Implementing technology and engaging in a change management project is no easy feat. Especially when you're dealing with a mission critical application like cloud-based document and email management or online file storage for your digital assets.

Robin Weiss, Director of Client Services at Koley Jessen, knew this was the case, and put some best practices for implementing technology to work as they deployed NetDocuments across the firm. We've taken Robin's case study and combined it with five things that we've learned over the years deploying online document management over the last decade and a half. The results are in the free whitepaper below. You'll learn gain some valuable insights so you can be the hero rolling out technology at your firm. Happy implementing!

ILTA, Nashville, TN

It was an exciting week at ILTA. The association and event team did a fantastic job!

Whether it was panelists, partners, or our executive briefing sessions, there was certainly a lot of buzz on the topic of modern document management to achieve usability, security, and true mobility for the DMS.

And it's no longer just the cloud that's pushing the hot button for the future of DMS. Legacy, on-premise, document management systems are struggling to adapt their business model and technology to the cloud, but firms are realizing the inherent benefits of a true SaaS model for cloud delivery that is mature, proven and includes the modern feature set that 10% of the Am Law 100 are now leveraging.

Original release

Salt Lake City, Utah – August 5, 2014 – NetDocuments, the leader in cloud-based document and email management, has appointed Matt Duncan as its new chief executive officer. NetDocuments recently announced a $25M investment from Frontier Capital to capture market share in the legal technology industry, and Mr. Duncan has been chosen to lead the company in its future growth efforts.

Mr. Duncan has been with NetDocuments for over 10 years, serving in a variety of positions including sales, management, and business development, most recently, serving as the General Manager for the UK/EMEA region. As the General Manager, he was able to establish regional datacenters and implementation teams in the United Kingdom, further expanding NetDocuments' international efforts.

LEHI, Utah, July 15, 2014 /PRNewswire/ -- NetDocuments, the leader in cloud-based document and email management, announced a strategic partnership with Frontier Capital, securing a $25 million equity investment to accelerate NetDocuments' increasing growth across the legal market.

"It's exciting to see the rate of adoption increase in recent years as law firms begin to move from traditional, server-based document management to what most now view as the modern document management platform," said Ken Duncan, CEO, NetDocuments. "The partnership and investment with Frontier will allow us to not only continue our growth with a high degree of customer service, but also provides us with the resources to capture a considerable portion of the market, as firms increasingly decide to switch to the cloud."

As a subscription service, NetDocuments continually improves by releasing new features and functionality. Our third release of 2014 is packed with some exciting new things. Join us on July 18 as part of the ILTA product briefing series to see the 14.3 enhancements in action to prepare for the coming release.

Session Description: NetDocuments 14.3 release is scheduled for July 24, 2014. Join the ND team as we share what is planned for this release. We invite administrators, trainers, help-desk personnel partners, and any end-user interested in this upcoming release. After registering, you will receive a confirmation email containing information about joining the webinar.

We've made it to the last step in our five part series on successfully deploying technology across your firm. If you've missed the previous posts, you can find them right here:

Step 1: Plan

Step 2: Communicate

Step 3: Test

Step 4: Resource Availability

Change can be painful. Whether you're implementing a new technology, or you're switching to a competitive product or service, there will be some degree of a learning curve. You'll have people who resist the change, struggle with the new technology, or outright boycott it. To reduce the chances of change management pitfalls, here are some tips to make sure this last and final step goes off well and your people feel like they're getting the white glove treatment.

This is step four in our five part series on how to successfully deploy a firm-wide technology. If you missed the previous posts you can start from the beginning right HERE.

Planning, communication, and testing are all intended to lay the framework for a successful deployment. As the rubber begins to meet the road with the project, it's critical to get a handle on what are the available resources at your disposal for your "go live" technology date.

Continuing in our five part series on how to effectively deploy technology at your firm, we're on to step 3: Test. If you missed the previous posts, you can start from the beginning right HERE.

As the project team follows, communicates, and executes the plan, it's critical that ongoing testing takes place to ensure the key components of the overall configuration are interacting as expected. This is especially true with the individual workstation configurations and potential variability across different environments within the firm and applications used outside of the office. The goal of testing is to avoid surprises and preempt sticking points as the project begins to get off the ground.

This is part two of our five part series on how to successfully implement technology at your firm. See the post below for Step 1: Planning.

Now that your planning is complete, the scope and ramifications are understood, the team is assembled, and there are clear milestones and reporting directives, it's time to let the rest of the firm know. The firm-wide messaging and medium will set the attitude towards the change as well as the cadence and breadth of user adoption.

Technology is part of your overall business strategy, or at least it should be. It's especially important in business decisions when a potential tech change is happening with a mission-critical application like a CRM system or document management platform. Successfully swapping out a technology that is vital to your day to day business requires a detailed plan of action because the execution of implementing a technology will determine the level of user adoption, productivity, how much value you get out of the tech, and how fast you realize that value.