Privacy, Cybersecurity & Adoption
Transcript of Privacy, Cybersecurity & Adoption
Digital Transformation and Governancefor Content & Collaboration Systems
CAM
prosperoware.comL-B-CAM-10.14.2020 2020 Prosperoware, LLC
Prosperoware CAM enables organizations to leverage their content & collaboration systems for digital transformation to enablegovernance. CAM is a digital transformation and governance platform for content & collaboration systems, designed to:
CAM currently supports Office 365 (Microsoft Teams, SharePoint Online, OneDrive, OneNote, Planner), File Shares, iManage,NetDocuments, Kira, HighQ, iManage SPM / Intapp Walls. Future integrations include GSuite, Box, and more.
Our unique approach relies on adding context by applying rich metadata to identify projects, matters, engagements, etc. toworkspaces, Teams, Channels, and folders in systems. This approach benefits end users and the risk management team. Userscan leverage critical metadata to easily locate content, while risk professionals can focus on the security and disposition of datainstead of trying to determine its context.
Privacy, Cybersecurity & Adoption
In the Cloud or On-Premises
improve adoption enhance processes around management of office documents, and reduce risks related to privacy & cybersecurity
Figure: Digital Transformation Enables Governance
Content & Collaboration Systems
Cloud to Cloud
Human Workflow when no system ofrecord
On-Premises
CRM
ERP
PPM
PMSeBilling
Project Initiation
etc.
Business Continuity
AccessManagement
LitigationHold
Data Loss Prevention
Disposition
Governance
Metadata to Enable
Search
Adoption Management
Directory
Process
Templates
SecurityDocumentMovement
WALLS
Content Systems Included
Source Systems Included (Finance System, Active Directory, etc.)
CAM Standard
C1
4 Unlimited1
2 3 3
1 2
N/A 2
Unified Directory - Data Map
Master Metadata Management
Project / Matter / Workspace Provisioning & Management
Access Management
Business Continuity
Analytics - Metadata, Security & Audit - Queries & Dashboards
Data Loss Prevention (DLP) / Bulk Update of Metadata & Security
Distributed Administration Across Supported Systems - Service Desk
Export
Movement of Projects / Matters / Documents In & Between Systems
Dynamic Groups - Project / Matter Teams
Rollback of Bulk Changes
Data Disposition / Retention Workflow Engine
C2 C3 C4 C5
Add-on Modules (Licensed Separately)CAM Sandbox
Additional Instance
Additional Content System
CAM Additional Source System
Additional Content System - Move Only
Ethical Wall Integration (e.g. iManage SPM, Intapp Walls, or Custom Systems)
Document Move Between Systems
Additional Data Storage
Additional Data Transfer
Litigation Hold
Link Handler
Power Desktop
Additional Products (Do not require CAM Base License)
- Standard- Optional at Extra Cost
License What You Need
prosperoware.com L-B-CAM-10.14.2020 2020 Prosperoware, LLC
L-B-CAM-10.14.2020 2020 Prosperoware, LLC prosperoware.com
Major Features
Systems IncludedThis represents the number of content systems available to be used with CAM.
The project/matter unified directory is a data map. It tracks the location of content related to each matter across all supportedUnified Directory - Data Map
systems. Organizations can configure the metadata that is tracked with each matter or project.
Master Metadata ManagementMaster Metadata Management enables organizations to align metadata across content systems for quick understanding of context. This empowers CAM to provision the same values across multiple systems. Master Metadata Management enables mapping of metadata into CAM’s data warehouse.
Provisioning enables creating and updating an object standing for a project / matter (e.g., workspace, site, team, shared drive, folder, channel, etc.), in a content system with pre-defined templates representing a folder or channel structure. The creation and update process can be driven from Practice Management, Time & Billing, CRM, ERP, Human Capital Management, etc., anda workflow form when there is no system of record. Users can also leverage it to create additional folders from a pre-defined list with support for user-inputted prefix or suffix.
Project / Matter / Workspace Provisioning & Management
CAM enables user and group management in content systems for both, internal and external users. Active Directory or HumanAccess Management
Capital Management systems can be leveraged as systems of records to keep properties and group memberships in sync acrosssystems. CAM also supports automatic ethical wall application through integration with common ethical wall systems.
Business Continuity Business continuity in CAM enables users to perform a profile search and download documents in case of outage. Accessto end users is provided through a one-time password (OTP). Organizations have the option to store documents in their ownAWS S3 instance for enhanced security.
Administrators can leverage CAM’s data warehouse to report on matter and document metadata and audit records throughAnalytics - Metadata Security & Activity Monitoring - Queries & Dashboards
SQL queries. Typical reports are provided for privacy, external user access, inappropriate activity, and user adoption. Leveragingvariables, administrators can create standard queries for risk and records management teams. The same queries can beleveraged to create dashboards with configurable charts and graphs. Reports can also be scheduled to be sent via email.
