Defensible Disposition Strategies for Disposing of Structured Data - etrash

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "Defensible Disposition Strategies for Disposing of Structured Data - etrash"

Transcription

1 Defensible Disposition Strategies for Disposing of Structured Data - etrash Presented by John Isaza, Esq., FAI Co-Founder & CEO, Information Governance Solutions, LLC Tom Reding, CRM Executive Consultant, Information Governance Solutions, LLC JI

2 Your Presenters John Isaza, Esq., FAI John is a leading author and speaker on Information Governance and Records Management issues. He is a distinguished ARMA fellow and recipient of the Britt literary award. In addition to being CEO of Information Governance Solutions, John chairs the Records & Information Governance practice at Rimon PC, a global law firm. Tom Reding, CRM Tom is a recognized authority and thought leader on Knowledge, Content, Document & Records Management. Prior to joining IGS, Tom was a Principal in EMC s Information Governance Practice, working with customers on regulatory compliance, litigation support and privacy. Prior to EMC Tom served a similar role with IBM. Thank you to IBM & EMC for their contributions to this presentation. JI

3 Why a presentation on this topic? Cost savings are substantial Ignored Little is understood about the issues IG Professional needs to know It is where many clients want to start addressing their IG challenges Long overdue JI

4 Agenda Part I: Part II: Part III: Part IV: Part V: Part VI: Define the Business Problem Describe Requirements Present Solutions Role of Records Retention Schedule Real World Examples of Successes Address best practices JI

5 Part I: Business Problem No Easy Button to time consuming, labor intensive categorization of information in structured data systems JI

6 Structured Data Challenges Large % of Dark Data and Big Data is Structured Data The record is comparatively easy to all other non-records Difficult to apply business rules to structured data Knowing what conditions must be in play to defensibly dispose of this data is not well understood The Right to be Forgotten is an important driver for Defensible Deletion of Structured Data, specifically web based data JI

7 TYPICAL STRUCTURED DATA ENVIRONMENT LEGACY APPLICATIONS READ ONLY ACTIVE APPLICATIONS READ & WRITE INFRASTRUCTURE & STORAGE FRAGILE HIGH COST BUT LIMITED VALUE ARCHIVE SILO 1 ECM BACKUP = ARCHIVE KEEP EVERYTHING (!?) ARCHIVE SILO 2 COLD DATA GROWTH IT COST DATA ACCESS? USERS COMPLIANCE MANAGEMENT LINE OF BUSINESS, CUSTOMERS, COMPLIANCE, AUDITOR JI/TR

8 Lifecycle Management Challenges Difficulty in applying Work-in-Process rules to structured data, as in SAP At what level should retention be applied to structured data At what level should hold orders be applied to structured data According to Gartner, by 2020, 50% of all current applications in the data center will be retired Difficult to apply RRS (Records Retention Schedule) retention periods to objects JI

9 A Problem Worth Solving Information Governance has come of age Huge-scale volumes of information required for new and unanticipated ways The costs of poor management are staggering: Regulatory enforcement Discovery requests Penalties TR

10 Part II: Requirements What processes and technologies do we need? JI

11 Policies, Business Processes & Technologies to enable Defensible Destruction Improved IG business process elements to include: Access, Control, Security, Privacy, Intellectual Property Protection, Retention, Disposition The RRS Open Archive Information System (OAIS) standard Compliant Archive Repository, IG enabling / executing policy engine JI/TR

12 Funding Value Proposition of Structured Data E-Trash Disposition What should be included in the business case when proposing program for funding: Conservative projection of reduced storage, application and server cost* Better, faster, more accurate and decision making becomes mainstream Better overall governance of data, including: control, security, protection, preservation, retention, disposition, discovery (hold order mgmt.) Measurable results in the routine disposition of large stores of structured data. * = Hard $ Savings JI

13 Part III: Solutions The ILM Approach & the Unified Archive Approach JI

14 THE INFORMATION LIFECYCLE MODEL JI PC LAW FIRM EVOLVED

15 Lifecycle Business Rules Hold Temp Retention 90 Days Location(s) Inbox (semi-structured) Metadata Name Work in Progress Retention 12 Months Location(s) SAP Metadata Name Content Type Final Record Retention Retention Schedule Location(s) Archive Metadata Name Content Type Retention Location Metadata Security Versions Disposition Disposition 19 JI

16 Other ILM Considerations Big Data = Big Management Data stores Disparate needs and retentions International data disposition requirements Historical Archives JI

17 Information Lifecycle for Structured Data Tiered Storage & Tiered Search Access Both high speed synchronous access and slow asynchronous access to information supported. Ability to tier the information storage across its lifecycle within the archive. Typical lifecycle profile requires that most recent information is likely to be the most regularly referenced & should be accessible using a high speed synchronous search. Older information that is accessed less frequently can be supported using slower asynchronous searches. This can be configured in an archive, with information automatically moved between storage tiers. TR

18 The Unified Archive Approach A unified approach to enterprise archiving for structured data & unstructured content Active Archiving Application Decommissioning Reduce IT complexity Optimize infrastructure Ensure regulatory compliance TR TR

19 Benefits of Structured Data Archiving Cost Take-out Optimize Re-envision DECOMMISSION REDUCE COSTS APPLICATION, INFRASTRUCTURE & STORAGE RIGHT SIZE DATA ACCESS HISTORICAL CONTEXT NEW PERSPECTIVES CONFIGURABLE GOVERNANCE TR

