Snapshot: Zantaz Enterprise Archive Solution, Digital Safe, and Introspect



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Snapshot: Zantaz Enterprise Archive Solution, Digital Safe, and Introspect July 2005. Report #560 Summary of the Company s Offerings Zantaz offers multiple solutions in the data archiving, retention, compliance, and discovery management space. These include its Enterprise Archive Solution (software that runs at the customer s site), Digital Safe (a hosted service), and Introspect discovery management and litigation support (both on-site and hosted models). Ferris Research, Inc. 408 Columbus Ave., Suite 1 San Francisco, Calif. 94133, USA Phone: +1 (415) 986-1414 Fax: +1 (415) 986-5994 www.ferris.com

Company Statistics Number of Full-Time Staff: 320. Number of Full-Time Product Development Staff: Between 60 and 80, plus 30 to 40 in professional services. Stock Market Symbol: Privately held. Revenues: $50 million to $60 million in 2004. Currently on plan to reach $100 million in 2005. Number of Live Paying Customer Seats: 1.5 million for Enterprise Archive Solution, 6 billion email documents stored in Digital Safe, and 200 million pages stored in Introspect. Number of Live Customer Organizations: More than 600: over 450 for EAS, 80 to 90 for Digital Safe, and 80 to 90 for Introspect. Other: Approaches the market as a full life-cycle provider of information retention and discovery management (IRDM). Enterprise Archive Solution (EAS) Product Functionality: Electronic information archiving (on-site software): Provides email and file management and archiving. Offers supervisory (post-review) and prereview features to comply with NASD 3010/3110. Major Benefits: Provides email and file management and archiving. Facilitates compliance archiving. Enables enterprises to lower operational and legal/regulatory risks and costs. Platforms: Email (Microsoft Exchange, IBM Lotus Notes) and files. V1 Launch Date: EAS was originally released in 1999 by Educom TS, which Zantaz acquired in 2004. Competition: EMC Legato. Veritas Software (formerly KVS). AXS-One. Main Features of the New Version: EAS added support for files as well as supervisory and prereview features in third-quarter 2004, and for Notes mail in first-quarter 2005. Pricing: Approximately $20 per user for a 5,000-user implementation. Main Plans for the Next 12 Months: Continue to reach more large customers through Zantaz s direct sales force, particularly organizations with more than 5,000 seats. 2 Visit us at www.ferris.com for market intelligence on messaging and collaboration technologies.

Provide integration to world-class document management and record management platforms. Obtain Department of Defense (DoD) 5015 certification. Introduce the EAS Discovery product for searching, culling, and producing archived information in response to litigation events. Introduce an enhanced Microsoft Outlook.PST archiving facility that is easier to use. Extend and enhance the EAS application programming interface (API) to further enable resellers, VARs, and ISVs to add value to EAS. Improve the usability of the administrative interfaces without limiting their versatility and functionality. Vendor s Perception of Its Top 5 Competitive Strengths: Designed to the scale required by very large distributed enterprises, including the ability to provide single-instance storage and execute federated searches across archive stores in multiple locations. Offers very high performance with load balancing, multithreading, and optimizing metrics. Provides efficient storage with incremental containers, single instancing (at both the message and attachment level), compression, and policy-based life-cycle management. Provides the most versatile solution in the industry, including a rich set of policy parameters and numerous options for document storage (including simultaneous archiving to multiple stores), stubs that link to archived messages, indexes, and archives. Is storage-agnostic and supports multiple relational database platforms, including Oracle and Microsoft SQL Server. For Further Information: www.zantaz.com/products/enterprise/index.php Digital Safe Product Functionality: Electronic information archiving (hosted service): Digital Safe provides archiving and retrieval that is compliant with SEC 17a-4. Digital Supervisor offers NASD/NYSE compliance monitoring. Audit Center features comprehensive searching of archives and production of results in electronic or printed form. Data Restoration enables large-scale restoration of electronic information from backup tapes and other media. Major Benefits: Offers storage optimization. Visit us at www.ferris.com for market intelligence on messaging and collaboration technologies. 3

Provides a hosted service for compliance with record-retention regulations, including SEC 17a-4. Can be deployed rapidly, with no disruption to IT teams or systems. Archives virtually unlimited volumes of email, instant messaging (IM), and other electronic communications. Supports all major email and IM systems. Platforms: Supports all major email and IM systems. V1 Launch Date: The Digital Safe service was introduced in 1998. Competition: Iron Mountain. Fortiva. FrontBridge Technologies. Main Features of the New Version: Digital Safe now comes with two enhanced features: Digital Supervisor is a hosted compliance monitoring service for email, IM, and other electronic messages stored in Digital Safe. It monitors compliance with NASD 3010 and NYSE 342 regulations. Audit Center is used to respond to legal or regulatory requests for electronic documents stored in Digital Safe. It searches email metadata, message content, and attachments. Release Date: Digital Supervisor and Audit Center were released in first-quarter 2004. Pricing: The Digital Safe service costs roughly 17 cents to 18 cents per megabyte captured, indexed, and stored for three years (for volumes of up to 500 gigabytes per month). The Digital Supervisor service for 1,000 mailboxes supervised costs about $8 per mailbox to implement and $10 per user subscription fee. Audit Center with two people accessing the system for advanced search and up to 2 terabytes stored in the Digital Safe has an annual subscription fee of $36,000. Main Plans for the Next 12 Months: Enhance the user interface. Develop new standard reports and tools for creating customized reports. Expand Digital Safe s ability to capture additional document types. Enhance the end-user search experience. Integrate with other Zantaz products. Vendor s Perception of Its Top 5 Competitive Strengths: Provides secure, 24x7 access to information and has massive scalability. To date, more than 6 billion emails and attachments have been captured, indexed, and managed. This volume is growing by 20% per quarter. Enables rapid deployment with no disruption to IT teams or systems. Three-year total cost of operation is 40% to 50% lower than competitive on-site archiving solutions. Employs split-cell technology to deliver flexible options and provide business continuity. 4 Visit us at www.ferris.com for market intelligence on messaging and collaboration technologies.

