Tag Archives: X1 Enterprise Collect

Addressing Critical Information Governance Challenges from Departing Employees

By John Patzakis and Chas Meier

When employees leave an organization, they often leave behind a significant amount of valuable information. This poses major information governance challenges, as companies must decide how to manage litigation holds and retain essential data assets.

A common response to this challenge is to retain departed employees’ laptops, hard drives, or keep their Microsoft 365 or Google Workspace accounts active. However, this approach is both expensive and inefficient. Another often-used method is creating a full disk image of the laptop for archiving. While this preserves data, it is a slow and cumbersome process that can require vast amounts of storage, sometimes reaching petabytes, which becomes both costly and unwieldy. Neither approach offers the ability to gain insights from the data, nor do they allow for intelligent and targeted data extraction, making it difficult to leverage these data assets effectively or comply with legal and regulatory requirements.

To address these challenges, X1 has developed a game-changing workflow utilizing our X1 Enterprise Platform, offering a streamlined and cost-effective solution. With our platform, organizations can process hundreds of laptops and Microsoft 365 accounts in a single day. Leveraging X1’s unique and patented in-place indexing technology, data extraction becomes highly targeted, allowing for efficient responses to litigation holds. This means that each litigation scenario can have a tailored search applied across all relevant data sources simultaneously, enabling precise data extraction.

For example, one company with over two dozen active litigation holds has employed X1’s solution, allowing them to save detailed keyword search routines crafted by their counsel. These searches can be quickly and programmatically applied not only to data on specific laptops but also to archived PSTs and associated Microsoft 365 accounts. Once the targeted data is extracted, the company repurposes the laptops for new employees, resulting in significant cost savings—estimated to be in the millions—and a reduction in storage requirements.

Beyond managing litigation holds, another core benefit of X1’s solution is its ability to extract key data assets from departed employees to retain within the company’s knowledge base. This capability is especially valuable for law firms, consulting firms, and organizations that rely heavily on high-end knowledge professionals. For instance, one law firm uses X1’s workflow to rapidly search large, archived PST files from departed attorneys to identify and separate key data related to ongoing matters. This ensures that crucial information remains accessible to the firm or is appropriately transferred to the attorney’s new firm. Additionally, vital legal and business insights from retained documents and emails are quickly mined and reviewed, enhancing the firm’s overall knowledge management.

Client Example:
Overview: A major pharmaceutical retailer uses X1 within Relativity to perform 50 data collections weekly, covering both Mac and PC environments. The system allows them to repurpose laptops from departed employees within days instead of months, leading to substantial savings.
Integration: The company eliminated the need for traditional eDiscovery tools to remediate laptops, opting instead for X1’s more efficient approach.
Time and Cost Savings: This shift has saved the company millions by:
1. Reducing the reliance on costly traditional eDiscovery tools.
2. Minimizing the risk and cost associated with retaining unnecessary data.
3. Reintroducing millions of dollars’ worth of computer equipment back into circulation.
4. Completing these processes in one-tenth the time it would have traditionally taken, vastly improving operational efficiency.

Conclusion:
In today’s fast-paced and data-driven world, organizations face numerous challenges when it comes to managing and retaining data from departed employees. Traditional methods, such as retaining physical devices or creating full disk images, are not only costly and time-consuming but also fail to provide the flexibility and insight needed to effectively manage information assets. X1’s innovative solutions, particularly its patented in-place indexing technology, offer a modern, scalable, and efficient alternative. By enabling targeted data extraction, streamlining the process for litigation holds, and supporting knowledge retention, X1 empowers organizations to manage data governance with precision and agility.

For companies navigating complex data environments, especially those utilizing BYOD policies, X1 Enterprise Platform ensures compliance while protecting privacy. By implementing X1’s advanced platform, organizations can not only reduce costs and save valuable time but also gain a strategic advantage in managing their information governance needs. We invite you to explore how X1 can transform your data management processes and help you stay ahead in the ever-evolving digital landscape.

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X1 Achieves Unmatched Throughput and Results in Several Recent M365 eDiscovery and Information Governance Engagements

By John Patzakis and Chas Meier

As discussed previously on this blog, X1 and our active enterprise customers believe X1 Enterprise Collect is the best solution available to address M365 data sources as well as on-premises sources such as laptops and file shares. In recent weeks, our customers and partners have executed several projects on a massive scale and have captured and documented X1’s performance metrics.

