Category Archives: Records Management

Why Most eDiscovery Tools and Online Archiving Offerings Are Terrible for Information Governance

By John Patzakis and Chas Meier

Many organizations assume that information governance initiatives—such as data privacy audits, purging ROT (Redundant, Obsolete, or Trivial) data, merger and acquisition-driven data separation, or data breach impact assessments—can be effectively addressed using eDiscovery tools or online archiving platforms. After all, eDiscovery solutions excel at identifying and searching through large volumes of unstructured data in high-stakes, reactive legal scenarios.

However, there is a critical distinction between eDiscovery and information governance workflows that organizations must understand when selecting the right solution. eDiscovery typically involves copying large volumes of data at multiple stages and continually moving that data upstream, eventually into third-party cloud platforms for processing and hosting. In contrast, duplicating and moving massive data sets is often the last thing you want to do in information governance projects, which are typically large-scale, enterprise-wide initiatives.

In fact, here are five major reasons why most eDiscovery tools and online archiving solutions are terrible for information governance. These tools:

  1. Dramatically Increase Risk
    Consider a scenario where an organization suffers a data breach and must assess 100 terabytes of data to identify compromised PII and determine reporting obligations. Most eDiscovery tools require a full copy of this data to be made and uploaded into a third-party environment—doubling the volume of sensitive material and compounding the risk. Instead of helping, this kind of mass data duplication exacerbates the compliance and privacy risks that governance initiatives aim to reduce. In fact, such inefficient data duplication directly conflicts with GDPR principles, which require data minimalization and proportionality.
  2. Are Exorbitantly Expensive
    Information governance is not a small, tactical effort—it is a broad, enterprise-wide initiative. At X1, we rarely see governance projects involving less than 50 terabytes of data. Using traditional eDiscovery pricing models, even with volume-based discounts, these projects can quickly rack up tens of millions of dollars in costs due to unnecessary processing, storage, and hosting workflows designed for litigation—not governance.
  3. Can’t Meet Time Constraints
    Copying, transferring, uploading, and indexing 100 terabytes of data into a third-party cloud platform can easily take six months or more, even in an ideal scenario. That timeline is incompatible with the urgent nature of most information governance use cases, such as data breach impact assessments or M&A-related audits. Worse yet, by the time the data has been copied and indexed, it will likely already be stale—undermining the integrity of the project from the outset.
  4. Create Remediation Roadblocks
    Suppose you incur the costs and risk to copy and upload a full data set in an external review platform and successfully identify sensitive or outdated data for remediation. Now what? You are merely working with copies of the data. The originals remain distributed across Microsoft 365, file servers, laptops, and other locations. Trying to trace back and manually remediate live data sources is costly, disruptive, and error-prone—defeating the very efficiency goals of the governance project.
  5. Do not Support Microsoft 365 Effectively
    Many so-called “governance” tools are simply rebranded email archiving systems that rely on bulk copying data out of Microsoft 365. Not only is this approach expensive and inefficient, but it also creates serious technical and compliance risks. Microsoft 365 does not support mass data exports at scale without significant friction, and errors are common—as illustrated in FTC v. Match Group, No. 3:19-CV-2281-K, 2025 WL 46024 (N.D. Tex. Jan. 7, 2025). In that case, Microsoft Purview exports into an archival system failed, resulting in court-imposed discovery sanctions. If a solution does not support index-in-place capabilities—allowing analysis directly upon the native data—it is simply not viable for modern information governance needs.

A Different Approach is Required
Information governance requires agility, precision, and a fundamentally different approach than traditional eDiscovery processes. Organizations must be wary of legacy eDiscovery tools and outdated archiving platforms masquerading as governance solutions.

X1 Enterprise was purpose-built to address the challenges and inefficiencies that plague traditional eDiscovery tools and archiving platforms when applied to information governance. At the core of the X1 Enterprise Platform is its patented micro-indexing architecture, which enables organizations to search, analyze, and act on data in place, without needing to first copy, move, or centralize it.