20 Part IV: Role of the RRS The first line of defense JI

21 What, When, Where and How to Capture Structured Data as official business records Records are objects in SAP, for instance What conclusions has your organization arrived at regarding What, When, Where, and How Keep it simple Point of authentication vs. a draft Not capturing DB changes Reports Management System - Beware of: BLOBS (Binary Large Objects) Application and Release of Hold Orders Unique disposition step-by-step processes Example: Web Transactions as business records Content, Structure, Context TR

22 Structured Data as Business Records Capturing the Input & Output is key Manage in-place vs. capture and preserve in a secure archival repository In-place: no duplication, use production system when performing discovery Move to a secure repository: allow for use same user interface, helps ensure desired high performance of the transactional system TR

23 Structured Data Records Managed in an Archived Information Unit (AIU) Data is managed as an OASIS Archive Information Unit (AIU s) Reports data now consistent with other organizational records Helps meet compliance objectives and supports litigation requirements Declare and classify records An entire load or individual documents within a load Classify to the corporate records file plan Time, event and event+time retention rules Apply legal holds and manage the records lifecycle Records Jonathan Smith Ronald Smith William Smith TR

24 Managing Legal Holds and Dispositions as part of an Archived Information Unit(AIU) Individual records can be retained while dispositioning the rest of the original data load Unload and extract individual records on legal hold Reload them into a new AIU All their records metadata and properties are maintained The rest of the original load completes disposition Disposed Unload & Reload with records metadata in tact Disposed Jonathan Smith Ronald Smith William Smith TR

25 Part V: Real Successes Two approaches with great results TR

26 Hard cost take-out North American Bank CHALLENGE Lower cost of data retention for legacy applications Ensure compliance with regulatory requirements for retention Enable access by LOB users to legacy data for audit, compliance, legal and regulatory needs SOLUTION Decommissioning of legacy applications while complying with retention requirements and maintaining access to vital information Time to Value Twelve Weeks Innovation $3.8M available annually for innovative IT projects based on eliminating only 1 main application Success 80+ more applications to be consolidated or decommissioned TR

27 Optimize environment EU Bank Active Archiving & Application Decommissioning CHALLENGE Infrastructure Optimization & Cost Reduction: Manage growing data volumes in banking applications to enable infrastructure & storage to be optimized and costs minimized Compliance: Long term retention of financial data, contracts & other documentation Information Availability: Make information more readily available to all authorized internal and external users; Focus on providing retail customers with access to statement information. SOLUTION Implemented Corporate Archiving Backbone to manage long term retention of digital content and data Ongoing archiving of invoices & other documents for long term retention Ongoing archiving of data from Core Banking systems archived daily for retention & data growth management 10 years customer statements available via retail banking online system Information Types Over 90 different archived simultaneously (approx 50% structured data & 50% content) Over 35 Billion records archived Structured Data Daily: 16 million archived; Unstructured Content Total : 670+ Million documents archived Monthly: 10 million archived; Access & Performance >600,000 retrievals/month Supporting tens of thousands of internal users & millions of customers TR

28 Part VI: Best Practices General guidelines JI

29 Measure the success of your Program once operational Measure results in the routine disposition of large stores of structured data Better, faster, more accurate so decision making becomes mainstream Storage costs drop measurably Better overall governance of data has become mainstream: control, security, protection, preservation, retention, disposition, discovery (hold order mgmt.) JI

30 Order of Defensible Disposal Impact Driven & Executed based on the Information Economics Completely delete obsolete structured data sources Completely retire applications to Structured Archive compressed files Archive large portions of historical data to Structured Archive compressed files Test Data Management / Sub-setting Steady state archiving TR

31 Structured Solution High Level ILG Capabilities Needed Initiation, Analysis & Design Assess: Find structured data sources and sensitive data assists with the archive roadmap Discovery: Find sensitive data and relationships Factory: Combine analysis, requirements and design, profile of each database to help prioritize data sources Build, Test & Implementation Structured Archive: Retire, Archive, Subset and Protect Policy Governance: Integrate policy with Structured Archive Privacy/Security: Protect Sensitive Data Factory: Automate Structured Archive Build and Documentation TR

32 Structured Data Challenges: Speed Bumps Organizational Barriers Requirements: Determine the RIGHT Business and Records staff to identify retention and archiving parameters Legal hold analysis Complexity and Intelligence Need to understand business rules Can t apply simple de-dupe rule or easily leave a stub Often COTS applications are customized & Custom not known at all Access to retired and archived data Significant access to data common Finding and building relationships takes time Need to decide how to chunk the data TR

33 ACT NOW BIG DATA COMPLIANCE WE WILL NOT GENERATE LESS DATA IN FUTURE... AND THERE WILL NOT BE FEWER REGULATIONS JI

34 John Isaza, Esq., FAI Co-Founder & CEO, Information Governance Solutions, LLC Tom Reding, CRM Executive Consultant, Information Governance Solutions, LLC JI

4/10/2015. Be Prepared: How The New Changes To The FRCP Affect Information Governance. Your Presenters. Agenda

4/10/2015. Be Prepared: How The New Changes To The FRCP Affect Information Governance. Your Presenters. Agenda Be Prepared: How The New Changes To The FRCP Affect Information Governance Presented by John Isaza, Esq., FAI CEO, Information Governance Solutions, LLC Wednesday, April 15, 2015 1:00 p.m. (PDT) Your Presenters

More information

IBM Unstructured Data Identification & Management An on ramp to reducing information costs and risk

IBM Unstructured Data Identification & Management An on ramp to reducing information costs and risk Amir Jaibaji - Product Management Program Director IBM Information Lifecycle Governance IBM Unstructured Data Identification & Management An on ramp to reducing information costs and risk Enterprise big

More information

PRESENTATION TOPICS 2/27/2014. Why Update Policies? 21st Century Best Practices for Information Governance & Policies. Why update policies??

