Month: December 2023

Learning Impact at Every Stage of the Employee LifeCycle

Author: Dave Seligsohn, Chief Product and Services Officer at Traveling Coaches

I believe:

  • Learning does not operate in a vacuum
  • Learning is an essential part of Change Management
  • What gets measured, gets done
  • Learning is most effective in the “moment of need”

Establishing a seamless foundation for an effective learning organization involves applying these four statements to every stage of the Employee Lifecycle: recruitment, onboarding, management, development, promotion, and exit/retirement.
This integration is crucial for driving overall business growth and improvement. Let’s look at these one by one:

Learning Does Not Operate in a Vacuum

Learning does not operate in a vacuum.  Once you move past compliancy and required minimal training activities, you begin to focus on actual behavioral change.  When behavior changes, you have the ability to observe and measure results, leading to performance improvement (hopefully) and, by definition, learning has just bled into performance or talent management, career pathing, salary and bonus payments, etc.  Learning may be the catalyst, but its impact is far reaching. 

Learning is an Essential Part of Change Management

To remain successful, companies, their teams, the roles and the people in them are in a constant state of change. After all, if something isn’t constantly changing, then by definition, it is dying or already dead. The paradox here is that few of us love change. So, we need training, enablement, support and encouragement to help us not only embrace the change, but to prepare for it and equip ourselves to successfully execute it once it is here. Change Management without learning as a key enabling factor is doomed to fail.

What Gets Measured, Gets Done

There is a basic “math” equation I like to use in this instance: Here is our business today. Add in the “change.” What is different? Business + Change = ??? Learning should result in measured behavioral change (hopefully for the better!). Improved individual behaviors will equal better team performance, which, in turn, will lead to measurable business results (increased revenue, reduced cost, higher customer satisfaction and/or retention, removal of risk, etc.). The key is tying learning to the anticipated business result BEFORE you implement the change. In this way, you can track it, determining if the change did what you thought (or hoped!) it would.

Learning is Most Effective in the “Moment of Need”

Research clearly shows that when there is need – and the more urgent and significant the need, the greater the imperative – full adoption and expression of learning is more frequent and more impactful as measured by performance improvement. The opposite is also true – learning without an urgent need or triggering event is often lost fairly quickly and may never be applied to actual job performance. There is an inverse relationship between when the learning takes place and the timing of its application; the longer the interval, the weaker the impact of the learning event. So, how do we measure learning when it happens in the moment of need? The key here is the right combination of quantitative (factual numbers, outcomes and measurable results) and qualitative (observed behaviors, team interactions, peer, customer and manager feedback) data to paint the right picture. Only looking at one of these can lead you to missing the mark on the true impact of learning or the intended change.

Taking the above foundational concepts and applying them to the Employee Lifecycle, here are some ways you can apply and measure learning at every stage:

To learn more, or to talk about this in greater detail, let’s continue the conversation.

Unlocking Efficiency and Productivity: AI Solutions for Legal Professionals

In the fast-paced world of legal practice, staying ahead often requires more than just legal expertise. The integration of cutting-edge technology can significantly enhance efficiency, allowing legal professionals to focus on what they do best—providing top-notch legal services. In this article, we’ll explore two groundbreaking AI solutions designed to streamline workflows and boost productivity within the legal community: Microsoft 365 Copilot and ndMAX. We’ll also discuss choosing the right AI tool for the task at hand.

Copilot: Your Intelligent Legal Assistant

Seamless Integration with Microsoft 365 (M365)

Copilot sets itself apart by being a secure, enterprise-level solution seamlessly integrated into the Microsoft 365 ecosystem. This means legal professionals can harness the power of Generative AI directly within their familiar M365 applications. Whether you’re drafting documents, analyzing data, or managing your calendar, Copilot acts as your personal assistant, providing invaluable support at every step.

Generative AI at Your Fingertips

Copilot goes beyond being a time-saving device. It leverages Generative AI to assist professionals in nearly every aspect of their work. Imagine having an intelligent tool that not only helps you draft documents but also analyzes data, making your research more efficient and comprehensive, assists with business development, and more. With Copilot, the power of AI is truly at your fingertips whenever and wherever you need it.

Enhancing Legal Workflows

Professionals can now streamline their workflows with Copilot, allowing for more strategic thinking and less time spent on routine tasks. From recapping meeting minutes and action items, to reviewing your inbox and prioritizing emails to drafting effective business and trial presentations, Copilot becomes an indispensable ally, contributing to the overall effectiveness and success of your legal practice.

ndMAX: Revolutionizing Legal Productivity on NetDocuments

AI-Powered Products within NetDocuments

ndMAX is a groundbreaking suite of AI-powered products strategically embedded throughout the NetDocuments platform for the development of legal documents. Specifically designed for the legal community, ndMAX aims to maximize productivity while maintaining the highest standards of security and user compliance.

