Transcript Get to Know Valora! - Valora Technologies

11/2000 – 11/2013
13
YEARS
Get to Know Valora!
Big Data Solutions Operating
at the Intersection of
eDiscovery, Records
Management & Information
Governance
www.valoratech.com
Information
Governance
Records
Management
eDiscovery & Litigation
 781.229.2265
Valora Technologies
• Bedford, MA software firm specializing in machine-assisted
document processing capabilities (aka analytics)
“
– World experts in the automated
analysis,
mining
The power
of Bigindexing,
Data is the
story and
presentation of documents,
data
content
about
the&ability
to compete and win
with few
resources
and limited
– 20 staff, 200+ clients, 1,500,000+
pages
every week
dollars.
”
- Forbes, March 2012
• Customers: corporate legal departments, government agencies, and
their professional advisory colleagues
(lawstory,
firmstoo)
& consultancies)
(this is Valora’s
• Target market: those who wish to harness and profit from the 2.5
quintillion bytes of document & content data being created each
day, aka “Big Data”
• Objective: to overtake traditional information repository creation
(manual data entry), management, analysis (search, review) and
workflow (retention, production, routing) with high quality, low cost,
scalable technology & best practices in analytics.
– Provide cost competitive document analytics solutions in the United States
– Provide efficient, world-class, targeted solutions to data, document & content
utilization problems
Who We Serve
• Corporate Legal Departments with complex
document/data/content management needs
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Litigation
Risk Exposure
Compliance
Records
Information Governance
• Government Agencies with limited resources for
document/data/content monitoring, analysis,
management
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Litigation
Investigations
Compliance
Records
• Their Advisory Counsel The law firms, consultancies
and service providers who support these entities
Typical Problems Valora Solves
Legal/Litigation/eDiscovery
Problems
• Too many documents to review, cull &
produce by hand
• Cost-effective alternative solutions to
contract attorney & offshore labor “armies”
• Missing, poor, or ineffective metadata
• Re-unitization, organization, indexing &
redacting of documents
• Bridging multi-language document
populations to English
Business Intelligence Problems
• Organize & control decades of contracts &
agreements
• Provide brand integrity/protection data
mining of public/private documents
• Forecast & trending of topics, people &
locations over time
• Loose, shared files analysis & control
Records Management Problems
• Help automate defensible deletion efforts
for IG
• Organize & control loose documents on
shared drives, desktops, networks &
devices
• Eliminate expensive and information-poor
storage options
• Serve as automated intake for multiple
content generation sources
Health Care Problems
• Automated PHI detection & redaction
• Heavy expense & time converting hardcopy
medical records to EMRs/EHRs
• Cannot keep up with fax server data
collection
• Cost effective alternative solutions to
“armies” of temp data entry coders
Selected Client Use Cases
Records Management
• AutoIndex 400,000 files per
day for 4 months
• AutoRedact SSN & TID from
credit applications
• Host online “Bidder’s
Library” of 100 years of
scanned records
• AutoBusiness Rules for
document retention &
compliance
• Convert paper medical
records to digital format
with embedded indexing
Litigation & eDiscovery
• AutoReview 1.5M files for
responsiveness, privilege, &
hotdocs
• AutoIndex 3M FOIA request
documents
• AutoTranslate Japanese,
Spanish, French & German
docs to English
• Oversee & manage 6-city
simultaneous data collection
& conversion
• AutoRedact personally
identifying information (PII)
Valora At a Glance
Heavy focus & specialty
Analytics, Tagging/Indexing/Coding, Data
Mining & Presentation
Service Model
SaaS services & solutions, typically dealing
with direct end-customer, or their advisors
(outside counsel & consultancies)
Targeted Platforms
Primarily BlackCat & other dedicatedpurpose platforms
Typical Pricing Structure
Flat fee pricing, Pricing per month
Staffing Model
Sophisticated consultation on document
workflow & management, information
governance
Markets Served
Markets: litigation/eDiscovery, case
management, records management,
business intelligence & health care
Popular Valora Services
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AutoUnitization
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AutoCoding
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Ability to identify & markup documents to “black out”
select information (such as PII – private identification
information, patient data or privileged information)
Automatic translation of non-English documents to
English text. Supports dozens of originating languages.
Presentation of data in intuitive, graphical ways with
easy navigation, understanding and manipulation of
document subsets. Often used for Early Case
Assessment.
Hosting of pre- or post-processed documents and files
in Valora’s BlackCat database or others (iConect,
Relativity, etc.).
