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Optimizing eDiscovery for Information Governance
Matthew Nelson eDiscovery Counsel
Christopher Moreau Principle Product Manager
Marty Jost Product Marketing Manager and Session Moderator
Symantec Vision 2014 - Session 1734
SYMANTEC VISION 2014 2
Agenda
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Introduction and Context 1
eDiscovery Scenario Panel Discussion 2
Q&A 3
Additional Resources 4
SYMANTEC VISION 2014
Archiving Moving Data from Production Systems to Long Term Storage
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SAN, NFS, CIFS, DAS, etc.
Archive
Email Servers
File and
SharePoint
Servers
Other
Media • Automated retention management
• Driven by both operational requirements and need for Information Governance
• Granular search and retrieval
• On-premise and cloud architectures
SYMANTEC VISION 2014 4
What is Information Governance?
Records Management
Compliance
Storage & Archiving
Security
Risk Management
eDiscovery
90%
87%
83%
76%
76%
72%
Which Activities Are Part of IG?
Source: ViaLumina and eDiscovery Journal Information Governance Survey 2011 vialumina.com/survey • ediscoveryjournal.com
SYMANTEC VISION 2014 5
A Framework – the Electronic Discovery Reference Model
Information Management
Identification
Preservation
Collection
Processing
Review
Analysis
Production
eDiscovery Timeline
The Electronic Discovery Reference Model (EDRM)
SYMANTEC VISION 2014
An eDiscovery Scenario
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You are sitting in your office on an uneventful Friday afternoon … when your phone rings …
Why the urgency and what must be done?
An attorney on the other end demands that you collect and preserve data for 15 employees that have information relevant to a lawsuit
SYMANTEC VISION 2014
The Potential Role of Technology
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End to End Information Governance
Journaling, & Archiving
Identification& Collection
Processing & ECA
Classification & Retention
Management Legal Hold
Review & Production
SYMANTEC VISION 2014
Symantec eDiscovery Offerings Map to IT Architecture
Three targeted products to solve customer needs
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Enterprise Vault Discovery Accelerator
On-premise solution for content archived by Symantec Enterprise Vault
Enterprise Vault Discovery.cloud
SaaS solution for Enterprise Vault.cloud archived content
Symantec eDiscovery Platform powered by Clearwell
More advanced solution for Enterprise Vault, Enterprise Vault.cloud, and/or other archiving system and data sources
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SYMANTEC VISION 2014
Similarities and Differences
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Discovery Accelerator Discovery.cloud
eDiscovery Platform
Legal Hold Preservation ✔ ✔
Collection and Export from Archive ✔ ✔
Basic Search ✔ ✔
Collection of non-archived content ✘ ✔
Advanced Search and Predictive Coding ✘ ✔
Advanced Review, Redaction and Culling ✘ ✔
SYMANTEC VISION 2014
How to Better Manage that Friday Afternoon Call
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Define the process
- Highly Repeatable and Scalable documented procedures
- Communicate to the team and iterate over time
Leverage the Technology
- Augment process with technology to provide scale and reduce costs
Ask questions before taking orders
- Have a checklist of clarifying questions to avoid confusion
- Work closely with Legal and train staff for self help where possible
- Offer better alternatives for the next time
SYMANTEC VISION 2014
For More Information…
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go.symantec.com/predictive-coding
SYMANTEC VISION 2014
Q&A
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SYMANTEC VISION 2014
Resources
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FREE BLOG clearwellsystems.com/e-discovery-blog
SYMANTEC PROPRIETARY/CONFIDENTIAL – INTERNAL USE ONLY Copyright © 2014 Symantec Corporation. All rights reserved.
Thank you!
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Matthew Nelson
Twitter: @infogovlawyer
Christopher Moreau