UNIFIED, END- TO- END EDISCOVERY

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1 ac.onable informa.on governance Partners Providing Excellence in: UNIFIED, END- TO- END EDISCOVERY 2011 IBM Corpora.on

2 Meet the Presenters Amir Jaibaji Vice President, Product Management StoredIQ Kevin Cahill Manager, Channel Solu.ons Eastern USA Catalyst ScoH Wyss Manager, South Central USA Catalyst 2

3 ediscovery Challenges Uncontrolled Big Data Sprawl 3

4 Uncontrolled Big Data Sprawl ROI FACTORS Up to 80 percent of [electronically stored] data is redundant or out of date files, mainly PST and files from other systems, consume up to 50% of network drive storage One gigabyte of data can result in $18,750 in legal review costs Sanc^ons cases rising with data volume; between increase more than tenfold IT and legal costs can be cut by up to 50 % by bringing outsourced solutions into the enterprise. -- Gartner 4

5 Who is Affected Very Challenging for Companies with All Three High Regula^on Pharma Insurance Financial Services Oil & Gas Automo^ve Consumer Goods High Li^ga^on High Volume & Diversity of Informa^on 5

6 Historical Approaches to ediscovery Wheelbarrows & Screwdrivers Brute force Manual Expensive Slow Simple Applica^ons Limited func.onality Incomplete custodian data Limited ability to act on data Not scalable ediscovery Plahorm Integrated, unified Holis^c visibility and control Automated Predictable, fixed costs Scalable Low TCO Shortest ^me to resolu^on

7 Unified, Holis^c ediscovery Solu^on + Combining intelligent data collec^on from StoredIQ with the flexibility of the Catalyst cloud- based review plahorm streamlines the ediscovery process while minimizing legal costs. 7

8 Covering the EDRM from End- to- End Processing Preserva^on Informa^on Management Iden^fica^on Review Produc^on Presenta^on Collec^on Analysis Volume Relevance 8

9 Lel Side: Informa^on Management StoredIQ 9

10 StoredIQ Informa^on Governance Solu^ons DiscoveryIQ ComplianceIQ RecordsIQ StorageIQ Li^ga^on Readiness Risk Mi^ga^on Defensible Dele^on Migra^on & Op^miza^on Legal Hold & No.fica.on ECA & Targeted Collec.on First Pass Review Processing & Export Compliance Enforcement Privacy Protec.on Data Risk Assessment Iden.fy & Classify Automated Records Reten.on & Disposi.on Data Migra.on Tiered Storage & HSM Monitoring Storage REAL- TIME RELEVANCE PLATFORM BIG DATA Comprehensive Insight Archive Plahorm ECM Forensic Images/Tapes File Servers Servers Desktops/ Mobile SharePoint Cloud Social Networks Media

11 StoredIQ Within the IT Ecosystem Netware Content Archive System DX Object Storage Exchange Enterprise Vault Xtender SnapLock Lotus Notes & Domino Macintosh Windows XP/ Vista/7 DR550 CIFS NFS Linux 11

12 DiscoveryIQ Li^ga^on Readiness Legal Hold & No.fica.ons DiscoveryIQ ECA & Targeted Collec.on First Pass Review Processing & Export 12

13 DiscoveryIQ: Litigation Readiness Performed on data in its na.ve loca.on prior to collec.on make more informed legal decisions far earlier in the discovery process Early Case Assessment Integrated Legal Hold Ini.ates and tracks legal hold no.fica.ons and enables legal or IT to preserve and collect custodian data to a secure legal hold repository Streamlines data collec.on, preserva.on and processing across the enterprise; allows IT and legal to work in tandem Legal Discovery Workflow Scoreboard Tracks a mader and its corresponding review costs as it progresses through the ediscovery process 13

14 StoredIQ Analyze Anywhere Current ECA methodologies are not effec^ve Oeen requires the collec.on of data first Over collec.on Under collec.on Itera.ons, addi.onal custodians painful With StoredIQ s Analyze Anywhere Processing and Analysis performed in the wild All custodian data is precisely collected Only incremental data is collected Dynamic tuning of searches Discover/add custodians easily 14

