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Latest 7 Posts
Sherpa’s Top 10 Must Reads!
Tue, Jan 26th 2016 17
January 2016 Newsletter
Tue, Jan 12th 2016 12
Bridging the chasm between IT and Legal (Part 1 of 2)
Mon, Jan 11th 2016 14
A Rose by Any Other Name:  It’s All Information Governance
Fri, Jan 8th 2016 11
Reducing eDiscovery Costs
Fri, Jan 8th 2016 11
New Federal Rules of Civil Procedure (FRCP) amendments to Rule 37
Thu, Jan 7th 2016 7
Sherpa’s Top 10 Highlights of 2015
Wed, Jan 6th 2016 8
Top 10
Sherpa’s Top 10 Must Reads!
Tue, Jan 26th 2016 17
Discovery Attender Feature:  Keyword Tester
Wed, Apr 22nd 2015 16
Wake up and smell the information trends: an education in eDiscovery
Thu, Nov 5th 2015 16
Bridging the chasm between IT and Legal (Part 1 of 2)
Mon, Jan 11th 2016 14
Automating Policy Management
Wed, Sep 30th 2015 13
January 2016 Newsletter
Tue, Jan 12th 2016 12
“Holiday Giving Tree” continues to shine for more than a decade
Mon, Dec 21st 2015 11
Reducing eDiscovery Costs
Fri, Jan 8th 2016 11
A Rose by Any Other Name:  It’s All Information Governance
Fri, Jan 8th 2016 11
Altitude IG September Updates
Thu, Sep 17th 2015 10


Sherpa Software
Blog Title Sherpa
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Recent Blog Posts
17
Sherpa’s Top 10 Must Reads!
Tue, Jan 26th 2016 9:42a   Kayla Badini
As 2016 kicks off, you’ve most likely heard “new year, new you” more times than you can count. New resolutions, new goals, new perspective, new, new, new.  We too look at the New Year with a view toward developing great new content.  But while starting off the year with new and exciting content is expected, we can’t help but reflect back on the great content that was created in the past but is just as relevant today. Sherpa is always striving to keep you up-to-date with the latest indu
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January 2016 Newsletter
Tue, Jan 12th 2016 11:32a   Kayla Badini
The post January 2016 Newsletter appeared first on Sherpa Software.
14
Bridging the chasm between IT and Legal (Part 1 of 2)
Mon, Jan 11th 2016 9:08a   Jeff Tujetsch
In today’s litigious world of business, one of the most important relationships is between IT and Legal. These two departments must be in sync for any eDiscovery and/or policy management process to be successful. Both are necessary players and the business will not properly function without these two departments realizing they must work together, in order to succeed. This article will provide some insight into how you can strengthen the relationship and collaboration between IT and Legal i
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A Rose by Any Other Name:  It’s All Information Governance
Fri, Jan 8th 2016 4:31p   Marta Farensbach
Many articles focused around information governance (IG) discuss the framework in terms of data collections, legal holds, and other eDiscovery related tasks. By limiting IG to a specific eDiscovery focus however, these commentaries lose the full strategic scope of what information governance really entails. In actuality, every IT process that touches electronically stored information (ESI) falls under the domain of a comprehensive information governance program.  Diverse fields such as security
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Reducing eDiscovery Costs
Fri, Jan 8th 2016 4:16p   Harvey Coblin
There’s no doubt that litigation is expensive. When the added expense of producing and reviewing electronically stored information (ESI) is added, the costs can become mind boggling. Case in point – In the highly publicized Apple Inc. v. Samsung Electronics Co. series of lawsuits over smartphone patent infringements, Samsung was required to produce 11.1 million documents. Of these, 880,000 were eventually delivered to Apple. The total cost paid to eDiscovery vendor UBIC, according to Sa
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New Federal Rules of Civil Procedure (FRCP) amendments to Rule 37
Thu, Jan 7th 2016 10:47a   Kristin Mager
Noteworthy changes have been made to the Federal Rules of Civil Procedure (FRCP) affecting the legal discovery of electronically stored information (ESI) as of December 1, 2015.  These amendments were in response to the growing volume of ESI targeted in the large number of civil litigations.  Revisions to these rules have not taken place since 2006. In the interim, issues arising from the cost of processing, reviewing and producing ESI plus the confusion in contradicting court opinions require
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Sherpa’s Top 10 Highlights of 2015
Wed, Jan 6th 2016 2:14p   Kayla Badini
A new year is upon us which means it’s time to reflect on the year that was. For Sherpa Software, 2015 was exceptionally exciting. Altitude IG, our signature SaaS platform, has continued to evolve, providing IT professionals with the most comprehensive set of tools for their eDiscovery and information management related challenges. Supporting our customers like Cal-Maine Foods, Inc. and the Cleveland Browns as well as our annual tradition of giving back to our local community are always at the
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Data Profiling 101
Mon, Dec 28th 2015 9:46a   Kristin Mager
By definition, data profiling measures the data one has available in an existing source and determines the accuracy, completeness, and other statistics and information relating to one’s data.  The importance of measuring this is to learn if existing data can be easily used, to provide metrics on the quality, and to assess the risk involved in integrating the data.  With data profiling, one can understand the challenges early within a project and avoid delays and increasing costs.  Data prof
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November 2015 Newsletter
Wed, Dec 23rd 2015 3:08p   Kayla Badini
The post November 2015 Newsletter appeared first on Sherpa Software.
