Industry experts share their insights on how best to reduce privacy risk and automate compliance requirements for content and files.

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PRIVACY-AWARE GOVERNANCE
DISCOVERING AND MANAGING
SENSITIVE INFORMATION ACROSS
SHARED DRIVES & CONTENTS SYSTEMS

2. TODAY’S SPEAKERS
Greg Wilson
Director of Content Strategies,
ASG Technologies
Ryan McVeigh
Managing Partner,
Zia Consulting

3. © 2020 ASG
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© 2019 ASG
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• Project Drivers
• Project Spotlight
• Benefits
• Differentiators
AGENDA

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What is
Privacy Aware Governance?
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Challenge to Discover,
Classify, Correlate PI
Unstructured Content Not
Properly Identified/Managed
Inability to take action on
identified records with PI
Leverage Machine Learning
Shared Drives, Content Repositories &
Collaborative Systems
Automation across the entire Governance
process
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PROJECT DRIVERS | PRIVACY-AWARE GOVERNANCE

6. • Where best to start on reducing privacy
risk?
• Should scale be a concern for discovery
and classification?
DISCOVER, CLASSIFY,
AND CORRELATE PI
CHALLENGE:
Scanning, identifying, and taking action on
PI residing in multiple locations

7. DATA MANAGEMENT
SOLUTION #1:
• File Analysis, Insight and Intelligence
• Better Classification with Machine Learning
o Neural Networks
o Correlation, enrichment and proximity
o Regular expressions (RegEx) and patterns

8. © 2019 ASG
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© 2019 ASG
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© 2019 ASG
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• What are biggest challenges to overcome?
• What are the most important steps to protect and take
action on regulated data?
• What are key governance functions to automate first and
why?
UNSTRUCTURED CONTENT
NOT PROPERLY
IDENTIFIED/MANAGED
CHALLENGE:
Scanning, classifying and governing Sensitive
Information documents from SharePoint/O365/Box
Common Myth: Microsoft can fully address privacy protection
for records on SharePoint, Office 365, OneDrive and Box

9. DE-RISKING DARK DATA
SOLUTION #2:
• SharePoint & M365 Data in
Context with Enterprise Data
CATALOG
• Personal, Sensitive, Regulated and
Dark Data
• Vulnerable and over-permissioned
data
IDENTIFY
• By Policy and Type
– Personal, Sensitive and
Regulated Data
CLASSIFY

10. • How to know what data requires action?
• How to scale discovery and classification
to identify PI and sensitive data?
• How much of the governance process can
be automated for SI & PII documents?
INABILITY TO TAKE
ACTION ON IDENTIFIED
RECORDS WITH PI
CHALLENGE:
Migration, legal holds, redaction and
disposition policies based on file insights

11. CLEAN UP YOUR DATA
AUTOMATING ACTION
BASED ON CLASSIFICATION
SOLUTION #3
REDUCE RISK
CONTINUAL RETENTION & QUALITY
• Minimize duplicate and redundant data
• Fix data quality issues
• Align policy and tagging
• Consistently monitor on-prem & cloud
• Ongoing management of data retention
policies
• Improve data quality

12. THANK YOUTHANK YOU
• Multi-National Organization
• 7,000+ Financial Advisors
• Fortune 400
Leading Investment Bank
& Financial Services
Company
• North America
• 650 Travel Centers
• $21b in Revenue
Pilot Flying J
Travel Centers
CUSTOMER SPOTLIGHTS

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IDENTIFY / CLASSIFY / CONNECT
SENSITIVE INFORMATION
PROJECT SPOTLIGHT | PRIVACY-AWARE GOVERNANCE
Shared Drives
SharePoint
Microsoft 365
OneDrive
Mobius
Structured
Data Sources

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IDENTIFY / CLASSIFY / CONNECT
SENSITIVE INFORMATION
PROJECT SPOTLIGHT | PRIVACY-AWARE GOVERNANCE
Shared Drives
SharePoint
Microsoft 365
OneDrive
Mobius
Structured
Data Sources

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IDENTIFY / CLASSIFY / CONNECT
SENSITIVE INFORMATION
PROJECT SPOTLIGHT | PRIVACY-AWARE GOVERNANCE
Shared Drives
SharePoint
Microsoft 365
OneDrive
Mobius
Structured
Data Sources
eDiscovery
Discover
Duplicate &
Redundant
Continuous
Mgmt
Correlate
Shared Drives
SharePoint
Microsoft 365
OneDrive
Mobius
Structured
Data Sources