PRESENTATION TOPICS 2/27/2014. Why Update Policies? 21st Century Best Practices for Information Governance & Policies. Why update policies?? 21st Century Best Practices for Information Governance & Policies Presented by: John Isaza, CEO- Information Governance Solutions, LLC Partner - Rimon PC ARMA NOVA Chapter Friday, February 28, 2014 12:30

More information

certkiller.m q

certkiller.m q certkiller.m2070-644.32q Number: M2070-644 Passing Score: 800 Time Limit: 120 min File Version: 5.3 http://www.gratisexam.com/ M2070-644 ECM Information Lifecycle Governance Sales Mastery Test v1 A) I

More information

Real World Strategies for Migrating and Decommissioning Legacy Applications

Real World Strategies for Migrating and Decommissioning Legacy Applications Real World Strategies for Migrating and Decommissioning Legacy Applications Final Draft 2014 Sponsored by: Copyright 2014 Contoural, Inc. Introduction Historically, companies have invested millions of

More information

SMART ARCHIVING. The need for a strategy around archiving. Peter Van Camp

SMART ARCHIVING. The need for a strategy around archiving. Peter Van Camp SMART ARCHIVING The need for a strategy around archiving Peter Van Camp I.R.I.S. mission I.R.I.S. mission : Increase our customers productivity and knowledge through helping them better manage their documents,

More information

A 15-Minute Guide to 15-MINUTE GUIDE

A 15-Minute Guide to 15-MINUTE GUIDE A 15-Minute Guide to Retention Management 15-MINUTE GUIDE Foreword For you as a business professional, time is a precious commodity. You spend much of your day distilling concepts, evaluating options,

More information

Cohasset Associates, Inc. NOTES. 2014 Managing Electronic Records Conference 1.1. The discipline of analyzing the. Value Costs and Risks

Cohasset Associates, Inc. NOTES. 2014 Managing Electronic Records Conference 1.1. The discipline of analyzing the. Value Costs and Risks Understanding Today s Economics of Information Get Your Act Together Now! Sylvan Sibito H Morley III IBM Worldwide Director Information Lifecycle Governance Information Economics: The discipline of analyzing

More information

Enhancing SharePoint's Records Capabilities Real Life Cases for 3rd Party Solutions. December 9, 2013

Enhancing SharePoint's Records Capabilities Real Life Cases for 3rd Party Solutions. December 9, 2013 Enhancing SharePoint's Records Capabilities Real Life Cases for 3rd Party Solutions December 9, 2013 Agenda About the Speaker and his Company What is Driving Information Management Why SharePoint? Why

More information

Deleting Electronic Records Setting Yourself Up for Success. Pilar C. McAdam, CRM, ERMm Partner, Information Governance

Deleting Electronic Records Setting Yourself Up for Success. Pilar C. McAdam, CRM, ERMm Partner, Information Governance Deleting Electronic Records Setting Yourself Up for Success 1 1 Pilar C. McAdam, CRM, ERMm Partner, Information Governance About Pilar C. McAdam, CRM, ERMm Partner, Information Governance, Kaizen InfoSource

More information

Managing Your E-mails Presentation Given by Tom Forsyth, CRM

Managing Your E-mails Presentation Given by Tom Forsyth, CRM Managing Your E-mails Presentation Given by Tom Forsyth, CRM Presentation to the Austin ARMA Chapter October 9, 2012 Presentation Agenda E-mail Usage and Challenges E-mail as a Business Record E-mail Strategies

More information

Information Governance in the Cloud

Information Governance in the Cloud Information Governance in the Cloud TABLE OF CONTENTS Executive Summary...3 Information Governance: Building a Trusted Foundation for Business Content...5 The Challenge...5 The Solution....5 Content and

More information

Terrence Coan, CRM - Baker Robbins & Company 1

Terrence Coan, CRM - Baker Robbins & Company 1 Life Cycle Management of Records in a Matter Centric Environment ILTA Records Management Peer Group Terrence Coan, CRM Orlando, Florida 2006 Baker Robbins & Company Agenda Current reality Why manage the

More information

Optim. The Rise of E-Discovery. Presenter: Betsy J. Walker, MBA WW Product Marketing Manager. 2008 IBM Corporation

Optim. The Rise of E-Discovery. Presenter: Betsy J. Walker, MBA WW Product Marketing Manager. 2008 IBM Corporation Optim The Rise of E-Discovery Presenter: Betsy J. Walker, MBA WW Product Marketing Manager What is E-Discovery? E-Discovery (also called Discovery) refers to any process in which electronic data is sought,

More information

Add the compliance and discovery benefits of records management to your business solutions. IBM Information Management software

Add the compliance and discovery benefits of records management to your business solutions. IBM Information Management software Records-enable your applications, content, documents and e-mail IBM Information Management software Add the compliance and discovery benefits of records management to your business solutions. Records management

More information

<Insert Picture Here>

<Insert Picture Here> 1 Enterprise Content Management Overview 곽원철 GTMi-Content Technology Solution Consulting vincent.kwak@oracle.com The Information Explosion Documents, Images,

More information

Retention & Disposition in the Cloud Do you really have control?

