buildingi sharepoint ediscovery presentation to seattle tri-cities arma chapters

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eDiscovery in SharePoint 2013 What’s In It for You? Presented by Buildingi ARMA Tri-Chapter Seminar Seattle, WA May 30 th , 2013

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This presentation reviews the eDiscovery offering from Microsoft and outlines "What is in it for you?" (the enterprise customer).

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Page 1: Buildingi SharePoint eDiscovery Presentation to Seattle Tri-Cities ARMA Chapters

eDiscovery in SharePoint 2013What’s In It for You?

Presented by Buildingi

ARMA Tri-Chapter Seminar

Seattle, WA May 30th, 2013

Page 2: Buildingi SharePoint eDiscovery Presentation to Seattle Tri-Cities ARMA Chapters

Introductions and Buildingi Overview

Julie Weston, Managing Director [email protected]

David Brandt, Senior Solutions [email protected]

Buildingi• Serving clients since 1994• 75 employees• Deep expertise in SharePoint and Office 365• Locations in Bellevue, Atlanta, Washington DC and Costa Rica

Page 3: Buildingi SharePoint eDiscovery Presentation to Seattle Tri-Cities ARMA Chapters

The eDiscovery Process

Create and Manage

Identify and Hold

Search and Export

Review Produce

Page 4: Buildingi SharePoint eDiscovery Presentation to Seattle Tri-Cities ARMA Chapters

A Successful eDiscovery Solution Will…

• Respond quickly and accurately to litigation threats

• Discover records quickly while filtering extra information

• Balance review costs with the danger of delivering privileged content

• Comply with legal discovery requirements

• Be simple and intuitive for users

Page 5: Buildingi SharePoint eDiscovery Presentation to Seattle Tri-Cities ARMA Chapters

Few Solutions Are Succeeding

• Only 12% of records managers are “Very Confident” in their

current systems (ARMA and Forrester Research)

• Results of inefficiencies or ineffectiveness of organizations’

document-driven business practices (IDC Report):

• Paid financial settlement of $50k or more 15%

• Suffered major IT security breach 17%

• Got pulled into a major audit 24%

Page 6: Buildingi SharePoint eDiscovery Presentation to Seattle Tri-Cities ARMA Chapters

eDiscovery in SharePoint

• Have you tried or had trouble implementing eDiscovery in SharePoint 2010?

• SharePoint 2013 and its eDiscovery Center represent a significant step forward

• Case site template is very user friendly

• Identify, hold, search and export content

• In place holds for SharePoint, Exchange and Lync

• Placing holds takes minutes, not days

Page 7: Buildingi SharePoint eDiscovery Presentation to Seattle Tri-Cities ARMA Chapters

SharePoint 2013 In Action

In this demo, we will…

• Create a case

• Discover records and in-place holds

• Report on our hold

• Generate discovery deliverables

Page 8: Buildingi SharePoint eDiscovery Presentation to Seattle Tri-Cities ARMA Chapters

What does SharePoint do for eDiscovery?

Create and Manage

Identify and Hold

Search and Export

Review Produce

SharePoint 2013

Page 9: Buildingi SharePoint eDiscovery Presentation to Seattle Tri-Cities ARMA Chapters

What does SharePoint do for eDiscovery?

• Enterprise Content Management• Enterprise search across content repositories• Metadata and tagging in SharePoint libraries• eDiscovery Center—centralized case creation and management

Create and Manage

Identify and Hold

Search and Export

Page 10: Buildingi SharePoint eDiscovery Presentation to Seattle Tri-Cities ARMA Chapters

What does SharePoint do for eDiscovery?

• Identify Content Repositories—SharePoint sites, mailboxes and crawled content

• Filter content based on properties, like dates and authors• In-place holds across SharePoint and Exchange

Create and Manage

Identify and Hold

Search and Export

Page 11: Buildingi SharePoint eDiscovery Presentation to Seattle Tri-Cities ARMA Chapters

What does SharePoint do for eDiscovery?

