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E-Discovery and IG in 2017 and Beyond: The Recording of Our Online Discussion Now Available

We had a great online discussion this week with IGI Charter Supporter OpenText about trends in e-discovery and IG for 2017 and beyond. We also talked about the significance of their recent acquisition of Recommind and what it says about OpenText's product strategy and the market in general.

The video will be available here on our public site for a week, at which point it will move to the Resources section of our growing online community, where you can create a profile and interact with your IG peers. The slides from this online event will also be available there shortly.

 

Don’t Forget to Register for our Post-LTNY Webinar

Reminder: Join Us for a Live Discussion on Wednesday, February 8th AT 1PM EDT

Register Now!

In our first webinar of 2017, IGI leaders will host a discussion with subject matter experts from IGI Charter Supporter OpenText

UPDATE: Our experts will also share most important IG and E-Discovery trends and developments they just saw and heard at the LegalTech conference in New York, Jan. 30-Feb. 1, 2017.

We will discuss:

  • New delivery models for e-discovery capabilities that support a comprehensive approach to IG.
  • Evaluating the relationship between ECM and e-discovery as we mature and build our IG programs.
  • Perspectives on what IG and e-discovery will look like in the near future.

Register Now!

Discussion Participants

 

Bennett B. Borden Headshot

Bennett B. Borden

Chief Data Scientist and Chair, IG and eDiscovery Group, Drinker Biddle & Reath LLP; Founder and Chair, IGI

Bennett B. Borden  is a globally recognized authority on the legal, technological and policy implications of information. As Chief Data Scientist at DBR, Bennett is responsible for the firm’s data analytics strategy. He is founder and Chair of the Information Governance Initiative.

Barclay T Blair Headshot

Barclay T. Blair

Founder and Executive Director, IGI

Barclay T. Blair is an advisor to Fortune 500 companies, software and hardware vendors, and government institutions, and is an author, speaker, and internationally recognized authority on information governance. He is the Founder and Executive Director of the Information Governance Initiative.

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Hal Marcus

eDiscovery Attorney and Product Marketing Executive, OpenText

Hal Marcus works with the innovative team at Recommind, an OpenText company, to transform discovery through analytics. A graduate of the University of Michigan Law School, Hal practiced as an intellectual property and antitrust litigator at an Am Law 100 Wall Street firm before embarking on a career in technology that now spans 20 years.

Register Now!

Webinar Background

We predict that 2017 will be a landmark year, with our research showing an accelerating number of organizations transitioning from talking IG to doing IG. While early adopters have now moved past foundational and risk-focused IG activities, the much larger middle segment has to date spent most of their time writing policies, establishing steering committees, and evaluating their technology options. This vast middle segment is beginning to shift into execution mode, implementing their IG frameworks into their technology environment, appointing IG directors and other IG leaders, and tackling their first big IG projects.

Nowhere will this be more obvious than at the intersection of e-discovery and IG. Like enterprise IT itself, e-discovery is experiencing massive disruption as heavily litigated organizations evaluate the right mix of service providers, cloud infrastructure, and internal technology horsepower and expertise. Traditional e-discovery approaches like “pay by the GB” that were based on service bureau models are less relevant in a reality where e-discovery is managed on a continuum as just one of many IG activities. This evolution creates new challenges, but also creates exciting opportunities for IG leaders to leverage the same tools, policies, and governance structures across their IG activities, instead of inefficiently managing e-discovery as an exception with its own set of rules and technologies.

In 2016, OpenText—best known as a leading provider of Enterprise Information Management (EIM) software—acquired Recommind, a pioneer in the application of advanced analytics to find, review, and produce information in high-stakes e-discovery. The acquisition is an example of an IG provider “putting its money where its mouth is” in betting on a vision of truly integrated IG.

Join us on our first webinar of 2017, which will be a discussion between the leaders of IG and experts from OpenText following LTNY. This webinar will provide a valuable opportunity for the IG community to hear directly from OpenText about why they made the Recommind acquisition, what it means for customers of both organizations, and what it means for their vision of e-discovery and IG.

Register Now!

 

 

Nearly Half of Organizations Are Using Four Modes of Enterprise Communication Concurrently

Join IGI Founder & Executive Director, Barclay T. Blair, at Actiance’s Executive Briefing Series on October 18, 2016 in Washington, DC.

 The IGI has partnered again with Actiance for a second 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 and 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. See below for dates and locations to get a complimentary registration.

