Orellium Future Strategy (Solid Gold Podcasts #BeHeard)

Today we focus on discussing how generative AI and large language models (LLMs) represent a key inflection point requiring transformation of legal and professional services firms.

We analyse drivers, obstacles, and ethical implications around technology adoption.

And discuss researching evidence, examining client impacts, evaluating bespoke vs out-of-box LLMs, and shifting focus toward serving clients.

Based in London, with a global reach, Orellium Advisory Services offers pragmatic advice to professional firms, legal departments, and forward-looking companies. We ensure clarity of purpose and precision in practice.

Rob Otty, CEO, is a seasoned leader known for his direct, collaborative style. He was a former CEO of Norton Rose Fulbright South Africa, and subsequently Global COO and CFO of Norton Rose Fulbright. Since 2014, Rob has written and commented on the emerging opportunities and challenges of AI in the legal sector. He excels in managing global projects and portfolios, with expertise in technology integration and organizational design.

Jonathan Otty, Chief Strategy Officer, blends outcomes-based planning with creative flair. Transitioning from academia to professional services, he's committed to future-proofing the sector through innovation and unconventional thinking. Whether strategizing for business or scaling mountain peaks, Jonathan brings vibrant colour to the grey.

Powering Professional Services into the future.
We see the forest so clients avoid the trees.
Expert Solutions.
No Frills. LinkedIn · Website · Connect with Robert on LinkedIn · Connect with Jonathan on LinkedIn

In this episode, Jonathan and Robert discuss the implications of generative AI and emerging technologies on the legal sector. They explore the need for strategic considerations and the potential for asymmetric disruption. The conversation then shifts to the threats posed to traditional law firm partnership models and the necessity for corporatisation and culture shift. They also examine the changing client demands and the pricing implications for law firms. The episode concludes with a discussion on preparing for change and embracing future opportunities.

Based in London, with a global reach, Orellium Advisory Services offers pragmatic advice to professional firms, legal departments, and forward-looking companies. We ensure clarity of purpose and precision in practice.

Rob Otty, CEO, is a seasoned leader known for his direct, collaborative style. He was a former CEO of Norton Rose Fulbright South Africa, and subsequently Global COO and CFO of Norton Rose Fulbright. Since 2014, Rob has written and commented on the emerging opportunities and challenges of AI in the legal sector. He excels in managing global projects and portfolios, with expertise in technology integration and organizational design.

Jonathan Otty, Chief Strategy Officer, blends outcomes-based planning with creative flair. Transitioning from academia to professional services, he's committed to future-proofing the sector through innovation and unconventional thinking. Whether strategizing for business or scaling mountain peaks, Jonathan brings vibrant colour to the grey. LinkedIn · Website · Connect with Robert on LinkedIn · Connect with Jonathan on LinkedIn

After generations, has the Billable Hour finally met its match?

In this episode we discuss one of the most debated topics in the Professional Service Sector - the Billable Hour. For generations, the Billable Hour has dictated and underpinned the PSF commercial model. No element of the commercial model has more influence than the Billable Hour.

With the advent of very visible, technology driven, efficiencies, can the Billable Hour survive as the principle method for pricing services? Can Professional Service Firms change the model without severe adverse impacts - particularly if they have significant, long-term, fixed cost bases?

We explore some options available to PSFs and why we don't believe any PSF can delay starting to explore alternative pricing and commercial models. PSF partners and leaders can see what is coming. They should not miscalculate the time they have to start adapting or the amount of time they have to do so.

Based in London, with a global reach, Orellium Advisory Services offers pragmatic advice to professional firms, legal departments, and forward-looking companies. We ensure clarity of purpose and precision in practice.

Rob Otty, CEO, is a seasoned leader known for his direct, collaborative style. He was a former CEO of Norton Rose Fulbright South Africa, and subsequently Global COO and CFO of Norton Rose Fulbright. Since 2014, Rob has written and commented on the emerging opportunities and challenges of AI in the legal sector. He excels in managing global projects and portfolios, with expertise in technology integration and organizational design.

