2010Where bright ideas become brilliant solutions.

inFusion10 EXTERRO CLIENT CONFERENCE

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CONTENTSTHIS IS YOUR SHOW

Thank you for joining us at inFusion ’10, Exterro’s first annual user conference!

When we began planning for inFusion last year, we, like you, saw the writing on the wall: increased regulation and sanctions for litigatory missteps, budget cuts, reports heralding the breakdown in communications between IT and legal, not to mention a collective tightening of purse strings. But we also know that today is the most exciting time EVER for the legal industry. The maelstrom of disparate processes involved in litigation today can create chaos; the “do more with less” edict can create pressure; but these can also create opportunities for people like us – after all, it’s our job to fix these problems, streamline these processes, and provide the leadership that delivers value to our organizations.

People with the ability to communicate with both IT and legal are worth their weight in gold. Sound familiar? That’s you. Who among you hasn’t had to explain a complicated IT process to a bewildered attorney, or translate legalese into a cut-and-dried work order for a collections project? Your very viability hinges on completely staying at the leading edge of developments and trends in your field.

As always, we extend a warm welcome to all our colleagues in the industry who share our passion for striving for excellence in legal process management. inFusion is your conference, let’s make it shine!

Sincerly,

Bobby BalachandranPresident & CEO, Exterro

exterro

CONTENTSA Focus on You!

At Exterro, we set customer-focused priorities for the future. and strive to

demonstrate our commitment to enhancing Fusion applications and

bringing new solutions to the market to further its clients’ successes, now

and in the future.

We want to hear from you, any way we can.

Free wireless!

The conference center is set up for wireless internet acces at NO CHARGE to

conference attendees. You can use this connection in your rooms, as well.

A Message from Bobby

Connect With Us

Monday Keynote: Where Bright Ideas Become Brilliant Solutions

Tuesday Keynote: Navigating the Future: Fusion’s Roadmap to Success

Schedule and Room Assignments

Venue Maps

It’s the Year of Delivering (and Creating) Value

Sessions and Descriptions

@exterro

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inFusion10

Monday Keynote

9:00 AMFusion 4: Where Bright Ideas Become Brilliant Solutions

Bobby Balachandran | President and CEO

Cascade Locks Room A

Exterro is known nationally as THE leading provider of software solutions for legal

governance, risk and compliance process management. But is it the technology that

keeps legal teams coming back for innovative ways to solve their complex pain points?

We think that’s only part of the solution. So how does Exterro do it? Through

partnerships with YOU, we develop a deep understanding of your challenges, and work

with innovative thought leaders in the industry to create solutions that solve your

real-world problems.

In this keynote, Bobby Balachandran, President and CEO of Exterro, will give you a

behind-the-curtain glimpse at the Exterro approach to rapidly delivering value, proven

defensibility, and enabling intelligent, quick decision-making by legal and IT teams. He

will unveil how the latest Exterro innovation, Fusion 4, will allow you to up-level your

litigation strategy and bring real value for your departments, boards and companies.

AMTuesday Keynote

9:00 AMNavigating the Future: Fusion’s Roadmap to Success

Bobby Balachandran | President and CEO

Cascade Locks Room A

At Exterro, we look at our clients’ success to determine if we’ve hit our mark, and set

customer-focused priorities for the future. With Fusion 4, Exterro is demonstrating its

commitment to enhancing existing Fusion applications and delivering innovative new

solutions to the market to further our clients’ successes, both now and in the future. In

this session, Bobby Balachandran will outline Exterro’s plans for the future and discuss

how clients are deriving significant value by taking active roles in roadmapping with

Exterro. He’ll cover Exterro’s partner strategy, research and development goals and

objectives, and unveil upcoming client services. You’ll get a glimpse into upcoming

releases, and learn how you can be a part of the future of legal technology.

