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ILTACON 2018 Panel: AutoClassification is Real; Don’t let Perfect be the Enemy of Good

Records & InfoGov professionals have long anticipated the ability to AutoClassify records and information. Vast information volumes make it unrealistic and inconsistent to rely on users to classify content – it’s time to let Machine Learning take over.

 

This session covers real-world case studies of successful AutoClassification implementations, including establishing effort scope, key decisions and considerations, and developing workflow logic and business rules.

 

Learn from your peers what’s possible now with current technology and what’s coming on the horizon.

 

 

 

Winter 2017-2018 Thought Leadership Update

Welcome to Valora’s Winter 2017-2018 Thought Leadership Update

 

With the new year right around the corner, we thought we’d update our fans and champions with all of the things we’ve been up to this season.

Feel free to reach out to our Marketing Team with questions, ideas or requests, or to set up a live demo of PowerHouse or BlackCat.

 

Valora News and Publications

  • New Valora Information Governance Workshops 1/2 – 2 day workshops designed by our Professional Services Team with deep experience in file, record and data management to help organizations explore, uncover and prioritize their information challenges, initiatives, procedures, and policies.
  • Valora Wins Key Information Governance Award “Valora Technologies, Inc,. a leader in predictive analytics and AutoClassification for Information Governance, has been named 2017 Finalist for Information Governance Service Provider of the Year at the Information Governance Conference in Providence, RI.”
  • Up Close with Sandra Serkes of Valora Technologies Boston Voyager Article “Originally, I thought success equaled revenue growth, and then profit, and then stability. Today I would add a personal element to all of that, such as happiness and pride in your work and your accomplishments.”

New Valora Case Studies

Valora Happenings & Events

Recent Events

Live Webinar Recordings Available

Upcoming Events

 

 

  • PowerHouse AutoCoding now supports more flexible, and larger-scale data extraction, up to 1/2 TB per day!
  • PowerHouse Quality Control User Interface now supports custom field validations & field sorting algorithms.
  • Direct live email server (SMTP) intake , allows emails to be AutoClassified with no workflow interruptions.

 

  • BlackCat hosting and data visualization now supports high performance for large-scale document populations.
  • BlackCat now supports single-sign on (SSO) via SAML API.

Summer 2017 Thought Leadership Update

Welcome to Valora’s Summer 2017 Thought Leadership Update

 

While many people use the summer time to kick back and relax, Valora is busy bringing AutoClassification to every LegalInformation Governance, and Records Management Department around!

 

Check out all the fresh content Valora is generating, who has been covering us , and all the other exciting activities that took place over the past few months.

 

Feel free to reach out to our Marketing Team with questions, ideas or requests, or if you’d like to set up a demo of PowerHouse or BlackCat in action.

 

New Valora Publications

Case Studies:

Product Datasheets:

  • PowerHouse Valora’s AutoClassification platform automatically generates hundreds of fields of metadata, with AutoRedaction, retention policy enforcement, ROT detection, GDPR compliance and much more.
  • BlackCat Valora’s Metadata Management and Data Visualization system is a secure, online environment for managing content across multiple data silos.

FAQs:

 

Valora In The News

GDPR Preparedness:

As of May 25th, 2018 the European Union (EU) will alter business requirements for companies that possess personal information pertaining to EU residents. The General Data Protection Regulation (GDPR) applies to any company doing business with customers in the EU, and will have a far reaching impact, beyond just EU borders.

Columbia University:

Valora CEO Sandra Serkes and other Columbia Information & Knowledge Strategy faculty share their insights around building and fostering innovation.

New Team Members Announcement:

“… pretty much the technology dream team,” remarked Sandra Serkes, Valora’s President & CEO. “I think that’s a testament to Valora’s market promise and our solid technology stack.”

Valora/DTI Strategic Partnership:

DTI-Epiq successfully completed its strategic, minority investment in Valora, marking the coming-of-age of AutoClassification and the clear commitment of DTI-Epiq to invest in leading-edge Information Governance solutions.

PowerHouse now supports automated Legal Hold detection and workflow processing for all types of files, records, and content across an enterprise. Part of its sophisticated retention, expiration and defensible deletion capabilities, PowerHouse Legal Hold detection ensures proper Information Governance of all data, including files meant for Legal Hold.

Check out our brand-new PowerHouse Scanning Demo that shows off this powerful add-on to the PowerHouse software suite. With native integration directly into PowerHouse, scanned documents join their ESI brethren for seamless and identical AutoClassification processing.

BlackCat now supports Document Retention & Obsolescence Scheduling from within its FirstLook user view. Authorized users now actively monitor files ready for expiration, deletion, Legal Hold or attorney review.