No other solution in the industry can index data across the enterprise as fast or as scalable as the X1 Enterprise platform, including Microsoft Purview Premium. When compared to Microsoft Purview, with its built-in architectural constraints and throttling limitations, X1 can index nearly eight times the daily volume of Purview or any other competitive “connector” technology can achieve in the market. X1’s distributed index-in-place methodology, combined with horizontal scaling of our index hosts, make X1 the only solution truly capable of handling the rapid indexing, identification, searching and collecting/remediation of mass data sets in the TB’s or PB’s across the modern enterprise. X1 effectively addresses cloud and on-premises data sources in a unified manner, including distributed endpoints, network file shares, M365 data sources including Mail, OneDrive, Teams, and SharePoint, as well as other cloud data sources.

In several recent large-scale eDiscovery and information governance projects, X1 Enterprise Collect, on average, was able to collect and index M365 data (MS Mail [including archived mail and modern attachments] Teams, One Drive and SharePoint) at a rate of approximately 350 GB per day. This is nearly 8 times faster than Microsoft Purview, with its documented throughput limitations at 2GB per hour. X1 can achieve even faster throughput by scaling out virtual cloud computing resources.

Daily indexing volumes for endpoints and on-premises file shares vary due to the performance characteristics of each machine, but X1 indexes and searches endpoints in parallel yielding extremely high aggregate daily indexing and collection throughput.

Detailed documentation on these metrics and a further briefing on these engagements can be provided upon request.

X1 achieves such scalability through a decentralized approach that does not rely on the M365 or Purview search Index, which has known issues with the number of file types supported, consistency of search results, accuracy, and throughput. X1’s approach enables a very scalable, accurate, defensible, and robust indexing and data collection at unmatched speeds.

In addition to greatly reducing risk, X1’s capabilities also enable massive cost savings. X1 Enterprise Collect significantly streamlines the eDiscovery workflow by bringing targeted collection results directly into the review platform, thereby eliminating over collection, over processing, and over importing just to cull. X1 will populate ESI (Electronically Stored Information) straight into Relativity from an X1 collection without multiple hand offs, extensive project management and inefficient data processing.

The ability to collect data directly and transparently from custodian laptops, desktops, M365 and other cloud sources into a RelativityOne/Relativity workspace is a game-changer that enables legal and compliance teams to begin review in hours rather than weeks. As facts become known and collection focus changes, X1 allows teams to pivot and respond in hours. With the ability to efficiently take multiple bites of the apple, X1 enables teams to start fast and stay agile.

For a demonstration of the X1 Enterprise Collect Platform, contact us at sales@x1.com. For more details on this innovative solution, please visit www.x1.com/x1-enterprise-collect-platform.

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Filed under Best Practices, Cloud Data, Corporations, ECA, eDiscovery, eDiscovery & Compliance, Enterprise eDiscovery, ESI, Information Governance, MS Teams, OneDrive, Preservation & Collection, SharePoint

Index-In-Place eDiscovery Tech is in High Demand, but Beware of False Vendor Claims

By John Patzakis

Proportionality-based eDiscovery is a goal that all in-house corporate legal teams want to attain. Under Federal Rule of Civil Procedure 26(b)(1), parties may discover any non-privileged material that is relevant to any party’s claim or defense and proportional to the needs of the case. However, most core eDiscovery costs (outside of attorney review) stem from over-collection of electronically stored information (ESI), and over-collection thwarts the ability to attain proportionality. Law firm Nelson Mullins notes that “over preservation tends to have its own costs relating to storage of large amounts of electronically stored information (ESI) and the resources needed to manage it; leads to increased downstream e-discovery costs associated with collection, processing, and review.”

This is why accurate pre-collection data insight is a game-changing capability that enables counsel to set reasonable discovery limits and ultimately process, host, review and produce much less ESI. Counsel can further use pre-collection proportionality analysis to gather key information, develop a litigation budget, and better manage litigation deadlines. Such insights can also foster cooperation by informing the parties early in the process about where relevant ESI is located, and what keywords and other search parameters can identify and pinpoint relevant ESI.

And the means to enable this capability is distributed index and search in-place technology. Indexing and search in-place in this context means that a software-based indexing technology is deployed directly onto fileservers, laptops, or in the cloud to address cloud-based data sources. This indexing occurs without a bulk transfer of the data to a central location. Once indexed, the searches are performed in a few seconds, with complex Boolean operators, metadata filters and regular expression searches. The searches can be iterated and repeated without limitation, which is critical for large data sets.

