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Best Practices for Legacy Archive Migration

Since the late 1990’s, corporate email archives have become a necessity for many organizations, especially for those in regulated industries or those faced with ongoing eDiscovery requirements.

Email archives were seen as the only workable solution to capture, secure, manage and make searchable, those emails and attachments that government agencies requested or the courts demanded through eDiscovery requests.

Prior to 2010, stand-alone, on-premise email archives were the go-to solution to ensure regulatory compliance and reduce eDiscovery risk. Cloud-based email archiving solutions were later introduced and have experienced phenomenal growth over the last several years. The adoption of cloud-based email archives has raised the question: Should you migrate your existing on-premise email archive data to the cloud, and if yes, what’s the best way to do it successfully?

To answer this and other questions, Join Robert Desteno, CEO from Archive360 and Bill Tolson from Actiance as they explore this and other topics including:

•The advantages of migrating to a cloud archive
•Steps to consider before beginning the migration process
•Best practices to ensure a successful migration
Recorded Dec 6 2017 59 mins
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Presented by
Robert Desteno, CEO, Archive360 & Bill Tolson, Actiance
Presentation preview: Best Practices for Legacy Archive Migration

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  • Osterman Research Report: Assessing the Total Cost of Veritas Enterprise Vault Recorded: Dec 13 2017 57 mins
    Michael Osterman, Osterman Research
    Many organizations are evaluating cloud-based archiving solutions by performing comparative cost analyses against legacy on-premises systems. However, constructing a true comparative analysis can be difficult because the software, hardware, storage, and infrastructure costs of on-premises systems are often distributed across multiple IT cost centers or are simply difficult to estimate.

    Join Actiance and Michael Osterman of Osterman Research as we discuss the results of an Osterman survey on the actual costs of maintaining and operating a Veritas Enterprise Vault environment versus a cloud-based archiving solution.

    During this webinar, you will learn about:

    – Real world cost experiences in managing on-premise archives

    – How the survey results have led to the development of a TCO model to help you determine your own cost comparison

    – How the Actiance Platform offers a significantly lower cost of ownership while providing an architecture to support your archiving needs
  • Best Practices for Migrating to Office 365 Recorded: Dec 12 2017 40 mins
    Robert Cruz, Senior Director of Information Governance, Actiance & Justin Frech, Systems Engineer, VerQu
    Prior to 2010, email messaging and archiving technologies were primarily deployed behind the firewall, with accompanying investments in storage, hardware, infrastructure, and IT resources. Since then, employee communications volume and variety have continued to explode –along with the cost and management hassle. Unfortunately, this time period has also witnessed an explosion of users utilizing their own devices, unsanctioned communications channels, and personal storage locations to get their jobs done.

    Now, as messaging systems move to Office 365 many are asking: Is the move to Office 365 also the right time to gain control over other employee communications channels, and if yes, what’s the best way to do it successfully?

    To answer this and other questions, join Actiance and VerQu as we explore:

    •Best practices in moving employee communications to Office 365
    •Steps to consider before beginning the migration process
    •How to assess regulatory compliance and eDiscovery implications when migrating to Office 365

    We will conclude with a discussion of how Actiance can help organizations harness Office365, while gaining control over the latest communication channels to ensure that companies meet regulatory compliance and eDiscovery demands.
  • From Supervision to Surveillance Recorded: Dec 7 2017 58 mins
    Mitch Atkins, Founder and Principal at FirstMark Regulatory Solutions
    Is your day spent plowing through endless piles of messages, while policy violations may lie hidden in your data? How can you make daily review easier while – at the same time – ensure you are addressing topics that are of greatest interest to regulators?

    Today, compliance officers of financial services firms are challenged by information like never before. Data volume is doubling every 18 months and new forms of electronic communication emerge regularly, making supervisory review workloads untenable. At the same time, SEC/FINRA/IIROC regulatory scrutiny over supervisory compliance practices has never been higher, with stiff regulatory fines appearing in the news almost daily. Clearly, conducting review of today’s communications with tools designed 10+ years ago for email is not sustainable.

    Join us and our special guest, Mitch Atkins, founder and Principal at FirstMark Regulatory Solutions, for a discussion of the issues impacting supervisory review, and how firms can re-focus efforts on the identification and mitigation of complex compliance risk. In this webcast you’ll learn:

    •Common compliance risks faced by broker-dealers and their impact on FINRA priorities in 2016;
    •How the growth of non-email is impacting compliance review;
    •Emerging best practices in managing review volumes and conducting compliance surveillance
  • Best Practices for Legacy Archive Migration Recorded: Dec 6 2017 59 mins
    Robert Desteno, CEO, Archive360 & Bill Tolson, Actiance
    Since the late 1990’s, corporate email archives have become a necessity for many organizations, especially for those in regulated industries or those faced with ongoing eDiscovery requirements.