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Understanding Litigation Holds
Mon, Dec 21st 2015 5:00p   Rick Wilson
If you are new to the topic, the term litigation hold refers to an organization’s responsibility to preserve potentially relevant information when they are party to a dispute, already named in a litigation or have the reasonable expectation of being involved in litigation. Several years ago amendments to the Federal Rules of Civil Procedure (FRCP) expanded the scope of what constitutes relevant information to include electronically stored information (ESI) such as email, documents, etc. To hel
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“Holiday Giving Tree” continues to shine for more than a decade
Mon, Dec 21st 2015 1:19p   Sherpa Software
From monetary donations to Children’s Hospital of UPMC Pittsburgh to “adopting” a family in need, Sherpa employees never miss an opportunity to give back and help those less fortunate. This year, a “Holiday Giving Tree” will serve as the beacon of this very cause. The Domestic Violence Services of Southwestern PA (formerly known as Washington Women’s Shelter, Inc.) is an organization focused on increasing awareness of domestic violence and its effect on the community. Employees have
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CASE STUDY: Cal-Maine Foods uses Altitude IG for Migrating Data
Wed, Dec 16th 2015 10:20a   Kayla Badini
“Altitude IG has saved us hundreds of hours and, more than that, it was so simple and took the stress out of the project” – Logan Hayes, Cal-Maine IT Department Cal-Maine Foods, Inc. is the largest producer and marketer of shell eggs in the United States. In fiscal 2015, they sold over 12 billion shell eggs, which represents approximately 23% of domestic shell egg consumption. In this case study, Cal-Maine will explain: Challenge at hand The solution and how the brand came to its de
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Discovery Attender Features: Filtering Options
Mon, Dec 14th 2015 12:52p   Marta Farensbach
The flexibility offered by the search criteria in Discovery Attender allows users to fine tune criteria to pinpoint specific documents that satisfy eDiscovery and other requirements. In this latest installment of the series, highlighting the lesser known features of Discovery Attender (see previous posts for other topics), we will explore the choices available using the post-search filtering options that helps users further refine their result sets.  The features dedicated to filtering are
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CASE STUDY: The Cleveland Browns Score Big with Sherpa Software’s Altitude IG®
Wed, Dec 9th 2015 1:47p   Kayla Badini
“The results and support have been great and we are looking forward to conducting our review process quicker and easier” – Brandon Covert, Director of IT, Cleveland Browns The Cleveland Browns implemented Sherpa Software’s Altitude IG platform for eDiscovery and policy management.  This feature rich tool would enhance collaboration between IT and legal allowing them to organize the overall process. This case study highlights the Cleveland Browns’ experience, inc
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Discovery Attender: Automatic Labels
Wed, Dec 9th 2015 9:13a   Marta Farensbach
Continuing our series on lesser known features of Discovery Attender, this article hopes to encourage users to spend some time with Automatic Labels.  Introduced back in version 3.0, this option piggy-backs onto the search process to apply a label (or tag) to any result item that matches a secondary set of criteria entered by the user. Traditionally, if a user wanted to add a secondary  set of search criteria, they would run another search or index the result set which can add hours to produc
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5 Steps to Take When You Receive A Corporate Policy Directive
Thu, Dec 3rd 2015 10:43a   Harvey Coblin
Retention polices are the core of a strong Information Governance strategy. They are enacted for a variety of reasons, from complying with government regulations to creating a proactive and defensible litigation response plan. Below are five steps to think about if you are tasked with developing a corporate retention policy: Create a data inventory. It may sound obvious, but you need to know what data is in your organization and where it is located before it can be secured.  To help gain th
5
The Essential Guide for Understanding & Executing Legal Holds
Fri, Nov 27th 2015 9:49a   Kayla Badini
“A business simply cannot afford the risk or cost of operating without an established and tested plan for litigation” Too frequently, organizations are unprepared for litigation that comes their way. Regardless of other projects or problems competing for attention, a business simply cannot afford the risk or cost of operating without an established and tested plan for litigation. A critical component of that plan is a proper legal hold strategy. In this paper, we’ll review key details abou
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Data Migration Options for Archive Attender
Tue, Nov 17th 2015 6:43p   Marta Farensbach
Many companies are migrating electronically stored information from on-premises deployment to cloud based data stores. As part of this transition a number of customers are researching the interaction of these online offerings with Sherpa Software’s products.  The good news is Altitude IG, Sherpa’s latest platform, has been designed since its inception to enforce policy, analyze data and provide eDiscovery searching in Office 365.   Sherpa also offers options, outlined in this post, for cu
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Coming Soon for Discovery Attender, Version 4.0
Fri, Nov 13th 2015 5:16p   Marta Farensbach
At Sherpa Software, we believe that customer feedback is the key ingredient in creating a reliable product and a credible brand.  Your requests certainly formed the backbone of new features we will be including in Discovery Attender 4.0, which is currently under development.  Users have been clamoring for enhancements in three particular areas: reporting, performance, and more search options.  We’re happy to report that the new functionality for 4.0 adds updates in all these areas. Exch
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Wake up and smell the information trends: an education in eDiscovery
Thu, Nov 5th 2015 9:54a   Doug Yarabinetz
I am often derided by my co-workers for organizing all my ‘save-worthy’ emails in folders.  It’s a fairly rudimentary system of classification but it helps me find what I need quickly rather than searching through thousands of old emails for a subject or sender I can’t even recall.  One such folder that is busting at the seams is labeled ‘Educational.’  This is the folder I use to collect any relevant emails with information, attachments, or links to industry specific educational
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Off the topic: Become a tailgating all-star
Thu, Nov 5th 2015 9:10a   Stephanie DiPaolo
Tailgating – it’s what you get when you mix fall, football, and food. Many claim it’s an art form rather than a science. Nonetheless, each region has their own traditions; those that have been perfected over the years. So when you’re invited to a tailgate (or throw your own tailgating event), the pressure of becoming the next tailgating master can be quite overwhelming. Fortunately, we’ve got you covered. Below is a list of the essentials from preparation to recipes to activities. All
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Coming Soon for Discovery Attender, Version 3.92
Thu, Nov 5th 2015 9:09a   Marta Farensbach
At Sherpa Software, we believe that customer feedback is the key ingredient in creating a reliable product and a credible brand.  Your requests certainly formed the backbone of new features we will be including in Discovery Attender 3.92, which is currently under development.  Users have been clamoring for enhancements in three particular areas: reporting, performance, and more search options.  We’re happy to report that the new functionality for 3.92 addresses updates in all these areas.
