AIIM webinar sneak peek. Learn how to use autoclassification to improve governance. February 15, 2012.

1. February 15, 2012
Take the Guesswork out of
Information Governance
with Autoclassification
Join us on February 15 at 2:00 pm ET
Here’s a preview of what you’ll hear and learn.
Register today:
http://www.aiim.org/Events/Webinars/20120215-
webinar
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2. Autoclassification/Governance
Auto-Classification to the rescue! Featured speakers from
 These new technologies and techniques Contoural, Inc.:
provide automatic identification, Mark Diamond and Stephen Ludlow
classification, retrieval and, ultimately,
archival and disposal capabilities for Sponsored by:
electronic business records and
transient records according to
governance policies. And, because Open Text
Auto-Classification eliminates the need
for business users to manually identify In association with:
records and apply requisite
classifications, it takes the burden of Kofax and StoreIQ
classification off the end-user. Improved
consistency of classification and better Additional preview, read: A
enforcement of governance rules is the Skeptic Takes a New Look at
result. Autoclassification
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3. Today’s Faculty
Stephen Ludlow
Program Manager, eDiscovery and Information Governance Solutions
Stephen Ludlow leads OpenText’s eDiscovery practice, responsible for leveraging
the capabilities of the Open Text Suite of compliance applications to create solutions
that reduce customers’ eDiscovery costs and risks. He is also responsible for
bringing eDiscovery applications to market that specifically address enterprise
requirements to in-source eDiscovery activities.
Prior to leading OpenText’s eDiscovery practice, Mr. Ludlow managed Open Text’s
Risk Management and Compliance application, working with Fortune 500
companies to deploy enterprise solutions for Internal Controls and Sarbanes Oxley
compliance.
Before joining OpenText, Stephen was an Information Management consultant
focused on Canadian Federal Government clients.
Mark Diamond
President & CEO, Contoural, Inc.
Mark Diamond is one of the industry thought leaders in proactive litigation
readiness, compliance, and records information management strategies. As a
trusted advisor he and his company help bridge legal, compliance and business
needs and policies with effective legal and IT strategies and processes. Mark is a
frequent industry speaker, presenting at numerous Legal and IT industry
conferences as well as online venues. Mark is an author of numerous articles and
white papers for both the legal and IT communities. Additionally, Mark addresses
more than one hundred internal corporate audiences each year.
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4. Why Autoclassification?
Accumulation of
electronic data
Low compliance for
manual classification
Monolithic retention
policies typically
under or over-retain
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5. What Can We Learn From Predictive
Coding?
Automated Relevant
Classification
Not Relevant
Exemplar
Documents
 Many studies have shown computer-assisted review to be as or more accurate than
human review
 Classification by topic and relevance enables faster and more accurate review
 Tremendous boon for early case assessment
 Courts have not provided any opinions predictive coding
 Biggest obstacle is counsels’ comfort with technology
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6. How Do Regulators Measure Compliance?
What Did You Say How Did You
How Did You Do
You Were Going Check You Did It?
It?
To Do?
• Assessments • Tools • Re-Training
• Complete Policies • Processes • Monitoring/
• Compliant • File Plans Supervision
Schedules • Training • Metrics Tracking
• Industry-specific • Defensible Holds • Reporting
Benchmarks • Defensible • Audits
Deletion • Updates
January 2012
Policy
Schedule
ESI Map
Share
Point File Plan
HQ Finance
Record Retention
SharePoint Folder Sub-folder Record Type
Category Period
90 Days
Records
Archive
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7. There Is Not an “Easy Button”
for Autoclassification
More Work up Front By Core Team
 Exemplar document collection
 System training, audit
 Testing, rollout
 Ongoing maintenance
Autoclassification Has Potential of Significantly Less
Time Across the Enterprise
5000 Person Company Traditional Manual Autoclassification
Classification
RIM Team Program 5 people x 12 weeks = 2400 5 people x 24 weeks = 4800
Development Hours hours hours
RIM Team Program Execution 3 people x 12 weeks = 1440 3 people x 24 weeks = 2880
hours hours
Total Annual Employee RIM 5000 employees x 1 hour per 5000 employees x 1 hour per
Compliance Hours (5000 week 250,000 hours month (.25 per week) = 60,000
employees) hours
Total Hours 253,840 hours 67,680 hours
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8. Curiousity Piqued?
Register today (it’s FREE!)
http://www.aiim.org/Events/Webinars/20
120215-webinar
February 15, 2012
2 PM (EST
In association with: Presented by: