SPTechCon 2014 - Keep the Lawyers off Your Back:Where does eDiscover and Compliance fit within SharePoint

Confidential and Proprietary © 2012, Actiance, Inc. All rights reserved. Actiance and the Actiance logo are trademarks of Actiance, Inc.

Keep the Lawyers Off Your Back!Top 5 Gaps in SharePoint Compliance & eDiscovery

Trevor DaughneyVP of MarketingActiance

Jeff WillingerDirector of Collaboration Rightpoint

Confidential and Proprietary © 2012, Actiance, Inc. All rights reserved.

Text Your Answer!

@tdaughney @jwillie

Confidential and Proprietary © 2012, Actiance, Inc. All rights reserved.

Guest Speaker – 2014 Top SharePoint Influencer

JEFF WILLINGER

World-wide speaker and evangelist on the value of SharePoint, Social Networking, Social Media, Social Computing and Intranets and Mobile everything. President of Social Media Club Chicago.

Twitter, Facebook and LinkedIn Expert

Director of Collaboration and Social Business, Rightpoint

@tdaughney @jwillie

Confidential and Proprietary © 2012, Actiance, Inc. All rights reserved.

What’s in it for YOU?

An offer: I am buying you a drink TONIGHT

Follow @jwillie and @Rightpoint and Tweet this:

“ Listening to @jwillie and @rightpoint rant and rave about SharePoint, compliance and eDiscovery #SPTechCon ”

OR

@tdaughney @jwillie

Confidential and Proprietary © 2012, Actiance, Inc. All rights reserved.

“LIKE” me

@tdaughney @jwillie

Confidential and Proprietary © 2012, Actiance, Inc. All rights reserved.

SharePoint 2013 Compliance and eDiscovery

Global capture of structured & unstructured data

eDiscovery center & case management

Preservation in-place

Project-based retention policy scheduling

@tdaughney @jwillie

Confidential and Proprietary © 2012, Actiance, Inc. All rights reserved.

1. Multiple Collaboration Environments

Gartner predicts

– By 2016, 50% of large organizations will have internal Facebook-like social networks

– 30% of these will be considered as essential as email/telephones are today

– By 2017, at least 40% of large organizations will struggle to integrate multiple internal social networking applications

– Platform fatigue?

@tdaughney @jwillie

Confidential and Proprietary © 2012, Actiance, Inc. All rights reserved.

2. Regulatory and Data Protection Requirements

GOVERNMENTFINANCIAL

FINRA

SEC

GLBA

PCI DSS

ENERGY

FERC

NERC

CFTC

NFA

HEALTHCARE

HIPAA Sunshine Laws

Florida GRS

North Carolina

Massachusetts

@tdaughney @jwillie

Confidential and Proprietary © 2012, Actiance, Inc. All rights reserved.

3. Downstream eDiscovery Requirements

Duke University eDiscovery Study finds that sanctions are way up

– 7 cases in 2003 versus 111 cases in 2009

– Sanctions of up to $8.8 million

Contextual Capture

Deletions & Modifications

@tdaughney @jwillie

Confidential and Proprietary © 2012, Actiance, Inc. All rights reserved.

4. Older SharePoint Infrastructure

Gartner Recommendation

“SharePoint 2013 improves on the 2010 software's feature and function, but has not improved enough to warrant changing your existing strategies. Gartner recommends no change if your organization is in progress with a 2010 rollout.”

SharePoint 2013: Good Progress but Missed Opportunities, Feb. 6, 2013

@tdaughney @jwillie

Confidential and Proprietary © 2012, Actiance, Inc. All rights reserved.

5. Archiving – Are You IN or OUT?

Preservation-In-Place Outside Archive

@tdaughney @jwillie

Confidential and Proprietary © 2012, Actiance, Inc. All rights reserved.

Summary (a.k.a. “the big so what”)

Know the 5 gap scenarios where you may need a more active compliance infrastructure in place to deploy SharePoint:

1. multiple collaboration environments

2. regulatory and data protection requirements

3. downstream eDiscovery requirements

4. older SharePoint infrastructure

5. archiving approach (in-place or separately)

@tdaughney @jwillie

Confidential and Proprietary © 2012, Actiance, Inc. All rights reserved.

Feature Description Benefit

Real-time alerts • Send real-time alerts based on content detected (e.g., abusive language, trade secrets)

• Ensure that confidential information doesn’t get leaked out

• Protect corporate brand and reputation

Granular capture • Define capture policies at a global, group or site level to map to compliance or corporate governance standards

• Remain compliant with regulatory and legal recordkeeping requirements (e.g., FRCP, SOX, HIPAA, SEC)

• Reduce storage costs by capturing only relevant content

• Expedite eDiscovery in the event of litigation

Contextual capture • Content shown in context of other related items in reviewer UI

• Decrease litigation costs• Reduce likelihood of sanctions for

production delays

Top Features to Enhance SharePoint

@tdaughney @jwillie

Questions? … and Thank You!

Jeff Willinger312.622.2300