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Implementing Legito – who to pick / who to avoid

Implementing Legito

Who to pick / Who to avoid

May 25 · 2 min read

As a cloud-based solution with a no-code toolset, Legito implementations don’t need a big IT project. One person can get started without much fuss. That said, many organisations will have an implementation project. There’s more to do than configure the solution. Even with a quick-start project, you need to decide where to start, and you will probably take time to scrutinise the current business process and associated documents.

Someone should also think about how to launch the solution in a way most likely to win hearts and minds. If you’re using Legito consultants to get you started, someone needs to steer their work.

You need the right person to make your implementation successful.

 

Here are some traits that make a good project representative:

 

#1 Comfortable with IT

Someone happy to pick up a new solution and play with it, knowing they won’t break it, and not afraid to experiment. We try to make Legito intuitive, but we also need to include options to configure the solution to make it fit your needs. Options need decisions, and it’s hard to make decisions if you’re not confident. The ideal person is likely to be a self-starter, happy to try new software without waiting for ‘the training’. We provide training, but it’s a framework rather than prescriptive step-by-step instructions.

 

#2 Document savvy

Organisations buy Legito because they have business processes orientated around documents. It’s best not to automate scrappy documents. We’ve written before about getting your documents in shape before you automate them. We like to see projects supported by someone who understands how Word works – they know that any new solution will need some housekeeping on legacy documents.

 

#3 Vision of change

Pick someone who can see a better way of getting work done, who believes that change will bring material benefits. This requires a willingness to look objectively at the ‘as-is’ situation and spot the opportunities to improve. 

 

#4 Holistic view of the organisation

Legito can deliver a positive ROI with one project, but it is designed to be an enterprise tool. We believe it should deliver benefits that work for the whole organisation, not just one team. Moreover, success with an initial project often requires support from senior leadership. The ability to view a solution from the widest perspective is more likely to deliver optimum outcomes.

 

#5 Capacity to get the project done

We know the decision to implement Legito is often driven by a pressing business need to solve a problem that risks becoming acute. It’s tempting to pick a project representative from within the affected team. An existing team member might well have the traits outlined above. But, the project will stall if it’s resourced by people who are too busy to give it regular attention.

My day job is negotiating contracts for the sale of software solutions (not Legito). I regularly see customers who are nervous about project delays. They assume delays will be caused by a vendor after the deal is done. In reality, most delays are caused by customers. Customer teams sometimes struggle to provide information, make decisions, provide feedback, and contribute to projects – because they are too busy with their business-as-usual tasks.

Implementing Legito

Who to pick / Who to avoid

May 25 · 2 min read

As a cloud-based solution with a no-code toolset, Legito implementations don’t need a big IT project. One person can get started without much fuss. That said, many organisations will have an implementation project. There’s more to do than configure the solution. Even with a quick-start project, you need to decide where to start, and you will probably take time to scrutinise the current business process and associated documents.

Someone should also think about how to launch the solution in a way most likely to win hearts and minds. If you’re using Legito consultants to get you started, someone needs to steer their work. 

You need the right person to make your implementation successful.

Here are some traits that make a good project representative:

 

#1 Comfortable with IT

Someone happy to pick up a new solution and play with it, knowing they won’t break it, and not afraid to experiment. We try to make Legito intuitive, but we also need to include options to configure the solution to make it fit your needs. Options need decisions, and it’s hard to make decisions if you’re not confident.

The ideal person is likely to be a self-starter, happy to try new software without waiting for ‘the training’. We provide training, but it’s a framework rather than prescriptive step-by-step instructions.

 

#2 Document savvy

Organisations buy Legito because they have business processes orientated around documents. It’s best not to automate scrappy documents. We’ve written before about getting your documents in shape before you automate them.

We like to see projects supported by someone who understands how Word works – they know that any new solution will need some housekeeping on legacy documents.

 

#3 Vision of change

Pick someone who can see a better way of getting work done, who believes that change will bring material benefits. This requires a willingness to look objectively at the ‘as-is’ situation and spot the opportunities to improve. 

 

#4 Holistic view of the organisation

Legito can deliver a positive ROI with one project, but it is designed to be an enterprise tool. We believe it should deliver benefits that work for the whole organisation, not just one team.

Moreover, success with an initial project often requires support from senior leadership. The ability to view a solution from the widest perspective is more likely to deliver optimum outcomes.

