Time for a change? eDISCOVERY RFP Toolkit

Ian Campbell President, iCONECT Development Jeff Kirksey Director of Business Technology, Sutherland Asbill Dec 19, 2016

eDISCOVERY RFP Toolkit The Basics The Extras Licensing and pricing TCO (Total Cost of Ownership) Company innovation and market longevity Product support Role of analytics Security Migration and onboarding a new product Focus on In-House

The Basics HTML5 DB architecture and scalability Searching Analytics Images and natives Linear and Investigative workflows Batching and management Administrative controls Security and logging Folders and tagging Redaction management Productions 3rd party tool interaction Over 100 features you should ask for…

The Extras

Licensing and pricing Access Term Exit ramp Users Contract Storage Scale up and down “UNLIMITED” – the myth Reporting Volume -What’s included? Analytics Mobile Access

TCO (Total Cost of Ownership) Servers Expansion/Workers Database (included or license separately)? Add-on modules? (processing?) Integrations (API/SDK); SAML Other licensing (Terminal Services)? Plug-ins Backup, security audits Tech staff, trainers, support

Company innovation and market longevity In business since? Largest client? Profile projects? Cases? Online users? Ownership structure? Profitable? Release schedule Number of dev staff (domestic or off-shore)

Product support Hours Location After-hours Knowledge Online ticketing Low-medium-high-critical Feedback Communication

Email analysis and thread identification with “inclusive” emails ANALYTICS Role of analytics TAR Create the perfect document from scratch…and then find documents that match NEAR-DUPE Quickly identify near-dupe documents, sorted with relevance ranking. Ideal for batching documents to reviewers in a linear review Email analysis and thread identification with “inclusive” emails Create conceptual clusters from all documents or from retrieved search records Conceptually similar documents are identified and listed with relevance rankings

Add multi-factor authentication layers to match internal policies SECURITY Security OPTIONS Place behind the firewall, in a cloud (Azure/AWS), work with our worldwide LSPs or set up a remote system “Hacked” Hack tested by one of the Big 4 worldwide consulting firms or recognized agency “AD” Integrate with existing Active Directory Systems including password sync Built in Logging of all user activity and system interaction. Print or download logs for further analysis Add multi-factor authentication layers to match internal policies

Migration and onboarding a new product TRANSITION, SUPPORT & TRAINING Migration and onboarding a new product API/SDK Using simple tools that support multiple programming languages, replicating existing workflows is easy Support works to install, setup, plan and execute migration of project data, redactions and issue tags Manage the overlap of projects & systems through administration and scalable pricing Administrative training helps staff be experts in security, data loading and project setup End user training and materials to make your launch a success

DOWNLOAD AT www.iconect.com