10 Steps for Taking Control of Your Organization’s
Digital Debris
October 8, 2013
2
Perficient is a leading information technology consulting firm serving clients
throughout North America.
We help clients...
• Founded in 1997
• Public, NASDAQ: PRFT
• 2012 revenue $327 million
• Major market locations throughout North America
• A...
Business Solutions
• Business Intelligence
• Business Process Management
• Customer Experience and CRM
• Enterprise Perfor...
Kahn Consulting, Inc.
Kahn Consulting, Inc. (KCI) is a consulting firm specializing in the legal, compliance,
and policy i...
Presenters
6
Co-Presenter Randolph A. Kahn, Esq., is an internationally recognized authority on
the legal, compliance and ...
Anatomy of the File Share
6%
18%
24%
48%
4%
Active,
Known,
Relevant
Stale
Duplicates
Unknown
Non-business
related
Results ...
Defensible Deletion
6%
18%
24%
48%
4%
Active, Kno
wn, Releva
nt
Stale
Duplicates
Unknown
Non-business
related
Results from...
Information Management Compliance
Randolph Kahn, ESQ.
Commvault Innovate 8
Managing Information with Reasonableness-
The C...
What a Difference a Decade Makes
“More than 3 years after the Sept. 11 attacks, more than
120,000 hours of potentially val...
Why Can‟t Most Climb Everest?
“I dream of a
better
tomorrow, w
here
chickens can
cross the
road and not
be
questioned
abou...
Info Volumes Are Everest-esque
• IDC -2800+ exabytes of new info in 2012
– 1 exabyte = 50,000 years of DVD movies
• What a...
Is Information Governance Working?
• “In an Aug. 15, 2005, voicemail messages addressed
to company salespeople…”
• “…the d...
Changing Mindset About the Lifecycle
• Information has a lifecycle
• Dead information smells
• Who makes end of life decis...
Is Information Still an Asset?
• 88% have large volumes of legacy info
• 71% have no idea of the content in stored data
• ...
Big is Only Part of Problem
More than a “big mountain problem”
• Control on content creation
• Management of storage
• App...
IT Impact
“Handling double-digit data growth rates with single-digit
budget increases is the lot of most CIOs, according t...
Legal & Governance Impact
• According to IDC, the size of the eDiscovery industry is
expected to reach $21.8 billion in 20...
Reasonable Way to Deal with Dead Data?
• Keep the dead daisies forever
• Chuck all daisies tomorrow
• Have people decide
•...
21%
19%
15%
9%
0%
5%
10%
15%
20%
25%
What information needs to
be retained
How information should be
retained and disposed...
Building a Defensible Disposition Plan
Business Case- Does addressing chunks make sense
Road Map- How to attack the chunks...
Building a Business Case
What should CBA include?
• Conservative
o Storage only
• Risks?
• Liability?
• Employee efficienc...
Technology v. Manual Review
This work presents evidence supporting the contrary
position: that a technology-assisted proce...
What Do Regulators & Courts Think?
“Computer-assisted review appears to be better than the
available alternatives, and thu...
“If 2012 was the year of predictive coding or technology-
assisted review, 2013 and ‟14 seems to be the year of
informatio...
Places & Time to Start
• Places
o Back-up, Legacy systems, email, shared drive
• Time
o Data migration, system retirement,...
Rules to live by:
1. Stop keeping everything forever.
2. Clean up the past to gain business efficiency.
3. Keep only what ...
Conclusions
Randolph Kahn
rkahn@KahnConsultingInc.com
1. Be serious about the lifecycle
2. Chucking is freeing and valuabl...
• Detail Requirements
• Taxonomies
• Records Retention Policies
• Classification Policies
• Content Inventory
• Defensible...
Questions?
30
Daily unique content about
content management, user
experience, portals and
other enterprise information
technology soluti...
Contact Us
Ed Rawson
Tel: 412-203-3314
Email: Ed.Rawson@Perficient.com
Randy Kahn
P.O. Box 1045
Highland Park, IL 60035
Te...
Thank you for your time
and attention today.
