email management using oracle webcenter content records

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Dealing with ROT - Email Management using Oracle WebCenter Content Records Management Session ID# 724 Raoul Miller

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Page 1: Email Management Using Oracle WebCenter Content Records

Dealing with ROT - Email Management using Oracle WebCenter Content Records

Management

Session ID# 724

Raoul Miller

Page 2: Email Management Using Oracle WebCenter Content Records

Agenda•Typical Email Strategies – do they

work?

•What do we mean “Efficient Email Strategy?”

•How would such a strategy look and work?

Page 3: Email Management Using Oracle WebCenter Content Records

Typical Email Strategies

Keep

Everything

Page 4: Email Management Using Oracle WebCenter Content Records

Typical Email Strategies

Quotas

Page 5: Email Management Using Oracle WebCenter Content Records

Typical Email Strategies

Do Nothing

Page 6: Email Management Using Oracle WebCenter Content Records

Typical Email Strategies

Delete

Everything

Page 7: Email Management Using Oracle WebCenter Content Records

An “Efficient Email Strategy”What do we mean?

1.Proper retention

Page 8: Email Management Using Oracle WebCenter Content Records

2.Keep storage footprintto a minimum

An “Efficient Email Strategy”What do we mean?

Page 9: Email Management Using Oracle WebCenter Content Records

3.Easy User Experience to ensure high adoption

An “Efficient Email Strategy”What do we mean?

Page 10: Email Management Using Oracle WebCenter Content Records

Not all email should be treated equally!

An “Efficient Email Strategy”Principles

Page 11: Email Management Using Oracle WebCenter Content Records

Not having a defined policy is a ticking time bomb

An “Efficient Email Strategy”Principles

$$$$

Page 12: Email Management Using Oracle WebCenter Content Records

Have you had an eDiscovery bill…

Over $500,000?

Over $1 Million?

Over $5 Million?

Page 13: Email Management Using Oracle WebCenter Content Records

Have you had an eDiscovery bill…

Page 14: Email Management Using Oracle WebCenter Content Records

Fabrice Tourre,

Goldman Sachs – source: Getty

Page 16: Email Management Using Oracle WebCenter Content Records

Be sure you address both:

Back end infrastructure

User experience

An “Efficient Email Strategy”Principles

Page 17: Email Management Using Oracle WebCenter Content Records

The Classification Riddle

Percent of business communication done

via email

Percent of Email that qualifies as

a record

80% 5%

Page 18: Email Management Using Oracle WebCenter Content Records

Transient – Should Delete! – Auto Dispose – short retention

Working Content – Can be kept – make it easy – Long retention

Records – Must be kept – Proper Retention & Governance – Disposed byOracle WebCenter Content Records

Reduce Transient Email“The Zone Approach”

Page 19: Email Management Using Oracle WebCenter Content Records

Automatic Disposition

• ROT: Redundant, Outdated or Trivial

• 95% of all email is not accessed after 60 days

• Operational risk and litigation exposure if retained

• IT storage and management costs, being outpaced by explosive growth in data volumes

With Email Manager for Oracle:

• Requires NO user action!

• Automatically, defensibly disposed based on your policies

Page 20: Email Management Using Oracle WebCenter Content Records

Proper Retention and Governance of Email Record Content

• Important for legal, regulatory or corporate policy reasons

• Must be kept; retention and disposition varies

• Centrally managed by the organization as Records

With Email Manager for Oracle:

• SmartAssistTM auto classifies emails with human oversight

• Users apply classification with a mouse click

• SmartAssist™ makes it simpler and more accurate

• It’s easy – really!

Page 21: Email Management Using Oracle WebCenter Content Records

Improve the User Experience

• Active content important to users

• Comprised of business and personal content

• Arranged in the manner they work: filers and pilers, sweepers and keepers

• May evolve to ROT or records

With Email Manager for Oracle:

• Self-managed the way each user works, with…

• Configurable size and space policies for improved IT management

Page 22: Email Management Using Oracle WebCenter Content Records

Can You Do This?

Now you know what a good email policy should look like, can this be done with ??

YES!

Page 23: Email Management Using Oracle WebCenter Content Records

Solution Demo

Page 24: Email Management Using Oracle WebCenter Content Records

Solution Process Flow

MS Exchange

Archive/Stub

Records File Plan

Data

Category Sync

Set Categor

yMetadat

a

UserExperien

ce

Page 25: Email Management Using Oracle WebCenter Content Records

Case Study

• Global manufacturer - 80,000 employees• Phased rollout - ~12,000 mailboxes using IEM

Page 26: Email Management Using Oracle WebCenter Content Records

Solution Summary

The only email solution for Oracle WebCenter (URM)

Addresses both user experience and infrastructure

Page 27: Email Management Using Oracle WebCenter Content Records

Thank you!

Questions??

Raoul [email protected]

@TEAMInformatics

Page 28: Email Management Using Oracle WebCenter Content Records

Questions? Comments?