PSS Systems

June 17, 2010 10:00 ET

CGOC Meeting Featuring Novartis' Pam Roberts on The Essential Discovery Checklist for the Cloud

MOUNTAIN VIEW, CA--(Marketwire - June 17, 2010) -  CGOC, a practitioners' forum focused on records retention, legal holds and discovery practices, today announced a new webinar, "The Essential Discovery Checklist for the Cloud" with Pam Roberts of Novartis. The webinar, ideal for legal, RIM and IT staff members, will take place on June 29, 2010 at 10:00 a.m. PDT. During the one-hour session, Ms. Roberts, head of legal data services at Swiss pharmaceutical giant Novartis, will present a checklist of questions that corporate counsel and IT organizations can use to ensure that their cloud strategies enable efficient and effective discovery. The checklist can help companies avoid discovery disasters and serve as technical requirements for cloud providers. Migrating data to even private clouds poses significant privacy and discovery challenges for companies, including how information is segregated, placed on legal hold with adequate records of the legal hold, collected efficiently with a sufficient chain of custody, and disposed of when eligible to avoid privacy issues or recursive unnecessary discovery and storage cost. 

"As IT organizations continue to search for ways to reduce the costs of data management, they are increasingly turning to private clouds," said Deidre Paknad, founder of CGOC, and president and CEO of PSS Systems. "Moving to the cloud does not relieve companies of their obligations to place legal holds, ensure confidentiality and privacy of information, and to collect and produce that information often under tight deadlines. Data management costs are often high because companies have not been able to do legal holds precisely and are massively over-retaining information in their corporate data centers in which they have full control; it is therefore imperative that these legal considerations be well considered before moving data to a third-party cloud environment."

The checklist and webinar topics covered in this webinar include:

Legal Hold Issues

  • Managing data in existing inboxes
  • Method of ongoing preservation
  • Application of preservation to some or all email
  • Filters and wildcards
  • Encryption
  • Releasing holds and dispositioning data

Collection Issues

  • Storage and collection of responsive data
  • Collected data download rates
  • Mechanisms for downloading data

Data Integrity Issues

  • Maintaining data integrity during preservation and collection
  • Documenting processes and chain of custody
  • System testing and documenting testing

Data Protection Issues

  • Data location at rest and in transit
  • Privacy and cross-border transfer considerations
  • Protecting data from inappropriate access

Monitoring Issues

  • Ensuring the process when data is far afield
  • Test cases for solution assessment

PSS Systems is lead sponsor and founding organization for CGOC. This webinar is available at no charge to CGOC members. For more information about obtaining a CGOC membership, visit

About CGOC
CGOC, the Compliance, Governance and Oversight Council, is a community of experts in retention, legal holds, discovery, and privacy exclusively for corporate practitioners. Its charter is to create a forum in which legal and compliance executives can get the insight, interaction, and information they need to make good business decisions. Established in 2004, it fills the critical practitioners' gap between ARMA and The Sedona Conference to provide the ability to move from theory to efficient practices. CGOC offers corporate litigation, discovery, and records management leaders and practitioners with educational seminars, benchmarking surveys, group workshops, an annual Summit and retreat, white papers by expert faculty, a professional networking website, and regional working groups. Membership in the forum is free to qualified executives. Learn more at

About PSS Systems
PSS Systems helps companies eliminate unnecessary legal risk, and discovery and data management costs. Its Atlas Suite is the recognized leader in information governance providing integrated software solutions for legal holds, discovery workflow, regulatory compliance and data governance for customers like Abbott, BASF, BP, Citigroup, ConocoPhillips, First Data, GE, Pfizer and Williams. PSS is the innovator that started the legal holds market in 2004 and has the largest concentration of customers and domain experts anywhere. PSS is a trusted business partner to its customers, offering expert insight, best-in-class software, and continuous innovation to address emerging challenges. PSS founded and sponsors the CGOC as a part of its commitment to advancing corporate retention and preservation practices. The company is based in Mountain View, California. For more information, visit

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