Jonathan Otty, Chief Strategy Officer, blends outcomes-based planning with creative flair. Transitioning from academia to professional services, he's committed to future-proofing the sector through innovation and unconventional thinking. Whether strategizing for business or scaling mountain peaks, Jonathan brings vibrant colour to the grey. LinkedIn · Website · Connect with Robert on LinkedIn · Connect with Jonathan on LinkedIn

Leadership, clients, culture and more with Peter Martyr, NED Koch Holdings.

In this enlightening episode, Peter Martyr, a seasoned leader with a rich history in both law and corporate governance, sits down with Rob Otty to dissect the nuances of leadership in an ever-evolving business landscape. From the world of international law to the boardroom of a global conglomerate, Peter shares invaluable insights into pragmatic leadership, the critical role of fairness and consideration, and the delicate balance between being liked and respected. Delving into the complexities of managing across cultures, the challenges of adapting to technological advancements, and the future of the legal profession, this conversation sheds light on the essence of effective leadership and strategic foresight. Join us as we explore the ideas of leading with integrity, embracing change, and the relentless pursuit of excellence in a people-centric world. Whether you're an aspiring leader or a seasoned executive, this episode offers wisdom for anyone looking to navigate the complexities of modern leadership and organisational dynamics. LinkedIn · Website · Connect with Robert on LinkedIn · Connect with Jonathan on LinkedIn

A business-minded, strategic CMO is a must for professional service firms

How to modernise your approach to clients and ensure that you remain relevant. A must listen for all law firm, professional service partners, CMOs and everyone interested in professional service marketing and positioning. Partners - empower your skilled non-lawyer leaders and reap the benefits. CMOs - be business-minded and strategic first and then apply the marketing, comms and brand expertise. Each respecting and working to your strengths, you can make a difference and deliver success. Now, possibly more than ever before, the role of a strategic, business-minded CMO is key to the success of a professional service firm. But this does mean partners should remember that they are not marketing and comms experts and that the CMO role is NOT about booking golf days, completing directory submissions and saying "yes" to every partner idea!

A trusted advisor to CEOs and Boards, our guest, Louanne Buckley has extensive experience in marketing and communications across global Fortune 500 companies and professional services firms, driving strategic transformations, increasing revenues, and enhancing brand loyalty. She has directed multi-national corporations like HP through turnarounds, splits and spin-mergers to the transformation of PwC’s go-to-market in Canada and then most recently Norton Rose Fulbright. Passionate about giving back to the community, Louanne has served as a Board Director for several organizations with a focus on healthcare and gender diversity. Connect with Louanne on LinkedIn · LinkedIn · Website · Connect with Robert on LinkedIn · Connect with Jonathan on LinkedIn

Now, more than ever, Brand is essential to law firms and PSFs.

Now more than ever, a brand that resonates with your clients and your people is crucial to your success as a law firm.

Our guest, Rebecca Price is strategy partner, co-founder and co-owner of Frank Bright & Abel – a creative communications consultancy, that specialises in B2B and works extensively across the legal sector. A brand, employer brand, marketing and communications specialist, she’s a consultant with over 30 years’ experience. Rebecca is driven by a belief that great results are driven by simplicity, authenticity and a firm connection to the strategic intent of a firm.

Our discussion with Rebecca is a must listen for anyone interested in professional services and brand. We cover aspects of brand strategy, including the definition of brand, its importance for professional service firms, and how to effectively leverage brand to differentiate and stand out in a competitive market. Brand encompasses how an organisation positions itself in the market, what it stands for, how it behaves, the language it uses, and its visual expression. For law firms, brand is crucial in differentiating themselves from competitors who often offer similar services. Brand should be truthful and reflect the firm's aspirations, not be just spin. It needs to be authentic and align with the firm's strategic plan; Employer brand is equally important, ensuring that employees believe in and embody the brand - crucial for attracting and retaining talent. When expanding into new jurisdictions with different values, firms should be transparent about their reasons and strive to uphold their principles as much as possible. Developing a strong brand requires input from various stakeholders, including clients, employees at all levels, and external parties like recruiters, to gain a comprehensive understanding of the firm's strengths and perceptions. Connect with Rebecca on LinkedIn · LinkedIn · Website · Connect with Robert on LinkedIn · Connect with Jonathan on LinkedIn

Cognitive Dissonance, Hubris, Scepticism and other blockers to change.

