Improve Governance with Autoclassification

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In association with: Presented by: Take the Guesswork out of Information Governance with Autoclassification Join us on February 15 at 2:00 pm ET Here’s a preview of what you’ll hear and learn. Register today: http:// www.aiim.org/Events/Webinars/20120215-webinar February 15, 2012

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AIIM webinar sneak peek. Learn how to use autoclassification to improve governance. February 15, 2012.

Transcript of Improve Governance with Autoclassification

Page 1: Improve Governance with Autoclassification

In association with: Presented by:

Take the Guesswork out of Information Governance with Autoclassification

Join us on February 15 at 2:00 pm ET Here’s a preview of what you’ll hear and learn.

Register today:http://

www.aiim.org/Events/Webinars/20120215-webinar

February 15, 2012

Page 2: Improve Governance with Autoclassification

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Auto-Classification to the rescue!  These new technologies and techniques

provide automatic identification, classification, retrieval and, ultimately, archival and disposal capabilities for electronic business records and transient records according to governance policies. And, because Auto-Classification eliminates the need for business users to manually identify records and apply requisite classifications, it takes the burden of classification off the end-user. Improved consistency of classification and better enforcement of governance rules is the result.

Featured speakers from Contoural, Inc.:

Mark Diamond and Stephen Ludlow

Sponsored by:

Open TextIn association with:

Kofax and StoreIQ

Additional preview, read: A Skeptic Takes a New Look at Autoclassification

Autoclassification/Governance

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Today’s Faculty

Stephen Ludlow

Program Manager, eDiscovery and Information Governance SolutionsStephen Ludlow leads OpenText’s eDiscovery practice, responsible for leveraging the capabilities of the Open Text Suite of compliance applications to create solutions that reduce customers’ eDiscovery costs and risks. He is also responsible for bringing eDiscovery applications to market that specifically address enterprise requirements to in-source eDiscovery activities.   Prior to leading OpenText’s eDiscovery practice, Mr. Ludlow managed Open Text’s Risk Management and Compliance application, working with Fortune 500 companies to deploy enterprise solutions for Internal Controls and Sarbanes Oxley compliance.  Before joining OpenText, Stephen was an Information Management consultant focused on Canadian Federal Government clients.

Mark DiamondPresident & CEO, Contoural, Inc.Mark Diamond is one of the industry thought leaders in proactive litigation readiness, compliance, and records information management strategies. As a trusted advisor he and his company help bridge legal, compliance and business needs and policies with effective legal and IT strategies and processes. Mark is a frequent industry speaker, presenting at numerous Legal and IT industry conferences as well as online venues. Mark is an author of numerous articles and white papers for both the legal and IT communities. Additionally, Mark addresses more than one hundred internal corporate audiences each year.

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Why Autoclassification?

Accumulation of electronic data

Low compliance for manual classification

Monolithic retention policies typically under or over-retain

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What Can We Learn From Predictive Coding?

Many studies have shown computer-assisted review to be as or more accurate than human review

Classification by topic and relevance enables faster and more accurate review

Tremendous boon for early case assessment

Courts have not provided any opinions predictive coding

Biggest obstacle is counsels’ comfort with technology

Relevant

Not Relevant

Exemplar Documents

Automated Classification

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How Do Regulators Measure Compliance?

What Did You Say You Were Going

To Do?

• Assessments• Complete

Policies• Compliant

Schedules• Industry-specific

Benchmarks

How Did You Do It?

• Tools• Processes • File Plans• Training• Defensible Holds• Defensible

Deletion

How Did You Check You Did It?

• Re-Training• Monitoring/

Supervision• Metrics Tracking• Reporting• Audits• Updates

Records Archive

SharePoint Folder Sub-folder Record TypeRecord

Category

Retention

Period

90 Days

HQ Finance

SharePoint File Plan

January 2012

ESI Map

Policy

Schedule

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There Is Not an “Easy Button” for Autoclassification

More Work up Front By Core Team Exemplar document collection System training, audit Testing, rollout Ongoing maintenance

Autoclassification Has Potential of Significantly Less Time Across the Enterprise

5000 Person Company Traditional Manual Classification Autoclassification

RIM Team Program Development Hours

5 people x 12 weeks = 2400 hours

5 people x 24 weeks = 4800 hours

RIM Team Program Execution 3 people x 12 weeks = 1440 hours

3 people x 24 weeks = 2880 hours

Total Annual Employee RIM Compliance Hours (5000 employees)

5000 employees x 1 hour per week 250,000 hours

5000 employees x 1 hour per month (.25 per week) = 60,000 hours

Total Hours 253,840 hours 67,680 hours

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Curiousity Piqued?

Register today (it’s FREE!)

http://www.aiim.org/Events/Webinars/20120215-webinar

February 15, 2012

2 PM (EST