inFusion10 Monday, September 13

8:30amCascade Locks Room A

9am - 10am Cascade Locks Room A

10:15 - 11:30am Cascade Locks Room A

11:30 – 1:00pmCascade Locks Room B 1:15 - 2:15pmCascade Locks Room A

2:30 - 3:45pm Jefferson Room

Washington Room

4:00 - 5:00pm Cascade Locks Room A

Tuesday, September 14

8:30am Cascade Locks Room A

9am – 10:15amCascade Locks Room A

10:30 - 11:45amCascade Locks Room A

12:00 - 1:00pmGarden Patio

1:15 – 2:30pm Washington Room

Jefferson Room

6:30-9:00pmColumbia River Sternwheeler

Continental Breakfast

Keynote Session Fusion 4: Where Bright Ideas Become Brilliant Solutions

Morning Session:Implementing Fusion in a Multidimensional Enterprise

Lunch and Learn Demo Symposium  General SessionFocus Group: Exterro Feedback Session

Afternoon Breakout SessionsChaos Theory: Bringing Order to the Litigation Lifecycle

A Data Map with a View: Meeting the 99 Day Window

Afternoon Session: Fusion Power Users: Best Practices for Using Fusion

Continental Breakfast

Keynote SessionNavigating the Future: Fusion’s Roadmap to Success

Morning SessionBuilding a Superstructure: Tips and Tricks for Implementing Fusion in your Enterprise Environment

Lunch

Afternoon Breakout SessionsMission Control: Creating a Single Point of Management ThroughData Integrations and Migrations

IT is from Mars, Legal is from Venus: Improving Collaboration and Communication Between Departments

Columbia River Sternwheeler Cruise and Dinner Event *

*Shuttle to Columbia River Sternwheeler leaving from Skamania at 5:30 pm

MAPSLOWER LEVEL

UPPER LEVEL

Shuttle to Columbia River Sternwheeler leaving from Skamania at 5:30 pm

*Cascade Locks Ballroom A

Conference Hall

*Jefferson Meeting Room

Breakout Session

*Cascade Locks Ballroom B

Lunch & Learn

*Washington Meeting Room

Breakout Session

inFusion10It’s the Year of Delivering (and Creating) Value

Exterro, Inc. is the recognized leader for legal governance, risk management and compliance software solutions. Exterro’s solutions enable legal teams to control risks, reduce costs, enforce compliance and streamline processes by tightening collaboration between outside counsel, in-house legal teams, cross-platform business units, service providers and resources. Exterro pioneered e-discovery workflow management technology, and continues to expand its innovative Fusion suite of applications – Genome, Legal Hold, Discovery Work-flow Management and Cloud Legal Hold. The complete Fusion platform provides an end-to-end risk assessment and information management solution. Regardless of industry or system environment, Fusion integrates seamlessly with existing business processes and enterprise systems. Exterro solutions assure regulatory compliance and create sustainable ROI.

exterro

Morning Session10:15 AMImplementing Fusion in a Multidimensional EnterpriseCascade Locks Room A

More and more enterprises are looking to insource at least part of the e-discovery function, especially records management, identification, preservation and collection of electronic files. Properly implemented discovery software can yield significant cost savings, both for IT departments and attorney time. Often, clients report that the payback period for an e-discovery investment is very short, on the order of three to six months after implementation.

Minimizing the time-to-value by shortening the timeframe for a complex integration will help enterprises reap the benefits of their investment in shorter timeframes and free up resources and reduce expenses that would otherwise be required to complete the implementation process. This session will outline how UTC and Exterro partnered closely with Exterro and its business units to provide a comprehensive, effective implementation model that worked for UTC’s unique, complex business, IT and legal environments.Nancy Mailhot, IT Project Lead, United Technologies CorporationDavid Hartmann, Director of Client Success, Exterro, Inc.Suresh Nalla, Director of Client Solutions, Exterro, Inc.

Where bright ideas become brilliant solutions.

inFusion10

Lunch & Learn

11:30-1:00 PM

Demo Symposium

Cascade Locks Room B

This lunch event will offer attendees a chance to get their hands on the new Fusion 4

suite of solutions and learn all about the new features and benefits that will be included

in the upgrade.