• Perform custom queries of identified content sources• Review query statistics• Preview query content• Export query content• Export reports on query discovery, content and other key information

Create and Manage

Identify and Hold

Search and Export

Page 12: Buildingi SharePoint eDiscovery Presentation to Seattle Tri-Cities ARMA Chapters

0% 10% 20% 30% 40% 50% 60% 70% 80%

Social Media

IMs, Texts (Lync)

SharePoint

Email (Exchange)

Database or applicationdata

Files and Documents

What can SharePoint Discover and Hold?

Page 13: Buildingi SharePoint eDiscovery Presentation to Seattle Tri-Cities ARMA Chapters

What can’t SharePoint 2013 do?

SharePoint 2013 isn’t an end-to-end eDiscovery solution:

• Some content sources cannot be held-in-place:• File Shares

• Enterprise systems other than SharePoint

• Litigation hold notifications require 3rd party solutions or custom development

• Discovered records still require a legal review solution outside of SharePoint before they can be produced

Page 14: Buildingi SharePoint eDiscovery Presentation to Seattle Tri-Cities ARMA Chapters

Our conclusions on SharePoint 2013 for eDiscovery

• Easy to pilot• Integrated with existing technologies and may not require separate

investment

• Centrally managed with simple interface, powerful delivery system

• Flexible• Supports in-place holds across multiple systems

• Fast• Implement a robust eDiscovery system in days and weeks with a

platform already available to you

• Move from creating a case to reporting on held content in minutes

Page 15: Buildingi SharePoint eDiscovery Presentation to Seattle Tri-Cities ARMA Chapters

eDiscovery Center DemoDuring the May 30 breakout session, David Brandt walked attendees through a live demo of the eDiscovery Center. The following slides are static screen shots of the demo.

Page 16: Buildingi SharePoint eDiscovery Presentation to Seattle Tri-Cities ARMA Chapters

eDiscovery Center

• SharePoint 2013 eDiscovery can span spaces and also span products

• SharePoint, Lync, and Exchange work together to make the right data discoverable for the right people at the right time

• Create a new case

• Navigate to an existing case

Page 17: Buildingi SharePoint eDiscovery Presentation to Seattle Tri-Cities ARMA Chapters

eDiscovery Center:Create new case• Enter case title, description and other

necessary information

Page 18: Buildingi SharePoint eDiscovery Presentation to Seattle Tri-Cities ARMA Chapters

Case Site:Northwind Traders• Create and Access eDiscovery Sets

• Monitor Hold Statuses

• Create and Access Queries

• Monitor Export Statuses

Page 19: Buildingi SharePoint eDiscovery Presentation to Seattle Tri-Cities ARMA Chapters

Identify and Hold:New eDiscovery Set

Page 20: Buildingi SharePoint eDiscovery Presentation to Seattle Tri-Cities ARMA Chapters

Identify and Hold: Add and Manage Sources

Page 21: Buildingi SharePoint eDiscovery Presentation to Seattle Tri-Cities ARMA Chapters

Identify and Hold: Northwind Hold

Page 22: Buildingi SharePoint eDiscovery Presentation to Seattle Tri-Cities ARMA Chapters

Identify and Hold: Preview Results

Page 23: Buildingi SharePoint eDiscovery Presentation to Seattle Tri-Cities ARMA Chapters

Identify and Hold: Preview Results

Page 24: Buildingi SharePoint eDiscovery Presentation to Seattle Tri-Cities ARMA Chapters

Search and Export: Northwind Audit

Page 25: Buildingi SharePoint eDiscovery Presentation to Seattle Tri-Cities ARMA Chapters

Search and Export: Northwind Audit (cont.)

Page 26: Buildingi SharePoint eDiscovery Presentation to Seattle Tri-Cities ARMA Chapters

Search and Export: Northwind Audit Export Documents

Page 27: Buildingi SharePoint eDiscovery Presentation to Seattle Tri-Cities ARMA Chapters

Search and Export: Northwind Audit Export Reports

Page 28: Buildingi SharePoint eDiscovery Presentation to Seattle Tri-Cities ARMA Chapters

Q&AThank you for your time!