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Most services available as Auto, Auto+Manual “Hybrid,” and Manual-Only.
Call for specifics.
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Image conversion for paper documents into
electronic image format (TIF, PDF, JPEG, etc.)
AutoBusinessRules
Hosting & Database Creation
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Join separated email conversation threads into a
consistent stream from start to finish
Scanning
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Identify documents that are highly similar, if not
identical across custodians and the entire
population. Includes cross-correlation of paper &
electronic documents
EmailThreadGrouping
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Optical Character Recognition for converting
images to searchable text
NearDuplicateDetection
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File Conversion to TIF/PDF format, text and
metadata extraction, de-NISTing, cross-custodian
de-duplication, filtering/culling, analytics
OCR
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DataVisualization
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AutoTranslation
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Identify and labeling documents by groupings
(dupes/near dupes, conversation threads,
issues/clustering) and disposition (responsive,
privileged, “hot,” etc.)
Electronic File Processing (EFP)
AutoRedaction
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Identify and label documents by type (balance sheet,
tax form, memo, etc.), relevant people (authors,
recipients, cc/bcc), date and subject/title.
AutoReview
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Ability to distinguish the beginning & end of
documents, as well as determine which documents
incorporate other documents as attachments
Identify and label documents by workflow
treatment, retention plans, compliance audit or
other groupings.
Professional Services
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Options for Project Management, Technical
data/file manipulation, Subject Matter Expertise,
Resources & Worfklow Design & Management
Popular Valora Solutions
Records Management Solutions
Information Governance Solutions
Document Intake, Analysis & Routing
Management & Control of Document & Content Data
– Automated intake solutions to support multiple and varying content
sources.
– Data mining & automated workflow routing
Large Public/Private Repository Management
– Image and file conversion with full indexing, business rules and workflow
– Hosted solutions for secure, online access
Litigation/eDiscovery Solutions
Managed eDiscovery Processes
– Repeatable eDiscovery & litigation support, with predictable monthly
pricing
Mortgage & Insurance Claims
– Customized solutions for all kinds of financial, loan and insurance claim
document sets.
DataVisualization & Hosting Solutions
– Management and presentation of large volumes of data in intuitive,
graphical ways with easy navigation, understanding and manipulation of
document subsets.
Professional Services
– Options for Project Management, Technical data/file manipulation,
Subject Matter Expertise, Resources & Worfklow Design & Management
Health Care Solutions
Electronic Medical Records (EHR/EMR)
– Intake & conversion of paper medical records including full coding and
routing of scanned images
– Automated fax server management, indexing, routing & exception
handling
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Defensible Deletion
Data Migration & Preservation
Data Mining, Analytics
Compliance solutions for HIPAA, sensitive information/PII,
communications/disclosure policy assurance, and Corporate
Integrity Agreements (CIAs)
Email Classification & Migration
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Content Classification, such as matter designations
Data Migration & Preservation
Data Mining, Analytics & Presentation
Day forward live processing
Business Intelligence Solutions
Brand Integrity/Brand Protection
– Public/private document monitoring & analysis
– Illicit activity tracking & reporting
– Trend & forecast analysis
Contracts Management
– Automated assessment of contract terms validity & obsolescence
– Topic and clause validation & classification
– Duplicate & NearDuplicate grouping
Shared Files Management
– Collection, analysis, organization and management of loose files on
shared & network drives
A/R, A/P & Billing Solutions
– Intake, conversion, indexing & routing of billing & shipping records
In Case You Missed Them
http://www.valoratech.com/resources.html
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Valora’s New White Paper: 5 Things Corporate Litigation
Professionals Can Learn From Their Records Management
& Information Governance (RMIG) Counterparts
– Second in 2-part series on the convergence of
Litigation/eDiscovery, Records Management and Information
Governance
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Valora’s Companion White Paper: 5 Things RMIG
Professionals Can Learn From Their Corporate Litigation
Counterparts
– Part I of 2-part series on the convergence of Litigation/eDiscovery,
Records Management and Information Governance
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ACEDS Article: Does the Uncritical Acceptance by Courts of
Unsupported and Potentially Erroneous TechnologyAssisted Review Assertions Frustrate the Objectives of
Discovery?
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25 Cool Valora Things
Ready to learn more?
For More Information:
Valora Technologies, Inc.
101 Great Road, Suite 220
Bedford, MA 01730
781.229.2265
www.valoratech.com
[email protected]
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