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| Information Management | Identification | Preservation & Collection | Processing | Review | Analysis | Production | Presentation | Project Management | Editorial |
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| The EDRM Evergreen Project is composed of ten working groups. The groups are listed below, along with descriptions of the groups' focuses, where available, and lists of the working groups' member. |
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| Evergreen Information Management Working Group |
| The mission of the Information Management working group is to provide guidance in mitigating risk and expense by aligning business and legal information retention needs with Information Technology policy and procedure, resulting in comprehensive Policy Managment of Information across an organization. |
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| Leader |
| Burns, Jim (eMag Solutions, LLC) |
| Participants |
| Barassi, Theodore (Symantec Corporation) |
| Burns, Jim (eMag Solutions, LLC) |
| Chepalis, Regina (Electronic Evidence Discovery, Inc.) |
| d'Alencon, Steve (Kazeon Systems, Inc.) |
| Gubernat, John (EMC Corporation) |
| Jenkins, JR (Attenex Corporation) |
| Morehead, Clayton (IKON Legal Document Services) |
| Nagel, Jeffrey (Gibbons P.C.) |
| Nalle, Richard (KPMG LLP) |
| Pepiton, Peter (CA Inc.) |
| Schuler, Karen (ONSITE3) |
| Shook, James (EMC Corporation) |
| Sidoti, Mark (Gibbons P.C.) |
| Stewart, Stephen (ESI Strategies, LLC) |
| Tarr, Brett (eMag Solutions, LLC) |
| Velasco, Jason (Merrill Legal Solutions) |
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| Evergreen Identification Working Group |
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| Leader |
| Kellner, Charles (SPi) |
| Participants |
| Arcello, Aaron (SPi) |
| Backhouse, Denise (Morgan, Lewis and Bockius LLP) |
| Buckles, Gregory (None) |
| d'Alencon, Steve (Kazeon Systems, Inc.) |
| Holland, Maureen (D4 LLC) |
| Jenkins, JR (Attenex Corporation) |
| Kellner, Charles (SPi) |
| Ramsey, James (Encore Legal Solutions) |
| Robinson, Rob (None) |
| Rupright, Josh (Merrill Legal Solutions) |
| Stewart, Stephen (ESI Strategies, LLC) |
| Velasco, Jason (Merrill Legal Solutions) |
| Wyatt, Carol (RLS / LIT Group) |
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| Evergreen Preservation & Collection Working Group |
| To provide guidance and framework in the form of best practices pertaining to the collection and preservation of electronically stored information for internal investigations business intelligence and litigation preparedness through clearly identified milestones. |
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| Leader |
| Kruse, Warren (Encore Legal Solutions) |
| Participants |
| Buckles, Gregory (None) |
| Chadderdon, Roger (Renew Data Corp.) |
| Chepalis, Regina (Electronic Evidence Discovery, Inc.) |
| d'Alencon, Steve (Kazeon Systems, Inc.) |
| Esposito, Kevin (MetaJure, Inc.) |
| Holland, Maureen (D4 LLC) |
| Kertesz, Lorna (Encore Legal Solutions) |
| Kruse, Warren (Encore Legal Solutions) |
| Leafstrand, Kurt (Clearwell Systems) |
| Mackay, Sheila (Daegis) |
| Mandel, Eric (D4 LLC) |
| Monarko, Stacy (Vivisimo, Inc.) |
| Ramsay, Donald (Stinson Morrison Hecker LLP) |
| Sidoti, Mark (Gibbons P.C.) |
| Stewart, Stephen (ESI Strategies, LLC) |
| Tomaino, Jennifer (Verizon) |
| Treuberg, Kevin (Sullivan and Cromwell LLP) |
| Velasco, Jason (Merrill Legal Solutions) |
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| Evergreen Processing Working Group |
| The mission of the Evergreen processing group is to further refine the information in the processing node of the EDRM diagram. We will focus on creating a simple yet useful second level diagram of this node for the intended use of refining the process for the legal community. Once we have solidified a model we will reorganize and refine the content in this node. |
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| Leader |
| Schubert, Michael (IPRO Tech Inc.) |
| Participants |
| Austin, Doug (IE Discovery, Inc.) |
| d'Alencon, Steve (Kazeon Systems, Inc.) |
| Diego, Alex (CP Document Technologies) |
| Do, Alicia (CP Document Technologies) |
| Eames, Gene (SPi) |
| Jurkiewicz, Chris (ONSITE3) |
| Leafstrand, Kurt (Clearwell Systems) |
| Mcfelia, Gary (IKON Legal Document Services) |
| Rupright, Josh (Merrill Legal Solutions) |
| Schubert, Michael (IPRO Tech Inc.) |
| Tabaee, Nigel (Renew Data Corp.) |
| Velasco, Jason (Merrill Legal Solutions) |
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| Evergreen Review Working Group |
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| Leader |
| Isenberg, Jeff (Cobra Legal Solutions LLC) |
| Participants |
| Bowyer, Andrew (KPMG LLP) |
| Carpenter, Craig (Recommind) |
| Creim, Janis (IKON Legal Document Services) |
| Isenberg, Jeff (Cobra Legal Solutions LLC) |
| Nalle, Richard (KPMG LLP) |
