Case Studies
Best Practices for Legal Holds
Dan Kulakofsky, Managing Counsel and Director of eDiscovery, Travelers
For the companies that are just beginning their legal holds process, tips from someone that has already gone through it are invaluable. This case study provides the lessons learned as Travelers implemented their preservation program as well as offers guidance and “what we would have done different” advice.
For the companies that are just beginning their legal holds process, tips from someone that has already gone through it are invaluable. This case study provides the lessons learned as Travelers implemented their preservation program as well as offers guidance and “what we would have done different” advice.
From Regulatory Obligation to Economic Value, Enterprise Retention Management
Harry Pugh, Executive Vice President, Operations & Technology Policy Coordinator, Citigroup
Citigroup began its global retention program several years ago for risk management and compliance purposes and today it has one of the very few effective enterprise retention management programs in operation. The program has driven strategic benefits by enabling the company to disposition legacy data, normalize data management, and drive out waste.
Citigroup began its global retention program several years ago for risk management and compliance purposes and today it has one of the very few effective enterprise retention management programs in operation. The program has driven strategic benefits by enabling the company to disposition legacy data, normalize data management, and drive out waste.
E-Discovery: Merrill’s Past, Present & Future
Kathy Harris, Managing Director, Discovery and Regulatory Response Team, Merrill Lynch
An analysis of the trajectory of strategic change over the last 24 months, process and practice accomplishments and work yet to be done. This case study includes a thoughtful review of typical organizational and operational barriers and the opportunities in retention and discovery that the future holds.
An analysis of the trajectory of strategic change over the last 24 months, process and practice accomplishments and work yet to be done. This case study includes a thoughtful review of typical organizational and operational barriers and the opportunities in retention and discovery that the future holds.
Turning Legacy Data and Legacy Retention Schedules into Current Cost Savings
Harry Pugh, Executive Vice President, Operations & Technology Policy Coordinator, Citigroup
Approaches to quantifying and characterizing legacy data to enable proper disposal and drive down costs. A case study on how retention best practices can drive real benefits.
Approaches to quantifying and characterizing legacy data to enable proper disposal and drive down costs. A case study on how retention best practices can drive real benefits.
