Email Archiving Vendor Demonstration Script

Author(s): Christopher Wynder

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This template is designed to provide vendors with a consistent set of instructions, ensuring an objective comparison of product features – all while you can evaluate ease-of-use from a user and IT perspective. This template comes pre-built with five common scenarios to leverage:

  • Initial Setup
  • Email Policy & Rules Creation
  • End User Search, Retrieval, & Manual Archiving
  • Discovery Process
  • Administrative Reporting

Vendor demos are essential in order to evaluate email archiving user experiences for administrators, end users, and for compliance/security specialists. Allowing vendors to run the demonstration without your guidance will only highlight their strengths.

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