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IGI Automation

Simplifying Information Governance Through Automation

Our organizations are experiencing unprecedented growth in the volume, complexity, and importance of information. This growth is so remarkable that it is outstripping our ability to properly govern and exploit information using traditional methods and technologies.

Information Governance (IG) is a new approach that is designed for this new reality and powered by new technologies that can intelligently automate key governance activities. IG ensures that we have the rules and infrastructure in place to minimize information risk, thus enabling us to put that information to work with clarity and confidence. However, successful IG depends upon ability to reduce reliance on our employees for the most critical IG tasks, thus freeing them to focus on their jobs. In this blog post, I will briefly address some of the common failings of traditional approaches and discuss how IG and automation can help.

Manual Classification

Our experience has taught us that manual classification is often less than ten percent effective. Automated systems enable organization to use metadata to classify documents the moment they are created. Digital data is created quickly, shared widely, stored chaotically, and classified sporadically, creating a new set of challenges that traditional, manual approaches cannot address. Unlike paper static paper records, digital records quickly proliferate across all corners of the organization. Classification upon creation eliminates the marked inefficiency associated with post-creation audits and everyday document retrieval.

Improper (or Non-Existent) Cataloguing

Organizations need a uniform approach to storing information. Digital documents are an additional piece of the increasingly complicated IG puzzle. Not only are most companies in the dark about how much data they own, they are also inflating risk by retaining information that should have been disposed, making effective, accurate governance a near-impossibility. This is why IG is no longer merely a suggestion, but a necessity. Due to an inability to successfully implement a retention schedule effectively over physical and digital repositories many organizations do not defensibly delete documents.  However, according to a recent Gartner report, 30 percent of an organization’s data is redundant, outdated or trivial (ROT) and 50 percent of data has an indeterminate value. And, despite the reduction in cost of digital storage, IT infrastructure costs on the whole continue to rise.

Confusing Retention and Destruction Schedules

Enforcing retention schedules uniformly across an enterprise’s digital data has become a near-impossibility using traditional approaches. Automation is an essential way to simplify compliance. Even simple techniques, like automating reminders and status updates about the eligibility of records for destruction can make a massive practical difference. Much of our information has little ongoing value, but due to both our ignorance about its status and our ability to defensibly implement our retention policies, we default to keeping it – indefinitely. This signals to parties both inside and outside of our organizations (like courts and regulators) that we do not take our record-keeping obligations seriously - or at least not seriously enough to even comply with our own policies.

A retention schedule is a vital component of any IG solution, as it provides an authoritative framework for getting rid of unnecessary information, which not only benefits legal compliance but also makes employee’s lives easier by enabling them to better access information that has real value to them.  However, traditional, outdated retention schedules only serve to increase the likelihood that many documents (both paper and digital) will be neglected and disappear into the “black hole” of information that no one recalls or governs.

Leading organizations realize that automated IG approaches are the way forward, as automation enables those organizations to pragmatically reduce risk and increase value related to their information assets. Put simply, automatic, user-friendly, and collaborative IG approaches empower organizations to simplify and govern information environments that have become dangerously disorganized and overwhelmingly complex.

Rob Hamilton_RecallRobert Hamilton, Global Vice President of Information Governance & Records at Recall

Rob Hamilton is the Global Vice President of Information Governance & Records at Recall. Rob joined the Brambles family of companies in 1998, when he accepted a role in Customer Service for CHEP, Recall’s sister company. Rob joined the Recall team in 2009 as Global Director of Contract Compliance. Rob is international business leader who has worked in China. He holds a MBA from Pepperdine University’s Graziadio School of Business and Management in Leadership & Managing Organizational Change and an undergraduate degree in Marketing from Miami University’s Farmer School of Business.



I am proud to announce that we have grown by 100% since our launch just one year ago. We are humbled and honored that so many great organizations have decided to join us in promoting the practice of Information Governance. We all share the conviction that IG is the best chance that organizations have to truly get their information under control and to maximize its value. That’s why we created the Information Governance Initiative – and why we want you to be a part of it.

