Ferris Research is close to completion of a white paper and webcast on how long electronic material should be kept until it’s deleted. The project will generate significant interest:

• This is the first time the overall electronic retention landscape has been presented. Other work on electronic retention limits itself, narrowly, to email
• It provides very valuable advice on how to decide and implement retention policy. Actionable advice isn’t available elsewhere
• It provides a clear vision of how electronic retention will be done in ten years time. They are invaluable for IT strategic planning

The table of contents and executive summary can be seen here. The final white paper will be published on September 29, on the same day that we’ll hold the webcast.

An inexpensive sponsorship program, starting at $2,495, is available to vendors: see here for details. This is a great marketing opportunity:

• Electronic retention is a complex and hot topic, confusion abounds
• The content of the paper and webcast are important
• The content of the paper and webcast help your prospects decide what to do about retention. That speeds sales, and deployment, and thus revenues
• The paper and webcast will be widely disseminated and discussed, because of their importance. You will want to have your name and logo on it. You won’t want to have your competitors’ names and logos there and be missed out
• Sponsor PR staff will be promoting the white paper and webcast heavily. The material is a good opportunity for you to be seen as a thought leader
• The material can be used for lead generation programs

For further information, or a copy of the full draft white paper, contact David Ferris at +1 415 367 3436, or david.ferris@ferris.com.

On April 15, 2009, Microsoft announced that Exchange 2010 will have built-in support for archiving. Though Microsoft has been slow to reveal details about the new offering, its announcement is shaking the archiving market and the adjacent markets for e-discovery and compliance.

Customers are considering whether to adopt Microsoft’s solution and, if appropriate, whether to migrate away from currently deployed solutions. They are deferring purchases of archiving solutions until Microsoft clarifies its offering. And archiving, e-discovery, and compliance vendors are reevaluating their technology and sales messages.

In this webcast and its companion white paper, David Ferris cuts through the confusion about Exchange 2010 and explains what the product’s archiving features do, what they don’t do, and why there will continue to be a healthy market for third party archiving solutions. The event ends with a Q&A session.

Webcast 827.

Sponsors

Who Should Attend This Webcast
This event is suitable for Exchange administrators and IT technology planners in organizations with at least 500 mailboxes, and for resellers and systems integrators looking to advise their customers on their archiving decisions.

How to Download the White Paper
The white paper is available on the Ferris Web site. Copies are also available from sponsors.

Sponsorship Opportunities
A sponsorship program is available to vendors of archiving, e-discovery, and compliance technology. It helps increase awareness of their offerings, and positions their offerings vis a vis Exchange 2010 archiving. For more information on sponsoring, click here.

Report 824. 24 pages.

Table of Contents
Executive Summary
About AXS-One
Technology Summary
Company History
Strengths
Challenges
Revenue, Profit, and Loss History
Archiving Revenue, Profit, and Loss History
About Unify
Company History
Revenue, Profit, and Loss History
The Transaction
Terms of the Deal
Acquisition Process and Chronology
Comparable Transactions
AXS-One Stockholders’ Perspective
ROI for Stockholders
When Was the Optimal Time to Sell?
Results of the Deal for Unify
Benefits for Unify
Challenges for Unify
Orphan Technology
Implications and Recommendations
For AXS-One’s Customers
For AXS-One’s Competitors
For Unify’s Customers
For Unify’s Competitors
For Unify’s Stockholders
Additional Information
How Might a Unify Advocate Disagree?
Custom Interpretation
Sources of Information
Got Additional Information?

In September 2004, Veritas Software purchased KVS for its email archiving product, Enterprise Vault. Veritas merged with Symantec, and thus the product is now Symantec’s Enterprise Vault, the market-leading archiving software.

In this webcast, we discuss the Veritas/KVS acquisition with:

• Nigel Dutt, KVS’s co-founder and Chief Technology Officer
• Mike Hedger, former CEO of KVS
• J.R. Ahn, former Senior Director, Veritas

Topics include:

• KVS’s history
• KVS’s motivations for being acquired
• Veritas’ motivations for the acquisition
• How the negotiations took place
• Terms of the transaction
• What went well
• What was more difficult than anticipated
• Lessons learned

Webcast 822.

