emc webinar presentation distribution
DESCRIPTION
E-Discovery for EMC CoopsTRANSCRIPT
E-Discovery andDocument Management
for Electric Co-ops
April 23, 2009
Hosted by Snapping Shoals EMCand Harvest Technology Group
Agenda
Introductions What are E-Discovery and Document
Management and why are they important? What should you look for in a solution? Solution Demonstration Next Steps Questions and Answers
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Snapping Shoals EMC
Founded in 1936 Provide service to 74,000 residents Southeast Atlanta Fast growing district Headquarters in Covington, Ga Document Management user for 10 years
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Harvest Technology Group
Consulting services and technology Founded in 1999 Headquarters in Alpharetta, Ga Specialize in Document / Content
Management Clients include: Cobb County, Georgia
Lottery, and Snapping Shoals EMC
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E-Discovery
What is E-Discovery? Definition Occurs before trial Historically Technology = Change
Document / Content Management
What is Document / Content Management? Document Imaging (Capture) Document Archival (Store) Workflow (Retrieve and Use) A part of an E-Discovery Solution
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Changes to FRCP Must meet and confer Not all discoverable “Reasonably usable” Safe harbor
Impact of E-Discovery Policy on EMC’s
Impact of E-Discovery Policy on EMC’s
Why do we need a policy? Safe harbor Applies across the organizational chart Must exist BEFORE threat of litigation Cost shifting Good faith
Your policy should: Define storage & destruction of records Include legal hold policy Record is just in electronic format
Not so complicated! Do not include retention schedule An EDMS can help…
Impact of E-Discovery Policy on EMC’s
Customer Service – What? Improve response time Improve accuracy Self service of documents Auditing
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Impact of Document Management
Customer Service – Where? Applications for service Billing questions Work Orders Workflow
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Impact of Document Management
Finance NSF Checks
Time to process Reduced revenues
AP Procure to Pay Vendor Discounts “Perfect Purchase Orders” Routing and Approval
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Impact of Document Management
Human Resources Employee On/Off Boarding Benefits Management Compliance Training
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Impact of Document Management
GIS and Staking Plot specific documentation Work orders Integration Collaboration
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Impact of Document Management
Document Linking Tool
To get a list of documents click on the tool and then click on a
road.
If there are plans they will be listed
in a results window.
Double click on the plan to open the PDF.
Overall Process Benefits Improved efficiency – “Do More With
Less” Improve information access Improve auditing and reporting
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Impact of Document Management
Finding a Solution
Company Values Service Support Long Term Relationships
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Finding a Solution
Ease of Integration Drives usage NISC, SEDC or other Reduces learning curve Method
Scalability Multiple Locations Meets needs today and tomorrow
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Finding a Solution
Ease of Maintenance Who wears one hat? Who can afford a specialist? Upgrades
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Finding a Solution
Costs Goldilocks Approach Scalability
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Solution Demonstration
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Next Steps – or – How do I prepare my organization for E-discovery and Document Management?
Engage the Organization Look for places to help Build Support Engage Business Process Analysis
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Contact Us
Tera Ladner Records Retention Supervisor 678.729.8013 [email protected]
John Riordan President 678.366.0030 x 2100 [email protected]
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Questions and Answers
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