Electronic Discovery Toolkit

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Methodize Electronic Discovery: internal auditors can expect to participate on projects that cover a wide range of topics, in areas significant to organization objectives, while interacting with all levels of management.

More Uses of the Electronic Discovery Toolkit:

  • Organize and maintain investigations database and analyze related data to identify trends and ensure consistency in employee outcomes.

  • In close partnership and collaboration with the Legal Team, drive the design and implementation of new employee relations Policies and Procedures and solicit support for same from relevant stakeholders.

  • Confirm your organization develops recommendations to change systems, policies, and procedures; ensures timely and accurate implementation.

  • Confirm your organization ensures standard procedures for Electronic Discovery and litigation support projects are consistently applied across the life of the case.

  • Collaborate with compliance and legal teams to develop consistent approach and optimal practices around employee investigations.

  • Configure datacenter and corporate Security Solutions to integrate with Security Tools as Identity Management, Multi Factor Authentication (MFA), and encryption.

  • Be accountable for formulating and defining specifications for Software Applications or modifies and maintains Existing Applications using engineering releases and utilities from the manufacturer.

  • Lead defining and maintaining the processes and tools that allow organizational leaders to effectively manage Project Life Cycle and change Management Processes.

  • Establish that your organization technicians work with Consultants as a team by providing expertise, timely responses, and task completion with persistent quality and detail.

  • Be certain that your organization facilitates and participates in meetings with external trade associations, Business Partners and outside counsel on behalf of attorneys and provides updates to attorneys.

  • Communicate effectively with consultants and clients regarding timelines and complications associated with task completion to properly set expectations.

  • Develop expertise in all Reveal and supporting technologies to provide consulting to Project Consultants and external clients.

  • Confirm your organization participates as a member of a team with Legal Department, Compliance Department, and/or other corporate personnel to complete projects and accomplish department or corporate goals.

  • Be accountable for directing and managing litigation projects to ensure implementation of deliverables and, executing tasks as per contract requirements and project specific directions.

  • Manage Electronic Discovery: Electronic Discovery Data Collection and extraction Digital Forensics Data Analysis, reporting and remediation.

  • Control Electronic Discovery: monitor teams progress, provide client facing reporting, and ensure quality work product from start to finish.

  • Head Electronic Discovery: secure for managing responsibility of providing testimony for current litigation involving Electronic Discovery and all it matters.

  • Establish that your organization communicates and work with Legal Department attorneys and staff, internal Business Partners, outside counsel, and third parties to support litigation and investigations.

  • Ensure you enable; lead with expertise in Cybersecurity, Electronic Discovery, or Big Data Solutions.

  • Head Electronic Discovery: engineering for managing responsibility of providing testimony for current litigation involving Electronic Discovery and all it matters.

  • Systematize Electronic Discovery: review case emails and new filing emails and cull case status and dates to docket, circulate new filings to team.

  • Applied work in electronic communications, Online Communities, collaboration and groupware, or social networking Product Development or evaluation.

  • Supervise Electronic Discovery: review department budget to actual expenditure report in electronic database and from contract to determine availability of funds and/or discrepancies.

  • Identify Electronic Discovery: Strategic Vision for what your organization should adopt to further its goal of increasing electronic filing.

  • Arrange that your organization requires use of electronic mail, Time And Attendance software, Learning Management Software and intranet.

  • Ensure you join; respond as the Security Officers for the Human Services Department related to technology security, CyberSecurity Incident response, and Human Service electronic Data Breach investigations.

  • Develop ecu Functional Safety requirements based on technical safety concept / requirements for ecu sub system for electronic hardware and software.

  • Establish Electronic Discovery: review and approves Accounts Receivable transactions in electronic databases to record revenue from internal and external customers.

  • Administer and manage the Electronic Document Management Software (EDMS), spreadsheets and databases.

  • Be accountable for Using Technology working with electronic hardware and Software Applications.

  • Initiate Electronic Discovery: conduct customer and prospect webinars to keep the industry informed of any new product enhancements.

  • Provide support to visitors or designated staff through typing, copying, files, etc.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Electronic Discovery 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 Electronic Discovery improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Does Electronic Discovery analysis isolate the fundamental causes of problems?

  2. How can you improve performance?

  3. What resources are required for the improvement efforts?

  4. How are measurements made?

  5. What is the overall business strategy?

  6. Have changes been properly/adequately analyzed for effect?

  7. How does your organization define, manage, and improve its Electronic Discovery processes?

  8. What is the definition of Electronic Discovery excellence?

  9. How can you improve Electronic Discovery?

  10. Is the final output clearly identified?

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

Your Electronic Discovery 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 Electronic Discovery Self-Assessment and Scorecard you will develop a clear picture of which Electronic Discovery 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 Electronic Discovery 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 Electronic Discovery projects with the 62 implementation resources:

  • 62 step-by-step Electronic Discovery Project Management Form Templates covering over 1500 Electronic Discovery project requirements and success criteria:

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 Electronic Discovery project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Electronic Discovery Project Team have enough people to execute the Electronic Discovery 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 Electronic Discovery 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 Electronic Discovery Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

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 Electronic Discovery 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 Electronic Discovery project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Electronic Discovery project with this in-depth Electronic Discovery Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Electronic Discovery 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 Electronic Discovery 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 Electronic Discovery investments work better.

This Electronic Discovery 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.