 

#5 Capacity to get the project done

We know the decision to implement Legito is often driven by a pressing business need to solve a problem that risks becoming acute. It’s tempting to pick a project representative from within the affected team. An existing team member might well have the traits outlined above. But, the project will stall if it’s resourced by people who are too busy to give it regular attention.

My day job is negotiating contracts for the sale of software solutions (not Legito). I regularly see customers who are nervous about project delays. They assume delays will be caused by a vendor after the deal is done. In reality, most delays are caused by customers.

Customer teams sometimes struggle to provide information, make decisions, provide feedback, and contribute to projects – because they are too busy with their business-as-usual tasks.

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Sharing document automation know-how with industry peers

Sharing document automation know-how with industry peers

Apr 13 · 2 min read

My first document automation project coincided with my first time in a new role (General Counsel) with a new employer (a large global provider of outsourced services in the HR sector). The extra pressure of deploying new technology to new colleagues was non-trivial. I taught myself how to use the application while doing the day job.

I very quickly realised that some of our document requirements were complicated, and I had to learn to write scripts to power the templates – I would have struggled if I didn’t have some previous programming experience. This was before the development of no-code applications like Legito.

 

 

 When you teach yourself new skills, you inevitably reach a stage where you need help beyond the software documentation. Otherwise, you lose too much time and get too frustrated. The world of document automation was then quite small and populated mostly by individuals who welcomed a chance to network with their peers in other organisations. I attended events, participated in online conversations, and got to know other people who had worked on similar projects. It transpires that most of them enjoyed sharing their experience and discussing their favourite techniques for doing clever work. There was a bond within a community of people who were genuinely enthusiastic about making technology work – it reminded me of the early days (pre-internet) of computer clubs where geeks gathered to talk tech. 

 

I mention this now because that community still exists. To some extent, my role at Legito (Chief Community Officer) is about encouraging the growth of that community. Sure, I take the opportunity to say good things about Legito, but usually, I write about ideas, concepts, and issues that apply equally to other tools in the document automation / document lifecycle management space.

I regularly talk to folk who sell or use competing products – there’s a strong sense that we all have a shared interest in spreading the message about making work easier for humans. And, we can all rally round a heated debate about why Microsoft styles are so darn annoying at times. If that all sounds a bit geeky, I can only say that I have met great people and visited some great countries in the pursuit of this weird preoccupation with document automation.

If you are embarking on an automation project, or just thinking about it, seek out the counsel of folk who have been there before. There is one such opportunity coming soon: on 16th June, we are gathering in Prague for the Legito PowerUp conference  – it’s a chance to meet some people who have been in this field for years, both as suppliers and as users. Even if you never even get a Legito trial (but I hope you will), there will be experts from Europe, the US and South America, with interesting ideas to share, a sense of fun, and a unifying desire to make things work better.

 

 

Join us, challenge us, and see what we’re about.

Sharing document automation know-how with industry peers

Apr 27 · 2 min read

My first document automation project coincided with my first time in a new role (General Counsel) with a new employer (a large global provider of outsourced services in the HR sector). The extra pressure of deploying new technology to new colleagues was non-trivial. I taught myself how to use the application while doing the day job.

I very quickly realised that some of our document requirements were complicated, and I had to learn to write scripts to power the templates – I would have struggled if I didn’t have some previous programming experience.

This was before the development of no-code applications like Legito.

 

 

When you teach yourself new skills, you inevitably reach a stage where you need help beyond the software documentation.

Otherwise, you lose too much time and get too frustrated. The world of document automation was then quite small and populated mostly by individuals who welcomed a chance to network with their peers in other organisations. I attended events, participated in online conversations, and got to know other people who had worked on similar projects.

It transpires that most of them enjoyed sharing their experience and discussing their favourite techniques for doing clever work. There was a bond within a community of people who were genuinely enthusiastic about making technology work – it reminded me of the early days (pre-internet) of computer clubs where geeks gathered to talk tech.

 

I mention this now because that community still exists. To some extent, my role at Legito (Chief Community Officer) is about encouraging the growth of that community. Sure, I take the opportunity to say good things about Legito, but usually, I write about ideas, concepts, and issues that apply equally to other tools in the document automation / document lifecycle management space.

I regularly talk to folk who sell or use competing products – there’s a strong sense that we all have a shared interest in spreading the message about making work easier for humans. And, we can all rally round a heated debate about why Microsoft styles are so darn annoying at times.

