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Mastering M365: Strategies for Streamlined Records Management and its Impact on eDiscovery

February 21, 2024 @ 12:00 pm - 1:00 pm EST

HaystackID Educational Webcast

+ Date: February 21, 2024 (Wednesday)
+ Time: 12:00 PM EST / 11:00 AM CST
+ Register Now: Lexology Registration Page

Join M365 eDiscovery and records management experts Nate Latessa, Matt Miller, and Shukra Kichambare as they discuss best practices for managing legal holds and collections in M365 Purview eDiscovery. They’ll also explore how robust records management can enhance eDiscovery outcomes and reduce costs. Kelly Twigger from eDiscovery Assistant will wrap up the session with the latest relevant case law impacting M365.

M365 has become the information hub for corporations and a critical component of the modern business infrastructure. While Microsoft has created a powerful platform to manage and assist with key business processes, there are limitations to what it can do. We’ll examine best practices for eDiscovery legal holds and collections and discuss ways to avoid common pitfalls. We’ll also discuss records management and data classification features in  M365 Purview to improve the eDiscovery process, and we’ll provide the latest updates on the M365 Purview roadmap.

This webinar is geared towards novices and experts alike who want to stay abreast of the latest M365 Purview eDiscovery & Records Management advancements.

Click Here to Register Now!

Expert Panelists

+ Nate Latessa
Executive Vice President of Advisory Services

Nate Latessa is the Executive Vice President of Advisory Services at Haystack ID. With over two decades of experience, he is a prominent figure in information governance and eDiscovery. Nate has been instrumental in devising strategies for effective eDiscovery and information management, aiding corporations and law firms in handling electronic evidence. His expertise in using advanced eDiscovery tools has streamlined litigation processes, while his understanding of data and legal compliance has distinguished him in the field. Nate has worked with various organizations to help drive initiatives that merge technology with best practices in information governance, enhancing operational efficiencies, limiting exposure to cybersecurity breaches, and preparing for new and emerging privacy regulations. Additionally, he is recognized for his thought leadership, having spoken at industry conferences and written for esteemed publications, and is dedicated to mentoring and educating emerging professionals.

+ Matthew L. Miller, Esq.
Senior Vice President of Information Governance and Data Privacy, and Global Information Governance Advisory Services Leader

Matt Miller is Senior Vice President and Global Information Governance Advisory Services Leader at HaystackID, based in Los Angeles, CA. In his role, Matt enables clients to navigate highly complex data management and protection challenges by enhancing and integrating policies, processes, technologies, and managed services solutions.

After leaving traditional law practice in 2005, Matthew focused on forensics, legal hold, email archiving, and eDiscovery software solutions. Subsequently, he began delivering eDiscovery and Information Governance-related services. Mr. Miller has led dozens of high-profile, above-the-fold eDiscovery matters. He also leads multi-national, petabyte-scale data governance, records management, and privacy engagements. He has advised on large-scale migrations of data into M365 environments. Also, he advises on data breach scenarios and incident response-related forensic investigations and has been an adjunct professor of Cyber Security at Loyola Marymount University for the past four years.

+ Shukra Kichambare
Senior Manager, Information Governance
+ Cummins, Inc.

Shukra Kichambare is Senior Manager of Information Governance at Cummins Inc., a Fortune 500 energy solutions powerhouse. In his current role, he leads the buildout of the Information Governance program at Cummins, focusing on enabling machine learning and automation of information governance through the Purview suite. Shukra started at Cummins, leading quality management, and has since advised internally in operations and strategy.

Shukra is an ex-board member of the Association for Intelligent Information Management (AIIM) and is certified in Records Management through the iCRM.

+ Jason Covey
M365 eDiscovery Consultant, Global Advisory Services

Jason Covey is the lead M365 Consultant in the Global Advisory Services Practice at HaystackID, based in Atlanta, GA. As lead, Jason Covey provides a unique combination of consulting and technical expertise in operationalizing M365’s toolsets for litigation, investigations, and regulatory requests. Working closely with HaystackID’s forensics group, Jason also develops and delivers training content and technical support for law firms, corporate legal departments, and IT professionals.

Jason’s legal industry career includes more than 20 years of law firm experience as an eDiscovery/litigation support specialist and paralegal. For the past three years, Mr. Covey has focused solely on optimizing and enhancing client M365 environments.

+ Kelly Twigger
Principal, ESI Attorneys
CEO, eDiscovery Assistant

Kelly Twigger is a practicing attorney, consulting and testifying expert, software developer, consultant, writer, and speaker on issues in electronic discovery, the development and implementation of legal technology, and how to effectively use data in planning for and during litigation. She is one of the co-authors of Electronic Discovery and Records and Information Management and host of Case of the Week at eDiscovery Assistant.

Kelly has been recognized as a Fastcase 50 Honoree, an ABA Woman in LegalTech, is listed in Who’s Who in America, and is a ten year member of the planning committee for the University of Florida eDiscovery Conference. Kelly also serves as an adjunct professor of eDiscovery Principles and Technology at the University of Colorado Law School in Boulder, Colorado.

About HaystackID®

HaystackID is a specialized eDiscovery services firm that supports law firms and corporate legal departments and has increased its offerings and expanded with five acquisitions since 2018. Its core offerings now include Global Advisory, Discovery Intelligence, HaystackID Core®, and artificial intelligence-enhanced Global Managed Review services powered by ReviewRight®. The company has achieved ISO 27001 compliance and completed a SOC 2 Type 2 audit for all five trust services criteria for the third year in a row. Repeatedly recognized as a trusted service provider by prestigious publishers such as Chambers, Gartner, IDC, and The National Law Journal, HaystackID implements innovative cyber discovery services, enterprise solutions, and legal discovery offerings to leading companies across North America and Europe, all while providing best-in-class customer service and prioritizing security, privacy, and integrity. For more information about its suite of services, including programs and solutions for unique legal enterprise needs, please visit HaystackID.com.