This index-in-place capability means X1 can connect directly to endpoints, file shares, Microsoft 365, and other enterprise data sources to perform fast, scalable, and highly targeted data sweeps and analysis—without duplicating the data or exposing it to unnecessary risk. Whether you are performing a data privacy audit, a breach impact assessment, or an M&A data separation project, you can run real-time searches across tens of terabytes and thousands of custodians—with results returned in minutes, not months, and the data remediation performed in-place.

By eliminating the need for data movement, X1 avoids the five major pitfalls of legacy tools:
Risk: No mass duplication of data, reducing exposure and aligning with GDPR and other regulatory requirements.
Cost: No massive ingestion or hosting fees—X1 dramatically lowers total project costs by working directly with live data.
Time: Deploy and execute governance initiatives in a fraction of the time required by traditional methods.
Remediation: Act directly on live data—flag it, move it, delete it, or apply tags—in the original source locations.
Microsoft 365 Compatibility: X1 integrates natively with Microsoft 365 and other systems without requiring cumbersome exports or expensive additional licensing and services, enabling robust, reliable governance at enterprise scale. Simply put, we believe X1 provides the best available support for M365 data sources.

In short, X1 Enterprise offers a faster, safer, and far more cost-effective way to execute complex information governance projects—turning what used to be massive, reactive, months-long efforts into streamlined, proactive, and strategic workflows.

Learn more about how X1 Enterprise can streamline your next information governance project. Schedule a demo today at sales@x1.com or visit www.x1.com/solutions/x1-enterprise-platform.

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Filed under Best Practices, CaCPA, Cloud Data, Corporations, ECA, eDiscovery, eDiscovery & Compliance, Enterprise eDiscovery, ESI, GDPR, Information Governance, law firm, m365, Preservation & Collection, Records Management

Modernizing eDiscovery: A Huge Strategic Win for Legal Operations Executives

By John Patzakis

Modern In-Place Data Discovery

For today’s corporate legal departments, controlling runaway costs is no longer optional — it’s a mandate. Nowhere is this more evident than in the spiraling expenses for outsourced eDiscovery and information governance services. While litigation and regulatory demands continue to grow, many organizations still rely heavily on costly outside service providers to identify, collect, process, and produce electronically stored information (ESI). This outdated model drains budgets, strains timelines, and introduces unnecessary risk.

Enter the modern legal operations executive. One of their core responsibilities is to identify inefficiencies and leverage technology to reduce costs and streamline workflows. Modernizing eDiscovery and information governance processes is a very fertile and high-impact opportunity to do exactly that. Doing so can save organizations tens of millions of dollars in hard (actual) costs. Here’s how:

1) Bring eDiscovery In-House and Slash Costs with the Right Technology

Outsourced eDiscovery vendors typically charge steep hourly rates and volume-based markups for even routine tasks like identifying and collecting custodial data. Yet studies — and real-world case studies — consistently show that corporations can reduce eDiscovery costs by up to 90% by adopting targeted collection and in-place search technology.

Solutions like X1 Enterprise enable legal and compliance teams to index and search data in place — without cumbersome, time-consuming manual collection. By deploying this technology internally, the legal operations team can replace costly third-party workflows, including highly inefficient Microsoft 365 processes, with faster, defensible, and far less expensive processes. This means greater control over timelines and budgets, and reduced exposure to data security risks associated with handing over large volumes of sensitive information to multiple vendors.

2) Drive Broader Efficiencies Beyond Litigation

The benefits of a modern eDiscovery platform extend far beyond document production in a lawsuit. The same technology can be leveraged for critical information governance and data compliance functions. For example, when a company needs to respond to internal audits, regulatory data access requests, or data privacy audits and inquiries, in-place search capabilities allow teams to quickly find and manage relevant data without reinventing the wheel each time.

Legal operations executives can champion the use of enterprise eDiscovery tools for these broader use cases, creating synergies between compliance, privacy, IT, and legal teams. This not only reduces redundant spending on separate point solutions but also ensures better control of data and improved risk management across the organization.

