Legal Operations & KPIs Forum Mexico #1 - Kickoff - March 14, 2025

March 14, 2025. 6 PM
Forum Notes #1

  • Meeting Introduction: Rodríguez and Vicky welcomed participants to the kickoff of the legal operations KPIs Mexico chapter, emphasizing the importance of data-driven operations in Mexico. They explained the bilingual nature of the session and encouraged interactive participation.
    • Welcome and Introduction: Rodríguez and Vicky welcomed participants to the kickoff of the legal operations KPIs Mexico chapter. They emphasized the importance of data-driven operations in Mexico and explained that the session would be bilingual, with both English and Spanish being used. They encouraged participants to keep their videos on, mute themselves when not speaking, and actively participate by asking questions or typing in the chat.
    • Interactive Participation: Vicky highlighted that the session was meant to be interactive, encouraging participants to raise their hands, ask questions directly, or type in the chat. She emphasized that this was not a webinar where participants just sit and listen, but a conversation where everyone could share their thoughts and ideas.
       
  • Participant Introductions: Vicky facilitated participant introductions, asking each person to share their name, role, company, and experience with data-driven decision making. Participants included Dayan Gomez Cruz, Arturo Cavazos Lozano, David Garza Villarreal, David Govea, Rodrigo Flores, Jensen Zomayoa, and Hector de Zamacona.
    • Introduction Format: Vicky asked each participant to introduce themselves by sharing their name, role, company, and experience with data-driven decision making. She provided an example by introducing herself as the event manager of legal operations KPIs and considering herself an intermediate in data-driven decision making.
    • Participant Introductions: Participants introduced themselves, including Dayan Gomez Cruz (business process excellence lead at Eastman Chemical Company), Arturo Cavazos Lozano (legal coordinator at Armour private security company), David Garza Villarreal (legal director at Heineken Mexico), David Govea (part of Heineken Mexico), Rodrigo Flores (head of legal IP and compliance at Covestro), Jensen Zomayoa (in charge of legal and compliance at Coca-Cola FEMSA Guatemala), and Hector de Zamacona (in charge of the legal department at Ragaza).
       
  • Legal Operations and KPIs: Rodríguez and Mori discussed the importance of legal operations and KPIs, highlighting the need for legal departments to communicate their value to the business using data and metrics. They emphasized the role of legal operations in bridging the gap between legal and business functions.
    • Importance of Legal Operations: Rodríguez and Mori discussed the importance of legal operations in helping legal departments communicate their value to the business. They emphasized that legal operations play a crucial role in bridging the gap between legal and business functions by using data and metrics to demonstrate the value of legal services.
    • Communicating Value: Mori highlighted the need for legal departments to communicate their value to other departments using data and KPIs. He explained that legal operations help legal departments transition from being seen as cost centers to being recognized as valuable business units.
       
  • ACC Survey Insights: Mori shared insights from an ACC survey, revealing that communication is the most important non-legal skill for legal departments. He explained that legal departments need to communicate their value to other departments using numbers and KPIs.
    • Survey Insights: Mori shared insights from an ACC survey, which revealed that communication is the most important non-legal skill for legal departments. He explained that legal departments need to effectively communicate their value to other departments using numbers and KPIs.
    • Importance of Communication: Mori emphasized that communication is not just about sending emails but involves telling stories and demonstrating the value that the legal department can bring to the business. He highlighted the need for legal departments to develop strong communication skills to effectively convey their contributions.
       
  • Legal Operations as a Strategic Initiative: Mori explained that legal operations is a top strategic initiative for legal departments, as it helps them transition from a cost center to a business unit. He emphasized the importance of using data and KPIs to communicate the value of legal departments to the business.
    • Strategic Initiative: Mori explained that legal operations is a top strategic initiative for legal departments. He emphasized that legal operations help legal departments transition from being seen as cost centers to being recognized as valuable business units by using data and KPIs to communicate their value.
    • Data and KPIs: Mori highlighted the importance of using data and KPIs to communicate the value of legal departments to the business. He explained that legal operations provide the tools and frameworks needed to measure and demonstrate the contributions of legal departments in a way that is understandable to business leaders.
       
