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- Assessing Your Potential Risk
- How It Works
- How to Register
- How to Prepare
- The E-Discovery Experts
- About NetDiligence
- Sample Report (PDF 76KB)
- Demonstration (QuickTime)
- Privacy Policy (PDF 219KB)
- Terms and Conditions (PDF 25KB)
Trusted advice from a professional association.
ARMA International is a professional membership association serving the needs of those who manage records and information. Too many e-discovery vendors sell services based on fear; ARMA International's goal is to help organizations fully understand the problem before reactively implementing the wrong solution.
The Risk Profiler Self-Assessment for E-Discovery helps companies fully understand their potential weaknesses in litigation and discovery before they reactively implement the wrong vendor-supplied solution. Through this assessment, organizations will receive trusted, expert advice to help them understand potential problem areas prior to contracting with a reputable vendor for solutions.
Assessing Your Potential Risk
Some surveys have estimated that in 2006, companies will spend more than $4.5 billion to analyze e-mails in response to litigation. And with almost 60 percent of companies having no e-mail retention policies, it's easy to see why.
E-mail has gained notoriety as a significant, potential embarrassment to high-profile companies. But e-mail is just one component of the electronic discovery picture - add portable computing devices, phones, removable storage, and the mere existence of backup tapes without proper retention policies and you begin to see the full landscape of organizational risk.
Now you can help your clients uncover their potential risk in litigation and e-discovery. ARMA International's Risk Profiler Self-Assessment for E-Discovery, which is powered by online assessment experts NetDiligence, was developed with content expertise from LECG. It also monitored by a team of legal experts on the E-Discovery Advisory Group.
How It Works
The assessment is a user-friendly, automated, guided self-assessment tool that provides a diagnostic analysis of your organization's strengths and weaknesses. The secure, online assessment will guide you through your organization's most vulnerable areas.
Whether using the self-assessment in your own organization or a client's, this tool will help pinpoint those areas of potential risk - hopefully before they are exposed in litigation. The Risk Profiler Self-Assessment for E-Discovery was developed with the assistance of the e-discovery experts at LECG, and is monitored regularly by a group of renowned legal, RIM, and discovery experts who comprise ARMA International's E-Discovery Advisory Group. This ensures the tool is current based on industry best practices, standards, and case law.
The assessment consists of approximately 90 questions (yes, no, and text response), spanning the following categories:
- Policies and Responsibilities
- Strategies, Design and Implementation
- Records Process and Controls
- Monitoring and Auditing
- Training
- Litigation Hold
- Evidence Collection and Preservation
- Electronic Data Production Planning
- Producing Electronic Data
Once you have completed the questionnaire, you will receive:
- a summary report card with your scores for each section, including a brief summary of the pertinent best practices
- a copy of the questions and your answers with best practice comments
- suggested resources for helping you to improve your program’s score in each section
Sample Report (PDF 76KB)
NetDiligence Privacy Policy
Terms and Conditions
How to Register
The Assessment is available for purchase in the ARMA International Bookstore with a valid credit card. If you are a member of ARMA International, be sure to have your member ID number and password ready to receive the member discounts.
Within 48 hours of registering, you will receive an invitation e-mail from NetDiligence advising you that your personal and private assessment domain has been established. The e-mail will provide a direct link to your test site.
It is not necessary to complete the assessment in one sitting. You may save and return to it if needed. Similarly, your online assessment report will remain active for 45 days.
The registration fees are as follows:
Regular Rates: $595 members / $995 nonmembers
How to Prepare
Your organization may have already established policies and procedures that address some of the questions in the Risk Profiler Self-Assessment . Collecting the documents listed below before starting the evaluation, will make it easier to complete.
- Records management strategic plans
- Established goals/objectives for the program
- List of documentation that supports your program (i.e., policies/procedures, retention schedules, classification plans, standards, metrics)
- Defined roles/responsibilities for all employees regarding litigation readiness
- Laws, regulations, etc., that have been followed in establishing litigation readiness programs
We encourage you to take a team-approach to the Risk Profile, bringing together your records management, IT and legal professionals to answer the questions that pertain to their areas, to ensure as accurate an evaluation as possible.
The Development Team
Questions for the E-Discovery assessment were developed with content expertise from LECG. Questions are monitored by a team of legal, discovery and records management experts on the E-Discovery Advisory Group. We would also like to extend a special thank you to an additional content contributor, Carmen Oveissi, Managing Director, AtlasIPM Product Line PSS Systems (650.961.1717x139).
The E-Discovery assessment was reviewed prior to implementation by a team of legal, discovery, and records management experts:
- David K. Isom, Co-chair of the National E-Discovery and E-Retention Practice Group, Greenberg Traurig, LLP
- Jon A. Neiditz, Of Counsel, Lord, Bissell & Brook
- John Isaza, Esq., President, Isaza Consulting
- Diane Carlisle, CRM, Consultant, Baker Robbins Company
About NetDiligence
NetDiligence provides cyber risk and network security assurance services to help corporate and financial institution clients better protect their computer network resources and information assets, and mitigate potential network liability risk.
About LECG
LECG, a global expert services firm, provides independent expert analysis, testimony, original authoritative studies, and strategic consulting services to clients including Fortune Global 500 corporations, major law firms, and local, state, and federal governments and agencies around the world.
Customized Assessments for Multiple Clients
If you would like more information about purchasing multi-organization licenses and customizing the appearance of the self-assessment to include the name of your firm, contact Nathan Armstrong at ARMA International at 1.800.457.7984.
Questions?
If you have questions about the Risk Profiler Self-Assessments, contact Melissa Ebert, ARMA International, 1.800.457.7984.
ISO is the short name for the International Organization for Standardization. Neither ARMA International, NetDiligence nor this Risk Profiler for Records and Information Management is affiliated with or endorsed by the International Organization for Standardization.