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Three Need-to-Know Components of Legal Hold
Thu, Nov 5th 2015 9:07a   Jeff Tujetsch
Legal hold. What does it mean to you? Ask one person and you will be told that it means the preservation of data for the custodians within an eDiscovery process. Ask another and the answer is the notification process (with optional acknowledgment) to all involved custodians. So, which is the right definition? Actually, they both are and that’s where the confusion lies. Legal hold means different things to different people and unless there is full clarity on the subject, assumptions are mad
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Why SMBs Need Policy Management & Enforcement
Thu, Nov 5th 2015 9:06a   Rick Wilson
A recent study conducted by AIIM, Association for Information and Image Management (www.aiim.org/research), reported that 52 percent of the members surveyed are actively working toward implementing a content management process within their organization. Results from a Sherpa Software survey correlate AIIM’s findings with a sound 50 percent of respondents indicating they have a mandate to enforce a policy directive targeting electronic content: Click the image above to view the infographic. Sin
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Why Data Mapping is Critical to Managing Corporate Data
Thu, Nov 5th 2015 9:02a   Harvey Coblin
“There are known knowns. These are things we know that we know. There are known unknowns. That is to say, there are things that we know we don’t know. But there are also unknown unknowns. These are things we don’t know we don’t know.” – Donald Rumsfeld “Know your data. Unknown unknowns are a no-no.” – Sherpa Software Tangible assets are easy to define, and presumably, to find. These are the things your company owns – cash, inventory, real estate, equipment,
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Important Exchange 2016 Information for Mail Attender Clients
Tue, Nov 3rd 2015 9:17a   Rick Wilson
On October 1, 2015 Microsoft announced the general availability of Exchange Server 2016. This release has particular significance for Sherpa Software clients who are using Mail Attender for Exchange. For over a decade, Sherpa’s Mail Attender product has utilized the MAPI connection method to provide our clients with rich mailbox management capabilities. In Exchange Server 2016, Microsoft has deprecated support for MAPI in lieu of the more modern Exchange Web Services (EWS) connection method. T
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Top 10 Horror Movies for Halloween
Thu, Oct 29th 2015 10:52a   Kayla Badini
You’ve got your pumpkins carved, bought all your candy for the trick-or-treaters, and your costume ready. What’s left but to sit down and watch a horror movie to complete your Halloween weekend?! If you are not sure which classic to pick, Rotten Tomatoes has compiled a list of the best-reviewed movies of all time complete with all the zombies, vampires, serial killers , monsters and more to give you nightmares for weeks to come. 10. Rosemary’s Baby – A 1968 movie starring Mia Farrow, Joh
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[Video] Sherpa Altitude IG: An Overview
Mon, Oct 26th 2015 9:18a   Stephanie DiPaolo
Introducing Sherpa Altitude IG, the complete, cost-effective solution for Information Governance & eDiscovery. Altitude IG provides a comprehensive suite of tools to support multiple organizational functions from a single platform. Offering a high degree of flexibility, Altitude IG allows information professionals to craft a solution that best fits their individual information governance and eDiscovery needs. Watch the video to learn more! The post [Video] Sherpa Altitude IG: An Overview ap
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Altitude IG October 2015 Updates
Tue, Oct 20th 2015 8:41a   Sherpa Software
The Altitude IG October update introduces new features for policy management and eDiscovery modules as well as a few administrative additions.  The following list details the changes: eDiscovery Module Updates: Allows Groups to be added as eDiscovery Custodians DeNISTing of search results* Added an option to provide the full-text of original documents and emails when viewing search result details on the console Policy Management Module Updates: Added an action to Copy/Move messages from O365
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Organizing Your ESI Closet: Preparing for eDiscovery
Thu, Oct 15th 2015 10:18a   Kayla Badini
It has been said that eDiscovery is the tail that wags the information governance (IG) dog. This idiom deftly describes scenarios for companies that drag their feet in managing their information assets until they are forced into applying ad hoc measures to answer critical litigation or compliance requests.  Without effective information management, these standard tasks become costly, inefficient, last-minute scrambles. If this happens often enough or becomes expensive enough, the impetus to ena
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Infographic: Two-Question Survey on Policy Enforcement and eDiscovery
Mon, Oct 12th 2015 10:08a   Stephanie DiPaolo
We asked information professionals two questions regarding policy enforcement and eDiscovery. Have you been tasked with enforcing a policy directive? How many total hours/week does your team spend on eDiscovery? More than 115 people from eight different industries responded. From those responses, we created an infographic of the results. Click on the image below to download! The post Infographic: Two-Question Survey on Policy Enforcement and eDiscovery appeared first on Sherpa Software.
