A global deployment case study of a forensics & eDiscovery platform providing visibility from collection through production.

We provide a free initial consultation to determine the best team and solutions
to meet your needs.

A global deployment case study of a forensics & eDiscovery platform providing visibility from collection through production.
We are partners with our clients and encourage a realistic
approach to discovery, not one based on risk avoidance alone.
Our team believes in spending the time to find the perfect system to meet your needs today and your expectations for tomorrow…
read moreOur experts are your “translator” or “teacher” who can validate & present complex information in an easy way for those with less technical knowledge…
read moreOur team aids you in finding & preserving relevant information using minimally disruptive, proportionate, legally defensible & cost-effective methods…
read moreOur team eliminates your eDiscovery challenges & pains while controlling costs through our extensive experience & innovative practices…
read moreOur solution is customized to deliver to you the information governance that reduces risk, cut costs, secures data & enables deeper data insight…
read moreOur solution leverages innovative technology including AI and machine learning to identify common harassment patterns in your data…
read moreOur solution can effectively map your data, help you understand the information flow, describe it and identify its key elements…
read moreOur solution is an evolving technology framework that establishes a scalable foundation to integrate & automate your eDiscovery tools & processes…
read moreWe provide a free initial consultation to determine the best team and solutions
to meet your needs.
Information Technology Architect, Engineer and Consultant
I have worked on “big data” analytics most of my career, starting in the oil & gas exploration industry (which generates more data than any other class of business) & then moved to Legal & Information Governance industries over 16 years ago. I have:
My personal attributes: Entrepreneurial mind-set; Passionate about technology and innovation; Problem solving using out of the box thinking; Results & impact orientated – very comfortable as a change agent; Strong leadership, management and interpersonal skills with proven ability to create influence among team members; Client focused; Strong integrity.
WORK HISTORY
August 2016 – January 2018 Deutsche Bank, New York, NY
Information Governance and EDiscovery Solutions Architect & Engineer
At DB, I am focused on identifying and remediating data spread over 60 countries. I have a designed and am implementing a system to extract and centralize selected storage system metadata that will lead to improved data identification and management of over 200PB of data. When combined with other IG strategies, this will lead to immediate project cost payback & savings measured at over $10 Million per year in storage, & potentially over $40 Million a year in avoided EDiscovery costs.
Sept 2015 – August 2016 Fortium Partners LP, National
Information Governance and EDiscovery Practice Leader, Partner, CIGO
As a strategist, I advised corporations on data and information governance, architecting or revising their policies and procedures, and advised on use of and implementation of analytics technologies to derive business intelligence. With my knowledge of legacy systems and the inner workings of IT, I provided real world experience.
May 2008 – Sept 2015 OrcaTec LLC, Atlanta, GA
COO, CISO
Nov 2007 – June 2008 HSNO PC, National
Managing Director
Performed executive level consultation primarily at oil exploration and oil field services companies, all of whom were multi $BN enterprises, establishing records retention frameworks and practical policies around media management. I also performed a fraud analysis and IP theft audit at one of the nation’s largest retailers of housing data.
Delivered objective and strategic advice on protocols and work flow, working directly with outside counsel, general counsel, and corporate executives. Services included: litigation readiness planning, analysis, remediation & reduction of tape archives along with design of data retention protocols, electronic discovery consulting & cost containment, litigation information management, data preservation, computer forensics, email recovery and reconstruction, and transactional data analysis.
April 2005 – Nov 2007 LECG (Legal & Economic Consulting Group), National
Executive Leadership of Electronic Discovery Practice, Director of Operations, Expert:
Jan 2001 – March 2005 eMag Solutions LLC, Atlanta & NYC
V.P. Business Development (2004 & 2005), Director of Operations, Director Computer Forensics & EDiscovery (2002-2004)
1/1988 – 11/2000 Saudi Aramco, Dhahran, Saudi Arabia – World’s largest integrated Oil Company
Exploration Applications Software Developer
I performed scientific software development, data management and IT operations support
EDUCATION
2003-2004 – MS in Management of Technology from the Georgia Tech College of Management. GPA 3.87.
