1. eDiscovery & Information Governance Think Tank
Robert F. Smallwood

3. About Institute for IG
Dedicated to research & training in IG
In house, live online, and recorded/on-demand IG training classes
Certificate in IG Basics, IG Advanced Concepts & Best Practices

4. “The first book to articulate a truly holistic approach to IG.”
- Barclay Blair, IG Initiative
“A comprehensive and authoritative resource.”
- Robert Williams, Cohasset Associates

5. Information Governance
The activities and technologies that organizations employ to maximize the value of their information while minimizing associated risks and costs. – IG Initiative .”
“Security, control, & optimization of information.”
Source: EDRM.net

6. Information Governance
The activities and technologies that organizations employ to maximize the value of their information while minimizing associated risks and costs. – IG Initiative .”
“Security, control, & optimization of information.”
Source: EDRM.net

7. “Getting Your House in Order”
INFORMATION
GOVERNANCE
“Getting Your House in Order”
- Source: George Socha

8. IG: Focus on HIGH VALUE Info
Approximately 25% of info stored in organizations has real business value
5 percent must be kept as business records
About 1 percent retained for litigation hold
69% is costly junk!
Source: OCEG

9. What Does Information Governance Do?
An initiative focused on reducing data storage costs, organizing information, & aligning information management with information value:
 Comply with global regulations
 Implement value-based archiving & defensible disposal
 Automate the Legal Holds (LHN) and eDiscovery process
 Extend and automate retention management
 Reduce or curb the cost of storage
The End Result:
Substantial cost reduction and avoidance
Reduced business, litigation, and compliance risk
Improved information quality
Improved business insights by leveraging information

10. Defining Information Governance
IG is a sort of “super discipline”
Emerged as a result of new and tightened legislation governing businesses
Also recognition that multiple overlapping disciplines were needed to address today’s information management challenges

11. Information Governance
Corporate Governance
Specificity
Information Governance
IT Governance
Data Governance

12. Defining Information Governance
IG includes key concepts from:
corporate governance
records management
information security
e-discovery
litigation readiness
content management
IT and data governance
data privacy
risk management
regulatory compliance
digital preservation
business intelligence
and even KM…

14. What is ROT? Redundant, Outdated, or Trivial (ROT) information
Log files, temp files, PST files, orphaned content, unknown content, illicit/unauthorized content

15. What is FACR? File Analysis, Classification, & Remediation software
Can quickly scan files to determine file type, author, when last accessed, near-duplicates & more
Assists in identifying targets for defensible deletion
Some can even begin to insert metadata tags to assist in classification

19. 96% People – Weakest Link? Training & Communications are Key!
Awareness of types of threats - updates
Consistent reinforcement of IG program principles

22. IG: Best Practices Executive Sponsorship Cross-functional approach
Develop risk mitigation plan
Small wins, show results
Ongoing “evergreen” program

25. eDiscovery & Information Governance Think Tank
Robert F. Smallwood