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White paper: Understanding Data, The Value of Reporting and Analytics to Your Business
Mon, Oct 12th 2015 10:05a   Stephanie DiPaolo
Using reporting and analytics software, your internal teams can assemble and analyze organizational data to identify key details from data sets before outside counsel is brought in for eDiscovery.  When was the last time you looked closely at your organization’s unstructured data? What insights did you gain that you used to inform business decisions? If you’re not able to answer those questions, trust us, you’re not alone. Despite its value, data or information reporting and analytics is
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White paper: Understanding Data, The Value of Reporting and Analytics to Your Business
Wed, Oct 7th 2015 4:23p   Stephanie DiPaolo
Using reporting and analytics software, your internal teams can assemble and analyze organizational data to identify key details from data sets before outside counsel is brought in for eDiscovery.  When was the last time you looked closely at your organization’s unstructured data? What insights did you gain that you used to inform business decisions? If […]
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Infographic: Two-Question Survey on Policy Enforcement and eDiscovery
Wed, Oct 7th 2015 9:29a   Stephanie DiPaolo
We asked information professionals two questions regarding policy enforcement and eDiscovery. Have you been tasked with enforcing a policy directive? How many total hours/week does your team spend on eDiscovery? More than 115 people from eight different industries responded. From those responses, we created an infographic of the results. Click on the image below to […]
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Automating Policy Management
Wed, Sep 30th 2015 2:32p   Kristin Mager
In today’s technology-driven world, many tasks have become automated.  From automatic bill payments to monitoring home surveillance and online shopping these automated processes have made our lives more efficient and allow us to spend time on other tasks.  When it comes to policy management though, is it better to automate the processes or continue to […]
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eDiscovery Goes Virtual
Wed, Sep 23rd 2015 3:30p   Doug Yarabinetz
Large enterprises are no stranger to eDiscovery.  Whether it’s because of their sheer size, complexity, or the compliance demands their specific industry dictates, eDiscovery is an ongoing process that is so common, it is embedded within their core DNA.  These large organizations often have eDiscovery departments entirely dedicated to responding to eDiscovery requests initiated by […]
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Altitude IG September Updates
Thu, Sep 17th 2015 3:26p   Rick Wilson
The Altitude IG September update introduces new features for the eDiscovery, Reporting & Analytics and Policy modules as well as some administration updates. The following list details the changes in each area: eDiscovery Module Updates Added an option to exclude particular labels when creating an eDiscovery collection (i.e. “collect all but the results labeled Privileged”) Added the ability for each user […]
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Targeting Recurring Calendar Entries with Mail Attender
Wed, Sep 16th 2015 1:47p   Harvey Coblin
Mail Attender for Windows, Sherpa’s mailbox and PST management and migration solution, has many uses. One of its more common uses is to locate documents that meet some age criteria and either delete or archive them. Typically, these types of Rules specifically target email messages, but occasionally the Rules are pointed at Calendar entries as […]
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The Evolution of Data Storage
Wed, Sep 9th 2015 9:59a   Marta Farensbach
As Sherpa Software celebrates 15 years of providing information governance solutions to our customers, what better way to see where we’ve come from than to take a peek at history?  Today, huge amounts of data are being created and stored at record rates, and the cloud has become the major storage medium.  But how did […]
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September 2015 Newsletter
Tue, Sep 1st 2015 4:24p   bhat67i
The post September 2015 Newsletter appeared first on Sherpa Software.
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4 Steps to information management
Tue, Sep 1st 2015 3:30p   Sherpa Software
An EMC Digital Universe Study last year predicted that by 2020 there will be nearly as many digital bites as there are stars in the universe. With that correlation, to say that managing ESI is a growing problem would be a gross understatement. What we outline below are four high-level steps for creating an information management structure […]
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Gravity, physics, and the mysteries of dark data
Thu, Aug 27th 2015 1:03p   Harvey Coblin
  Cosmologists and astrophysicists have long hypothesized about the existence of “dark matter,” a mysterious, invisible substance inferred by the gravitational behavior of the large-scale structure of the universe. While unseen by telescopes, dark matter may account for most of the total mass of the cosmos, and its presence explains such esoteric observances as the […]
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Are eDiscovery Policies a part of your risk management plan?
Tue, Aug 25th 2015 12:50p   Kayla Badini
Electronic discovery (also called eDiscovery) refers to any process in which electronic data is sought, located, secured, and searched often with the intent of using it as evidence in a legal case.  Discovery of electronic records has become a concern in litigation, government and regulatory investigations.  Having policies in place to manage and store this […]
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Off the topic: 10 must-do fall activities
Mon, Aug 24th 2015 1:08p   Stephanie DiPaolo
The crisp air and chilly nights have begun rolling in, which means it’s time to soak up the last few weeks of decent weather.  If you’re like most people, you can’t believe how fast summer went this year and you’re determined to make the most of the fall season. Before you know it, we’ll all […]
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Policies for your organization’s IG strategy. Classification, we don’t need no stinking classification.