RECENT PUBLICATIONS
SELECT TEACHING & SPEAKING ENGAGEMENTS
Bob is senior level information technology consultant and former IT executive offering a unique blend of deep technical expertise and business acumen across a wide variety of financial, insurance and high-tech industries, spanning start-ups to Fortune 500.
Bob in some ways defies description in that he has deep skills across multiple IT verticals but has never settled on any one expertise. This is no doubt due to his ADD. In his long career, he has performed the duties of technical support specialists, application designer/programmers, systems administrators, relational database administrators, computer and database architects using modeling software, global systems architects, reverse engineering specialists, statisticians, IT investigators, eDiscovery experts, security professionals, GDRP mapping professionals, digital forensic investigators, and IT incident responders to name but a few. What this means is that Bob sees the big picture. He can connect the dots, diagnosis and spot IT problems & deficiencies before others, with perhaps deeper specific skills, are able to, if ever.
While saying all the above, one of Bob’s primary proficiency is his deep skills encompassing the eDiscovery domain including the design, implementation and optimization of the numerous workflows, software’s, metrics and processes in both the corporate and service provider environments.
Additionally, in previous positions as a former certified information systems security professional he has used his technical skill set combined with 28+ years of experience to lead investigations into multiple financial, private and non-profit institutions scrutinizing IT areas such as access controls, security, AML & KYC processes and information governance.
During the subprime crisis beginning in 2008, he led the efforts in reverse engineering the loan approval systems for two of the major banks at the heart of the crisis and subsequently assisted in the creation of the expert testimony and opinions for effectiveness of the algorithms used in the loan approval process. He followed this work by leading up the technical efforts, while working collaboratively with Nobel economists, in the construction of the econometric models and reliance materials using SAS, Stata and MATLAB statistical software packages. These models were then used in the subsequent trials that lead directly to billions of dollars in fines and punitive damages being leveled against the banks at the heart of the investigations.
Innovative Technologist with a strong background in the Data Analytics, IT Operations, Information Security, Legal Technologies and Software Development.
Education
University of Georgia
Athens, GA
1982 BBA, Management Information Systems
1984 MBA
Proven Innovator & Contributor
Information Technology
Data Center Strategic Planning
Disaster Recovery
Information Governance
Records Retention and Destruction
BI / Big Data Analytics / Data Science
Professional Services
Cyber Security
Skilled Communicator & Public Speaker
Proven ability to think outside the box and craft a solution to the problem at hand with the tools, experience and resources available.
Work Experience
Shift Cloudware
Principle
January 2017 – Present
Franklin Data
Principle Data Scientist
2015 – January 2017
TrustPoint International
Governance Innovation
2013 – 2015
Lead TPI’s client facing technology and client experience teams (Cloud, Compliance, Lit Hold , adminNOW, eDiscovery and document review) development team. Responsible for building and supporting a petabyte scale ESI/Hold/compliance/Review store geared toward the legal and fortune 1000 markets. An exceptional track record of building and scaling reliable systems using the latest hardware and software technologies. Worked closely with our product and sales team, responsible for building out intelligent data analytic (TAR 2.0) based eDiscovery solutions to help our clients better understand the massive amounts of data they have stored. As a member of senior management, influenced change at the highest levels and manages relationships with key stakeholders across multiple business verticals and functions. Strong desire and the vision to take charge, be disruptive and create a culture where out-of- the box thinking and innovation can flourish among a team of best-in-class engineers. Served as a key participant throughout the entire software development life cycle, has strong execution skills and a demonstrated history of on-time, flawless product delivery.
>Mount Paran Church
Chief Innovation Officer
2009 – 2012
Served as the Innovation Pastor of this 90 year old Mega Church ( > 12,000 members). Lead the implementation of complete rebranding and rollout of modernization of the Church. Lead the development, rollout and operation of live online church delivering live church services to satellite and home churches around the globe. Worked with large groups of stake holders to create both acceptance of change as well as embracing the future.