The IGI launched with a group of Charter Supporters that included Active Navigation, Drinker Biddle & Reath LLP, Equivio, Fontis International, HP Autonomy, Iron Mountain, kCura, Nuix, OpenText, Recall, Recommind, RSD, ViaLumina, Xerox, and ZyLAB. Our Charter Supporters joined us when the IGI was nothing more than an idea and a promise, and we are pleased that each of them (minus one who was acquired by another) will continue to support us in 2015. Later in 2014 we were also joined by Viewpointe LLC.

Today we are honored to announce the new group of innovative companies that have joined the IGI. Joining us today are DTI, Duff & Phelps, EQD, Exterro, Huron Consulting Group, Kroll OnTrack, and Mindseye. We thank them all for their generous support.

Over the past year our dedicated staff has made great progress in furthering our mission. We published our 2014-2015 Annual Report, the first definitive look at the IG concept, market, and discipline. We talked to hundreds of IG practitioners across the globe. We held our very successful IG Boot Camp events. We spoke around the globe. We launched our online community. We broke bread with dozens of senior IG practitioners and heard about their concerns and successes. We built strong partnerships in big data, e-discovery and health information management. We created an incredible advisory board with representatives from the major facts of IG. We weighed in on important legislative developments. We published IG case studies and white papers. We had online hangouts and webinars. It was a busy year.

This year is going to be even busier, with even more of these activities planned. We will hold our first annual Chief Information Governance Officer Summit in Chicago May 20-21. We are holding Boot Camps and executive dinners across the country. We are launching our Task Force program where we will work with IG practitioners to create real, practical IG tools, starting with a model IG steering committee charter. We have other big announcements planned, so stay tuned.

This week will be a busy week for the IGI and our supporters. We are holding a NYC Boot Camp in partnership with Cardozo Law School. We are having our first anniversary cocktail reception. We are delivering a shorter version of our Boot Camp as part of the LTNY program, meeting with our Industry Committee, and speaking several times. We hope to see you there.




“In the wake of the financial crisis, several nations initiated regulatory reforms that create prescriptive and granular information governance requirements.”

- Information Governance in a New Era

IGI Special Report

Karen, associate general counsel at a global media and entertainment conglomerate, was having a bad day. She was on the phone with outside counsel, and the news was not good. During the discovery phase of a critical case, her lawyers had made a mistake – a big one. Counsel had represented that the company turned over all the evidence in the case – but they had not, despite three months of round-the-clock work with IT and the records managers that resulted in turning over millions of email messages and thousands of boxes of paper records. Now, the lawyers had discovered a cache of old backup tapes in a closet in Boise and a half a dozen storage lockers full of paper records in Slough. This was going to be painful.

Six months later, after the smoke had cleared, Karen called for a post-mortem. They had avoided a deathblow sanction but were eventually forced to settle for millions more than the worst case projection. Even worse, they had exposed their flank for future cases.

Karen wanted answers.

Why doesn’t a company of our size and sophistication know what information it has and what it doesn’t? Why does it take months of work and hundreds of thousands of dollars to find and produce the responsive information? Why are we keeping all of this information? Does the law require us to keep it? Does it have any value to us? Do we have any repeatable way to decide what to keep and what to throw away? Finally, who owns this problem?

IT throws up their hands and says, “Hey, garbage in, garbage out. We just run the systems, but the business owns the information.” The business isn’t buying it, and legal is left holding the bag.

Across the globe, people like Karen in organizations of all sizes are asking the same questions. We may live in the Information Age, but many organizations are stuck in the Stone Age – effectively piling their information in a dark cave and hoping that nothing bad happens.

Unfortunately, hope is not a valid strategy in an increasingly complex and consequential records management environment – an environment in which new, complex laws and regulations dictating the retention and management of specific information are created seemingly every day. This is an environment in which developing nations are modernizing regulatory regimes and creating new information governance requirements at the same time. This is a world where information is exploding, especially the most challenging kind of information to manage – unstructured information.

