The test is designed to help law firms, corporate legal departments and government entities take stock of their e-discovery processes to improve them, said a Sept. 24 announcement.
The E-Discovery Maturity Self-Assessment Test, dubbed eMSAT-1, is an Excel spreadsheet with 25 questions, or worksheets, divided into seven categories. The categories include:
Data identification, preservation and collection.
Data processing and hosting.
Data review and analysis.
The self-assessment questions include: How would you describe your handling of information governance? How would you describe your ability to identify potentially responsive data? How would you describe your processes for managing data once a matter has concluded?
The result in each category is one of five outcomes:
1. No process, reactive. 2. Fragmented process. 3. Standard process, not enforced. 4. Standard process, enforced; and 5. Actively managed process, proactive.
When the test is complete, a summary of results appears at the top of the spreadsheet for each category, above the results for individual categories and their related questions. Click image to enlarge.
Questions and summary results are accompanied by blue and green visualizations that chart answers from "no process" to "actively managed process."
“The more people an organization involves in its self-assessment, the more meaningful the results will be,” Socha said.
A four-person EDRM team collaborated for about seven months to develop the eMSAT-1 questions. The team consisted of: Atlanta-area based Evan Benjamin, an e-discovery consultant at Protiviti Inc., a subsidiary of staffing company Robert Half; Tiana Van Dyk, manager of e-discovery and litigation support at Calgary-based Burnet Duckworth & Palmer; andBrett Livingood, associate professor at Bryan University in Tempe, Ariz., and an e-discovery consultant at Robert Half Legal. Matthew Knouff, e-discovery counsel at New York City-based e-discovery company Complete Discovery Source, headed the team.
Saint Paul, Minn.-based EDRM creates frameworks, standards and resources related to e-discovery and information governance.