Cheryl Patterson
Senior Project Manager, eDiscovery at IST Management Services, Inc.- Claim this Profile
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Bio
Credentials
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Relativity Certified User (RCU)
RelativityDec, 2017- Nov, 2024 -
Relativity Certified Sales Professional (RCSP)
RelativityJan, 2015- Nov, 2024 -
Private Investigator License
State of TexasDec, 2010- Nov, 2024 -
EnCase Certified Examiner
Guidance SoftwareDec, 2010- Nov, 2024 -
Certified Computer Exami
ISFCE Certifying BoardJan, 2008- Nov, 2024
Experience
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IST Management Services, Inc.
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United States
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IT Services and IT Consulting
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1 - 100 Employee
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Senior Project Manager, eDiscovery
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Aug 2021 - Present
A company providing professional services and business advisory services to organizations seeking to transform operations, catapult growth and stay ahead in ever-changing competitive markets. Offers eDiscovery and Litigation Support, Court Reporting Services, Managed Document Review, Digital Forensics, and Consulting. ■ Communicate directly with clients and Counsel with delivery of project updates and customized reports. ■ Create and manage Relativity workspaces, process client data, and import third party productions for review. ■ Customize Relativity database and security based on client needs. ■ Design workflows for streamlined data intake, processing, productions, and delivery. ■ Mentor and provide ongoing collaboration with other Senior Project Managers and Project Managers within the company. ■ Train clients in Relativity and provide direct client support as needed. ■ Setup and maintain structured analytic sets, including email threading, textual near de-duplication, and clustering. Key Accomplishments ■ Successfully managed multiple multi-million-dollar projects simultaneously. ■ Study for and received Brainspace Analyst Certification. Show less
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Consilio LLC
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United States
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Legal Services
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700 & Above Employee
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Portfolio Lead Project Senior Manager
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2010 - Jul 2021
Formerly Altep, Inc./Advanced Discovery; An international company that provides technology solutions for eDiscovery, document review, risk management, and law department challenges, with over 3,000 employees and $900 Million in annual revenue. ■ Coordinate worldwide eCommerce, eDiscovery, OFAC, and ITAR projects. ■ Directly supervise Project Managers, Associate Project Managers, and Contract Project Managers located throughout the United States. Communicate directly with clients and Counsel to delivery of project updates and customized reports. ■ Create and review proposals, Scopes of Work, Statements of Work, and Letter Agreements. ■ Design workflows for streamlined data intake, communication, and management of contracting staff. ■ Lead monthly meetings with direct reports, provide guidance on protocols and procedures, assist with problem resolution, and escalate issues to Director. ■ Mentor and provide ongoing coaching to other Project Managers, Associate Project Managers, and Contract Project Managers within the company. ■ Work closely with Forensics, IT, Finance, Processing, and Review teams to discuss project specifications, status, and issue resolutions. ■ Train clients in Relativity and provide direct client support as needed. ■ Track billable time and enter billing items into CaseBilling or Project Tracking System (PTS). Review all invoices before they are delivered to clients. Key Accomplishments ■ Successfully managed multiple multimillion-dollar projects simultaneously. ■ Oversaw the coordination of an international project with Project Management teams in London and Hong Kong. ■ Implemented a production QC checklist that improved training of staff and increased productivity and efficiency. ■ Promoted from Project Senior Manager to Lead Project Senior Manager. Show less
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Advanced Discovery
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Costa Mesa, CA
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Director of Project Management / Certified Computer Examiner
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2008 - 2009
Formerly American Data Services / Plaza Copy & Imaging; Advanced Discovery provided evidence collection, data filtering, document management, and reprographic services. ■ Created proposals, Statements of Work, and Letter Agreements for projects. Created cost estimates, project spend and status reports, and billing summaries for large projects. ■ Provided Summation training for clients and internal staff. Communicated with clients regarding project status and deadlines. ■ Managed and coordinated large, complex projects that included forensic collection and analysis, ESI processing, and scanning services that generated more than $1 Million in revenue. ■ Consulted with clients regarding the EDRM life cycle and provided clients with database and technical support. ■ Created production sets using Relativity and set up Relativity users within the workspace. ■ Reviewed production sets and gave final approval prior to delivery to clients. ■ As a Certified Computer Examiner, created forensic images of internal and external hard drives of desktop computers and laptops. Performed targeted data collection and completed chain of custody documentation. Show less
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iVise
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Business Consulting and Services
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Strategic Project Manager
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2005 - 2008
A full-service litigation support services and consulting company with more than $15 Million in annual revenue. ■ Managed and coordinated large scanning, coding, ESI projects, and hosting projects. ■ Coordinated project deadlines and specifications. ■ Created Scopes of Work and Letter Agreements for projects. ■ Provided budget reports and project updates to clients. ■ Trained staff and account representatives on EDRM and ESI protocols. ■ Managed and coordinated complex projects that included ESI processing, scanning, coding, and hosting services that generated more than $450,000 in revenue. Show less
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Litigation Solutions, Inc.
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United States
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Legal Services
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1 - 100 Employee
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Director of Automated Litigation
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2002 - 2005
A full-service litigation support company offering a complete range of solutions including eDiscovery and Cloud Hosting, Managed Services, and Paper Discovery. ■ Supervised Project Coordinators, Scanning/Blowback Engineers, and Document Coders. ■ Directed staff and coordinated large projects that included ESI processing, scanning, and blowback services; generated more than $400K in revenue. A full-service litigation support company offering a complete range of solutions including eDiscovery and Cloud Hosting, Managed Services, and Paper Discovery. ■ Supervised Project Coordinators, Scanning/Blowback Engineers, and Document Coders. ■ Directed staff and coordinated large projects that included ESI processing, scanning, and blowback services; generated more than $400K in revenue.
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LIT Group, Inc.
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Houston, Texas
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Document Control Manager / Project Consultant
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1997 - 2001
■ Developed document control systems, authored document control manuals, and performed training. ■ Developed document control systems, authored document control manuals, and performed training.
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Education
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Sul Ross State University
Bachelor of Science (BS), Criminal Justice -
Washington State Patrol Academy
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North Harris College
Paralegal Certificate
Community