In this Information Governance Initiative Special Report we explore recent key developments in information governance and their impact on global organizations.

Note that if you already registered to join the IGI Community, you will have received an email message with a direct link to the Report.




Webinar at 2 pm ET on March 25, 2014.

Across the globe, there is a trend toward increased regulatory scrutiny that increases the stakes for non-compliance with records retention regulations. At the same time, the enterprise is changing. Corporate IT is becoming less corporate, more mobile, and less centralized. Records are created and stored in mobile devices, in the cloud, and in dozens or hundreds of repositories that were not designed with records management in mind, and may not even be under control of corporate IT.

The IGI has completed a study of key global legal and technology developments and their effect on records and information management best practices. We will be discussing the key findings of the study on a webinar hosted by IGI Charter Supporter Recall (who commissioned the study) at 2 pm ET on March 25, 2014.

On the webinar, Barclay T. Blair, Executive Director of the IGI, will discuss the findings and how organizations should respond to increased scrutiny of their information governance policies and practices.  The complete IGI report will be available to attendees after the webinar and will be available for download at www.IGInitiative.com immediately after the webinar.

Night Skyline


“The most interesting topic of discussion at LegalTech 2014 was not some new technology nor the proposed revisions to the Federal Rules of Civil Procedure, but the launch of the Information Governance Initiative.”

— The E-Disclosure Information Project

The Information Governance Initiative officially launched on February 3rd, and we would like to thank everyone who participated and took notice. The week of the launch was amazing, with a lot of buzz generated at the LegalTech NY 2014 conference and online. Collectively our leadership team spoke more than a dozen times and participated in many additional events at LTNY (you can see a roundup here). Our website was busy as well, with more than 11,000 page views, 2300 visitors, 1600 views of our videos, and 250 people joining the IGI community.

So, the IGI is off to a great start. But, we need you to help us move information governance forward. Click here to join.


Barclay Blair and Bennet Borden launch a vendor-neutral consortium to advance information governance practices. Saying that the “information governance workforce is nascent—and management responsibility for IG is unclear or unassigned at most organizations,” three activists in the e-discovery circuit will launch a new organization on Feb. 3, the day before LegalTech New York kicks off.


A new group formed recently called the Information Governance Initiative, and its goal is to reform and modernize information governance. According the organization's website, "The Information Governance Initiative is a cross-disciplinary consortium and think tank focused on advancing information governance." One of the group's founders, information governance industry veteran Barclay Blair, told me information governance today is a disaster and his group aims to help organizations get their governance house in order. "Most organizations have very little idea what information they have, where it is or what it is--much less understanding whether it can help or hurt them," Blair told me.


The most interesting topic of discussion at LegalTech 2014 was not some new technology nor the proposed revisions to the Federal Rules of Civil Procedure, but the launch of the Information Governance Initiative. That is certainly not to dismiss the technology at LegalTech – Equivio launched Equivio Zoom for Information Governance in the same week as the IGI, and Recommind’s Axcelerate 5 made its appearance at LegalTech for example - but the technology is servant to the objectives, and information governance is increasingly seen as the objective which matters; that is why Equivio and Recommind are among the supporters of the IGI.


The Information Governance Initiative (IGI), a cross-disciplinary consortium and think tank focused on advancing information governance (IG), will launch on February 3rd, 2014.


Yesterday, the website for the Information Governance Initiative went live on the Net. Thanks to the head's up from my friend Jason Baron. The Information Governance Initiative is a cross-disciplinary consortium and think tank focused on advancing information governance. It is dedicated to moving forward the adoption of Information Governance practices and technologies through research, publishing, advocacy and peer-to-peer networking. The IGI publishes research, benchmarking surveys, and guidance for practitioners that is freely available on its website. Later this year the IGI will be adding an online community designed to foster discussion and networking among practitioners.


Information governance was big big big. The key point being made by most vendors was “predictive coding is just a class of technology. It is a tool. It can be applied across the board in information governance”. And the goal is obvious: apply these technologies and techniques to information governance in a continuous, day-to-day management of business information. This has certainly been the mantra of Barclay Blair who has a new Information Governance Initiative with a very strong group of industry leaders.


