Creating Dashboards for Your Case Lifecycle...• Visualizations can compress and synthesize a very...
Transcript of Creating Dashboards for Your Case Lifecycle...• Visualizations can compress and synthesize a very...
![Page 1: Creating Dashboards for Your Case Lifecycle...• Visualizations can compress and synthesize a very large amount of data into a small space • We are all visualizers now, people demand](https://reader034.fdocuments.net/reader034/viewer/2022042306/5ed23dac3f1c3402ff00b442/html5/thumbnails/1.jpg)
© kCura LLC. All rights reserved.
Creating Dashboards for Your Case Lifecycle
Pittsburgh – Q2 2017
![Page 2: Creating Dashboards for Your Case Lifecycle...• Visualizations can compress and synthesize a very large amount of data into a small space • We are all visualizers now, people demand](https://reader034.fdocuments.net/reader034/viewer/2022042306/5ed23dac3f1c3402ff00b442/html5/thumbnails/2.jpg)
© kCura LLC. All rights reserved.
• You, the community, drive the user group’s topics and conversation
• kCura is here to moderate the conversation
• The more you put into the meetings the more you get out
• Surveys will go out at the end of each meeting, please fill them out!
How does a user group work
![Page 3: Creating Dashboards for Your Case Lifecycle...• Visualizations can compress and synthesize a very large amount of data into a small space • We are all visualizers now, people demand](https://reader034.fdocuments.net/reader034/viewer/2022042306/5ed23dac3f1c3402ff00b442/html5/thumbnails/3.jpg)
© kCura LLC. All rights reserved.
Who are you?
![Page 4: Creating Dashboards for Your Case Lifecycle...• Visualizations can compress and synthesize a very large amount of data into a small space • We are all visualizers now, people demand](https://reader034.fdocuments.net/reader034/viewer/2022042306/5ed23dac3f1c3402ff00b442/html5/thumbnails/4.jpg)
© kCura LLC. All rights reserved.
Agenda
The Importance of
Data Visualization
Introduction to
Widgets and
Dashboards
Dashboards to
the Rescue
Workflow
ScenariosQ & A
![Page 5: Creating Dashboards for Your Case Lifecycle...• Visualizations can compress and synthesize a very large amount of data into a small space • We are all visualizers now, people demand](https://reader034.fdocuments.net/reader034/viewer/2022042306/5ed23dac3f1c3402ff00b442/html5/thumbnails/5.jpg)
© kCura LLC. All rights reserved.
The Importance of Visualizations
![Page 6: Creating Dashboards for Your Case Lifecycle...• Visualizations can compress and synthesize a very large amount of data into a small space • We are all visualizers now, people demand](https://reader034.fdocuments.net/reader034/viewer/2022042306/5ed23dac3f1c3402ff00b442/html5/thumbnails/6.jpg)
© kCura LLC. All rights reserved.
The Era of Big Data
![Page 7: Creating Dashboards for Your Case Lifecycle...• Visualizations can compress and synthesize a very large amount of data into a small space • We are all visualizers now, people demand](https://reader034.fdocuments.net/reader034/viewer/2022042306/5ed23dac3f1c3402ff00b442/html5/thumbnails/7.jpg)
© kCura LLC. All rights reserved.
Big Data - Exponential Growth
![Page 8: Creating Dashboards for Your Case Lifecycle...• Visualizations can compress and synthesize a very large amount of data into a small space • We are all visualizers now, people demand](https://reader034.fdocuments.net/reader034/viewer/2022042306/5ed23dac3f1c3402ff00b442/html5/thumbnails/8.jpg)
© kCura LLC. All rights reserved.
• Looking at data directly, it’s just a bunch of text and numbers
• The facts are disconnected
• Absolute numbers don’t provide the complete picture
• Need to connect related data to get the full picture
• Visualizations can compress and synthesize a very large amount of data into a small space
• We are all visualizers now, people demand data visualizations*
See the Story in the Data
![Page 9: Creating Dashboards for Your Case Lifecycle...• Visualizations can compress and synthesize a very large amount of data into a small space • We are all visualizers now, people demand](https://reader034.fdocuments.net/reader034/viewer/2022042306/5ed23dac3f1c3402ff00b442/html5/thumbnails/9.jpg)
© kCura LLC. All rights reserved.
