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Dealing with ROT - Email Management
using Oracle WebCenter Content Records
              Management

           Session ID# 724
             Raoul Miller
Agenda
• Typical Email Strategies – do they
  work?

• What do we mean “Efficient Email
  Strategy?”

• How would such a strategy look and
  work?
Typical Email Strategies


Keep
Everything
Typical Email Strategies




Quotas
Typical Email Strategies



Do Nothing
Typical Email Strategies


Delete
Everything
An “Efficient Email Strategy”
     What do we mean?




1.Proper retention
An “Efficient Email Strategy”
      What do we mean?


2.Keep storage footprint
   to a minimum
An “Efficient Email Strategy”
    What do we mean?

3.Easy User
  Experience to
  ensure high
  adoption
An “Efficient Email Strategy”
          Principles


  Not all email should
  be treated equally!
An “Efficient Email Strategy”
          Principles


  Not having a defined
  policy is a ticking
  time bomb               $$$
                           $
Have you had
    an eDiscovery bill…


Over $500,000?

Over $1 Million?

Over $5 Million?
Have you had
an eDiscovery bill…
Fabrice
   Tourre,
  Goldman
  Sachs –
source: Getty
Projected information growth, 2009-2020




                                             $3,000,000
                                            Avg. cost to collect, cull and
                                            review information per legal
                                                        case
                                              Source: Litigation Cost Survey of Major
                                              Companies, 2010 (from Conference on
           2009       2020                    Civil Ligitation, Duke Law School, May
  Source: IDC Digital Universe Study, May     2010).
  2010
An “Efficient Email Strategy”
            Principles

Be sure you address both:

   Back end infrastructure

   User experience
The Classification Riddle




Percent of business    Percent of Email
communication done    that qualifies as a
     via email              record
Reduce Transient Email
              “The Zone Approach”
Transient – Should Delete! – Auto Dispose – short retention

Working Content – Can be kept – make it easy – Long retention

Records – Must be kept – Proper Retention & Governance – Disposed by
                 Oracle WebCenter Content Records
Automatic Disposition

•   ROT: Redundant, Outdated or Trivial
•   95% of all email is not accessed after 60 days
•   Operational risk and litigation exposure if retained
•   IT storage and management costs, being outpaced by
    explosive growth in data volumes
With Email Manager for Oracle:
•   Requires NO user action!
•   Automatically, defensibly disposed based on your policies
Proper Retention and Governance
        of Email Record Content
•   Important for legal, regulatory or corporate policy reasons
•   Must be kept; retention and disposition varies
•   Centrally managed by the organization as Records
With Email Manager for Oracle:
•   SmartAssistTM auto classifies emails with human oversight
•   Users apply classification with a mouse click
    •   SmartAssist™ makes it simpler and more accurate
•   It’s easy – really!
Improve the User Experience
•   Active content important to users
•   Comprised of business and personal content
•   Arranged in the manner they work: filers and pilers, sweepers
    and keepers
•   May evolve to ROT or records
With Email Manager for Oracle:
•   Self-managed the way each user works, with…
•   Configurable size and space policies for improved IT
    management
Can You Do This?

Now you know what a good email
   policy should look like, can this
   be done with               ??


             YES!
Solution Demo
Solution Process Flow
                                     Category
   User                               Sync
Experience

                             MS
                          Exchange



               Set                              Records
             Category                           File Plan
             Metadat                              Data
                a




                        Archive/
                         Stub
Case Study



•Global manufacturer - 80,000 employees
•Phased rollout - ~12,000 mailboxes using IEM
Solution Summary
The only email solution for Oracle WebCenter (URM)

Addresses both user experience and infrastructure
Thank you!
Questions??



Raoul Miller
  raoul.miller@teaminformatics.com

      @TEAMInformatics
Questions?
Comments?

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Manage Email Records with Oracle WebCenter Content

  • 1. Dealing with ROT - Email Management using Oracle WebCenter Content Records Management Session ID# 724 Raoul Miller
  • 2. Agenda • Typical Email Strategies – do they work? • What do we mean “Efficient Email Strategy?” • How would such a strategy look and work?
  • 7. An “Efficient Email Strategy” What do we mean? 1.Proper retention
  • 8. An “Efficient Email Strategy” What do we mean? 2.Keep storage footprint to a minimum
  • 9. An “Efficient Email Strategy” What do we mean? 3.Easy User Experience to ensure high adoption
  • 10. An “Efficient Email Strategy” Principles Not all email should be treated equally!
  • 11. An “Efficient Email Strategy” Principles Not having a defined policy is a ticking time bomb $$$ $
  • 12. Have you had an eDiscovery bill… Over $500,000? Over $1 Million? Over $5 Million?
  • 13. Have you had an eDiscovery bill…
  • 14. Fabrice Tourre, Goldman Sachs – source: Getty
  • 15. Projected information growth, 2009-2020 $3,000,000 Avg. cost to collect, cull and review information per legal case Source: Litigation Cost Survey of Major Companies, 2010 (from Conference on 2009 2020 Civil Ligitation, Duke Law School, May Source: IDC Digital Universe Study, May 2010). 2010
  • 16. An “Efficient Email Strategy” Principles Be sure you address both:  Back end infrastructure  User experience
  • 17. The Classification Riddle Percent of business Percent of Email communication done that qualifies as a via email record
  • 18. Reduce Transient Email “The Zone Approach” Transient – Should Delete! – Auto Dispose – short retention Working Content – Can be kept – make it easy – Long retention Records – Must be kept – Proper Retention & Governance – Disposed by Oracle WebCenter Content Records
  • 19. Automatic Disposition • ROT: Redundant, Outdated or Trivial • 95% of all email is not accessed after 60 days • Operational risk and litigation exposure if retained • IT storage and management costs, being outpaced by explosive growth in data volumes With Email Manager for Oracle: • Requires NO user action! • Automatically, defensibly disposed based on your policies
  • 20. Proper Retention and Governance of Email Record Content • Important for legal, regulatory or corporate policy reasons • Must be kept; retention and disposition varies • Centrally managed by the organization as Records With Email Manager for Oracle: • SmartAssistTM auto classifies emails with human oversight • Users apply classification with a mouse click • SmartAssist™ makes it simpler and more accurate • It’s easy – really!
  • 21. Improve the User Experience • Active content important to users • Comprised of business and personal content • Arranged in the manner they work: filers and pilers, sweepers and keepers • May evolve to ROT or records With Email Manager for Oracle: • Self-managed the way each user works, with… • Configurable size and space policies for improved IT management
  • 22. Can You Do This? Now you know what a good email policy should look like, can this be done with ?? YES!
  • 24. Solution Process Flow Category User Sync Experience MS Exchange Set Records Category File Plan Metadat Data a Archive/ Stub
  • 25. Case Study •Global manufacturer - 80,000 employees •Phased rollout - ~12,000 mailboxes using IEM
  • 26. Solution Summary The only email solution for Oracle WebCenter (URM) Addresses both user experience and infrastructure
  • 27. Thank you! Questions?? Raoul Miller raoul.miller@teaminformatics.com @TEAMInformatics