Information Governance (IG) software company Active Navigation Inc. today announced that it is a founding charter sponsor of newly launched think tank the Information Governance Initiative (IGI).  Information governance addresses how organizations use and manage digital information. The IGI will publish research, benchmarking surveys, and guidance for practitioners seeking to advance information governance on its website at www.IGInitiative.com. The research will be freely available and the group will also be adding an online community designed to foster discussion and networking among practitioners.


Everybody who works in eDiscovery, data storage, digital investigation, records management and related fields has one thing in common: we all lament the fact that the organizations we work for store too much information that we don’t need. We know that information holds unidentified business risks. We know it costs too much to store and costs even more when bad things happen. We also know there is significant value trapped in the content of all those human-generated documents and communications.


Recall Holdings Limited, a global leader in transformational information management solutions, today announced its presence as a charter supporter of the Information Governance Initiative (IGI), a cross-disciplinary consortium and think tank focused on advancing information governance. The IGI was founded by recognized leaders in the field of Information Governance, and is supported by leading providers of Information Governance products and services.


RSD, a leading provider of information governance solutions for the enterprise, today announced it is a Charter Supporter of the Information Governance Initiative (IGI) to advance the adoption of information governance. IGI is a cross-disciplinary consortium of industry experts and vendors establishing a think tank focused on advancing IG practices across all vertical industries. The IGI will publish research, benchmarking surveys, and guidance for practitioners as well as provide an online community designed to foster discussion and networking among practitioners of IG.


Participation helps advance the adoption of information governance best practices and technologies. Xerox Litigation Services, the e-discovery division of Xerox (NYSE: XRX), today announced its membership in the Information Governance Initiative (IGI). Xerox was invited to join this organization as one of a select number of service providers.


ZyLAB today announces it is proud to become an active supporter of the Information Governance Initiative (IGI). The Information Governance Initiative is a vendor-neutral industry consortium dedicated to advancing the adoption of Information Governance (IG) practices and technologies through research, publishing, advocacy, education, and peer-to-peer networking. The Initiative is founded based on an urgent need for clarity in the marketplace regarding the contours and implication of IG. The mission of the IGI is to sound the clarion call that current information management practices are unsustainable as IG capabilities have advanced more quickly than awareness of those capabilities amongst practitioners and purchasers.


Three years ago, I sat down in a conference room in Washington, D.C with some really smart people and we quickly realized that we shared a vision for a consortium and think tank devoted to advancing Information Governance. Each of us had seen the incredible value that better information governance could create for their respective clients, but had also witnessed the consequences of information failure first-hand. Without a way for IG practitioners to share their experience across disciplines, it seemed unlikely that the promise of information governance would be fulfilled. Today, thanks to the support of like-minded individuals and organizations, this vision has been realized.


#4. Fashion Show: Jason R. Baron wrapping up a great panel discussion on information governance by putting on his new Information Governance Initiative T-shirt. IG is here to stay. — Judy Selby, partner at Baker & Hostetler, New York.

Jason in IG T-shirt



NEW YORK, NY (February 3, 2014) –The Information Governance Initiative (IGI), a cross-disciplinary consortium and think tank focused on advancing information governance, launched today. The IGI will publish research, benchmarking surveys, and guidance for practitioners on its website at www.IGInitiative.com. The research will be freely available, and the group will also be providing an online community designed to foster discussion and networking among practitioners.

“We believe there is a need for like-minded people to come together and find a better way to use and manage information – a forum for ideas, facts and techniques,” said Barclay T. Blair, founder and executive director of the IGI. “That is why we are launching the Information Governance Initiative.”

Barclay T. Blair and Bennett B. Borden founded the IGI. Blair is the group's executive director, Borden is the organization’s chair, and Jason R. Baron is co-chair. Jay Brudz is general counsel.

“We launched the IGI because we believe there is a real lack of clarity in the market regarding information governance,” said Bennett B. Borden, founder and chair of the IGI. “We want to provide a home for a cross-disciplinary discussion around information governance so that organizations can harvest the value of their information. The IGI is a bridging organization to bring all the facets of information governance together.”