Introduction to Widgets & Dashboards
![Page 10: Creating Dashboards for Your Case Lifecycle...• Visualizations can compress and synthesize a very large amount of data into a small space • We are all visualizers now, people demand](https://reader034.fdocuments.net/reader034/viewer/2022042306/5ed23dac3f1c3402ff00b442/html5/thumbnails/10.jpg)
© kCura LLC. All rights reserved.
Dashboards…They are Everywhere!
![Page 11: Creating Dashboards for Your Case Lifecycle...• Visualizations can compress and synthesize a very large amount of data into a small space • We are all visualizers now, people demand](https://reader034.fdocuments.net/reader034/viewer/2022042306/5ed23dac3f1c3402ff00b442/html5/thumbnails/11.jpg)
© kCura LLC. All rights reserved.
• Customizable and
interactive
• Pivots and cluster
visualization
• Data analysis tools
in one place
• Build on your
template for use in
all workspaces
Dashboards…They are Everywhere!
![Page 12: Creating Dashboards for Your Case Lifecycle...• Visualizations can compress and synthesize a very large amount of data into a small space • We are all visualizers now, people demand](https://reader034.fdocuments.net/reader034/viewer/2022042306/5ed23dac3f1c3402ff00b442/html5/thumbnails/12.jpg)
© kCura LLC. All rights reserved.
Search
Conditions
Item List
Cluster
Visualization
Item Count
Pivot
Pivot
![Page 13: Creating Dashboards for Your Case Lifecycle...• Visualizations can compress and synthesize a very large amount of data into a small space • We are all visualizers now, people demand](https://reader034.fdocuments.net/reader034/viewer/2022042306/5ed23dac3f1c3402ff00b442/html5/thumbnails/13.jpg)
© kCura LLC. All rights reserved.
Dashboards to the RescueWorkflow Scenarios
![Page 14: Creating Dashboards for Your Case Lifecycle...• Visualizations can compress and synthesize a very large amount of data into a small space • We are all visualizers now, people demand](https://reader034.fdocuments.net/reader034/viewer/2022042306/5ed23dac3f1c3402ff00b442/html5/thumbnails/14.jpg)
© kCura LLC. All rights reserved.
• Explore – Know what’s in your data...and what’s not
• Organize and prioritize – Reduce clutter, focus on what’s important
• Monitor – Stay on track, keep moving forward
• QC – Move faster by getting it right the first time
• Extend – Use visualizations across the Relativity stack*
Workflows Using Data Visualization
![Page 15: Creating Dashboards for Your Case Lifecycle...• Visualizations can compress and synthesize a very large amount of data into a small space • We are all visualizers now, people demand](https://reader034.fdocuments.net/reader034/viewer/2022042306/5ed23dac3f1c3402ff00b442/html5/thumbnails/15.jpg)
© kCura LLC. All rights reserved.
ExploreKnow what’s in your data...and what’s not
![Page 16: Creating Dashboards for Your Case Lifecycle...• Visualizations can compress and synthesize a very large amount of data into a small space • We are all visualizers now, people demand](https://reader034.fdocuments.net/reader034/viewer/2022042306/5ed23dac3f1c3402ff00b442/html5/thumbnails/16.jpg)
© kCura LLC. All rights reserved.
Situation 1You’ve just finished publishing data from Relativity Processing and
want to ensure all custodians have been loaded, document counts
match, and date ranges are accurate.
![Page 17: Creating Dashboards for Your Case Lifecycle...• Visualizations can compress and synthesize a very large amount of data into a small space • We are all visualizers now, people demand](https://reader034.fdocuments.net/reader034/viewer/2022042306/5ed23dac3f1c3402ff00b442/html5/thumbnails/17.jpg)
© kCura LLC. All rights reserved.
Situation 1
![Page 18: Creating Dashboards for Your Case Lifecycle...• Visualizations can compress and synthesize a very large amount of data into a small space • We are all visualizers now, people demand](https://reader034.fdocuments.net/reader034/viewer/2022042306/5ed23dac3f1c3402ff00b442/html5/thumbnails/18.jpg)
© kCura LLC. All rights reserved.
Situation 2Your data is loaded and you’ve run a key term STR. You’ve been
asked to provide an overview of what you have in your workspace.
Good thing you created a Database stats dashboard!
![Page 19: Creating Dashboards for Your Case Lifecycle...• Visualizations can compress and synthesize a very large amount of data into a small space • We are all visualizers now, people demand](https://reader034.fdocuments.net/reader034/viewer/2022042306/5ed23dac3f1c3402ff00b442/html5/thumbnails/19.jpg)
© kCura LLC. All rights reserved.
