  • 35. And Demonstrate Poor Security Measures
  • 36. Can The Cloud Really Be More Secure Than Your In-House Systems?
  • 37. Do You Know Who RSA Security Is?
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  • 48. Cyber Security - It’s a Crime!
  • 49. Cyber Security: It’s a Crime! We Don’t Use Long Strong Passwords We Use the Same Password at Multiple Places We Don’t Use Multi-Factor Authentication We Don’t Use Https Everywhere We Can on the ‘Net We Use Free WiFi at Public Places Without a VPN We Don’t Encrypt Our Sensitive Documents We Don’t Keep Our Security Software Updated We Don’t Audit Our IT Risk Monitor Constantly We Don’t Use Devices We Can Wipe Remotely Instantly We Still Have Paper in Our Practice That Isn’t Secured We’re Sitting Ducks, But We Refuse to Innovate!
  • 50. Batten Down the Hatches!
  • 51. Use Long Strong Passwords
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  • 63. Use HTTPS: Everywhere (that you can…)
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  • 66. Use a VPN (Virtual Private Network)
  • 67.
  • 68.
  • 69. Don’t Use ‘Free Wi-Fi” I'd avoid any unsecured wi-fi at airports, convention centers, or other busy public areas. This summer I had one of my email accounts jacked and my entire contact list flooded with spam shortly after connecting to an unsecured network at a convention center. I had assumed that is was just one of the vendors being sloppy, but someone had put out an active phishing hotspot. Lucky it was only my email, and my phone alerted me to the issue within a few minutes of it happening so I could regain control. Lifehacker User - THE RULES LAWYER
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  • 76.
  • 77. These are Your First Steps to Security
  • 79.
  • 80. Your Tasks: 1. Download LastPass.com - Install on Your PC (Free) 2. Save at Least 5 of Your Websites in Your Vault Using Long, Strong Passwords Using the Generator 3. Install Google Authenticator on Your Mobile 4. Setup Multifactor Option in LastPass Settings 5. Install Https Everywhere in Your PC/Mac Browsers
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  • 87. Modern Businesses Have a Massive Advantage
  • 88. Cloud-Based Mobile-Optimised Effortlessly-Automated Incredibly-Inexpensive Productivity Platforms
  • 89. What Would You Do If You Were Starting Over Today?
  • 90. What Would Someone Do If They Wanted to Compete With You?
  • 91. Would You Buy Servers? Have an Office? Need Fixed Phone Lines?
  • 92.
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  • 94.
  • 95. Eric’s Crazy 6 Minute Talk
  • 96. Pick 3 Points Discuss
  • 97.
  • 99. Make a List of Requirements
  • 100. Must Haves Like to Haves Maybe Someday
  • 101. Your New Email, Calendar, Documents Platform
  • 102.
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  • 104. Office 365 is Hybrid Local Cloud
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  • 122. So?
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  • 125. Clio
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  • 150. CRM
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  • 162. What are the top 3 biggest technology issues or annoyances within your firm? (choose your top three choices) 2013 responses trending data 17%! 15%! 14%! 16%! 13%! 13%! 16%! 14%! 12%! 14%! 16%! 9%! 8%! 8%! 36%! 34%! 37%! 35%! 12%! 24%! 25%! 23%! 22%! 9%! 29%! 31%! 11%! 30%! 57%! 11%! 7%! 25%! 11%! 24%! 10%! 29%! 9%! 25%! 31%! 50%! 11%! 20%! 28%! 35%! 41%! 8%! 13%! 20%! 28%! 33%! Email management! Change: Managing expectations (users and management)! Change: Users' acceptance to change! Security/Risk management! Change: Keeping up with new versions of software! Costs: The general high cost of technology! Workload/Managing project loads! Consumerization (e.g., Consumerization (e.g., Consumerization bring your own device)! Storage Needs: Keeping up with storage needs! Training: Meeting needs for and/or getting participation in training! Costs: High software maintenance costs! Licensing: Software license and fee arrangements! Spyware/Malware/Viruses! 34%! 33%! 28%! 17%! 14%! 13%! 13%! 13%! 12%! 9%! 8%! 20%! 36%! Email management! Change: Managing expectations (users and management)! Change: Users' acceptance to change! Security/Risk management! Change: Keeping up with new versions of software! Costs: The general high cost of technology! Workload/Managing project loads! Consumerization (e.bring your own device)! Storage Needs: Keeping up with storage needs! Training: Meeting needs for and/or getting participation in training! Costs: High software maintenance costs! Licensing: Software license and fee arrangements! Spyware/Malware/Viruses!
