enterprise vault™ and clearwell ediscovery platform: real

Enterprise Vault™ and Clearwell eDiscovery Platform: Real World ROI

Mark L. Olsen Senior Product Marketing Manager, Enterprise Vault Information Intelligence Group

1 IM B24 Enterprise Vault/Clearwell eDiscovery Platform: Real World ROI

SYMANTEC VISION 2012

Amway

2

About Amway • Multi-level direct marketing with $10.9 Billion and

20,000 employees

Shelly Lohrer • Senior Systems Support Specialist • 17 years of Domino administration experience,

including 12 years at Amway

Implementation

• Primary business driver: reduce litigation costs EV and DA exclusively used to support Legal and Compliance

• 7,500 users, 9 Terabytes, 150,000 items archived daily

• 2 data centers (adding third this year), 3 EV servers

IM B24 Enterprise Vault/Clearwell eDiscovery Platform: Real World ROI


Fidelity Investments

3

About Fidelity Founded in 1946, $3.4 trillion in Assets Under Administration, 20 million accounts

Tim Fenton Senior Systems Support Manager, Fidelity Technologies 14 years with Fidelity

Implementation 40,000 users and 120 Terabytes of data in EV



Globanet

4

About Globanet • First certified EV consultant in 1999 • 40+ employees • Over 2,500 EV implementations/upgrades/projects

Shannon Smith

• Director of Information Governance and General Counsel, Globanet

• Consults directly with corporate legal teams to develop policies and processes to support information governance programs

• Certified eDiscovery Specialist • JD/MBA from Loyola Marymount University

Implementations • Hundreds of EV implementations over last 13 years



Agenda

Real World ROI: The Mitel Story 1

Hard Cost ROI 2

Soft Cost ROI 3

IM B24 Enterprise Vault/Clearwell eDiscovery Platform: Real World ROI 5


Mitel Business Value Analysis - Background

• Customer Reference Team approached Mitel Summer (2008)

• Prepared by independent consulting firm

• Analyzed ROI from:

– Altiris™ Client Management Suite

– Symantec NetBackup™

– Enterprise Vault



Symantec Business Value Analysis

• 5 focal points:

– IT Help Desk mailbox support labor savings

– Microsoft Exchange server cost and labor savings

– Lower cost email storage

– Green energy savings

– Higher availability productivity savings

• $4.63 million in ROI for Enterprise Vault alone



Agenda


Hard Cost ROI 2

Soft Cost ROI 3



Poll: Have You Ever Held Or Seen A Subpoena?



Survey: Have You Ever Seen A Subpoena?

“documents” “records” and “files” are meant to refer as broadly as possible to complete and un-redacted forms of stored information including electronic mail, text messages sent via portable communication devices, paper hardcopy originals, photocopies and any type of images or other storage media whether found on tape, disc, microfilm, microfiche or any other electronic, magnetic, digital, optical or other machine-readable format.



Reduced Evidence Collection Costs Enterprise Vault Case Study: Mitel

• Discoverable content stored outside custodian control

• Example: CEO email stored by floating admin

• Many organizations only search custodian repositories

• Leads to increased risk of court sanctions

• Invest in one time harvest of all PST files into Enterprise Vault

• Mitel: $400K investment (capitalized) = $5.55/employee/month

• Business Value Analysis: $2.7 million in legal discovery savings over 3 year period

• 2.7 month payback on this dimension alone

Challenge Sanctions Strategy Huge ROI

1



20 40 60 80 100

Reduced Evidence Collection Costs Clearwell Case Study: American Airlines

Average Collections Time Per Case1

100 Hours

Before Clearwell

Average Cost Savings with Clearwell Collections2

After Clearwell

8 Hours $73,600

Hours 1. For 150GB collection 2. Assumes $20/hour; 40 cases/year


1

SYMANTEC VISION 2012 IM B24 Enterprise Vault/Clearwell eDiscovery Platform: Real World ROI 13

In Source Case Processing and Review

• Legal counsel very close to vest on what they spend on case processing and review

• Gartner: average litigation costs $1.75 million/case 1

• In today’s era of cost saving: compelling value proposition

– Many firms will hand off collected evidence to third party processing firms at great expense

• In one customer: $200K for single case

• At this rate Mitel’s entire EV implementation paid for with 3 cases in-sourced

1 Gartner: Dataquest Insight: eDiscovery Market Drives New Information Governance Investments, November, 2008

2


In Source Case Processing and Review Advanced Pre-Processing/Culling Of Data

2


In Source Case Processing and Review Case Dashboard

2


We were recently presented with a request that required

retrieving 7,700 relevant e-mails. Using Enterprise Vault's search

and retrieval capabilities, we spent only five hours searching for

and restoring the emails and burning them onto CDs, a process

that would have taken over 1,000 man-hours to complete under

our old method of restoring from volumes of back-up tapes.