3) Partner with Finance to Uncover Hidden Cost Savings

A key role of legal operations is to align legal spend with broader corporate financial goals. When evaluating an in-house eDiscovery solution, legal ops leaders should engage their CFO early. One common pitfall is focusing solely on capital IT budgets while overlooking how much is siphoned away from the legal operating budget to fund expensive outsourced eDiscovery services.

In one real-world example, a company assumed they could not afford an internal solution based on their limited IT budget. However, when they worked with their CFO to analyze total eDiscovery spending, they discovered they were paying tens of millions annually from a separate operating budget to outside providers. Redirecting even a fraction of this spend towards a robust internal platform not only paid for the technology but will yield millions in net savings — year after year.

Final Thoughts

For legal operations executives looking to deliver immediate cost savings, increase efficiency, and elevate the department’s strategic value, modernizing eDiscovery and information governance processes is perhaps their greatest opportunity for an immediate and significant impact. By bringing the process in-house with proven technology like X1 Enterprise, expanding its use to multiple compliance and governance scenarios, and partnering with finance to eliminate wasteful spending, legal operations can transform eDiscovery and information governance from a financial drain into a model of operational excellence.

Interested in learning more about how to achieve this transformation? Schedule a briefing today at sales@x1.com or visit www.x1.com/solutions/x1-enterprise-platform.

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Filed under Best Practices, Cloud Data, Corporations, Data Audit, ECA, eDiscovery, eDiscovery & Compliance, Enterprise eDiscovery, Enterprise Search, ESI, Information Access, Information Governance, Information Management, m365, Preservation & Collection, Records Management

X1 Enterprise Is the Gold Standard for Data Separation in M&A Matters

By John Patzakis and Charles Meier

X1 is the Gold Standard in Data Separation

Corporate mergers and acquisitions are complex enough on their own — but when a deal involves the divestiture of an entire business unit or a carve-out of specific departments, the stakes for separating data correctly and efficiently become even higher. Legal and IT teams must identify and surgically separate emails, documents, and other unstructured electronic information to ensure that the right data goes to the acquiring party — and that what must be retained remains secure and compliant with privacy and legal requirements.

This data separation exercise is notorious for being time-consuming, extremely expensive, and highly disruptive. This is because traditional methods require heavy lifting by IT teams and service providers, endless back-and-forth with custodians, and mass data collections that literally double the risk. Worse yet, Microsoft Purview, with its known throttling and low throughput challenges for M 365 data, is not up to the task for data separation matters that invariably involve at least dozens of terabytes. These inefficiencies all lead to severe regulatory risks, runaway costs, and critical delays.

There is, however, a far better way — X1 Enterprise. Several major corporations have recently employed X1 Enterprise in high-stakes data separation matters. Once completed, the comments from our customers are the same: There was no other way they could have done it without spending millions of dollars on time-consuming and disruptive services.

Data Separation Is Not Just Another eDiscovery Project

Unlike standard eDiscovery, a divestiture-driven data separation project must carve out large volumes of live, operational data while the business continues to run. Legacy tools and processes require copying and moving the entire subject data set to a separate repository for indexing and searching — adding huge costs, time delays, and operational risk.

X1 Enterprise’s game-changing advantage lies in its distributed micro-indexing architecture and true index-in-place capability. This unique approach allows organizations to instantly search, categorize, and separate or otherwise remediate massive volumes of data where it resides — without duplicating and exporting entire data sets to third-party servers for processing.

In practical terms, this means:

Lightning-Fast Search: X1 Enterprise creates lightweight, local micro-indexes on endpoints and servers across the organization. Search results come back in seconds, no matter where the data lives — on laptops, file shares, or cloud repositories such as M365.

Minimal Disruption: Because the data stays in place, there is no need to duplicate or move sensitive content, minimizing the risk of data leakage, avoiding the bottlenecks that come with data copying and migration for centralized processing, and enabling the actual remediation to be infinitely more effective by working on the live data set. How do you execute data separation when you are working off a stale copy of the data for the categorization effort? The short answer: Up to millions of dollars in manual services to go back to the “original data” and manually separate the data for each employee and their respective data sources.

