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Controlling Social Success:
Perspectives from global financial services
organizations enabling social media, meeting
compliance and risk challenges.compliance and risk challenges.
Sarah Carter
FaceTime Communications, Inc.
http://www.linkedin.com/in/sarahlouisecarter
http://twitter.com/SarahFaceTime
Agenda
Social Media – perception versus reality
Why control Social Media?
Role Based Control Requirements
When Organizations Lose Control
How Organizations are Controlling
Socialite, from FaceTimeSocialite, from FaceTime
About FaceTime
Questions
Internet Application Usage - Perception vs. Reality
Perception: 62% of IT Professionals estimated social networking was used within
their corporate network
Reality: 100% of companies used social networks
Actual customer traffic history (150+ organizations)
Representing all Internet activity from over 150K end users
What’s this concern with control?
Data Leakage Incoming Threats Compliance & eDiscovery User Behavior
Personal
Information
Intellectual Property
Credit Card,
SSN
Client Records
Malware, Spyware
Viruses, Trojans
Inappropriate
Content
SEC, FINRA
HIPAA, FISMA
SOX, PCI
FRCP- eDiscovery
FERC, NERC
Employee
Productivity
Bandwidth
Explosion
Every employee is
the face of business
Role Based Control Requirements
Sales & Marketing
Promotions
Advertising
Branding
HR
Background checks
Recruiting
Scientists & Researchers
Information exchange
Collaboration
IT, Compliance
Investigation of security breaches
When Organizations Lose Control
Hackers take control
Blogging gone bad
Inappropriate comments
Matrixx stock price
Nestle
So what controls are being used?
Data Leak Prevention/Content
Protection
Protect organization from employees disclosing sensitive information
Malware Protection
Protect network against hidden phishing/Trojan attacks through
applications
Identity Management
Ensure that SarahFaceTime on Twitter, Sarah Louise Carter on
LinkedIn & sl_carter on Skype connect back to her corporate identity
Activity Control
Post content, status updates, allowed for marketing. Read only access
for all other staff.
Issue Control Requirements
Activity Control
for all other staff.
Moderator Control
John’s posts appear on Twitter or Facebook only upon approval by
Compliance Officer
Granular Application Control
John can access Facebook, but not use Facebook chat, or download
and install any applications in the gaming category.
Log and Archive Activity & Content
Log all content posted, message sent through Web 2.0 and social
networks
Use Archive of Choice
Export stored data with corporate identity credentials to email archive,
WORM, for single discovery location
Introducing Socialite
Socialite is FaceTime’s Security, Management,Socialite is FaceTime’s Security, Management,
and Compliance platform for Social Networks,
providing granular controls for Facebook,
LinkedIn, and Twitter.
F U V
Levels of Control: SN Widget Categorization
FaceTime enables:
– Control access to
individual SN sites.
– Allow / block
application widgets
on popular sites
– By category or
individually byindividually by
searching for them
Social Networking Feature Control
• Control features or areas of content posting by user or group
Content Monitoring
Policy summaries
Easy-to-set policies
– Archiving
– Moderation
Lexicons
Actions to take
Levels of Control: Moderation
FaceTime
– Posts to Twitter / Facebook /
LinkedIn held for review by
following criteria:
All
Keyword / dictionary matches
Regular expressions (e.g.
Credit Card / Social Security
number patterns)
About FaceTime Communications
Secure and Enable the New Internet
– 4,000+ Web 2.0 apps, Unified
Communications, Social Networks
Global operations
– USA, EMEA, India, Asia/Pacific– USA, EMEA, India, Asia/Pacific
Market Leader
– 9 of the top 10 US banks
– Insurance, Energy, Healthcare, Consumer
Products, Government…
Broadest Partner Ecosystem
– Technology alliances, support for
1,000 social networks
10 years expertise in real-time communications
Widest industry support for Web 2.0 applications
Gartner Magic Quadrant ‘Visionary’
IDC leader for 5 consecutive years
Your trusted partner for real-time communications and compliance
Summary
Your trusted partner for real-time communications and compliance
Reference Materials:
– 2010 Survey results; Osterman Research White Paper
Questions?
