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The SIG Webinar will begin shortly. Once the webinar begins, the sound will come from your computer speakers. In the meantime, please take a look at the upcoming SIG networking events listed on the right side of your screen and plan to join us if you are in one of these cities this fall. NETWORKING EVENTS GLOBAL SUMMITS Oct 27-29, 2015 Amelia Island SYMPOSIUMS March 25 Minneapolis, MN May 20 Toronto, Canada REGIONAL ROUNDTABLES Apr 29 Chicago, IL May 6 Atlanta, GA May 13 Houston, TX For more information and to register for all SIG events: www.sig.org

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  • The SIG Webinar will begin shortly. Once the webinar begins, the sound

    will come from your computer speakers.

    In the meantime, please take a look at

    the upcoming SIG networking events listed on the right side of your screen

    and plan to join us if you are in one of these cities this fall.

    NETWORKING EVENTS

    GLOBAL SUMMITSOct 27-29, 2015 – Amelia Island

    SYMPOSIUMS

    March 25 – Minneapolis, MN

    May 20 – Toronto, Canada

    REGIONAL ROUNDTABLES

    Apr 29 – Chicago, IL

    May 6 – Atlanta, GA

    May 13 – Houston, TX

    For more information and to register for all SIG events:www.sig.org

  • Become a SIG Champion and earn points in the process by…

    • Attending an event• Dialing into a webinar• Speaking at a Summit• Submitting content to our blog or SRC• Referring a new member• And more

    For more information and to register for all SIG events:www.sig.org

  • RECENT POSTINGS

    The SIG Career Network is bursting with opportunities.

    New jobs are posted daily by some of the best known global

    companies in the world for those seeking careers in sourcing,

    outsourcing, procurement and related functions.

    For more information go to: www.sig/career-center.org

    NEW to the Career Network!

    • Ecolab – posted March 17:

    • Procurement Manager, Indirect

    • UNUM – posted March 12:

    • Category Manager

    • Blue Shield of California – posted March 10

    • Senior Sourcing Specialist

    • GAP, Inc. – posted March 3:

    • Strategic Sourcing Manager, Marketing

    • MidFirst Bank – posted March 2:

    • Supervisor of Vendor Management

    • Shaw Communications – posted Feb 24:

    • Category Manager – Technical

    • Category Manager – Corporate Goods

    • FAST Search – posted February 18:

    • Director, Procurement Excellence

    • Shire – posted February 17:

    • Head of Global Procurement

  • bit.ly/SIGLinkedIn @SIGinsights bit.ly/SIGfacebookbit.ly/SIGYouTube

    Join the discussion in SIG’s Peer2Peer Resource program too!

    Stay connected with other SIG members through various social media channels

    SOCIAL MEDIA

    bit.ly/SIGBlog

  • New Topic Each Week2:00 pm Eastern

    (11:00 am Pacific)

    Upcoming Free SIG Webinars:

    April 16, 2015Solution Deep Dive: Attracting and Engaging your Contingent WorkforcePresented by Allegis Global Solutions

    April 21, 2015Thought LeadershipPresented by Canon Business Process Services

    April 23, 2015Thought LeadershipPresented by Denali Group

    April 28, 2015Thought LeadershipPresented by Fieldglass

    Register at www.sig.org

    For more information and to register for all SIG events:www.sig.org

  • Upcoming Town Hall Teleconference:

    April 8th

    Emerging Priorities in

    21st Century Leader Development

    Presented by:

    Colonel Bernard BanksUnited States Military Academy – West Point

    SIG Town Hall Teleconferences

    bring a small group of buy-side ONLY attendees together for a facilitated discussion on top-of-mind issues in an open-mic, private conversation.

    Town Hall Teleconferences are NOT recorded.

    Calendar of Town Hall

    Teleconferences

    Taking place at 1:00 pm Eastern on

    the following dates:

    February 11 August 12

    April 8 September 9

    May 13 October 14

    June 10 November 11

    July 8 December 9

    For more information and to register for all SIG events:www.sig.org

  • SIG Symposiums and Regional Roundtables provide education and local networking for members and invited non-member corporate users

    Symposiums 2015:

    Minneapolis, MN – Mar 25Toronto, Canada – May 20Columbus, OH – Sep 16New York, NY – Oct 15San Francisco Bay Area – Nov 10

    Regional Roundtables 2015:

    Chicago, IL – Apr 29 Atlanta, GA – May 6 Houston, TX – May 13Washington, D.C. – Oct 1Raleigh, NC – Nov 4