Join us as we explore the concept of cognitive dissonance within the legal industry, where firms recognise the need for change but remain rooted in traditional practices and the billable hour model.

We discuss the tension between understanding the need to adapt and being entrenched in models that have historically guaranteed profitability, drawing parallels with the case of Kodak's failure to capitalise on digital innovation.

We look at the underlying commercial unit of measurement that constrains law firms, the internal barriers to change, how the legal sector is a vast ecosystem of vested interests that mean now, more than ever, law firm managers need to carefully review the advice they are receiving, and how law firms are increasingly facing the risk of finding themselves misaligned with their clients expectations.

Finally we look at the tremendous opportunities that present to traditional law firms to adapt and innovate to not only protect their position of dominance, but thrive in the new world of technologically enabled legal service. LinkedIn · Website · Connect with Robert on LinkedIn · Connect with Jonathan on LinkedIn

Employer Brand - is there a more important strategic imperative in 2024?

In this episode Rebecca Price, strategy partner, co-founder and co-owner of Frank Bright & Abel, a creative communications consultancy, that specialises in B2B and works extensively across the legal sector, talks to co-hosts Rob Otty and Jonathan Otty about the importance of getting your Employer Brand right. Employer Brand has never been more important - done right, it provides a huge advantage in your recruitment and retention of the best talent and in delivering commercial success. Employer brand is not a "soft" issue - indeed there can be no more "hard" strategic issue for companies and law firms to get right. As the pace of change gets ever faster, and as generational differences become an increasing feature within organisations, a well defined Employer Brand creates both strategic advantage and the institutional "glue" that allows your business to adapt, flex and continue to succeed.

Rebecca shares her years of experience and learnings from multiple sectors, with a special focus on the legal sector. This episode is a must-listen for not only leaders, but all partners and team members who have an interest ensuring the success of their firm. It is the second in a two part conversation with Rebecca and reinforces the important link between external brand, which was covered in the previous episode, and Employer Brand. Strategic advice and guidance of the highest calibre from a leader in her field. Research mentioned in the episode can be found on the FBA website · Connect with, and follow, Rebecca on LinkedIn. · LinkedIn · Website · Connect with Robert on LinkedIn · Connect with Jonathan on LinkedIn

Empowering the individual to drive change within organisations.

Our guest in this, our first long-form episode, is Richard Oakes, CEO of The O10 Group. Oh, and he just happens to be a 5 times UCi World Cycling Champion as well. So, no pressure!

In the episode Richard and Jonathan discuss the importance of neuroscience and individual mindset in driving organisational change, particularly in the legal sector. We explore how leaders' inner narratives, authenticity, and energy can influence their ability to lead change effectively. Our discussion covers topics such as creating a compelling vision, embracing a growth mindset, maintaining physical and mental well-being, fostering team collaboration, and recognising the human element in change management. Our conversation emphasises the need for courage, empathy, and a genuine desire to help others succeed in navigating the challenges of change. Richard highlights the significance of aligning individual mindsets and behaviours with organisational goals to achieve sustainable transformation.

Richard has held senior level leadership roles in some of the world's most progressive professional services and retail businesses. He has delivered change projects and has a proven track record in re-connecting strategy, leadership behaviours and bottom line results. He has worked with clients in major financial institutions, FTSE 100 and Fortune top 50 organisations. His work has been part of a Harvard Business school case study. Richard is a leading thinker on change in the professional services market and has lectured in the US, Asia, Europe and Australia on the subject.

Richard is also the co-founder and rider for Team Ohten Aveas the world’s fastest masters cycling team. Richard has 4 UCI world titles and 2 world best times. Visit the Ohten Group Website · Connect with Richard on LinkedIn · LinkedIn · Website · Connect with Robert on LinkedIn · Connect with Jonathan on LinkedIn

In an environment of disruption, a law firm must be designed for agility.

Join hosts Jonathan and Robert as they tackle the evolving landscape of the legal sector. They delve into the critical topic of whether the traditional law firm partnership model can withstand the rapid technological advancements and disruptions of today's world. With a focus on organisational design, they explore how law firms must adapt to maintain a competitive edge.