Sarah Carter
FaceTime Communications Inc
Sarah Carter
FaceTime Communications, Inc.
http://www.linkedin.com/in/sarahlouisecarter
http://twitter.com/SarahFaceTime

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Controlling Social Success - BDI 11/18/2010 Financial Services Social Communications: Case Studies and Roundtables

  • 1. Controlling Social Success: Perspectives from global financial services organizations enabling social media, meeting compliance and risk challenges.compliance and risk challenges. Sarah Carter FaceTime Communications, Inc. http://www.linkedin.com/in/sarahlouisecarter http://twitter.com/SarahFaceTime
  • 2. Agenda Social Media – perception versus reality Why control Social Media? Role Based Control Requirements When Organizations Lose Control How Organizations are Controlling Socialite, from FaceTimeSocialite, from FaceTime About FaceTime Questions
  • 3. Internet Application Usage - Perception vs. Reality Perception: 62% of IT Professionals estimated social networking was used within their corporate network Reality: 100% of companies used social networks Actual customer traffic history (150+ organizations) Representing all Internet activity from over 150K end users
  • 4. What’s this concern with control? Data Leakage Incoming Threats Compliance & eDiscovery User Behavior Personal Information Intellectual Property Credit Card, SSN Client Records Malware, Spyware Viruses, Trojans Inappropriate Content SEC, FINRA HIPAA, FISMA SOX, PCI FRCP- eDiscovery FERC, NERC Employee Productivity Bandwidth Explosion Every employee is the face of business
  • 5. Role Based Control Requirements Sales & Marketing Promotions Advertising Branding HR Background checks Recruiting Scientists & Researchers Information exchange Collaboration IT, Compliance Investigation of security breaches
  • 6. When Organizations Lose Control Hackers take control Blogging gone bad Inappropriate comments Matrixx stock price Nestle
  • 7. So what controls are being used? Data Leak Prevention/Content Protection Protect organization from employees disclosing sensitive information Malware Protection Protect network against hidden phishing/Trojan attacks through applications Identity Management Ensure that SarahFaceTime on Twitter, Sarah Louise Carter on LinkedIn & sl_carter on Skype connect back to her corporate identity Activity Control Post content, status updates, allowed for marketing. Read only access for all other staff. Issue Control Requirements Activity Control for all other staff. Moderator Control John’s posts appear on Twitter or Facebook only upon approval by Compliance Officer Granular Application Control John can access Facebook, but not use Facebook chat, or download and install any applications in the gaming category. Log and Archive Activity & Content Log all content posted, message sent through Web 2.0 and social networks Use Archive of Choice Export stored data with corporate identity credentials to email archive, WORM, for single discovery location
  • 8. Introducing Socialite Socialite is FaceTime’s Security, Management,Socialite is FaceTime’s Security, Management, and Compliance platform for Social Networks, providing granular controls for Facebook, LinkedIn, and Twitter. F U V
  • 9. Levels of Control: SN Widget Categorization FaceTime enables: – Control access to individual SN sites. – Allow / block application widgets on popular sites – By category or individually byindividually by searching for them
  • 10. Social Networking Feature Control • Control features or areas of content posting by user or group
  • 11. Content Monitoring Policy summaries Easy-to-set policies – Archiving – Moderation Lexicons Actions to take
  • 12. Levels of Control: Moderation FaceTime – Posts to Twitter / Facebook / LinkedIn held for review by following criteria: All Keyword / dictionary matches Regular expressions (e.g. Credit Card / Social Security number patterns)
  • 13. About FaceTime Communications Secure and Enable the New Internet – 4,000+ Web 2.0 apps, Unified Communications, Social Networks Global operations – USA, EMEA, India, Asia/Pacific– USA, EMEA, India, Asia/Pacific Market Leader – 9 of the top 10 US banks – Insurance, Energy, Healthcare, Consumer Products, Government… Broadest Partner Ecosystem – Technology alliances, support for 1,000 social networks
  • 14. 10 years expertise in real-time communications Widest industry support for Web 2.0 applications Gartner Magic Quadrant ‘Visionary’ IDC leader for 5 consecutive years Your trusted partner for real-time communications and compliance Summary Your trusted partner for real-time communications and compliance Reference Materials: – 2010 Survey results; Osterman Research White Paper
  • 15. Questions? Sarah Carter FaceTime Communications Inc Sarah Carter FaceTime Communications, Inc. http://www.linkedin.com/in/sarahlouisecarter http://twitter.com/SarahFaceTime