The top 5 gap scenarios in SharePoint deployments that need to be covered to stay out of trouble. This was presented in San Francisco 2014

1. Confidential and Proprietary © 2012, Actiance, Inc. All rights reserved. Actiance and the Actiance logo are trademarks of Actiance, Inc.
Keep the Lawyers Off Your Back!
Top 5 Gaps in SharePoint Compliance & eDiscovery
Trevor Daughney
VP of Marketing
Actiance
Jeff Willinger
Director of Collaboration
Rightpoint

2. Confidential and Proprietary © 2012, Actiance, Inc. All rights reserved.
Text Your Answer!
@tdaughney @jwillie

3. Confidential and Proprietary © 2012, Actiance, Inc. All rights reserved.
Guest Speaker – 2014 Top SharePoint Influencer
JEFF WILLINGER
World-wide speaker and evangelist on the value of SharePoint, Social Networking,
Social Media, Social Computing and Intranets and Mobile everything. President of
Social Media Club Chicago.
Twitter, Facebook and LinkedIn Expert
Director of Collaboration and Social Business, Rightpoint
@tdaughney @jwillie

4. Confidential and Proprietary © 2012, Actiance, Inc. All rights reserved.
What’s in it for YOU?
An offer: I am buying you a drink TONIGHT
Follow @jwillie and @Rightpoint and Tweet this:
“ Listening to @jwillie and @rightpoint rant and rave about
SharePoint, compliance and eDiscovery #SPTechCon ”
OR
@tdaughney @jwillie

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“LIKE” me
@tdaughney @jwillie

6. Confidential and Proprietary © 2012, Actiance, Inc. All rights reserved.
SharePoint 2013 Compliance and eDiscovery
Global capture of structured & unstructured data
eDiscovery center & case management
Preservation in-place
Project-based retention policy scheduling
@tdaughney @jwillie

7. Confidential and Proprietary © 2012, Actiance, Inc. All rights reserved.
1. Multiple Collaboration Environments
Gartner predicts
– By 2016, 50% of large organizations will have internal
Facebook-like social networks
– 30% of these will be considered as essential as
email/telephones are today
– By 2017, at least 40% of large
organizations will struggle to
integrate multiple internal social
networking applications
– Platform fatigue?
@tdaughney @jwillie

8. Confidential and Proprietary © 2012, Actiance, Inc. All rights reserved.
2. Regulatory and Data Protection Requirements
GOVERNMENTFINANCIAL
FINRA
SEC
GLBA
PCI DSS
ENERGY
FERC
NERC
CFTC
NFA
HEALTHCARE
HIPAA Sunshine Laws
Florida GRS
North Carolina
Massachusetts
@tdaughney @jwillie

9. Confidential and Proprietary © 2012, Actiance, Inc. All rights reserved.
3. Downstream eDiscovery Requirements
Duke University eDiscovery Study finds that sanctions are way up
– 7 cases in 2003 versus 111 cases in 2009
– Sanctions of up to $8.8 million
Contextual
Capture
Deletions &
Modifications
@tdaughney @jwillie

10. Confidential and Proprietary © 2012, Actiance, Inc. All rights reserved.
4. Older SharePoint Infrastructure
Gartner Recommendation
“SharePoint 2013 improves on the 2010 software's feature and
function, but has not improved enough to warrant changing
your existing strategies. Gartner recommends no change if
your organization is in progress with a 2010 rollout.”
SharePoint 2013: Good Progress but Missed Opportunities,
Feb. 6, 2013
@tdaughney @jwillie

11. Confidential and Proprietary © 2012, Actiance, Inc. All rights reserved.
5. Archiving – Are You IN or OUT?
Preservation-In-Place Outside Archive
@tdaughney @jwillie

12. Confidential and Proprietary © 2012, Actiance, Inc. All rights reserved.
Summary (a.k.a. “the big so what”)
Know the 5 gap scenarios where you may need a more active
compliance infrastructure in place to deploy SharePoint:
1. multiple collaboration environments
2. regulatory and data protection requirements
3. downstream eDiscovery requirements
4. older SharePoint infrastructure
5. archiving approach (in-place or separately)
@tdaughney @jwillie

13. Confidential and Proprietary © 2012, Actiance, Inc. All rights reserved.
Feature Description Benefit
Real-time alerts • Send real-time alerts based on
content detected (e.g., abusive
language, trade secrets)
• Ensure that confidential information
doesn’t get leaked out
• Protect corporate brand and
reputation
Granular capture • Define capture policies at a
global, group or site level to map
to compliance or corporate
governance standards
• Remain compliant with regulatory
and legal recordkeeping
requirements (e.g., FRCP, SOX,
HIPAA, SEC)
• Reduce storage costs by capturing
only relevant content
• Expedite eDiscovery in the event of
litigation
Contextual capture • Content shown in context of
other related items in reviewer UI
• Decrease litigation costs
• Reduce likelihood of sanctions for
production delays
Top Features to Enhance SharePoint
@tdaughney @jwillie

14. Questions? … and Thank You!
Jeff Willinger
312.622.2300