The IGI is launching with broad support from leading providers of information governance products and services, including:

“I see the IGI’s mission as sounding a call to arms that current information practices are unsustainable in our increasingly big data world, and that IG solutions exist that better leverage new technology and smart practices,” said Jason R. Baron, co-chair of the IGI. “Unless corporations and government agencies take more concerted actions, information overload and mismanagement may pose a serious threat to the economy and even to the justice system itself.”

The IGI is partnering with a variety of organizations to bring IG stakeholders from different disciplines together to work on the information governance problem. For example, the IGI has partnered with The CFO Alliance, a community of over 4,000 senior finance professionals, to bring the IG conversation to the finance community. ARMA International has appointed a representative to the IGI Advisory Board, and the two organizations plan on working together to advance the adoption of information governance. In addition, the IGI will be presenting several sessions on information governance at the Managing Electronic Records conference in Chicago, May 19-21, 2014.

“For years we’ve been treating the symptoms of bad information governance, but not the underlying disease,” said Jay Brudz, general counsel of the IGI. “The time has come to advance the state of the art to the point where we are no longer prisoners of our own information.”


The IGI has also formed an Advisory Board of members drawn from the disciplines that own the facets of information governance, such as information security, data science and analytics, privacy, finance, compliance, records management, e-discovery, risk management, and big data. The group also is developing a Corporate Council comprised of practitioners working in IG.

At launch, IGI Advisory Board members include Courtney Ingraffia Barton, senior counsel, global privacy at Hilton Worldwide, Inc.; Julie Colgan, president of ARMA International; Leigh Isaacs, VP of the information governance Peer Group at ILTA; and Richard Stiennon, chief research analyst at IT-Harvest and well-known cybersecurity expert. Additional board members are being added on an ongoing basis.

“Information governance increasingly is being recognized as critical to leveraging the value of information while simultaneously reducing the costs and risks that surround it, particularly as it relates to records management, e-discovery, and litigation readiness,” saidLeigh Isaacs, VP of the information governance Peer Group at ILTA and IGI Advisory Board member. “The IGI is going to be a transformational force to increase awareness, shape industry standards, and offer practical advice that information governance practitioners can use daily.”

“ARMA International is thrilled to be a part of the IGI,” said Julie J. Colgan, CRM, IGP, president of ARMA International and IGI Advisory Board member.  “ARMA International has been at the forefront of shaping the IG profession through its education, publications, and the development of the Generally Accepted Recordkeeping Principles®. By bringing together a critical mass of IG stakeholders and thought leaders in a collaborative setting, we believe the IGI will be an important vehicle for helping practitioners turn thinking into action.”

“Information Governance is closely coupled to the ideas and practices of IT security,” saidRichard Stiennon, chief research analyst for IT-Harvest and IGI Advisory Board member. “In a world of rising threats against data of all types, it is important that an organization's information governance plan is integrated with its security practices.”


“Marvelous news! Well done Barclay and team for launching this long-needed IG think tank and forum,” said Peter Baumann, CEO of Active Navigation Inc. “Not a day too soon, and the Active Navigation team looks forward to working with the other IGI charter supporters to develop this critical business capability.”

“Data has become very big, with costs and risks close in tow,” said Amir Milo, CEO of Equivio. “Organizations just have to regain control over their data, and the sooner the better. Recently, some great work has started to emerge, the joint product of technologists and lawyers, working in close cooperation with corporations, which has the potential to re-define the space. The IGI is perfectly timed because it can help us all share and foster the development of this emerging knowledge base and work together to take information governance to the next stage.”

"As a provider of the industry's first subscription-based international records retention research product, we see the challenges of information governance first-hand every day," said Steve Formica, CEO of Fontis International. "We are proud to support this important new Initiative, which will play a critical role in bringing the stakeholders of information governance together."

