Buildingi SharePoint eDiscovery Presentation to Seattle Tri-Cities ARMA Chapters

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This presentation reviews the eDiscovery offering from Microsoft and outlines "What is in it for you?" (the enterprise customer).

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Buildingi SharePoint eDiscovery Presentation to Seattle Tri-Cities ARMA Chapters

  1. 1. eDiscovery in SharePoint 2013 What’s In It for You? Presented by Buildingi ARMA Tri-Chapter Seminar Seattle, WA May 30th, 2013
  2. 2. Introductions and Buildingi Overview Julie Weston, Managing Director  julie.weston@buildingi.com David Brandt, Senior Solutions Engineer  david.brandt@buildingi.com Buildingi • • • • Serving clients since 1994 75 employees Deep expertise in SharePoint and Office 365 Locations in Bellevue, Atlanta, Washington DC and Costa Rica
  3. 3. The eDiscovery Process Create and Manage Identify and Hold Search and Export Review Produce
  4. 4. A Successful eDiscovery Solution Will… • Respond quickly and accurately to litigation threats • Discover records quickly while filtering extra information • Balance review costs with the danger of delivering privileged content • Comply with legal discovery requirements • Be simple and intuitive for users
  5. 5. Few Solutions Are Succeeding • Only 12% of records managers are “Very Confident” in their current systems (ARMA and Forrester Research) • Results of inefficiencies or ineffectiveness of organizations’ document-driven business practices (IDC Report): • Paid financial settlement of $50k or more 15% • Suffered major IT security breach 17% • Got pulled into a major audit 24%
  6. 6. eDiscovery in SharePoint • Have you tried or had trouble implementing eDiscovery in SharePoint 2010? • SharePoint 2013 and its eDiscovery Center represent a significant step forward • • • • Case site template is very user friendly Identify, hold, search and export content In place holds for SharePoint, Exchange and Lync Placing holds takes minutes, not days
  7. 7. SharePoint 2013 In Action In this demo, we will… • Create a case • Discover records and in-place holds • Report on our hold • Generate discovery deliverables
  8. 8. What does SharePoint do for eDiscovery? SharePoint 2013 Create and Manage Identify and Hold Search and Export Review Produce
  9. 9. What does SharePoint do for eDiscovery? Create and Manage • • • • Identify and Hold Search and Export Enterprise Content Management Enterprise search across content repositories Metadata and tagging in SharePoint libraries eDiscovery Center—centralized case creation and management
  10. 10. What does SharePoint do for eDiscovery? Create and Manage Identify and Hold Search and Export • Identify Content Repositories—SharePoint sites, mailboxes and crawled content • Filter content based on properties, like dates and authors • In-place holds across SharePoint and Exchange
  11. 11. What does SharePoint do for eDiscovery? Create and Manage • • • • • Identify and Hold Search and Export Perform custom queries of identified content sources Review query statistics Preview query content Export query content Export reports on query discovery, content and other key information
  12. 12. What can SharePoint Discover and Hold? Files and Documents Database or application data Email (Exchange) SharePoint IMs, Texts (Lync) Social Media 0% 10% 20% 30% 40% 50% 60% 70% 80%
  13. 13. What can’t SharePoint 2013 do? SharePoint 2013 isn’t an end-to-end eDiscovery solution: • Some content sources cannot be held-in-place: • File Shares • Enterprise systems other than SharePoint • Litigation hold notifications require 3rd party solutions or custom development • Discovered records still require a legal review solution outside of SharePoint before they can be produced
  14. 14. Our conclusions on SharePoint 2013 for eDiscovery • Easy to pilot • Integrated with existing technologies and may not require separate investment • Centrally managed with simple interface, powerful delivery system • Flexible • Supports in-place holds across multiple systems • Fast • Implement a robust eDiscovery system in days and weeks with a platform already available to you • Move from creating a case to reporting on held content in minutes
  15. 15. eDiscovery Center Demo During the May 30 breakout session, David Brandt walked attendees through a live demo of the eDiscovery Center. The following slides are static screen shots of the demo.
  16. 16. eDiscovery Center • SharePoint 2013 eDiscovery can span spaces and also span products • SharePoint, Lync, and Exchange work together to make the right data discoverable for the right people at the right time • Create a new case • Navigate to an existing case
  17. 17. eDiscovery Center: Create new case • Enter case title, description and other necessary information
  18. 18. Case Site: Northwind Traders • Create and Access eDiscovery Sets • Monitor Hold Statuses • Create and Access Queries • Monitor Export Statuses
  19. 19. Identify and Hold: New eDiscovery Set
  20. 20. Identify and Hold: Add and Manage Sources
  21. 21. Identify and Hold: Northwind Hold
  22. 22. Identify and Hold: Preview Results
  23. 23. Identify and Hold: Preview Results
  24. 24. Search and Export: Northwind Audit
  25. 25. Search and Export: Northwind Audit (cont.)
  26. 26. Search and Export: Northwind Audit Export Documents
  27. 27. Search and Export: Northwind Audit Export Reports
  28. 28. Q&A Thank you for your time!

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