Exterro Primary Use Case

Paolo Mitchell Perez
IT Analyst III at Federal Credit Union Bank

We use Exterro as a glorified notification system. It was used by the Office of General Counsel and Debt Collections Group to notify employees that they needed to preserve emails or records, or whatever information they had that pertains to cases where we're suing members, for example. Legal hold matters.

It wasn't that we were necessarily using the tool for preservation of any kind. It was just that the old process was basically done through email — there was no structure behind it. That was kind of the main purpose for bringing Exterro in.

We are using a SaaS version of Exterro.

As far as increasing the usage, that might be TBD. We might expand and maybe other groups might use the tool. But for now, it's just mainly that first group, the Office of General Counsel, and the second group, Debt Collections.

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