If that all sounds a bit geeky, I can only say that I have met great people and visited some great countries in the pursuit of this weird preoccupation with document automation.

If you are embarking on an automation project, or just thinking about it, seek out the counsel of folk who have been there before.

There is one such opportunity coming soon: on 16th June, we are gathering in Prague for the Legito PowerUp conference  – it’s a chance to meet some people who have been in this field for years, both as suppliers and as users.

Even if you never even get a Legito trial (but I hope you will), there will be experts from Europe, the US and South America, with interesting ideas to share, a sense of fun, and a unifying desire to make things work better.

 

Join us, challenge us, and see what we’re about.

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How Law Firms can Maximize Customer Satisfaction

How Law Firms can Maximize Customer Satisfaction

How Law Firms can Maximize Customer Satisfaction

Customers are demanding more from their legal counsel. Law firms are expected not only to provide expert legal advice, but to provide that advice in a convenient, efficient manner. Technology, and the way that legal advice is conveyed is becoming increasingly crucial to building strong customer relationships. Document Automation Software with well-developed document assembly and document management features are helping law firms give their customers the best service possible. Here are just a few examples.

 

Automated Templates 

Every practice group in a firm has documents which would benefit from document automation. Banking, Real Estate, and Corporate groups tend to have more. Whether it is a lease, articles of incorporation, or a confidentiality agreement, a document automation tool with automated document assembly can quickly generate these documents, customizing the forms based on customer type. If documents are created for a customer that has particular requirements, features like Favorite Settings, can save even more time. Styles and Design settings ensure that the formatting for every document is generated with professional and consistent company look.

 

Shared Secure Workspace for Customers

Providing the best services for customers means being able to work as closely with your customers as possible. Guest accounts, and sharing via web link provide safe and secure collaboration options. Comments, and real-time chat options help move projects along without needing to send emails or make phone calls. 

When a law firm’s role is that of outside counsel, Automated Workflows and Deadline Reminders help keep all the parties on track, and ensure that documents do not get lost in the shuffle.

 

Onboarding Made Easier

An automated document management tool serves as a teacher. Automated templates often have Instructions, or Help and Warnings, which guide both rookie and veteran attorneys on drafting best practices. This information can be tremendously helpful for new hires who are still learning how things are done at the firm. Additional tools like Guided Tours, also help preserve institutional knowledge, promoting transparency and ensuring equal access to information.

 

Better Customer Engagement

Providing clients direct service through an online portal is one way to improve your customers’ experience. Online access to questionnaires can have many benefits including:


a) Reducing the time spent creating documents. Customers may enter information directly into a form, click a button, and a draft document is automatically generated (publicly or privately) for legal review. The opportunity for data entry error is greatly reduced, and the time saved on drafting this document can be spent on research, or helping other clients.

b) A standalone service where customers may visit your site and generate a legal document (drafted by your firm) like an employment agreement or confidentiality agreement. Although the user may only purchase the legal document as a single product, it is possible that this customer may return for additional legal services, that may or may not be related to the purchased form.


A tech savvy law firm that interacts with its customers using time saving technology that reduces the risk of error, promotes transparency, and saves money will outperform its peers time and time again.

Customers are demanding more from their legal counsel. Law firms are expected not only to provide expert legal advice, but to provide that advice in a convenient, efficient manner. Technology, and the way that legal advice is conveyed is becoming increasingly crucial to building strong customer relationships. Document Automation Software with well-developed document assembly and document management features are helping law firms give their customers the best service possible. Here are just a few examples.

 

Automated Templates 

Every practice group in a firm has documents which would benefit from document automation. Banking, Real Estate, and Corporate groups tend to have more. Whether it is a lease, articles of incorporation, or a confidentiality agreement, a document automation tool with automated document assembly can quickly generate these documents, customizing the forms based on customer type. If documents are created for a customer that has particular requirements, features like Favorite Settings, can save even more time. Styles and Design settings ensure that the formatting for every document is generated with professional and consistent company look.

 

Shared Secure Workspace for Customers

Providing the best services for customers means being able to work as closely with your customers as possible. Guest accounts, and sharing via web link provide safe and secure collaboration options. Comments, and real-time chat options help move projects along without needing to send emails or make phone calls. 

When a law firm’s role is that of outside counsel, Automated Workflows and Deadline Reminders help keep all the parties on track, and ensure that documents do not get lost in the shuffle.