Key Points:
1. The traditional law firm partnership model and its scrutiny in today's disruptive environment.
2. How AI and large language models (LLMs) are reshaping the legal industry.
3. The necessity for law firms to realign their structures with strategic goals for enhanced agility, communication, and resilience.
4. Drawing parallels from the photography industry's shift from film to digital, highlighting the importance of adaptability.
5. The significance of continuous improvement and fostering a culture of innovation within law firms.

Takeaway:
In a rapidly changing environment, law firms must reevaluate their organisational design to remain agile, responsive, and competitive. The shift towards integrating AI and rethinking traditional structures is crucial for future success. LinkedIn · Website · Connect with Robert on LinkedIn · Connect with Jonathan on LinkedIn

Navigating AI from someone who knows.

With Harkirat Singh (Palantir Technologies UK | Technical Director)

“AI isn't just about the tech; it's about generating real operational value.”
“Flexibility is key—being able to swap out models and adapt quickly will define successful AI integration.”

In this episode, hosts Rob and Jonathan sit down with Harkirat Singh, a veteran software engineer and AI expert from Palantir Technologies. We delve into the transformative power of AI, large language models, and the strategic integration of these technologies in enterprises. Here's what you can expect from this episode:

Understanding AI's broad definition and its progression from simple machine learning models to sophisticated large language models (LLMs).
The importance of AI in generating operational value and solving real-world problems.

Insight into the role of AI in professional services, particularly in legal and engineering sectors.
The challenge of integrating AI into traditional business models and the potential disruption of white-collar jobs.

The necessity of adopting a decentralised approach to AI implementation to maximise operational efficiency and innovation.
Why quick, iterative value delivery is crucial for successful AI adoption in enterprises.

Common pitfalls in AI adoption, including over-reliance on centralised data strategies and the need for precise problem selection.
How to demonstrate rapid, hands-on value creation, or Time to Value.

Predictions on the rapid advancements in AI, including multimodal capabilities and improved precision.
The importance of flexibility in AI models and the potential for dynamic, software-defined business transformations.

Takeaways for Business Leaders:
Embrace decentralised strategies to leverage AI effectively.
Focus on delivering rapid, demonstrable value to ensure sustained support and investment.
Stay flexible with AI solutions to incorporate the best technologies as they evolve. Connect with Harkirat on LinkedIn · LinkedIn · Website · Connect with Robert on LinkedIn · Connect with Jonathan on LinkedIn

Re-thinking Insolvency law, clearly defining strategy and remaining curious.

We sit down with Scott Atkins (Norton Rose Fulbright | Global Co-Head Restructuring) a visionary leader and strategist. Scott shares a refreshing and optimistic perspective on restructuring and insolvency, effective strategy, business development, remaining curious and venturing into Space. This episode is a must-listen for anyone looking to deepen their understanding of professional development and strategic business practices.

From aspiring veterinary surgeon to a globally recognised leader and strategist, Scott's path to law is filled with pivotal moments and opportunities.

Scott redefines the role of insolvency practitioners as "agents of economic growth maximisation," explaining how restructuring isn't just about resolving failures but optimising resources and driving economic efficiency.

As the immediate past president of INSOL International, Scott led significant initiatives, including a strategic expansion into Asia, Latin America, and the Middle East. He discusses the importance of a well defined and implemented strategy and global collaboration.

Scott shares his approach to managing diverse, cross-border teams. His leadership style, grounded in service and action, emphasises the importance of cultural sensitivity, curiosity, and fostering a sense of community.

Despite a demanding career, Scott provides insights into how he balances his professional responsibilities with family life. He emphasises the importance of resilience and long-term perspective in achieving work-life balance.

Scott highlights the significance of understanding client needs, bringing some much needed humanity to professional relationships, and maintaining curiosity. He also discusses the ongoing debate about the necessity of in-person interactions in the post-pandemic world.

Join the conversation and find actionable insights and inspiring stories from a leader at the forefront of legal practice and economic strategy. Connect with Scott on LinkedIn · LinkedIn · Website · Connect with Robert on LinkedIn · Connect with Jonathan on LinkedIn

Disrupting the Traditional by Thinking Differently.

Join us as we sit down with Janet Taylor-Hall, CEO and founder of Cognia Law, for a captivating conversation on the evolution of legal services.

