Module 8

Managing Vendors, Negotiating a SOW, and Budget Issues

• Gain a general understanding of issues to consider when selecting and evaluating a vendor.
• Understand standard T&Cs and learn about contractual “gotchas”.
• Learn about the various components of an ediscovery budget (and what to leave in versus leave out).
• Understand current market rates and assumptions about data that typically are factored into budgets.
• Understand who creates and manages the budget.
• Learn how to mechanically create a budget in Excel with assumptions as variables.
• Obtain an understanding of best practices re: managing the budget v. actual spend.
• Learn how to manage vendor workflow within the budget.
• Gain knowledge of best practices for managing and revising budgets.
• Learn best practices for measuring progress and quality.

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