    Email archives were seen as the only workable solution to capture, secure, manage and make searchable, those emails and attachments that government agencies requested or the courts demanded through eDiscovery requests.

    Prior to 2010, stand-alone, on-premise email archives were the go-to solution to ensure regulatory compliance and reduce eDiscovery risk. Cloud-based email archiving solutions were later introduced and have experienced phenomenal growth over the last several years. The adoption of cloud-based email archives has raised the question: Should you migrate your existing on-premise email archive data to the cloud, and if yes, what’s the best way to do it successfully?

    To answer this and other questions, Join Robert Desteno, CEO from Archive360 and Bill Tolson from Actiance as they explore this and other topics including:

    •The advantages of migrating to a cloud archive
    •Steps to consider before beginning the migration process
    •Best practices to ensure a successful migration
  • The Top 5 Myths of Archiving Recorded: Aug 15 2017 53 mins
    Bill Tolson, Archive 360 & Gopal Ramanujam, Actiance
    Suffice it to say that traditional email archiving is a mature technology category. However, more firms are looking at archiving today for the first time as their ‘keep everything forever’ strategies have failed. Others are motivated by a move to Office365, while some are looking for new approaches to address the growing challenges of social media, instant messaging, and rich media communications channels that are growing organically inside their firms.

    Whatever the driver, archiving remains misunderstood by many – both within IT and across business units. Join us and our guest Bill Tolson from Archive360 as we explore and attempt to clarify the top 5 archiving myths:

    • Archiving is primarily for email storage;
    • Archiving is only necessary for regulated firms;
    • Archiving leads to the risk of over-preservation;
    • Cloud archiving is more expensive and less secure than traditional on-premises archiving;
    • End-users don’t benefit from Archiving

    We’ll wrap up with a brief overview of how Actiance and Archive360 are enabling organizations to address these myths and achieve their information governance objectives.
  • Next Generation Collaboration with Cisco Jabber Recorded: Aug 9 2017 35 mins
    Karin Wuhrmann, Product Management, Cisco Jabber & Jasmine Wu, Product Management, Actiance
    In recent years, with hyper-growth of the global workforce, mobility, BYOD, and accelerated cloud adoption, collaboration has been taken to a new level with significant challenges. Cisco Jabber has witnessed this transformation from ground up and has evolved to become a solution that aims to fulfill the workstyles of the future, today.  Next generation collaboration requires seamless virtual collaboration experiences that focus on individual and team collaboration, and Cisco Jabber’s vision has accomplished this and much more.  Now, the challenge is providing Cisco Jabber compliance in your enterprise company.

    In addition, enterprises must also ensure next generation communications complies with strict corporate, legal and regulatory requirements.

    Watch this webinar to learn:

    •Cisco Jabber and the unified communications landscape
    •Jabber and its differentiation in UC and collaboration
    •How Actiance can help in security & compliance
  • Information Governance and the Cloud Recorded: Aug 1 2017 58 mins
    Bill Tolson, Actiance & Jim Shook, Esq, EMC Corp.
    With the cloud computing promise of faster, better and cheaper, everyone needs a cloud strategy. But the strategy needs to be informed because legal and regulatory obligations, including eDiscovery, remain the company’s responsibility even when a third party cloud provider has the data. Public, private and hybrid clouds all have different characteristics that impact access to, control of and remedies for issues related to your organization’s data. Changing regulations on data privacy and security alter the risk profile for maintaining data in different types of clouds, and even the location of the cloud can be important.

    In this webcast we have discussed some of the important differences between cloud models and how organizations can develop a strategy that best meets their requirements. In this webcast, we’ll address the following questions:

    • What are the basic cloud deployment models?
    • What are the key compliance benefits and risks of public and private clouds for email?
    • How can my organization determine which types of data are the best fit for the different cloud models?
    • What are some of the current and up-and-coming trends that may impact some of my cloud decisions?
  • GDPR and Privacy by Design: The New Competitive Advantage Recorded: Jun 28 2017 30 mins
    Robert Cruz, Senior Director of Information Governance, Actiance
    The EU’s General Data Protection Regulation (GDPR), has far-reaching implications that extend far beyond the EU. Businesses that fail to meet the new mandates aimed at protecting personal data face can be fined up 4% of global revenues — a cost that makes this regulation impossible to ignore.

