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Building the Business Case for Compliance and e-Discovery

Building the Business Case for Compliance and e-Discovery. James Watson, PhD, Doculabs. Introduction Challenges Clients Experience in Developing Business Cases Cost and Benefit Categories Interactive Examples. 2. About Doculabs.

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Building the Business Case for Compliance and e-Discovery

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  1. Building the Business Case for Compliance and e-Discovery James Watson, PhD, Doculabs

  2. Introduction Challenges Clients Experience in Developing Business Cases Cost and Benefit Categories Interactive Examples 2

  3. About Doculabs Doculabs is a consulting firm that helps organizations develop sound technology strategies for content- and process-related applications. Our engagements focus on helping clients leverage their existing ECM investments on a broader enterprise basis through objective analysis and in-depth market knowledge. This approach is based on our fundamental belief that in order to protect a client’s long-term interest, technology advisors should not be implementers. • Quick Facts • Founded in 1993 • Headquartered in Chicago • Privately held • Delivered more than 800 ECM engagements to more than 450 customers

  4. How to Justify Investments?

  5. Operating Costs – Two Primary Benefit Streams

  6. Direct vs. Indirect Expenses

  7. Core Elements of a Business Case Key Components of the Doculabs’ Business Case Modeling Framework

  8. Storage Calculator

  9. E-Discovery Calculator

  10. Interactive Calculators • The two interactive calculator samples shown by James at the conference can be downloaded from www.doculabs.com: • Both are embedded in whitepapers discussing the variables used and how the calculations work • To use the interactive capabilities: • When you open the PDF files, you must “trust” the source to enable the interactivity • Click on the buttons to perform calculations, change the sliders to adjust variables, etc. • Set up a briefing with a Doculabs consultant for a more detailed discussion

  11. Business Case Development – Storage

  12. Business Case Development – e-Discovery

  13. Summary Financial Metrics *The $4.2 million of investment shown in the e-Discovery calculator was split between the two benefit streams

  14. Contact: James Watson, PhD 312-881-1620 jwatson@doculabs.com

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