[Checklist] Key Questions for Successful Technology Implementation

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[This series of questions appeared originally as one of two valuable handouts from the 2025 LMA Annual Conference session, 'From Intuition to Insight: Building a Fact-Based Future in Legal Marketing by Harnessing Data.’ See the accompanying implementation checklist here.]

These are some questions that can help guide you before starting an implementation project at your firm, evaluating its worth and value adds, ensuring that it aligns with the firm's objectives and addresses the specific challenges faced by the business development team.

What are the specific challenges we aim to solve with this technology solution?

  • Can you outline the inefficiencies and issues we currently face, such as data loss, redundant data entry, double entry, or inaccurate tracking?
  • How will this solution address these challenges and improve our processes?

How does this technology solution align with our firm's strategic objectives?

In what ways will this help us achieve our goals for better management and proactive client engagement?

  • How will it contribute to our overall strategy and enhance our business development efforts?

What are the key roles and responsibilities involved in implementing this technology solution?

  • Who will be responsible for the execution and maintenance?
  • How will different departments, such as IT, marketing, and business development, collaborate on this implementation?

What are the potential risks and challenges we might face during implementation?

  • What steps can we take to avoid data loss and ensure a smooth transition?
  • How can we address any user adoption issues and ensure the system is user-friendly?

What measurable outcomes and benefits can we expect from this technology?

  • How will we track and measure the success in terms of efficiency, accuracy, and overall business development?
  • What new capabilities or improvements will it bring to our reporting and tracking processes?

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Paul Grabowski is Chief Marketing & Business Development Officer at Bracewell LLP

Paul Grabowski is an award-winning, innovative, C-level executive and licensed attorney with a proven track record of designing and delivering on growth strategies and transformational mandates at leading public and private organizations.

His expertise comes from direct experience in business development, marketing, communications, administration, and operations across Professional Services, Energy, Sports, and Entertainment. Paul's global leadership span US, UK, and MENA.

His depth and breadth of experience positions him as a natural trusted advisor, thought partner and mentor across all levels of the organization. Paul has spearheaded the creation and implementation of legal industry first marketing and branding campaigns and business development training programs.

His work on behalf of three firms has been recognized with multiple awards. Paul is a co-author of "The ABCs of Legal Marketing", adjunct professor at the University of Houston Law Center, speaker and thought leader at the intersection of business, marketing, and firm operations.

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