David Taylor, CIO [Former]

State of Florida

2

16


In Source Case Processing and Review Integration Between Enterprise Vault.cloud and Clearwell


2

• Multinational music company

• 6,000 employees

Business Challenges:

• On-premise HP archive going End Of Life • Limited IT resources available to

manage on-premise applications • Needed integration with Clearwell for

eDiscovery searches • Needed to move 20 TB from HP to

Enterprise Vault.cloud


• Client liked integration story with Clearwell and long term value of Symantec’s combined archiving and eDiscovery strategy


2

Results:

Maintained full chain of custody during

eDiscovery process

Accelerated migration

Reduced overall spend on archiving

In Source Case Processing and Review Integration Between Enterprise Vault.cloud and Clearwell


Review Cost

without Clearwell

$448,000

$ 179,694

Do

cum

ents

Sen

t to

Leg

al R

evie

w

Review Cost with Clearwell

$37,000

690,000 Docs (69 GB = 40% Cull)

Before Clearwell

57,500 Docs (5.75 GB = 95% Cull)

After Clearwell

In Source Case Processing and Review Clearwell Case Study: Home Depot

Cost savings on a single case with Clearwell

$411,000 (92% Reduction)

Case Size: 1,150,000 Docs (115 GB)


2

19

SYMANTEC VISION 2012 20 IM B24 Enterprise Vault/Clearwell eDiscovery Platform: Real World ROI

In Source Case Processing and Review Case Study: Terremark

1 2 3 4 Deadline Days

Data in Archive

Data Collected

Data Reviewed

Data Produced

“Both Enterprise Vault and Clearwell paid for themselves on this case in just a matter of weeks.” -Shawn Waggoner, Director of Archiving and eDiscovery, Terremark

2x faster collection using archive

90% reduction in data to be reviewed

Hundreds of concurrent reviewers supported

200 docs/hr. review rate

DOJ and litigation deadlines met

2


Recurring Legal Review Costs

Cost

Risk

No Archiving/ eDiscovery

Solution


3

2 See Gartner: eDiscovery Vendor Pricing: Quick Return On Investment If You Know Where To Look, April, 2009

“Before Enterprise Vault, fulfilling legal requests could take a month or more and easily cost over $100,000. When Enterprise Vault returns results quickly, it pays for itself with each legal discovery.”

John Underhill, Director of IT Infrastructure, Inova Health Systems

• Far greater number of items for high cost legal review

• Example: 65 million remain in storage and searchable by future cases

• 0.01% are relevant

• 65,000 items added to each case

• Total cost = $200K - $400K


Stop Buying Storage

22

Expiry

• Automatic expiration of content not on Legal Hold 73% storage reclamation

• BVA = $118,000

Single Instance

• Enterprise Vault has native de-duplication known as Optimized Single Instance Storage [OSIS]

• BVA = $75,000

Shortcuts

• Mitel: Value of reclaimed Exchange Tier 1 Disk = $48,000

Green IT

• Fewer servers lowered electric bill by $90,000/year

• Reduced carbon footprint by 500,000 KG

Lower Cost Storage

• Archived content stored on Tier II disk

• $1,800,000 savings

Consolidation

• Symantec BVA: EV allowed more users/Exchange Server Consolidation

• BVA = $2,600,000

4



Reduced Data Protection Costs

23

Disk Reclamation

Fewer Backup Tapes

Reduced Wear and Tear On Tape Drives

Reduced Off-Site Storage Costs

Faster Recovery Time

1 2 3 4 5

5



• Organizations of all sizes will purchase legal risk mitigation insurance from firms such as Marsh

• Typically high deductible (e.g. $5 million)

• Above deductible, insurance company absorbs some or all costs including litigation costs

• High premiums due to poor litigation preparedness

Potential Lower Risk Insurance Premiums

24

after

Without Enterprise

Vault/Clearwell

With Enterprise Vault/Clearwell

Risk Insurance


6


• Contrast to firms like Mitel and Home Depot with fully deployed archiving and eDiscovery solutions in advance

• Much lower litigation preparation costs and legal fees

• Lower risk insurance premiums

Potential Lower Risk Insurance Premiums

25

after

Without Enterprise

Vault/Clearwell

With Enterprise Vault/Clearwell

Risk Insurance


6


Agenda


Hard Cost ROI 2

Soft Cost ROI 3



Strategic Search 7

• CEO approached Enterprise Vault administrators with suspicion of confidential data being leaked to dissident shareholder

CEO Suspicion



Strategic Search 7


Journal Search

CEO Suspicion

• Journal searched in 10 minutes



Strategic Search 7


Results

Journal Search

CEO Suspicion


• 60 relevant emails returned • 30 = validated suspicion of collusion



Strategic Search 7


Results

Journal Search

CEO Suspicion


• 60 relevant emails returned • 30 = validated suspicion of collusion

How do you place a value on THAT?



Reduced Risks of Sanctions From Failure To Preserve

• Never underestimate power of courts to impose multi-million $ sanctions for failure to implement legal hold

8

“In addition to the fine, the judge ordered [the company] to create a plan to improve its case management and legal discovery process to prevent a discovery issue in the future.”


