NETWORKING EVENTS. The SIG Webinar will begin shortly. Once the webinar begins, the sound will come from your computer speakers.

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Heather Atkinson
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you are in one of these cities this fall.

1 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:

2 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:

3 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. 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 For more information go to:

4 SOCIAL MEDIA Stay connected with other SIG members through various social media channels bit.ly/siglinkedin bit.ly/sigyoutube bit.ly/sigfacebook Join the discussion in SIG s Peer2Peer Resource program too!

Upcoming Free SIG Webinars: April 16, 2015 Solution Deep Dive: Attracting and

2015 Thought Leadership Presented by Canon Business Process Services April 23,

Leadership Presented by Fieldglass New Topic Each Week 2:00 pm Eastern (11:00 am

5 Upcoming Free SIG Webinars: April 16, 2015 Solution Deep Dive: Attracting and Engaging your Contingent Workforce Presented by Allegis Global Solutions April 21, 2015 Thought Leadership Presented by Canon Business Process Services April 23, 2015 Thought Leadership Presented by Denali Group April 28, 2015 Thought Leadership Presented by Fieldglass New Topic Each Week 2:00 pm Eastern (11:00 am Pacific) Register at For more information and to register for all SIG events:

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

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

6 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 Upcoming Town Hall Teleconference: April 8 th Emerging Priorities in 21 st Century Leader Development Presented by: Colonel Bernard Banks United States Military Academy West Point For more information and to register for all SIG events:

Oct 15 San Francisco Bay Area Nov 10 Regional Roundtables 2015: Chicago, IL Apr 29 Atlanta, GA May 6 Houston, TX

7 SIG Symposiums and Regional Roundtables provide education and local networking for members and invited non-member corporate users Symposiums 2015: Minneapolis, MN Mar 25 Toronto, Canada May 20 Columbus, OH Sep 16 New York, NY Oct 15 San Francisco Bay Area Nov 10 Regional Roundtables 2015: Chicago, IL Apr 29 Atlanta, GA May 6 Houston, TX May 13 Washington, D.C. Oct 1 Raleigh, NC Nov 4 For more information and to register for all SIG events:

events with 350-450 decision-makers in attendance

buy-side 4-5 keynote sessions Global brands 3 days of

8 Recent speakers include: SIG Global Summits are semiannual events with 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

9 Understanding and Minimizing ediscovery Costs Ted Ardelean, Director of Research & Development Alisha Hope, Sr. Project Manager of Electronic Discovery Services March 17, 2015

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. CONFIDENTIAL 10

11 1 AGENDA ediscovery overview and process The cost structure of an ediscovery project How to control and reduce ediscovery spending Case Study Q & A

12 Canon Business Process Services 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 Canon Business Process Services, Inc. All rights reserved. 1

13 What is ediscovery? Requirement that organizations collect, preserve, review and produce information for legal and regulatory proceedings. Legal Investigation Audits Public Disclosure Current litigation State/Federal regulators Internal audits Freedom of Information Anticipated litigation SEC External audits Public Records Mergers & acquisitions IRS HIPPA CONFIDENTIAL 13

ediscovery Process - EDRM Model All companies, even if they have only one internal investigation o potential litigation per year, need a proven process,

14 ediscovery Process - EDRM Model All companies, even if they have only one internal investigation o potential litigation per year, need a proven process, based on be practices, that involve the legal and IT departments in identifying, preserving and collecting electronically stored information (ESI). Gartner 2011

15 Poll Question #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 CONFIDENTIAL 15

Retention/destruction (policy) More litigation / regulations Electronic format Low cost - easy

16 What drives 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 16

ediscovery Costs Collection Processing Review 10%

electronically Only 50% of electronic documents

pace to an estimated $6.7 billion in 2014.

48% higher than ones without A single GB of

17 ediscovery Costs Collection Processing Review 10% 20% 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% DID YOU KNOW? Fortune 500 litigation costs grow at 28% annual pace to an estimated $6.7 billion in 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,

The Cost Structure of an ediscovery Project Collect and Preserve Evidence Restore backup tapes - $275 per tape Consulting - $225 / hr Forensic hard drive copies - $500 / custodian Process and Search

18 The Cost Structure of an ediscovery Project Collect and Preserve Evidence Restore backup tapes - $275 per tape Consulting - $225 / hr Forensic hard drive copies - $500 / custodian Process and Search Data de-duplication, metadata extraction, searching, $200 - $400 per Gb bibliographic indexing done by human - $.80 / document Review Produce Hosting fee - $10 - $50 per Gb per month, $30 - $75 per DB user Project management - $75 $150 per hour Legal review fees $25-$150 per hr in the US. (lower rate is off-shore.) TIFF images $ per page Printed copy $ per page Load files - $50+ per file, dependent on customizations Native files $500+ per Gb CONFIDENTIAL 18

19 Summary / Example of a 100 GB project Example Matter with 5 custodians and 100 GB of ESI, using a per unit rate CONFIDENTIAL 19

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 20

21 Benefits 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 CONFIDENTIAL 21

Case Study 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

22 Case Study 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 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 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 22

23 Information sources The Sedona Conference The Electronic Discovery Reference Model Federal Rules of Civil Procedures (Cornell University Law School) RFP Template Please send to CONFIDENTIAL 23

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. CONFIDENTIAL 24

Q&A Ted Ardelean tardelean@cbps.canon.com Alisha Hope ahope@casedata.

25 Q&A Ted Ardelean Alisha Hope Advancing Business Performance to a Higher Level

NETWORKING EVENTS. The SIG-Zycus Webinar will begin shortly. Once the webinar begins, the sound will come from your computer speakers.

NETWORKING EVENTS. The SIG-Zycus Webinar will begin shortly. Once the webinar begins, the sound will come from your computer speakers. The SIG-Zycus 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