Introduction to Information Governance and eDiscovery in the Cloud by Charles Skamser, well known industry thought leader and CEO of eDiscovery Solutions Group. Part of the 2011 eDSG Summer Webinar Series on Information Govenance and eDiscovery in the Cloud.

1. eDiscovery Solutions Group eDiscovery Solutions Group Summer 2011 Technology Webinar Series Information Governance and eDiscovery in the Cloud

2. Notices Copyright Notice: All materials provided in this presentation are subject to copyrights owned by eDiscovery Solutions Group Incorporated or other identified individuals or entities. As such no rights are granted to copy and/or use these materials in any manner outside this training class. Not Legal Advice: The material is provided for informational purposes only and is not intended to be used as the basis for any legal decisions. I am not a lawyer and the information and/or answers to any questions provided in this presentation is not legal advice and should not be construed as such.

3. INTRODUCTION INTRODUCTION Webinar Topic INFORMATION GOVERANCE AND eDISCOVERY IN THE CLOUD “everything you can learn in 30 minutes or less”

4. Agenda Introduction of Speakers Overview of eDiscovery Solutions Group (eDSG) Introduction to Information Governance and eDiscovery in the Cloud Questions and Answers Contact Information

5. Speaker Charles Skamser President and CEO eDiscovery Solutions Group email: cskamser@ediscoverysolutionsgroup.com Site: www.ediscoverysolutionsgroup.com The eDiscovery Paradigm ShifteDiscoveryGroup The eDiscovery Solutions GroupEarly Case Assessment Association Enterprise eDiscovery in the Cloud Information Governance in the CloudInternational Association of Data Mapping ProfessionalseDiscovery in Virtualization

6. Overview of eDSG “eDiscovery Solutions Group (eDSG) is an international thought leader and Information Management Consulting firm that specializes in assisting the Legal and Information Technology (IT) departments of the Global 2000 with implementing Information Governance and eDiscovery in the Cloud.” LEADING THE MAKRET

7. Information Governance Information Governance is the set of multi-disciplinary structures, policies, procedures, processes and controls implemented to manage information on all media in such a way that it supports an organization's immediate and future regulatory, legal, risk, environmental and operational requirements. STRATEGIC ADVANTAGE “the most important thing that most organizations don’t do well”

8. IG Maturity Model Most Global 2000 Organizations are at Level 1-2 The Goal is to Migrate these Organizations to Level 4-5 Level 5 (Transformational): This level describes an organization that has integrated information governance into its overall corporate infrastructure and business processes to such an extent that compliance with the program requirements is routine. Level 4 (Proactive): This level describes an organization that is initiating information governance program improvements throughout its business operations. Information governance issues and considerations are integrated into business decisions on a routine basis, and the organization easily meets its legal and regulatory requirements Level 3 (Essential): This level describes the essential or minimum requirements that must be addressed in order to meet the organization’s legal and regulatory requirements Level 2 (In Development): This level describes an environment where there is a developing recognition that recordkeeping has an impact on the organization, and that the organization may benefit from a more defined information governance program Level 1 (Sub-Standard): This level describes an environment where recordkeeping concerns are either not addressed at all, or are addressed in a very ad hoc manner

9. The IMRM

10. eDiscovery eDiscovery is the process of identifying, collecting, processing and PRODUCING any information (paper or electronic) that may be evidence in a lawsuit THERE ARE FEDERAL AND INTERNATIONAL STATUTES THAT GOVERN THIS PROCESS STRATEGIC ADVANTAGE “opportunity to reduce costs and increase the effectiveness of the legal department”

11. eDiscovery Maturity Model Most Global 2000 Organizations are at Level 1-2 The Goal is to Migrate these Organizations to Level 4-5

12. The EDRM

13. Needle in Haystack

14. The Cloud “The Cloud” has complicated information governance and eDiscovery 10X… However, it also provides a whole new set of exciting options and opportunities for the enterprise…

15. Gartner Magic Quadrant

16. Tip of the Day Top Down Support Cross Organizational Committees and Commitment Document Retention Policy Data Mapping Legal Holds Best Practices STRATEGIC ADVANTAGE

17. STRATEGIC ADVANTAGE What are the Options Collections and Computer Forensics Internal or External Proactive or Reactive Architecture Private vs. Public Cloud SaaS Location Outsource to Law Firm Outsource to a Single Source SaaS Provider Outsource to a Multi-Source SaaS/PaaS Provider Managed Services Don’t under estimate the internal cost of providing services

18. Enterprise eDiscovery Options Option # 1: Private On-Premise Cloud 1 2 3 Electronic Collection Manual Collection Point Early Case Assessment Predictive Coding Document Review EDD Processing Production How these technologies and associated storage is integrated depends upon your vendor choices A This may or may not include managed services Enterprise Vault On-Site eMail Server Storage Tapes Other On-Site Archives IG / eD Temp Storage IG / eD Long Term Storage B Off-Site eMail Server Other Off-Site Archives Unconnected Data Sources Social Networks Option # 2: Private Off-Premise Cloud Electronic Collection Manual Collection Point Early Case Assessment Predictive Coding Document Review EDD Processing Production This option will have to be provided by a larger IaaS/PaaS provider and will probably include managed services IG / eD Temp Storage IG / eD Long Term Storage

19. Enterprise eDiscovery Options Option # 3: Private Distributed Cloud Electronic Collection A Enterprise Vault On-Site eMail Server Storage Tapes Other On-Site Archives B Off-Site eMail Server Other Off-Site Archives Unconnected Data Sources Social Networks Option # 3: Private Distributed Cloud Electronic Collection Manual Collection Point Early Case Assessment Predictive Coding Document Review EDD Processing Production IG / eD Temp Storage IG / eD Long Term Storage

20. Pricing Options Law Firms /Service Providers Traditional ($/GB) pricing SaaS Value Based Pricing Private Cloud On-Premise License Software (CapEx) SaaS Value Based Pricing (Monthly) with Managed Services Private Cloud Off-Premise SaaS Value Based Pricing (Monthly) with Managed Services STRATEGIC ADVANTAGE

21. STRATEGIC ADVANTAGE Summary Train has left the station on cloud computing Information Governance in the Cloud can be a BIG Strategic Advantage eDiscovery in the Cloud can save money and increase legal efficiencies Proactive vs. Reactive One size does not fit all Opportunity to Reduce Costs Rely on an expert

22. HOW CAN WE HELP? Questions and Answers w ww . e d i s c o v e r y s o l u t i o n s g r o u p . c o m

23. Contact Information Charles Skamser President and CEO eDiscovery Solutions Group Phone: 310-987-7608 email: cskamser@ediscoverysolutionsgroup.com Web: www.ediscoverysolutionsgroup.com Michael Mulcahy Vice President of Worldwide Business Development eDiscovery Solutions Group Phone: 310-987-7608 Mobile: 562-822-7141 email: mmulcahy@ediscoverysolutionsgroup.com Web: www.ediscoverysolutionsgroup.com