Reduced Risks of Sanctions From Failure To Preserve

• Never underestimate power of courts to impose multi-million $ sanctions for failure to implement legal hold

“The magistrate judge found [the company’s] discovery violation to be “monumental and intentional” and went on to refer 6 of [their] lawyers to the State Bar of California, which may result in disciplinary action for the lawyers.”

8

“In addition to the fine, the judge ordered [the company] to create a plan to improve its case management and legal discovery process to prevent a discovery issue in the future.”


Reduced Risks of Sanctions From Failure To Preserve: Hot Off The Press!

8


E.I. DU PONT DE NEMOURS AND COMPANY, Plaintiff, v. KOLON INDUSTRIES, INC., Defendant.

Civil Action No. 3:09cv58.July 21, 2011.

33



8


E.I. DU PONT DE NEMOURS AND COMPANY, Plaintiff, v. KOLON INDUSTRIES, INC., Defendant.

Civil Action No. 3:09cv58.July 21, 2011.

34



8



Early Case Assessment

36

Early Legal Strategy

Data Ingested Into Enterprise

Vault/ Clearwell

Early/Lower Cost

Settlement

Lower Attorney Fees

Rapid Analysis In-Place Legal

Hold

9



72%

28%

Data Eligible For Expiry Business Records

65 million emails

Risk Reduction From Enabling Expiry


10

25 million emails

• Potential of 65,000,000 “smoking gun” emails

• Enabling expiry significantly reduced risk

=


Fraudulent Claim Protection

Think of Enterprise Vault as an indelible watermark that protects against fraudulent claims

“The Council was able to prove that the email had been ‘doctored’, as Symantec Enterprise Vault software holds the original email locked away and time stamped in the Vault.” - Luton Borough Council

11



Pro-Active Organization With Enterprise Vault, Enterprise Vault.cloud,

Clearwell

Reactive Organization

Time Savings By Pre-Indexing Content

39

eDiscovery fire drill

Litigation support vendor backlogged

Days to months before assessment

Content is pre-indexed

Immediate early case assessment

Day 1 legal strategy developed

after


12


End User Search Productivity Search Gains 13


$3.6 M Productivity Gain

500 File Types Indexed

End User Search < 2 Seconds

3,000 Employees


20 GB Lost Data Pile Of Paper

2,300 Feet Tall

Assume 1% Corruption Disk Failure

Mitel: 8,000 PST Files

2 Terabytes

Reduced Loss From PST Corruption/Drive Failure

41

14

Symantec: $72,000 in reduced Help Desk support costs



• End result: mail system stability

• Mitel: Expiry reduced data store by 72%

• Mitel: Enterprise Vault short cut process reduces data store ~23%

• Particularly with earlier versions of Exchange or Domino, large data stores were unstable

Improved Mail System Stability From Smaller Data Stores

42

EV Shortcuts

Mail Data Store

Expiry

Stability


15


Manual Expiry Labor Costs 16


What would the labor costs be for 2,000 employees to manually

delete email every week?

What about risks from deletion of items on legal hold?

SYMANTEC VISION 2012 44

Tying It All Together: A Single Solution For The Entire Electronic Discovery Reference Model

Information Management

Identification

Preservation

Collection

Processing

Review

Analysis

Production

The Electronic Discovery Reference Model (EDRM)


Clearwell eDiscovery Platform Enterprise Vault

Enterprise Vault.cloud


Further Enterprise Vault Sessions

45

IM B29: The Hangover 2.5 Waking Up to Exchange 2010 Archiving & eDiscovery Realities

Thursday, 11:30 am, Room 114


IM L17: The Clearwell eDiscovery Platform: Identification and Collection Hands on Lab

Thursday, 10:15 Room 122 (Lab)

IM B29: The Hangover 2.5 Waking Up to Exchange 2010 Archiving & eDiscovery Realities

Thursday, 11:30-12:30, Room 114

Enterprise Vault Search Feedback Session Preview & Feedback Session on New Enterprise Vault Search

Thursday, 10:15 am, Room 110


IIG Passport To Win

46

Pick up an IIG Passport

How to increase your chances: Attend more than 3 sessions. Earn an

additional stamp per session

Compose a tweet with #Enterprise Vault, #Clearwell or # EV.cloud and present your

tweet at the IIG Booth in the Expo Hall

Attend IIG sessions

Receive a stamp after the session.

After 3 sessions you are eligible to win 1 of 3 Jawbone Jamboxes


Thank you!

Copyright © 2012 Symantec Corporation. All rights reserved. Symantec and the Symantec Logo are trademarks or registered trademarks of Symantec Corporation or its affiliates in the U.S. and other countries. Other names may be trademarks of their respective owners. This document is provided for informational purposes only and is not intended as advertising. All warranties relating to the information in this document, either express or implied, are disclaimed to the maximum extent allowed by law. The information in this document is subject to change without notice.


Mark L. Olsen, Senior Product Marketing Manager

[email protected]

47

enterprise vault™ and clearwell ediscovery platform: real

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