Lead Generation Methods

Marketing / Sales pitch of Discover-e Quality product Capacity to handle volume Ability to work within time-constraints Versatility / Flexibility?? Valuable asset to firms’ discovery process

Other Job details discussed / confirmed with Client Scheduling of Project Stages Schedules of deadlines and incremental stage completion – Account Manager must get approval from Production… Incremental stage, or Milestone completion schedule must be agreeable/sustainable for Client, Production and other staff. Deliverables schedule and Type/Quantity to be charted and approved. _______________________________________________ ***Real-time communication of the above protocol, both internally and with Client!!***

Job Details confirmed with Client (cont’d) Unique processes / steps will require testing prior to use, and the need for flexibility should be addressed/discussed with the client such versatility can be used as a selling-tool, upfront the perceived value of this Discover-e feature should allow the Account Manager some latitude and deliverable- deadline flexibility it is imperative that the AM obtain approval of Prod./Project Managers, to avoid false / unrealistic Client expectations.

Creation of Job Ticket Job ticket completion and approval will be required for project initiation Discover-e is moving from the manual, paper-based job ticket protocol to an Electronic Job Ticket system Completion of required fields will be necessary, or the electronic job ticket will be invalid Electronic Job Ticket “Event” creation triggers a message, notifying key personnel that the job has been entered Job ticket and status will be visible / available on “Job Tracker” panel Deadline must be approved by Project Manager…aggressive deadlines must be clear and get approval by Production Manager, as well

Handling the Media At the same time as the opening of the Job Ticket, Check-in requires the production of a backup copy of the media This is part of the security Clients can expect at Discover-e and can be used as a selling feature The purpose is to verify that the media is sound and free of disk, or burn errors This is a flash-point that can delay a project and the Account Manager should have informed the Client of this at the time of the job ticket preparation

De-Duplication Milestone Pre-processing de-duplication complete (+ detail of data set) - Billable Service - Billables Manager # of initial records to be de-duped # of records remaining # of dupes removed Location of original, un-de-duped data Location and name of de-duped data PST analyzer will be used to generate a report for each original and de-duped PST. Once generated the report and the file should remain as a file pair and not separated. Integrity QC - Was the correct and complete data set de- duped as instructed?

Pre-Processing / Pre-Production Milestones Report generation - Milestone Migration from one platform to another (Including Load MSGs or EML files) - Milestone Pre-process indexing - Milestone Pre-process searching – Milestone Pre-process hash-based filtering – Milestone Pre-process transfer of filtered data - Milestone

Loading Milestone Loading - Milestones upon completion – –(1) Data Loaded - (No msg-log only) & –(2) All Loading Completed (+ detail of which data AND milestone specific detail listed below)- Milestone msg sent. –Operators generate an event entry that they have verified their settings (No msg sent) Path & file name of data loaded (& subfolder if applicable) # records loaded # dupes encountered # duplicate s eliminated

Indexing Milestone Operators generate an event entry that they have verified their settings. (No msg sent) # of records indexed # of encrypted / corrupt files that did NOT index This is a flash-point that can delay a project and the Account Manager should have informed the Client of this at the time of the job ticket preparation

Searching Milestone Operators generate an event entry that they have verified their settings including the specific file from which the search terms were copied (No msg sent) # records searched # of hits Total # of records flagged

Tiff Production Milestone Operators generate an event entry that they have verified their settings; this includes the verification of MS-Outlook profile settings which determine what name appears at the top of each (No msg sent) Operators log in to the Event Tracker that they have commenced a Generate Tiffs Session. Upon completion, they log that they have completed the session (log only, no msg sent) # records set to ‘Do Not Process’ # of raw, un-qc’d tiff images generated # of blank grid pages removed # of Password Protected files remaining

Password Cracking Milestone Password Cracking (Where applicable)- Milestone upon completion - Password Cracking Complete - Cracked Documents Queued for Tiff Generation (+ detail) # of Password Protected files # of Cracked files - $ Service - Billables Manager included in msg recipients # of Protected files remaining Password Success Rate (%)

