Secrets to Implementation Success with Evan Wong

UpLevel View

Join the UpLevel View as Senior Advisors Sumi Trombley and Brian Hupp chat with Checkbox CEO Evan Wong about the "Secrets to Implementation Success." Discover how to navigate legal tech rollouts, overcome roadblocks, and drive team adoption. Gain expert tips on aligning technology with business goals, fostering collaboration, and optimizing legal service delivery. Tune in for actionable strategies to transform your legal department and enhance your legal leadership vision today!

Guest

Evan Wong is the CEO and co-founder of Checkbox, a multi-award-winning no-code workflow automation platform. Evan has worked with many legal teams globally on their digital transformation projects by leveraging the power of no-code automation. He has helped redefine how lawyers conduct intake and triage, generate documents, provide advice, and facilitate workflows.

Highlights

• Evan Wong’s dream automation: laundry.
• Process comes before technology.
• Aligning technology with corporate strategy.
• Importance of defining success early.
• Recognizing the signs when to start looking for solutions.
• The risks of distraction in legal work.
• How to identify when ready for technology implementation.
• Cultural and mindset shifts for tool adoption.
• Perfection as the enemy of good.
• Importance of early stakeholder alignment.
• Tips for managing stakeholder feedback.
• Bringing stakeholders on the journey.
• Leadership buy-in is crucial for success.
• The role of training and AI chatbots in change management.
• Common pitfalls in technology implementation.
• The need for project management rigor.
• Importance of intentionality in legal operations.

Episode Resources

• UpLevel Ops Master Chef GPT: https://chatgpt.com/g/g-oVwrdPo0I-master-chef
• UpLevel Ops Wanderlust GPT: https://chatgpt.com/g/g-eDSeep6qT-wanderlust-guide
• Thought Leadership from UpLevel Ops: https://uplevelops.com/thoughtleadership/
• LINK (Legal Innovators Network): http://Linkforlegal.com
• Connect with Stephanie Corey
• https://www.linkedin.com/in/stephcorey-ulo
• https://fr.linkedin.com/company/uplevel-ops
• https://uplevelops.com/
• https://uplevelops.com/legal-operations-consulting/
• https://uplevelops.com/thoughtleadership/
• https://uplevelops.com/services/gai-management/
• Connect with Evan Wong
• https://www.checkbox.com/