Finding ways to capture firm and attorney experience has been increasing in interest, importance – and impact – for firms of all sizes. This is due to a number of trends including firm growth, talent retention, technology adoption and client demands.

The core concepts of experience management can include a range of diverse objectives from firmwide collaboration to integration strategies to marketing and business development to operational efficiencies. Additionally, experience management can be a complex and complicated project as there is no ‘one size fits all’ approach regarding implementation, technology and sustainability. However, there are some universal, critical questions that need to be asked and answered during the planning phase of the project, which is key to success.

As with most technology implementations, success starts with a plan. Some topics that need to be addressed during the planning process before beginning an experience management project include:

It’s important to spend time on the planning phase to ensure that you get these things right because these projects can be expensive and time–consuming – and you don’t always get a second chance.

Join Chris Fritch, President of CLIENTSFirst Consulting, who is a leading evaluator and implementor of marketing and BD technologies in the professional services space, and Clinton Gary, Founder of Credo Consulting, a growth and collaboration consulting firm. Clinton will share a wealth of knowledge gathered during multiple successful experience management implementations at a number of Am Law and Big 4 accounting/consulting firms

In Part 1 of this Experience masterclass, Clinton and Chris will outline a framework for assessing your firm’s Experience needs and planning an Experience Management implementation. They will also cover many of the critical questions that need to be answered up-front before beginning a project and will share information, ideas and best practices for success.

Learning objectives Include:

Later classes will cover additional important topics including evaluation, selection and implementation of Experience Management platforms and ways to capture value, gain buy-in and enhance the success and value of an Experience Management program.

Register here!