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e-Discovery Journal – March 1, 2017 – eDJ Brief: Valora Tech

By Greg Buckles

It always fascinates me to see service companies dare to transform themselves into technology sales. So many of the earliest eDiscovery companies started in firms or scan shops who hired developers to meet client’s requirements when there was no acceptable Off-The-Shelf (OTS) software available. I was one of those corporate clients writing functional product requirement documents for my providers when regulators made the first demands for native email productions. Doing a briefing with Sandra Serkes about the evolution of Valora Tech was a trip down memory lane. Valora was founded as a typical service provider with an emphasis on records management. They developed custom automated document data mining, categorization and analytics software to meet client demands. The trick for any small custom development shop is to rise above the individual client requirements to create a solution platform that meets the pain points of the broader market. In Valora’s case, they went from automatic BIB coding to create their PowerHouse data mining platform to process and categorize live enterprise data. This is a lofty goal and I am the last person to hype something that I have not seen function in a client’s environment. Too many technology giants have overpromised and underdelivered on enterprise automated categorization over the last decade. So take my briefing notes with my usual ‘trust but verify’ advice.

Greg’s Take-Aways:

PowerHouse Platform

  • Process in place and extraction of 600+ metadata fields to create a rich/enhanced metadata database
  • On-premise or cloud implementation with remote connection without client side processing
  • Centralized management of data siloes – Exchange, archives, scanned paper, file shares, desktops, OneDrive, Boxx, DropBox, etc.
  • Recent partnerships with Alfresco ECM and iManage

BlackCat

  • Hosted visualization of enterprise and matter data collections
  • Taking PowerHouse metadata and making it multifaceted presentation
  • User window into PowerHouse database
  • Ability to dive into subsets

So why has eDiscovery driven much of the recent advancement in Artificial Intelligence, analytics and Predictive Coding (categorization)? Because we have real world problems with significant budgets and tight time frames driving our innovation. In my opinion, this is why many successful start-ups wither and die once acquired by global technology giants. They have no appetite for the blend of service-technology required to customers living in the trenches, so they lose the innovation edge. Always refreshing to talk shop with another eDiscovery Veteran of the Psychic Wars.

About Author

Greg Buckles wants your feedback, questions or project inquiries at Greg@eDJGroupInc.com. He solves problems and creates eDiscovery solutions for enterprise and law firm clients. His active research topics include analytics, mobile device discovery, the discovery impact of the cloud, Microsoft’s Office 365/2013 eDiscovery Center and multi-matter discovery. Recent consulting engagements include managing preservation during enterprise migrations, legacy tape eliminations, retention enablement and many more.

Greg’s blog perspectives are personal opinions and should not be interpreted as a professional judgment. Greg is no longer a journalists and all perspectives are based on best public information. Blog content is neither approved nor reviewed by any providers prior to being posted. 

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March 1, 17|Categories: News|Tags: , , , , |

Why Information Governance is Eclipsing eDiscovery

Everywhere you look right now, Information Governance, “IG,” has taken center stage.  I have had the pleasure of speaking twice in a week on the topic – once to records managers at ARMA’s Northeast Regional Conference and once to litigators at McDermott’s Technology in the Law Symposium.  Why is IG so hot and why is it overtaking the discussion on eDiscovery?

IG is hot, hot, hot

IG is the Next Big Thing because it is a catch-all concept that covers a lot of currently important ground:  compliance, data ethics and breaches, data management and intelligence, workflow, visualization and analytics.  All of these elements play a key part in IG, and always have.  So, why is it hot now?  The biggest factor is the Target data breach of over 70 million customers’ personal data.  The scope of the breach (nearly 25% of all American citizens were affected) and the wall-to-wall media coverage has helped propel responsible data management into the forefront of society’s concerns.  In fact, a Pew Research study in January found that over 50% of Americans are “worried about the amount of personal information available about them…”  The IG train of responsible data management has left the proverbial station and is speeding its way through the legal system, through Wall St., and through consumers’ concerns and buying behavior.  Nothing speaks louder than consumers and their wallets.  For Target, “Satisfaction with the overall shopping experience was down almost 2 percentage points in March, with declines “most acute” among middle-and-upper-income shoppers” as late as April, 2014 -four months after the breach was announced.

Why is the IG discussion eclipsing the eDiscovery discussion?

For starters, eDiscovery is old news.  The earliest uses of the phrase stem from 2004, nearly a decade ago, and well before the FRCP changes in late 2006.  Today most litigants, and certainly their outside counsel & advisors are very familiar with its concepts.  In fact, most service providers in legal, lit support or eDiscovery already have a wealth of tools and solutions to choose from.  Need Early Case Assessment?  ESI Processing?  Predictive Coding for Doc Review?  There are a plethora of solutions, all heavily vying for your attention.  The truth is, it’s just not that complicated anymore and the solutions have decreased so much in cost that almost all solutions are accessible to almost all matters.  In short, eDiscovery has become as exciting as word processing or scanning.

But the eDiscovery blahs are only half the reason for the decline in discussion.  The other half is that intelligent IG encompasses eDiscovery.  eDiscovery is subsumed by smart DDC (data, document & content) management, right along with litigation holds, retention policies, workflow routing, exception handling, data breach response and investigations.  Today, eDiscovery is but one of any number of critical activities undergone by major corporations all the time.  It’s just not the fire drill it used to be, and those implementing IG will see to eDiscovery’s needs along the way.

So, where does that leave us?

Unfortunately, this leaves us woefully and inadequately prepared to handle IG.  The passel of eDiscovery tools do little to solve problems that are much larger than typical litigation matters every imagined.  The the records management side of the house is of little help with their diminished budgets, and dearth of tools available for large-scale data mining and management.  Thus there is promising opportunity for IG-oriented solutions that take the best of both worlds, with an eye towards intelligent DDC management from the outset.  Stay tuned, blog readers, and see where Valora heads next…

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