1. March 2013
The Sherpa Approach: A Complete Solution
As each year passes, the complexity of running a modern business continues to increase.
This has been especially apparent to Information Technology Departments across the
globe. We are hearing with increasing frequency from industry experts and our current
customers that IT Department workload and a backlog of important projects has lead them
to seek outside help. Not by coincidence, over the last six months, we've seen a dramatic
upswing in the number of requests for services related to our product offerings. These
requests may be something as simple as installing and configuring a product for turnkey
implementation or they may involve customizing a product to suit a specific business need.
The increase in support and services needed has lead companies to look for total solutions,
over single point products. This trend has greatly influenced Sherpa Software’s current
strategy as we strive to meet the evolving needs of our customers and prospects.
Sherpa Software’s “Approach” to 2013 and beyond is to become a Complete Solutions
Provider for our customers, to more accurately align with their changing needs. Our plan is
to enhance and extend our current offerings around consulting, configuration, training,
customization, and other services in our specific areas of expertise. These areas include
email management, e-Discovery, PST migration and management, archiving, and
compliance. Our focus on providing a complete information governance solution ensures
the effective and efficient use of information in support of our customers’ goals.
Sherpa will combine products and services into solution packages that fall into three broad
categories:
1) Product Services
2) Professional Services
3) Partner Services
Product Services Our “Product Services” include specialized consulting services to help customers
understand all the capabilities that a product offers and how they may be used to maximum
advantage. We have always offered Product Services, but are now putting a greater
emphasis on sharing best practices and expertise around specific business issues.
Examples of Product Services we currently offer include: performing specialized
installations or upgrades, developing custom product features, and delivering customized
application training to meet specific needs. Our goal within Product Services is to make
sure that things are running smoothly for our customers and that they are maximizing every
benefit that our experience and tools have to offer.
Professional Our “Professional Services” include providing our expertise and thought leadership through
the delivery of services. Examples of Professional Services we currently offer include:
Services custom development to solve unique business problems, environment audits (or “health
check”), setting up policies, data conversion and 3rd party processing to name a few.
Whether it relates to email management, e-Discovery, PST migration, PST management,
archiving, or compliance, Sherpa’s Professional Services are available to help you through
any unique challenges that arise in any of these scenarios.
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2. Partner Services Our “Partner Services” include working cooperatively with our business partners who have
a specific competency to package complete solutions for our customers. Examples of our
Partner Services include: email migration, litigation preparedness, e-Discovery review, and
data preservation among others. A more specific example is the use of Sherpa’s Mail
Attender for Exchange to help customers find and include only the relevant data to prepare
them for a migration. A current Sherpa Software partner is now able to perform the actual
migration, closing the loop and creating a total solution for “SMART” email migration. The
goal of our Partner Services is to take the products and services we currently offer and pair
them with complementary offerings from industry leaders.
The Cloud The cloud is another factor that continues to change the landscape of the Information
Technology field. As each year passes, the traditional fear of the cloud is declining and
more and more of the small to medium sized business (SMB) market is planning to move
more fully to the cloud for applications. According to Opinion Matters, a Market Research
“According to Opinion Agency, 78% of IT decision makers in the SMB market they sampled said they would
Matters, a Market welcome a cloud solution into their businesses. For Sherpa Software customers
specifically, 51% of those surveyed said they are open to a subscription-based software-as-
Research Agency,
a-service model.
78% of IT decision
makers in the SMB Sherpa Software has traditionally provided on-premises software solutions to companies,
market they sampled but in order to offer complete solutions, we have expanded our offerings into the cloud via
said they would hosted applications, cloud compatible tools, and cloud-based archiving. One of the many
welcome a cloud advantages to utilizing the cloud is that it can save your company up-front and on-going IT
expenses. In theory, when compared to on-premises applications, cloud-based services
solution into their
reduce hardware, software, and internal IT needs. Speed of setup and implementation also
businesses.” make moving to the cloud an attractive option to consider. While Sherpa will continue to
offer award-winning on-premises solutions for IBM Domino and Microsoft Exchange, our
new cloud solutions offer options worth considering for many companies.
Attender Online In addition to cloud compatible products and archiving options, Sherpa Software will also
introduce its own hosted solution, called Attender Online, on April 3, 2013. Attender Online
is Sherpa’s software-as-a-service platform service for effectively managing a variety of
electronically stored information. Use Attender Online to develop comprehensive policies
that govern content in Exchange mailboxes, online archives, PST files, network file shares
and workstation hard drives. Targeted specifically towards compliance professionals,
records managers, and IT professionals, Attender Online provides the flexibility and
scalability customers are used to with cloud solutions for email, file, and content
management across multiple data silos.
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3. Delivered using a software-as-a-service model, Attender Online can be implemented
quickly by configuring the management components in the cloud. Using the service is
simple:
 Begin by identifying the people or computers that you wish to manage within your
organization
 Each person or computer may then be linked with their target ESI repositories
(mailboxes, hard drives, etc)
 Use Attender Online’s flexible workflow architecture to develop comprehensive
policies that allow you to examine, copy, move, delete or report on the ESI targets
using a variety of selection criteria
 Create policies to combine a workflow with the appropriate targets then begin
running those policies on a scheduled basis to manage your environment
There are many advantages the Attender Online model offers. For one, the cloud-based
central hub is able to simplify deployment and speed innovation. Its policies are executed
by software agents installed within your network and the enforcement of these policies
occurs locally, meaning data does not need to leave the customer site. Attender Online’s
secure hybrid approach guarantees that sensitive information is efficiently managed without
ever leaving your network. With offerings available in the cloud and on-premises, it will be
a new and continued focus of ours to work with customers to determine which solution best
fits their business need.
Conclusion Because of the rapid pace of ESI accumulation, corporate regulation and the associated
compliance and e-Discovery requirements, IT and Records Management Departments
across the nation continue to be inundated with projects that have them seeking outside
expertise. Over the last few months, Sherpa Software has seen this trend play out with
increasing frequency and has formulated solution packages that combine our products and
services to help our customers more completely address their information challenges.
Whether it’s through product, professional, or partner services or the introduction of our
hosted information management platform, Sherpa continues to evolve with the needs of our
customers. In an information age that requires companies to get the most from their
technology and service providers, Sherpa is delivering a complete solution. For more
information about Sherpa solutions, please email information@sherpasoftware.com, visit us
at www.sherpasoftware.com, or call us toll free at 1-800-255-5155.
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4. About Sherpa For over 10 years Sherpa Software has provided IT Professionals with award-winning
information management software specifically designed to address email management,
Software archiving, e-discovery, PST management and compliance requirements for Lotus Notes
and Microsoft Exchange environments. Based in Pittsburgh, Pennsylvania, Sherpa’s
solutions are practical, reliable and affordable and have been installed at thousands of
organizations worldwide. Their products offer flexible architectures that streamline
administrative processes without requiring any additional hardware or add-on components.
Sherpa Software is an IBM Premier Business Partner and a Microsoft Certified Partner.
For more information about Sherpa Software, visit www.sherpasoftware.com.
456 Washington Avenue
Bridgeville, PA 15017
www.SherpaSoftware.com
1.800.255.5155
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