Here are some of their tips, lightly edited for length and clarity:
Jared: In 30 seconds or less, what are your best productivity hacks for using case management software?
Rohit Parekh, Vice President of Customer Success, Matter365: I think the best productivity hack is whatever case management system you’re using or whatever integrations you want to use whatever apps, even if there are multiple apps that you’re using make sure they communicate properly, and in a way that it’s a two-way synchronization.
There are a lot of different systems out there, and as people do their research, you’ll find we could push this data from one system to another, but if it’s not pulling any changes, that means you have to make changes in two places. Or if you make a change of one, it’s not necessarily going to reflect in the other.
If technology is part of the Innovation or Process Improvement that you are undertaking, your firm’s users must
adopt the technology fully for any profound “change” to occur. If you are considering the implementation of any new technology, try to include the following steps. They will help you realize your new technology’s full value – and avoid finding yourself in a web of software sprawl.
Align technology with strategic change
Before you even start looking at any new shiny technology, ask yourself: What are you trying to do better, or what new thing are you trying to do? If the process in your firm is broken, chances are technology will not make it better. You will just be automating a broken process. If the thing you are trying to do better can be improved, will any new technology accomplish all of this or only parts of it?