At the most recent briefing in the series, discussion focused on how companies are increasingly seeing requests from their employees to support new communication channels. Slack, for example has come up frequently, and text messaging is also a growing concern. Companies are also starting to be aware that more e-discovery of social communications tools is happening. However, despite increased requests to support these new forms of communication and both concern and awareness of the challenges that they present, companies are lagging behind in incorporating these new forms of enterprise into their information governance polices.

 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 next event is in Washington, DC., where you will hear directly from IGI Founder & Executive Director, Barclay T. Blair.

  • 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)

 

 
Resilient leaders

Change Management Is a Barrier to Effective IG Decision Making: Recap of Executive Briefing on Enterprise Communications

Join IGI Founder & Executive Director, Barclay T. Blair, at Actiance’s Executive Briefing Series on October 18, 2016 in Washington, DC.

 The IGI has partnered again with Actiance for a second 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 and 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. See below for dates and locations to get a complimentary registration.

The most recent event in the Executive Briefing Series, held in Hartford, Connecticut this month, was attended by a mix of practitioners including those working in IT, legal, and compliance functions. While practitioners in attendance recognized the importance of effectively governing information created through these new modes of communication—including so-called ROT (information that is redundant, obsolete, or trivial)—some are still getting stuck on the road to implementation. Promisingly, one firm reported that it did have a working process to dispose of ROT. Getting rid of ROT is a doable task given current technology. Unfortunately, many others are still reluctant to pull the trigger to get rid of their junk despite the increased data protection risks and data management hassles it creates. It was noted, too, that recent amendments to the Federal Rules of Civil Procedure which some expected to ease fears about eliminating ROT haven’t yet changed preservation practices. Implementing a new approach isn’t just about the rules or technological capabilities, it is also about change management—getting people to behave differently. IGI research shows that change management is a major impediment to getting IG projects done, with a majority of IG practitioners (60%) identifying it as a barrier to effective IG.

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 next event is in Washington, DC, where you will hear directly from IGI Founder & Executive Director, Barclay T. Blair.

  • 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)

 

 

Is Your Company Effectively Governing All the Types of Enterprise Communications Your Teams Are Using?

Join IGI Founder & Executive Director, Barclay T. Blair, at Actiance’s Executive Briefing Series on September 22, 2016 in St. Louis, Missouri.

 The IGI has partnered again with Actiance for a second 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 and 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. See below for dates and locations to get a complimentary registration.

At the most recent briefing in the series, discussion focused on how companies are increasingly seeing requests from their employees to support new communication channels. Slack, for example has come up frequently, and text messaging is also a growing concern. Companies are also starting to be aware that more e-discovery of social communications tools is happening. However, despite increased requests to support these new forms of communication and both concern and awareness of the challenges that they present, companies are lagging behind in incorporating these new forms of enterprise into their information governance polices.

 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 next event is in St. Louis, Missouri, where you will hear directly from IGI Founder & Executive Director, Barclay T. Blair.

  • 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)

 

 
In-House Legal Departments Are Using Data Analytics for E-Discovery and Other Investigations

Survey Shows a Majority of In-House Legal Departments Are Using Data Analytics for E-Discovery and Other Investigations

E-discovery software with data analytics capabilities (including functionality like auto-classification, predictive coding, and TAR, for example) have been available for quite some time now. However, the extent to which in-house legal departments are taking advantage of these advances to improve e-discovery and other investigations has not been clear. To explore this issue and other uses of data analytics, the Coalition of Technology Resources for Lawyers (CTRL) commissioned the IGI to conduct a survey on the adoption of data analytics by in-house legal departments across six use cases (e-discovery, legal matter management/billing, information governance, outcome/risk analysis, contract review, and selection of outside counsel. CTRL released the results of that survey, and you can learn more at Data Analytics in the Legal Community: 2015-2016 Trends.

According to the survey results, a majority (56%) of in-house legal departments report using data analytics for e-discovery and other investigations. This was the only one of the six use cases examined for which a majority of respondents said that their legal departments were taking advantage of data analytics, although nearly a third also reported adoption in legal matter management/billing and information governance (IG). We discussed survey results on the IG use case in a previous blog about the study.

Culling and relevancy review were among the top three uses of analytics in e-discovery/other investigations by in-house legal. Interestingly, however, early case assessment (ECA) was also in the top three. Over 70% of respondents who reported use of data analytics for e-discovery/other investigations also reported they were using it for ECA. This result is promising as it suggests a good number oforganizations are making more strategic use of these tools—not just using them to reduce the corpus of documents to be reviewed or to get through it faster—but to get at the facts of the case more efficiently.

To learn more about CTRL, check out their website and download a copy of their survey today. To learn more about the IGI and IG, download a copy of our Annual Report 2015-2016 at our community site. Not a member? Join today.