Allison O'Reilly, Business Operations Manager at Herrick Feinstein LLP and Josh DeLozier, Workflow Coordinator at Barclay Damon LLP discuss the importance of workflow visibility and the data surfaced by BigHand Workflow Management.
Allison: It’s really helped us maintain the hybrid model. We’ve always said from the beginning that you need to be just as productive from home as you are in the office and whatever that looks like for you in your role. Specifically for our practices, we need to make sure that our attorneys feel just as supported if they are in the office, if they’re home, if their assistant is in the office or home.
With the visibility the dashboard provides, we can see a great overview of who's bogged down, who maybe has capacity, who's been able to shift work around so that people can focus on the more time sensitive work and take advantage of capacities that we've found through the overview that provides.
Josh: Echoing the same thing as being able to see department folders, seeing all the work that's being done by the people that are working remotely is big. Something specifically, and this is not scripted, is we've been able to customize forms. And when we see those forms utilized, we see what type of work people are doing on any given day.
Some people may have more work in one folder than others. You have these documents you're editing and when you preview it, you're like “wow, that's a whole lot of attachments, that’s why you only have two tasks in your folder, and they’ve been taking you all day”. Other people are cruising through 20 - 30 tasks a day. You look at it and, it's a lot of legal scheduling, revisions, nothing too time sensitive - so that visibility of the specific work they're doing has really helped. It allows us to keep customizing and seeing that to help us from overhead seeing what people are working on and specifics.