Situation 2
![Page 20: Creating Dashboards for Your Case Lifecycle...• Visualizations can compress and synthesize a very large amount of data into a small space • We are all visualizers now, people demand](https://reader034.fdocuments.net/reader034/viewer/2022042306/5ed23dac3f1c3402ff00b442/html5/thumbnails/20.jpg)
© kCura LLC. All rights reserved.
Organize and PrioritizeReduce clutter, focus on what’s important
![Page 21: Creating Dashboards for Your Case Lifecycle...• Visualizations can compress and synthesize a very large amount of data into a small space • We are all visualizers now, people demand](https://reader034.fdocuments.net/reader034/viewer/2022042306/5ed23dac3f1c3402ff00b442/html5/thumbnails/21.jpg)
© kCura LLC. All rights reserved.
Situation 3You know you have password protected documents and documents
with hidden data in your case. You want to identify these
documents so you can batch them separately for review.
![Page 22: Creating Dashboards for Your Case Lifecycle...• Visualizations can compress and synthesize a very large amount of data into a small space • We are all visualizers now, people demand](https://reader034.fdocuments.net/reader034/viewer/2022042306/5ed23dac3f1c3402ff00b442/html5/thumbnails/22.jpg)
© kCura LLC. All rights reserved.
Situation 3
![Page 23: Creating Dashboards for Your Case Lifecycle...• Visualizations can compress and synthesize a very large amount of data into a small space • We are all visualizers now, people demand](https://reader034.fdocuments.net/reader034/viewer/2022042306/5ed23dac3f1c3402ff00b442/html5/thumbnails/23.jpg)
© kCura LLC. All rights reserved.
Situation 4It’s the end of the work day and you have reviewers starting at
7 a.m. tomorrow morning. You’ve been tasked with prioritizing
documents for this first wave of review and need to have the
batches ready for the start of the review.
![Page 24: Creating Dashboards for Your Case Lifecycle...• Visualizations can compress and synthesize a very large amount of data into a small space • We are all visualizers now, people demand](https://reader034.fdocuments.net/reader034/viewer/2022042306/5ed23dac3f1c3402ff00b442/html5/thumbnails/24.jpg)
© kCura LLC. All rights reserved.
Situation 4
![Page 25: Creating Dashboards for Your Case Lifecycle...• Visualizations can compress and synthesize a very large amount of data into a small space • We are all visualizers now, people demand](https://reader034.fdocuments.net/reader034/viewer/2022042306/5ed23dac3f1c3402ff00b442/html5/thumbnails/25.jpg)
© kCura LLC. All rights reserved.
Situation 5You’ve finished your first wave of review and need to see if the
reviewers are missing any key documents as well as identifying
documents for the next wave of review.
![Page 26: Creating Dashboards for Your Case Lifecycle...• Visualizations can compress and synthesize a very large amount of data into a small space • We are all visualizers now, people demand](https://reader034.fdocuments.net/reader034/viewer/2022042306/5ed23dac3f1c3402ff00b442/html5/thumbnails/26.jpg)
© kCura LLC. All rights reserved.
Situation 5
![Page 27: Creating Dashboards for Your Case Lifecycle...• Visualizations can compress and synthesize a very large amount of data into a small space • We are all visualizers now, people demand](https://reader034.fdocuments.net/reader034/viewer/2022042306/5ed23dac3f1c3402ff00b442/html5/thumbnails/27.jpg)
© kCura LLC. All rights reserved.
MonitorStay on track, keep moving forward
![Page 28: Creating Dashboards for Your Case Lifecycle...• Visualizations can compress and synthesize a very large amount of data into a small space • We are all visualizers now, people demand](https://reader034.fdocuments.net/reader034/viewer/2022042306/5ed23dac3f1c3402ff00b442/html5/thumbnails/28.jpg)
© kCura LLC. All rights reserved.
Situation 6It’s the end of the first week of review and you’ve been asked to
provide feedback on the progress of the review and any potential
issues that need to be addressed.
![Page 29: Creating Dashboards for Your Case Lifecycle...• Visualizations can compress and synthesize a very large amount of data into a small space • We are all visualizers now, people demand](https://reader034.fdocuments.net/reader034/viewer/2022042306/5ed23dac3f1c3402ff00b442/html5/thumbnails/29.jpg)
© kCura LLC. All rights reserved.
