because you need to know - xact data discovery · part 2 of 3 of the xdd employee engagement system...

BECAUSE YOU NEED TO KNOW FIRESIDE CHAT – SEPT 2018

WELCOME

OPEN COMMUNICATION | CLOSED CASE

The entire XDD family joining - 180+ employees from US and India!

Created to engage with employees on topics you need to know

Part 2 of 3 of the XDD Employee Engagement System – Surveys - quarterly

– Fireside Chats – quarterly

– Focus Groups – periodically

XDD celebrating 25 Year Anniversary in 2018 – congrats Bob and team!

Today’s 30-40 minute agenda – Meet your executive team

– XDD mission, vision, strategy, values and organizational goals

– Summary survey results / training – XDD Branding 101

Submit questions via “post-webinar landing page” form later today

MEET YOUR LEADERSHIP TEAM


Bob Lorum VP Marketing,

Branding, Inside Sales

Bill Millican VP Administration

Keri Grimmett Controller

Scott Polus Regional VP

Forensic Services

Bill Anderson VP eDiscovery

Operations

Aby Simon Regional VP

Infrastructure and IT Operations

Bob Polus President - CEO

Eric Bur Chief Financial

Officer

Greg Duke VP Sales

Nick Reizen VP eDiscovery

David Moran Chief Operating

Officer

Kate Mortensen Chief Legal Officer

Andy Lee Regional VP, US & India Operations

Liz Letak Orange Research Group

Managing Director

MISSION, VISION, STRATEGY AND VALUES BOB POLUS – PRESIDENT AND CEO

XDD MISSION


Mission defines what we do – and more importantly, why we do it

In other words, what are we really trying to accomplish at XDD?

What inspires us? Why do we get up in the morning to do it?

What’s the bigger, overarching picture that we strive to achieve?

Mission is the real reason we do what we do – a blend of emotional and rational goals we aim to achieve from a 30,000 foot perspective

XDD Mission

Explore, discover and reveal the truth

XDD VISION


Vision defines how we want to been perceived, recognized and known for in the industry as we strive to complete the overarching “mission”

It defines what we do (services), who we do it for (target markets) and what makes us the best at it – in short making us unique in the minds of our target audiences

While “mission” defines the big picture from a 30,000 foot perspective, “vision” supports it from a 5,000 foot perspective, acting as quantifiable guiding light to focus our skills and services into a powerful company that others will recognize

XDD Vision

Be the world’s most trusted partner of leading law firms and corporations for (legal process outsourcing) by redefining our industry through unparalleled customer service, proven technology and innovative thought leadership

XDD STRATEGY


Strategy provides an actionable blueprint defining “how” we will achieve our vision and mission

It provides a clear set of quantifiable and qualitative goals coupled with associated tasks to achieve them

Strategy can encompasses multiple business facets – financial, product, service, market, etc., each focused on producing positive results individually and collectively

Performed by multiple teams with individual department plans, an effective corporate strategy aligns all people, processes, goals and plans congruently to achieve a common vision and mission

XDD Strategy

Through organic growth, innovation, hard work, and acquisition, created the most comprehensive set of services and technologies in the LPO industry

XDD VALUES


Values define the core things we believe in as people, employees and colleagues Typically a blend of tangible and intangible things, values provide a set of

desired norms, beliefs and expectations universal to an organization Values many times are the driving influences that power our thoughts, actions

and emotions, both proactively and reactively, that inspire us to achieve great things

Both rational and emotional, values can drive people and companies to success where others might fail

XDD Values – Open and honest communication – Trust and transparency – Respect for each other – Respond and service – Grit – the intangible force that drives people to excellence through

determination and an undying spirit to achieve the impossible

ORGANIZATIONAL GOALS DAVID MORAN – CHIEF OPERATING OFFICER

XDD ORGANIZATIONAL GOALS


BRANDING SURVEY RESULTS BOB LORUM – VP OF MARKETING

SURVEY RESULTS


Survey # 1 – Branding and Communications – Designed to gather input, analyze data, train employees and take action

– 14 total questions - brand quiz + communications survey

– 104 completed surveys – thank you

– Present selected “brand” summary results today

– Present “communication” summary results next Fireside Chat

Let’s do some internal training on “Branding 101”

BOB LORUM SECRET CODE NAME


BRAND POSITIONING


A delivery upon a promise – expectations Unique, believable and memorable – what we want to be known for Defines who we are, what we do and what makes us unique

XDD POSITIONING STATEMENT Xact Data Discovery (XDD) is a leading international provider of eDiscovery, data management and managed review services for law firms and corporations. XDD helps clients optimize their eDiscovery matters by orchestrating precision communication between people, processes, technology and data.

WHAT ONE WORD MAKES XDD UNIQUE


BRAND IDENTITY


XDD TAGLINE


Conceptual or literal statement that supports a company name – i.e. Nike, “Just do it”

XDD brand position = “communication”

XDD tagline = “Because you need to know” – Who’s working on my data?

– When will I get it?

– Are there any problems?

– What’s it going to cost?

– Can I call my rep at 1 AM?

NEXT FIRESIDE CHAT


Dec 2018, exact date / time forthcoming via email

Preliminary agenda – Present “Communication” survey results and action items

– Other topics TBD

Watch for email later today – post-webinar landing page – Submit questions

– Provide Fireside Chat feedback

– Suggest Dec Fireside Chat topics – things you’d like to learn more about

– Watch recorded webinar

– Download PowerPoint slides

Take advantage of the information – we want to hear from you!

Thanks!

because you need to know - xact data discovery · part 2 of 3 of the xdd employee engagement system...

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