Decommissioning Services September 2012 The Oliver Group Agenda • About The Oliver Group and Your Presenter • Client Issues and Challenges • What / Why Decommission • Impacts of Decommissioning • The Oliver Group’s Approach to Decommissioning • Summary and Benefits of Decommissioning • Why The Oliver Group 2 l Please email any questions, requests or information to info@the-olivergroup.com before, during or after the presentation. Company Overview and Highlights The Oliver Group provides focused expertise in helping clients navigate through the early stages of the electronic discovery process. For more than a decade, we have provided expert services in support of many high profile litigation and compliance related matters. Our clients include leading litigation support providers, law firms and corporations. With facilities in Connecticut (US) and London (UK) we offer the following services on a global basis: 3 l Please email any questions, requests or information to info@the-olivergroup.com before, during or after the presentation. Common Client Challenges • Issues • Requirement to maintain legacy systems and tape backups without adequate internal resources to support. Triggered by: – – – – Litigation hold requiring data preservation Merger or acquisition and inherited infrastructure Force reduction impacting resources with core knowledge Compliance requirements to store date for extended periods • Challenges • Cannot respond in a timely manner to Legal requests – Highly reactive with immediate turnaround required • Required to retain personnel with skill in legacy systems that may not have understanding of newer technologies. • Unable to free up adequate datacenter space for newer technology – Datacenter footprint – Power, AC, etc. 4 l Please email any questions, requests or information to info@the-olivergroup.com before, during or after the presentation. Why Decommissioning? • Mitigates challenges of legacy system tape restoration management – Defensible approach to managing tape restore requests – Expert management and consultative support for Legal team • Reduces costs associated with legacy environments – Reducing operational costs such as power, a/c, infrastructure and security required to run the systems – Eliminate the costs associated with legacy software and hardware break/fix maintenance – Eliminate labor and time spend by IT staff to administer and monitor the systems • Better support new technologies and datacenter evolution – Relieves IT staff of the burden of maintaining legacy systems and tapes. – Frees up datacenter floor, rack and infrastructure space 5 l Please email any questions, requests or information to info@the-olivergroup.com before, during or after the presentation. Impacts of Decommissioning Logical & Physical Human Resources Overhead Hardware Power Air Conditioning Floor Space Software Filer Storage Disk Networking/Cabling Administrative Staff Software (NetApp, OS, etc.) IT Staff Ongoing Support IT Staff (repair, upgrades) Vendor Liaison Daily oversight Hardware Day to day support General upgrades Software DR Management Major Upgrades/ Moves Virus Protection Maintenance Restoration Services UPS (Battery) Security 6 l Disaster Recovery Maintenance Upgrades Licensing This document contains descriptions of proprietary processes and proprietary information prepared by The Oliver Group. Duplication or disclosure of the information contained herein is prohibited without the express written permission of The Oliver Group. TOG’s Approach to Decommissioning • Phase 1 - Requirements Capture – A – Client Provided Technical environment specifications and management procedures. Workflow overview, chain of custody review and other detailed requirements. – B – TOG Supported TOG experts work collaboratively with client to document technical specifications, management procedures, documentation available, chain of custody and workflow. • Phase 2 – Build out and Validation – TOG replicates environment at TOG datacenter and uses the defined procedures from Phase 1 to run a mutually agreeable validation test. • Phase 3 – Transition and Ongoing Management – Client decommissions onsite systems and TOG takes on ongoing request management. Level of outsourced management is defined based on client requirements and information gathered in earlier phases. 7 l Please email any questions, requests or information to info@the-olivergroup.com before, during or after the presentation. Phase1A – Requirements Capture (Client Provided) • TOG Experts work with client team to understand the source technology environments and processes to be decommissioned • TOG will utilize phone interviews as well as questionnaires to help facilitate the build out of environment for phases 2 and 3 • Some of the information provided to TOG by the client as part of the analysis phase – Date range of data to be managed by TOG – Number of custodians – Email formats – Exchange, Notes, GroupWise – Backup software version information – Tape formats – Anticipated volume of tape restoration and discovery services required 8 l Please email any questions, requests or information to info@the-olivergroup.com before, during or after the presentation. Phase1b – Requirements Capture (TOG) • TOG will deploy experts on-site to formally assess and define the current/required process for media restoration, email extractions and electronic discovery • The key objectives include but are not limited to: – Define and document, utilizing proven defensible chain of custody processes for restoration protocol – Develop a set of project reports for tracking of the key information required for the engagement – Define any/all contact points internally for project management, reporting and escalation as required – Assess and build out requirements with client team and feasibility for remote access to the system – Complete and validate a process walk through with the client team to validate methodology 9 l Please email any questions, requests or information to info@the-olivergroup.com before, during or after the presentation. Phase 2 – Build Out & Validation • Upon completion of Phase 1, TOG will implement the destination hosted environment at our US or UK datacenter • TOG will work with the client to validate that the environment and workflow are validated. This includes: – Establish a list of certification and testing requirements of the clients prior to decommissioning – Work with the client to follow best practice to ensure a successful and complete backup of the source environment – Run a validation test that spans from request initiation through project delivery – Determine decommissioning schedule and timeline with “go live” date and contractual framework for managed services – Upon successful implementation and testing of destination environment – the legacy system can be officially decommissioned and Phase 3 begins 10 l Please email any questions, requests or information to info@the-olivergroup.com before, during or after the presentation. Phase 3 – Transition & Ongoing Management • TOG will manage the replicated decommissioned environment restorations as well as other duties and agreed upon. These activities include: – Intake source media from the client while maintaining strict chain of custody documentation – Restoration of designated custodian data from media (or cataloging, etc. if required) – Provide additional services including de-duplication, keyword searching as requested – Deliver restored data on appropriate encrypted destination media – Restore and store data offline for future litigation requests as required – Provide appropriate reports and documentation to client including project status reports, chain of custody documentation, project closure report, etc. – Return client side source media 11 l Please email any questions, requests or information to info@the-olivergroup.com before, during or after the presentation. Decommissioning Benefits Summary • Drastically reduce costs to support and manage legacy or inherited environments • Focus on day to day operational IT duties without the burden of managing legacy, vendor expired hardware and software support • A cost effective manner of providing legal, disaster recovery and operational requirements against antiquated environments while offering a trusted, defensible and efficient solution 12 l Please email any questions, requests or information to info@the-olivergroup.com before, during or after the presentation. Why TOG? • Focused expertise in media restoration and electronic discovery • Proven, defensible processes with pristine chain of custody management and detailed reporting • Highly consultative approach to matter and client management 13 l Please email any questions, requests or information to info@the-olivergroup.com before, during or after the presentation. Dean M. Felicetti Partner – Licensed/Insured Private Investigator M: 401.212.6617 O: 860.599.9760 T: @Thebreachway Corporate Headquarters T: 595 Greenhaven Road Pawcatuck, CT 06379 US European Office London, United Kingdom P: 860.599.9760 I F: 860.599.9768 info@the-olivergroup.com I www.the-olivergroup.com