Planning an Implementation of Legal Holds Software

Selecting software is really the first rather than the last step in the project. To ensure that you get the value of the software you select now and for years to come, the implementation must:

• Meet the needs of stakeholders
• Include them in the process before “go live”
• Enable the process integrity improvements you want to make
• Ensure that upgrades are seamless as the product is enhanced over time

Achieving these goals requires a combination of software and expertise; your software vendor should bring expertise that compliments the expertise on your own IT and legal teams. The software should meet your immediate needs and anticipate future stages in your initiative, and the vendor should have a track record of meeting customer needs over time.

If this is your first enterprise software purchase and implementation, it’s important to extend your selection considerations to include the unique implementation needs at your company and the expertise of the partner. To understand what may be best in your company ask the questions addressed in this advisory.