OPT1MUM ONE MANAGED SERVICES FOR CORPORATIONS. OLP Tech Talk Tuesday, March 4, 2014 presented by

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1 OLP Tech Talk Tuesday, March 4, 2014 presented by

2 Agenda Introductions Who is etera Consulting? What is Opt1mum One for corporations? Advantages of Opt1mum One Opt1mum One = Smart business decision Best practices enhanced with Opt1mum One

3 Introductions Mike Garner, Principal, Senior Executive Vice President Sam Morgan, Global Managing Consultant, Discovery/EDRM

4 Nationally Recognized With Global Presence Winner in the Best Data and Technology Management ediscovery Provider category. Nominated by the Legal Times in three additional categories: Best End-to-End ediscovery Provider, Best Predictive Coding ediscovery Solution and Best End-to-End Litigation Consulting Firm. A nationally recognized company providing innovative global solutions for Nominated by the National Law Journal for three consecutive years as the nation s top end-to-end e-discovery provider and litigation consulting firm.

5 Who Is etera: Security and Facilities Security and availability Data redundancy, backed-up and replicated to secure location Secondary storage to support storage growth Online archive provides user access to data Proactive network management Enterprise-class infrastructure and backbone Deploy software upgrades and patches Virus protection and security monitoring Daily monitoring of back-ups and security threats 24/7/365 Monitoring of all systems and staffed by engineers 24/7/365 Preventive maintenance to reduce network support needs

6 Who is etera: EDRM Process Processing Preservation Information Management Identification Analysis Production Presentation Collection Review Electronic Discovery Reference Model

7 Who is etera: EDRM Process Information Management Identification Electronic Discovery Reference Model

8 Who is etera: EDRM Process Preservation Information Management Identification Collection Electronic Discovery Reference Model

9 Who is etera: EDRM Process Processing Preservation Information Management Identification Analysis Production Presentation Collection Review Electronic Discovery Reference Model

10 etera and EDRM Process Processing Preservation Information Management Identification Analysis Production Presentation Collection Review Electronic Discovery Reference Model

11 Opt1mum One Managed Services Cost savings Cost certainty Risk reduction Technology without investment Enhance staff Data security Multiple Subject Matter Experts (SMEs) Flexibility Corporate control

12 Monthly Reports Customized to Your Needs

13 Leveraging Technology to Reduce Costs Associated With Discovery Information governance Records management Legally defensible data deletion Proven process to reduce the cost of processing and hosting Built by the clients, for the clients Technology that reduces cost of attorney review

14 Opt1mum One = The Right Fit Legal Risk Compliance Procurement Groups Outside Counsel Information Technology

15 Seamless Management of Multiple Matters and Data Repurposing Price model has Web hosting been Full streamlined access to all to platforms secured at technology workspace, make cost predictability document, capabilities coding and panel billing and field easy levels Case Study: Corporation hit with FCPA, SEC, and Class Action simultaneously uses 1ntelligent One process to repurpose data. Creative solution to manage deduplication reporting requirements. Copyright 2013 etera Consulting

16 Opt1mum One Provides Technology That Fits Into Solutions Innovative Handling Of System Files Remove system files from repository and eliminate them for all future matters Case Study: Large financial services corporation uses 1ntelligent One to reduce costs from $20M to $7M annual spend.

17 Opt1mum One Provides Technology That Fits Into Solutions Innovative Handling Of Privilege Documents Mark privilege documents within repository and lock them away on all matters. Only provide reporting.

18 Opt1mum One Provides Technology That Fit Into Solutions Innovative Handling Of Non-Responsive Documents Non-responsive on a specific matter are left in a transportable format to research on new matters

19 Opt1mum One Provides Technology That Fits Into Solutions Innovative Handling Of Responsive Documents Responsive documents from repository moved to mattercentric, fully functional webbased hosting platform

20 Best Practices Enhanced With Opt1mum One Certified SMEs in multiple disciplines Search specialization and optimization Defensibility of decisions increased Augment existing personnel Scalable capacity to handle unforeseen demands Usually more at the 11th hour Infrequent demand for highly specialized skills (e.g., Exchange database parsing, Bloomberg)

21 Case Studies Case Study: Corporation hit with FCPA, SEC, and Class Action simultaneously uses 1ntelligent One process to repurpose data. Creative solution to manage deduplication reporting requirements. ROI 10-30% savings off current spend Proof of concept Case Study: Large financial services corporation uses 1ntelligent One to reduce costs from $20M to $7M annual spend.

22 Questions?

23 Thank You Thank You! For additional information, please contact Sam Morgan Mike Garner

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