Speakers

• Nigel Dutt, KVS’s co-founder and Chief Technology Officer. Nigel has more than 35 years of experience in software engineering, design, and technical leadership with a variety of computer manufacturers. Before starting KVS in 1999, he worked for 15 years at Digital Corporation (later Compaq) in the Enterprise Software Products Group. As a consulting engineer and the group’s technical director, Nigel had overall responsibility for the technical strategy and architecture of the company’s office and email products. He retired from full-time work
  in 2005.
• Mike Hedger, CEO of KVS from just after its inception in December 1999 to its acquisition by Veritas in September 2004. Mike has been active in both publicly traded and investor-backed IT companies for 30 years. Before KVS, he was Executive Vice President of Forte, based in California. His early background was in hardware and software sales with IBM, Wang, Ingres, and Oracle. He is currently a successful chairman who has helped grow several other software companies.
• J.R. Ahn, Senior Director, Veritas. Currently Vice President of Corporate Development at NetApp, J.R. previously held executive management roles at Veritas and managed the integration planning activities related to Symantec-Veritas merger. He has 15 years of experience in business strategy, operations, mergers and acquisitions, and post-merger integration. Before Veritas, he handled due diligence and post-acquisition integration efforts for Amazon.com’s Corporate Development group and held various consulting/advisory, business development, and finance/accounting positions at firms such as Ernst & Young and Smith Barney.
• David Ferris, Senior Analyst, Ferris Research. A technology analyst since 1991, David got into computer science research at Stanford University while working on a Ph.D. in philosophy. He wrote the first syndicated column in the computer industry and has since written hundreds of articles and bulletins and co-authored three books. Initially focusing on messaging technologies, David recently expanded his areas of knowledge to include compliance, archiving, content control, e-discovery, and data leak protection. He is frequently quoted in the technology and business press.
• Mike Stackpoole, Financing and M&A Analyst, Ferris Research. Mike has been involved in business sales and acquisitions for over 20 years. He assists companies making an acquisition or sale, beginning with initial strategic considerations, identifying potential purchasers or buy targets, and helping throughout the ensuing process, including negotiations, due diligence, and legal aspects. Mike is a U.K. Chartered Accountant (CPA equivalent). After business school he worked with KPMG and PWC. For the past 15 years, he has been a partner in a boutique corporate finance advisor firm.

Who Should Attend?

This event is suitable for:

• Vendor management and business development staff
• Venture, angel, and institutional investors
• IT professionals interested in emerging technology
• Vendor product managers interested in emerging technology

On April 16, 2009, application solutions vendor Unify announced it would acquire records management and archiving company AXS-One in an all-stock deal. AXS-One has strong technology but had become very financially stressed.

In this webcast, we discuss the merger with Unify’s CEO, Todd Wille. Topics include:

• AXS-One’s business and technology
• Unify’s business and technology
• Financial summary of both companies
• Nature of the synergism
• Terms of the deal
• The challenges to a successful outcome

Webcast 819.

Speakers

• David Ferris, Senior Analyst, Ferris Research. A technology analyst since 1991, David got into computer science research at Stanford University while working on a Ph.D. in philosophy. He wrote the first syndicated column in the computer industry and has since written hundreds of articles and bulletins and co-authored three books. Initially focusing on messaging technologies, David recently expanded his areas of knowledge to include compliance, archiving, content control, e-discovery, and data leak protection. He is frequently quoted in the technology and business press.
• Mike Stackpoole, Financing and M&A Analyst, Ferris Research. Mike has been involved in business sales and acquisitions for over 20 years. He assists companies making an acquisition or sale, beginning with initial strategic considerations, identifying potential purchasers or buy targets, and helping throughout the ensuing process, including negotiations, due diligence, and legal aspects. Mike is a U.K. Chartered Accountant (CPA equivalent). After business school he worked with KPMG and PWC. For the past 15 years, he has been a partner in a boutique corporate finance advisor firm.
• Todd Wille, President and CEO, Unify. Todd has led Unify since 2000. Under his leadership, the company completed a successful turnaround, achieving three acquisitions and seven straight quarters of revenue growth and profitability. In recognition of this accomplishment, in June 2008 Todd was named Best Turnaround Executive in America by the American Business Awards. Prior to Unify, Todd served as CFO and subsequently SVP of Operations for FRx Software, a provider of financial analytics applications that was acquired by Microsoft in 2001.

