DCPA24LL04. Strategic Automation: How to Build a High-Impact Roadmap Without Shiny Object Syndrome

In today’s technology-driven world, it’s easy to fall into the trap of “shiny object syndrome” with the ever-evolving landscape of software and automation capabilities. But real transformation requires a focused approach. This session will equip you with the strategies to build a high-impact automation roadmap tailored to your firm and your processes. You’ll learn how to avoid overwhelming tech stacks, create a sustainable culture of automation, and prioritize tools that truly align with your firm’s complex needs—empowering your team to work smarter, not harder. By the end of this session, you’ll have a blueprint for driving efficiency, fostering innovation, and setting a solid foundation for ongoing automation success in your firm.

Learning Objectives:

• Learn to assess your firm’s processes to pinpoint the areas where automation can deliver the greatest impact, helping you avoid unnecessary tools.
• Gain practical strategies to design an automation roadmap tailored to your firm’s complex needs, emphasizing sustainable growth and gradual adoption over quick-fix solutions.
• Understand how to create a firm-wide culture that embraces automation, balancing human expertise with technology to drive continuous improvement.