e discovery – a new team sport - christian liipfert
DESCRIPTION
November 2009 AIIM Southwest Chapter; An version with audio is on my website at www.LiipfertConsulting.comTRANSCRIPT
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eDiscovery – a new team sport
AIIM Southwest Chapter Meeting
November 12, 2009
Christian Liipfert
Creative Commons US Attribution Non-Commercial Share Alike License 3.0 Unported
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Christian Liipfert 12 November 2009 2
Expectations
Implications of eDiscovery for Legal, IT and RM
Special challenges in geographically dispersed organizations
Evolving challenges of new technologies
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Christian Liipfert 12 November 2009 4
Part of the problem – the Timeline
Information created, received, processed, accessed, amended, filed, copied, used, shared, transmitted, stored, reused, misplaced, discarded
Some time ago Discovery processbegins
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Information Management
Documents
Recor
ds
eMai
l
eDocuments
Structured dataVoice mail
Copies
psts
SharePoint
Photographs
Video
Text messages
Models
Backup tapes
Off-site
sto
rage
Information in possession, custody or control
Priv
ilege
d
Confidentia
l
Trade secrets
Personal
HR stuff
Networ
k sh
ares
Exte
rnal
med
ia
IMs
Blogs
Wikis
LinkedInSmart phones
Data warehouses
Home computer
Thumb drivesCCTV
Building access records
MicrofichePDFs
DumpsterRecycle bin
DVDs
CDs
Gmai
l Hot
mai
l
Legacy stuff
eDiscoveryprocesses
Metadat
a
Operations data
Corporate
Finan
cial
s
Projects
TaxMaintenance records
Post-Its™
Contract
s
Vendors
CustomersDrafts
Lunch invites
Calendars
Notional volumes and types
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Christian Liipfert 12 November 2009 7
Implications
The time to get our arms around this was before the information was first created or received
Identify stakeholders Establish processes Train users Monitor compliance Need for a team
approach
Hold orders Forensic collection What do we have, where
do we have it, and how do I find it?
IT Outsourcing Legacy data/applications Orphan data Key word search – is
that enough?
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Christian Liipfert 12 November 2009 8
Who’s on the Team?• Legal• RM• IT
• Compliance• HR• Security• IP• Privacy• Business• Finance• Tax• Audit• User reps• Training reps• Comms folks
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Christian Liipfert 12 November 2009 9
Geographically dispersed
Blocking statutes Privacy laws Agreement v. Contract v. Contrât, etc English v. v. 无名无形 v. ۳ ض٤ Different laws on retention and export of
information Whose rules apply?
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Christian Liipfert 12 November 2009 10
New technologies and challenges
Facebook, LinkedIn, etc. Text messages YouTube Twitter The Cloud MS Office 2010 Evolving search and analytic tools
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Christian Liipfert 12 November 2009 11
Information Management
>eDiscovery >Privacy >Records Management >Document Management >Knowledge Management = Managing corporate information as an
asset
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Christian Liipfert 12 November 2009 12
What’s missing?
Same types of management processes as for cash, people & physical equipment
Governance/Ownership Steering Council
• Membership
• Delegation Policies Training Audit
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Christian Liipfert 12 November 2009 13
Wrap-Up
Implications? Challenges of geographically dispersed? Evolving challenges of new
technologies?
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