  • Forum Mission and Vision: Mori outlined the mission and vision of the forum, which aims to create a collaborative space for legal professionals to learn, share, and advance their skills in data-driven decision making. He highlighted the importance of regional chapters for peer networking and knowledge sharing.
    • Forum Mission: Mori outlined the mission of the forum, which is to create a collaborative space for legal professionals to learn, share, and advance their skills in data-driven decision making. He emphasized the importance of collaboration and knowledge sharing among legal professionals.
    • Regional Chapters: Mori highlighted the importance of regional chapters for peer networking and knowledge sharing. He explained that regional chapters allow legal professionals to connect with peers in their area, share best practices, and learn from each other's experiences.
       
  • Platform Demonstration: Vicky demonstrated the legal OPS KPIs platform, showcasing its features such as metrics, chart gallery, video gallery, and forum section. She explained how users can access and utilize the platform's resources to improve their data-driven decision making.
    • Platform Features: Vicky demonstrated the legal OPS KPIs platform, showcasing its features such as metrics, chart gallery, video gallery, and forum section. She explained how users can access and utilize these resources to improve their data-driven decision making.
    • Metrics and Charts: Vicky highlighted the metrics and chart gallery features, explaining that users can filter metrics by category, view calculations, and download templates for charts. She demonstrated how users can use these tools to create customized dashboards and visualizations.
       
  • Participant Challenges and Goals: Participants shared their challenges and goals related to data-driven decision making. Rodrigo Flores expressed a desire to learn about KPIs and how to implement them, while David Govea highlighted the need to modernize their data visualization tools. Hector de Zamacona emphasized the importance of communicating the value of legal departments to the business.
    • Rodrigo's Goals: Rodrigo Flores expressed a desire to learn about KPIs and how to implement them in his legal department. He mentioned that he is a solo practitioner with a trainee and is eager to improve his understanding of data-driven decision making.
    • David's Challenges: David Govea highlighted the need to modernize their data visualization tools. He mentioned that their current system has been in use for over 20 years and needs to be updated to provide more visual and interactive data presentations. He emphasized the importance of using tools like Power BI to enhance their data analysis capabilities.
    • Hector's Emphasis: Hector de Zamacona emphasized the importance of communicating the value of legal departments to the business. He discussed the challenges of demonstrating the value of legal services in business terms and highlighted the need for legal departments to be seen as business partners. He also mentioned the importance of using data to make better decisions and the potential role of artificial intelligence in legal operations.
       
  • Future Meetings and Communication: Vicky discussed the guidelines and expectations for future meetings, which will be held remotely every three months. She also proposed using a LinkedIn group for communication and updates, which was agreed upon by the participants.
    • Meeting Guidelines: Vicky discussed the guidelines and expectations for future meetings, which will be held remotely every three months. She emphasized the importance of active participation, confidentiality, and professionalism during these meetings.
    • Communication Platform: Vicky proposed using a LinkedIn group for communication and updates, which was agreed upon by the participants. She mentioned that LinkedIn would be used to share updates, resources, and information about future events.
  • Closing Remarks: Rodríguez and Mori thanked the participants for their attendance and encouraged them to stay engaged and contribute to the growth of the forum. They emphasized the importance of collaboration and sharing ideas to advance the field of legal operations.

 Attendees:

  • Arturo Cavazos Lozano
  • David Garza Villarreal
  • David Govea
  • Dayan Gomez Cruz
  • Edna Rosa Lepe
  • Jensen Zomayoa
  • Hector de Zamacona
  • Hugo Gómez
  • Rodrigo Flores
  • Sergio Rodríguez (Regional Chair)
  • Mori Kabiri (Founder)
  • Vicky Oliveira (Event Manager)