    For more information and to register for all SIG events:www.sig.org

  • SIG Global Summits are semi-annual events with 350-450

    decision-makers in attendance

    • Non-commercialized

    • Hundreds of industry thought

    leaders

    • 70% buy-side

    • 4-5 keynote sessions

    • Global brands

    • 3 days of networking

    • CPO Roundtables

    • Nearly 50 breakout sessions

    69% of delegates are

    director level or above, of

    which 43% are VP/C-level

    www.sig.org/summits.php

    Recent speakers include:

    http://www.google.com/imgres?imgurl=http://www.skynet.ie/~tyrion/pro/pres/09_zip/microsoft-logo.jpg&imgrefurl=http://www.skynet.ie/~tyrion/pro/pres/09_zip/&usg=__lxp5mveq4AmpiJwQ2odMNFFXK8E=&h=686&w=2846&sz=80&hl=en&start=1&itbs=1&tbnid=qXPGv2e2QgNLeM:&tbnh=36&tbnw=150&prev=/images?q=microsoft+logo&hl=en&gbv=2&tbs=isch:1http://www.google.com/imgres?imgurl=http://www.skynet.ie/~tyrion/pro/pres/09_zip/microsoft-logo.jpg&imgrefurl=http://www.skynet.ie/~tyrion/pro/pres/09_zip/&usg=__lxp5mveq4AmpiJwQ2odMNFFXK8E=&h=686&w=2846&sz=80&hl=en&start=1&itbs=1&tbnid=qXPGv2e2QgNLeM:&tbnh=36&tbnw=150&prev=/images?q=microsoft+logo&hl=en&gbv=2&tbs=isch:1

  • Understanding and Minimizing eDiscovery Costs

    Ted Ardelean, Director of Research & Development

    Alisha Hope, Sr. Project Manager of Electronic Discovery Services

    March 17, 2015

  • CONFIDENTIAL 10

    Speakers

    Ted Ardelean, Director of Research & Development

    Canon Business Process Services, Inc.

    As director of service marketing, Ted works closely with client service delivery,

    operations, technology partners, and customers to develop new services based on

    changing client needs and technology. In addition, Ted’s 25 year business experience

    also includes financial and operational management in outsourcing, Management

    Consulting, and Manufacturing.

    Alisha Hope, Senior eDiscovery Project Manager

    Canon Business Process Services, Inc.

    Alisha has managed eDiscovery projects through the steps of inventory, processing,

    searching, review, production, privilege log reporting, trial, and post-trial archival for 10

    years. She has significant experience and expertise in implementing and managing large

    multi-faceted automated review workflows, as well as complex production specifications.

    She assists clients with the preservation and collection of data, and search term result

    analysis. She also provides consultative advice to legal teams regarding complex review

    strategies, production specifications, and privilege logs. With an eye on client

    satisfaction, Alisha also tests new technology, while establishing and implementing best

    practices for our applications and clients.

  • AGENDA eDiscovery overview and process

    The cost structure of an eDiscovery project

    How to control and reduce eDiscovery spending

    Case Study

    Q & A

    11

  • Subsidiary of Canon U.S.A., a Canon Group Company

    Services

    Business Process Outsourcing: Accounts Payable and T&E, Student Financial Aid,

    Claims Processing

    Document Process Outsourcing: Imaging, records management, print, mail

    Office Services: Reception, hospitality, A/V

    Discovery Services: Consulting, electronic discovery, technology

    Facilities Management: Campus Management, Inventory and Material Control

    Service Delivery On-site, off-site, off-shore processing center

    Six-sigma process excellence based methodology

    Customized, technology enabled

    IAOP Top 100 Global Outsourcing Leader 2007 to 2015

    Canon Business Process Services

    12© 2015 Canon Business Process Services, Inc. All rights reserved.

  • CONFIDENTIAL 13

    What is eDiscovery?

    Requirement that organizations collect, preserve, review and produce information for

    legal and regulatory proceedings.

    Legal

    Current litigation

    Anticipated litigation

    Mergers & acquisitions

    Investigation

    State/Federal regulators

    SEC

    IRS

    HIPPA

    Audits

    Internal audits

    External audits

    Public Disclosure

    Freedom of Information

    Public Records

  • eDiscovery Process - EDRM Model

    All companies, even if

    they have only one

    internal investigation or

    potential litigation per

    year, need a proven

    process, based on best

    practices, that involves

    the legal and IT

    departments in

    identifying, preserving

    and collecting

    electronically stored

    information (ESI).

    Gartner 2011

  • CONFIDENTIAL 15

    Pol l Quest ion #1

    How does your organization manage eDiscovery project work?