This will include an overview of the new and improved features and functionality

of the Discovery Workflow Module, the Genome dynamic data mapping module,

Legal Hold and the new standalone Interview Module, as well as an explanation of

the potential benefits for your organization by upgrading to the Fusion 4 release.

Each new or significantly enhanced module will have its own demo station hosted by

our product experts, so you can get an in-depth look at each one:

• Mandana Salehi - Fusion 4 Legal Hold

• Jeremy Montz - Fusion 4 Discovery Workflow Management

• Ambica Sogal - Fusion Genome: Dynamic Data Mapping 2.0

• Lanie Nguyen - Fusion 4 Interview Module

• Suresh Nalla - Fusion Integration Hub

PMGeneral Session

1:15-2:15 PM

Focus Group: Exterro Feedback Session

Cascade Locks Room A

Ever wanted to help shape the future of Fusion? Now’s your chance. In this

structured focus group interview session, you’ll have had a chance to kick the

tires of Fusion 4 and have first dibs at providing feedback and discussing new

features.

This will be a facilitated group discussion in which a series of questions will be asked

of the group. You’ll be encouraged to express view, identify needs, state expectations

and give us your impressions of Fusion 4.

Exterro product managers will use this feedback to gain a deeper understanding of

user needs and business processes, and will take lessons learned back to the

engineering labs to shape subsequent Fusion releases.

Facilitated By:

Shashi Angadi, Executive Vice President, Technology

Jim FitzGerald, Director of Product Marketing and Management

Sarah Brown, Corporate Communications Manager

BREAKOUT SESSIONS2:30-3:45 PMChaos Theory: Bringing Order to the Litigation LifecycleJefferson Room

Litigation lifecycle management can streamline e-discovery projects and give greater control over legal processes. By fundamentally re-engineering their approach for a new age of legal strategy, rather than treating litigation as a series of one-off events, innovative companies are establishing a framework that recognize the inevitability of extended legal action.

Companies are implementing best practices and technology solutions that automate the ad-hoc approach used today by legal, IT and resource teams to deliver a streamlined, collaborative process around all e-discovery activities, from matter, issue and cost management to discovery history and business intelligence reporting. By building corporate infrastructure to support litigation management, companies are minimizing risk and imposing expense control.

To demonstrate this emerging shift in thinking, experts from inside and outside counsel will discuss the art of managing each segment of the e-discovery lifecycle from preparation, discovery and review to production and the eventual archiving of information. Kevin Nozaki, Senior Manager, E-Discovery Program, Walt Disney CompanyRandal Giourard, Manager of Automated Legal Services, Haynes and Boone, LLPBennett Borden, Chair, E-Discovery and Info. Governance Practice Group, Williams Mullen Jeremy Montz, Product Manager, Exterro, Inc.

exterro

BREAKOUT SESSIONS2:30-3:45 PMA Data Map with a View: Meeting the 99 Day WindowWashington Room

The Federal Rules of Civil Procedure amendments have dramatically accelerated the overall litigation schedule. With more to do in less time, all parties to litigation must take a substantially more proactive stance when it comes to discovery planning and litigation triage. Litigants must be able to map the location of both paper and electronic data to meet legal requirements. It’s critical to understand the implications of these requirements and how to satisfy them in a timely and cost-effective manner. Even worse, policies and procedures for the proper handling of electronic evidence – including proof of a secure chain of custody - involve complex data collection techniques that are difficult to master. The keys to effective preparation include having a detailed data map and real time ESI indexing tools in place at the onset of litigation. This foundation greatly simplifies the effort and cost of complex litigation. In this session, speakers will discuss: • Key considerations when building a data map • A real-life case study about planning, building and using a data map • What to include in a well documented data map • Steps to building an defensible ESI data mapBruce Phillips, Chief Information Security Officer, Fidelity National FinancialCharles Skamser, CEO, E-Discovery Solutions GroupBob Rohlf, Esq., E-Discovery Strategist, Exterro, Inc.

inFusion10

Afternoon Session

4:00-5:00 PMFusion Power Users: Best Practices for Using Fusion

Jeremy Montz | Product Specialist, Exterro, Inc.

