kennedy edd trends presentation oct 2007
TRANSCRIPT
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Electronic Discovery:Times are Chan in Are You Read ?,
October 16, 2007
Dennis Kennedy
Electronic Discovery:
,October 16, 2007Dennis Kennedy
What Well Cover
Setting the Stage Times are Changing 2007
Getting Ready Q & A
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My Approach Today
The sum of the expertise ofThe sum of the expertise ofthe people in the audience isthe people in the audience is
greater than the sum of expertise ofgreater than the sum of expertise ofthe people on stage.the people on stage. DaveDave WinerWiner
WisdomWisdom
I. Overview / Basic Concepts
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Lawyers and Electronic Discovery
Vendors
Guiding Principle #1
CourtsClients
Where Lawyers Believe They Are . . .and Where They Want to Be
Vendors
Guiding Principle #1A
CourtsClients
Lawyers
Where Others Want Lawyers to Be
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Vendors
Lawyers
Guiding Principle #1B
CourtsClients
Where Others Really Want Lawyers to Be
Guiding Principle #2
Electronic Discovery is a Subset
or
Does E-Discovery Really Differ
From Plain Ol Discovery?
Guiding Principle #3
There is a (Growing) EDD GapThere is a (Growing) EDD Gap
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Gap Analysis
Where We Want to Be
Where We Are
The GapThe Gap
Two Big Words
First Word
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Second Word
e n erme a one n erme a on
Simple Question #1
w u yw u yRelevant?Relevant?
Simple Question #2
How Do You HelpHow Do You Help
People UnderstandPeople UnderstandThat You Are StillThat You Are StillRelevant?Relevant?
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Vendors
LawyersClients
Courts
Greatest Opportunity
II. Electronic Discovery
Technology Trends 2007
1. Records Management
Records Management,
Not EDD is the Driver
EDD as Part of aLarger Process
The Focus MovesAway From LawyersCalling the Shots
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2. Toward the One-Stop Shop
EDD Can Be aComplicated, Multi-step Process
Sifting ThroughPrograms, Providersand Partners
An EDD GeneralContractor?
3. Metadata Makes Headlines
SimplyUnderstandingMetadata is 90% ofthe Battle
Will Make Headlines
Collaboration vs.
Publication
4. The Coming Shakeout
5,000(!) EDD Vendors
,Confusion, and ThenSome Clarity
Monitor Carefully andLook for Interoperabilityand Transition Routes
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5. Client-Driven and Court-Driven
Motivation Comes fromMany ExpensiveFrustrations
Patience Running Out
Look for Directives andDemands, NotRequests
6. Ethical Wildcards
What in the Worldare State BarsDoing?
What is EffectiveRepresentation?
Watch theMalpractice Carriers
7. Easy or Scary?
EDD is Really Scary,Right?
Are We Making ThisToo Hard?
Building on What WeKnow and Analogies
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8. Project Management
EDD is All AboutProject Management
These May Be NewSkills for Lawyers
What is the NewTeam?
9. Litigation Support Managers
The Interface Between ITand the Liti ation / EDDProcess
High Growth Area
Identify Assets, MovePeople into Position,
Coordination
10. One Big Thing That Must Happen
Who Must Be
Talking toEach Other?
Are They?
Why Not?
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III. Electronic DiscoveryTechnology Trends 2007 and
(Most Importantly) Beyond
1. EDD as The Tail, Not the Dog
Records
Management, NotEDD, is the Driver
EDD as Part of aLarger Process
ILM and Compliance
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2. Underestimating Lawyer Inertia
FRCP Amendments =
Lawyers Are VeryInnovative About NotChanging Things
Will There Be a TippingPoint?
3. Moving Beyond Metadata andDocuments
What is a DocumentAnymore?
Authentication andOriginals
Discovering DataWarehouses?
4. Unpredictable Court Decisions
Retaining Data in
RAM??? If You Dont Educate
Judges, Judges WillEducate You
The Role of Education
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5. Technology Outpaces Rules
Unpacking ESI
Where Isnt ThereDiscoverable Data?
Problems with Oldand NewTechnologies
6. Changing the Focus to ReasonableProcesses and Procedures
Reasonable?
What Actions areDefensible?
Are Processes andProcedures theAppropriate Focus?
