The document discusses overcoming in-house politics to implement eDiscovery solutions. It identifies problems with differing languages and siloed thinking between legal, IT, and business teams. It also addresses the complex IT environments companies face. The document provides tips for bridging communication gaps including gaining executive support, identifying stakeholders, and creating cross-functional partnerships. It stresses identifying technologies, litigation risks, and properly preserving evidence. Finally, it advises right-sizing eDiscovery solutions to balance litigation needs with expenses.

1. IQPC eDiscovery TorontoOvercoming In-House Politicsto Implement eDiscovery Solutions

2. In-House Politics Panelists Shaun Saldanha – TD Bank Financial Group J. David Morris – EMC eDiscovery Group

4. Legal Speak – Legal terms, Litigation Type, Federal Rules of Civil Procedure, Regulatory…

6. Legal Speak – Legal terms, Litigation Type, Federal Rules of Civil Procedure, Regulatory…

9. Legal Speak – Legal terms, Litigation Type, Federal Rules of Civil Procedure, Regulatory…

12. Legacy Systems

13. End-User driven technology solutions – I want my…..Blackberry.. Android… iPhone!

15. Legal Speak – Legal terms, Litigation Type, Federal Rules of Civil Procedure, Regulatory…

18. Legacy Systems

19. End-User driven technology solutions – I want my…..Blackberry.. Android… iPhone!

21. eDiscovery software has not reached Maturity – eDiscovery started with US rule amendments in December 2006

22. The One Trick Ponies – Point Solutions with no regard to the Chain of Evidence

23. Thinking - What worked Today….Will work tomorrow…

24. Case Law Development

26. Identify key stakeholders from legal, IT, business, records, compliance, and regulatory

27. Create cross-functional partnerships & building a Pan Organizational Advisory Counsel Benefits/Wins: Creates a common taxonomy and vocabulary from which to work and creates practical enterprise policies to meet legal, governance, and business needs

29. Identify key stakeholders from legal, IT, business, records, compliance, and regulatory

31. Determine corporate litigation profile & Characterize risk exposure

32. Manage Legal Hold and Evidence Preservation – It is the law.Benefits/Wins: Formalized approach to technology evaluation, proactive risk management assessment, and reduction in business operations disruptions

34. Identify key stakeholders from legal, IT, business, records, compliance, and regulatory

36. Determine corporate litigation profile & Characterize risk exposure

38. Create eDiscovery business plan with quantifiable expectations

40. Deliver Internal Investigation capabilities

41. Facilitate IT management, Information Management, Governance, Compliance, & Regulatory