Cascade Locks Room A

You’ll come away from this session equipped with the tips, tricks, knowledge and strategic

expertise you need to create, enrich and effectively utilize the skills of your Fusion Power

Users. Learn to identify the right personas and assign roles and responsibilities, properly

support them to maximize cross-functional benefits, and get a glimpse into Fusion 4’s

advanced features. You’ll also learn about new support initiatives offered to Exterro’s users.

You’ll learn about advanced functionality for:

• Enhanced Reporting Toolbar

• Notification Matrix

• Interviewing capabilities

• Search and Scope

• Specification Libraries

Morning Session10:30-11:45 AM

Building a Superstructure: Tips and Tricks for Implementing

Fusion in your Enterprise Environment

Cascade Locks Room A

Cross-functional collaboration and tight project management is a critical success factors

for any enterprise software initiative. This is particularly apt for the implementation of

software affecting a business process as complex as electronic discovery. Organizations

have a lot to consider, including their existing business processes, legacy IT systems, user

acceptance, the maturity of their information management policies and systems,

compliance enforcement mechanisms and overall organizational complexity.

In this session, speakers will discuss tips and tricks for successfully implementing

Fusion software, including:

• Aligning software functionality with business needs

• Setting implementation expectations and determining performance metrics

• Setting an accurate implementation timeline

• Managing implementation resources and project hand-off

By setting realistic expectations and incorporating solid project management techniques,

organizations can realize the immediate benefits of legal process automation provided by

Fusion.

Peter Caradonna, Litigation Technologist, Biogen Idec

David Hartmann, Director of Client Services, Exterro, Inc.

TUESDAY

BREAKOUTAfternoon Breakout

1:15-2:30 PM

Mission Control: Creating a Single Point of Management

through Integrations and Migrations

Washington Room

Most data integration tasks are complex, time consuming, and expensive.

Organizations must analyze existing data, define or refine a data structure, develop a

“crosswalk” to map data between the two, validate all new data, and locate anomalies.

While there are no silver bullets to completing data transfer projects, there are ways

to overcome these challenges. A data migration integration project will enable you

to reduce costs, increase data quality and reduce overlapping information stores.

In this session, key stakeholders and project managers will share successful ways

to manage and complete these complex projects with Fusion, and go over Fusion’s

Integration Hub functionality, as well as explore specific integration offerings,

including Recommind InSite, Symantec EV/DA and Discovery Collector, StoredIQ,

and Clearwell.

Lee Grube, Litigation Support Manager, Fidelity National Financial

Suresh Nalla, Director of Client Solutions, Exterro, Inc.

Shashi Angadi, Executive Vice President, Technology, Exterro, Inc.

PMAfternoon Breakout

1:15-2:30 PM

IT is from Mars, Legal is from Venus: Improving

Collaboration and Communication Between Departments

Jefferson Room

Communication gaps are a persistent problem between IT and legal, and here,

“soft skills” deliver hard results. It’s no secret that IT and legal speak different

languages, but no one is doing paper-only litigation anymore, so legal and IT

working together is simply a fact of life. Clear communication goes a long way

toward getting them to work together and can effectively bridge e-discovery gaps.

Communication issues typically can be categorized into two types: organizational

and personal. Organizational roadblocks can be major structural liabilities to a

company. Legal teams often do not know who within the IT department to ask, or

they don’t ask the right question. Legal must know what systems are in the IT

landscape, what information each has, and who the subject matter expert is.

This session will cover both sides of the communication coin, offering tips and best

practices that, when applied consistently, ensure each constituent receives the

information he or she needs to perform his or her job tasks when it comes to

large-scale, often long-term e-discovery projects.