However, with this capability being highly valued, many vendors have parroted this messaging, but have offerings that do not qualify as true index-in-place. True distributed index-in-place means that the search indexes are forward-deployed, and are actually installed on the target laptop, Mac computer, fileserver or into the cloud near where the target cloud data sources exist. Transferring data in bulk to a central appliance or server farm via a collector agent or Robocopy function does not qualify. A true index-in-place capability uniquely enables scalability, targeted collection and also minimizes security and data governance risks in eDiscovery and information governance matters.

Conversely, a process requiring massive data copying, migration and centralization does not scale and creates significant data, governance and privacy issues by needlessly duplicating data. For instance, if a matter requires that 10 terabytes be scanned to determine if relevant ESI exists within that data corpus, and the eDiscovery collection platform being used has no index-in-place capability, then all 10 terabytes must be copied and transferred to the tool for indexing and analysis. These limitations stem from tool vendors simply utilizing open source indexing platforms like Lucene or Elastic Search that are not forward-deployable and must reside in centralized locations with a very large amount of computing resources to make them viable for the type of data and data volumes typically seen in discovery and information governance matters.

This is why X1 leverages proprietary and patented index and search technology that is readily forward deployable and thus can scale and allow true distributed indexing in-place. X1 Enterprise Collect significantly streamlines the eDiscovery workflow with integrated culling and deduplication, thereby eliminating the need for expensive and cumbersome ESI processing tools. That way, the ESI can be populated straight into Relativity from an X1 collection without multiple hand offs, extensive project management and inefficient data processing.

The ability to directly and transparently collect data from custodian laptops, desktops, Microsoft 365 and other cloud sources into a RelativityOne/Relativity workspace is a game-changer that enables attorneys to begin review in hours rather than weeks.

For a demonstration of the X1 Enterprise Collect Platform, contact us at sales@x1.com. For more details on this innovative solution, please visit www.x1.com/x1-enterprise-collect-platform.

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Filed under Best Practices, Cloud Data, Corporations, ECA, eDiscovery, Enterprise eDiscovery, ESI, law firm, Preservation & Collection, proportionality

X1 Delivers Cutting-Edge MS Teams Support

By John Patzakis

The prominence of Microsoft 365 data sources continue to grow in eDiscovery matters exponentially. However, most non-MS eDiscovery tools collect from MS 365 by simply making bulk copies of data associated with individual accounts, and then attempt to transfer that data en masse to their own proprietary processing and/or review platform. Such an effort is very costly, time-consuming, and inefficient for many reasons. For one, this bulk transfer triggers data transfer throttling by Microsoft, causing significant time delays. But the main problem is that clients who are investing in MS 365 do not want to see all their data routinely exported out of its native environment every time there is an eDiscovery or compliance investigation.

So, enterprises with relevant data stored in MS 365 need to have a good process to perform unified and efficient search and collection of MS 365 and non-MS 365 sources. To achieve requisite efficiency and the minimization of data transfer, this process should be based upon a targeted search and collection in-place capability, and not simply involve mass export of data out of MS 365 for downstream processing and searching.

To answer this unmet critical need, X1 launched MS 365 data connectors to our X1 Enterprise Collect platform. X1 Enterprise Collect provides users the unique ability to search and collect MS 365 data in-place. X1’s optimized approach of iterative search and targeted collection enables organizations to apply proportionality principles across both cloud and on-premise data sources with clear and consistent results for effective eDiscovery.

And now, X1 has added cutting-edge Teams support to complete our existing support of OneDrive, MS Mail and SharePoint. The X1 Enterprise Collect Teams collection capabilities include the following unique benefits unmatched by other independent software providers:
• The ability to target individual custodians and specific messaging threads, displacing any need to mass download channels
• Unified search and collection of on-premise and cloud data sources, including Teams, OneDrive, SharePoint, Mail, laptops and file-shares for an optimized approach
• Patented index, search and process the data in-place, removes any reliance on premium processing or supplemental services
• One-click upload into Relativity for review, for a streamlined end-to-end process
• A truly automated product solution, as opposed to a service-based offering

Winston & Strawn eDiscovery partner Bobby Malhotra notes: “With the vast number of users and unyielding amount of data in collaboration applications such as Teams, having the ability to target and triage data by specific custodians and threads allows organizations to handle discovery in an efficient and pragmatic manner. X1 provides the unique ability to seamlessly collect and search across numerous web, collaboration, and social, data sources.”