Efficiency Across Legal Workflows

Legal professionals can now save valuable time on tasks such as drafting documents, business intake, summarizing lengthy records, analyzing arguments, identifying relevant case law, and more with ease. ndMAX is engineered to accelerate practice productivity for speed, impact, and accuracy, ensuring that your legal team operates at its full potential.

Responsibly Leveraging AI

One of the key strengths of ndMAX is its commitment to responsible AI usage. The suite operates within user guardrails, providing a secure and ethical framework for legal professionals to leverage AI capabilities. ndMAX is exempt from Microsoft’s standard automated and human review processes. This ensures that the power of AI is harnessed responsibly, aligning with the highest standards of legal practice.

A Future-Ready Legal Practice

In a legal landscape that demands both speed and accuracy, embracing AI solutions like Copilot and ndMAX can revolutionize the way legal professionals operate. These innovative tools not only save time but also empower staff to elevate their practice to new heights. By seamlessly integrating into existing ecosystems and offering tailored solutions for your workflows, Copilot and ndMAX pave the way for a future-ready legal practice—one where efficiency, productivity, and excellence go hand in hand.

The Imperative of Training and Support for AI Integration

To harness the efficiency and productivity promised by AI solutions like Copilot and ndMAX, comprehensive training and ongoing support are imperative. Recognizing the transformative potential of AI, law firms must invest in tailored training programs to equip their people with the skills and confidence needed for seamless integration into daily workflows. 

Addressing the learning curve associated with adopting AI tools is crucial, requiring programs that cover basic functionalities and provide advanced training. Continuous learning opportunities are essential to keeping legal professionals updated on the latest features, ensuring that AI integration remains an evolving and beneficial aspect of the firm. 

Traveling Coaches is your AI training partner.

A future-ready legal practice not only involves acquiring cutting-edge AI tools but also requires investment in the knowledge and skills necessary for their effective utilization through robust training and support initiatives. Reach out to us today to discuss your AI training and adoption plan.

Boosting Legal Productivity with Microsoft Copilot

Why Law Firms Should Embrace Microsoft Copilot

In a world where time is of the essence, legal professionals are constantly seeking ways to enhance efficiency without compromising security. The recent surge in the adoption of ChatGPT showcased the demand for AI-powered solutions, but it comes with a significant drawback—security concerns. Enter Microsoft Copilot, an enterprise solution that not only provides the advantages of Generative AI but also addresses the risks associated with data security. In this article, we’ll explore what you should consider when embracing Microsoft Copilot and how it can transform legal workflows.

Unveiling Microsoft Copilot

Microsoft Copilot, unlike its counterparts, is designed to be a secure, enterprise-level solution that seamlessly integrates into the Microsoft 365 (M365) ecosystem. This means it is embedded in all your M365 applications, ensuring that the power of Generative AI is at your fingertips whenever and wherever you need it. More than just a time-saving tool, Copilot acts as your personal assistant, assisting legal professionals in with various aspects of their work.

Security First

One of the primary concerns with ChatGPT and similar platforms is the potential risk of data leaks, especially when dealing with sensitive information common in legal practice. Microsoft Copilot prioritizes security, offering law firms the confidence to leverage AI without compromising the integrity of client or firm data. With Copilot, you can enjoy the benefits of Generative AI without the associated security headaches.

Boosting Productivity

Early benchmark data for Microsoft Copilot indicates a substantial time savings from minutes to hours each day depending on the tasks. Imagine what your legal team could achieve with that extra time; focused on higher-value tasks, ultimately improving overall productivity.

Seamless Integration with M365

Microsoft Copilot is not a standalone tool—it’s an integral part of the M365 suite. This seamless integration ensures that legal professionals can access Copilot within the familiar environment of their existing applications. Whether creating new business presentations, composing or catching up on emails in Outlook, or running efficient department meetings in Teams, Copilot is there to enhance the workflow without the need for additional installations or disruptions.

Your Personal Assistant

Microsoft Copilot is more than just a time-saving tool; it’s a personal assistant for legal professionals. Want to draft email responses based on your past emails? Need to catch up on your emails after being in trial all day or after a vacation? Would you like Copilot to recap a meeting and list the action items? Copilot has you covered. 

Copilot can handle many of the things you typically can’t bill for that suck time out of your day. Its adaptability and understanding of legal language make it an indispensable tool for a wide range of tasks, empowering legal professionals to work more efficiently and effectively.

As legal professionals seek ways to optimize their workflows, Microsoft Copilot emerges as a secure, powerful solution that not only saves time but also prioritizes data security. With its seamless integration into the M365 ecosystem, Copilot becomes an indispensable part of the legal toolkit, offering a new level of efficiency and productivity. 

At Traveling Coaches, we believe that empowered individuals improve organizations, and we’re ready to help your law firm unlock the full potential of Microsoft Copilot. Contact our team today to embark on a journey of innovation and efficiency in your legal practice.