Lynette Stocker, Litigation Case Manager, Supervalu

Dan Klinger, Senior Manager, Global Information Security, Hershey Company

Kristen Cassell, Legal Administrator, Church & Dwight, Co., Inc.

Ambica Sogal, Business Analyst, Exterro, Inc.

Exterro FusionExterro software is powered by Fusion, an enterprise-scale platform modeled on the EDRM that simplifies technology in a comprehensive platform. Fusion provides a single collaborative framework from which legal, IT and records management teams can work through legal governance, risk and compliance management processes.

“As a client-focused company, we are devoted to prioritizing our clients’ interests. By keeping the lines of communication open and building flexibility into our so-lutions, we are able to better serve and even anticipate our clients’ needs.” –Bobby Balachandran, President and CEO, Exterro

FUSION GENOME delivers an up-to-date, dynamic ESI data map that enables legal and IT teams to analyze data source information and proactively scope case parameters.

FUSION LEGAL HOLD allows clients to send, track and manage defensible legal hold notifications in five easy steps, simplifying the process of creating a legal hold, identifying custodians and data, and issuing notifications.

FUSION DISCOVERY WORKFLOW MANAGEMENT a comprehensive workflow management solution delivers streamlined, collaborative and con-figurable workflows around all e-discovery activities, from matter, issue and cost management to discovery history and business intelligence reporting.

GenomeTM:Dynamic

Data Map 2.0

Legal HoldManagement

Discovery Workflow Management

Exterro Fusion Core Platform

Fusion Security Layer

Fusion Integration Hub

Enterprise Integration Architechture

Fusion Compliance Portal

HR ToolsMatter

Management Tools

E-MailArchive

ToolsFusion Web Archives API

CollectionTools

ReviewTools

ECMTools

HR ToolsCollaboration

FrameworkAudit

LoggingAlerts &

Notifications

Dynamic Workflow

Engine

Fusion Interview Module

See things clearly, and

act decisively.

exterro

TEAM MEMBERSinFusion10 Conference Team MembersConference DirectorGwynne Knowles, Corporate Marketing Manager

ProgrammingSarah Brown, Communications ManagerGwynne Knowles, Corporate Marketing Manager

Chief Communications Sarah Brown, Communications Manager

Chief Creative Lanie Nguyen, GRC Solutions Analyst

BoardBobby Balachandran, President and CEOKarthik Palani, EVP, OperationsAjith Samuel, EVP, Process InnovationJim Fitzgerald, Director of Product Marketing and Management

FacilitatorsAmbica Sogal, Business Analyst Jeremy Montz, Product Specialist David Hartmann, Director of Client SuccessShashi Angadi, EVP, TechnologySuresh Nalla, Director of Client SolutionsMandana Salehi, Sr. Director of Business DevelopmentNatasha Keitges, Client Success SpecialistBob Rohlf, Director of E-Discovery StrategiesLanie Nguyen, GRC Solutions AnalystSarah Brown, Communications ManagerJim Fitzgerald, Director of Product Marketing and Management

Join us virtually!

This year’s conference may be over, but that doesn’t mean you can’t take all the great sessions back to your office to share with your teams. We are thrilled to be able to bring you live webcst of all the happenings and sessions. Join us by signing up for Exterro’s LinkedIn Group, http://tinyurl.com/exterroonlinked, to receive updates on when each session’s webcast will be available to watch. We’ll also be posting pictures and live-streaming webcasts from the conference to www.exterro.com/infusion10.

So please join us virtually for a chance to catch all the sessions you missed, interact with Exterro, and get in on the ground floor of next year’s conference!

CONNECT WITH USEXTERRO.COM: info@exterro.com

Phone: 1-877-EXTERRO (398-3776)Fax: (866) 408-7310

Twitter: www.twitter.com/exterroLinkedIn: http://tinyurl.com/exterroonlinkedin.comFacebook: http://tinyurl.com/exterro

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You can keep up with everyone’s chatter about inFusion 2010 or tag your own tweets with the hashtag #inFusion10.