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Page 1: Compliance, Continuity & End User Archiving...• Global view:providing Messaging Services to 1,600 + customers • Reliable Infrastructure with three redundant Data Centers and two

The Radicati Group, Inc.

www.radicati.com

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

Page 2: Compliance, Continuity & End User Archiving...• Global view:providing Messaging Services to 1,600 + customers • Reliable Infrastructure with three redundant Data Centers and two

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

Page 3: Compliance, Continuity & End User Archiving...• Global view:providing Messaging Services to 1,600 + customers • Reliable Infrastructure with three redundant Data Centers and two

Compliance,

Continuity, and End

User Archiving

Doug Howard

Chief Strategy Officer

Page 4: Compliance, Continuity & End User Archiving...• Global view:providing Messaging Services to 1,600 + customers • Reliable Infrastructure with three redundant Data Centers and two

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

Page 5: Compliance, Continuity & End User Archiving...• Global view:providing Messaging Services to 1,600 + customers • Reliable Infrastructure with three redundant Data Centers and two

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

Page 6: Compliance, Continuity & End User Archiving...• Global view:providing Messaging Services to 1,600 + customers • Reliable Infrastructure with three redundant Data Centers and two

Comprehensive eMessaging Solutions

Page 7: Compliance, Continuity & End User Archiving...• Global view:providing Messaging Services to 1,600 + customers • Reliable Infrastructure with three redundant Data Centers and two

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

Page 8: Compliance, Continuity & End User Archiving...• Global view:providing Messaging Services to 1,600 + customers • Reliable Infrastructure with three redundant Data Centers and two

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

Page 9: Compliance, Continuity & End User Archiving...• Global view:providing Messaging Services to 1,600 + customers • Reliable Infrastructure with three redundant Data Centers and two

Industry Overview

Page 10: Compliance, Continuity & End User Archiving...• Global view:providing Messaging Services to 1,600 + customers • Reliable Infrastructure with three redundant Data Centers and two

Electronically Stored and Exchanged Information

(ESEI) Has Changed the World

ESEI in

2002

ESEI in

2006

Page 11: Compliance, Continuity & End User Archiving...• Global view:providing Messaging Services to 1,600 + customers • Reliable Infrastructure with three redundant Data Centers and two

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

Page 12: Compliance, Continuity & End User Archiving...• Global view:providing Messaging Services to 1,600 + customers • Reliable Infrastructure with three redundant Data Centers and two

Regulatory Requirements

Page 13: Compliance, Continuity & End User Archiving...• Global view:providing Messaging Services to 1,600 + customers • Reliable Infrastructure with three redundant Data Centers and two

Regulatory Requirements

Page 14: Compliance, Continuity & End User Archiving...• Global view:providing Messaging Services to 1,600 + customers • Reliable Infrastructure with three redundant Data Centers and two

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

Page 15: Compliance, Continuity & End User Archiving...• Global view:providing Messaging Services to 1,600 + customers • Reliable Infrastructure with three redundant Data Centers and two

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

Page 16: Compliance, Continuity & End User Archiving...• Global view:providing Messaging Services to 1,600 + customers • Reliable Infrastructure with three redundant Data Centers and two

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

Page 17: Compliance, Continuity & End User Archiving...• Global view:providing Messaging Services to 1,600 + customers • Reliable Infrastructure with three redundant Data Centers and two
Page 18: Compliance, Continuity & End User Archiving...• Global view:providing Messaging Services to 1,600 + customers • Reliable Infrastructure with three redundant Data Centers and two
Page 19: Compliance, Continuity & End User Archiving...• Global view:providing Messaging Services to 1,600 + customers • Reliable Infrastructure with three redundant Data Centers and two

Backups vs. Archiving

Page 20: Compliance, Continuity & End User Archiving...• Global view:providing Messaging Services to 1,600 + customers • Reliable Infrastructure with three redundant Data Centers and two

Backups vs. Archiving

Page 21: Compliance, Continuity & End User Archiving...• Global view:providing Messaging Services to 1,600 + customers • Reliable Infrastructure with three redundant Data Centers and two

Archiving Advantages

Backups are “raw” content

with no

indexing

Page 22: Compliance, Continuity & End User Archiving...• Global view:providing Messaging Services to 1,600 + customers • Reliable Infrastructure with three redundant Data Centers and two

Archiving Advantages

Integrity of backup tapes

aren’t

guaranteed

Page 23: Compliance, Continuity & End User Archiving...• Global view:providing Messaging Services to 1,600 + customers • Reliable Infrastructure with three redundant Data Centers and two

Archiving Advantages

Information

generated/deleted

between backups

will not be

captured

Page 24: Compliance, Continuity & End User Archiving...• Global view:providing Messaging Services to 1,600 + customers • Reliable Infrastructure with three redundant Data Centers and two

Archiving Advantages

Backups rarely include

cross-enterprise and

collaboration

messages

Page 25: Compliance, Continuity & End User Archiving...• Global view:providing Messaging Services to 1,600 + customers • Reliable Infrastructure with three redundant Data Centers and two

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

Page 26: Compliance, Continuity & End User Archiving...• Global view:providing Messaging Services to 1,600 + customers • Reliable Infrastructure with three redundant Data Centers and two

Doug HowardChief Strategy [email protected]

Page 27: Compliance, Continuity & End User Archiving...• Global view:providing Messaging Services to 1,600 + customers • Reliable Infrastructure with three redundant Data Centers and two

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