Retention & Disposition in the Cloud Do you really have control? InterPARES Trust Retention & Disposition in the Cloud Do you really have control? Franks Patricia, San Jose State University, San Jose, USA and Alan Doyle, University of British Columbia, Canada October

More information

DATA ARCHIVING. The first Step toward Managing the Information Lifecycle. Best practices for SAP ILM to improve performance, compliance and cost

DATA ARCHIVING. The first Step toward Managing the Information Lifecycle. Best practices for SAP ILM to improve performance, compliance and cost DATA ARCHIVING The first Step toward Managing the Information Lifecycle Best practices for SAP ILM to improve performance, compliance and cost 2010 Dolphin. West Chester, PA All rights are reserved, including

More information

Breaking Down the Silos: A 21st Century Approach to Information Governance. May 2015

Breaking Down the Silos: A 21st Century Approach to Information Governance. May 2015 Breaking Down the Silos: A 21st Century Approach to Information Governance May 2015 Introduction With the spotlight on data breaches and privacy, organizations are increasing their focus on information

More information

ILM et Archivage Les solutions IBM

ILM et Archivage Les solutions IBM Information Management ILM et Archivage Les solutions IBM Dr. Christian ARNOUX Consultant Information Management IBM Suisse, Software Group 2007 IBM Corporation IBM Strategy for Enterprise Content Compliance

More information

Information Lifecycle Governance. Surabhi Kapoor & Jan Lambrechts

Information Lifecycle Governance. Surabhi Kapoor & Jan Lambrechts Information Lifecycle Governance Surabhi Kapoor & Jan Lambrechts Information Lifecycle Governance Executive Overview 1 Introduction to Information Lifecycle Governance 2 It s no longer about one thing

More information

SAME PRINCIPLES APPLY, BUT NEW MANDATES FOR CHANGE

SAME PRINCIPLES APPLY, BUT NEW MANDATES FOR CHANGE Information is an organization s most important strategic asset the lifeblood of the organization s knowledge, processes, transactions, and decisions. With information continuing to grow exponentially,

More information

W H I T E P A P E R E X E C U T I V E S U M M AR Y S I T U AT I O N O V E R V I E W. Sponsored by: EMC Corporation. Laura DuBois May 2010

W H I T E P A P E R E X E C U T I V E S U M M AR Y S I T U AT I O N O V E R V I E W. Sponsored by: EMC Corporation. Laura DuBois May 2010 W H I T E P A P E R E n a b l i n g S h a r e P o i n t O p e r a t i o n a l E f f i c i e n c y a n d I n f o r m a t i o n G o v e r n a n c e w i t h E M C S o u r c e O n e Sponsored by: EMC Corporation

More information

Generally Accepted Recordkeeping Principles How Does Your Program Measure Up?

Generally Accepted Recordkeeping Principles How Does Your Program Measure Up? Generally Accepted Recordkeeping Principles How Does Your Program Measure Up? GARP Overview Creation Purpose GARP Overview Creation About ARMA International and the Generally Accepted Recordkeeping Principles

More information

EMC SourceOne Email Management and ediscovery Overview

EMC SourceOne Email Management and ediscovery Overview EMC SourceOne Email Management and ediscovery Overview Deanna Hoover EMC SourceOne Systems Engineer 1 Agenda Value of Good Information Governance Introduction to EMC SourceOne Information Governance Email

More information

R Scott Murchison CRM

R Scott Murchison CRM R Scott Murchison CRM SVP Information Governance Service Kaizen InfoSource LLC Information Management s Impacts on Litigation and ediscovery Relationship of IM and Litigation Role of Information Manager

More information

Start Now with Information Governance

Start Now with Information Governance Start Now with Information Governance Applying Information Governance to Unstructured Content 1 Information by 2020: The Big Picture There will be lots of it 35 ZB Generated by individuals >70% Digital

More information

98% 22% RM-Speedy [03] Sven Hapke IBM Deutschland GmbH. From Records Management to Information Lifecycle Governance

98% 22% RM-Speedy [03] Sven Hapke IBM Deutschland GmbH. From Records Management to Information Lifecycle Governance RM-Speedy [03] From Records Management to Information Lifecycle Governance Sven Hapke IBM Deutschland GmbH The Information Governance Problem 98% Companies that cite defensible disposal as key result of

More information

Meaning Based Computing: Managing the Avalanche of Unstructured Data

Meaning Based Computing: Managing the Avalanche of Unstructured Data Meaning Based Computing: Managing the Avalanche of Unstructured Data Bill Tolson, Director of Information Governance POWER PROTECT PROMOTE Moving away from structured data Accelerated unstructured information

More information

Agenda. You are not in the business to manage records

Agenda. You are not in the business to manage records Global Records and Information Management Risk: Proactive and Practical Approaches to Effective Records Management September 16, 2014 Maura Dunn, MLS, CRM Lee Karas, MBA Agenda Drivers for your Records

More information

The archiving activities occur in the background and are transparent to knowledge workers. Archive Services for SharePoint

The archiving activities occur in the background and are transparent to knowledge workers. Archive Services for SharePoint Archive Services for SharePoint Provides the configurable environment for archiving files and folders from one or more work-in-progress repositories (provided by WSS or MOSS) and transferring them to the

More information

Record Retention and Digital Asset Management Tim Shinkle Perpetual Logic, LLC

Record Retention and Digital Asset Management Tim Shinkle Perpetual Logic, LLC Record Retention and Digital Asset Management Tim Shinkle Perpetual Logic, LLC 1 Agenda Definitions Electronic Records Management EDMS and ERM ECM Objectives Benefits Legal and Regulatory Requirements

More information

5 WAYS STRUCTURED ARCHIVING DELIVERS ENTERPRISE ADVANTAGE

5 WAYS STRUCTURED ARCHIVING DELIVERS ENTERPRISE ADVANTAGE 5 WAYS STRUCTURED ARCHIVING DELIVERS ENTERPRISE ADVANTAGE Decommission Applications, Manage Data Growth & Ensure Compliance with Enterprise IT Infrastructure 1 5 Ways Structured Archiving Delivers Enterprise