    • We have an internal eDiscovery team (under our legal department)

    • We rely on our outside counsel

    • We outsource eDiscovery work through RFP process to preferred providers

    • Not sure, don’t know

  • 16

    What dr ives the costs of eDiscovery?

    • Poor or lack of good records and information management practices

    – Organization (identification)

    – Retention/destruction (policy)

    • More litigation / regulations

    • Electronic format– Low cost - easy to accumulate hard to destroy

    – Rapid data/document/information accumulation

    • Poor or no process for responding to discovery– Lack internal plan and resources

  • 17

    eDiscovery Costs

    DID YOU KNOW?Fortune 500 litigation costs grow at 28% annual pace to an estimated $6.7 billion in 2014.

    Costs for cases with an ediscovery element were 48% higher than ones without

    A single GB of storage costs $0.20. The average cost to review that GB for legal discovery is $18,000.00

    Collection

    • 10%

    Processing

    • 20%

    Review

    • 70%

    90% of new records are

    created electronically

    Only 50% of electronic

    documents are printed

    The number of GB processed per year is growing by 40-

    60%

  • CONFIDENTIAL 18

    The Cost Structure of an eDiscovery Project

    Collect and Preserve EvidenceRestore backup tapes - $275 per tapeConsulting - $225 / hrForensic hard drive copies - $500 / custodian

    Process and Search Data de-duplication, metadata extraction, searching, $200 -$400 per Gbbibliographic indexing done by human - $.80 / document

    Review

    Hosting fee - $10 - $50 per Gb per month, $30 - $75 per DB userProject management - $75 – $150 per hourLegal review fees – $25-$150 per hr in the US. (lower rate is off-shore.)

    Produce

    TIFF images $0.04-0.06 per pagePrinted copy $0.01-0.04 per pageLoad files - $50+ per file, dependent on customizationsNative files $500+ per Gb

  • CONFIDENTIAL 19

    Example Matter with 5 custodians and 100 GB of ESI, using a per unit rate

    Summary / Example of a 100 GB project

  • CONFIDENTIAL 20

    How can you minimize eDiscovery costs?

    • Effective records management and information governance

    • Develop a litigation readiness plan

    • Develop eDiscovery best practices

    • Develop in-house capabilities

    • Use managed service delivery model

  • CONFIDENTIAL 21

    Benef i ts of Managed eDiscovery Services

    Reduced Total Cost of Ownership (TCO)

    • No hardware or software investment

    • No hardware or software maintenance and support

    • Reduce risk of obsolescence

    Flexible and scalable delivery model

    • On-Premise

    • Off-Premise

    • Cloud

    • Mobile

    Experienced professional services team

    Proven, consistent processes

    Deep product expertise and agile responsiveness

  • Case Study

    22

    C H A L L E N G E

    • Staff straining to support clients needs around electronic

    discovery

    • Need to mitigate risk of operational failure in internal

    electronic discovery processing

    • Attorneys complaining of multiple price points,

    processes and technology platforms

    S O L U T I O N

    • Install dataDeliver™ in DC headquarters, NY and LA offices

    • Develop best practices around electronic discovery

    R E S U L T S

    • Emergence of Electronic Discovery Practice Group

    • Firm’s Litigation Support Resources Refocused

    C U S T O M E R P R O F I L E

    • Large U.S. law firm based in Washington, D.C.

    • Ranked 117th in size and 71st in profit per attorney.

    • Offices in major metro regions

  • CONFIDENTIAL 23

    Information sources

    The Sedona Conference

    http://www.thesedonaconference.org/

    The Electronic Discovery Reference Model

    http://www.edrm.net

    Federal Rules of Civil Procedures (Cornell University Law School)

    http://www.law.cornell.edu/rules/frcp/

    RFP Template

    Please send email to [email protected]

    http://www.thesedonaconference.org/http://www.edrm.net/http://www.law.cornell.edu/rules/frcp/

  • CONFIDENTIAL 24

    Key Takeaways

    • eDiscovery is time sensitive, and can be expensive

    • Successful eDiscovery projects requires planning and a defensible

    process

    • A strong information governance program is the #1 way to reduce overall

    eDiscovery costs, and empower defensibility

    • Having eDiscovery response plans in place reduces the cost and speeds

    the execution of response to document requests

    • eDiscovery requires expertise and tools

    • Using a vendor who owns their technology ensures a deeper

    understanding of the technology, and application adaptability to respond to

    complex eDiscovery needs.

  • Advancing Business Performance to a Higher

    Level

    Ted Ardelean

    [email protected]

    Alisha Hope

    [email protected]

    www.cbps.canon.com

    Q&A

    http://www.cbps.canon.com/http://www.cbps.canon.com/http://www.cbps.canon.com/