BECAUSE YOU NEED TO KNOW - Xact Data Discovery · Part 2 of 3 of the XDD Employee Engagement System...
Transcript of 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
OPEN COMMUNICATION | CLOSED CASE
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
OPEN COMMUNICATION | CLOSED CASE
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
OPEN COMMUNICATION | CLOSED CASE
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
OPEN COMMUNICATION | CLOSED CASE
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
OPEN COMMUNICATION | CLOSED CASE
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
OPEN COMMUNICATION | CLOSED CASE
BRANDING SURVEY RESULTS BOB LORUM – VP OF MARKETING
SURVEY RESULTS
OPEN COMMUNICATION | CLOSED CASE
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
OPEN COMMUNICATION | CLOSED CASE
BRAND POSITIONING
OPEN COMMUNICATION | CLOSED CASE
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
OPEN COMMUNICATION | CLOSED CASE
BRAND IDENTITY
OPEN COMMUNICATION | CLOSED CASE
XDD TAGLINE
OPEN COMMUNICATION | CLOSED CASE
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
OPEN COMMUNICATION | CLOSED CASE
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!