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Implement an Email and Content Archive Solution

Match the value of the storage to the value of your content.


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  • 19 organizations contributed information to assist with the development of this blueprint. Due to the sensitivity of the information, all contributors requested confidentiality.

Your Challenge

  • Archiving strategy encompasses storage controls and efficient response to regulators.
  • Archiving is expensive and rarely delivers on its promises when deployed just for email.
  • Archiving is invisible to business users but touches many parts of their day-to-day processes. Defining the benefits at the cost of archiving is difficult.

Our Advice

Critical Insight

  • Archiving is no longer about email, you must have a clear business need to justify the cost.
  • You get what you pay for: there is a tight connection between cost and the number of features that are provided.
  • Archiving is an integral part of your information governance strategy and your storage strategy.

Impact and Result

  • Most organizations have more than enough server-based and Exchange-based tools to control their storage and regulatory overhead.
  • Organizations can save up to 80% of the cost of discovery by adopting an archiving strategy and repeatable process.
  • Reduce IT’s pain in email management through building a searchable archive.

Research & Tools

1. Gather the business requirements for the archiving project

Create an archiving project plan.

2. Decide whether current email and server tools are good enough

Outline the changes to current strategy and the solution required to meet the future needs.

3. Make the case for additional archiving capabilities

Use the vendor landscape and detailed feature analysis tool to assess vendors.

4. Plan the implementation

Understand the key steps in implementing an email archiving platform.

Guided Implementations

This guided implementation is a four call advisory process.

Call #1 - Build a defensible case for an email and content archive strategy

Gather the requirements and numbers that you need to build a defendable case for implementing archiving.

Call #2 - Decide on what technology you need

Most organizations have such little need for archiving that archive products are not cost effective. Walk through best practices for defining and building a legally defensible archive process.

Call #3 - Fill in the business case template

The use case needs to be important to the business. IT can justify the case on storage gains, as the business won’t buy it without clear costs or value gains.

Call #4 - Define your number one use case for archiving

Choosing the most important use case is critical to appropriately shortlisting vendors.

Onsite Workshop

Discuss This Workshop

Book Your Workshop

Onsite workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn't enough, we offer low-cost onsite delivery of our project workshops. We take you through every phase of your project and ensure that you have a roadmap in place to complete your project successfully.

Module 1: Define the scope of the problem

The Purpose

  • Identify the scope of archiving needs.
  • Evaluate the complexity of your needs.
  • Prioritize high risk information.

Key Benefits Achieved

  • A determination if third-party archive products are appropriate.
  • Definition of the sources of risk that should be monitored.




Define the current regulations


Evaluate the growth of information in the organization


Map the gaps in your current strategy

  • An outline of the business case
  • A go/no-go decision on third-party solutions

Module 2: Plan a solution based on your needs

The Purpose

  • Define the gaps in the current archiving strategy.
  • Evaluate the technical solution that fills the gap.
  • Build a business case for any changes in process or new technology.

Key Benefits Achieved

  • A clear understanding of current competency.
  • A full understanding of what can be achieved with current server architecture and fileshares.




Define the key use case for archiving

  • A business case for archiving as a strategy

Define the current archive process


Identify the knowledge gaps in the current process

  • A workflow for eDiscovery and Exchange mailbox reinstall

Build an RFP

  • An RFP or communication plan for change in IT processes

Search Code: 74488
Published: March 19, 2014
Last Revised: March 19, 2014