
How This Am Regulation 100 Agency Constructed Its Advertising and marketing Know-how Stack | Authorized Advertising and marketing Affiliation (LMA)
Invoice Turner, chief technique officer, and Drew Hawkins, director of digital advertising, oversee advertising and communications efforts for the U.S. arm of the worldwide regulation agency Womble Bond Dickinson (U.S.) LLP (WBD). Collectively, they’ve a long time of regulation agency advertising management expertise and have constructed a collection of instruments to service the agency’s calls for for actionable intelligence, a strong buyer relationship administration (CRM) system, advertising automation and extra.
Whereas a number of the advertising know-how merchandise utilized by WBD are homegrown, others are off the shelf. With agency enterprise objectives in thoughts, the group at WBD executed the creation and subsequent rollout of a extremely advanced amalgamation of interconnected parts — all whereas guaranteeing ease of use, accessibility and a focus to adoption throughout all ranges of the agency.
Methods & Voices editor Nathan Smith not too long ago spoke with Turner and Hawkins to study extra about their tech stack, product trials and developments, and extra. Beneath is a transcription of their collective responses.
In broad strokes, inform me in regards to the tech stack utilized by WBD’s advertising and associated departments.
Like many Am Regulation corporations, WBD makes use of a wide range of applied sciences that assist the agency’s advertising and enterprise growth efforts. Amongst different capabilities, these programs and instruments are meant to speak WBD’s model and story to the broader market, determine key choice makers, and facilitate collaboration amongst attorneys and shopper growth workers to strategically meet their wants.
On the hub of this know-how stack are the agency’s CRM system and the enterprise knowledge warehouse. The numerous spokes that hook up with the tech stack embrace programs associated to electronic mail, advertising automation, relationship energy measurement, knowledge cleaning instruments, contextual information feeds, exterior knowledge suppliers (company intelligence), occasion administration, proposal administration, content material administration, web site, SQL server reporting companies and Energy BI. Externally, the agency employs a social media influencing platform and particular person expertise and SEO (website positioning) instruments to ship extra related and interesting web site experiences, and a model asset library for brand spanking new content material creation.
What was the journey wish to get to the place you at the moment are? What classes have been realized by way of failures and successes?
Twenty years in the past, we have been largely targeted on gaining legal professional adoption for a very advanced CRM implementation. The state of the agency’s know-how, legal professional readiness and the dedication to knowledge high quality have been missing to efficiently execute this imaginative and prescient. A lot of our execution technique relied on programs that have been lower than ultimate for knowledge integration and reporting with different programs. We have been additionally targeted on a extra restricted vary of wants.
Over time, calls for on the enterprise created a necessity for a extra versatile digital infrastructure when it got here to advertising and enterprise growth. Externally, these calls for would come with:
- new channels that weren’t beforehand a precedence (e.g. social media),
- the necessity for advertising automation,
- the significance of search and website positioning,
- the necessity for extra dynamic web site experiences,
- an elevated emphasis on high quality content material and thought management, and
- enhanced experiences in digital/hybrid occasions.
Inside calls for would come with extra need for collaborative enterprise growth instruments, a concentrate on account-based advertising, administration/board reporting and data-driven decision-making. Many of those calls for have been drastically accelerated by the pandemic, although most have been nicely underway previous to it.
From a person perspective, we’ve executed a greater job understanding what know-how attorneys truly need and can use. For instance, we now have discovered that the overwhelming majority of our attorneys are unlikely to make use of overly advanced CRM know-how, so we don’t push these instruments on them. Nonetheless, our attorneys are genuinely all in favour of understanding who within the agency has not too long ago pitched to a sure shopper, understanding particular person’s networks, whether or not a contact has attended a current agency occasion, and so forth. We’ve creatively developed a mixture of in-house processes, reporting programs and off-the-shelf programs to supply that key data in an accessible, acquainted atmosphere for our attorneys. This focused strategy towards know-how supply requires the flexibility to simply transfer knowledge between programs, to supply us with the pliability to make use of the suitable know-how to ship the info.
Consequently, throughout product evaluations we put extra scrutiny on software program contracts, the standard of APIs and/or SQL desk constructions in order that new knowledge sources can simply be included into the agency’s CRM and/or enterprise knowledge warehouse. Creating an open knowledge structure with frequent dimensions throughout useful strains additionally lays the muse for different strategic functions of selling/enterprise growth knowledge, that are nonetheless nascent throughout the agency. This consists of predictive analytics and synthetic intelligence (AI)-driven insights.
