File Notes Podcast’s Post

🚀 Tompkins Wake's Success Recipe for Implementing Actionstep: 1️⃣ Choosing the Right Partner: Collaborating with Verlata Consulting, a seasoned implementation partner, was key. Their expertise and experience paved the way for success, complemented by Tompkins Wake's strong in-house team. 2️⃣ Data Delve: Understanding and refining data was crucial. To ensure a smooth transition, Tompkins Wake tackled challenges such as poor data sanitization and multiple data sources head-on. 3️⃣ Dedicated Effort: A dedicated team put in significant work to migrate documents and collaborate with software developers to tailor Actionstep's functionality, particularly in document management, to suit the firm's needs. 4️⃣ Training and Preparation: Ensuring the team was trained and the firm was prepared for the new system while still maintaining workflow was a priority. 5️⃣ Migration Milestone: The actual migration required a stand-down period, necessitating financial reconciliation. Being prepared for this meant that Tompkins Wake navigated this transition with precision. Stay tuned for more insights from our conversation with Tompkins Wake's Chief Information Officer Matthew Vaughan on Tuesday! 🎙️ #LegalTech #ImplementationSuccess #Actionstep

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