NEW SILC CLIENT IMPLEMENTATION PROCEDURES

 

The below Steps are color coded  for the following actions:

Berg Action   Client Action    Joint Actions

 

 Step 1  Agreement is signed and parties agree to share information.  Client acknowledges the need for dedicated staffing and that a Berg representative will come on site to train and to assist in the process of implementing the testing and adoption of recommended sources.  

 

Step 2  New Client Questionnaire is completed by Client providing details of search and preferences and vendor specifications needed for Berg to make proper recommendations and a file of areas served, search types, sources, volumes and costs and their Researcher Agreement if applicable.  Client is given SILC user name and password. 

 

Step 3  Berg prepares an inernal working document (Client Master Spreadsheet) and the Client’s Requirements for Research Providers document which is based on the Client’s file and the answers to New Client Questions.  This becomes a document which will be sent to prospective sources for their compliance.  Berg sends these documents to the Client for approval. 

           

Step 4  Berg continues the SILC process, preparing spreadsheet to upload including standardization of county names, product codes, etc.  Then Berg begins source selection which involves multiple steps including making the initial selection, verifying selections, running a series of reports to resolve duplicates or missing choices, volumes assigned to each source, comparison of source prices and resolving any issues resulting from the selection process.  Berg contacts researchers with situations that need to be resolved for client specific negotiations.

 

Step 5  Once the Berg review of SILC source choices is complete, any additional questions based on the Client’s specifications are then sent to Client for answers. 

 

Step 6  Answers to the additional questions and Client’s approval of the Client’s Requirements for Research Providers and the Researcher Agreement revisions are received.

 

Step 7  The choices are made in SILC by Berg on any previously unresolved source issues thereby completing the selection of recommended sources.

 

 Step 8  Client confirms their dedicated staff is in place.  Travel arrangements are made for the Berg Representative.  Berg sends Client a list of courts for Client to pull hits to test.  Client will hold these until Berg Representative arrives to begin the testing process so dates can be entered into SILC.

 

Step 9  Berg sends the Client’s Requirements for Research Providers and the Client’s Researcher Agreement (if applicable) to the prospective new researchers for confirmation of prices, court fees, coverage areas and acceptability of terms and conditions.

 

Step 10 When confirmation is received from Researchers, final steps are taken to confirm all sources in SILC.

 

Step 11 Berg Representative arrives at the Client's site and is introduced to the Client's personnel assigned to the project.  Berg is then briefed on the Client's system and procedures.  Berg trains the Client on the SILC system.  Testing of sources begins with chosen test case names.

 

Step12 Upon return of tests, results will be reviewed and determination made to adopt the source, retest if results are questionable or to choose another source for testing.  Update dates in SILC.

 

Step13 Sources are then adopted into client’s operating system and SILC.  Berg representative also works with Client to prepare procede for monthly and quarterly reports.

  

 

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