| Neff, David (MetaLINCS Corp.) |
| Nichols, Michelle (DiscoverReady LLC) |
| Ramsay, Donald (Stinson Morrison Hecker LLP) |
| Sokol, Ken (Electronic Evidence Discovery, Inc.) |
| Uppington, Will (Clearwell Systems) |
| Velasco, Jason (Merrill Legal Solutions) |
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| Evergreen Analysis Working Group |
| The EDRM Evergreen Analysis working group will refine and update information related to e-discovery analysis use cases and technology. This includes the development of an overview diagram, a summary of key roles, new information on the use of sampling, and an update on analysis technology and its application in e-discovery process. |
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| Leader |
| Kinnaman, Mike (Attenex Corporation) |
| Participants |
| Bayer, David (Stratify, a division of Iron Mountain Digital) |
| Beaudoin, Linda (SPi) |
| Coffman, Deena (Johnson & Johnson) |
| Eames, Gene (SPi) |
| Hradil, Jennifer (Gibbons P.C.) |
| Kinnaman, Mike (Attenex Corporation) |
| Ledergerber, Marcus (Morgan, Lewis and Bockius LLP) |
| Nalle, Richard (KPMG LLP) |
| Simon, Michael (Stratify, a division of Iron Mountain Digital) |
| Sokol, Ken (Electronic Evidence Discovery, Inc.) |
| Uppington, Will (Clearwell Systems) |
| Velasco, Jason (Merrill Legal Solutions) |
| Walter, Skip (MetaJure, Inc.) |
| Williams, Chuck (MetaLINCS Corp.) |
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| Evergreen Production Working Group |
| The goal for the Production Working Group is to review the existing content for relevancy and update where necessary. During this process, we will pay particular attention to how the changes to the Federal Rules of Civil Procedure may affect Production. |
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| Leaders |
| Brown, Julie (Vorys, Sater, Seymour and Pease LLP) |
| Harris, Charlotte (Five Star Legal and Compliance Systems, Inc.) |
| Participants |
| Brown, Julie (Vorys, Sater, Seymour and Pease LLP) |
| Campbell, Chad (ONSITE3) |
| Gotler, Ross (Paul, Weiss, Rifkind, Wharton and Garrison LLP) |
| Harris, Charlotte (Five Star Legal and Compliance Systems, Inc.) |
| Jurkiewicz, Chris (ONSITE3) |
| Neff, David (MetaLINCS Corp.) |
| Perry, Brad (CaseData Corporation) |
| Robinson, Rob (None) |
| Velasco, Jason (Merrill Legal Solutions) |
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| Evergreen Presentation Working Group |
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| Evergreen Project Management Working Group |
| The mission of the EDRM's Project Management node is to develop a framework and specific guidelines to serve as a standard in the electronic discovery industry regarding effective management of eDiscovery projects. The goal is to define the roles and responsibilities for the management of each component of the electronic discovery lifecycle. The guidelines will seek to contain costs and minimize the risks involved in an eDiscovery project and will attribute to an increase in project success when implemented. |
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| Leaders |
| Baldridge, Florinda (Fulbright and Jaworski L.L.P.) |
| Salem, Hemanth (Encore Legal Solutions) |
| Participants |
| Austin, Doug (IE Discovery, Inc.) |
| Baldridge, Florinda (Fulbright and Jaworski L.L.P.) |
| Barce, Tom (Fulbright and Jaworski L.L.P.) |
| Baron, Deborah (ZANTAZ, Inc.) |
| Derk, Eric (None) |
| Gardner, Aaron (Paul, Weiss, Rifkind, Wharton and Garrison LLP) |
| Hunt, Christine Paige (Fulbright and Jaworski L.L.P.) |
| Leafstrand, Kurt (Clearwell Systems) |
| Mackay, Sheila (Daegis) |
| Miller, Joni (DiscoverReady LLC) |
| Minnick, Evelyn (Merrill Legal Solutions) |
| Morton, Margaret (eMag Solutions, LLC) |
| Nagel, Jeffrey (Gibbons P.C.) |
| Poteet, Mary Pat (DLA Piper) |
| Regan, Sean (Symantec Corporation) |
| Salem, Hemanth (Encore Legal Solutions) |
| Sanders, Brian (RLS / LIT Group) |
| Sidoti, Mark (Gibbons P.C.) |
| Stinebiser, Lou (D4 LLC) |
| Tomaino, Jennifer (Verizon) |
| Velasco, Jason (Merrill Legal Solutions) |
| Wyatt, Carol (RLS / LIT Group) |
| Zimmerman, Scott (SPi) |
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| Evergreen Editorial Working Group |
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| Leader |
| Weiss, Laurie (Fulbright and Jaworski L.L.P.) |
| Participants |
| Bayer, David (Stratify, a division of Iron Mountain Digital) |
| Buckles, Gregory (None) |
| Dutton, Cliff (None) |
| Gotler, Ross (Paul, Weiss, Rifkind, Wharton and Garrison LLP) |
| Gronvall, Peter (AdamsGrayson Consulting) |
| Jenkins, JR (Attenex Corporation) |
| Robinson, Rob (None) |
| Simon, Michael (Stratify, a division of Iron Mountain Digital) |
| Velasco, Jason (Merrill Legal Solutions) |
| Walter, Skip (MetaJure, Inc.) |
| Weiss, Laurie (Fulbright and Jaworski L.L.P.) |
| Willis, Matt (IKON Legal Document Services) |
| Wyatt, Carol (RLS / LIT Group) |
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