More information

Brochure. ECM without borders. HP Enterprise Content Management (ECM)

Brochure. ECM without borders. HP Enterprise Content Management (ECM) Brochure ECM without borders HP Enterprise Content Management (ECM) HP Enterprise Content Management (ECM) Without question, the volume, variety, and velocity of data across your enterprise create new

More information

Advanced Case Management in Government: The Roadmap for Effectiveness and Efficiency

Advanced Case Management in Government: The Roadmap for Effectiveness and Efficiency Advanced Case Management in Government: The Roadmap for Effectiveness and Efficiency Campbell Robertson Program Director, Public Sector IBM Software Group/Industry Solutions/ECM cir@ca.ibm.com Twitter:

More information

RIM s Growing Challenges in Managing ESI

RIM s Growing Challenges in Managing ESI Learning From Mistakes: Three Big Errors Breaking Information Governance Systems 1) Let s just expand today s RIM to email/files. Kon Leong CEO ZL Technologies, Inc. kleong@zlti.com DGI Conference April

More information

Results through the. Results Power of Experience

Results through the. Results Power of Experience Results through the Results Power of Experience GOVERNANCE RULES FOR E- DISCOVERY: BEING PROACTIVE Presented by Fred V. Diers Vice President Governance, Risk & Compliance Practice www.judge.com fdiers@judge.com

More information

Information Governance

Information Governance Information Governance The New Records Management Rudy Moliere Director, Information Goverance & Records Management Terrence J. Coan, CRM Senior Director Information Management Practice Agenda Introductions

More information

3. Ensure the management of information is compliant with legislative requirements to maximise the benefits and minimise risks;

3. Ensure the management of information is compliant with legislative requirements to maximise the benefits and minimise risks; Enterprise Content Management (ECM) Policy Version Information A. Introduction Purpose 1. Outline and articulate the strategy for enterprise content management across Redland City Council (RCC). This document

More information

CORPORATE RECORD RETENTION IN AN ELECTRONIC AGE (Outline)

CORPORATE RECORD RETENTION IN AN ELECTRONIC AGE (Outline) CORPORATE RECORD RETENTION IN AN ELECTRONIC AGE (Outline) David J. Chavolla, Esq. and Gary L. Kemp, Esq. Casner & Edwards, LLP 303 Congress Street Boston, MA 02210 A. Document and Record Retention Preservation

More information

Fundamentals of Information Governance:

Fundamentals of Information Governance: Fundamentals of Information Governance: More than just records management PETER KURILECZ CRM CA IGP Hard as I try, I simply cannot make myself understand how Information Governance isn t just a different

More information

A Practical Guide to Legacy Application Retirement

A Practical Guide to Legacy Application Retirement White Paper A Practical Guide to Legacy Application Retirement Archiving Data with the Informatica Solution for Application Retirement This document contains Confidential, Proprietary and Trade Secret

More information

ILM: Tiered Services & The Need For Classification

ILM: Tiered Services & The Need For Classification ILM: Tiered Services & The Need For Classification Edgar StPierre, EMC 2 SNW San Diego April 2007 SNIA Legal Notice The material contained in this tutorial is copyrighted by the SNIA. Member companies

More information

Extend Business Scope and Improve Governance with SAP Content Management

Extend Business Scope and Improve Governance with SAP Content Management SAP Brief SAP Content Management for Microsoft SharePoint by OpenText Objectives Extend Business Scope and Improve Governance with SAP Content Management Ensure content compliance and harness the power

More information

Global Headquarters: 5 Speen Street Framingham, MA 01701 USA P.508.872.8200 F.508.935.4015 www.idc.com

Global Headquarters: 5 Speen Street Framingham, MA 01701 USA P.508.872.8200 F.508.935.4015 www.idc.com Global Headquarters: 5 Speen Street Framingham, MA 01701 USA P.508.872.8200 F.508.935.4015 www.idc.com W H I T E P A P E R L e v e r a g e R e c o r d s M a n a g e m e n t B e s t P r a c t i c e s t

More information

3 REASONS TO ARCHIVE. C2C Systems 2013. www.c2c.co.uk m

3 REASONS TO ARCHIVE. C2C Systems 2013. www.c2c.co.uk m C2C Systems 2013 www.c2c.co.uk m EXECUTIVE SUMMARY No matter how hard you may try, the notion that organisations can keep ALL data indefinitely because disk space is inexpensive is no longer viable. Data

More information

Information Governance Manage in Place Use Cases Workshop

Information Governance Manage in Place Use Cases Workshop Information Governance Manage in Place Use Cases Workshop James Seeley Vice President, Governance Sales threat protection compliance archiving & governance secure communication Information Governance -

More information

The World of Information Governance

The World of Information Governance The World of Information Governance Society of Corporate Compliance and Ethics Maggi Johnsen, CRM October 12, 2012 Table of Contents What is Information Governance (IG)? What Might Lead to an IG Failure?

More information

The Next Frontier. for Records Managers. Retention and Disposition of Structured Data:

The Next Frontier. for Records Managers. Retention and Disposition of Structured Data: Retention and Disposition of Structured Data: The Next Frontier for Records Managers Establishing a relationship with IT managers and learning about the basics of system technology will help the records

More information

Generally Accepted Recordkeeping Principles

Generally Accepted Recordkeeping Principles Generally Accepted Recordkeeping Principles Information Governance Maturity Model Information is one of the most vital strategic assets any organization possesses. Organizations depend on information to

More information

Using Enterprise Content Management Principles to Manage Research Assets. Kelly Mannix, Manager Deloitte Consulting Perth, WA.

