1. Time for a change?
eDISCOVERY RFP Toolkit

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

3. 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

4. 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…

5. The Extras

6. 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

7. 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

8. 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)

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

10. 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
analysis and thread identification with “inclusive” s
Create conceptual clusters from all documents or from retrieved search records
Conceptually similar documents are identified and listed with relevance rankings

11. 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

12. 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

13. DOWNLOAD AT www.iconect.com