compliance, continuity & end user archiving...• global view:providing messaging services to...

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The Radicati Group, Inc. Copyright © July 2009, Reproduction Prohibited 1

Compliance, Continuity & End User Archiving

A Radicati Group, Inc. Webconference

9:30 am, PDT

July 30, 2009

The Radicati Group, Inc.

www.radicati.com

The Radicati Group, Inc. Copyright © July 2009, Reproduction Prohibited 2

Speakers & Agenda

Speakers:

Doug Howard, Chief Strategy Officer, Perimeter eSecurity and President, USA.NET

Eric Trevore, Sr. Manager of Technical Services, The Cheesecake Factory, Inc. (USA.NET customer)

Agenda:

Presentation from USA.NET

Speaker Panel Discussion – moderated by Sara Radicati

Audience Q & A session

Compliance,

Continuity, and End

User Archiving

Doug Howard

Chief Strategy Officer

Agenda• Who is USA.NET

• Archiving Industry Review

– What are the adoption drivers

– What are the offerings in the marketplace

• Archiving Product and Service Review

– Archive features

• Case Study: The Cheesecake Factory

THE GLOBAL LEADER IN INTEGRATED MESSAGING AND

COLLABORATION SERVICES.

Who is ?

• Leading Provider as recognized by analysts and customers

• Global view: providing Messaging Services to 1,600 + customers

• Reliable Infrastructure with three redundant Data Centers and two

Operations Centers in the U.S.

• Proven Experts with an 11 year proven track record protecting

major, high-value networks across the world

• Authority on Messaging and Collaboration Solutions- Industry leading Messaging and Collaboration Services Provider

- Enhancing hosted Messaging and Collaboration Services with

Security, Improved Business Continuity, and Compliance

Comprehensive eMessaging Solutions

a proven provider

• Leader in Messaging and Collaboration Solutions

– Over 1,600 messaging clients with over 1.2M active seats

– Great horizontal penetration with largest market share in hosted Exchange

– Top ranked Hosted Business Email (Commercial Messaging Service &

Exchange)

• Dominant player in the Financial Services Market

– Over 2,000 Financial Institutes (primarily in Banks, Credit Unions, Brokerage)

– Over 12% market share in the Banking/Credit Union industry

– FFIEC Reviewed

– Over 30 Industry Leading Partners

– Core Providers, Bankers Banks, Consultants, Integrators, Associations

• Strong Channel Program

– National distribution partnerships with Tech Data, Synnex and HP

– Strong VAR and Telecom program

Deployment Customer Satisfaction

93.4%

95.3%94.5%

97.8% 97.6% 97.8%

96.7% 96.5% 96.3%

98.9% 98.3%

100.0%

90.0%

92.0%

94.0%

96.0%

98.0%

100.0%

102.0%

Q1 08 Q2 08 Q3 08 Q4 08 Q1 09 Q2 09

Deployment Client Satisfaction

Deployment Experience Overall Recommendation

• Deployment/provisioning integrated corporate-wide• Automated survey system is supplemented with outbound calls to all customers following a completion of deployment

Customer Satisfaction97% Overall Customer Satisfaction from Service Teams97% Overall Deployment/Provisioning Satisfaction97% Recommendation 95% Time to Resolve Sat Level

Other Operating Metrics90% of inbound calls answered within 1 minute95% of inbound calls answered within 2 minutes

Industry Overview

Electronically Stored and Exchanged Information

(ESEI) Has Changed the World

ESEI in

2002

ESEI in

2006

Adoption Drivers• Compliance

– Ability to have a non-modifiable archive of messages

– Ability to support multiple Electronic Message formats (email,

IM, etc)

– Solutions oriented around particular compliance requirements

• SOX, GLBA, FFIEC, SEC, HIPAA

• Federal Requirements for Civil Procedures (FRCP)

• Risk Reduction

– Cost predictability and control

– Adapts with Compliance and Technology changes

– Improved access to information and eDiscovery capabilities

– Ability to continue business under the worse situation

• Continuity

– Ability to continue business under the worse situation

• Corporate level

• User level

Regulatory Requirements

Regulatory Requirements

FRCP

• The Federal Rules of Civil Procedures govern civil lawsuits in the U.S.

• New amendments for Electronically Stored and Exchanged Information (ESEI) were added for discovery

• ESI has unique qualities over paper/traditional information– Higher Volume

– Dynamic

– Only comprehensible in the system it was created or maintained

– May require metadata (data that describes data) to make sense

FRCP – “Reasonably Accessible”

• There are currently no clear standards for

“reasonably accessible”.

– Legal Test cases:

• In one case it was deemed “reasonably accessible” for

email reproduction at a cost of $37,500

• In another case Production that would cost $80,000

was deemed “not reasonably accessible”

• Its relative to your peers

An Organization’s Archive Policy

• Archiving procedures should be followed as written

in the organizations archiving policy

• Understand what your peers are doing

• In other words…most of the time no regulation is

dictating the type of ESEI to archive or length to

store; but whatever is defined by the company must

be adhered to

Backups vs. Archiving

Backups vs. Archiving

Archiving Advantages

Backups are “raw” content

with no

indexing

Archiving Advantages

Integrity of backup tapes

aren’t

guaranteed

Archiving Advantages

Information

generated/deleted

between backups

will not be

captured

Archiving Advantages

Backups rarely include

cross-enterprise and

collaboration

messages

Case Study

• Based in Calabasas Hills, CA;

created the upscale casual dining

segment in 1978.

• 150 restaurants nation-wide

• 60 varieties of cheesecakes

• Bakeries in Calabasas Hills, CA

and Rocky Mount, NC

• 13 Grand Lux Cafes

• 1100+ USA.NET hosted email

boxes, archiving & other services

National Cheesecake Day – July 30th, 2009

NASDAQ: CAKE

Doug HowardChief Strategy Officerdoug.howard.@corpx.usa.net

The Radicati Group, Inc.

www.radicati.com

Thank You!

Recent Reports published by The Radicati Group:

Email Security Market, 2009 - 2013

On-Premises Corporate Unified Communications Market, 2009-2013

Hosted Email Market, 2009-2013

You can view all our reports at www.radicati.com

The Radicati Group, Inc. Copyright © July 2009, Reproduction Prohibited 1