“We’re happy to support initiatives like these that can help advance the industry,” said Andrew Sieja, president and CEO of kCura. “We’re looking forward to working with the IGI team in their efforts to educate the community.”

“The launch of the IGI marks a tipping point as the combined forces of mobile, big data, and the cloud offer immense opportunity that cripples traditional data protection and governance principles and practices,” said Deborah Baron, CEO at Nuix NA. “The IGI is uniting some of the best and brightest in the industry to tackle these challenges for the benefit of organizations globally. Nuix is proud to step up as a charter supporter, contributing our resources and expertise to help drive the industry forward.”

“Information is a key corporate asset that needs to be effectively managed and leveraged to drive innovation and growth," said Lynn Elwood, VP enterprise product marketing at OpenText, Inc. "We are entering an era of ’Big Content‘ where unstructured content continues to accumulate in massive volumes.  A strong information governance program is critical to protecting the content, protecting the organization, and unlocking the value in our information.  The IGI is perfectly timed to provide advice, knowledge-sharing, and best practices that reach across disciplines to steer information governance programs and professionals.”

“As a global leader in information management, Recall is proud to support the IGI in its mission to advance Information Governance practices and technologies,” said Recall’s Global Vice President and General Manager, Information Governance & Records, Rob Hamilton. “Information Governance is now a mission-critical objective for organizations around the world. We look forward to partnering with the IGI and its community to define global standards for securely managing the ever-increasing volume and variety of physical and digital information.”

“Recommind is excited to be a charter supporter of the IGI as we collectively drive the information governance market forward, helping the members leverage advanced technologies to solve historically difficult business challenges (Privacy, RIM, eDiscovery) – all of which are rapidly accelerating,” said Dean Gonsowski, Esq., VP business development and associate general counsel at Recommind.

“For the last five years, RSD has been on the forefront of understanding the challenges around information governance and developing a purpose-built information governance platform,” said Tamir Sigal, vice president of marketing at RSD. “We are thrilled to be part of the IGI community so we can continue learning from our peers and share how our strategy is helping address information governance issues for our customers.”

“Information overload has serious implications for organizations,” said Sheila Mackay, VP of e-discovery consulting at Xerox Litigation Services. “They increasingly need to find value in their data to be more competitive; meet the myriad regulatory, compliance, and legal requirements; and more efficiently address the costs and risks of storing, managing, and retrieving ever-increasing volumes of data. We are excited to be at the forefront of this strategic initiative to help facilitate dialogue among industry stakeholders and develop an effective and actionable information governance framework.”

“This initiative will help our clients, who, along with reducing e-discovery costs, face the information risk management challenges of long term sustainable archiving, the dark side of big data, international privacy, security, and ever changing compliance and regulatory requirements,” said Mary Mack, enterprise technology counsel at ZyLAB. “ZyLAB is proud to participate as a charter supporter of the Information Governance Initiative to contribute to the growth of this global, cross-organizational, cross-functional community.”

“As the digital age redefined the media for storing records, information governance will result in a comparable sea change in the processes by which records and information are retained, preserved, and made available,” said Robert F. Williams, president of Cohasset Associates, Inc., and founder of the Managing Electronic Records conference. “No entity better understands this transformation than IGI.”

“It's impossible to develop a defensible e-discovery and digital evidence framework without strong information governance in place, particularly as information extends into mobile devices, cloud, and virtualized repositories,” said Steve Teppler, chair of the E-Discovery and Digital Evidence Committee of the ABA. “All too often, organizations find themselves subject to sanctions because they have neglected information governance until it is too late. Seeing a thought leadership organization like the IGI take charge and offer best practices and awareness is critical to preventing problems well in advance of e-discovery requirements and digital evidence pitfalls.”



The Information Governance Initiative (IGI) is a cross-disciplinary consortium and think tank dedicated to advancing the adoption of Information Governance practices and technologies through research, publishing, advocacy, and peer-to-peer networking. We invite practitioners and organizations who wish to participate in or support the IGI to visit our website at www.IGInitiative.com.

Contact: Barclay T. Blair
info@IGInitiative.com / 866-626-2917