Mon, Aug 24th 2015 1:05p   Jeff Tujetsch
Just because you’ve created retention policies for email and files, it in no way means you are done. Actually, the fun is about to begin. First and foremost, you are never actually done with information governance (IG). The process is something that lives as long as you have data, and new data is growing at […]
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Afraid of the dark data?
Mon, Aug 24th 2015 1:03p   Rick Wilson
Throughout our blog, we’ve provided a substantial amount of content about how to prepare for and implement an information governance initiative within your organization. Most of that advice is geared toward managing information that your governance team knows about. As is often the case, putting a plan in place to manage information that you don’t […]
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The value of filtering & culling in eDiscovery
Mon, Aug 24th 2015 1:01p   Marta Farensbach
Gathering electrically stored information (ESI) for the purposes of litigation is a common task for an IT department. Often this takes the form of a ‘collect everything’ approach and with it huge volumes are sent out for processing and review.  Without a pre-search step, which filters this information, companies are missing an excellent chance to […]
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Finding PCI & PII in Your Organization
Wed, Aug 19th 2015 3:14p   Marta Farensbach
Just about every day, the national headlines include stories about data breaches that have compromised the security of thousands or millions of confidential electronic records, often containing credit card or social security numbers.  Usually, these occur at organizations found to be in violation of various regulations or industry standards designed to prevent  such incursions.  These notable hacks and thefts have prompted organizations to look […]
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Small Business & Policy Enforcement: Why it Matters
Wed, Aug 12th 2015 3:28p   Marta Farensbach
Many companies in the small or medium business (SMB) space assume that information governance and policy management concerns are solely the domain of large enterprises. That misconception couldn’t be further from the truth.  SMBs are bound by the same regulations and are exposed to many of the same risks as their larger counterparts.  Regulatory requirements, […]
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[INFOGRAPHIC] 5 Reasons to Use Sherpa Altitude IG
Wed, Aug 5th 2015 8:38a   Stephanie DiPaolo
Choosing an information governance (IG) vendor is no easy task. Most organizations are asking themselves: What value will an IG solution provide me and my team? Is there an IG vendor that I can trust? Does a single platform exist that can manage all of our needs? Are those applications easy to install and use? […]
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Should Dark Data be brought to light?
Fri, Jul 24th 2015 10:10a   Kristin Mager
Dark data has become a topic of interest for many companies over the last few years.  So, is the term as scary as it sounds?  What is dark data?  Gartner defines dark data as “the information assets organizations collect, process and store during regular business activities, but generally fail to use for other purposes (for […]
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Searching for External Email Messages
Tue, Jul 21st 2015 11:33a   Harvey Coblin
Customers often ask how to use Discovery Attender to identify messages sent from or to someone outside their organization.  When dealing with a single domain, say sherpasoftware.com for example, the search is straightforward. You would simply use ‘Address’ as your criteria, and on the Search Wizard’s ‘Choose address’ page, use the ‘Find Any Address listed […]
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The future of cloud email and why it’s here to stay
Wed, Jul 15th 2015 9:49a   Marta Farensbach
Cloud-based email offerings have become one of the hottest trends and is a consideration for IT departments across the globe.  By migrating email to hosted providers, companies allow vendors to handle all the pesky details of hardware and network management while they focus on their own core business.  Because of this, many organizations have seen improved efficiency and […]
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White Paper – “EDiscovery – On-Demand vs. On-Premises”
Thu, Jul 9th 2015 9:48a   Marta Farensbach
SaaS, hosted, and on-demand – oh my! New eDiscovery solutions have popped up everywhere as vendors catch up with the rapid shift to the cloud – a trend that has overtaken the world of information technology. These changes are happening quickly. According to IBM, over a quarter of the world’s applications will be available in […]
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Altitude IG – Platform Updates for July
Wed, Jul 8th 2015 11:57a   Rick Wilson
The Altitude IG July update introduces new features for the eDiscovery, Reporting & Analytics and Administration modules. The following list details the changes in each area:  eDiscovery Module Updates eDiscovery searches can be configured to return the full text of a portion of the search results set. When creating a search, the number of full-text results to return (between 100 […]
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Off the topic – What happens online in 60 seconds and social media as a game changer
Tue, Jul 7th 2015 11:42a   Stephanie DiPaolo
If you’re reading this, then you are one of the billions of people participating in online activity each and every day. Sure, that’s not a surprising fact, but are you aware of the staggering amount of updates, additions, and interactions that occur in just one minute? Think about it. Whether you send emails, post on […]
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Musings on Chip & PIN – or – Don’t Cry for Me, Argentina
Tue, Jul 7th 2015 11:35a   Harvey Coblin
As part of the technical support team at Sherpa Software, I often receive calls asking how to use our eDiscovery tools to scan for Payment Card Industry (PCI) data, whether it’s located in email messages or attachments or on file shares. In the past, I’ve written extensively about the recent rash of credit and debit […]
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Policies for your organization’s IG strategy. Piles of files!