Janet shares her path from a "recovering management consultant" to becoming a driving force in the legal sector, creating a unique model that blends traditional law with the agility of new law.

She introduces us to the concept of the "third pillar" of law, where New Law providers like Cognia are breaking the mould, offering a fresh approach that combines multidisciplinary expertise, cutting-edge technology, and a relentless focus on client needs. Cognia Law website · Connect with Janet Taylor-Hall · LinkedIn · Website · Connect with Robert on LinkedIn · Connect with Jonathan on LinkedIn

Change is accelerating. The Opportunities are for the taking!

In this candid episode, co-founders Jonathan and Rob reflect on the last 6 months. They share insights into how their expectations of a fast-paced, disruptive professional services sector have played out — and how reality has surprised them. From witnessing unexpected resistance to change within the industry to the challenges and opportunities presented by technology, this conversation offers a behind-the-scenes look at the road thus far.

They discuss some of the matters, projects and trends that will interest anyone involved in the sector, including:
- The rise in merger activity and the role of peer pressure in driving industry consolidation.
- The pitfalls of growth for growth's sake versus the true need for innovation and efficiency.
- The increasing tension between traditional business models and the demand for human and technological transformation.
- The evolving expectations of both clients and employees, particularly in the post-pandemic landscape.

They also discuss the exciting prospects that lie ahead, including a potential "new golden age" for services, and how smaller and mid-tier firms could leverage new technologies to compete on a larger scale.

Join Jonathan and Rob as they forecast the next big moves in the professional services sector and raise a glass to the opportunities ahead! LinkedIn · Website · Connect with Robert on LinkedIn · Connect with Jonathan on LinkedIn

Our thinking may just need an overhaul...

In this one-of-a-kind conversation, Richard Mulholland (Missing Link, Too Many Robots) shares his story; from being a roadie, to becoming a successful businessman and global presenter. He emphasises the importance of curiosity as a driving force in his career and discusses the evolution of presentation skills in the corporate world.

The conversation delves into the future of communication, the impact of AI on human experience, and the growing divide in technology access across the globe. Rich also reflects on the philosophical implications of these changes and the need for humanity to adapt and evolve in response to technological advancements.

In this conversation, Rich, Rob, and Jonathan take a look at various themes including the importance of historical context in decision-making, the dichotomy of optimism and pessimism in achieving success, and the evolution of strategy in business (Including if strategy is needed at all today). They explore how board games can serve as tools for strategic thinking, the need for a reconceptualisation of strategy in the modern world, and the future of leadership in a rapidly changing environment.

The discussion also touches on the potential of AI in business and the importance of adapting to new technologies. Missing Link Website · Too Many Robots Website · Connect with Rich on LinkedIn · LinkedIn · Website · Connect with Robert on LinkedIn · Connect with Jonathan on LinkedIn

Adapting to Disruption with Agility and a Fresh Leadership Approach.

In this episode, hosts Rob and Jonathan dive into the shifting tides in professional services, highlighting how traditional structures struggle against the ongoing "cascading crises." They discuss the strategic absurdity of "merger FOMO" and the assumption that size alone brings resilience; the opportunity created by Gen Z; and the need to constantly recognise that none of us is an expert in everything.

They champion strategic agility and the importance of building networked, multidisciplinary and multi-generational teams, internally and externally, to harness diverse expertise. They also challenge firms to reconsider entrenched leadership models, embrace change, and acknowledge the risk of technology normalisation in the face of transformative tech. Tune in for a forward-looking perspective on surviving — and thriving — in a disruptive era. LinkedIn · Website · Connect with Robert on LinkedIn · Connect with Jonathan on LinkedIn

How Tangent's CEO Leigh Gammons is redefining growth.

Join a thought-provoking conversation with Leigh Gammons, CEO of Tangent, as we explore the dynamics of leadership, innovation, humanity and AI. This episode is packed with insights on navigating global opportunities and leveraging technology to drive meaningful transformation.

