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implementation is often the focus of any DMS or taxonomy or IT project for that matter as you can see arriving at the implementation only occurs after most of the hard works already been done getting the implementation right rests heavily upon the diligence that has been taken prior to going to implementation the first principle of implementation that we follow is to draw a very clear lines between how to deal with the past how to deal with the present and how to deal with the future we do this primarily for workflow continuity and budgetary purposes on the workflow continuity front we want to make sure that work on current matters is minimally disruptive by the new taxonomy from the budgetary perspective we want we attempt to align most of our effort hence dollars to accomplish the greatest good for the firm addressing the future that is all future matters and related documents is very easy all new matters and documents within those matters will use the tatt new taxonomy and it's supporting system little incremental effort is usually necessary to accomplish this past matters or those that have been closed are usually straightforward as well the value in including past mattered documents derives from making them accessible for uses templates and managing the retention and destruction of them we normally recommend minimal effort to transition these to the new system focusing strictly upon achieving the templating and retention outcomes most of our effort of conversion should be spent on current matters in some cases a matter by matter analysis of which will be converted versus left in the old system or taxonomy is helpful outside of purely technical and practical considerations it's important to note that people's opinions of the new system or taxonomy will be heavily dependent on how smoothly that conversion goes remember we've got a PR campaign to run to absolutely Steve it's a you know it's tempting for a firm to want to keep both the old and new system active for users under the guise of making it an easier transition from one to the other however this actually does the opposite of its intent and users will avoid using the new system which will drag out your firm's option you want to avoid keeping the legacy system active for production but it's acceptable to use it as an archive and lock it down as read only if it's absolutely necessary and your users need access to it you know successful user adoption really requires a holistic transition into the new DM rather than a slow transition also training is critical to the success of a new taxonomy for DM training ensures smooth user adoption and helps manage this change within the firm and both attorneys and staff staff need to complete the training generally attorneys can be trained within about two and a half hours and staff within four to five hours but it is critical for attorneys to go through training as much so as staff because even those two hours of training are going to gain them hours of productivity in the new system and also training is going to help to ensure that employees use a system correctly and employees lacking training tend to get creative on their workarounds and when they don't know what they're doing and this will eventually SAP their productivity and doing things because they'll do them all the long way training also squashes the rumor mill of users possibly conveying frustrations to each other when they don't know how to correctly utilize the system to their benefit