Tue, Jul 7th 2015 11:34a   Jeff Tujetsch
In a previous blog article, I talked about what to consider when creating retention policies for email. I spoke about things to consider when managing messages. Now, it’s time to talk about the elephant in the room- files. Many email administrators think that messages would win the prize for existing in the most locations and […]
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Improving eDiscovery: Creating a tighter collaboration between Legal & IT
Tue, Jul 7th 2015 11:32a   Rick Wilson
One of the intriguing benefits that organizations can realize as they move toward a more integrated information governance strategy is improved collaboration between interdepartmental teams. This is especially true of collaboration between legal and information technology – two groups that often exhibit a rather acrimonious relationship. It’s not difficult to understand how the rift between […]
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July 2015 Newsletter
Wed, Jul 1st 2015 4:22p   bhat67i
The post July 2015 Newsletter appeared first on Sherpa Software.
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Newly-released industry content: information governance, eDiscovery, and IT
Thu, Jun 25th 2015 8:32a   Stephanie DiPaolo
Sherpa prides itself on providing up-to-date, helpful content to all information professionals. Newly-released in June are three handbooks highlighting key industry topics, including: information governance eDiscovery information technology With more than a dozen authors, Sherpa’s blog is jam-packed with industry articles. Whether you like a quick read or an in-depth feature story, we’ve got you […]
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What’s Holding Up Your Legal Hold?
Mon, Jun 22nd 2015 11:43a   Sherpa Software
Information governance and eDiscovery are our focus at Sherpa Software, and you can’t discuss either without mentioning Legal Hold.  The legal hold process (also called litigation hold, these terms are used interchangeably), is part of eDiscovery and therefore also falls under the larger umbrella category of information governance.  The Federal Rules of Civil Procedure require an […]
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Mitigating Fraud with Internal Investigation Software
Tue, Jun 16th 2015 4:24p   Sherpa Software
Fraud is a pretty alarming scenario for any company, whether it be large or small, and it can be particularly alarming when the fraud, or suspected fraud, is internal. A company needs to swiftly handle a suspected fraud situation with finesse and without creating too much fear within the work environment. If other employees get […]
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Is your workplace environment the right fit?
Thu, Jun 11th 2015 4:05p   Kristin Mager
An employee’s workplace environment plays a key role in job satisfaction and motivation. People are more productive when they work in an environment that allows for personal and professional growth.  While money can be a motivator for many, the environment can play a larger role in performance.  If you dread coming to work each day, […]
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Now Available! Archive Attender 4.3
Thu, Jun 11th 2015 8:37a   Marta Farensbach
A new version of Archive Attender for Exchange, Sherpa’s mailbox and PST data archiving solution, has been released and is now available for download.  This update is highly recommended for Archive Attender users as it contains a number of fixes and enhancements to increase performance and usability. Some of which include: Searching Customer requested features […]
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eDiscovery Concerns: a priority among information professionals at MER Annual Conference
Thu, Jun 4th 2015 11:08a   Sherpa Software
Sherpa Software recently participated in the National Conference on Managing Electronic Records (www.merconference.com) in Chicago. MER typically attracts a large number of legal, records management and information technology professionals who are responsible for information governance (IG) initiatives within their organizations. In addition to seeing customers who are currently using Sherpa products to help managed their […]
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No, it’s not like riding a bike.
Wed, May 27th 2015 10:55a   Harvey Coblin
At Sherpa Software, we try to engineer our tools to be as simple and intuitive as possible. We also try to build in a lot of power and flexibility to give our customers the maximum value for their purchase. Unfortunately, those two goals aren’t necessarily compatible. That issue is compounded by the fact that many […]
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Technical Support: a Competitive Cheer Competition Every Day
Tue, May 19th 2015 2:18p   Shaun Cooper
I have been in the technical support field for over 15 years in one capacity or another.  My daughter has been a competitive cheerleader for six years and a Hip Hop dancer for two of the six.  Needless to say, when I started working for a software company in a technical support capacity, I didn’t […]
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Records Management, Legal and IT: Can’t we all just get along?
Mon, May 11th 2015 3:47p   Doug Yarabinetz
In any organization, when the conversation turns toward electronically stored information (ESI), it almost always revolves around three core groups.  These individuals are the lucky few whose daily routines center on the management of that information and they include legal and/or compliance, records management and of course IT.   Despite the fact that they all, at […]
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To demo, or not to demo: that is the question
Mon, May 11th 2015 3:33p   Kayla Badini
So, you are evaluating new technology solutions.  And why not, in most cases software will help your business run faster and more efficiently.  Despite the ease with which you make the call to explore new solutions, the process for evaluating them is not so easy. Traditionally, there have been two key ways to truly experience […]
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Leaders, Cheerleaders & Workers, Oh My!
Mon, May 11th 2015 8:27a   Kayla Badini
It’s always interesting when you have a company event to watch how people participate in the process.  Each person tends to take on a role and assimilate themselves accordingly.  For example, you have the leaders, the problem solvers, the cheerleaders, the workers, and the thinkers/strategist among others.  I’m sure that each of you can understand […]
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Join Sherpa Software at MER (May 18-20)
Tue, May 5th 2015 2:34p   Sherpa Software
Explore practical solutions to challenges facing the records management community MER is the only conference exclusively focused on addressing the key operational, technical, and legal issues associated with the life-cycle management of electronic records. Through formal sessions, associated networking events and exhibitors, MER seeks to provide attendees with innovative and practical solutions. Sherpa Software has […]
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Building a Collaborative eDiscovery Team
Tue, May 5th 2015 2:31p   Rick Wilson
Over the last decade, the need to perform electronic discovery (eDiscovery) has become a fact of corporate life. What began in 2006 as a legal mandate prompted by amendments to the U.S. Rules of Civil Procedure, has rapidly spread to jurisdictions in other parts of the world. Whether the need to search for electronically stored information is […]
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Pt 2 – Policies for your information governance (IG) strategy. Let’s talk email!