Key Highlights:
• AI Beyond the Hype: Leigh shares how Tangent's approach to AI is reshaping business strategies, from customer experience to operational efficiency. Hear about their AI joint venture and the impact of building domain-specific solutions.
• Human-Centric Leadership: Remember the importance of nurturing talent, inclusive cultures, and building diverse, empowered teams. Leigh reveals what he looks for in future leaders and how Tangent fosters growth from within.
• Long-Term Vision: Learn how Tangent balances immediate needs with a future-focused strategy, prioritising investments that benefit clients, the business, and the planet.
• Cultural Integration: Gain practical advice on merging organisations and aligning cultures for successful growth, based on Leighs extensive experience with acquisitions and joint ventures.
• Sustainability at the Core: Tangent’s planet-focused initiatives include measuring carbon footprints for every project and leveraging technology to create efficient, low-impact solutions.

Professional Services Under the Spotlight:
Leigh and Rob also chat about challenges unique to the professional services sector, contrasting traditional short-term approaches with Tangent’s innovative, client-centric ethos.

Looking Ahead: What’s next for Tangent?
Leigh discusses their growing global presence, expanding AI-driven services, and maintaining long-term client partnerships.

Whether you’re leading a business, navigating AI adoption, or rethinking sustainability, this episode offers real, actionable takeaways Visit Tangent's website · Connect with Leigh on LinkedIn · LinkedIn · Website · Connect with Robert on LinkedIn · Connect with Jonathan on LinkedIn

Leadership, Energy, AI, and doing first-in-country transactions.

In this episode, Rob and Jonathan sit down with Anne Lapierre, Managing Partner at Bracewell’s Paris office, and a globally recognised leader in the energy sector. Anne shares her takeaways from leading a large team at a multi-service law firm to pioneering Bracewell’s Paris office with her entire team in tow — a remarkable testament to her leadership and vision.

Key topics include:
- Leadership in Transition: How Anne moved her team to Bracewell and the lessons for leaders in competitive markets.
- Sustainability and Energy Innovation: Anne discusses first-of-their-kind projects in Africa, including a landmark deal in Gabon that secured energy sovereignty without spending any public funds.
- AI's Role in Energy: Exploring the dual impact of AI as both a tool to optimise renewable energy and grid utilisation, and a driver of growing energy demand.
- Global Trends and Challenges: Anne’s insights into the future of renewables, the pressures of regulatory frameworks, and the complexities of geopolitical and populist influences on energy policy.
- Advice for Aspiring Leaders: Drawing from her extensive career, Anne offers invaluable advice for those looking to navigate the ever-changing energy sector.

Anne’s thought-provoking perspectives and real-world achievements make this episode a must-listen for professionals across energy, law, and sustainability sectors.

Tune in for an inspiring discussion about innovation, leadership, and the future of energy in a world shaped by AI and rapid change. Connect with Anne on LinkedIn · Visit the Bracewell Paris Office website · LinkedIn · Website · Connect with Robert on LinkedIn · Connect with Jonathan on LinkedIn

Balancing Authenticity, AI, and Agility in Branding and Strategy

In this special episode, co-hosted with Frank, Bright & Abel, Jonathan moderate a dynamic roundtable with Rebecca Price, Co-Founder and Strategy Partner and John-Paul Sykes, Creative Director of FBA, and Rob, CEO of Orellium Advisory Services. Together, they explore the transformative trends likely to shape the future of branding, employer brand, marketing, and corporate identity.

Key topics include:

Why authenticity remains the cornerstone of successful branding in a world leaning into AI and automation.
The challenges and opportunities presented by AI in creative processes—from naming to visual identity.
Navigating the "human processing gap" amidst the rapid pace of technological change.
How movement, sound, and simplicity are revolutionising brand engagement in a crowded digital space.
Predictions for the next five to seven years, including the rise of Generation Alpha, seismic shifts in social media, and the irreplaceable value of human judgement in a tech-saturated world.

This episode offers fresh insights for leaders, strategists, and creatives striving to align their brands with the future while staying grounded in human connection. Whether you're wrestling with AI's impact or rethinking your brand's voice, this conversation is packed with actionable ideas and thought-provoking reflections.

Tune in to discover how to thrive in a landscape where technology is ever-changing, but humanity remains at the core. Connect with Rebecca on LinkedIn · Connect with Joh-Paul on LinkedIn · Frank, Bright & Abel website · LinkedIn · Website · Connect with Robert on LinkedIn · Connect with Jonathan on LinkedIn