Some practical success stories with Equivio Zoom

Equivio Zoom is a package of data tools which embraces several of Equivio’s free-standing technology tools. Near-duplicate detection, email threading and, not least, Equivio’s Relevance predictive coding tool are bundled together in a single suite whose purpose is to suppress redundant data and bring forward the things which matter.

Among many other features, Equivio Zoom has two particular design criteria relevant. One is simplicity of appearance and ease of use – an Equivio Zoom user screen is uncluttered, with the fewest possible options consistent with user control. The other is that predictive coding appears in its proper place as just another tool to be pulled down and used when it is appropriate to do so.

During 2013, Equivio started a programme of education which was designed to be product-neutral and to focus on the concepts, on the practical use and on the benefits of predictive coding / technology-assisted review. One limb of this educational initiative involved missionary initiatives, Equivio’s people going out into corporations and law firms to explain the subject. The other was a series of webinars called Predictive Coding Minus the Hype which broke the subject down into its components and explained them clearly.

Part of this series has been captured in an article by Barclay Blair of the Information Governance Initiative and of ViaLumina LLC and published by Metropolitan Corporate Counsel as an article called Success Stories from Three Years of Predictive Coding.

Barclay Blair took four cases managed over three years by eDiscovery service provider D4 who had rigourously tracked data from its predictive coding cases and refined its predictive coding workflow with each succeeding case. Barclay Blair’s article took four specific cases managed by D4, each slightly different and each illustrating statistically how the use of the predictive coding component of Equivio Zoom produced a good result for the clients.

The four specific cases were described by Barclay Blair as follows:

Case 1: “The Document Dump” (A large-volume, incoming production)

Case 2: “A Merger at Risk – When Speed Matters” (A large-volume, limited-time, second request)

Case 3: “High Cost/Low Merits” (Potentially high discovery costs and low merits)

Case 4: “The Pressure Cooker” (A discovery scope expansion with no change in production deadline)

As Barclay Blair says in his introduction, “these case studies not only tell the story of cost savings, but also the strategic value of getting to key data faster.” As always, Barclay Blair illustrates his article with crisp, instantly-comprehensible graphics.

Those who found the early marketing hype off-putting, incomprehensible or both will find in this article a lucid explanation as to how the proper use of this technology saved money.

If you want to read more about predictive coding retrospective case studies, I have written recently about a white paper by Winston & Strawn on the Equivio website called The Tested Effectiveness of Equivio Relevance in Technology Assisted Review which describes that most valuable of comparative studies – different approaches and tools applied to the same data set.

About Chris Dale

I have been an English solicitor since 1980. I run the e-Disclosure Information Project which collects and comments on information about electronic disclosure / eDiscovery and related subjects in the UK, the US, AsiaPac and elsewhere
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