Tue, May 5th 2015 2:30p   Jeff Tujetsch
In my last article, I talked about where to start with your information governance (IG) strategy. If you recall, I advised to focus on email management policies first because it is still the most searched data store for most companies and is easy to get your arms around. Email is stored centrally on designated servers […]
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Is it Information Governance or File Analysis?
Tue, May 5th 2015 2:30p   Marta Farensbach
Anyone researching Information Governance (IG) will encounter the topic of File Analysis. Initially, these disciplines were related but not equivalent.  However as technology grows more all-encompassing, a new class of tools has been deployed which offer end to end file analysis, classification and remediation (FACR).  These processes form an essential building block for establishing an […]
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Tomato-Tomahto, eDiscovery & Information Governance
Tue, May 5th 2015 12:47p   Marta Farensbach
The relationship between eDiscovery and Information Governance (IG) is one of shifting perspectives and is often defined differently by diverse experts.  Are they two different words for the same thing, can they be used interchangeably and why does it matter? One opinion seems to be that eDiscovery is based upon or synonymous  with Information Governance, while another strong belief is that eDiscovery is, […]
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May 2015 Newsletter
Fri, May 1st 2015 9:56a   bhat67i
The post May 2015 Newsletter appeared first on Sherpa Software.
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April Altitude IG Updates
Tue, Apr 28th 2015 3:50p   Rick Wilson
This month’s Altitude IG updates include several new features for the recently released eDiscovery module and improvements to the connector/agent installation process. Here is the complete list: EDiscovery Search Updates Add the ability to cache results when performing an eDiscovery search Validate the syntax of eDiscovery keyword search criteria when creating the search Switch the […]
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“Keep your nose in the wind and your eye along the skyline”
Tue, Apr 28th 2015 2:37p   Doug Yarabinetz
Well, if you are a fan of the 1972 movie Jeremiah Johnson or Robert Redford for that matter, you probably recognize the title of this post.  It happens to be one of my favorite movies and seemed like a great way to alert everyone of some of the great articles, research and white papers available […]
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Discovery Attender Feature:  Keyword Tester
Wed, Apr 22nd 2015 3:43p   Marta Farensbach
One of the greatest benefits of Discovery Attender is the variety of options that can be used for keyword searching. However, a significant amount of time can be expended on trial and error in crafting an appropriate search expression.  In this installment of our series of Discovery Attender features, we will investigate the Keyword Tester.  This helpful […]
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Why eDiscovery alone is not information governance
Fri, Apr 17th 2015 10:24a   Sherpa Software
The line between eDiscovery and Information Governance has seemingly been blurred from the get go. The problem is that when you talk about information governance you can’t help but also talk about aspects of eDiscovery. Both can be described as a way of identifying, retaining, and securing electronic documents which inevitably leads you to saying […]
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CIOs Finding Business Value in Structured and Unstructured Big Data
Mon, Apr 13th 2015 11:42a   Kayla Badini
CIOs recognize how valuable both structured and unstructured data is to their organizations.  However, the process of recognizing this value differs for each data type. Structured Data As its name suggests, Information Technology (IT) knows what type of data is stored and where it is located, due to the schemas that define data types, values, […]
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Building an IT Dream Team
Tue, Apr 7th 2015 4:41p   Doug Yarabinetz
Information Technology (IT) has been around as a recognized business function with associated personnel since the 1950s, but the value placed on the department, functions, and employees today are much different than they were 50+ years ago. The role of IT primarily focused on computer and telecommunications equipment management.  Most organizations now employ predominantly knowledge workers […]
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Spring Cleaning: Scrub away ROT
Tue, Mar 24th 2015 12:03p   Stephanie DiPaolo
Spring cleaning – a time when everyone is ready to rid themselves of the winter months and refresh their homes, cars, workstations and even wardrobe. By now you’re probably receiving multiple online deals for carpet cleaning, auto-detailing, and personal cleaning services, and while all of this is most likely needed, we can’t help but ask, […]
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Sherpa Software Adds E-Discovery Module to Altitude
Tue, Mar 24th 2015 9:14a   Stephanie DiPaolo
by Sean Doherty, Law Technology News Altitude IG for info governance now supports e-discovery collection and production. Sherpa Software, an information governance and e-discovery software provider, today launched an e-discovery module for its Altitude IG product. Altitude IG is a modular, on-demand, hosted product that delivers on-premise enterprise information governance. The Altitude IG platform applies policies […]
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Discovery Attender Feature: Deduplication
Tue, Mar 17th 2015 3:23p   Marta Farensbach
In this latest installment of our series discussing helpful features, we will explore the differences, benefits and drawbacks of using the PreSearch tool or the Results based methods for deduplicating data in Discovery Attender for Windows. Deduplication (or deduping) is the process of removing duplicates from a set of data. For example, if Person A sends an email to five […]
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Information Governance Must Protect PHI Outside the EHR
Thu, Mar 12th 2015 5:00a   Stephanie DiPaolo
Author Scott Friedman, Executive Vice President at Sherpa Software Recently published in Health IT Analytics, author Scott Friedman discussed the trend of healthcare organizations storing all protected health information (PHI) in HIPAA compliant electronic health records (EHRs) systems. Additionally, he notes that patients are now sharing electronic copies of pieces of their health information, which […]
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[Off-the-Topic] Top 4 Free Cloud Storage Options in 2015
Thu, Mar 5th 2015 1:15p   Mel Moraes
Since more people are using mobile devices for writing and sharing content and files, cloud storage is becoming ever more popular – specifically, cloud storage programs that utilize mobile apps as part of the program’s offerings. Why lock away your files on a computer C drive when you can have them on-the-go? Sharing files has […]
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Applying machine learning to information governance
Thu, Mar 5th 2015 1:11p   Rick Wilson
At LegalTech 2015 in New York City last month, I took part in a panel discussion regarding the future of machine learning in information governance. It was encouraging to see the high degree of interest that many attendees had in the topic. For years, the legal community has been grappling with the best way to […]
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Policies for your organization’s IG strategy. Where do I start?
