Wednesday, October 25, 2017

Relativity Fest 2017 Review – Part I

The Popsicle Moment

This is the first in a two-part review of Relativity Fest 2017.  Part two is titled – Relativity Fest 2017 Review – Part II – The Rise of The Machine.  Subscribe to ESI Gladiator to receive notification when it's published tomorrow.

Introduction

The verdict - TWO THUMBS UP!
This was my very first Relativity Fest!  That’s right, I went kicking and screaming into the den of the dragon I have somehow avoided all these years.  Avoidance of Relativity has not been by accident.  Like other old industry war horses, I’ve used virtually every “eDiscovery” application that’s hit the market over the past 25 years, but not Relativity.  Not until past few years.  I am no different than the average consumer – I have my favorites.  My favorite historically has not been Relativity, for reasons that are unimportant here.

Like many service providers in the industry these days, the company I work for offers clients options.  A few years back, a client pulled us into both Eclipse AND Relativity.  That law firm client has an even mix of Relativity and Eclipse cases.  Even though we have our own review software, Recenseo, and highly advanced “predictive analytics” application, Envize, we had to bring in the technology the customer wants.   Of course, we believe our technology is just as good as those other guys.  Yet, we now support substantial matters in all three review tools.  Clients have choices.  We are not alone; many providers now offer multiple options.  FTI, one of the largest companies in our space, recently announced that it has rolled out Relativity and spoke about why during the keynote speech at R Fest 2017.  Yes, that’s the same FTI that bought both Attenex and Ringtail.  More on that in Part II. 

We are rapidly reaching the point where you can get a wide variety of technology on any street corner.  So how does a consumer differentiate between “providers”?   Service – create those Popsicle Moments.  What the heck is a Popsicle Moment?  Read on.



The Power of Moments


There was a very thought-provoking “moment” at the conference.  Chip & Dan Heath were keynote speakers.  They just published their 4th New York Times best seller – “The Power of Moments”.  I’ve attended dozens of these talks over the decades.  I’m not known as a reader of self-help books.  In the legal technology business, there isn’t much time for sitting on the park bench, smelling roses, and reading self-help books.  This talk and this book, however, was different.  I was so moved by the two brothers that I read the book on the plane home.  
The Heath brothers cover a lot of ground.  If I had to sum it up with one story and theme, however, their message is about creating “moments” for your clients/customers.  In litigation, all cases have peaks and valleys in terms of the experience, especially when dealing with ESI and technology.  There have been many studies over the years (discussed in the book) that show that consumers (even lawyers) are more focused on the overall experience than the valleys.  If you create “peaks” in the client’s experience, the valleys tend to be overshadowed and the overall client experience is positive.   The brothers provided a perfect example.

The Magic Castle Hotel


How do you create that magic for your clients and customers?  Those “peak” moments that they will remember? The brothers used a very specific and mind-boggling example.  There is a “hotel” in LA called the The Magic Castle Hotel.  It is award winning.  It is one of the “three top-rated hotels in Los Angeles over competition like the Four Seasons Hotel at Beverly Hills and the Ritz-Carlton Los Angeles.”  


Their customer reviews on Travelocity and Hotels.com are, well, remarkable.  Out of 3,129 Travelocity reviews currently, 85% rate Magic Castle as very good or excellent, with the clear majority rating them as excellent.  Customers that booked through Hotels.com rates the hotel a 4.6 out of 5!  If you want to stay there, you need to book well in advance during peak times.



By comparison, the Ritz-Carlton does carry a high rating, but far fewer reviews (633) and a Travelocity rank of #3 in LA – just BEHIND Magic Castle!  The Ritz is known for creating a unique customer experience at 3X the rate of Magic Castle.  Yet, as the brothers point out, Magic Castle creates a customer experience that beats the Ritz at their own game.

The Magic Popsicle & Free Stuff



So, what’s so remarkable about Magic Castle?  It’s a MOTEL!  Yes, they do have “Hotel” in the name, but it’s essentially a two-story motel.  Painted bright yellow with a pool no bigger than most backyard pools.  Yet, reviews of the “Pool” are “GREAT”.  




The rooms are unremarkable.  Clean, with just the basic amenities inside the room.

