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1. IT Pro
ofession
nals’ Sta to Fin
art nish E-D
Discovery Check
ry klist
Wh to put to
hy ogether an E-Discove Proces
ery ss:
• Reduce liability and risk
R y
• Lo
ower litigation costs
n
– IT reso ource allocation, overtime
– Minimi costly asp
ize pects, e.g. Lawwyer review
• Avoid fines, ad
A dverse judgme ents
• Comply with re
C egulations
• Ease disruption to normal bbusiness oper rations
• Better manage your environ
e nment
Con
nsideration when c
ns choosing a tool or vendor:
When sea
arching for a solution to your E-Discovery needs it is important to take into consideration a
s
number of factors:
• Budget
• Timeframe
• Volume
V
• In
n-house resou
urces
• Regulations
R
• Data types
D
• Scope
Ran of Offe
nge erings
• All-Inclusive So
A olution Offerin
ngs
• Software
• Hardware
H
• Hosted (Cloud)
H
• Consultants
C
• In
n-House proce essing
• Service Providders
456 Washington Avenue, Suite 2 > Bridgeville, PA 15017 > 1.
A .800.255.5155 > www.sherpa
asoftware.com

2. Sol
lution Con
nfusion
• Hundreds of ve
H endors offerin software and services
ng
• Functional oveerlap
• Service providers selling so
oftware, Consultants managing tools
• In
nfrastructure providers build discovery m
p modules, etc.
• Diverse set of cost models
D
Sol
lutions sho
ould offer:
Effective T
Turn Around: Robust features sets to h
handle all the E-Discovery steps that will be required in
your envirronment (see EDRM.net)
• Time savings: Effective pro ocessing of daata
• Cost Savings:
C
• Defensibility:
D
• Robust audit tr
R rails and chains of custodyy
• Preservation of metadata
o
• Efficiency
• Targeted to yo environme
our ent
• Able to process based on e
A expansive crite
eria
• Minimal disrup
M ption of day to day business
o
• Must be repeatable, enforce
M eable
How to choos your too
se ols:
• Understand yo unique environment
U our
– Needs requirements of the orga
s, anization
– Speciffication of the IT environm
e ment (data maps, process flows, etc.)
– Identify area of challenge (backu tapes, laptops, remote s
fy up sites, obsolete technology, etc.)
e ,
– Reseaarch vendors, software, ser rvices that ha experienc with similar clients (data
ave ce r a
types, size, industry etc.)
y,
• Realistic expec
R ctation of wha can be don in-house
at ne
• If an E-Discove process is not yet in place, create o
ery s one
• Get
G buy-in from all stake ho
m olders (especi ially Legal and IT)
• Setup, evaluat and benchm
te mark in a realistic test environment
• If needed, seek outside exp pertise for guid
dance (don't fforget your pe groups)
eer
456 Washington Avenue, Suite 2 > Bridgeville, PA 15017 > 1.
A .800.255.5155 > www.sherpa
asoftware.com

3. Questions to ask:
When dea
aling with stak
keholders:
• What is the budget?
W
• How often is th organizatio involved in litigation?
H he on n
• Is there a curre E-Discove process?
s ent ery
• What governm
W ment regulation affect the industry?
ns
• What is the mo pressing n
W ost need in the orrganization?
– Policy creation (E-D
Discovery Plan, Complianc Retention, etc.)
ce, ,
– Pendin litigation, s
ng specific case
– Human Resource, s
n security needds
– Other
thering ESI sp
When gat pecifications:
• How large is th IT infrastru
H he ucture?
• Where is data stored (struct
W tured, unstrucctured)?
• What kind of backup techno
W ology is utilize
ed?
• What systems are used for mail, HR, etc
W c.?
• Is litigation targ
s geted at certa custodians
ain s?
• What kind of in
W n-house expeertise is present?
• Which parts of the E-Discov
W f very process are handled in-house?
searching ven
When res ndors:
• Is this a service, software, S
s SaaS?
• Does the tool search the da types in yo organizati
D s ata our ion?
• What kinds of audit trail / ch
W hain of custod does the pr
dy roduct support?
• How are end-u
H users affected d?
• What is the average time fo installation and setup?
W or
• How intrusive is the architec
H i cture, what efffect on ESI?
• What kind of tr
W raining is requ
uired?
• What is the pricing model (s
W size, server, installation, m
module, etc.)?
• Can
C I see a de emo?
• Do
D you have an evaluation?
a ?
456 Washington Avenue, Suite 2 > Bridgeville, PA 15017 > 1.
A .800.255.5155 > www.sherpa
asoftware.com