7. Data Explosion
, , ,Databases
ASPs, Hosted Services,Home Offices
Google and Other Data
Aggregators
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8. Court-, Client-, Vendor-, Regulator-,
or Lawyer-driven
awyers are e o epo n
Internet Routes aroundChokepoints
Where Do We Look forLeadership?
9. Technology Counsel
Litigation SupportManagers
The New Role ofTechnology Counsel
Who Can Be at theIntersection?
10. Unintended and UnexpectedConsequences
Forensics and Anti-Forensics
John Lennon Everything isthe opposite of what it is, isnt it,Harry?
Flipping Assumptions andConventional Wisdom on TheirHeads
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11. EDD Information Overload and
Information Underload
n orma on ver o a
Information Underload
Is It Even Possible toKeep Up with All ofThis?
12. EDD in the Cloud
Where Does Informationes e
You Hear About the CloudEverywhere Except in EDD
What Does EDD Mean inthe Cloud Web 2.0,Virtualization, and Beyond
13. The EDD Gap
Many Firms Do Not
What Does That Meanand Where are theOpportunities?
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14. Who is the EDD Buyer Today
and Tomorrow?
Who is Making the Call?
How Do We DetermineWho is the Buyer andHow Do We ReachThem?
15. Will We Reach EDD 2.0 BeforeMost Get to EDD 1.0?
Denniss Notion ofEDD 2.0
But . . . Have We EvenGotten to EDD 1.0?
Targeting the Future
16. The Coming Singularity
Kurzweil and the
ngu ar y Is the Singularity Here?
Does the Pace OnlyIncrease and theComplexity OnlyBecome More Complex(Faster)?
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17. The Continuing Shakeout
Movement from Huge
Sector
Expansion fromNontraditional Players
Uncertainty GivesLawyers Another ReasonNot to Buy
18. Hosted Services and SLAs
Movement to SaaS
SLA Becomes aMagic Word
Negotiated
Agreements
19. Eliminating the Humans
AutomatedBusiness Rules
What Belongs inthe Human
Domain?
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20. New Search Frontiers
ore gn anguages
Images, Audio, andVideo
One Tool or ManyTools?
21. Unstructured Data
,Everywhere
The Quest forStructure
Google Expectations
Rule?
22. Outsiders Moving In
Non-EDD Players
Big and Little
Im No Oracle, But IThink About Oracle,
Dont You?
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23. EDD Goes International
Multinational
Data and ResourcesMove Around the World
What Happens WhenData Located Aroundthe World
24. Best Practices and Standards
Best Practice
Guidelines andGroups
Just a Pipe Dream?
25. Integration and Platforms
Together with
Common Interfaces
EDD Tools andPlatforms
Open vs. Closed?
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26. Collaboration and Workflow
ro ecManagement GetsBigger
Changes in Staffing
(Non-lawyers)
What Tools?
My Vote for the MostImportant Trend is . . . .
EDD GAPEDD GAP
IV. People Get Ready,Theres a Train a-Comin
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Drawing Some Conclusions
You Must Treat EDD as anEvolving, Dynamic Process
Project Management Skillsare Vital
Who Calls the Shots?
What Role Do You Want toHave and Will You Be Able toKeep It?
The Lawyers Siege Mentality
The Lawyers Brain WhenTalking to an EDD Vendor
Dont WannaDont Wanna
NO!NO!NO!NO!
Hear ThisHear This
Dont WannaDont WannaHear ThisHear This
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The Lawyers Brain After
Making Decision to Buy
Start Yesterday?Start Yesterday?
ASAPASAPASAPASAP
ararYesterday?Yesterday?
Cut training?Cut training?
Cut training?Cut training?
The 80/20 Rule
80% Listening
If You Area ng e ng ore
Than 20%, YouWont Win OverLawyers
Defusing Fear and DisarmingEDD Vendors, A New Perspective
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Vendors
LawyersClients
Courts
Greatest Opportunity
Action Steps
Communication
on nu ng uca on
Collaboration
Community
Choices, Control,Confidence
WhatDirectionsand What
Steps Makethe MostSense for
You?
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QUESTIONS?
Dennis KennedyThe Dennis Kennedy Law Firm, LLC
1276 Bridle RoadSt. Louis, MO 63119