 

Join Valora at InfoGovCon this fall!

Spring 2017 Thought Leadership Update

Valora in the News

DTI completes its strategic investment in Valora, marking AutoClassification’s coming-of-age, and a clear commitment to investing in leading-edge Information Governance solutions.

Webinars, Events, and Appearances

The long awaited book by numerous industry luminaries features Sandra Serkes’ chapter on  “Predictive Analytics for Information Governance.” Order your copy here.

 

 Featuring Sandra Serkes and Nick Inglis, Information Coalition President

Serkes headshot
Sandra Serkes
Valora Technologies CEO
 
              Valora showcased AutoClassification by Matter Name with live
      PowerHouse & BlackCat demos
 
              Featuring Sandra Serkes and Eugenia Brumm, HBR Consulting
 
 

Valora Product Updates

  • Rules Engine now supports Data Driven Rules, which automatically generates rules from data lists, retention policies, and corporate databases and ERP systems.
  • New tunable Confidence Level Rankings available for all metadata extraction and rules dispositions in PowerHouse.  Tune processing to you level of comfort!
  • Full integration with Tesseract OCR from Google, versions 3.0 & higher, for better text recognition and search results.
  • AutoRedaction now supports full, partial, transparent and blackbar redactions, with full or black & white TIFF images.

  • Point of View Pivoting toggles the center of reference across any important attribute, such as Document Count, Employee Count, Incident or Location.
  • Automatic link support from HR and ERP systems, such as UltiPro, take users directly from a database record to the supporting documentation behind it.
  • Custom maps display geographic data across a wide array of visualization options, from global to street-level, with many custom options.
  • Global editing lets user make single metadata changes or additions and have the apply everywhere applicable.

The Importance of Data Loss Prevention

“DLP” (Data Loss Prevention, also referred to as Data Leak Prevention), is a term referring to the use of technology to protect confidential data from being shared with unauthorized parties. DLP systems monitor data in use, at rest, and in motion, seeking to prevent data breaches in real time. DLP technology relies on algorithms that determine which data transfers to block.

Why is DLP important? The value of information cannot be understated, and the risks associated with the exposure of sensitive data gives rise to the need for improvement in DLP practices. Due to growing concerns regarding issues such as: corporate espionage; cybersecurity data breaches; and changes in data privacy obligations, DLP technologies are a required business component for corporations and law firms. DLP protocols ensure that the flow of information within and outside of a corporate enterprise, or a law firm, follows an established path.

An element of DLP workflows requires interactions with other systems, such as a DMS (Document Management System), and/or a CMS (Content Management System). DLP protection relies on some other intelligence about the data in order to determine permissible transfers of information. DMS protocols established to determine where the files reside are often used to share information with the DLP technology, however, this does not generally address the specific content within each file. CMS technology can be used to identify content within files that require the DLP to block the transfer of that information. Determining “What” the file’s contents are is the first step in crafting a plan to protect such material. Files might require varying levels of security based on its content. Transfer of certain information might never be permissible outside the corporation by the DLP, while other transfers might be permissible but only under some limited set of circumstances.

Many corporations and law firms rely on their users to create and assign “tags” to newly created files. The level of sensitivity of a information may rely upon user classification to help determine the level of sensitivity of the individual file, or portions thereof. However, manual user generated classification is often inaccurate, and not an efficient process since it reduces employees productivity. Using technology to auto-classify documents help improve the DLP technology’s performance. Auto-classification is programmable to identify certain terms or phrases within a document that would trigger the DLP protections.

One of the shortcomings of DLP protocols is that there are a high number of “false-positive” incidents. These false-positive occurrences require I.T. involvement, and also delay transmission of information which can frustrate employees, thereby reducing productivity. By having files classified properly in a DMS, and using proper auto-classification technology to organize information, the frequency of false-positives that trigger the DLP protections is substantially reduced.

DLP systems are only effective if they have accurate knowledge about the data it’s trying to protect. Through the use of effective information governance and file classification practices, the performance of a DLP system can be dramatically improved. In addition, technology can be customized to add further enhancement to DLP practices. Certain files might be permissible for transfer if specific material is redacted. Technology can be employed to locate and auto-redact sensitive content. Through the use of automated redaction, DLP systems will permit transfers of data, while still preventing unauthorized sharing of specific sensitive information. Auto-redaction technology can reduce the burden that DLP systems impose on I.T. personnel by reducing false-positives, and also increase business productivity by allowing transfers of content that employees are authorized to share.