Who Should Attend?

This event is suitable for:

• Vendor management and business development staff
• Venture, angel, and institutional investors
• IT professionals interested in emerging technology
• Vendor product managers interested in emerging technology

On April 16, 2009, application solutions vendor Unify announced it would acquire records management and archiving company AXS-One in an all-stock deal. AXS-One has strong technology but had become very financially stressed.

In this webcast, we discuss the merger with Unify’s CEO, Todd Wille. Topics include:

• AXS-One’s business and technology
• Unify’s business and technology
• Financial summary of both companies
• Nature of the synergism
• Terms of the deal
• The challenges to a successful outcome

Webcast 819.

Speakers

• David Ferris, Senior Analyst, Ferris Research. A technology analyst since 1991, David got into computer science research at Stanford University while working on a Ph.D. in philosophy. He wrote the first syndicated column in the computer industry and has since written hundreds of articles and bulletins and co-authored three books. Initially focusing on messaging technologies, David recently expanded his areas of knowledge to include compliance, archiving, content control, e-discovery, and data leak protection. He is frequently quoted in the technology and business press.
• Mike Stackpoole, Financing and M&A Analyst, Ferris Research. Mike has been involved in business sales and acquisitions for over 20 years. He assists companies making an acquisition or sale, beginning with initial strategic considerations, identifying potential purchasers or buy targets, and helping throughout the ensuing process, including negotiations, due diligence, and legal aspects. Mike is a U.K. Chartered Accountant (CPA equivalent). After business school he worked with KPMG and PWC. For the past 15 years, he has been a partner in a boutique corporate finance advisor firm.
• Todd Wille, President and CEO, Unify. Todd has led Unify since 2000. Under his leadership, the company completed a successful turnaround, achieving three acquisitions and seven straight quarters of revenue growth and profitability. In recognition of this accomplishment, in June 2008 Todd was named Best Turnaround Executive in America by the American Business Awards. Prior to Unify, Todd served as CFO and subsequently SVP of Operations for FRx Software, a provider of financial analytics applications that was acquired by Microsoft in 2001.

Who Should Attend?

This event is suitable for:

• Vendor management and business development staff
• Venture, angel, and institutional investors
• IT professionals interested in emerging technology
• Vendor product managers interested in emerging technology

How to Attend

To register for this webcast, click here. There is no charge to attend.

The severe global recession has made it difficult for emerging companies to raise money. The number of fundings is roughly half its normal rate, and valuations are similarly reduced.

In this webcast, we speak with Marc Olson of Nayatek and Tal Golan of Sendio, two messaging companies that recently completed a funding round. Topics include:

• The company’s products or services, strong points
• How the money was raised
• The main investor concerns
• Use of the funds
• Advice on fund-raising do’s and don’ts

The speakers also discuss their experiences and views with moderators David Ferris and Mike Stackpoole.

Webcast 817.

Speakers

• David Ferris, Senior Analyst, Ferris Research. A technology analyst since 1991, David got into computer science research at Stanford University while working on a Ph.D. in philosophy. He wrote the first syndicated column in the computer industry and has since written hundreds of articles and bulletins and co-authored three books. Initially focusing on messaging technologies, David recently expanded his areas of knowledge to include compliance, archiving, content control, e-discovery, and data leak protection. He is frequently quoted in the technology and business press.
• Mike Stackpoole, Financing and M&A Analyst, Ferris Research. Mike has been involved in business sales and acquisitions for over 20 years. He assists companies making an acquisition or sale, beginning with initial strategic considerations, identifying potential purchasers or buy targets, and helping throughout the ensuing process, including negotiations, due diligence, and legal aspects. Mike is a U.K. Chartered Accountant (CPA equivalent). After business school he worked with KPMG and PWC. For the past 15 years, he has been a partner in a boutique corporate finance advisor firm.
• Marc A. Olson, chairman and CEO, Nayatek. Marc has been active in the computer industry for more than two decades, with experience in security and compliance software and technologies, operations management, and other vital aspects of business relationships across international corporate cultures. Before Nayatek, Marc was the president of Europe, Middle East, and Africa and Asia Pacific for Sybari Software. He grew Sybari’s international business from $0 to $50 million, accounting for more than 65% of the company’s global annual revenue. Previously, Marc held key positions at Network Associates, Johnson Controls, and Siemens Business Systems. He holds a B.S from Elon University.
• Tal Golan, president and CTO, Sendio. Tal is the e-mail security expert and technology visionary driving Sendio’s product offerings and overseeing engineering, product management, and technical development. He entered the high-tech industry working for the Multimedia and Digital Video Laboratory at Pixel Multimedia in Tel Aviv. Before founding Sendio, Tal founded OpticNerve, a software development and consulting firm for enterprise-level Internet applications. He is an expert in SMTP, Java, Linux, SQL, cryptography, and PHP. Tal has a bachelor’s degree in philosophy from Brandeis University.

