• Large multi-national financial institution lacked cohesive eDiscovery team or processes
  • With headquarters in Switzerland and operations around the world, organisation faced significant challenges complying with cross-border data laws and best practices
  • Lack of strategic direction around use of contractors led to fragmented processes and cost overruns
  • Inability to scale up and down effectively with changes in workload
  • Slow response times for data requests from regulators and opposing parties


  • Closely partnered with organisation to understand requirements and design custom solution
  • Introduced detailed playbooks, metrics, KPIs, replicable production protocols, standardised templates, and eDiscovery best practices
  • Assumed management of existing team and hired additional resources to build cohesive, multi-national eDiscovery operation
  • Provide flexible staffing on an ongoing basis


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Built a turnkey fully-managed eDiscovery operation
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Enabled customer to staff at minimum level and seamlessly flex up for peak workloads
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Significantly improved response times for data requests
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Mitigated risks stemming from disjointed workflows

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