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To Preserve or Collect
- 1. To Preserve or Collect November 30, 2017
- 2. Disclaimer
- 3. Spoiler Alert - Both! • Preservation + Collection = Better Together • Together they drive the business outcomes we want • Replicable processes • Compliance & defensibility • Cost savings
- 4. The EDRM Relay Race
- 5. The Legal Hold Notification is only the START of this race
- 6. The Custodial Data Funnel
- 7. Preservation
- 8. Preservation Goals • Optimize process • Efficiency • Consistency • Ensure compliance • Defensibility • Auditability • Mitigate risk • Spoliation • Proportionality
- 9. Preservation Types • Manual - “Honor System” • Lowest Cost • Spoliation/human error • Journaling/archiving - “Catch ‘em All” • Most rigorous • Highest cost/overexposure • Cloud repository • Best of both worlds • Technology adoption
- 10. Collection
- 11. Collection Goals • Optimize process • Consistent • Reasonable • Efficient • Targeted • Ensure compliance • Defensibly collected • Audit trail • Minimize cost • Usability
- 12. Collection Methods • Collect Everything • Journaling/archiving • On-prem or cloud storage (or file boxes…) • Very expensive • Targeted Collection • Specific data sources • Custodian Interviews • Date Range • Search Terms
- 13. More than Just a Hold Data Collect Pro + CloudPreserve
- 14. In the Beginning • Legal Hold Pro + Request Tracking • The starting point for defensible preservation and collection • Didn’t mandate full cloud migration • Manual workflows • Legal Hold + • Interviews + • Action Request • = Targeted Preservation & Collection
- 15. So, What’s the Problem? • Not dynamic • Reporting difficulties • Room for human error • Resource intensive
- 16. What We’re Seeing • Preservation & Collection sit at the nexus of Legal & IT • Enable legal to own more of this process • Remove burdens on IT • Shorten time to discovery • Reduce cost
- 17. Bridging the Divide • Legal Hold Pro + Data Collect Pro + Cloud Preserve • Notification, Preservation and Collection, together • Preservations applied at time of hold issuance • Action Requests for collections • Automated collections • Targeted manual collections
- 18. Software Break!
- 19. I’ve Preserved & Collected Now what…?
- 20. It’s YOUR Data • DCP stores collected data • Send to your discovery application • Integrate with DDP and accomplish all of the above
- 21. Digital Discovery Pro • Integrate directly with Data Collect Pro • Automatically push collections • Modern data management • Isolate your collections • On-demand productions and exports • In-house review/ECA
- 22. Software Break!
- 23. Questions?
- 24. Wrapping Up To be distributed: • Recording of webinar • Copy of presentation slide deck • Links to: • Register for the Corporate E-Discovery Hero Awards • Register for the New York User Group Follow-up from CSM: • You’ll receive an email from your CSM connecting to discuss any questions you have regarding today’s presentation
- 25. Thank You!