Please visit us at Perficient.com
33
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10 Steps for Taking Control of Your Organization's Digital Debris

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Do you have too much old information, but not enough guidance to begin the task of cleaning out your data stores? Join Perficient to learn 10 tips for creating a strategic roadmap to take control of your information and uncover the technology that can support your efforts, including how to:

Stop keeping everything forever
Create an information governance and disposal policy before implementing technology
Automate information management to improve employee productivity
Prepare a discovery response plan

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Transcript of "10 Steps for Taking Control of Your Organization's Digital Debris "

  1. 1. 10 Steps for Taking Control of Your Organization’s Digital Debris October 8, 2013
  2. 2. 2 Perficient is a leading information technology consulting firm serving clients throughout North America. We help clients implement business-driven technology solutions that integrate business processes, improve worker productivity, increase customer loyalty and create a more agile enterprise to better respond to new business opportunities. About Perficient
  3. 3. • Founded in 1997 • Public, NASDAQ: PRFT • 2012 revenue $327 million • Major market locations throughout North America • Atlanta, Boston, Charlotte, Chicago, Cincinnati, Cleveland, Columbus, Dallas, Denver, Detr oit, Fairfax, Houston, Indianapolis, Los Angeles, Minneapolis, New York City, Northern California, Philadelphia, Southern California, St. Louis, Toronto and Washington, D.C. • Global delivery centers in China, Europe and India • ~2,000 colleagues • Dedicated solution practices • ~85% repeat business rate • Alliance partnerships with major technology vendors • Multiple vendor/industry technology and growth awards Perficient Profile 3
  4. 4. Business Solutions • Business Intelligence • Business Process Management • Customer Experience and CRM • Enterprise Performance Management • Enterprise Resource Planning • Experience Design (XD) • Management Consulting Technology Solutions • Business Integration/SOA • Cloud Services • Commerce • Content Management • Custom Application Development • Education • Information Management • Mobile Platforms • Platform Integration • Portal & Social Our Solutions Expertise 4
  5. 5. Kahn Consulting, Inc. Kahn Consulting, Inc. (KCI) is a consulting firm specializing in the legal, compliance, and policy issues of information technology and information lifecycle management. Through a range of services including information and records management program development; electronic records and email policy development; Information Management Compliance audits; product assessments; legal and compliance research; and education and training, KCI helps its clients address today’s critical issues in an ever-changing regulatory and technological environment. Based in Chicago, KCI provides its services to Fortune 500 companies and government agencies in North America and around the world. More information about KCI, its services and its clients can be found online at: www.KahnConsultingInc.com.
  6. 6. Presenters 6 Co-Presenter Randolph A. Kahn, Esq., is an internationally recognized authority on the legal, compliance and policy issues of business information, electronic records, e-business processes, and information technology. As founder and principal of Kahn Consulting Inc., Mr. Kahn advises corporate counsels, information management and information technology professionals in both government and corporate institutions on policy issues related to the management of digital information and electronic records. Co-Presenter Ed Rawson is Principal in Perficient's ECM practice. He is a strategic, results-oriented thought leader with more than 30 years of experience in ECM, helping organizations across industries align content management and governance solutions with business direction to maximize the return on investment and maintain compliance. Ed leverages his extensive experience to implement content lifecycle, content analytics, information governance and content intelligence programs using the latest technologies and best practices.
  7. 7. Anatomy of the File Share 6% 18% 24% 48% 4% Active, Known, Relevant Stale Duplicates Unknown Non-business related Results from customer assessments Stale is defined as files not accessed or modified for 6 months In most cases 60% to 70% of the content in a file share is unnecessary Typical Structure “The best way to reduce the amount of content – delete it” - Sheila Childs, Research VP, Gartner ~24% of unstructured data is actively used ~48% is stale: not touched in 6 months ~18% are duplicates ~6% is unknown or orphaned ~4% is not business related – pictures, mp3, etc. 7
  8. 8. Defensible Deletion 6% 18% 24% 48% 4% Active, Kno wn, Releva nt Stale Duplicates Unknown Non-business related Results from customer assessments Stale is defined as files not accessed or modified for 6 months Our topic today is how to “defensibly delete” the 60% to 70% of unnecessary content that you are keeping in file shares and storage. “The best way to reduce the amount of content – delete it” Sheila Childs, Research VP, Gartner 8
  9. 9. Information Management Compliance Randolph Kahn, ESQ. Commvault Innovate 8 Managing Information with Reasonableness- The Case for Defensible Disposition Randolph Kahn, Esq. Executive Webinar Series Oct 8, 2013
  10. 10. What a Difference a Decade Makes “More than 3 years after the Sept. 11 attacks, more than 120,000 hours of potentially valuable terrorist-related recordings have not yet been translated …and computer problems may have led the bureau to systematically erase some Qaeda recordings…[t]he investigation found that limited storage capacities in the system meant that older tapes had sometimes been deleted automatically to make room for newer materials, even if the recordings had not yet been translated” - NY Times on 911 Commission Knowledge is knowing a tomato is a fruit; Wisdom is not putting it in a fruit salad.