Who Should Attend?

This event is suitable for:

• Vendor management and business development staff
• Venture, angel, and institutional investors
• IT professionals interested in emerging technology
• Vendor product managers interested in emerging technology

David Ferris, Richi Jennings, and other Ferris Research analysts gaze into their crystal balls and present their predictions for 2009, focusing on the worlds of messaging and collaboration, content control, archiving, compliance, e-discovery, and data leak prevention.

Among other fascinating insights, you will learn why:

• Babies born in 2009 will be immortal.
• Spam will get better in 2009 yet also get worse.
• Software as a Service (SaaS) will break through in 2009, but not for all types of customers.
• Microsoft is well placed to capitalize on 2009′s challenges but is also being overly optimistic.
• Notes/Domino is not about to disappear.
• Someone will lose out in the mobile phone platform war.
• Organizations will become less compliant with some regulations.

Participants also have an opportunity to ask questions.

Webcast 809.

Speakers

• David Ferris, Senior Analyst, Ferris Research. A technology analyst since 1991, David got into computer science research at Stanford University while working on a Ph.D. in philosophy. He wrote the first syndicated column in the computer industry and has since written hundreds of articles and bulletins and co-authored three books. Initially focusing on messaging technologies, David recently expanded his areas of knowledge to include compliance, archiving, content control, e-discovery, and data leak protection. He is frequently quoted in the technology and business press.
• Richi Jennings, analyst, Ferris Research. The practice leader for spam and boundary services, Richi has been involved with messaging and collaboration technologies since 1985. His main areas of focus are Linux, security, spam, viruses and other malware, large-scale enterprise deployments, TCO, and wireless.

Who Is This Webcast Suitable For?

This webcast is suitable for IT planners, vendor management staff, and investors.

Many organizations are interested in moving away from a world of separate systems for email, instant messaging, telephony, etc. Their vision is of integrated, or unified, communications technologies. The most-discussed unified communications offering is from Microsoft; here the major product components are Exchange, Outlook, Active Directory, Office Communications Server, and the Office Communicator client. These work alongside a third-party phone switch or PBX (a private branch exchange).

In this webcast, Ferris Research analyst Richi Jennings and Unison Technologies CMO Rurik Bradbury discuss the total cost of ownership (TCO) of Microsoft’s approach to unified communications. You learn how to model and estimate unified communications costs in your own environment. The event concludes with a Q&A session.

Webcast 794.

Important Questions Addressed by This Webcast Include:

• What is unified communications?
• How do you calculate the TCO of Microsoft-based unified communications?
• What are the main cost components?
• How can you reduce the cost of Microsoft-based unified communications?
• How do these costs differ from the costs of other, competing technologies?

Speakers

• Richi Jennings, analyst, Ferris Research. The practice leader for spam and boundary services, Richi has been involved with messaging and collaboration technologies since 1985. His main areas of focus are Linux, security, spam, viruses and other malware, large-scale enterprise deployments, TCO, and wireless.
• Rurik Bradbury, CMO, Unison Technologies. Rurik heads the marketing team at Unison Technologies, a leader in unified communications software. Before that, he was Vice President of Marketing at Intermedia, the world’s largest Microsoft Exchange hosting provider.

Who Is This Webcast Suitable For?

This webcast is suitable for IT planners, vendor management staff, and investors.

You can provide email archiving through a hosted service (or SaaS) or by means of an on-premise solution. On-premise solutions are either an appliance or software installed on standard computing equipment.