EarlyCASE
President
2006 – 2012
Lead the implementation of the first cloud based (on demand) earlyCASE assessment and data preservation technology for the electronic discovery industry. Included on demand cloud based forensic drive collection application. Developed as a click once application using .NET and C##. Rapid adoption and enterprise licensing of earlyCASE fueled triple digit growth each year.
Onsite3
EVP Product Development
2003 – 2006
Lead the implementation of the first mobile and cloud based end to end eDiscovery platform “DXR”. Designed and developed deal room product specifically for international collaboration in the Tyco divestiture. Overhauled internal processed and procedure as we as IT infrastructure to fuel explosive revenue growth and subsequent sale of the company to Summit Partners.
Access Insurance
Chief Information Officer
2000 – 2003
Lead the design, development and rollout of real-time policy rating (quoting) software in Georgia and California markets for high risk drivers. Designed and lead the development team of a national commercial vehicle rating system which was rolled out nationally. Modernized the IT organization, development methodologies and data center to support explosive revenue growth from $17 Million to $264 Million. Access Insurance was ranked #13 on the INC 500 fastest growing companies in 2001 and #20 on the INC 500 fastest growing companies in 2002.
Advanced Network Solutions
President
1993 – 2000
Developed lights out deployment and remote management of Virtual private networks for Retailers and Restaurant chains. Deployed over 2000 remote nodes in the second year of operation. Designed and Developed Gift Registry for Baby Superstore (Babies-R-Us). Operated the Gift Registry database and web servers and provided 7x24x365 support from our Network Operations Center in Norcross, Ga. Served as the goto organization for deployment of Cisco based VPN’s in the USA.
Acme Advanced Solutions Group
EVP Professional Services
1990 – 1993
Technical Association of the Pulp and Paper Industry
Chief Information Officer
1985 – 1990
Skills
Affiliations
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John provides expertise and expert witness services to help companies address various matters related to digital forensics and electronic discovery (eDiscovery), including leading investigations, ensuring proper preservation of evidence items and chain of custody. He develops processes, creates workflows, leads implementation projects as well as GDPR data mapping services for clients including major financial institutions, Fortune 100 companies, AmLaw 100 law firms as well as many other organizations small and large. In addition, he provides expert witness services and consulting in matters of all sizes. His work spans some of the largest litigations and matters on record in the United States and many of the 39 countries where has worked on cases.
John is a certified forensic examiner, licensed private investigator and information technology veteran. He has over two decades of experience working with the US Government and both public and private companies. He serves clients in a variety of industries and is an advisor to outside counsel, general counsel and in-house executives on best practices.
John provides business and litigation consulting services to help companies address computer & device forensics, data retention, GDPR mapping, records management, and electronic discovery, including data identification, leading investigations, properly preserving evidence items, and ensuring chain of custody.
In addition, John has extensive experience with international collections, large-scale collections distributed across diverse locations, Mac forensics, mobile forensics, social media forensics and cloud forensics.
In John’s role as a computer forensic technologist, his clients have included private companies, public companies and governmental agencies with operations in both national and international jurisdictions. As a computer forensics expert, he has testified as an expert witness in numerous state and federal courts. Additionally, he has conducted dozens of national and international computer forensic investigations on behalf of law firms, companies and governmental agencies such as the Federal Deposit Insurance Corporation (FDIC), individual Senate Oversight Committees, the U.S. Securities and Exchange Commission (SEC) and the Department of Justice (DOJ).
John is the current President of the High Technology Crimes Investigation Association Atlanta, GA Chapter, a member of the Association of Certified E-Discovery Specialists, Electronic Discovery Reference Model (EDRM), Legal Technology Professionals Institute (LTPI) and The Sedona Conference.
John has participated in The Sedona Conference Working Group 1 (Electronic Document Retention and Production) and Working Group 6 (International Electronic Information Management, Discovery and Disclosure). He also has participated in the EDRM Collection Standards and Investigations Projects and the LTPI Collection Standards group.