15 StoredIQ Brings ECA into the Wild With StoredIQ technology, Early Case Assessment can occur prior to preserva.on and collec.on, without moving data from where it na1vely resides ECA Processing Preserva^on Informa^on Management Iden^fica^on Review Produc^on Presenta^on Collec^on Analysis Volume Relevance 15

16 16 StoredIQ Analyze Anywhere

17 StoredIQ Differen^ators StoredIQ highly rated for its ability to search and analyze the universe of content prior to any movement of data; the ability to scale, as well as the company s search and retrieval performance. - - IDC, 2011 In^mate, Holis^c Perspec^ve of all Data Gain deep understanding of all data assets & liabili.es; confidently and defensible act on data based on business- value StoredIQ User- friendly Applica^on Interface Intui.ve workflow expedites and facilitates processes; allows mul.ple users to work in tandem Analyze Anywhere Analyze data where it resides for variety of use cases; true ECA prior to collec.on enables faster/beder case assessment & strategy DesktopIQ Collec.ons from laptops/desktops easier, faster, more precise Intelligent Collec^ons and Legal Hold Collect incrementally; only collect 1 copy Classifica^on- based Access Control Limits access to files based on classifica.on regardless of where they are 17

18 Right Side: Review and Processing Catalyst 18

19 One Repository: Full Review Lifecycle From processing to review through trial... Mul.- language processing Key document clustering Analy.cs & interac.ve culling Complex search strategies Mul.- language managed review Produc.on services Reintegra.on of review work product Reduce costs, ensure consistent treatment and track documents across cases. Review Smarter; Review Less 19

20 Why Catalyst Our secure, web- based plahorm can connect your team securely and effec^vely Fast, scalable search grid 2. Powerful analy.cs and review 3. No hardware or soeware costs 4. On Demand instant availability 5. Experienced support /security 6. Strong local partner network One plahorm for all your data! 20

21 21 Catalyst CR: Search

22 22 Catalyst CR: Review Results

23 23 Catalyst CR: Analy^cs

24 24 Catalyst CR: Produc^on

25 Unified Solu^on for Complete ediscovery StoredIQ + Catalyst 25

26 Comprehensive Insight with Precision Find ALL data associated with a custodian Not just , laptop, and home directory! Access precise maher relevant data Concept Extrac.on Will (the person) vs. will (the document) vs. will (the verb) Custodian expansion (find related custodians) Comprehend maher context easier Custodian 26

27 Streamlined and Repeatable Process Integrated Business Process Integral part of IT ecosystem Straighrorward and transparent Legal IT workflow Low impact on the daily business processes Informa^on Management Eliminate discoverable data by automa.ng data reten.on and disposi.on policies Leverage for Records Management, Compliance & Storage IT Friendly Low impact on IT Leverages exis.ng IT infrastructure; no new hardware/agents Scalable with the enterprise 27

28 The Compe^^ve Edge Strategic Advantage During Meet- and- Confer Detailed data topology maps Advanced analy.cs and repor.ng Comprehensive view of all mader relevant data Immediate Analysis Formulate sedle vs. li.gate decision sooner Risk vs. cost perspec.ves Bullet- proof Defensibility Automated chain of custody Audit Trail Reports 28

29 Quick, Con^nuous ROI Posi^ve return olen in first 1 or 2 mahers Return realized within weeks of deployment Case In Point Leading healthcare provider saved $200,000 in outside legal fees for a single mader and expedited the en.re ediscovery process Fortune 500 company reduced data for legal review by 85% and hundreds of billable adorney hours Fortune 100 company saved over $250,000 in li.ga.on service fees in a single mader 29

30 Benefits of StoredIQ and Catalyst Cost Lowers ediscovery costs by reducing the amount of downstream data while qualita.vely enriching it Enables assessment of the mader sooner and more accurately Time Formulate beder sedle vs. li.gate decisions using accurate cost predictability Strategy Unified solu.on reduces data touch points and eliminates legal risk of missing data 30 Risk

31 Thank You! For more informa^on about how Catalyst and StoredIQ can benefit your ediscovery lifecycle: T: LegalTech Booth - #214 T: LegalTech Booth - #

32 Ques^ons? THANK YOU! 32

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