Redesigning Document-Centric Workflows for Speed and Experience

As firms move faster, productivity issues rarely stem from a lack of tools. Breakdowns happen when document workflows span desktop applications, third-party systems, external collaborators, and governed content environments that were never designed to work together.

In this peer-led session, practitioners share how they redesign document-centric processes to reduce friction for employees and clients. The focus is on orchestration: connecting documents to the systems people rely on, enabling secure external collaboration, and embedding governance directly into everyday work.

What you’ll learn

• How firms connect desktop tools, cloud platforms, and external sharing through a unified content layer

• Where process redesign delivers the greatest productivity and client experience gains

• How embedded governance removes delays without increasing risk