    However, GDPR also creates a new opportunity for those that are prioritizing and embracing data privacy as a core element of their service delivery.

    Watch the on-demand webinar now, where you will learn:

    •How GDPR impacts information governance practices
    •How firms can address EU citizen’s rights to access and rights to be forgotten
    •How you can use GDPR to differentiate potential service providers
    •Specific provisions of GDPR that impact information governance practices

    Speaker:

    Robert Cruz is Senior Director of Information Governance for Actiance. He has more than 20 years of experience in providing thought leadership on emerging topics including cloud computing, information governance, and Discovery cost and risk reduction.
  • Compliance and Skype for Business Adoption Recorded: Jun 15 2017 48 mins
    Aamer Kaleem, CTO, Skype for Business & Robert Cruz, Senior Director, Actiance
    Microsoft’s Skype for Business (S4B) continues to experience rapid adoption as organizations seek more agile means to communicate and collaborate. Organizations of all sizes are using Skype for Business to realize productivity improvement, greater responsiveness to customer needs, and more effective internal collaboration. However, for those faced with complex regulatory demands, they must also ensure that communications are managed to comply with external regulations and internal policies, such as the disabling of specific features or enforcement of ethical boundaries between departments and groups.

    With that in mind, what issues should organizations look out for when utilizing or considering deploying S4B?

    Join Robert Cruz from Actiance with Special Guest Aamer Kaleem, CTO, Skype for Business at Microsoft Corporation as they explore this and other topics including:

    • The market drivers impacting adoption of Skype for Business;
    • Key current and upcoming capabilities of S4B;
    • How Actiance can help in harnessing S4B, while also meeting regulatory and eDiscovery demands
  • Top 5 Supervisory Failures and How to Avoid Them Recorded: Jun 8 2017 60 mins
    Mitch Atkins,Founder & Principal, FirstMark Regulatory Solutions & Robert Cruz, Senior Director, Actiance
    You’ve seen the headlines:

    • North Winward Financial expelled from FINRA for failing to respond to FINRA requests;
    • Caldwell International Securities fined $1M for failure to develop an adequate supervisory system;
    • Boenning & Scattergood fined $100K by FINRA for failing to supervise a representative’s private security transactions

    And, that is just from late 2016!

    Today, compliance officers at broker-dealer and investment advisory firms are challenged by supervisory review like never before.  SEC/FINRA/IIROC regulatory scrutiny over supervisory practices has never been higher, while many firms continue to rely upon supervisory tools that were designed 10+ years ago, for email.
     
    Watch this on-demand webinar for a:
    • Review of a sampling of recent supervisory mishaps
    • Discussion of best practices to address FINRA priorities outlined in the January 2017 Exam Letter
    • Overview of how Actiance can help

    Speakers:

    Mitch Atkins is Founder and Principal of FirstMark Regulatory Solutions, Inc., a compliance consulting firm. Previously, he spent 20 years at FINRA where he was an examiner, district director, and senior vice president and regional director.

    Robert Cruz is Senior Director of eDiscovery & Information Governance for Actiance. He has more than 20 years of experience in providing thought leadership on emerging topics including cloud computing, information governance, and Discovery cost and risk reduction.
  • Top 5 Compliance Predictions for 2017 Recorded: May 31 2017 53 mins
    Robert Cruz, Senior Director Information Governance, Actiance and Jasmine Wu, Director of Product Marketing, Actiance
    2016 was an eventful year for those who need to stay on top of compliance. The SEC undertook 868 enforcement actions totaling over $4B in sanctions, while sweeping new requirements contained within MiFID II and GDPR drew closer.

    Now, with the possibility of deregulation growing, what can compliance teams expect in 2017?

    Watch the webinar now, where you will learn:

    -Key recordkeeping and supervisory themes emerging from 2016 regulatory actions
    -Top 5 regulatory compliance predictions for 2017
    -What steps you can take to ensure the compliant use of new communications channels
Leading the Communication, Compliance, Archiving & Analytics Industry
Actiance is the leader in communications compliance, archiving, and analytics. We provide compliance across the broadest set of communications and social channels with insights on what’s being captured. Actiance customers manage over 500 million daily conversations across 70 channels and growing. Customers include the top 10 U.S., top 5 Canadian, top 8 European, and top 3 Asian banks. The Actiance advantage is customers stay ahead of compliance and uncover patterns and relationships hidden within their data. Learn more at www.actiance.com.

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  • Title: Best Practices for Legacy Archive Migration
  • Live at: Dec 6 2017 4:00 pm
  • Presented by: Robert Desteno, CEO, Archive360 & Bill Tolson, Actiance
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