In earlier intervals, we gravitated closely towards know-how distributors who created particular options for regulation corporations. Lots of the merchandise we purchase as we speak are designed for authorized, and lots of of those distributors do a superb job of addressing points and priorities which are distinctive to our occupation. Nonetheless, we’re more and more open to adopting and experimenting with programs not unique to authorized if the core know-how is healthier and extra versatile (even when we should adapt it to satisfy our wants).
We’ve additionally realized the significance of operating pilots and beginning small. We are inclined to favor know-how suppliers who supply pricing/licensing preparations that permit us to begin small and keep there till we’re able to take the following step.
Do off-the-shelf merchandise work in your agency’s wants?
We use a number of off-the-shelf merchandise, however maximizing the worth virtually inevitably entails some degree of customization. In recent times, we now have hardly ever simply turned one thing on and went about our enterprise. There has at all times been a deliberate setup course of, from workflows to person onboarding, which are particular to our group’s wants.
Inform me about what you could have constructed in-house.
Greater than 20 years in the past, we constructed an enterprise knowledge warehouse below a standard dimensional framework, to create a single supply of reality and some extent of integration for reporting throughout a number of useful areas (HR, payroll, monetary, know-how, and so forth.). Over time, our inside growth group has leveraged core Microsoft applied sciences (SQL server reporting companies [SSRS], Sharepoint and not too long ago Energy BI) with a homegrown front-end to supply a lot of the agency’s reporting wants.
With the migration to a extra open shopper growth knowledge technique and CRM system, we at the moment are capable of start to include what has lengthy been a lacking ingredient — shopper growth knowledge that has the potential to function main indicators for the place the enterprise could be going (versus financials, which solely inform us the place it’s been).
What points does your know-how resolve within the context of selling, enterprise growth and shopper service (analysis, CRM, KPIs, and so forth.)?
Our tech addresses various totally different advertising and enterprise growth points. Nonetheless, a standard theme is that the stack is steadily evolving to supply a single view of the shopper with the CRM serving as the principle supply of reality. Different programs all contribute to this effort and we’re more and more creating a greater grasp of how wholesome {our relationships} with our shoppers are.
How has the adoption been?
As we now have grown extra selective about what know-how we select to deploy (and to whom), we’ve discovered that adoption has usually been good. We want a small, preliminary rollout to a targeted group and check, study, develop and broaden. This initially takes longer, however helps us construct person advocacy and belief. It additionally helps us higher perceive the boundaries of how vast our adoption must be, finally making for higher use of assets.
Do you could have any recommendation in your friends concerning tech stacks at their corporations?
We might not faux to supply any recommendation that’s novel or enlightened. Many Am Regulation corporations would possible supply extra refined approaches on many know-how subjects/processes. For us, it begins with the agency’s enterprise objectives and technique, and what shoppers want from the agency. What markets, practices or industries will we wish to compete for? What capabilities should we construct which are precious within the eyes of shoppers in these areas? How can we differentiate ourselves from others who would supply one thing related? What’s the financial principle of success?
Admittedly, in a partnership mannequin, particularly a regulation agency, constructing consensus solutions round a few of these questions may be difficult. Nonetheless, we attempt to align the shopper growth group’s priorities and its digital infrastructure selections to assist and speed up the broader agency technique.


Kean Miller LLP
Nathan Smith is the director of shopper companies for Kean Miller and is accountable for overseeing the advertising and BD capabilities of the agency’s growth in Texas. Nathan has been within the authorized advertising area for 20 years, working with greater than 50 regulation corporations to create, implement and execute advertising, BD and PR applications, as each an in-house skilled and an outdoor guide. He’s a broadcast writer showing in industry-specific publications equivalent to Advertising and marketing the Regulation Agency, Worldwide Authorized Know-how Affiliation and Attorneyatwork.com. He’s the member-at-large, programming, for LMA’s Houston Native Steering Committee and a member of LMA’s Methods & Voices Editorial Committee. Moreover, Nathan is the recipient of a number of Addy awards for excellence in previous advertising campaigns.