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Get Your Enterprise Communication House in Order by Taking a Proactive Approach: Executive Briefing Series Recap

Join IGI Founder & Executive Director, Barclay T. Blair, at Actiance’s Executive Briefing Series on August 30, 2016.

Over the last several months, IGI has been on the road participating in IGI Supporter Actiance’s Executive Briefing Series. The series looks at the various communication channels (e.g. unified communications, instant messaging, social media, and voice) employees are now using in the workplace. The series discusses how, "It’s not just about email anymore!" The Executive Series explores the information governance (and specifically eDiscovery) challenges these new forms of communication present and how your organization can take steps to find and preserve enterprise communications to meet your legal, regulatory, and other obligations. Given the series success, we have partnered with Actiance for a second Executive Briefing series. See below for dates and locations to get a complimentary registration.

The first event in our second Executive Briefing series is coming up in Houston on August 30, 2016.

With a myriad of new communication options available, we are witnessing a shift in how organizations’ employees communicate with one another to get their work done. But that doesn’t mean that email is a thing of the past, noted Ann Snyder, IGI Senior Fellow, who spoke in June as part of the series. To the contrary, these modes of communication are being used in addition to and sometimes concurrently with email in the same conversation. Ever get an email, text, voicemail, and instant message from a colleague about the same topic within minutes of each other? When people take the discussion “off line” or are using multiple modes of communication in parallel, it creates a challenge in capturing a complete conversation, for use in discovery, for example. Though much can be learned from strategies used to address email, the proliferation in modes of communication and sheer volume of communications that occur across different platforms can be daunting. Waiting to get your communication house in order can be a costly strategy. Organizations should be proactive about governing these new modes of communication.

Join us for the next briefing. Executive Briefings are intimate events where we share a wonderful meal, share what we have learned, and you share with your peers what you have learned. Space is very limited, so please register now for an Executive Briefing at a city near you.

The first event is coming up in Houston, where you will hear directly from IGI Founder & Executive Director, Barclay T. Blair.

  • August 30, 2016—Houston, TX
  • September 22, 2016—St. Louis, MO
  • October 4, 2016—Indianapolis, IN
  • October 11, 2016—Harford, CT
  • October 18, 2016—Washington, DC

Registration is complimentary. Register here now.

Read about briefings in the previous series at the links below.
Automation Can Facilitate Taking Reasonable Steps to Preserve ESI Involving New Forms of Communication (April 5, 2016; Dallas, TX)
Effectively Governing New Forms of Communication Isn’t Just About Compliance (April 14, 2016; Boston, MA)
Do You Have A Shadow IT Problem? (April 19, 2016; Chicago, IL)
New Enterprise Messaging Tech, New IG Challenges (May 17, 2016; Minneapolis, MN)
Are You Taking Reasonable Steps to Preserve Your Enterprise Communications (June 2, 2016; Charlotte, NC)

 

Automation Can Facilitate Taking Reasonable Steps to Preserve ESI Involving New Forms of Enterprise Communication: Executive Briefing Series Recap

Join IGI Senior Fellow, Ann Snyder, at Actiance’s Executive Briefing series on June 29, 2016 in Atlanta, GA. The series looks at the various communication channels (e.g. unified communications, instant messaging, social media, and voice) employees are now using in the workplace. The series discusses how, "It’s not just about email anymore!" The Executive Series explores the information governance (and specifically eDiscovery) challenges these new forms of communication present and how your organization can take steps to find and preserve enterprise communications to meet your legal, regulatory, and other obligations. Register here.

Given the significance of recent changes to the Federal Rules of Civil Procedure—and the focus of the Executive Briefings on e-discovery--it is no surprise that the implications of the changes to the Rules were a common theme during the discussions at each briefing. When Jason R. Baron opened the Briefing Series in Dallas in April, the group discussed how recent changes to the Federal Rules of Civil Procedure created a new framework for evaluating whether sanctions may be imposed. The language of newly amended Rule 37 explicitly allows for parties making a showing that they have taken “reasonable steps” in managing and preserving their, as a condition precedent to the avoidance of sanctions.

Organizations need to consider new forms of enterprise communication and ensure that they are included in a comprehensive IG program, and specifically, proactively addressed in event that litigation occurs in the future. With a growing proliferation of communications channels, including an explosion of social media apps and platforms, that can be a challenge. However, the ability to harvest and archive new forms of communications that may be caught up in litigation (e.g., texts and chatroom communications), clearly constitute ways corporations can go about taking such reasonable steps.

Making use of technology to automate the process of governing new forms of communication, especially as part of discovery, was also discussed. Not only can it reduce the disruption to regular business processes created when end-users are tasked with manually classifying information, but it can also produce better, more consistent results by helping to eliminate as much as possible idiosyncrasies and anomalies that tend to crop up when many individuals in large corporations are asked to do a task, and each does it a bit differently (e.g., preserve relevant information for a legal hold).

To learn more about how your organization can meet the challenges of new forms of enterprise communication, join the discussion. Attend one of the upcoming Executive Briefing Series events or read coverage of previous briefings.

Join us for the next event:

  • June 29, 2016 in Atlanta, GA

Register today.

