Recent studies indicate more than 90% of the world's data was created in the last 2 years, and organizational data is rising 20-50% year-over-year. As the amount of structured and unstructured data dramatically expands, the expense of maintaining data stores is outpacing the reduction in storage costs. To help your organization address the issues associated with growing data capacity requirements, IBM offers StoredIQ, a leading unstructured data management and intelligent eDiscovery solution. Learn about: Data governance challenges Information lifecycle governance implementation options The benefits of early action when uncovering redundant, obsolete and trivial (ROT) content Typical industry use cases You'll also learn how to most effectively deploy IBM StoredIQ to be able to: Analyze data sources in-place Identify ROT content Uncover personally identifiable information and sensitive data Limit your compliance risks and reduce storage costs

1. Transform Unstructured Data into
Relevant Data with IBM StoredIQ
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2. Perficient is a leading information technology consulting firm serving clients throughout
North America.
We help clients implement business-driven technology solutions that integrate business
processes, improve worker productivity, increase customer loyalty and create a more agile
enterprise to better respond to new business opportunities.
About Perficient

3. • Founded in 1997
• Public, NASDAQ: PRFT
• 2013 revenue ~$373 million
• Major market locations throughout North America
• Atlanta, Boston, Charlotte, Chicago, Cincinnati, Cleveland,
Columbus, Dallas, Denver, Detroit, Fairfax, Houston,
Indianapolis, Los Angeles, Minneapolis, New Orleans, New
York City, Northern California, Philadelphia, Southern
California, St. Louis, Toronto and Washington, D.C.
• Global delivery centers in China, Europe and India
• >2,100 colleagues
• Dedicated solution practices
• ~90% repeat business rate
• Alliance partnerships with major technology vendors
• Multiple vendor/industry technology and growth awards
Perficient Profile

4. BUSINESS SOLUTIONS
Business Intelligence
Business Process Management
Customer Experience and CRM
Enterprise Performance Management
Enterprise Resource Planning
Experience Design (XD)
Management Consulting
TECHNOLOGY SOLUTIONS
Business Integration/SOA
Cloud Services
Commerce
Content Management
Custom Application Development
Education
Information Management
Mobile Platforms
Platform Integration
Portal & Social
Our Solutions Expertise

5. Introduction
Christine Livingston
Senior Project Manager, Perficient
Christine Livingston leads Perficient's advanced case
management practice and works in collaboration with IBM to
develop industry-leading solutions that incorporate IBM's case
management, information lifecycle governance, enterprise content
management, and business process management technologies.
Sylvan "Sibito" Morley
Worldwide Director of Information Lifecycle Governance, IBM
Sibito Morley is an experienced IT executive, business leader and
legal professional, assisting clients in developing information
strategies, then organizing and implementing those strategies
through programs of business transformation.

6. Common Information Stakeholders
Across All Industries
Often part of Legal
or Compliance

7. Values:
• Reduced legal risk
• Preserving information
(by custodian, subject)
• Avoiding spoliation
• Privacy obligations
Values:
• Generating revenue
• Finding information
(by various topics)
• Analytics
• Collaboration
• Mobility
Values:
• Compliance
• Retaining information
(by Record type)
• Record Repository
• Audit obligations
Stakeholders Value Information
Assets Differently
LEGAL RISK & DUTIES BUSINESS VALUE REGULATORY DUTIES
IT SERVICES
Values:
• Efficient operations
• Managing information
(per service levels)
• Enhancing value
(for all stakeholders)
• Controlling data costs

8. Stakeholder Disconnects
Undermine Value
BUSINESS VALUE
LEGAL RISK & DUTIES
REGULATORY DUTIES
• Can’t find data
• Overpay for IT &
Legal
• eDiscovery is
flooded
• Risk isn’t reduced
• Focused on regulatory data
• Duplicates data for
compliance
IT SERVICES
• Guesses what stakeholders want
• Can’t dispose of data
• Storage pool & spend are exploding
• Frustrated in managing records
PRIVACY DUTIES
• Lack of visibility to
data
• Duties hard to satisfy
• Risk isn’t reduced

9. Time Accentuates the Gap
Between Value, Cost and Risk
Cost
Risk
ValueCost-to-
Value Gap
Risk-to-
Value Gap
CGOC 2012 Summit Survey

10. Stakeholders Often
Operate in Silos
Difference in stakeholder demands often creates silos
• Stakeholder disconnect is a function of how we operate
• Managing data in isolation can be very misleading
End Users
Executive
Board
Records
IT
Legal
Line of Business
Executives

11. “The whole is greater than the
sum of its parts.” – Aristotle
Eat the elephant a bite at a time, but know you are eating an elephant!
Information Economics:
The Value of Overcoming Silos

12. How Can We Overcome
Stakeholder Silos?
LEGAL RISK & DUTIES BUSINESS VALUE REGULATORY DUTIES
IT SERVICES
Because value & duties
are not tied to systems
and Information, IT ends
up keeping everything!