In this webcast, Ferris senior analyst David Ferris and Mimecast’s Senior Vice President and General Manager, Mary Kay Roberto, discuss the strengths and challenges of hosted and on-premise approaches. Mary Kay and David Goldberg, Mimecast’s Director of Sales Engineering, also briefly explain their company’s SaaS offering. The event concludes with a Q&A period.

Webcast 797.

Important Questions Addressed by This Webcast Include:

• What are the leading on-premise solutions? What are the leading SaaS solutions?
• What are the strengths and challenges for on-premise solutions? For SaaS solutions?
• What are your organization’s special requirements for email archiving?
• What does Mimecast’s SaaS archiving do, and how does it work?
• What’s interesting about Mimecast’s SaaS archiving?

Speakers

• David Ferris, Senior Analyst, Ferris Research. A technology analyst since 1991, David got into computer science research at Stanford University while working on a Ph.D. in philosophy. He wrote the first syndicated column in the computer industry and has since written hundreds of articles and bulletins and co-authored three books. Initially focusing on messaging technologies, David recently expanded his areas of knowledge to include compliance, archiving, content control, e-discovery, and data leak protection. He is frequently quoted in the technology and business press.
• Mary Kay Roberto, Senior Vice President and General Manager, Mimecast. Mary Kay has been in the software industry for over 17 years, focusing primarily on archiving and electronic discovery. For five years, she was General Manager of KVS, building the North American presence for the U.K.-based company from U.S. inception through acquisition by Veritas/Symantec. After that, Mary Kay was Vice President of Sales at MetaLINCS, where she established and built the initial customer base.
• David Goldberg, Director of Sales Engineering, Mimecast. David brings 13 years of product development and business leadership to Mimecast. He is an experienced software architect of Web and business intelligence applications and has worked within sales teams, which gives him a unique perspective on using technology to solve real-world problems. Before joining Mimecast, he worked for messaging vendor Open-Xchange, helping grow its U.S. SaaS business. David is a graduate of Vanderbilt University, where he studied computer science and mathematics.

Who Is This Webcast Suitable For?

This webcast is suitable for IT planners, vendor management staff, and investors.

On Wednesday, Oct 8, 2008, Symantec announced it will acquire MessageLabs.

This webcast discusses key aspects of the acquisition, including:

• Benefits for Symantec
• Price paid, price/sales revenues, and similar key valuation considerations
• Comparable transactions
• How the sale took place
• Implications for MessageLabs customers and competitors, and Symantec’s customers and competitors
• Possible negatives/concerns about the acquisition

Much of the information we discuss is not publicly announced and is presented on a preliminary basis. Ferris Research will publish a formal report on the merger within two weeks, when we have gathered definitive information.

Webcast 802.

Who Should Attend?

This event is suitable for:

• Vendor management and business development staff
• Venture, angel, and institutional investors
• Symantec and MessageLabs customers and competitors

Got Useful Information?

If you have useful information about this deal–key stats, how the deal took place, MessageLabs’ revenues and profitability, and so on–any relevant gossip–please contact David Ferris at +1 415 367 3436, or david.ferris@ferris.com. All sources will be kept confidential unless you tell us it is okay to mention you as a source. In return, we will provide you with useful information.

In this recurring event, David Ferris introduces three new or newish vendors that he finds interesting or innovative in the overlapping fields of messaging, compliance, e-discovery, and content control. Each vendor’s speaker briefly describes the company’s business; then David and the speaker discuss the business and its industry context.

The vendors and their products are:

• Clearswift’s IMAGEmanager, for image detection within email
• Isode’s M-Box Gateway, a POP-to-IMAP email gateway that gives end users IMAP (push) access to POP email accounts
• Keibi Technologies’ platform for analyzing and categorizing user generated content (UGC)

A Q&A session follows.

Webcast 786.

Important Questions Addressed by This Webcast Include:

• What’s innovative about these vendors?
• What emerging market needs do they serve?
• What are the main challenges facing each vendor?
• What key trends does the technology illustrate?
• What industry implications can be drawn from each vendor’s role?

