White Papers

Seven Essential Storage Strategies

Outlines seven essential strategies for archiving that drive cost savings, risk reduction, and IT transformation. Also covers the reasons why archiving is important, such as data storage efficiency, information transformation, coping with eDiscovery, and regulatory requirements.


November 18, 2015 Read the Summary and Request the White Paper

Is It Time to Consider Automated Classification? Part Two: Ensuring Compliance and Defensibility with Automated Classification

Outlines a workflow approach that can help organizations achieve valuable benefits in ways that are both realistic and defensible. Also covers how an organization can ensure compliance and defensibility with automated classification, the specific steps organizations can take to reap the benefits of auto-classification while ensuring compliance and defensibility, and what to expect from auto-classification.


November 10, 2015 Read the Summary and Request the White Paper

Is It Time to Consider Automated Classification? Part One: A Better Approach is Needed

This white paper covers what auto-classification is and why organizations find it worthwhile to take a fresh look at it.  Also answers the question of why an organizations should classify records, being wary of “fauxpliance,” the impact of poor record compliance on eDiscovery and data privacy, and auto classification accuracy.


November 01, 2015 Read the Summary and Request the White Paper

Six Steps to Managing ESI Part 2

Continues the previous white paper’s discussion on how legal and IT can work together to become litigation ready such as deleting unneeded documents, designating and preparing a rule 30(b)(6) witness, and auditing and refreshing the policies.


November 01, 2015 Read the Summary and Request the White Paper

Six Steps to Managing ESI Part 1

How can legal and IT work together to become litigation ready?  Also covers creating an ESI Survey Data Map, updating records retention and deletion policy, and effective litigation hold and discovery processes.


November 01, 2015 Read the Summary and Request the White Paper

Defensible Disposition Strategies

This white paper explores the reasons that defensible disposition programs stall out, outlines several strategies to help organizations “push the delete button” with confidence, the need for defensible disposition, and steps to combat the intentional and inadvertent over-retention and the inadvertent or malicious deletion of data.


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December 01, 2014 Read the Summary and Request the White Paper

Real ‐ World Strategies for Migrating and Decommissioning Legacy Applications

Managing legacy systems is becoming increasingly complicated and costly for IT and risky from an e-discovery and compliance perspective.  Additionally, this white paper discusses targeting legacy applications for migration, migrating legacy structured data into managed content, and a technology process overview of data transformation.


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June 01, 2014 Read the Summary and Request the White Paper

Metrics Based Information Governance

Outlines a metrics-based approach that focuses on results in five key areas: compliance, privacy, disposition, litigation readiness, and employee productivity. It also discusses how to measure information governance effectiveness and the role of technology in metrics-based information governance.


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October 01, 2013 Read the Summary and Request the White Paper

Email Classification Strategies That Work

Outlines several strategies for classifying and archiving e-mails to determine what should be kept and deleted.  Also covers the business requirements for email classification (records compliance, employee productivity and information sharing, defensible deletion). 


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July 01, 2012 Read the Summary and Request the White Paper

Defensive or Offensive? An Overview of Archiving Strategies

This white paper examines several different approaches for archiving along with the advantages and disadvantages of each approach.  It also covers the defensive and offensive reasons to archive information, what a strategic archive is, where to start, and what options an organization has.


March 05, 2012 Read the Summary and Request the White Paper

Stop Hoarding Electronic Documents

This white paper discusses ways to understand the “saving everything” culture and why it is not just an individual problem but also an organizational problem.  It also outlines the keys to success in building a program to combat information hoarding and obstacles to defensible deletion.


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January 01, 2012 Read the Summary and Request the White Paper

Leveraging In-house eDiscovery Technology for Protecting Data Privacy, Enabling IP Protection, and Controlling Sensitive Data

Provides an overview of the problems and risks associated with increasing amounts of data, an overview of challenges associated with intellectual property and how eDiscovery solutions can address these risks.  Also covers data privacy challenges, breaches, leaks, inadvertent disclosure, switching from defense to offence in regards to intellectual property, and leveraging in-house eDiscovery processes.


January 03, 2011 Read the Summary and Request the White Paper

What To Do with Legacy Data?

With the proper approach and right solution, organizations can manage and control legacy data, reducing cost and lowering risk. This white paper covers what legacy data and where it lives. Also covers how older data creates risk and the five steps for controlling, classifying, and deleting legacy data.


June 01, 2010 Read the Summary and Request the White Paper

How IT Can Be Difference between Litigating and Settling

When it comes to production of records for legal cases, IT is being transformed from a technical roadblock to a risk- and cost- mitigation powerhouse. Partnerships between legal and IT in many companies focuses on electronically-stored information (ESI).  Additionally, this white paper touches upon locating and mapping data (dynamic vs. manual ESI maps), understanding data topology, advanced content analysis, and the benefit of doing an early assessment.


April 01, 2009 Read the Summary and Request the White Paper

Is There a Return on Investment for E-mail Archiving

This white paper covers how organizations evaluate investment in technology and the four critical factors an email archiving ROI should include. Also touches upon what’s so special about email, IT portfolio and Return on Investment, and evaluating factors impacting return on investment.


February 01, 2009 Read the Summary and Request the White Paper

Understanding Archival Requirements from an IT Perspective Part 2

Common technical requirements are driven both by the continued accumulation of electronic documents and the need to control these documents. Some more fundamental requirements include: preserve and then delete, separate applications from data later, and control.