13. Lessons from the
Corporate Move
Movers are focused on moving:
• Work on tight timelines
• Safely pack your belongings
• Will “tag and box” everything
(still pulling tags off!)
• Held accountable only for loss
and breakage of inventory
• Just about everything but
flammables, pets and kids

14. Finding is not part of the service:
• You may have to unpack
everything to find one thing
• Labels are wrong or misleading
• Sometimes inventory is wrong
• If you don’t dump the garbage,
they will pack that too!
• If you aren’t careful, its very
easy to “lose” important items
(I’m sure its there somewhere!)
Labels Are Often Not Enough
to Find What You Need

15. Don’t leave it up to the movers:
• Inventory what you care about
• Treat valuables as valuables
• Just because you can move it …
• If you don’t know what its for…
• Garage sales give perspective!
• Paying “by the pound” for shipping
What Corporate Movers Teach Us
About Information Economics

16. • Data volume
doubles every
18-24 months1
(Can’t find
what business
needs)
• eDiscovery
costs $18,000
per gigabyte3
(Up to half of
litigation budget)
• $4M to store 1PB2
(Data storage
overwhelming IT
budget)
• More regs than
ever before
• Many
jurisdictional
differences
(Can’t reliably
identify records)
Stakeholder Disconnects Are
Amplified “By the Pound”
LEGAL RISK & DUTIES BUSINESS VALUE REGULATORY DUTIES
IT SERVICES
1 Source: Big data: The next frontier for innovation, competition, and productivity McKinsey & Company, 2011 Study
2 CGOC 2012 Summit Survey
3 Gartner e-discovery Report

17. Risk has not been reduced by keeping all data – it has increased materially. The
exposure to cost to produce vintage data is over-taking the risks of sanctions
and settlements.
0.05% of vintage data is $13B in eDiscovery
cost exposure – a material financial risk
Poor Information Economics:
The Tipping Point

18. No effective means for disposing of unnecessary data today – retention
schedule tuned for paper, legal holds tuned for email. Neither is the source of
high data growth or IT cost, so 33PB used today at $4m/PB will bloat to 310PB
in just 5 years.
Poor Information Economics:
The Tipping Point

19. Hold & Collect Evidence
DISPOSE OF UNNECESSARY DATA
Archive for Value & Dispose
Enterprise
Information
Has
Business
Utility
25%
69%
Subject
to Legal
Hold
1%
Regulatory
Record
Keeping
5%
%s based on CGOC Summit 2012 Survey
Everything Else
Cost & Risk
Reduction
Enables Disposal
Cost Reduction
Normalizes
growth curve
Retain Records & Dispose
Information Economics’ Very
Simple Savings Proposition

20. • Identify and understand business data
• Practice good data hygiene
• Ensure data quality (location, tags, proper integrity, security, etc.)
• Confirm data is acceptable and retainable
• Enact data and records policy on appropriate data
• Take action only on relevant data
Take the First Steps to
Right Size Your Data

21. Unstructured Data Identification
and Management

22. Take Action on Data by
Age and by Data Source
13% 12%
58%
14%
2%
0%
10%
20%
30%
40%
50%
60%
70%
1-6
months
6-12
months
1-3
years
3-5
years
Over 5
years
1-6 months
6-12 months
1-3 years
3-5 years
Over 5 years
SharePoint39%
2%
10%
25% 24%
0%
5%
10%
15%
20%
25%
30%
35%
40%
45%
1-6
months
6-12
months
1-3
years
3-5
years
Over 5
years
1-6 months
6-12 months
1-3 years
3-5 years
Over 5 years

23. Quickly Identify and
Protect Regulated Data
Large Energy Company: Identified 21 types of PII, PCI and HCI in its native location
and remediated 17% of all data
Are there
Social
Security
Numbers on
my file
shares?
Is customer
information
being stored
inappropriately?
Is confidential
company data
at risk?
PII
Social Security
Drivers License
National Insurance
Employee Information
Account Identifiers
Personally Identifiable
Information
PCI
Identify credit card
numbers:
Across 75+ data sources
In the text of:
Email
Documents
Attachments
Payment Card Industry
Information
HCI
Digital communications
around customers or
transactions
Human resources
Information
Strategy and research
documents
Highly Confidential
Information