Valora’s unique proprietary technology, “PowerHouse”, serves to fill many of the needs that DLP systems require to function effectively. PowerHouse identifies the content of the data, and provides intelligence about each individual file or point of data. Valora’s technology is a “Rules-Based” system that can be custom configured to program the specific types of information that a corporation or law firm deems to require DLP protection. The Rules within PowerHouse include algorithms and elements of pattern matching recognition, and are used to auto-classify information, assigning categorization tags to files. The information classified by PowerHouse can be integrated into any DMS, and can also work in conjunction with other CMS software.

Valora’s PowerHouse not only works at the file level, but also at the content level within each document. Hence, the DLP can rely upon the auto-classification provided by PowerHouse to determine what information requires extra levels of protection. Using PowerHouse increases the efficiency of not only the DLP, but also enhances the performance of any DMS. In addition, PowerHouse increases business productivity by increasing the efficiency of data transfers. PowerHouse reduces the amount of false-positive incidents attributable to the DLP. In addition, Valora’s technology not only seamlessly enables the user to determine “What” the information in their possession is, but also helps enforce “How” that content needs to be handled by the DLP.

Moreover, PowerHouse enables the DLP to determine which individual users might have access to view transferred data, by enforcing established security permission levels. Hence, a DLP might permit internal transfer of information between certain individuals, but restrict others from having access to files, or specific portions of any document.

Since most DLP technology does not have the ability to determine what the contents of a file are, relying on PowerHouse to serve this function is an effective automated solution. In addition, PowerHouse is able to classify both structured and unstructured data. The classification provided by PowerHouse remains with each point of data, while it is at rest, in use or in motion.

Should you wish to learn more about Valora Technologies, and our proprietary solutions such as PowerHouse, please feel free to register at Valora’s website for our free resource information.

Guest Blogger: Joe Bartolo, J.D.

Follow Joe on Twitter: @joseph_bartolo and connect with him on LinkedIn

e-Discovery Journal – March 30, 2017 – DTI Invests in Valora Autoclassification

By Greg Buckles

It seems that I was not the only one interested in how Valora’s PowerHouse could address the sprawling corporate digital landfills. DTI has made a minority investment in Valora to provide the functionality to their Information Governance clients. In the M&A  world, a minority investment from what is essentially a giant channel partner is ‘neither fish nor fowl’to use a 17th Century idiom for something that is not easily categorized. We understand acquisitions, but Valora remains an independent organization from DTI and maintains its woman-owned status. The real question is how this will affect the nascent partner channel that Valora had just started to cultivate. Will DTI competitors be willing to use PowerHouse when they imagine that DTI can undercut them on the license fees? Will Valora essentially become a captive technology that is resold exclusively as a DTI service? This is essentially what happened to Patterns when FTI acquired Attenex. I don’t think that DTI’s investment comes at the price of Valora’s independent status, but I do think that the Valora team will have to work a bit harder to reassure potential channel partners or non-DTI customers of that fact. This investment confirms my new webinar slide (below) that shows DTI having the largest number of acquisitions/investments in the eDiscovery market. Early M&A Impact poll and interview results are starting to paint a picture of the concerns facing consumers when their provider is acquired or takes a large investment that changes their Go To Market strategy. So take my poll to see the results and join the ILTA webinar by Duane Lites and myself on April 12th to hear our take on how the eDiscovery market is consolidating and how you can mitigate the risks.

Stay skeptical my friends!

 

 

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. 

 

View Full Article Here

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. 

View Full Article Here

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

Press Release – February 15, 2017 – Valora & Alfresco Announce Technology Partnership to Deliver Seamless Integration Between PowerHouse & Alfresco ECM

Bedford, MA – February 16, 2017 – Valora Technologies, Inc., the leading innovator in AutoClassification, Predictive Analytics and Document Data Mining Technologies, today announced its selection as an official Alfresco Technology Partner for 2017. [Read more…]

Meet Valora at LegalTech 2017

Meet Valora at LegalWeek 2017 in New York City.  Come learn about AutoClassification by Matter Name & watch a live demo of PowerHouse and BlackCat!

 

January 31, 17|Categories: News|Tags: , , , |

Join Valora CEO Sandra Serkes for Unstructured Content: The Big Struggle for Records Management & Information Governance, hosted by ARMA

ARMA Boston – Join Sandra Serkes as she addresses the ARMA Boston Chapter on Unstructured Content – The “Big Struggle” for Records Management and Information Governance.  The Boston chapter will be 7th ARMA chapter to host this presentation!  The event will be held 12/15/16 at Maggiano’s Little Italy, 4 Columbus Ave., Boston, MA from 11:30 AM – 2:00 PM.  Click here to register.

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