Table of Contents
This Section is the main focus of the Guide and contains a significant amount of detail.
Overall Considerations #
The following list of requirements is an extensive one. It is intended that users of this Guide will select those requirements that meet their needs and shape their procurement accordingly. The initial approach should be to determine what tools are available within the marketplace, and what their functionality might be. Vendors should not be disqualified from the selection process if they cannot supply some of the more advanced requirements, indeed users might not have need of that functionality for some time to come.
Example Requirements #
The services to be provided by the selected supplier include:
- Provision of processing facilities to enable de-duplication and filtering of data.
- Processing of Outlook, Lotus Notes and GroupWise email files.
- Any visualisation of the connections between data custodians.
- Processing, display and review of family groups of ESI files.
- Processing, display and review of scanned and coded documents.
- Ability to display information across dual screens.
- Provision of OCR from imported image files.
- Ability to store, display, search and review PDF files.
- Handling of foreign language based ESI.
- Near-duplication.
- Concept clustering / searching.
- Any other analytics functionality.
- Email threading.
- Predictive / Technology Assisted / Computer Assisted coding.
- Handling of digital audio files.
- Automatic translation of foreign language ESI.
- Provision of objective and subjective coding (including issue/hot topic) fields.
- Full search capabilities, including Boolean logic, saved searches and dynamic search update.
- Disclosure production capabilities, including BATES numbering, production of Privilege and Trade Secret lists, mass burning to external media.
- Production of a courtroom bundle.
- Strategy for meeting the demands of “tablet” based computing.
In order to carry out these activities the provider will need to:
- Enter into a call-off contract with [CLIENT].
- Dedicate the required facilities at their site.
- Resource the required operations.
- Provide an experienced project manager to manage individual projects.
- Provide periodic reporting on project status.
- Manage the project budget to ensure costs are monitored and controlled.