Captures, archives, and searches both live and historical data from a single online repository. Supports all major email and IM platforms. For Further Information: www.zantaz.com/products/digital/index.php Introspect Product Functionality: Discovery management/litigation support (onsite and hosted models): Manages litigation and discovery requests. Supports workflow processing from a legal standpoint. Culls large volumes of native electronic and paper documents. Stores, searches, analyzes, reviews, and creates TIFF output files. Produces consistent data sets with tracking and reporting available for each data set produced. Allows attorneys and litigation support staff to review documents in their native file format, which reduces the time, cost, and complexity of electronic discovery. Major Benefits: Collaboration capabilities help team members work more productively while reducing costs and lowering risk. Allows the efficient and consistent review and management of documents across one or multiple cases. Enables the legal team to rapidly leverage a legal knowledge base to develop the best possible legal strategy. Provides a highly customizable solution that is designed specifically to support legal processes from case preparation all the way to trial. Platforms: Servers: Microsoft Windows 2000/2003, Microsoft SQL Server 2000/2003. Clients: Internet Explorer 6.0 on either Microsoft Windows 2000 Professional or Windows XP. V1 Launch Date: Introspect was originally released in 1995 by Steelpoint, which Zantaz acquired in August 2004. Competition: Dataflight Software. Summation Legal Technologies. Kroll Ontrack. Main Features of the New Version: The three-tiered architecture offers a substantial performance boost and allows each client to configure its system for optimal hardware usage and performance. Provides a more powerful, easy-to-use search interface. Offers centralized security administration and monitoring. Visit us at www.ferris.com for market intelligence on messaging and collaboration technologies. 5

New action management capability allows users to initiate several long-running transactions simultaneously and process them asynchronously. This ensures that the system remains at peak responsiveness for other users. Asynchronous processing also permits the real-time indexing of new documents added to the system without any impact on system performance. Supports the latest Microsoft platforms and services, including the.net Framework, to incorporate rich user interface elements. Release Date: Introspect 5 was released in August 2004. Pricing: Pricing for hosted or on-site licensing varies according to the number of users; the number of pages stored; and the case administration, project management, and other services provided. Main Plans for the Next 12 Months: Provide greater control over the online document review process. Enable automation of document coding tasks. Offer support for multilanguage document review. Deliver more powerful search tools. Integrate with EAS and Digital Safe. Implement client-requested product improvements on an ongoing basis. Vendor s Perception of Its Top 5 Competitive Strengths: Offers massive scalability: tens of millions of pages, thousands of cases, hundreds of users. Quickly culls large volumes of electronic and paper documents. Is built on Microsoft SQL Server for top performance and IT compliance. Reduces time, risk, and costs by handling data less often. Manages all litigation from a central location. Enables a consistent approach to discovery requests. For Further Information: www.zantaz.com/products/introspect/index.php Ferris Research Comments Zantaz has a comprehensive suite of retention and discovery offerings to meet a wide variety of requirements. All three product lines are growing well. Zantaz s indirect sales channel of more than 50 resellers inherited from its Educom acquisition is a strength. The largest customers (particularly those with more than 5,000 seats) need a lot of industry-specific advice. Zantaz s Audit Center personnel have responded to more than 1,000 discovery requests in the past year. This is helping them develop deep domain expertise. 6 Visit us at www.ferris.com for market intelligence on messaging and collaboration technologies.

Zantaz s Data Restoration service currently restores about 200,000 backup tapes (and other media formats) each year. A potential challenge for Zantaz will be integrating all of its products and offerings. Zantaz has a head start in that EAS and Introspect already have Microsoft Windows and SQL-based back ends. Digital Safe is Unix-based, but since it is a hosted solution managed by Zantaz, platform compatibility and any duplicate administration overhead are not likely to be issues that impact its customers. Data compatibility engineering (to support migration between EAS/Introspect and Digital Safe) is already under way. This industry segment continues to evolve from basic archiving to retention and life-cycle management, which is more aligned with regulatory compliance. In the longer term, organizations will see archiving and retention as enabling access to their information, not just as a compliance burden. Author: David Via Editor: Mona Cohen Visit us at www.ferris.com for market intelligence on messaging and collaboration technologies. 7

Ferris Research Ferris Research is a market research firm specializing in messaging and collaborative technologies. We provide business, market, and technical intelligence to vendors and corporate IT managers worldwide with analysts located in North America, Europe, and the Asia-Pacific region. To help clients track the technology and spot important developments, Ferris publishes reports, white papers, bulletins, and a news wire; organizes conferences and surveys; and provides customized consulting. In business since 1991, we enjoy an international reputation as the leading firm in our field, and have by far the largest and most experienced research team covering messaging and collaboration. Ferris Research is located at 408 Columbus Ave., Suite 1, San Francisco, Calif. 94133, USA. For more information, visit www.ferris.com or call +1 (415) 986-1414. The Ferris Research User Panel The User Panel consists of IT professionals who work with messaging and collaborative technologies, providing services to their organizations users. People join to share experiences with other people like themselves, learn from each other, and keep current on news and trends. If you provide technical support for an email system, and you are not a member of the User Panel, you can join and learn more about the User Panel at www.ferris.com/url/userpanel.html. There is no charge to join.