Using Enterprise Content Management Principles to Manage Research Assets. Kelly Mannix, Manager Deloitte Consulting Perth, WA. Using Enterprise Content Management Principles to Manage Research Assets Kelly Mannix, Manager Deloitte Consulting Perth, WA November 2010 Agenda Introduction Defining ECM Understanding the Challenges

More information

Can CA Information Governance help us protect and manage our information throughout its life cycle and reduce our risk exposure?

Can CA Information Governance help us protect and manage our information throughout its life cycle and reduce our risk exposure? SOLUTION BRIEF: CA INFORMATION GOVERNANCE Can CA Information Governance help us protect and manage our information throughout its life cycle and reduce our risk exposure? CA Information Governance delivers

More information

What We ll Cover. Defensible Disposal of Records and Information Litigation Holds Information Governance the future of records management programs

What We ll Cover. Defensible Disposal of Records and Information Litigation Holds Information Governance the future of records management programs What We ll Cover Foundations of Records and Information Management Creating a Defensible Retention Schedule Paper v. Electronic Records Organization and Retrieval of Records and Information Records Management

More information

Director, Value Engineering

Director, Value Engineering Director, Value Engineering April 25 th, 2012 Copyright OpenText Corporation. All rights reserved. This publication represents proprietary, confidential information pertaining to OpenText product, software

More information

The Future of Information

The Future of Information Place image here The Future of Information Management Bill Tolson Iron Mountain In the face of an ongoing electronic information explosion, information management becomes an imperative. Organizations need

More information

TRENDS AND DEVELOPMENTS IN INFORMATION GOVERNANCE AND RECORDS MANAGEMENT. Key Concepts Defined. Key Concepts Defined 4/30/2015

TRENDS AND DEVELOPMENTS IN INFORMATION GOVERNANCE AND RECORDS MANAGEMENT. Key Concepts Defined. Key Concepts Defined 4/30/2015 TRENDS AND DEVELOPMENTS IN INFORMATION GOVERNANCE AND RECORDS MANAGEMENT William Saffady (718) 246-4696 wsaffady@aol.com Key Concepts Defined Governance the process or system by which an organization s

More information

Part 2: Records and Information Management: Creation and Use

Part 2: Records and Information Management: Creation and Use Records and Information Management: Creation and Use Part 2: Records and Information Management: Creation and Use Creating Records and Information Information Capture and Use Legal Compliance Risk Assessment

More information

COMPLIANCE BENEFITS OF SAP ARCHIVING

COMPLIANCE BENEFITS OF SAP ARCHIVING O P E R AT I O NA L A N D COMPLIANCE BENEFITS OF SAP ARCHIVING A article sponsored by EMC Author: Jarad Carleton, Senior Consultant ICT Practice Partnering with clients to create innovative growth strategies

More information

Gain control over all enterprise content

Gain control over all enterprise content Brochure Gain control over all enterprise content HP Autonomy ControlPoint Turning Big Data into little data Most organizations today store data in a number of business systems and information repositories.

More information

CA Records Manager. Benefits. CA Advantage. Overview

CA Records Manager. Benefits. CA Advantage. Overview PRODUCT BRIEF: CA RECORDS MANAGER CA RECORDS MANAGER HELPS YOU CONTROL AND MANAGE PHYSICAL, ELECTRONIC AND EMAIL RECORDS ACROSS THE ENTERPRISE FOR PROACTIVE COMPLIANCE WITH REGULATORY, LEGISLATIVE AND

More information

The Smart Archive strategy from IBM

The Smart Archive strategy from IBM The Smart Archive strategy from IBM IBM s comprehensive, unified, integrated and information-aware archiving strategy Highlights: A smarter approach to archiving Today, almost all processes and information

More information

Integrated email archiving: streamlining compliance and discovery through content and business process management

Integrated email archiving: streamlining compliance and discovery through content and business process management Make better decisions, faster March 2008 Integrated email archiving: streamlining compliance and discovery through content and business process management 2 Table of Contents Executive summary.........

More information

First Annual URIM Conference January 28, 2015

First Annual URIM Conference January 28, 2015 First Annual URIM Conference January 28, 2015 Conference Program Welcome Russ Taylor Library Administration Howard Loos, CRM - Essential Elements of a Successful RIM Program Greg Danklef Communication

More information

Evolving Solutions Disruptive Technology Series Manage Data Growth through Database Archiving

Evolving Solutions Disruptive Technology Series Manage Data Growth through Database Archiving Evolving Solutions Disruptive Technology Series Manage Data Growth through Database Archiving Presenter Dave Welch Manager, World Wide Optim CoE Leader Host - Michael Downs, Solution Architect, Evolving

More information

Using EMC SourceOne Email Management in IBM Lotus Notes/Domino Environments

Using EMC SourceOne Email Management in IBM Lotus Notes/Domino Environments Using EMC SourceOne Email Management in IBM Lotus Notes/Domino Environments Technology Concepts and Business Considerations Abstract EMC SourceOne Email Management enables customers to mitigate risk, reduce

More information

Transform records management

Transform records management Brochure Transform records management HP Records Manager for information governance and global compliance Information is the new currency of business Many organizations recognize that corporate information

More information

WHITE PAPER Practical Information Governance: Balancing Cost, Risk, and Productivity

WHITE PAPER Practical Information Governance: Balancing Cost, Risk, and Productivity WHITE PAPER Practical Information Governance: Balancing Cost, Risk, and Productivity Sponsored by: EMC Corporation Laura DuBois August 2010 Vivian Tero EXECUTIVE SUMMARY Global Headquarters: 5 Speen Street