Data Loss Prevention (DLP) / Bulk Update of Metadata & SecurityAssigned administrators can perform bulk updates to security, metadata, and more, across tens of thousands of workspaces,folders, and documents. All bulk operations are audited.
CAM manages project/matter access across systems through a user interface available in the unified directory or through a data Dynamic Groups - Project / Matter Teams
feed from another system. In appropriate systems (e.g., iManage, NetDocuments, etc.), a unique group is created for each project/matter, eliminating the need for refiling documents to grant access.
CAM offers a common layer of administration for a variety of actions across workspaces, folders, and documents. The right toDistributed Administration Across Supported Systems - Service Desk
perform each command, and what columns & fields are available to a user for searching, are granularly controlled.
Data Disposition / Retention Workflow Engine
and more.
Litigation HoldCAM streamlines the identification of relevant information for litigation holds by providing a directory to track them. It enables litigation hold notifications & acknowledgments for custodians. CAM allows for preservation and collection of holds in a separate repository. Once the hold is over, CAM resumes set data disposition policies.
This feature set automates data disposition policies. The start of a policy can be schedulded from project/matter opening
Link HandlerAssists with opening documents when document number, version or location information has changed as a result of movingto the cloud, consolidation, or archive.
Power DesktopThe Hybrid Desktop Client for CAM and iManage Work 10
Matters Jobs Users & Groups Approvals Analytics Documents Workspace
Search... BH
Settings iManage
Retention Center
NetDocuments xOffice365 Kira HighQExternal System Configuration
Systems Configuration
iManage
Hybrid document management system for law firms, legal depa rtments, andprofessional services firms.
Default System
Workspace
Active Yes
Office365
Suite of enterprise-level productivity applications and services.
Default System
Extranet
Active Yes
Default System
Extranet
Active Yes
Default System
Workspace
Active Yes
Default System
Contract
Active Yes
Default System
Storage
Active No
Default System
Storage
Active No
Secure project and client collaboration platform for legal and p rofessionalservices firms.
HighQ
A set of cloud computing, productivity and collaboration tools, software and
GoogleSuite
products developed by Google
NetDocuments
Cloud-based document and email management platform for law firms and legaldepartments.
Kira
AI-enabled platform for uncovering relevant information from contracts andrelated documents.
File Share
Cloud-based AWS service that provides object storage for CAM.
Save
Administration
CAM Supported Systems
Movement of Projects / Matters / Documents Within & Between Systems
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ExportCAM enables bulk export of workspaces, folders, and documents through a zip file or a configured network path. Long file
Rollback of Bulk ChangesRollback enables administrators to ‘undo’ previous changes made in bulk. CAM also tracks modifications made by the end
names and path limitations are automatically handled.
user in source content systems for up to 3 changes, and then allows them to be restored.
Workspaces, folders, and documents can be seamlessly moved within and between systems, repositories, or databases.
or closing. A policy can contain multiple actions, such as move, delete, declare record, change security, anonymize data,
Unified Directory - Data Map
Master Metadata Management
Project / Matter / Workspace Provisioning & Management
Access Management
Business Continuity
Analytics - Metadata Security & Audit - Queries & Dashboards
Bulk Update of Metadata & Security
Distributed Administration Across Supported Systems - Service Desk
Export
Sync from Teams / OneDrive / SharePoint to the DMS
Movement of Matters / Documents In & Between Systems
Dynamic Groups - Project Teams
Rollback of Bulk Changes
iMan
age
Net
Docu
men
ts
MS
Team
s
N/A N/A
File
Sha
re
GSu
ite
One
Driv
e
Shar
ePoi
nt
Onl
ine
N/A
Litigation Hold
Data Disposition / Retention Workflow Engine
Content & Collaboration Systems Support
NoteShort-Term Roadmap
Long-Term Roadmap
prosperoware.com L-B-CAM-10.14.2020 2020 Prosperoware, LLC
Available Today
Not Applicable, or Viable or Not Supported by the Underlying SystemN/A
iMan
age
SPM
/ Int
app
Wal
lsN/A
We are a thought-leading SaaS & enterprise software company for content and collaborations systems.
Our core competency is expert understanding of enterprise systems, data and processes in organizations, and developing technology geared towards digital transformation. We develop software for improving processes & governance for content& collaboration systems and financial matter management. Our unique approach enables organizations to place content in
the right place while applying governance.
Our impact is evident from our 300+ customers, including 50% of G20 and AmLaw 200, 64% of AmLaw 100, manyglobal corporations, and the Big Four.
Office 365
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Ethical Walls
Kira
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N/A
N/A
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