Planning for Over-stretched Business Systems Teams Without Compromising on Results

When:  Jun 15, 2023 from 12:00 to 13:00 (ET)


High-quality and specialist tech expertise is hard to find, expensive to onboard and even harder to keep. Yet the opportunities to deliver value through technology have never been greater with new emergent technologies, increased drive for adoption, upgrades to existing products, greater integration expectations from your users and migration to the cloud. PMSs, CRMs, DMSs, risk systems and other key business applications are equally impacted by these challenges and opportunities.

How can you plan differently to get the most value out of your existing applications, even if you have a smaller business systems team?

In this masterclass we will discuss how you can structure and resource your key business application teams to create a healthy balance between application maintenance and continuous improvement. The frameworks, strategic questions, and change management considerations we cover will serve as a guide for you to optimize your approach to delivering high-quality results beyond just maintaining “business as usual”.

You will leave this session equipped to ensure better data quality, timely upgrades, robust integrations, improved user experience and more!


The barriers to getting more value out of your existing software
Challenges and opportunities related to key business systems - a general overview
A new way to think about structuring your workload and teams around it
Driving innovation while keeping the lights on - in practice


Tony Pullman is a Director at Pinnacle, its Chief Operations Officer and Head of Business Transformation. Tony has over 20 years’ experience specialising in change and project implementation within the legal sector as both an external consultant and as an employee. Throughout his career he has implemented a number of systems across firms ranging from global magic circle firms through to mid-size and smaller sized firms. He also has extensive experience working with senior management and teams at all levels to plan, implement and prepare firms for change from technology change through to organisational restructure and business process change.

Gareth Thomas is the Global Head of Sales at Pinnacle. Gareth has been working in the legal technology Sector for over 20 years, having held senior Sales and Account Management positions at Tikit, BT Tikit, RAVN, iManage and Intapp. Throughout this time he has built a deep understanding of how law firms acquire, implement, integrate and support technology and has an extensive network of C-suite strategic leaders within law firms all over the globe who see him as a trusted advisor.

Val Reece is Pinnacle’s Chief Operations Officer – North America. She delivers projects as a consultant, staying in close connection with the market and Pinnacle’s clients. Over the years, Val held a number of leadership roles in consulting and enterprise software businesses and was previously the Director of Finance – Revenue and Systems at a prominent US law firm. This experience allows her to understand not only the technical goals of clients but also their cultural landscape within which software must yield results. Her approach delivers comprehensive solutions fit for long-term goals.

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