More information

Putting IT at e s: Considerations for ediscovery, ECM, & ERM

Putting IT at e s: Considerations for ediscovery, ECM, & ERM Government IT June 25, 2008 Putting IT at e s: Considerations for ediscovery, ECM, & ERM Julie Gable Baron Gemmer Gable Consulting, ICS 2008 1 ESI: Not just documents Record Record Types Types File File

More information

Enterprise Content Management (ECM) Solutions. 23 September 2013

Enterprise Content Management (ECM) Solutions. 23 September 2013 Enterprise Content Management (ECM) Solutions 23 September 2013 TABLE OF CONTENTS 1 Service Overview... 3 2 Why Capgemini... 3 2.1 Capgemini s Service Offering and Methodology... 5 3 Benefits... 8 3.1

More information

Solving Key Management Problems in Lotus Notes/Domino Environments

Solving Key Management Problems in Lotus Notes/Domino Environments Solving Key Management Problems in Lotus Notes/Domino Environments An Osterman Research White Paper sponsored by Published April 2007 sponsored by Osterman Research, Inc. P.O. Box 1058 Black Diamond, Washington

More information

Enterprise Content Management (ECM) Strategies

Enterprise Content Management (ECM) Strategies Enterprise Content (ECM) Strategies Randy Hans Senior Solutions Consultant Open Text Corporation February 19, 2009 SAP 2009 / Page 1 rhans@opentext.com Agenda Open Text & SAP Business Challenges Open Text

More information

Data Sheet: Archiving Symantec Enterprise Vault Store, Manage, and Discover Critical Business Information

Data Sheet: Archiving Symantec Enterprise Vault Store, Manage, and Discover Critical Business Information Store, Manage, and Discover Critical Business Information Managing millions of mailboxes for thousands of customers worldwide, Enterprise Vault, the industry leader in email and content archiving, enables

More information

Database Information Management: An Essential Business Practice. May 2009

Database Information Management: An Essential Business Practice. May 2009 : An Essential Business Practice May 2009 The conversation in the press always seems to be about how the datacenter is drowning in the growth of unstructured (file-type) information, but what happened

More information

The Benefits of a Lean Application Portfolio

The Benefits of a Lean Application Portfolio White Paper The Benefits of a Lean Application Portfolio Embracing Application Retirement as a Core IT Strategy This document contains Confidential, Proprietary and Trade Secret Information ( Confidential

More information

Microsoft and Open Text:

Microsoft and Open Text: Microsoft and Open Text: A New Age in Managing Unstructured Content From Desktop Creation to Compliant Retention A Microsoft and Open Text White Paper Published: July 2006 Contents Solving the Challenges

More information

What we do? Our services include:

What we do? Our services include: What we do? The next revolution in information technology is migration to what has been labeled as The Third Platform. Following the revolution that was brought about by the introduction of mainframe technology

More information

Considerations for Management of Laboratory Data

Considerations for Management of Laboratory Data Considerations for Management of Laboratory Data 2003 Scientific Computing & Instrumentation LIMS Guide, November 2003 Michael H Elliott Drowning in a sea of data? Nervous about 21 CFR Part 11? Worried

More information

A Practical Guide to Retiring Insurance Legacy Applications. White Paper

A Practical Guide to Retiring Insurance Legacy Applications. White Paper A Practical Guide to Retiring Insurance Legacy Applications White Paper This document contains Confidential, Proprietary and Trade Secret Information ( Confidential Information ) of Informatica Corporation

More information

RECORDS & INFORMATION MANAGEMENT

RECORDS & INFORMATION MANAGEMENT RECORDS & INFORMATION MANAGEMENT GOVERNANCE & POLICY DEVELOPMENT, WORKING WITH STAKEHOLDERS AND POLICY IMPLEMENTATION PRESENTED BY LAUREN BARNES, CRM SPONSORS: THE ARCHIVISTS ROUND TABLE NEW YORK & ARMA

More information

SAVE MONEY AND IMPROVE PERFORMANCE BY MIGRATING DATA TO A CENTRAL ARCHIVE

SAVE MONEY AND IMPROVE PERFORMANCE BY MIGRATING DATA TO A CENTRAL ARCHIVE SAVE MONEY AND IMPROVE PERFORMANCE BY MIGRATING DATA TO A CENTRAL ARCHIVE EXECUTIVE SUMMARY Organizations have an opportunity to save significant money and improve the performance of enterprise content

More information

REDUCE COSTS AND COMPLEXITY WITH BACKUP-FREE STORAGE NICK JARVIS, DIRECTOR, FILE, CONTENT AND CLOUD SOLUTIONS VERTICALS AMERICAS

REDUCE COSTS AND COMPLEXITY WITH BACKUP-FREE STORAGE NICK JARVIS, DIRECTOR, FILE, CONTENT AND CLOUD SOLUTIONS VERTICALS AMERICAS REDUCE COSTS AND COMPLEXITY WITH BACKUP-FREE STORAGE NICK JARVIS, DIRECTOR, FILE, CONTENT AND CLOUD SOLUTIONS VERTICALS AMERICAS WEBTECH EDUCATIONAL SERIES REDUCE COSTS AND COMPLEXITY WITH BACKUP-FREE

More information

Risk & Compliance Chutes and Ladders

Risk & Compliance Chutes and Ladders e-mail Archiving and Records Management can help you meet them Optimized business Processes mean better Response times to Customer inquiries Compliance is Golden! CONGRATULATIONS! Corporate Governance

More information

Preparing for. Helen Streck Records Management Consultant

Preparing for. Helen Streck Records Management Consultant Preparing for ediscovery By Helen Streck Records Management Consultant Session Agenda Learning Objectives Discovery s s Demands on RIM Programs Areas of Risk Designing a Strategic Approach Processes and

More information

What does email Management Mean to You?

