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5 Things We Learned at inFusion ’19

Created on September 13, 2019


Content Manager at Exterro

Exterro Chief Executive Officer Bobby Balachandran delivers the welcome presentation at inFusion '19

Exterro’s 10th annual inFusion event wrapped up yesterday, and with more than 20 presentations and advanced certification sessions, it was—as CEO Bobby Balachandran promised—the biggest and best yet. With inFusion ’19 officially in the books, let’s look back at some of the key takeaways that e-discovery and data privacy professionals can carry into the final stretch of this year—and next year.

1. E-Discovery and Data Privacy are two wings of the same bird. We are facing large-scale, structural changes in how we interact with our data—be it through securing it, using it, accessing it, or disposing of it. Better understanding the data you are housing, and knowing exactly where it exists inside of your organization, is critical in today’s regulatory and litigatory environment.

2. Finding value in Advanced Certification workshops. In addition to our regular classes that help users become certified with our product, our software pros hosted advanced Legal Hold and E-Discovery Data Management (EDDM) classes to help users better understand advanced program features. From best practices for collection to maximizing the benefits of Early Case Assessment (ECA), these sessions were a deep-dive into how users can get the most out of the Exterro software suite.

3. Harmonizing your Data Governance processes is more important than ever. In light of new privacy regulations, having an up-to-date and accurate data inventory is a critical component of an efficient and defensible e-discovery and privacy process. With exploding data volumes and ever-increasing data sources, those and so many more issues make life challenging for privacy and e-discovery professionals. We were thankful to have so many knowledgeable presenters and panelists this year to walk attendees through best practices for ensuring a defensible and compliant data governance process.

4. Your organization needs a data retention strategy. When it comes to how much data you retain, your organization needs set guidelines and detailed business reasons for doing so. For legal professionals, it’s necessary to have strict data retention policies because there’s: A. less data to have to sort through, and B. potentially less liability. For data privacy professionals, it’s important to know when you need to keep data for business/compliance purposes and when to let it go.

5. The importance of an e-discovery platform. To be highly-effective in e-discovery, you have to think holistically. These days, it’s difficult—or almost impossible—to manage growing data volumes with point tools that you have to transfer data to and from. The dark ages of manually managing your e-discovery processes is over. Throughout the entirety of the conference, we heard from folks who have been leading e-discovery teams and processes for a decade or more, and everyone is in agreement: They wouldn’t be where they are today without a platform that makes an efficient and defensible process possible.

If you missed inFusion ’19 and want to know more about these topics, sign up for our 5th Annual E-Discovery Day. This year’s event takes place on December 4, 2019, when you’ll have an opportunity to hear from top experts and thought leaders in the field about many of the same concepts, and more.

Sign up for our E-Discovery Day newsletter to learn more about the webcasts and in-person events coming in just a few months!