Thu, Mar 5th 2015 1:08p   Jeff Tujetsch
Policies, specifically retention policies sound so simple, don’t they? The truth is, they are anything but simple. Once you start looking at the data you have, where it is stored, and who owns it, you suddenly realize how difficult it is to assign policies. Where is your data stored? The first hurdle with assigning policies […]
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It’s not information governance, It’s information opportunity
Thu, Mar 5th 2015 1:05p   Doug Yarabinetz
Interpreting AIIM’s Executive Leadership Council Thought Paper on Information Governance In June of last year, AIIM and its Executive Leadership Council posed a series of information governance (IG) trends to 52 senior information management executives via the Information Governance Trendscape.  Subsequently, they published the results (along with a summary of the observations and recommendations) in […]
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Teamwork – Collaboration on In-House eDiscovery
Thu, Mar 5th 2015 1:01p   Marta Farensbach
Collaboration is one of the critical building blocks for handling requests for eDiscovery requests for in-house talent.  Without teamwork, time, expense, stress and risk can find their way into the collection processes.  Cooperation is most desirable to avoid disruption in critical day to day business operations. There is a legally mandated duty imposed upon opposing […]
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Latest eDiscovery Reference Model Focuses on Importance of Information Governance
Wed, Mar 4th 2015 5:17p   Sherpa Software
Wouldn’t it be great if implementing a strong information governance framework at your business were as simple as a software download? The reality is that information governance touches many areas of a business and requires stakeholder buy-in, policy development and enforcement, and a thorough understanding of information management. It’s both complex and difficult and that’s where […]
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March 2015 Newsletter
Sun, Mar 1st 2015 9:55a   bhat67i
The post March 2015 Newsletter appeared first on Sherpa Software.
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Charitable Spirit Abundant in Food Drive Campaign
Thu, Feb 26th 2015 1:00p   Stephanie DiPaolo
Since its founding in 2001, Sherpa Software has maintained, as one of its core values, giving back to the community.  Over the years, it has taken many forms.  We have offered our continued support to UPMC Children’s Hospital of Pittsburgh and the Domestic Violence Services of Southwestern PA (formerly known as Washington Women’s Shelter, Inc.). […]
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Advice for eDiscovery Collections
Wed, Feb 25th 2015 9:32a   Marta Farensbach
Sherpa Software has a myriad of resources to help you navigate your information governance challenges, including providing sound advice for eDiscovery searches.  Highlighted below are a few offerings which focus on the collection phase of eDiscovery. 1.) Brand new is a white paper by KMWorld on the “Best Practices in eDiscovery” (downloadable here, registration required). […]
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Managing Deleted Items in Office 365
Mon, Feb 23rd 2015 4:37p   Rick Wilson
If your organization has moved (or is contemplating a move) to Microsoft Office 365 email, this news could be important for you. Recently, Microsoft changed the default data retention policy on the deleted items folder to retain items indefinitely as described in this blog post: extended-email-retention-deleted-items-office-365 From an administrative point of view, this policy change […]
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Benefits of On-Demand Software Platforms
Tue, Feb 17th 2015 10:39a   Mel Moraes
As advances in cloud computing have reduced concerns around the security of SaaS implementations, many organizations have begun to move toward on-demand (or more commonly referred to as SaaS) solutions that are faster, more affordable, and provide better transparency than their on-premises counterparts. What is on-premises software?  It is software that is installed and run […]
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Jeff’s Recap: How was IBM ConnectED 2015?
Thu, Feb 12th 2015 5:18p   Jeff Tujetsch
Though the IBM ConnectED show was one-tenth the size as it was in its LotuSphere heyday (circa 1999-2001), it was still a very successful show for us. We were able to see quite a few customers (which we always enjoy) as well as speak to some potentially new ones. This was my 20th consecutive LotuSphere/IBM Connect/IBM […]
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[INFOGRAPHIC] Case Studies: Mail Attender for Exchange
Wed, Feb 11th 2015 3:33a   Mel Moraes
When many people think of Sherpa Software, they might think of Mail Attender, since the Notes version of Mail Attender is what got the company its start in the first place. Since then, our company has expanded to what it is today, offering a number of products for a wide variety of business needs. Our Mail Attender product […]




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