Watch the X1 hosted webinar on-demand featuring the hot topic of Best Practices to Collect from MS Teams in an Effective, Defensible and Proportional Manner.

The X1 Enterprise Collect Platform is available now from X1 and its global channel network in the cloud, on-premise, and with our services available on-demand. For a demonstration of the X1 Enterprise Collect Platform, contact us at sales@x1.com. For more details on this innovative solution, please visit www.x1.com/x1-enterprise-collect-platform.

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Filed under Authentication, Best Practices, Cloud Data, collection, compliance, Corporations, Data Audit, ECA, eDiscovery, eDiscovery & Compliance, Enterprise eDiscovery, ESI, law firm, MS Teams, OneDrive, proportionality, SharePoint

Significant Microsoft 365 eDiscovery Challenges Require a New Approach

By John Patzakis

The adoption of cloud-based Microsoft 365 (“MS 365”) by enterprises continues to grow exponentially, with the company recently reporting 300 million monthly active users, and the addition of over 100 petabytes of new content each month. There is no question that MS 365 is now a major data source for eDiscovery, second only to file-shares and laptops, and as such provides challenges to every legal and eDiscovery practitioner.

While MS 365 includes built-in eDiscovery tools in the Security and Compliance Center, many users look to third party alternatives due to the high cost, perceived concerns over the accuracy of search results, and other key challenges. However, most non-MS eDiscovery tools collect from MS 365 by simply making bulk copies of data associated with individual accounts, and then attempting to transfer that data en masse to their own proprietary processing and/or review platform. This problematic approach is counter-productive to the very purpose of why you put data in the cloud.

Such an effort is very costly, time consuming, and inefficient for many reasons. For one, this bulk transfer triggers data transfer throttling by Microsoft, causing significant time delays. But the main problem is that clients who are investing in MS 365 do not want to see all their data routinely exported out of its native environment every time there is an eDiscovery or compliance investigation. Organizations are fine with a targeted set of potentially relevant ESI leaving MS 365. What they do not want is a mass bulk export of terabytes of data at great expense because eDiscovery and processing tools need to first broadly ingest that data in their disparate platform in order to even begin the indexing, culling and searching process.

Additionally, organizations, especially larger enterprises, rarely house all or even most of their data within MS 365, with hybrid cloud and on-premise environments being the norm. MS 365 eDiscovery tools can only address what is contained within MS 365. Any on-premise data, including on-premise Microsoft sources (SharePoint, Exchange) cannot be readily consolidated by MS 365, and neither can data from other cloud sources such as Google Drive, Box, Dropbox, etc. And of course, laptops and file-shares are critical to eDiscovery collections and are also not supported by the MS 365 eDiscovery tools, with Microsoft indicating that they do not have any plans to address all of these non-MS 365 data sources.

So, eDiscovery software providers need to have a good process to perform unified search and collection of MS 365 and non-MS 365 sources. To achieve requisite efficiency and the minimization of data transfer, this process should be based upon a targeted search and collection in-place capability, and not simply involve mass export of data out of MS 365 for downstream processing and searching.

To answer this unmet critical need, X1 has added MS 365 data connectors to our X1 Enterprise Collect platform. X1 Enterprise Collect provides users the unique ability to search and collect MS 365 data in-place. X1’s optimized approach of iterative search and targeted collection enables organizations to apply proportionality principles across both cloud and on-premise data sources with clear and consistent results for effective eDiscovery. The search results are returned in minutes, not weeks, and thus can be highly granular and iterative, based upon multiple keywords, date ranges, file types, or other parameters. This approach typically reduces the eDiscovery collection and processing costs by at least one order of magnitude (90%).

The X1 Enterprise Collect Platform is available now from X1 and its global channel network in the cloud, on-premise, and with our services available on-demand. For a demonstration of the X1 Enterprise Collect Platform, contact us at sales@x1.com. For more details on this innovative solution, please visit www.x1.com/x1-enterprise-collect-platform.

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Filed under Best Practices, Cloud Data, Corporations, Data Audit, ECA, eDiscovery, eDiscovery & Compliance, Enterprise eDiscovery, ESI, Information Governance, Information Management, OneDrive, Preservation & Collection, SharePoint