EDRMS Toolkit

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Ensure work product of case/client team meets the standards of quality set forth in project plan and adhere to the Quality Standards established by the Professional Services management team.

More Uses of the EDRMS Toolkit:

  • Ensure your team complies; monitors environment and proactively look for ways to improve uptime, alerting, and efficiencies of applications in the environment.

  • Steer: it coordinate document review, production, advanced search and analytics using catalyst applications.

  • Confirm your planning coordinates across multiple departments on patching and upgrades to ensure client success.

  • Orchestrate: niantic legal partners with teams across your organization as you develop solutions for the legal, compliance, and Public Policy challenges and opportunities.

  • Confirm your business recommends Process Improvement to ensure high quality, timely and cost effective methods are utilized.

  • Be accountable for providing Consulting Services to case teams regarding best practices for the use of legal technology, plugins, workflows and more.

  • Be certain that your planning prepares report for clients, management, and stakeholders regarding the status of each project.

  • Establish or refine processes and methodologies to enable successful delivery on project goals.

  • Communicate expectations for scope and deadlines to internal and external stakeholders.

  • Be accountable for developing new business opportunities with existing clients through consultative selling, and being the voice for service and product implementation at an enterprise level.

  • Develop custom workflows designed to optimize efficiency in the preparation of data and review.

  • Ensure team members running Collections are properly trained on the standard collection processes and procedures; ensure consistency of process and workflow execution across teams.

  • Ensure you bolster; Lead Data Remediation projects/programs (defensible deletion, ROT cleanup) projects.

  • Perform quality checks and detailed analysis on work product prior to document production or additional levels of review.

  • Arrange that your strategy complies; interfaces with the technical team to coordinate data handling and to relay instructions for prioritizing and formatting data processes.

  • Lead defining and maintaining the processes and technology that allow team and client to meet case needs.

  • Be accountable for providing support for eDiscovery technical tasks used throughout the entirety of eDiscovery data.

  • Identify opportunities for efficiencies related to process and develop innovative approaches to completing scope of work.

  • Develop new business opportunities with existing clients by promoting organization products and services.

  • Establish that your design provides high level escalation support to colleagues across your organization for application and complex process implementation.

  • Inform clients proactively updated about new tools, products, and offerings; and providing client demonstrations.

  • Create account plans, territory plans, and engagement and sales strategies and execute on strategies.

  • Warrant that your organization creates and modifies files for upload, typically into COTS products, and performs individual file conversion in support of electronic file processing.

  • Consult with and take direction from supervisors, Project Managers, salespeople and clients regarding project scope, case investigations and status.

  • Ensure administrative compliance with organization sales policies, as updating opportunities in Salesforce.

  • Lead and maintain demonstrable fluency in and expertise with critical RIM program elements.

  • Identify root causes for customer churn and possible client dissatisfaction proactively.

  • Ensure you coordinate; build and maintain effective relationships with clients, colleagues and other stakeholders to enable open dialogue, win trust and become a trusted business partner.

  • Be accountable for ensuring accuracy of data loading, manipulation, and conversion by performing and documenting quality checks in accordance with specifications.

  • Provide consultation to case teams for document review, production, and data searching workflows.


Save time, empower your teams and effectively upgrade your processes with access to this practical EDRMS Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any EDRMS 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 EDRMS specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the EDRMS 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 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which EDRMS improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What disadvantage does this cause for the user?

  2. What qualifications are needed?

  3. Do you have an issue in getting priority?

  4. Has implementation been effective in reaching specified objectives so far?

  5. What are the potential basics of EDRMS fraud?

  6. How do you take a forward-looking perspective in identifying EDRMS research related to market response and models?

  7. Do you recognize EDRMS achievements?

  8. What are your current levels and trends in key EDRMS measures or indicators of product and process performance that are important to and directly serve your customers?

  9. Is the EDRMS test/monitoring cost justified?

  10. How are costs allocated?

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 EDRMS book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your EDRMS 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 EDRMS Self-Assessment and Scorecard you will develop a clear picture of which EDRMS 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 EDRMS 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 EDRMs Projects with the 62 implementation resources:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all EDRMs Project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the EDRMs Project team have enough people to execute the EDRMs Project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed EDRMs Project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

  • 2.1 EDRMS Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 EDRMs 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 EDRMs 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 EDRMs 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 EDRMs Project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose EDRMs 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 EDRMS 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 EDRMS investments work better.

This EDRMS 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.