Scalability and Control: Whether the divestiture involves hundreds or thousands of custodians across geographies, X1 Enterprise scales seamlessly while giving legal and IT teams centralized control and real-time oversight.

Defensible Process: Legal teams can generate audit trails, reports, and logs to demonstrate a precise and defensible chain of custody, which is critical for regulatory and contractual compliance.

The Bottom Line: Much Faster, with Dramatically less Cost and Risk.

When time is money — and delays can put entire deals at risk — organizations cannot afford cumbersome, legacy eDiscovery workflows for carve-out data separation projects. X1 Enterprise’s innovative architecture empowers legal, compliance, and IT teams to execute precise data separations faster, with dramatically lower cost and business impact.

For any organization facing a merger, acquisition, or divestiture, X1 Enterprise is not just an upgrade — it is the modern standard for high-stakes data separation and governance.

Learn more about how X1 Enterprise can streamline your next M&A project. Schedule a demo today at sales@x1.com or visit  www.x1.com/solutions/x1-enterprise-platform.

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Filed under Best Practices, Case Study, Cloud Data, compliance, Corporations, Data Audit, ECA, eDiscovery & Compliance, Enterprise eDiscovery, ESI, GDPR, Information Access, Information Governance, Information Management, m365, Preservation & Collection, Records Management

X1 Search Version 10: A Game-Changer for Modern Enterprise Search

By John Patzakis

Enterprise search has long been a pain point for organizations—fragmented data, slow retrieval, and outdated architectures have left businesses struggling to find information efficiently, resulting in millions of hours of lost productivity. But with the release of X1 Search Version 10, a new era has arrived—one that redefines how business professionals search, discover, and act on their information across cloud and endpoint ecosystems.

And the standout features? Full integration with Slack, enhanced support for Microsoft 365, support for Gmail and Google Drive and numerous other cloud data sources, as well as improvements to our enterprise-grade speed and scalability! With version 10, you can now search Slack in tandem with your email, files, and your Microsoft 365 data sources, including Teams.

Slack and Teams have become the modern enterprise’s water cooler and meeting room rolled into one. It is where you and your colleagues have critical conversations, exchange files, and document decisions. But until now, most enterprise search tools could not index Slack effectively, let alone allow unified searching across Slack and email.

X1 Search 10 changes the game by uniquely enabling real-time search across Slack messages, channels, and attachments alongside your Outlook, M365, Google Workspace, files, and more—all in a single interface. This allows business professionals to instantly search all their key information and full context of communication threads, no matter where their conversations took place. Imagine searching, seeing, and acting on your relevant Slack chats, Teams chats, email threads, and related documents side by side, in seconds. No toggling between systems. No data blind spots. Just instant insight and supercharged productivity.

Speed, Scale, and Simplicity with Micro-Indexing
What makes this lightning-fast and massively scalable experience possible is X1’s patented search and micro-indexing architecture. Unlike legacy systems that first require inefficient, time-consuming crawlers to collect, duplicate, and then transfer the data en masse into central repositories, which is a recipe for failure, X1 indexes data in-place. This means:

• No massive data movement
• Real-time indexing at the source
• Full maintenance of user permissions and access controls
• Lightning-fast search response times—even across multi-terabyte datasets

This distributed, index-in-place model is purpose-built for today’s data environment, where critical content lives across cloud platforms (Microsoft 365, OneDrive, SharePoint, Slack), endpoints, MS Exchange Servers, and file shares. With X1, organizations get a true federated view of enterprise content—without sacrificing speed, security, information governance, or user experience.

Legacy Enterprise Search Is Officially Obsolete
Traditional enterprise search tools—built for centralized environments—are no match for the demands of the modern workplace. As data continues to fragment across cloud platforms, remote endpoints, and collaboration apps like Slack and Teams, the old Enterprise Content Management (ECM) model of copy and migration to centralized indexing is completely untenable in terms of the laws of physics as well as creating significant security and governance risks.

