Steps to moving E-Discovery to the Cloud – Making it work

See http://www.information-management.com/news/10-things-to-know-before-moving-e-discovery-to-the-cloud-10024898-1.html?zkPrintable=1&nopagination=1

for proposed steps.  The steps might appear logical, but involving all stakeholders in committee meetings as a first step is a sure way to bring the project to a screeching halt.

I would reverse the steps as follows to be a more agile approach to implementation of moving E-discovery to the cloud

1 – Evaluate the e-discovery platform first and the cloud options second – This is to ensure you have the right e-discovery platform

2 – Assess potential – and realistic – risks associated with security, data privacy and data loss prevention – This is homework to ensure you are prepared to answer questions that will surely come up in regards to data security.  What you will find in most cases is that the solution is going to be more secure.

 3 – Learn the differences between public and private clouds – This is part of security assessment and this step is to reach a decision on which cloud to utilize for your needs.

4 – Run a pilot on a small project before moving to larger, mission-critical matters – this puts the project in action mode

5 – Benchmark your existing e-discovery processes including data upload, processing, review and export. – This is necessary to arm you with information as you sell the move to the cloud.  Once again, you will find that processes in general work faster than behind the firewall if implemented correctly.

6 – Document and define areas of potential cost savings – This is necessary step and required to make the case for transition to the cloud

7 – Leverage the success or adoption of other SaaS solutions in the organization to lessen resistance – This is the start of the sales pitch.  We have done it before & we are now going to adopt similar approach for E-Discovery

8 -Actively involve all stakeholders across multiple departments – Now get into a meeting with all parties. At this stage you are armed with success on a small project, have information on data security, benchmarks and cost to face the “committee”

9 – Develop an implementation plan, including an internal communication strategy – You have the OK, now go Execute!!

10 – Understand you are still the ultimate custodian of all electronically stored information.

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