The presentation describes how the cloud based information governance solution from Fontis International approaches the enterprise market.

1. ENTERPRISE STRATEGY BRIEFING

2. FONTIS IG MISSION
 Provide the highest quality legal research using the
most cost effective research model;
 With the industry's most advanced policy authoring
feature-set;
 That supports enterprise Information Governance
Policy implementations;
 Using modern composite application architecture to
reduce technical risk and accelerate deployments.

3. OUR ROLE WITHIN THE ENTERPRISE
 Provider of legal and regulatory defensibility
 Updated library of high quality legal obligations
 Serves as the basis for the legally defensible retention
schedule
 Maintainer of the golden source master
classification scheme / IG Policy
 Publisher of policy views based on a sub-set of the
golden source

4. OUR VIEWPOINT
 Information Governance in the Global
Enterprise

5. CENTRALIZED VS. DECENTRALIZED
Others Fontis
 Closed loop LHM and  Full-lifecycle policy publishing
Destruction assurance
 Fontis IG Certification for high-
 Many integration points risk repositories of information
 Large horizontal focus dilutes  Narrow focus on policy
policy management capabilities management only
 Greater info security risk due to
 Low info security risk due to
tight content integration
loose coupling with content
 Greater SLA requirements due
 Low SLA requirements due to
to tight content integration
loose coupling with content
 High deployment risk
 Low deployment risk

6. OUR ROLE IN A SERVICE ORIENTED
ARCHITECTURE
 Light weight fully managed service
 Pure-play policy and file plan publishing engine
 Purpose built version control to maintain a
golden sources policy within a complex
heterogeneous environment
 Integrated legal requirements service is the
enabler of defensibility

7. THE CHALLENGES TO DERIVING BUSINESS
VALUE FROM THE RETENTION SCHEDULE
 Traditional records retention schedules only served as policy to
long term out-of-band archival and storage activities
 Modern real-time classification for LHM and Destruction requires
business and IT appropriate interfaces
 Managing of multiple taxonomies in distributed businesses and
geographies
 Assuring that retention periods are enforced and destruction is
orders are carried out
 Greater complexity in identifying where information is located
 Incorporating non-retention lifecycle events in policy e.g. privacy

8. PRODUCT STRATEGY
 Solutions to Information Governance
Challenges

9. Distributed IG Policy publishing and Challenge:
FONTIS SOLUTION:

subscription model makes legally Traditional records
retention
defensible snapshots available in real- schedules only
time served as policy to
long term out-of-
band archival and
 Simple API calls that can be executed storage activities
from any content system within the
enterprise
 API used to build business specific Modern real-time
classification for
views of the IG Policy for business LHM and
Destruction
process supported classification requires business
and IT appropriate
 Flexible report publishing for legacy non- interfaces
subscribing systems
 Web optimized schedule output for
corporate intranet publishing

10. FONTIS SOLUTION:
Challenge:
Managing of
 Multiple taxonomy management multiple
paradigm supports tie-back to legal taxonomies in
distributed
defensibility of IG Policy businesses and
geographies
 Directory Services integration
enables dynamic views by region and
organizational structure
Assuring that
 “Fontis IG Certified” content systems retention periods
are enforced and
maintain minimum integrations to destruction is
assure proper retention and disposal orders are carried
out
 Fontis IG Certification becomes an
application architecture requirement
for all new systems

11.  Data Mapping (ESI) module extends Challenge:
FONTIS SOLUTION:
classification scheme to store location and
Greater complexity
format meta data in identifying
where information
 Rapid light weight implementation in alignment is located
with Fontis design principles
 Fully integrated with dynamic views of
organizational structure
 Extended Rules module currently in design Incorporating non-
phase retention lifecycle
events in policy
e.g. privacy
 Will include support for complete information
lifecycle including non-retention events such as:
 Anonymization of PII metadata
 Declassification
 Storage lifecycle
 Data Privacy (access rights)

12. STRATEGY SUMMARY & INDUSTRY VISION
 Fontis IG products are driven by our architectural
view of heterogeneous connected environments
 Services outside of defensible IG Policy
management would move us away from our
mission
 Multiple IG services will interoperate to deliver an
overall governance framework
 Historical evolution of networks teaches us control
will be decentralized

13. SUPPORTING POINTS TO OUR VISION
 Most non-archival content systems are line of
business specific and cannot/should not defer
lifecycle events to a central master
 International transfer restrictions limit centralization
(even stubbing of metadata) which limits potential
ROI
 Technical complexity and management overhead
limit theoretical storage and discovery ROI
(particularly with structured and semi structured
content)