December 01, 2008 Read the Summary and Request the White Paper

Understanding Archival Requirements from an IT Perspective Part 1

When legal, compliance, and record management collide with IT, the most typical result is confusion. This white paper covers how archiving can be broken down into fundamental requirements, saving all types of data, large volumes of data, and searching and retrieving quickly


December 01, 2008 Read the Summary and Request the White Paper

What is Your Policy for Data in Retirement?

Problem: Information must be protected. This white paper covers the potential implementation of a layered approach to data security to ensure that data is deleted completely, actions are audited and logged, and equipment is retired in accordance to policies.


October 01, 2008 Read the Summary and Request the White Paper

Six Steps to Controlling e-Discovery for E-mail

Aside from discussing six steps that an organizations can take to control e-Discover for email, this white paper discusses how controlling e-mail requires being proactive; it’s not so much about how long you save it, but rather how well you control it. Also covers systematic and user-driven problems that are seen in many organizations.


June 01, 2008 Read the Summary and Request the White Paper

Does Records Management Matter?

Problem: Volume of corporate records shifts from paper into digital real, some question value of traditional records management approaches. How can records management become more relevant and avoid being pushed out? What can a records manager do when they find that a forest of electronic records has sprung up around their traditional paper domain?


June 01, 2008 Read the Summary and Request the White Paper

Ten Elements of Electronic Records Retention

This white paper outlines 10 key elements that must be put into place –and kept up to date- as foundations of a successful electronic records retention and destruction programs.  Organizations can better meet regulatory, legal, and operational requirements that impact business records and information.


February 01, 2008 Read the Summary and Request the White Paper

Impact of International Regulations

Discusses what the business drivers and best practices for international records retention and destruction are, how to avoid costly mistakes by identifying their causes, and managing some of the risks by using appropriate technology.


January 01, 2008 Read the Summary and Request the White Paper

Six Steps to Managing ESI under FRCP

Litigation always, has been, and will continue to be, a reality of doing business. What is changing, however, is discovery and its focus on electronically stored information (often abbreviated ESI). Recent amendments to the Federal Rules of Civil Procedure concerning the discovery of ESI coupled with the explosive growth of electronically stored documents are exposing organizations to new risks and costs during litigation and the subsequent discovery.


January 01, 2008 Read the Summary and Request the White Paper

An IT Perspective- What Legal Wants

What is driving legal from an IT perspective and covers the amended FRCP.  Discusses things that IT can do to meet the legal department’s needs such as having an effective litigation hold and discovery process, Data Survey Map, and effective document retention policies. 


October 01, 2007 Read the Summary and Request the White Paper

How Long Should Email Be Saved White Paper

Examines the reality of records retention and email archiving. Also focuses on the process of developing an effective retention policy and automating solutions to enforce rules and satisfy retention obligations. This white paper also discusses elements of an effective records retention program and how to successfully implement new policies.


October 01, 2007 Read the Summary and Request the White Paper

Ten Best Practices for Archiving

A “best practice” meets three key criteria: it is sensible and logical, low-risk, and is in widespread use.  This white paper covers what the ten best practices for archiving are such as engaging key stakeholders (legal, IT, compliance, records management), making retention periods simple, and defining a record retention policy.


August 01, 2007 Read the Summary and Request the White Paper

You’re going to Be Sued

Many companies don’t realize is that one day they are going to be sued.  This white paper discusses the role of e-Discovery technology and how IT can address immediate requirements for litigation while also preparing for future lawsuits.  In addition, it covers the top five FRCP implications for IT and what usually happens if a company receives a summons.


August 01, 2007 Read the Summary and Request the White Paper

Taking Control of Information, What Every Legal Department Wants From IT

This white paper provides an overview of FRCP changes and potential business issues that they create.  It also provides three alternative retention-policy strategies: transient (deleting all electronic records after a short time), minimalist (“it’s how we have always done it”), and workable (policy-driven archive).  Also covers six different objectives that every legal department wants such as a reasonable retention policy, clear and consistent data management, education, training, and auditing, email and file-system archiving.


June 01, 2007 Read the Summary and Request the White Paper

CIO's Guide to the New Federal Rules of Civil Procedure

Reviews best practices for achieving cost-optimized document and data archival storage systems.  Also introduces litigation readiness and how to build an action plan to enhance litigation readiness. Additionally introduces the Federal Rules of Civil Procedure (FRCP), what the new rules are, who is affected by these changes, how IT is impacted, and a checklist to evaluate FRCP readiness.


March 01, 2007 Read the Summary and Request the White Paper

Document Retention, Can You Afford It?

Covers how organizations should create document management policies. Also covers record retention obligations, record retrieval requirements, and retention costs and benefits.  Additional costs include productivity, operational, potential, litigation, and compliance.


June 01, 2004 Read the Summary and Request the White Paper

Ensuring Compliance and Reducing Risk

This white paper looks at emerging business drivers for information governance such as regulatory compliance, litigation, and business needs.  It also covers why electronic information is now considered a document and the different styles of document management that many companies go through, many times unsuccessfully.


May 01, 2004 Read the Summary and Request the White Paper

Save More, Intelligently

Document Retention and Management Best Practices Ensure Compliance, Reduce Liability and Meet Business Needs


May 01, 2004 Read the Summary and Request the White Paper

ARMA Golden Gate: How to Ask for Funding For An IG Project

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March 15, 2017


MER 2017

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May 08, 2017


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Metrics Based Information Governance Outlines a metrics-based approach that focuses on results in five key areas: compliance, privacy, disposition, litigation readiness, and employee prod... 2013-10-01
Read the Summary and Request the White Paper