Considerations: -Rationale -Champions -Stakeholders/Partners -Law Firms -eDiscovery Vendors -Analytics Expertise -Development Capacity -Managed Review Providers -ROI definition -Overall expenditure per average lit -Selection of Litgations & IG application -Technical Considerations -Proactive/Reactive Engines -Engine design -Classification analytics -Manual curation/annotation -IG/eDiscovery Engine Integration -Inputs/Outputs -Resource allocation among stakeholders

1. Gerard J. Britton
Topiary Discovery LLC
Information Governance Alchemy:
Turning A Proactive Data Need &
Litigation Budget Into A Solution
Stack That Works AND Sells

2. Information Governance Drivers
Risk Mitigation
Value of Insight
Cost Reduction

4. When You Ask for Information
Governance Budget?

5. Cost and Complexity

6. Consequence –
No One Really Knows What’s in There

7. And…
… it leaves people who have GRC responsibilities
pulling out their hair.

8. But eDiscovery…
Now, That’s A Different Story

9. With Litigation,
Comes Budget
Over Time,
It Adds Up!

10. However, eDiscovery is
Sporadic and Ad Hoc
= Wasted Budget

11. Predictive Coding Promises Increased Efficiency
• Makes use of analytics
• Reduces review costs
• Provides insight into documents in a litigation
• Produces tags

12. Predictive Coding
Reviewer Iterative Process
Predictive
Coding
Review
Model
Platform
Engine Reviewer
Tags
Information
Intellectual
Property
Training Set

13. Predictive Coding Inefficiencies
Reactive Ephemoral
Presents an Information Governance Opportunity

14. Information Governance Attributes
Proactive Persistent
“Propagatable”

15. Conceptual Information
Governance Schema
Information
Intellectual
Property
Tags

16. IG Classification can be done by:
Manual Annotation (Coding) Automated Annotation (Coding)

17. Commonality
Predictive Coding and Information Governance
both use manual and “machine” methods to:
• identify patterns
• apply information and insight tags

18. Q: Can these two technology enabled architectures be
amalgamated to create a solution that:
• overcomes corporate hesitation
• benefits the legal department
• provides a budget source and
• sets the stage to enable a specific information
governance need?
A: Yes.

19. Conceptual Schematic of a Combined System

20. A Snapshot of a Document’s Life in This System:
Document
Document
Content
Applied
Tags
Predictive
Coding
Model
Engine

21. How to Contemplate the proposal
1. Identify stakeholders
2. Identify litigation subset
3. Identify information governance application
4. Identify champion(s)
5. Identify desired business partners
6. Formulate business plan
7. Make proposal

22. Stakeholders/Partners
Client
eDiscovery Vendor
Managed Review Vendor Law Firms

23. Identify Champions
– GC, CFO, CIO, Compliance?
Identify Desired Business Partners
– Relationship vendors
• Adaptability
• Expertise
• R&D amenability

24. Litigation Portfolio subset selection
– Most common area of litigation in the company?
Information Governance application selection
– Low hanging fruit?

25. Formulate Business Plan
– Vendor concessions
– Law Firm/Managed Review adaptability
– GC ediscovery multi-year budget analysis
– Contractual Issues
– Intellectual property issues
– ROI Specifics

26. Elevator Proposal
• An Information Governance platform for ediscovery
data and ediscovery tasks alone
• Improving ediscovery cost/performance profile
• Subsidized by ediscovery budget
• But designed to also provide tags to help solve a pre-determined
information governance need

27. Considerations
• Rationale
– Champions
• Stakeholders/Partners
– Law Firms
– eDiscovery Vendors
• Analytics Expertise
• Development Capacity
– Managed Review Providers
• ROI definition
– Overall expenditure per average lit
• Selection of Litgations & IG application
• Technical Considerations
– Proactive/Reactive Engines
– Engine design
• Classification analytics
• Manual curation/annotation
– IG/eDiscovery Engine Integration
– Inputs/Outputs
• Resource allocation among
stakeholders

28. Gerard Britton
Topiary Discovery LLC
@TopiaryeDisc
gbritton@topiarydiscovery.com
www.topiarydiscovery.com