Image QC Milestone Operators log in to the Event Tracker that they have commenced an Image QC Session. Upon completion, they log that they have completed the session (log only, no msg sent) Total # of pages after Image QC # of unprintable ‘Blank’ images that were slipsheeted with a customer msg. # of non-cracked Password Documents remaining that will be represented only by a Password Protected slipsheet (those that will not or could not be cracked)

Production Milestone Message to Production Staff only. Account Managers will be notified later, pending volume QC & data validation Operators generate an event entry that includes their settings, starting Bates # & volume #, OCR format, previous Bates # in sequence, OrderID / DocID filter, production set name, output location, etc. Total # of volumes & volume numbers Bates ranges for each volume Output location & production set folder

Text Extract Milestone Message to Production Staff only. Account Managers will be notified later, pending volume QC & data validation Operators generate an event entry that includes their settings, Field list (from XML file), starting Bates #, previous Bates # in sequence, Load ID(s) processed & volume #, production set name & output location Total # of volumes & volume numbers Document numbering ranges for each volume Output location & production set folder

Post-processing Post processing (This is processed & recorded on a per volume basis; not the entire section. In future versions of the tracker, we will have a ‘Volume Detail’ tracker category) Multipage OCR Load file generation Image Key / Annotation burned in Other utilities such as Split Other Props, Make Slipsheets, etc.

Volume QC Milestone File QC – Integrity QC, Do I know exactly why I am asked for each value on the QC sheet? What is the purpose of each question? What would it mean if it was incorrect? Summation/Concordance QC Deliverable Media QC – Think about what could still be wrong. Integrity QC (new) - This is to verify that the production followed the steps outlined from the beginning. Search verification test - On searched data, run unindexed search of Source/Attach/ folders using the responsive terms (Seeking zero hits in the case of a non-responsive production) or (Seeking highly dense population of hits in the case of a responsive production.)

Deliverable QC Milestone This Milestone message to include the Billing and Deliverables Managers, along with the others –Volume and Bates # ranges for each volume as values taken from the actual deliverable media to confirm there are no gaps, dupes or overlaps –Number of pages per volume –Number of records per volume –Custodian / Source for each volume –Folder names/structure of each volume’s root level contents. (e.g. Attach, Data, , Images or Data, Images, Source) –Data folder - List the exact files by name inside the Data folder of each volume to verify that only that which is requested by the client is present and properly named –Label QC – Verified Volume # & Bates Range match data on media; NOT QC SHEET! Verified accurate spelling of Custodian, Client, Project Aesthetics QC - Label looks 100% professional. –Tiffchecker completed & operator name.

Archive QC Milestone Internal msg for production Data detail: Volume and Bates # ranges for each volume as values taken from the actual archive media; NOT THE QC SHEET! Custodian / Source for each volume Folder names/structure of each volume’s root level contents. (e.g. Attach, Data, , Images or Data, Images, Source) Data folder - List the exact files by name inside the Data folder of each volume to verify that only that which is requested by the client is present and properly named When we deliver a volume that contains only a subset of our standard production

Shipping QC Milestone This Milestone message will also include the Billing and Deliverables Managers, along with the others Manifest Entry QC - Each entry is QC’d to confirm the accuracy of this report. Verified Volume # & Bates Range match data on Labels and in shipping container or packaging; DO NOT SIMPLY COPY DATA FROM THE QC SHEET! Verified accurate spelling of Custodian, Client, Project Name Aesthetics QC - Manifest looks 100% professional. Grammar QC - All language is highly professional, free of slang, casual language, misspellings and grammar errors. Recipient list - Verify that the proper recipients are being notified Shipping details confirmed Carrier verified Shipping option verified (Next day, 1st Overnight, Saturday, etc.) Recipient name confirmed Verify address, phone number Insurance amount correctly entered PO generated for “expensible” shipping methods Packaging & Content verification Disks, drives are secure Manifest is in a clearly & neatly labeled envelope.