What does email Management Mean to You? What does email Management Mean to You? by Tom Reding, CRM Principal, Information Governance tom.reding@emc.com 352-212-2430 1 Tom Reding, CRM Principal, Information Governance Practice Tom Reding is a

More information

Managing Storage and Compliance Costs through E-mail Archiving and ediscovery

Managing Storage and Compliance Costs through E-mail Archiving and ediscovery Managing Storage and Compliance Costs through E-mail Archiving and ediscovery Gregory P. Kosinski Director, Product Marketing EMC Heidi Maher, Esq. Compliance and ediscovery Advisor EMC Copyright 2009

More information

Table of Contents. Chapter No. 1. Introduction 1. 2. Objective 1. 3. E-mail Use Compliance 1. 4. Definitions 2. 5. Roles and Responsibilities 2

Table of Contents. Chapter No. 1. Introduction 1. 2. Objective 1. 3. E-mail Use Compliance 1. 4. Definitions 2. 5. Roles and Responsibilities 2 Table of Contents Chapter Subject Page No. 1. Introduction 1 2. Objective 1 3. E-mail Use Compliance 1 4. Definitions 2 5. Roles and Responsibilities 2 6. Creation and Use of E-mails 3 7. Managing E-mails

More information

Long Term Record Retention and XAM

Long Term Record Retention and XAM Long Term Record Retention and XAM Wayne M. Adams Chair Emeritus, SNIA www.snia.org Agenda Market Trends and Drivers SNIA Survey SNIA XAM Standard SNIA Meta Data Work Summary Information Challenge Escalating

More information

IBM Unstructured Data Identification and Management

IBM Unstructured Data Identification and Management IBM Unstructured Data Identification and Management Discover, recognize, and act on unstructured data in-place Highlights Identify data in place that is relevant for legal collections or regulatory retention.

More information

State of Michigan Records Management Services. Frequently Asked Questions About E mail Retention

State of Michigan Records Management Services. Frequently Asked Questions About E mail Retention State of Michigan Records Management Services Frequently Asked Questions About E mail Retention It is essential that government agencies manage their electronic mail (e mail) appropriately. Like all other

More information

Informatica ILM Archive and Application Retirement

Informatica ILM Archive and Application Retirement Informatica ILM Archive and Application Retirement Thierry AUDOT Technical Manager EMEA 26 th September 2012 1 Live Archiving What are key users pain points? My reports take forever to run! I need all

More information

... Foreword... 17. ... Preface... 19

... Foreword... 17. ... Preface... 19 ... Foreword... 17... Preface... 19 PART I... SAP's Enterprise Information Management Strategy and Portfolio... 25 1... Introducing Enterprise Information Management... 27 1.1... Defining Enterprise Information

More information

Email Management Trends, Troubles, and Solutions

Email Management Trends, Troubles, and Solutions Email Management Trends, Troubles, and Solutions Kevin O Connor General Manager, Content Management & Archiving 1 Information Challenges Lead to Archiving Data Growth Digital Proliferation Cost Escalating

More information

The biggest challenges of Life Sciences companies today. Comply or Perish: Maintaining 21 CFR Part 11 Compliance

The biggest challenges of Life Sciences companies today. Comply or Perish: Maintaining 21 CFR Part 11 Compliance S E P T E M B E R 2 0 1 3 Comply or Perish: The biggest challenges of Life Sciences companies today are maintaining a robust product pipeline and reducing time to market while complying with an increasing

More information

SharePoint Will be Your Repository for Governed Content

SharePoint Will be Your Repository for Governed Content WHITEPAPER SharePoint Will be Your Repository for Governed Content by Mike Alsup, Gimmal 1 About Gimmal Gimmal is the world s leading provider of solutions built on Microsoft SharePoint that extend and

More information

Lowering E-Discovery Costs Through Enterprise Records and Retention Management. An Oracle White Paper March 2007

Lowering E-Discovery Costs Through Enterprise Records and Retention Management. An Oracle White Paper March 2007 Lowering E-Discovery Costs Through Enterprise Records and Retention Management An Oracle White Paper March 2007 Lowering E-Discovery Costs Through Enterprise Records and Retention Management Exponential

More information

WHITEPAPER. An ECM Journey. Abstract

WHITEPAPER. An ECM Journey. Abstract WHITEPAPER An ECM Journey Abstract Over the last few years, Enterprise Content Management (ECM) has evolved multifold. This paper describes the past, current and future state of ECM, and talks about the

More information

Capstone Compliance Using Symantec Archiving and ediscovery Solutions

Capstone Compliance Using Symantec Archiving and ediscovery Solutions WHITE PAPER: CAPSTONE COMPLIANCE........................................ Capstone Compliance Using Symantec Archiving and ediscovery Solutions Who should read this paper IT decision-makers, architects,

More information

Eliminate Dark and Dirty Data

Eliminate Dark and Dirty Data Eliminate Dark and Dirty Data ECM is dead Long Live ECM Why didn t they come? Deep, un navigable folder structures Application of Metadata and Classifications Find-ability Scope not well defined All Resulting

More information

Document Management & Workflow

Document Management & Workflow New 2012 Guide! E-Records Institute SharePoint Governance: Leveraging MS SharePoint 2007/2010 for Document Management & Workflow Including Electronic Records Management, E- Discovery, Project Management

More information

The Business Case for HP ControlPoint

The Business Case for HP ControlPoint The Business Case for HP ControlPoint White Paper Revision: 2 Date created: 13 November 2015 Principal author: Nigel Carruthers-Taylor icognition reference: 15/16495 Executive Summary Table of Contents

More information