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ARK GROUP
KM Legal Europe 2017Lisa Upham, Group Head of Knowledge Management, Collas Crill LLP
(Guernsey)
Risks arising from a potential loss of knowledge
About the Speaker
Lisa Upham, Group Head of Knowledge Management, Collas Crill LLP
Lisa is Group Head of Knowledge Management at Collas Crill, a multi-jurisdictional offshore law firm. She has been responsible for the central dissemination of knowledge at Collas Crill since 2009.
Her role includes the preparation of modern, plain English working precedents, work product and procedures for all offices.
Lisa has been instrumental in establishing a knowledge management system for the firm and federated search engine to house all internal and external resources. She also looks after libraries and information contracts and services at Collas Crill. This provides the core information, documents and know how to all teams across six jurisdictions. She is responsible for internal legal practice updates and also provides regular training on technical matters.
Lisa has worked on a variety internal projects, the aim of which is to produce greater efficiencies for the firm and clients alike.
Lisa has recently spoken about knowledge management systems and legal practice update solutions at several mini conferences in both London and Dublin.
She has a corporate and fiduciary legal background having trained and worked at another offshore law firm and as a senior associate in the commercial team at CollasCrill before taking on her current role.
RISKS ARISING FROM A POTENTIAL
LOSS OF KNOWLEDGE
18 JANUARY 2017
LISA UPHAM
GLOBAL HEAD OF KNOWLEDGE MANAGEMENT
• ADD POLLING APP TO YOUR PHONE OR IPAD
• LOCATE THE POST IT NOTES ON YOUR TABLES
BEFORE I START..
COLLAS CRILL – WHO ARE WE?
Collas Crill is a leading offshore law firm with offices in the BVI, Cayman,
Guernsey, Jersey, London and Singapore.
Collas Crill provides Guernsey, Jersey, Cayman and BVI legal advice to clients
around the world. We also have a UK property law service which enhances our
offering to leading financial institutions, high net worth individuals, international
businesses and funds.
EVOLUTION OF KM AT COLLAS CRILL
PRECEDENT
PRODUCTION
LIBRARY
SOFTWARE
INSTALLED
KM UPDATER
SERVICE
INTRODUCED
REDUCTION OF
BUDGET
CENTRALISATION
OF LIBRARY
BUDGET
HOUSE STYLES
2008 2010 2012 2014 2016 2017
SINGAPORE
OFFICE OPENED
MERGER WITH
JERSEY
EDITORIAL
BOARD
EST.
PREC PRIZE
FEDERATED
SEARCH
ENGINE AND
PHASE 1 OF
NEW KM
PLATFORM
GREEN TIME
FOR KM WORK
PRECEDENT
DRIVE &
OBJECTIVES
HOUSE
STYLES/ ONE
FIRM FEEL
PHASE 2 OF KM
PLATFORM ADD
INTERNAL
KNOW HOW
PSL RESOURCE
CAYMAN
MERGER
BVI MERGER
NEW
TEMPLATES
AUTOMATION
INSTALLATION
OF
FEDERATED
NEWSLETTER
TOOL
WHAT I WILL COVER TODAY
• WHAT KIND OF KNOWLEDGE ARE WE LOOKING AT?
• WHAT DOES KNOWLEDGE LOSS IN A LAW FIRM LOOK LIKE?
• HOW WE CAN DIFFERENTIATE BETWEEN THE POTENTIAL KINDS OF
KNOWLEDGE LOSS IN A LAW FIRM?
• WHETHER THERE ARE ANY KEY THEMES IN THIS LOSS OF
KNOWLEDGE?
• HOW WE CAN IDENTIFY SOLUTIONS TO ACT AGAINST LOSS OF
KNOWLEDGE
• CONCLUSIONS
WHAT IS KNOWLEDGE?
• DIFFERENTIATE BETWEEN DATA, INFORMATION AND KNOWLEDGE
• EXPLICIT AND TACIT KNOWLEDGE
• EXPLORE LINK BETWEEN KNOWLEDGE, EMPLOYEES AND
LEARNING
WHAT KIND OF KNOWLEDGE ARE WE LOOKING AT?
understanding
data
information
knowledge
wisdom
mundane
complicated
inte
rrela
tedness
LOSS OF KNOWLEDGE
• A STICKY NOTE GAME
Task 1 Task 2
WHAT DOES LOSS
OF KNOWLEDGE LOOK LIKE
IN A LAW
FIRM?
QUESTION 1
Processes and
Technology
Culture HR Resistance to
Technology
POTENTIAL LOSS OF KNOWLEDGE OUTLETS IN A LAW
FIRM
POOR ORGANISATION OF KNOWLEDGE
POOR SEARCH
IMPROPER IMPLEMENTATION OF TECHNOLOGY
HIGH TURNOVER OF STAFF
NO PROCESS TO CAPTURE KNOWLEDGE LEAVING THE FIRM
PEOPLE NOT REWARDED TO SHARE INFORMATION
LACK OF TRAINING
CULTURAL ISSUES
SILOS
BILLABLE HOUR
NO SHARING OR COLLABORATION
KEY FACTORS
WHAT DO YOU THINK THE SOLUTIONS ARE?
Processes and
Technology
Culture HR Resistance to
Technology
SOLUTIONS
CONCLUSIONS
FOR MORE INFORMATION PLEASE CONTACT:
NAME
Title // Jurisdiction
t: +44 (0)1534 601742
NAME
Title // Jurisdiction
t: +44 (0)1534 601742
These slides are a summary of the subject and are provided for use as a training tool and reference guide. They do not purport to give specific legal or other
advice, and before acting, further advice should always be sought. Whilst every care has been taken in producing these slides, neither the author nor Collas
Crill shall be liable for any errors, misprint or misinterpretation of any of the matters set out in them. All copyright in this material belongs to Collas Crill.
LISA UPHAM
Group Knowledge Manager // Guernsey
t: +44 (0)1481 734298 // e: [email protected]
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