X1 Search leapfrogs past those outdated architectures. With native support for Slack, robust Microsoft 365 integration, and enterprise-grade security and scalability, X1 enables rapid search and collection across the full digital workplace.

No more hours of lost productivity per week. Just real-time, precise search across your enterprise data—wherever it lives.

X1 Search Version 10 is now available. Ready to see it in action? Watch a 4-minute demo or obtain a free trial license (no credit card required) now.

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Filed under Best Practices, Business Productivity Search, Cloud Data, Corporations, Desktop Search, Enterprise Search, Hybrid Search, Information Management, m365, MS Teams, OneDrive, productivity, Records Management, SharePoint, X1 Search 10

New X1 Search 9 Provides the Best Means to Search Your Microsoft 365 Data Sources

By John Patzakis and Chas Meier

Last week X1 announced major new, robust features to our desktop productivity solution X1 Search. The next generation of X1 Search is no longer desktop-only focused, but instead provides a revolutionary ability to instantly search across your Microsoft email, Teams, OneDrive, SharePoint as well as your local files and email all in a single unified search. This powerful capability supercharges your productivity, thereby saving hours a day. This added support also extends to Google Drive and Gmail.

While there are many innovations with X1 Search 9, the ability to search across all your M365 data sources with a single search is particularly game changing. No other enterprise or desktop search solution can match this functionality. The native Microsoft M365 search has a semblance of this, offering only a few search results displayed with a cursory preview, as opposed to full search results and full fidelity preview provided by X1.

“X1 Search is my go-to, must-have search application on my desktop,” said Max Underwood, long-time business and personal user from a large defense contracting firm. “Nothing even comes close to matching X1 Search’s speed and accuracy in finding what I am looking for exactly when I need it so I can get back to work, whether the source file is located on my local drive or hosted on a distant cloud via my company’s network. It’s an incredible time-saver, invaluable, way ahead of Windows Search or any other search tool I’ve seen – literally saving me hours each work week. X1 Search is essential to my day-to-day operations, and with the new ability to instantly search across all my Teams messages and accelerate my Gmail search on top of the current capabilities, the solution is even more compelling.”

No other solution enables you to instantly search across all your core data applications using a single prompt and return immediate results with hit highlighting and full fidelity preview capabilities. X1 Search unlocks the ability to find information no matter where it resides whether it’s lost in your spam folder, archived in your email 10 years ago, buried in a Teams chat or recently added to your OneDrive or SharePoint. X1 Search does the work for you, faster and far better than any other desktop or enterprise search offering.

The new X1 Search version 9 capabilities, include the following benefits:

The ability to search through all your Microsoft Teams Chats and Channels history, including messages, attachments, emojis, reactions, and more, all from a single interface.
Elevate your cloud data search capabilities with the new Google drive connector enabling you to search your complete Google drive history and immediately perform Post Search Actions.
Index, search and find information in your Gmail 3 times faster with the new API-based Gmail connector.
Patented fast-as-you-type search with built-in hit highlighting and full fidelity preview for immediate visibility into your results.
Search across all your Outlook email, attachments, Outlook calendar, and contacts list via X1’s deep Outlook integration.
Unified search across all your data sources to instantly search and find emails, attachments, documents, local files, and M365 data in a single search.
Accelerate your email workflow with M365 Archived mail search capabilities – Rapidly index years’ worth of archived Outlook email in half the time.

X1 will be hosting a webinar on Wednesday, April 17 introducing the game-changing, new solution capabilities now available with X1 Search version 9.

The X1 Search solution is available for individual purchase on the X1 website and large volume, enterprise purchase by contacting X1 at sales@x1.com. To learn more about X1 Search visit www.x1.com/products/x1-search

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Filed under Best Practices, Business Productivity Search, Corporations, Desktop Search, Enterprise Search, ESI, Hybrid Search, Information Management, MS Teams, OneDrive, productivity, Records Management, SharePoint, X1 Search 9