  • 163. Consumerization (e.g., Consumerization (e.g., Consumerization (e.bring your own device)! Storage Needs: Keeping up with storage needs! Training: Meeting needs for and/or getting participation in training! Costs: High software maintenance costs! Licensing: Software license and fee Spyware/Malware/Viruses! E-Discovery! Vendor competency! Staffing-Related: IT staffing issues! Mobile device (smartphone) maintenance! Other! Print drivers and/or print-related issues! Roaming profiles in Microsoft Windows! click here for results by firm size 13%! 12%! 9%! 8%! 16%! 14%! 8%! 11%! 11%! 16%! ILTA’s 2013 Technology Survey Analysis and Results 8%! 8%! 9%! 7%! 7%! 5%! 5%! 4%! 4%! 4%! 9%! 8%! 4%! 4%! 3%! 5%! 4%! 9%! 17%! 4%! 12%! 35%! 12%! 22%! 3%! 6%! 1%! 17%! 4%! 14%! 7%! 25%! 11%! 24%! 3%! 8%! 14%! 3%! 8%! 13%! Consumerization bring your own device)! Storage Needs: Keeping up with storage needs! Training: Meeting needs for and/or getting participation in training! Costs: High software maintenance costs! Licensing: Software license and fee arrangements! Spyware/Malware/Viruses! E-Discovery! Vendor competency! Staffing-Related: IT staffing issues! Mobile device (smartphone) maintenance! Other! Spam! Costs: Cost of hosting client data (e.g., litigation cases)! Print drivers and/or print-related issues! Roaming profiles in Microsoft Windows! 0%! 25%! 50%! 75%! 2013! 2012! 2011! 13%! 13%! 13%! 12%! 9%! 8%! 8%! 8%! 7%! 5%! 5%! 4%! 4%! 3%! 3%! 2010! 0%! 25%! 50%! 75%! 100%! Costs: Cost of hosting client data (e.g., litigation cases)! Spam! arrangements! 2013! Costs: Costs of hosting client data (e.g., litigation cases) Costs: Costs of hosting client data (e.g., litigation cases)
  • 164. Business Strategy Open Innovation
  • 165.
  • 166.
  • 167. What’s our Winning Aspiration? Where will we play? How will we win? What capabilities must we have? What management system are required?
  • 169. A.G. Lafley on Open Innovation
  • 170. Up 10 Types of Innovation Business Model Networks Alliances Human Capital Core Processes Channel Management Service Offering Product Systems Product Performance Brand Promise Customer Experience
  • 172. You Must Think Like an Innovator
  • 173. You Must Be Open to New Ideas and New Opportunities
  • 174. You Must Share Innovative Ideas Collaborate on Projects
  • 175. Up 10 Types of Innovation Business Model Networks Alliances Human Capital Core Processes Channel Management Service Offering Product Systems Product Performance Brand Promise Customer Experience
  • 176. Why? Because in a Time of Massive Change, Doing Nothing is Risk
  • 177. Financial - Customer - Process Strategy Map Financial Perspective What are our most important financial outcomes? Customer Perspective How should we appear to customers? Process Perspective At what do we need to excel to fulfill customer expectations? Learning Growth Perspective How will we sustain our ability to improve?