eDiscovery Toolkit

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Save time, empower your teams and effectively upgrade your processes with access to this practical eDiscovery Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any eDiscovery related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated eDiscovery specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the eDiscovery Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 925 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which eDiscovery improvements can be made.

Examples; 10 of the 925 standard requirements:

  1. Traditional data protection principles include fair and lawful data processing; data collection for specified, explicit, and legitimate purposes; accurate and kept up-to-date data; data retention for no longer than necessary. Are additional principles and requirements necessary for your organizations applications?

  2. Will it allow users to retrieve their data and their application artifacts and to have strong assurance that the cloud service provider will delete all copies and not retain any materials belonging to the cloud service customer after an agreed period?

  3. The transaction quantity is huge as historical content needs to be retained at the blockchain nodes. This will only increase with time. Is blockchain tech stable enough to keep all this data safely?

  4. Are electronic document retention systems equipped to prevent disruption of document availability and loss of data through hardware and software redundancy best practices, and backup processes?

  5. The federal rules of civil procedure have been amended to address issues arising from electronic discovery or ediscovery. so is this really going to change the way anyone approaches discovery?

  6. How many predictive analytics functions are measured explicitly on improvement in predictive accuracy, with the CEO keeping an eye on this (retention, acquisition, risk, pricing models) ?

  7. How would the forensic activities change if it was determined that the access point was deployed for a legitimate business purpose, such as temporary work at the office by a contractor?

  8. Do your organizations CIO and IT managers know your organizations chief legal counsel and/or external legal counsel well enough to have a consideration with them about important issues?

  9. How do technologies like e-mail archiving, records management, classification, WORM storage and eDiscovery tools come together in a unified solution to address compliance requirements?

  10. Information records management policy is established by corporate legal. Specific measure for compliance are tied to the policy. What is your policy and how do you measure compliance?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the eDiscovery book in PDF containing 925 requirements, which criteria correspond to the criteria in...

Your eDiscovery self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the eDiscovery Self-Assessment and Scorecard you will develop a clear picture of which eDiscovery areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough eDiscovery Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage eDiscovery projects with the 62 implementation resources:

  • 62 step-by-step eDiscovery Project Management Form Templates covering over 1500 eDiscovery project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Risk Audit: What is the implication of budget constraint on this process?

  2. Human Resource Management Plan: Is there a formal set of procedures supporting Stakeholder Management?

  3. Stakeholder Management Plan: What records are required (eg purchase orders, agreements)?

  4. Closing Process Group: How dependent is the eDiscovery project on other eDiscovery projects or work efforts?

  5. Change Request: Should staff call into the helpdesk or go to the website?

  6. Resource Breakdown Structure: Which resource planning tool provides information on resource responsibility and accountability?

  7. Activity Duration Estimates: Do you think many information technology professionals have experience writing RFPs and evaluating proposals for information technology eDiscovery projects?

  8. Network Diagram: How difficult will it be to do specific activities on this eDiscovery project?

  9. Human Resource Management Plan: What skills, knowledge and experiences are required?

  10. WBS Dictionary: Is budgeted cost for work performed calculated in a manner consistent with the way work is planned?

 
Step-by-step and complete eDiscovery Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 eDiscovery project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 eDiscovery project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 eDiscovery project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 eDiscovery project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 eDiscovery project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 eDiscovery project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any eDiscovery project with this in-depth eDiscovery Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose eDiscovery projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in eDiscovery and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make eDiscovery investments work better.

This eDiscovery All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.