Brandon Hollinder, Epiq: eDiscovery Cloud Migration: Four Steps to Success


Extract from Brandon Hollinder’s article “eDiscovery Cloud Migration: Four Steps to Success”

For organizations making the shift to cloud-based eDiscovery tools, achieving the best outcomes requires planning, stakeholder involvement, and change management. Epiq’s Managed Services Implementation team helps clients with this transition on a daily basis. Drawing from this experience, we’ve summarized steps you can use to lead your team to success.

Step 1 — Setting the stage: Stakeholder identification and scoping

The first step in transitioning to the cloud is identifying the stakeholders. eDiscovery’s multidimensional nature means that many professionals play a role, from legal and IT professionals to project managers and end-users. Once you’ve identified these stakeholders, take the time to understand their unique requirements, challenges, and how the migration impacts their workflows.

Information from your stakeholders will inform strategic scoping. Some items you will need to scope include the scale of data involved, the features required in the destination environment, and any risks associated with data transfer.

Step 2 — Communication: Building bridges between tech and teams

Successful migrations require clear and precise internal and external communications. From daily status updates to periodic reports, every piece of information should be understandable by both technical teams and non-technical stakeholders.

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