Speakers

• David Ferris, Senior Analyst, Ferris Research. A technology analyst since 1991, David got into computer science research at Stanford University while working on a Ph.D. in philosophy. He wrote the first syndicated column in the computer industry and has since written hundreds of articles and bulletins and co-authored three books. Initially focusing on messaging technologies, David recently expanded his areas of knowledge to include compliance, archiving, content control, e-discovery, and data leak protection. He is frequently quoted in the technology and business press.
• Alyn Hockey, Director of Product Management, Clearswift. Alyn has over 17 years of experience in systems management, technical support management, and product R&D. At Clearswift, he heads a team that brings to market new technology solutions for managing and securing electronic communications on Windows/Unix platforms. He is also the product evangelist for Clearswift MIMEsweeper products and ran ThreatLab, which investigates content security threats and advises customers on how to deal with them. Before Clearswift, Alyn worked for Integralis, EDS, and Mercury Communications.
• Mark Timberlake, Business Development Manager, Isode Ltd. Mark has more than 10 years of experience in the messaging industry. Before Isode, he worked for MessagingDirect and Critical Path. Mark received a degree in computer science engineering from Warwick University in the U.K.
• Paul Remer, CEO, Keibi Technologies. Paul is an entrepreneurial executive with over 25 years of experience in management and international business development. Before joining Keibi, Paul worked at teen social network Piczo, where he became immersed in the UGC phenomenon and became familiar with the needs of participants in the social media ecosystem. Previously, Paul was a founder and CEO of Siterra, a SaaS-model enterprise software company offering asset lifecycle solutions. A graduate of The University of Santa Clara Law School, Paul retains his membership in the California Bar.

Who Is This Webcast Suitable For?

This webcast is suitable for IT planners, vendor management staff, and investors.

Microsoft Exchange is the dominant messaging and collaboration server for in-house organizational use. However, some organizations are seeking alternatives to Exchange — perhaps because they are cost-sensitive, have a Linux strategy, or need to deploy larger mailboxes.

In this webinar, Ferris analyst Richi Jennings and Sina Miri of PostPath map the landscape for Exchange alternatives. Sina also discusses how PostPath can help. The webinar concludes with a Q&A period.

Webinar 778.

Important Questions Addressed by This Webinar Include:

• What are the most important problems/frustrations for Exchange users?
• What types of alternative are there to Exchange?
• What are the challenges associated with moving away from Exchange?
• What are the main ways Exchange alternatives mitigate the problems of Exchange?
• What are the main cost components of Exchange?
• How can Exchange alternatives reduce cost?
• How can Exchange alternatives reduce the support efforts?

Speakers

• Richi Jennings, Analyst, Ferris Research. The practice leader for spam and boundary services, Richi has been involved with messaging and collaboration technologies since 1985. His main areas of focus are Linux, security, spam, viruses and other malware, large-scale enterprise deployments, TCO, and wireless.
• Sina Miri, Director of Product Management and Marketing, PostPath. Sina has 13 years of experience in Silicon Valley. He has held various positions, including hands-on technical and product management roles, at Cisco Systems, Cypress Semiconductor, Synopsis, Bytemobile, Atempo, and PostPath.

Who Is This Webinar Suitable For?

This webinar is suitable for CIOs, IT support staff, and vendor product management staff.

In-house and external legal teams understand that IT now has an important role in e-discovery, but the details of the role are often unclear. In this webinar, Ferris analyst David Ferris and Fritz Mueller of MetaLINCS discuss IT’s role and how general counsel can optimize its relationship with IT.

Topics discussed include:

• Responsibilities to be assumed by IT in e-discovery
• The most difficult problems that arise when IT and general counsel work together
• How best to explain GC’s role to IT staff
• Best practices for productive IT/general counsel collaboration
• The biggest headaches for IT in its e-discovery role

The panel also includes Conrad Jacoby, founder of efficientEDD, a consultancy specializing in e-discovery and litigation information management issues, and MetaLINCS CTO Chuck Williams. The webinar concludes with a Q&A period.

Webinar 767.

Important Questions Addressed by This Webinar Include:

• What should IT’s role be in e-discovery?
• How do you ensure that IT has the right expectations with respect to general counsel’s role?
• How do you ensure that IT and general counsel work together productively?