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IDENTIFY / CLASSIFY / CONNECT
SENSITIVE INFORMATION
PROJECT SPOTLIGHT | PRIVACY-AWARE GOVERNANCE
Shared Drives
SharePoint
Microsoft 365
OneDrive
Mobius
Structured
Data Sources
eDiscovery
Discover
Visualize
Benefit &
Use
Personal
Information
Report
Correlate
Shared Drives
SharePoint
Microsoft 365
OneDrive
Mobius
Structured
Data Sources
Duplicate &
Redundant
Continuous
Mgmt

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TAKE ACTION
SENSITIVE INFORMATION
IDENTIFY / CLASSIFY / CONNECT
SENSITIVE INFORMATION
PROJECT SPOTLIGHT | PRIVACY-AWARE GOVERNANCE
Shared Drives
SharePoint
Microsoft 365
OneDrive
Mobius
Structured
Data Sources
eDiscovery Action
Discover
Destroy
Records
Visualize
Benefit &
Use
Personal
Information
Report
Correlate
Migrate
Flagged
Documents
No Action
Duplicate &
Redundant
Continuous
Mgmt
Shared Drives
SharePoint
Microsoft 365
OneDrive
Mobius
Structured
Data Sources
Shared Drives
SharePoint
Microsoft 365
OneDrive
Mobius
Structured
Data Sources

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TAKE ACTION
SENSITIVE INFORMATION
IDENTIFY / CLASSIFY / CONNECT
SENSITIVE INFORMATION
PROJECT SPOTLIGHT | PRIVACY-AWARE GOVERNANCE
Shared Drives
SharePoint
Microsoft 365
OneDrive
Mobius
Structured
Data Sources
eDiscovery GovernanceAction
Discover
Redaction
RM
Workflow
Encryption
Visualize
Benefit &
Use
Personal
Information
Report
Correlate
Duplicate &
Redundant
Continuous
Mgmt
Shared Drives
SharePoint
Microsoft 365
OneDrive
Mobius
Structured
Data Sources
Shared Drives
SharePoint
Microsoft 365
OneDrive
Mobius
Structured
Data Sources
Destroy
Records
Migrate
Flagged
Documents
No Action

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TAKE ACTION
SENSITIVE INFORMATION
IDENTIFY / CLASSIFY / CONNECT
SENSITIVE INFORMATION
PROJECT SPOTLIGHT | PRIVACY-AWARE GOVERNANCE
Shared Drives
SharePoint
Microsoft 365
OneDrive
Mobius
Structured
Data Sources
eDiscovery Governance
Image Capture
Action
Discover
Classification
Redaction
Full-Text OCR
Visualize
Benefit &
Use
Personal
Information
Report
Correlate
Redaction
RM
Workflow
Encryption
Duplicate &
Redundant
Continuous
Mgmt
Shared Drives
SharePoint
Microsoft 365
OneDrive
Mobius
Structured
Data Sources
Shared Drives
SharePoint
Microsoft 365
OneDrive
Mobius
Structured
Data Sources
Destroy
Records
Migrate
Flagged
Documents
No Action

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• 60% cost reduction in handling customer removal
requests
• 50% reduction in manual efforts related to Legal
Hold and Retention processes
• Fully automated Redaction Process
TARGET BENEFITS
Project Details:
Quantifiable and projected results that prioritized
this Governance Project for Client

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• End-to-End Auditing
• From Discovery to Access & Disposition
• Scale for Discovery & Classification
• Unified View across Disparate Systems
• Automate Manual Governance Steps
• Migration to Cloud (future state)
• On-Premise files shares to Cloud Services
• Classification-driven policies and rules
KEY DIFFERENTIATORS
Project Details:
Why Client selected ASG-Mobius over other
solutions for this Governance Project

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ABOUT ZIA CONSULTING
Our mission is to provide
ECM planning, design,
implementation, and
support services
Award-winning, platinum
system integrator of
multiple technologies
Zia is building the
connector supporting the
use cases around Mobius
Zia has the in-depth
experience to help
organizations address their
needs around PI and
governance

23. © 2020 ASG
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© 2019 ASG
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Founded in 1981 in
Naples, Florida.
Our Mission is to
provide Information
Management that
unifies your
enterprise’s diverse
needs & topology.
Dependable, high-
performance and
flexible solutions to
meet today’s modern
challenges.
70% of Fortune 500
run ASG software
solutions.
ASG TECHNOLOGIES

24. THANK YOUTHANK YOU
QUESTIONS

25. THANK YOUTHANK YOU

26. THANK YOUTHANK YOUAPPENDIX