 

Onboarding Made Easier

An automated document management tool serves as a teacher. Automated templates often have Instructions, or Help and Warnings, which guide both rookie and veteran attorneys on drafting best practices. This information can be tremendously helpful for new hires who are still learning how things are done at the firm. Additional tools like Guided Tours, also help preserve institutional knowledge, promoting transparency and ensuring equal access to information.

 

Better Customer Engagement

Providing clients direct service through an online portal is one way to improve your customers’ experience. Online access to questionnaires can have many benefits including:


a) Reducing the time spent creating documents. Customers may enter information directly into a form, click a button, and a draft document is automatically generated (publicly or privately) for legal review. The opportunity for data entry error is greatly reduced, and the time saved on drafting this document can be spent on research, or helping other clients.

b) A standalone service where customers may visit your site and generate a legal document (drafted by your firm) like an employment agreement or confidentiality agreement. Although the user may only purchase the legal document as a single product, it is possible that this customer may return for additional legal services, that may or may not be related to the purchased form.


A tech savvy law firm that interacts with its customers using time saving technology that reduces the risk of error, promotes transparency, and saves money will outperform its peers time and time again.

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How Document Automation Helps Human Resources

How Document Automation Helps Human Resources

How Document Automation Helps Human Resources

More and more companies are adopting the title, “Chief People Officer” to describe the person who holds overall responsibility for the Human Resources department. This is of course a nod towards companies’ corporate governance efforts to create comfortable and safe workplaces that look to the overall welfare of employees. This is the right thing to do, but it is also beneficial in a business sense, as healthier employees who have positive work experiences will most likely be more productive.  Here are some of the ways that HR departments can benefit from document and process automation.

 

Doing a job once, but doing it correctly

Many of the forms circulated by HR departments use the same employee information over and over again. Does it really make sense to have someone enter their address or date of birth a dozen times on a dozen different forms?  Why not just have them fill it out once? Automation software tools like automated forms, can request that employees fill out a single questionnaire, which automatically populates information across a bundle of documents.

 

Getting onboard without delay

One of the biggest bragging points for companies that rank high on “best workplaces” surveys, is the speed and convenience of their onboarding programs. Document automation tools, such as the questionnaire mentioned above, really accelerate the process without sacrificing data accuracy. Automated Workflows and Approvals enhance the entire process, ensuring that documents move quickly so people can start working right away.

 

One form to build them all

Your legal team’s documents will differ from your technology team’s, as will as your Audit, Finance, or Sales teams’ forms.  And certain documents will have different terms and conditions, or even styles and headers, depending on the region or country. That quickly adds up to several different versions of virtually the same template.  A good document automation tool reduces the need to keep track of so many templates, allowing you to keep a standard template that automatically changes, in a consistent manner, to fit a given scenario.

 

Safe, Secure, and Compliant

Maintaining only a few document templates makes it easier to keep confidential and personal information secure.  The regular review of policy documents can be 1) implemented with automated date reminders; and 2) tracked though automated Workflows and Approvals. Compliance can be ensured by automatically capturing reviews and changes in an audit trail. Additionally, adherence to confidentiality and privacy laws, such as GDPR, is guaranteed with Anonymization features.

 

Overall Wellbeing

These timesaving tools give HR teams more room to innovate and work with people. For instance, automated wellbeing surveys can help teams better focus resources to benefit employees.

 

Document Automation humanizes Human Resources. Less time is spent pushing paper, so there is more time to make sure that the worker experience is a happy one. Choosing the right automation solution not only increases efficiency, but makes HR less document centric, and more focused on the people.

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Human Resources

Human Resources

Be human. We’ll be your robot. Spend more time with people.

Drive Success For Yourself And Your Organization

 

We know that as an Human Resources team, people come first. Paperwork, from employment contracts to termination letters, are necessary to help, document, and protect your employees during their careers, but you want to spend more time communicating rather than processing. The right document and workflow automation tool will handle the more mundane processes of intake, exit, annual review, and more, giving you more time to connect with your people.

Together, Let’s Get A Win Using Our Verified Digital Transformation Playbook

 

We have helped many Human Resources teams and we can help you. We share our know-how and tips from automation experts and satisfied clients who have already implemented a document automation solution to help you on your way to do it correctly, starting from determining your use cases, selecting the correct tool, implementation, and building 100% adoption.