Speakers

• David Ferris, Senior Analyst, Ferris Research. A technology analyst since 1991, David got into computer science research at Stanford University while working on a Ph.D. in philosophy. He wrote the first syndicated column in the computer industry and has since written hundreds of articles and bulletins and co-authored three books. Initially focusing on messaging technologies, David recently expanded his areas of knowledge to include compliance, archiving, content control, e-discovery, and data leak protection. He is frequently quoted in the technology and business press.
• Fritz Mueller, Senior Director of Product Management, MetaLINCS, a Seagate company. Fritz has more than 20 years of product management and engineering experience in the computer industry and has helped define MetaLINCS’ pioneering use of analytics in e-discovery. Previously, he was the Senior Director of Product Management for Keynote Systems, where he helped create the first suite of Web site analysis services leading to an IPO. He also held marketing positions in early-stage startups NetManage and Telebit.
• Chuck Williams, Chief Technology Officer, MetaLINCS. Before joining MetaLINCS, Chuck was president of InQuira, a market and technology leader in the natural language search and self-service space. Prior to that, he was the founder and CEO of Brightware, where he created the first e-CRM packaged offering, pioneered Web self-service, and led the company to the forefront of the email customer service market. He also founded Inference, where he created the first commercial artificial intelligence products and brought the first customer service problem resolution application to market. He received a B.S. in computer science from the University of Southern California and an M.S. in information and computer science from the University of California, Irvine.
• Conrad Jacoby, founder of efficientEDD, a consultancy specializing in e-discovery and litigation information management issues. A seasoned litigator as well as a technology consultant, Conrad writes and speaks extensively on e-discovery issues. He is a long-standing member of the Sedona Conference Working Group on Electronic Document Retention and Production and co-chairs the District of Columbia Bar’s Law Practice Management Section. He received his undergraduate degree from Yale University and his law degree from the Georgetown University Law Center. He can be reached at conrad@efficientEDD.com.

Who Is This Webinar Suitable For?

This webinar is suitable for general counsel, IT support staff, and vendor product management staff.

Litigation today requires that substantial amounts of electronic information be exchanged between the parties. Early on, the litigants must get together for a Meet and Confer session. There, they decide what electronic information will be exchanged between the parties, and according to what schedule.

It is important to be well prepared for the Meet and Confer session. In this webinar, Ferris analyst David Ferris and Mark Reichenbach of MetaLINCS examine what to do to be prepared. Fritz Mueller also discusses how MetaLINCS’ e-discovery software can help. The webinar concludes with a Q&A period.

Webinar 775.

Important Questions Addressed by This Webinar Include:

• What should be in the systems map?
• What type of information is likely to be considered excessively burdensome to produce?
• What questions should you ask to find out about relevant information?
• How can you reduce the costs of production?
• How are the Federal Rules of Civil Procedure likely to vary at the local level?

Speakers

• David Ferris, Senior Analyst, Ferris Research. A technology analyst since 1991, David got into computer science research at Stanford University while working on a Ph.D. in philosophy. He wrote the first syndicated column in the computer industry and has since written hundreds of articles and bulletins and co-authored three books. Initially focusing on messaging technologies, David recently expanded his areas of knowledge to include compliance, archiving, content control, e-discovery, and data leak protection. He is frequently quoted in the technology and business press.
• Mark Reichenbach, Vice President of Client and Industry Development, MetaLINCS, a Seagate company. A pioneer in the world of electronic document discovery, Mark most recently served as the Director of Merrill Lynch’s discovery and regulatory response team. He also led the organization’s legal hold and collection initiatives and was accountable for preparing its legal resources for “meet and confers” and Rule 30(b)(6) depositions. Before Merrill Lynch, Mark spent a decade delivering litigation support on electronic evidence matters to leading law firms. He has been a member of the Sedona Conference Working Group on Electronic Document Retention and Production since 2002, a faculty member for The Sedona Institute CLE programs, and a member of the Georgetown Law Center’s E-Discovery Advisory Board.
• Fritz Mueller, Senior Director of Product Management, MetaLINCS, a Seagate company. Fritz has more than 20 years of product management and engineering experience in the computer industry and has helped define MetaLINCS’ pioneering use of analytics in e-discovery. Previously, he was the Senior Director of Product Management for Keynote Systems, where he helped create the first suite of Web site analysis services leading to an IPO. He also held marketing positions in early-stage startups NetManage and Telebit.

Who Is This Webinar Suitable For?

This webinar is suitable for general counsel, IT support staff, and vendor product management staff.