  11. 11. Why Can‟t Most Climb Everest? “I dream of a better tomorrow, w here chickens can cross the road and not be questioned about their motives.” “But databases frequently turn into information dumps, teeming with poorly classified or outdated information.” - Growth at McKinsey Hindered Use of Data,” WSJ
  12. 12. Info Volumes Are Everest-esque • IDC -2800+ exabytes of new info in 2012 – 1 exabyte = 50,000 years of DVD movies • What about old stuff?A closed mouth gathers no foot. IDC predicts storage will increase 44 x in next 10 yrs.
  13. 13. Is Information Governance Working? • “In an Aug. 15, 2005, voicemail messages addressed to company salespeople…” • “…the document written by Dr. Geller doesn‟t accurately reflect the company‟s position in 2000. In fact, it was not Dr. Geller‟s ultimate view either. It was an initial draft for discussion purposes.” • “In response to a plaintiffs‟ attorney‟s question, Dr. Geller responded that the statement was “an artifact of an earlier discussion document.” - The Wall Street Journal
  14. 14. Changing Mindset About the Lifecycle • Information has a lifecycle • Dead information smells • Who makes end of life decisions
  15. 15. Is Information Still an Asset? • 88% have large volumes of legacy info • 71% have no idea of the content in stored data • 58% are keeping information indefinitely • 79% indicated too much time & effort is spent manually searching & disposing info • 58% still rely on employees to decide how to apply corporate policies (i.e. retention, privacy, security) to their information * Source:CIAC Data Explosion Survey http://www.infoautoclassification.org/survey.php If a wolf can take down a deer from either flank, does that make him bambidextrous?
  16. 16. Big is Only Part of Problem More than a “big mountain problem” • Control on content creation • Management of storage • Application of retention rules • Bad policy decisions • More systems • Newer technologies and formats • Outside centralized control • Manage content in place • Employees doing heavy lifting He has no enemies, but is intensely disliked by his friends.
  17. 17. IT Impact “Handling double-digit data growth rates with single-digit budget increases is the lot of most CIOs, according to our third annual InformationWeek Analytics State of Enterprise Storage Survey. The amount of data we're actively managing continues to expand at around 20% per year, and we see a long tail of besieged IT staffs dealing with growth rates exceeding 50%. At these levels, most data centers will double storage capacity every two to three years” To steal ideas from one person is plagiarism. To steal from many is research.
  18. 18. Legal & Governance Impact • According to IDC, the size of the eDiscovery industry is expected to reach $21.8 billion in 2011 • “It costs around 20 cents to BUY 1GB of storage, however, it costs around $3,500 to REVIEW 1GB of storage” (AIIM) • Not uncommon for a custodian to have 10 – 50 GB of data • “…organizations paid a low of $750,000, and a high of $31 Million in connection with the breach response. (Privacy Compliance & Data Security) A bartender is just a pharmacist with limited inventory
  19. 19. Reasonable Way to Deal with Dead Data? • Keep the dead daisies forever • Chuck all daisies tomorrow • Have people decide • Have technology decide • Have technology and people decide “There are three kinds of people – Those who can count and those who can‟t.”
