If you’re like your peers, you’re anxious to manage your email the right way and are searching for successful solutions. This session provides practical advice on how to incorporate auto-classification into your email management plan and showcases real-world experiences. Attendees will leave with steps for ensuring a manageable solution with a short path to benefit.

2. John P. Frost CRM, FAI

4. Your Current Situation…

5. • Source: ZDNet
• Source: US News

6. • Data volume
doubles every
18-24 months1
• $4M to store 1
Petabyte of data2
• eDiscovery costs
$18,000 per
gigabyte3

7. 13%
17%
22%
26%
22%
3
How much unmanaged
data do you
have in your organization?
More than 1000 TB 500 TB - 1000 TB
100 TB - 500 TB I don't know
Less than 100 TB

10. How it works…
Matching
Categories list and
Relevancies
(Scores)
Auto Classification
Engine
Corpus
(Categorized)
The strategic
value of this
market is
paramount to
ORG
C: 0.97,
B: 0.54,
A: 0.12,
L
The strategic
value of this
market is
paramount to
ORG
Audit
Training
(Teach)
Feedback
C
The core market
for this new
product has been
defined as
such by ORG
A
IP is
essential
A
Legal is
currently
requiring
full approval
B
Engineering
requires clear
requirements
C
Strategy is
Important to
the marketing
team

14. Refine Taxonomy: Goldilocks Approach
• Environmental, Health &
Safety
• Facilities Management
• Finance & Accounting
• Human Resources
• …
• Business Record
TooSimple
Smart
TooComplex
• Environmental, Health & Safety
• Accidents & Injuries
• Enviro Testing & Monitoring
• Hazardous Materials Warnings
• Workplace Safety Testing
• Facilities Management
• Facilities Design & Construction
• Maintenance & Repair
• Finance & Accounting
• Accounting General
• Payables & Receivables
• Premiums Rec’d & Claims Paid
• Banking Acct Setup
• Banking General
• Budgets
• Collections & Bad Debts

15. Eliminate ROT
Volume Relevance
Action
Filter3
Filter2
Filter1
Eliminate the ROT
Remediate PII
Auto-Classify
Records
- Be Aware of Legal Holds!

18. 2020 2019 201820212022 2017
Records Business/User ValuableROT:
Risky
Outdated
Trivial
Test and Optimize

19. Human Oversight
Internal emails declared by sender on SEND
NO ACTION REQUIRED
External email received are auto classified
NO ACTION REQUIRED
External email missed by auto classifier
ACTION REQUIRED < 2% of email

20. Human Oversight Makes Auto
Classification Possible
Level of Effort to TrainLow High
With Without
Level of Effort to TestLow High
With Without
Time to BenefitFast If Ever
With Without

22. • Scan and Capture
• Ongoing Fileshare,
SharePoint, Box, or ECM
Repository Usage
Email Policy
Records Work In Progress Transient

25. John P. Frost CRM, FAI