Hotel management has obviously figured out how to create those “peak moments”.  Here are just a few of the clever customer experiences they create.  I’ll then relate that to the legal business.  There are many more than these, so these are just examples.

1.  Snacks and drinks are free.  That’s right, free.  No catches.


2.  Laundry.They do your laundry every day, returned to your room, pressed and folded.


3.  Ice cream!  Self-service ice cream machines.  Who doesn’t like ice cream!


4.  They Celebrate YOU.  If the staff knows about a birthday or anniversary, you are surprised with gifts in your room upon arrival.



5.  Actual Magic.  Many of the hotel staff are magicians and entertains guests across the complex, and there are formal magic shows in the lobby – hence the name “Magic Castle".



6.  Magic 
Popsicle. But, those are not the crowd favorite amenity.  By far, the most mentioned, most popular amenity is the Popsicle Hotline. 

Pick up the red phone next to the pool and ask for Popsicle.  In short order, a hotel staff member shows up - pool side - with white gloves, and a tray of individually wrapped Popsicle.


Smiles.  Happy customers.  That Popsicle Moment they will always remember. That stopped up toilet on day two is long forgotten.

How to Create those Magic Popsicle Moments


In the Litigation Support world, those on the front lines are the Paralegals, Project Managers and other staff in supporting roles.  We support trial lawyers.  Those jobs are among the most difficult jobs on the planet.  Ask anyone in LitSup and they will tell you just that.  Lawyers are our clients and customers.  But, we are not a hotel!  But wait, many law firms and corporate legal departments do in fact already provide soft drinks and coffee, although some have mused that there is a reason that caffeine is free, but I digress.  At our company, we have ice cream, Popsicle, drinks, snacks and the like.  Studies show that “creature comforts” can dramatically improve morale and attitude in the work environment. 
Early in my career, I spent a decade or so bouncing around the country supporting trial lawyers at trial.  Like many paralegals today, my responsibility was vast.  I was responsible for all logistics inside and outside the court room.  Everything from making sure all demonstratives were ready and presented at the right time during trial.  Helping prepare Q&As, assisting during examination.  Outside the courtroom, I was responsible for making sure all those “creature comforts” were there so the lawyers could focus on their work and that next witness.  I was the gate keeper and the client handler, responsible for making sure the firm’s client was taken care of, but didn’t interfere with the lawyers' trial prep.  One great trial lawyer I used to support was made happy when he had four things at the end of the trial day:

1) Document Chron of exhibits;
2) A bottle of good wine (intake managed by me);
3) A good cigar; and
4) A nice dinner, but not too heavy to avoid a sleepy lawyer who will need to prepare most of the night.

Before I went to trial with a lawyer for the first time, I made a point to find out what they liked and disliked.  I made it my mission to make sure they stayed focused and didn’t have to worry, or even think about anything but the case.  I ran interference for all access to whatever lawyer was “on” with the next witness.  Nobody got to that lawyer without going through me.  I delivered to their room, so they didn’t waste time coming down to the war room.  Without really realizing it at the time, I was creating “Popsicle Moments”. Project Managers that support a wide variety of “clients” are those with the best opportunity to create those memorable moments and do so all the time.  At least, those organizations that are highly focused on “customer service” do.   Great PMs are there when you need them – whatever you need.  Great PMs are focused on making sure you are trained to do things yourself if you want, or doing whatever you need for you when you can't.  They “show up”.  There is always “free stuff” with any great service provider.  They don’t nickel and dime you for everything.  A customer centrist provider won't  consume you with the same questions over and over.  Great PMs make it their mission to determine your likes and dislikes and execute.  You trust them. When your supported by the right provider, your service level is the same whether you are sending them a million dollars of work, or a thousand. 

Conclusion


As “eDiscovery” pricing becomes a commodity, and profit margins of service providers continue to shrink, it is easy for an organization to make up the difference by cutting wages of workers.  When an organization does that, the obvious result is a less qualified staff.  “Free” project management might be a sign that your service with that organization may not be what you expect.  Nothing is ultimately free.  

What are you doing to create those Popsicle moments?  Is your service provider creating Popsicle moments for you?


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