Situation 6
![Page 30: Creating Dashboards for Your Case Lifecycle...• Visualizations can compress and synthesize a very large amount of data into a small space • We are all visualizers now, people demand](https://reader034.fdocuments.net/reader034/viewer/2022042306/5ed23dac3f1c3402ff00b442/html5/thumbnails/30.jpg)
© kCura LLC. All rights reserved.
Situation 7You’ve heard some grumbling from the review team that a certain
reviewer is surfing the internet most of the day instead of actually
reviewing documents. You need to quickly see that reviewer’s stats,
or lack thereof, in order to address this situation.
![Page 31: Creating Dashboards for Your Case Lifecycle...• Visualizations can compress and synthesize a very large amount of data into a small space • We are all visualizers now, people demand](https://reader034.fdocuments.net/reader034/viewer/2022042306/5ed23dac3f1c3402ff00b442/html5/thumbnails/31.jpg)
© kCura LLC. All rights reserved.
Situation 7
![Page 32: Creating Dashboards for Your Case Lifecycle...• Visualizations can compress and synthesize a very large amount of data into a small space • We are all visualizers now, people demand](https://reader034.fdocuments.net/reader034/viewer/2022042306/5ed23dac3f1c3402ff00b442/html5/thumbnails/32.jpg)
© kCura LLC. All rights reserved.
Situation 7
![Page 33: Creating Dashboards for Your Case Lifecycle...• Visualizations can compress and synthesize a very large amount of data into a small space • We are all visualizers now, people demand](https://reader034.fdocuments.net/reader034/viewer/2022042306/5ed23dac3f1c3402ff00b442/html5/thumbnails/33.jpg)
© kCura LLC. All rights reserved.
QCMove faster by getting it right the first time
![Page 34: Creating Dashboards for Your Case Lifecycle...• Visualizations can compress and synthesize a very large amount of data into a small space • We are all visualizers now, people demand](https://reader034.fdocuments.net/reader034/viewer/2022042306/5ed23dac3f1c3402ff00b442/html5/thumbnails/34.jpg)
© kCura LLC. All rights reserved.
Situation 8
The team is getting ready to create the privilege log and you need
to verify that the necessary privilege coding has been completed.
![Page 35: Creating Dashboards for Your Case Lifecycle...• Visualizations can compress and synthesize a very large amount of data into a small space • We are all visualizers now, people demand](https://reader034.fdocuments.net/reader034/viewer/2022042306/5ed23dac3f1c3402ff00b442/html5/thumbnails/35.jpg)
© kCura LLC. All rights reserved.
Situation 8
![Page 36: Creating Dashboards for Your Case Lifecycle...• Visualizations can compress and synthesize a very large amount of data into a small space • We are all visualizers now, people demand](https://reader034.fdocuments.net/reader034/viewer/2022042306/5ed23dac3f1c3402ff00b442/html5/thumbnails/36.jpg)
© kCura LLC. All rights reserved.
Situation 9
It’s production time! You have a production due in a few days and
you need to identify any conflicts or work that needs to be done
before you can start the production.
![Page 37: Creating Dashboards for Your Case Lifecycle...• Visualizations can compress and synthesize a very large amount of data into a small space • We are all visualizers now, people demand](https://reader034.fdocuments.net/reader034/viewer/2022042306/5ed23dac3f1c3402ff00b442/html5/thumbnails/37.jpg)
© kCura LLC. All rights reserved.
Situation 9
![Page 38: Creating Dashboards for Your Case Lifecycle...• Visualizations can compress and synthesize a very large amount of data into a small space • We are all visualizers now, people demand](https://reader034.fdocuments.net/reader034/viewer/2022042306/5ed23dac3f1c3402ff00b442/html5/thumbnails/38.jpg)
© kCura LLC. All rights reserved.
Situation 10Whew! You’ve completed that rush production and it was delivered
to opposing counsel. But today you’re told by the attorney that
redactions were made after you sent out the production which may
have included natives for the redacted documents.
![Page 39: Creating Dashboards for Your Case Lifecycle...• Visualizations can compress and synthesize a very large amount of data into a small space • We are all visualizers now, people demand](https://reader034.fdocuments.net/reader034/viewer/2022042306/5ed23dac3f1c3402ff00b442/html5/thumbnails/39.jpg)
© kCura LLC. All rights reserved.