Leverage the Experience of Other Digital-forward Companies

Key Improvements Our Customers Achieved With Legito 

%

%

Drafting Time Saved

Higher Document Approval Efficiency

More Revenues

More Accurate Final Documents

Step 1: Identify Your Use Cases

Internal Research

First, identify individuals in departments or teams who will benefit from the change and increased efficiency (typically managers). Assure interviewees that may be resistant to change that there is nothing to fear from automation, and that their input is valued and will help the company by helping them to be even more successful at their jobs.

Determine the key stakeholders. Here is a list of departments which, in our experience, we have found benefit greatly from automation:

 

  • Sourcing/Procurement department
  • Legal department
  • Human Resources department
  • Purchase/Sales department
  • IT department (for integration and security purposes)

After you have determined the correct people to speak to, start your research. Try to avoid questions that elicit feelings or opinions. Here are some standard questions that could prove useful:

 

  • What is our current document drafting process?
  • What is our current document workflow and approval process, and the state of our lifecycle management?
  • What does our current contract signing process look like? Do we use electronic signatures?
  • What are the current challenges we are facing?
  • What contracts or other documents are used most frequently? Is it possible to estimate how much time, on average, it takes to draft each without automation?
  • What metrics are available?
  • What are our software usage and data security policies?

Calculate Your Automation’s Return On Investment (ROI)

Use our Document Automation Matrix to estimate how long it will take you to automate a document, and our ROI Calculator will help you see how well (and how soon!) Legito will work for you.

Investment = Time and Resources spent in the following areas:

 

  • Document Assembly: Time spent defining the Conditions and logical dependencies that power automation. How many different logically dependent / conditioned content and alternative wording options will be automated within the document.

 

  • Document Lifecycle Management: Time spent developing automated Workflows and defining the proper User permissions and User Groups.

 

  • Environment: Time spent preparing the Workspace (i.e., Branding, Footers, Categories, Document Groupings, etc.)

 

  • On-Premise (if applicable, i.e, not using a cloud based solution): Time spent installing the solution and preparing it for use (e.g., servers, integrations, etc.)

Return = Benefits reaped from invested time and resources

 

  • How much faster are documents drafted?

Best way to calculate these results is to research how much time it currently takes to draft different documents from various categories and multiply that number by the number of times it is drafted per year. Next, assume that 90% of that time could be saved through proper automation.

 

  • How much more efficient is your document lifecycle management?

Similar to calculating increased document drafting speed, determine the state of your current document lifecycle management processes, and also how much time is spent. Trial an automated document lifecycle management solution and capture how the time it takes to complete the same processes after automation. The difference is your time saved per process, which can then be expanded to include additional processes by multiplying that time by the frequency these lifecycle processes are activated.

 

  • How much time is saved using eSignature?

Like the above scenarios, it is possible to test the before and after state of your signing processes to determine time saved. Broadly, research has shown that a well deployed eSignature solution can decrease signing times by 95 percent.

 

Averaging these three criteria can help you confidently create an estimate of your automation ROI. Legito’s custom ROI Calculator and Automation Matrix may give you a good starting place to reasonably estimate your expected ROI.

Frequently Automated Documents for Human Resources Departments

  • Employment Contracts
  • NDA/Confidentiality Agreement
  • Non-compete agreements
  • Protocols
  • Notices
  • Amendendments
  • Affidavits
  • Contacts with manages and executives
  • PoAs

Step 2: Choose the Right Solution

Important Features

Legito customers similarly placed in your field have found that, in addition to Legito’s core features, the following features cater particularly well to Human Resources teams:

 

 

Legito strongly recommends initially testing a complex automation solution (e.g., multiple logical dependencies in an automated template) on a small use case.

 

This may provide an opportunity to investigate many different features. Not only can you determine if the product has everything that you need, but it’s a perfect opportunity to try a pilot project that can serve as a warm-up for an actual implementation. and roll out. Using a complex use case has the advantage of it being more likely that any product limitations will be discovered early. So rather than encountering difficulties later on in the implementation stage and having to start over, these important decisions may be made early.

 

Fortunately, Legito offers a 30-day free trial that gives you the opportunity to do just this.

Useful Resources

Commonly used criteria

  • End-users ease of use
  • Scope of use-cases to be covered by software
  • Fast software development with continual updates
  • Product road map for the upcoming year
  • Out-of-the-box integrations with other applications

 

Additional criteria will depend on the size of your business (Enterprise, Midsize, or Early Stage), and of course, company specific criteria will be determined based on your business’ unique use cases.