Read about previous briefings in the series:

 
Actiance Executive Briefing Series

Are You Taking Reasonable Steps to Preserve Your Enterprise Communications? A Recap of Our Most Recent Executive Briefing

Join IGI Senior Fellow, Ann Snyder, at Actiance’s Executive Briefing series on June 29, 2016 in Atlanta, GA. The series looks at the various communication channels (e.g. unified communications, instant messaging, social media, and voice) employees are now using in the workplace. The series discusses how, "It’s not just about email anymore!" The Executive Series explores the information governance (and specifically eDiscovery) challenges these new forms of communication present and how your organization can take steps to find and preserve the enterprise communications to meet your legal, regulatory, and other obligations. Register here.

Earlier this month, IGI Co-Chair Jason R. Baron, joined the Actiance team in Charlotte, NC as part of the Executive Briefing Series.

At the briefing, recent changes to the Federal Rules of Civil Procedure were again a hot topic of conversation. A lively discussion led by Robert Cruz of Actiance involved how the new Federal rules amendments highlight the fact that parties who take "reasonable steps" to preserve evidence (including on social media) substantially reduce their risk of sanctions. The group also discussed how the rules embrace the adoption of reasonable IG measures including remediation of data.

The group considered how building a success story with small wins is one way to grow support for IG programs. While participants agreed that "IG" may still not be a very well understood concept in some quarters, we can make progress by reducing IG down to discrete, concrete projects involving remediation of legacy data, clearing legal holds, and setting up workable archiving policies for the capture of social media.

To learn more about how your organization can meet the challenges of new forms of enterprise communication, join the discussion. Attend one of the upcoming Executive Briefing Series events.

Join us for the next event:

  • June 29, 2016 in Atlanta, GA

Register today.

 
Actiance Executive Briefing Series

New Enterprise Messaging Tech, New IG Challenges. A Recap of Our Executive Briefing Series with Actiance

Join IGI Co-Chair, Jason R. Baron, at Actiance’s Executive Briefing series on June 2, 2016 in Charlotte, NC. The series looks at the various communication channels (e.g. unified communications, instant messaging, social media, and voice) employees are now using in the workplace. The series discusses how, "It’s not just about email anymore!" The Executive Series explores the information governance (and specifically eDiscovery) challenges these new forms of communication present and how your organization can take steps to find and preserve the enterprise communications to meet your legal, regulatory, and other obligations. Register here.

Last month, IGI Senior Fellow, Ann Snyder, joined the Actiance team in Minneapolis as part of the Executive Briefing Series.

The briefing discussed why organizations need a comprehensive information governance strategy to effectively address the challenges of new forms of enterprise communication. While that strategy must include policies, procedure, etc., a major challenge presented by these new communication channels is what to do with them once litigation hits.

One specific challenge that was discussed was the implementation of legal holds. It was noted that leaving legal hold implementation to custodians is not always an effective strategy. First, legal holds can be disruptive and put a tremendous burden on end-users whose time might be better spent elsewhere. Second, leaving implementation to end-users can produce spotty results. It was noted that holds can be complicated or confusing, and end-users can, of course, make mistakes. Using automation—where possible—was discussed as a way to alleviate the burden and get better results during the legal hold process.

The group also discussed the implications of last year’s changes to the Federal Rules of Civil Procedure. While the new language appears to reduce the likelihood of sanctions for spoliation for accidental deletion of ESI (that is, no “intent to deprive” for use in litigation) after litigation is anticipated, several attendees note that their organizations or their clients are still showing reluctance to clean up information even before the threat of litigation is in the wind. There is still a lot of institutional inertia to overcome in “pulling the trigger” even when there are defensible disposition strategies in place.

To learn more about how your organization can meet the challenges of new forms of enterprise communication, join the discussion. Attend one of the upcoming Executive Briefing Series events. View a list of next dates and cities below.

• June 2, 2016 in Charlotte, NC
• June 29, 2016 in Atlanta, GA

Register today.

 
CIGO Task Force Report

Join Us for the Launch of the Chief Information Governance Officer Task Force Report

Introducing the CIGO–A New Information Leader for a New Era

We are very pleased to announce that the first best practice document created by the IGI Community is finished and will be published on December 7 during an online launch event. During the event we will host a discussion with CIGO Task Force members about the most important insights about the Chief Information Governance Officer (CIGO)  from their publication.

When:  December 7, 2015 at 1:00 PM ET
Where: Online – register here.
Who: An IGI online event moderated by Barclay T. Blair and featuring Task Force members Aaron Crews, Senior Associate General Counsel and Head of eDiscovery at Walmart; Julie J. Colgan, Head of Information Governance Solutions at Nuix (IGI Charter Supporter and CIGO Task Force sponsor); and Ann Snyder, IGI Senior Fellow.

Please join us to participate in the discussion. Ask the Task Force members your big questions about the new role and its purpose, focus, and future. We will explore the full range of issues related to the emerging CIGO role, including:

  • The purpose of the CIGO.
  • Why the CIGO is necessary.
  • How the CIGO interacts with other existing information-related executives.
  • The CIGO’s responsibilities at different levels of organizational maturity.
  • Characteristics and qualifications needed for the CIGO role.

Register today to join the conversation and help us give birth to the Chief Information Governance Officer role.