Situation 10Search Condition: Primary Markup Set = Redacted
![Page 40: Creating Dashboards for Your Case Lifecycle...• Visualizations can compress and synthesize a very large amount of data into a small space • We are all visualizers now, people demand](https://reader034.fdocuments.net/reader034/viewer/2022042306/5ed23dac3f1c3402ff00b442/html5/thumbnails/40.jpg)
© kCura LLC. All rights reserved.
But wait, there’s more!
You can do even more with dashboards. You can
dive into the results of your structured analytics
operations such as email threading and language
identification.
![Page 41: Creating Dashboards for Your Case Lifecycle...• Visualizations can compress and synthesize a very large amount of data into a small space • We are all visualizers now, people demand](https://reader034.fdocuments.net/reader034/viewer/2022042306/5ed23dac3f1c3402ff00b442/html5/thumbnails/41.jpg)
© kCura LLC. All rights reserved.
But wait, there’s more!
Email Threading
![Page 42: Creating Dashboards for Your Case Lifecycle...• Visualizations can compress and synthesize a very large amount of data into a small space • We are all visualizers now, people demand](https://reader034.fdocuments.net/reader034/viewer/2022042306/5ed23dac3f1c3402ff00b442/html5/thumbnails/42.jpg)
© kCura LLC. All rights reserved.
But wait, there’s more!
Language Identification
![Page 43: Creating Dashboards for Your Case Lifecycle...• Visualizations can compress and synthesize a very large amount of data into a small space • We are all visualizers now, people demand](https://reader034.fdocuments.net/reader034/viewer/2022042306/5ed23dac3f1c3402ff00b442/html5/thumbnails/43.jpg)
© kCura LLC. All rights reserved.
ExtendUse visualizations across the Relativity stack
![Page 44: Creating Dashboards for Your Case Lifecycle...• Visualizations can compress and synthesize a very large amount of data into a small space • We are all visualizers now, people demand](https://reader034.fdocuments.net/reader034/viewer/2022042306/5ed23dac3f1c3402ff00b442/html5/thumbnails/44.jpg)
© kCura LLC. All rights reserved.
• Default dashboards for ECA, Legal Hold,
Assisted Review Overturns, and Data
Grid for Audit
• Get creative and create dashboards for
custom objects
• There are seemingly endless possibilities
for incorporating dashboards into your
Relativity case
Dashboards Are Not Just for Documents
![Page 45: Creating Dashboards for Your Case Lifecycle...• Visualizations can compress and synthesize a very large amount of data into a small space • We are all visualizers now, people demand](https://reader034.fdocuments.net/reader034/viewer/2022042306/5ed23dac3f1c3402ff00b442/html5/thumbnails/45.jpg)
© kCura LLC. All rights reserved.
Wrap-up
Data visualizations help you work better,
faster, smarter
Experiment and start integrating
visualizations into your next project
Have fun with it!
![Page 46: Creating Dashboards for Your Case Lifecycle...• Visualizations can compress and synthesize a very large amount of data into a small space • We are all visualizers now, people demand](https://reader034.fdocuments.net/reader034/viewer/2022042306/5ed23dac3f1c3402ff00b442/html5/thumbnails/46.jpg)
© kCura LLC. All rights reserved.
Recipe: Create Commonly Used Dashboards in Relativityhelp.kcura.com/9.4/Content/Recipes/Data_Visualization_and_Analysis/Creating_commonly_used_dashboards_in_Relativity.htm
Dashboards and Visualization Trainingkcura.com/relativity/resources/training
Relativity Documentationhelp.kcura.com
Dashboards and Visualization Workflow [email protected]
Dashboards and Visualization Technical [email protected]
Resources
![Page 47: Creating Dashboards for Your Case Lifecycle...• Visualizations can compress and synthesize a very large amount of data into a small space • We are all visualizers now, people demand](https://reader034.fdocuments.net/reader034/viewer/2022042306/5ed23dac3f1c3402ff00b442/html5/thumbnails/47.jpg)
© kCura LLC. All rights reserved.
Questions?
![Page 48: Creating Dashboards for Your Case Lifecycle...• Visualizations can compress and synthesize a very large amount of data into a small space • We are all visualizers now, people demand](https://reader034.fdocuments.net/reader034/viewer/2022042306/5ed23dac3f1c3402ff00b442/html5/thumbnails/48.jpg)
© kCura LLC. All rights reserved.
Thank you for attending!