Step 3: Implementation

Once you have selected a tool, get to know it and have at least one person learn all the ins and outs. This person may become your first Power User.

Determine which would be more appropriate, an in-house or an outsourced implementation solution.

Have the individual most intimate with the workings of the new solution work with your Knowledge Experts and manage expectations of the solution’s capabilities (probably this initial Power User).

Select a narrow use case that, based on your research, will show users just how much it can help, and will present quick measurable results that can be communicated companywide. Let this first attempt provide tips and guidance on future implementations.

On average, it takes three iterations of reworking a newly implemented solution until it functions properly. Communicate with your implementation team in order to get it right. Once you’ve worked out the kinks, it will be easier to work on the next automation solution.

After you’re satisfied with the initial use case, build upon lessons learned, and select another. Don’t make a half-way effort, make sure you have perfected the automation use case. Then you can move with confidence to a new project with increased scope and complexity.

Timing – select an off-peak period in your business cycle to ensure a smooth roll-out and ensure the least disruption.

In-house Implementation

  • Designate 1-3 individuals to be Power Users. Experience has shown that entry level employees make good choices, as generally they tend to be more inclined to apply technology to increase efficiency, and are eager to get involved in these types of wide-encompassing projects which can help them become more acquainted with their new company. Give these Power Users the time to learn and eventually master the product.

 

  • Many products on the market today can take days or even weeks to learn, and months to master, Power Users can learn Legito’s automation in a day, and master it in a matter of weeks.

 

  • Have a look at Legito’s Power User Educational Training Courses. This should give you an idea of the level of expertise you may want a Power User to have.

 

Outsourced Implementation

  • Your implementation partners should be experts in document automation and, able to execute with precision. To aid them in this, be able to provide precise instructions on how the document automation solution should be realized. Give your implementation partners as much detail about the document’s logic so there are no false assumptions. Ensure that you and your partners have the same understanding.

 

  • It would be great if at least one member of your internal implementation team has completed all of the Educational courses, having time to really know your solution’s automation techniques. This individual should be tapped to liaise with the implementation team (specifically this person who has taken the courses). This will help ensure that you have the transparency you need to make sure your needs are being met to be kept apprised of any necessary deviations from the expected design.

 

Legito has a list of trusted partners.

Step 4: Adoption

End-user On-Boarding

Communication! Ensure that your messaging manages End User expectations for the product’s capabilities and the benefits.

 

  • Prepare training materials and use various media (documents, video, animation) to use for personal or online workshops.

 

  • Leverage existing knowledge repositories to store helpful information. Easily accessible resources speed up the onboarding process for new hires.

 

  • Set up training sessions headed up by your Power Users. It can be helpful to offer regular refresher courses long after implementation.

 

  • Accessibility: Consider using your Legito Workspace Footer to link to resources, which may include an internal point of contact who can help end-users.

Learn as You Go training. A product with an intuitive user interface, combined with a well-executed implementation will not require training. Ideally a user will be able to slide smoothly into using your solution with little need for external resources. The best way to do this is for users to learn as they use the product. Some ways to do this are:

 

  • Automated Guided Tours – When a user first opens the automation tool, have them walked through the key features.

 

  • In-app Instructions – Provide detailed instructions to users, either from the outset of a task or later in-process.

 

  • Document Help Text – Whenever possible, use help “balloons” unobtrusively integrated to help users learn more about features.
 

Feedback & Continuous Improvement

Curveballs – You may get lucky, but it’s highly unlikely that everything will go perfectly in the first instance. Usually there will be something that wasn’t anticipated. Some fringe case that wasn’t anticipated but actually may prove worth including. Be patient, listen to your team, and make the changes as you need.


Being 100% programming free, Legito makes it easy to adjust and update its automations. 

Communicate with your early adopters (probably the users from the initial use case) and make sure the solution meets most of their needs. Maintain this constant two-way feedback, and when these users are satisfied, they may very well become product ambassadors and will be less critical of the solution, helping to engage other users to fully adopt the new automation solution.

Measurements

Take the estimations determined from your original ROI calculations and compare inputs and results from your pre-automation state with metrics captured after the implementation of your chosen solution. Use this real data to calculate your real ROI and see how much you’ve saved through automation.

Legito’s Analytics features may be useful for additional quantitative measures to your assessment.

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