24. Defensible Disposal
The IBM solution manages data in a proactive fashion – allowing companies to
retain information according to corporate governance and regulatory mandates,
while disposing of unnecessary data with confidence.
PROBLEM: Risk and cost associated with stale and non-
business data in the organization.
SOLUTION: IBM identified non-business related data and
enabled the customer to create custom classifications for
automating file plans and implementing records retention
schedules.
IMPACT: Reduce storage costs through routine data
destruction, reduce risk associated with non-business data, and
ensure overall litigation preparedness.
“DuPont conducted an
analysis that found the 50% of
documents reviewed were
kept beyond the retention
period … costing an extra
$12m in review.”
- Law Technology News

25. Regulatory Compliance
IBM helps companies successfully manage information for industry – specific
compliance mandates – particularly in light of mergers & acquisitions.
PROBLEM: Comply with FDIC paragraph 6.3 – preservation of
records as part of the merger of assets during a financial institution
acquisition – across 3,000 desktops and 25 terabytes of data.
SOLUTION: IBM enabled acquiring banks to perform a thorough,
automated inventory control of the assumed banks ESI across all
data sources including desktops and laptops – to properly discover,
classify, manage and store all information according to business
value and risk.
IMPACT: Ease compliance with FDIC paragraph 6.3, and rapidly
index data across thousands of desktops/laptops.
“UBS Warburg and Merck
incurred corporate
spoliation sanctions and
were fined $29.2m and
$253m respectively for
non-compliance.”
- Electronic Discovery
Law by K&L Gates

26. Reducing Risk
IBM has helped companies – often under investigation or audit pressure –
successfully secure privacy-related data assets and avoid industry fines.
PROBLEM: Under tight timeline to execute an internal
privacy audit in response to external PII/PCI governance
mandates (i.e. MA 201 CMR 17.00, NRS 603 A).
SOLUTION: IBM helped the customer create custom
data classifications, identify and analyze data and move
sensitive data to a secure repository with restricted
access control.
IMPACT: Comply with regulatory measures quickly, avoid
fines and eliminate risk.
“Heartland Payment Systems,
one of the largest credit card
processors in the US incurred a
$12.6m fine for privacy
breeches … impacting 655
financial institutions.”
- Berkeley Technology Law
Journal

27. Managing SharePoint
IBM is leading the charge to connect, understand and manage the intricacies of all
enterprise data sources, including support for the largest, most complex
implementations of SharePoint.
PROBLEM: Managing information stored across 40,000 distributed
SharePoint sites with multiple versions and collaborative access to
documents, wiki’s, blogs and other enterprise content.
SOLUTION: IBM provided a dynamic, daily preservation system for
relevant and related content across the enterprise.
IMPACT: Eliminated manual user intervention and lock-down of
users daily access to SharePoint while providing full eDiscovery
and information management support to IT.
“SharePoint is an embraced
as an enterprise-wide
standard for more than 67%
of the Global 1000
organizations ….
Integrating traditional and
new social media sources.
- Global 360

28. Quantity
Time
INFO VALUE
Disposal & Decom Inflection Point:
Eliminate Cost When No Value
Archiving & Tiering Inflection Point: Align Cost as
Value Declines
Analytics & Collaboration Inflection Point:
Realize Value as Context Erodes
Data Disposal Will Help Align
Value with Cost & Risk Over Time
Reduce artificial demand driven by unnecessary data

29. Information
Lifecycle
Governance
Technology Expertise
Dedicated ILG and
ECM Experts
Enterprise Content
Management
Capture
Store
Search
Collaborate
Govern
Archive

30. Industry Expertise
Industry
Knowledge
Technology
Expertise
Successful
StoredIQ
Implementation
• Agribusiness
• Automotive
• Consumer Products
• Energy
• Financial Services
• Healthcare
• Insurance
• Manufacturing
• Life Sciences
• Public Sector
• Retail
• Telecommunications

31. Questions?

32. Thank You!
For more information contact:
Christine Livingston
christine.livingston@perficient.com
Sibito Morley
smorley@us.ibm.com
www.facebook.com/perficient
www.perficient.com
www.twitter.com/perficient