Suggestions for Evaluating Legito Implementers

Charles Drayson

Last time, we ventured our opinion on the traits needed to be a good Legito implementer. How do you evaluate those traits? We asked our consulting team how they find new colleagues to be part of our implementation team. The suggestions look like tests – but don’t present them as such. Run a workshop. Make feel like an experiment rather than a pass/fail opportunity.

1. Ask us to help you

 If you are embark on a Legito implementation, we want you to succeed and enjoy the experience. If you would like our help or want to see what we use to evaluate candidates, just ask. No charge.

2 .Time limited automation task

Stipulate a task that involves simple document automation (building a template) combined with a simple workflow. Ask the candidate to attempt the task within a time-limited period. Ideally, tell the candidate to ask questions if they get stuck (we can make someone available if you don’t have someone with Legito skills).

Expect to learn:

• How comfortable is the person attempting to learn a new solution?
• How easy/difficult is it to grasp the basics?
• How readily will the candidate ask for help when it’s available?

3. Diagnose a deficient solution

Create a template with some flaws and a workflow that isn’t working correctly (ask us for help if you don’t have anything – but it’s better to use something from your business if you can). For example, create a template with formatting glitches and a workflow that does not perform as expected. Ask the candidate to look at the solution, identify defects, and suggest how to fix the problem.

4. Create project success criteria

Ask the candidates to suggest a short set of success criteria for the proposed project. This is a business analysis task, not a technical task. You want to see criteria aligned to business objectives, that show an understanding of flaws in the prevailing process, and an intuitive understanding of what success looks like.

5. Design your MVP

MVP = minimum viable project. An MVP is the simplest implementation that does something useful for the business. You want to see an initial project which is as small as possible. An MVP delivers a quick win, creates confidence, and is just enough to win support for a more expanded project. The candidate should identify a business process (just one) with a simple document without being simplistic.

6. Create a project plan outline

This task requires thinking about the steps required and how they will be scheduled alongside business-as-usual activities. Expect to see steps involving representatives from stakeholders, not just technical Legito steps. You want a pace that is sufficient to build momentum without imposing unrealistic burdens on teams.

Last time, we ventured our opinion on the traits needed to be a good Legito implementer. How do you evaluate those traits? We asked our consulting team how they find new colleagues to be part of our implementation team. The suggestions look like tests – but don’t present them as such. Run a workshop. Make feel like an experiment rather than a pass/fail opportunity.

1. Ask us to help you

 If you are embark on a Legito implementation, we want you to succeed and enjoy the experience. If you would like our help or want to see what we use to evaluate candidates, just ask. No charge.

2 .Time limited automation task

Stipulate a task that involves simple document automation (building a template) combined with a simple workflow. Ask the candidate to attempt the task within a time-limited period. Ideally, tell the candidate to ask questions if they get stuck (we can make someone available if you don’t have someone with Legito skills).

Expect to learn:

• How comfortable is the person attempting to learn a new solution?
• How easy/difficult is it to grasp the basics?
• How readily will the candidate ask for help when it’s available?

3. Diagnose a deficient solution

Create a template with some flaws and a workflow that isn’t working correctly (ask us for help if you don’t have anything – but it’s better to use something from your business if you can). For example, create a template with formatting glitches and a workflow that does not perform as expected. Ask the candidate to look at the solution, identify defects, and suggest how to fix the problem.

4. Create project success criteria

Ask the candidates to suggest a short set of success criteria for the proposed project. This is a business analysis task, not a technical task. You want to see criteria aligned to business objectives, that show an understanding of flaws in the prevailing process, and an intuitive understanding of what success looks like.

5. Design your MVP

MVP = minimum viable project. An MVP is the simplest implementation that does something useful for the business. You want to see an initial project which is as small as possible. An MVP delivers a quick win, creates confidence, and is just enough to win support for a more expanded project. The candidate should identify a business process (just one) with a simple document without being simplistic.

 6. Create a project plan outline

This task requires thinking about the steps required and how they will be scheduled alongside business-as-usual activities. Expect to see steps involving representatives from stakeholders, not just technical Legito steps. You want a pace that is sufficient to build momentum without imposing unrealistic burdens on teams.

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