In just a few months, PTC's in-house Legal team adopted a series of modern business improvement practices and developed a scaled cloud-based solution to provide them with data-driven insights.

ABOUT PTC LEGAL

With an annual revenue of nearly $1.5 billion and employees in over 30 countries, PTC is a global software company that creates solutions to unlock the value of digitalisation in the industrial space. Within PTC, the EMEA Legal department had identified the need to empower their team members and leaders with world-class cloud collaboration tools, practices and analytics. They had already started the journey by using a Microsoft Excel-based solution but were finding that collecting reliable data for business insights in a scalable manner was costing them significant time and effort.

PTC Legal wanted to use their existing investment in Microsoft Cloud services and reduce the effort to produce live reliable analytics. The objective was to increase the Legal team's capabilities in delivering overall business value. To give focus to the Legal team, a project dubbed 'HALO' (The Hub for Automated Legal Operations) was set up.

As an expert in modern workflow architecture, Polderon was able to work alongside the team to re-invest the knowledge gained from the Microsoft Excel-based solution into shaping a scalable cloud-based Microsoft Teams/Azure Boards solution that would enable and boost operational business practices while at the same time providing PTC Legal with data-driven insights.

"The idea is to use the system to help you get that work done, rather than just as a reporting tool."
— Jason Padman, Polderon

INSIGHT INTO EFFICIENCY AND COLLABORATION

PTC Legal wanted quick and easy metrics on team efficiency and effectiveness, including intra- and inter-departmental collaboration. This created the opportunity for visibility and for the team to collaborate on work, resulting in more data being created automatically — data without effort.

"I feel like we're now really 'telling the story of each case' rather than just reporting them in a list."
— Luca Volpi, Legal Counsel, PTC Legal EMEA

COACHING THE TEAM TO MAKE THEIR OWN PATH

Another objective was to coach the team in modern business practices using their new standard Microsoft tooling to achieve their normal daily tasks. With the right mindset and a 'local guide' expert showing them around the Microsoft technology, the team shaped not only how they wanted to use the data but also where to get it from.

"What really thrilled me was the entire team's openness for change and the quick adoption of the system."
— Manuel Krahl, Senior Director Legal, PTC Legal EMEA

KEY RESULTS

The transformation helped the team achieve a number of key results: