Email Storage Management Case Study

How Leukemia & Lymphoma Society eased storage issues and reduced risk with email archiving on-demand.

Compliance Case Study

How Zeigler Companies Inc. found a worry-free and affordable way to manage its compliance obligations.

“We did a very detailed cost analysis when we were considering Fortiva, and we found it was going be 18-20 percent cheaper on an annual basis for us to implement Fortiva than to continue to maintain our in-house solution.”

Stuart Tainsky,
SVP of Technology

Rapidly growing firm replaces legacy archive, reducing costs & improving performance

National Financial Partners (NFP) is a national network of independent financial advisors consisting of over 180 owned firms and more than 320 members in 41 states and Puerto Rico, specializing in life insurance and wealth transfer, corporate and executive benefits, and financial planning and investment advisory.

To deal with its rapidly-growing base of subsidiary firms, NFP’s IT team must ensure that the firm’s technology systems can scale to accommodate large numbers of new users with little or no notice. When one of these systems – the in-house email archive – began experiencing performance issues, it became apparent that the solution was not equipped to meet their needs. The firm then decided to look for a new archive that would accommodate their growth while allowing them to effectively meet regulatory compliance requirements and take a proactive approach to e-discovery.

The Fortiva Archiving Suite™ offered the flexibility that NFP needed to continue to grow their business

After spending months trying to fix the issues with their original archive, the team at NFP decided to look for a different solution that would ensure that all email was being captured for legal and regulatory reasons, while helping to manage the size of their Exchange stores.

“After looking at a couple of options, it was clear to us that a hosted or SaaS solution was the only way to go if we wanted to effectively manage our internal staffing costs. From there, it was just a matter of finding the right partner with the right toolset to meet our needs,” said Stuart Tainsky, SVP of Technology at NFP. “Fortiva had everything we were looking for – it almost seemed too good to be true.”

The Fortiva Archiving Suite offered NFP the following benefits:

Projected to lowered overall email related costs by 18-20 percent
Eliminated over $25,000 in annual backup tape costs
Easily scaled to accommodate rapid growth
Reduced staff hours from 60 hours a week to fewer than ten
Reduced e-discovery search times from hours to minutes
Improved customer experience
Prepared NFP to meet current and future regulatory compliance requirements

To download the full case study, click here.