  20. 20. 21% 19% 15% 9% 0% 5% 10% 15% 20% 25% What information needs to be retained How information should be retained and disposed of Legal Hold and E-Discovery responsibilities The impact of GRC on them Employee Understanding of Responsibilities "GRC, RIM and E-Discovery: State of the Industry," ©2008, Kahn Consulting, Inc., www.KahnConsultingInc.com Should We Let Employees Manage? 49.7 % of all statistics are made up on the spot.
  21. 21. Building a Defensible Disposition Plan Business Case- Does addressing chunks make sense Road Map- How to attack the chunks Test- How will the process work in real life Document- Memorialize the process Approval- Get signoff from key constituents
  22. 22. Building a Business Case What should CBA include? • Conservative o Storage only • Risks? • Liability? • Employee efficiency? • Litigation costs? • Etc.?
  23. 23. Technology v. Manual Review This work presents evidence supporting the contrary position: that a technology-assisted process, in which only a small fraction of the document collection is ever examined by humans, can yield higher recall and/or precision than an exhaustive manual review process, in which the entire document collection is examined and coded by humans. “Technology-Assisted Review in E-Discovery Can Be More Effective and More Efficient Than Exhaustive Manual Review” Maura R. Grossman, JD., Ph.D. and Gordon V. Cormack, Ph.D. “I don‟t want to achieve immortality through my work, I want to achieve it through not dying.” Woody Allen
  24. 24. What Do Regulators & Courts Think? “Computer-assisted review appears to be better than the available alternatives, and thus should be used in appropriate cases. While this court recognizes that computer-assisted review is not perfect, the Federal Rules of Civil Procedure do not require perfection…counsel no longer have to worry about being the “first” or “guinea pig” for judicial acceptance of computer assisted review. - Judge Andrew Peck , Moore v. Publicis Groupe, February 22, 2012 I used to be indecisive. Now I‟m not sure.
  25. 25. “If 2012 was the year of predictive coding or technology- assisted review, 2013 and ‟14 seems to be the year of information governance.… it really would be helpful if systems were in place to get rid of the junk. Get rid of the „what time are we going to lunch‟ emails that nobody bothers to delete, because that would help reduce the effort and cost of discovery whenever it‟s needed.” - Judge Andrew Peck , Legal Tech NY, January 2013 What Do Regulators & Courts Think?
  26. 26. Places & Time to Start • Places o Back-up, Legacy systems, email, shared drive • Time o Data migration, system retirement, new implementation War does not determine who is right – only who is left. According to Gartner, Cloud Services will be $102 billion in 2012
  27. 27. Rules to live by: 1. Stop keeping everything forever. 2. Clean up the past to gain business efficiency. 3. Keep only what you can access, and be sure you can access what you keep. 4. Create an enterprise – wide information governance team. 5. Strive for reasonableness, not perfection. 6. Policy must come before technology. 7. Don’t expect to totally control your cloud provider. 8. Manage information from creation to disposal using big bucket rules. 9. Automate information management and take the responsibility away from employees. 10. Don’t live in fear of discovery – be prepared with a discovery response plan. The last thing I want to do is hurt you. But it's still on the list.
  28. 28. Conclusions Randolph Kahn rkahn@KahnConsultingInc.com 1. Be serious about the lifecycle 2. Chucking is freeing and valuable 3. Clean up the past 4. Apply rules to all stuff going forward 5. Make simpler rules 6. Leaner is more efficient
  29. 29. • Detail Requirements • Taxonomies • Records Retention Policies • Classification Policies • Content Inventory • Defensible Disposition • Auto Classification Next Steps 29 So let’s start breaking free of debris and chuck those daisies!
  30. 30. Questions? 30
  31. 31. Daily unique content about content management, user experience, portals and other enterprise information technology solutions across a variety of industries Perficient.com/SocialMedia Facebook.com/Perficient Twitter.com/Perficient 31
  32. 32. Contact Us Ed Rawson Tel: 412-203-3314 Email: Ed.Rawson@Perficient.com Randy Kahn P.O. Box 1045 Highland Park, IL 60035 Tel: (847)266-0722 FAX: (847)266-0734 Email: info@kahnconsultinginc.com Perficient Kahn Consulting
  33. 33. Thank you for your time and attention today. Please visit us at Perficient.com 33
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