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October 2008

Looking at Email as a Service

Evolving messaging options could change your email strategy
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Clients are an important factor to get right because user satisfaction (and the number of calls to the Help desk) is largely determined by user interaction with the server through the client. Gmail’s standard web-based UI is simple and robust, but it could only be loved by its developers and their mothers. The biggest shock for users new to Gmail is that Gmail’s UI is devoid of the traditional folders used to organize email. Google’s perspective is that you don’t need folders to organize email because you can search for and find any message very fast. Regardless, it does take time for users to figure out how best to use Gmail.

Gmail supports POP3 and IMAP4 access so you can connect other clients including Outlook 2007, Outlook 2003, and Outlook Express if you don’t like the web interface. I prefer to use the Windows Mail client provided with Windows Vista to connect to Gmail, and this solution works well, though an occasional glitch causes the server to lose client credentials. For a comprehensive discussion about using Microsoft clients with Gmail, see my recent article “Connect Microsoft Email Clients to Gmail,” InstantDoc ID 99782.

A Hybrid Approach
You might consider combining approaches to best meet user needs. A hybrid approach means deploying inhouse email for users who need a full feature set and deploying email as a service for users who need only the ability to send and receive messages and use a calendar. However, you still have as many factors to consider when moving to a hybrid approach as when you migrate from one email system to another:

Interoperability. A Google Docs user with a Gmail account must be able to open and view a Microsoft Word attachment sent by an Exchange user, make changes to embedded tables while preserving the format, and send it back to the Exchange user.

Migration. You should be able to move user data from one environment to another, including transferring data from a legacy email system.

Portabiility. You should be able to transfer user mailboxes between all of the email systems deployed in the enterprise (including legacy systems) without data loss. Ideally, there should be a highly automated process to move mailboxes.

Compliance. Users who must comply with legislative or regulatory requirements should be assigned to an email service that can support this need. Exchange of information between both of the email services must comply with these regulations.

e-discovery. You need to capture and archive messages that flow between the email services to meet e-discovery requirements.

Security. Both of your email systems should support common methods to sign and encrypt messages.

Directory. The email systems should share a common directory that people can use to validate email addresses, check organizational information, and so on. Common distribution lists (groups) should also be available.

Service management. It’s relatively easy to commit to a Service Level Agreement (SLA) for email that’s managed inhouse but harder when responsibility for the delivery and availability of the service is moved “into the cloud.” It’s even more complex when you have different service providers managing different email services. It’s possible that a company might have to upgrade its Internet access if it switches network traffic from predominantly internal access to email servers to exclusive access to cloud-based servers, or a mixture of both.

Outsourced Hosting
With outsourced hosting, a customer contracts with an outsourcing provider to run the email application in the provider’s data center. For example, if you elect to use Exchange, Outlook clients access email over the Internet using RPC over HTTPS (aka the Outlook AnyWhere feature in Exchange 2007) and network proxies direct client traffic from the customer network across the Internet to the provider’s data center. The advantage of outsourcing is that you purchase an email service at a known cost for as many mailboxes as required. You don’t have to worry about systems administration, software or hardware upgrades, capacity planning, management and monitoring, and all of the other work required keeping an email system running smoothly. An email hosting solution can also support hybrid systems and deliver both full-function and basic email to different user communities within the same company.

Buying email from a cloud-based service offers the promise of lower cost but the potential loss of some functionality. However, it’s possible to reduce cost while preserving functionality by outsourcing email to a provider who offers full-function products (i.e., Exchange) delivered from the Internet at a predictable cost. Many service providers offer hosted Exchange, chiefly for small-to-midsized businesses (SMBs), and they typically use the same kind of infrastructure that Microsoft has built for its email-as-a-service solution. What’s different is the combination of outsourcing the service with Internet access. Traditional outsourcing runs applications such as email as part of a customer’s IT infrastructure or in the service provider’s data center with dedicated network access for clients who wish to connect to the service. Because Exchange 2007 is more flexible than its predecessors, hosting based on this platform is now the standard for outsourcing companies who use the Microsoft platform.

What Should Your Company Do?
The advent of email as a service is just another change you need to take into account as you consider how to deliver email to users in the future. A simple fivestep approach can help to crystallize the discussion about email and prepare you to balance demands from different constituencies in your company. For example, users will be interested in large mailboxes that they see available from Google while the CIO will want to restrict costs of deployment, operations, and support.

1. Don’t panic. If your current system is based on outdated software that will no longer be supported, now is a good time to consider options and plan for early action. On the other hand, if you’ve recently upgraded to the latest software release on new hardware, you’ll want to realize value from this investment and not change anytime soon.

2. Know what you have today. Understand your current email infrastructure, from the basic hardware and software to clients and add-on products. Assess the benefits and drawbacks of the current email system and compare it against the potential benefits of a new email system. You also need to understand how the email system is used today including aspects such as traffic volume, patterns (internal versus external, daily peaks, weekend use), user types (roaming, office, executive, basic), and numbers, as well as the dependencies that exist with other parts of the infrastructure such as the enterprise directory.

3. Cost the change. Even an upgrade to a new version of your current email system incurs some cost. You need to understand how much short-term and long-term investment is required for the move. The cost categories that should be considered include

  • Transition—what work needs to be done to move from one email system to another?
  • Migration of user data, system data, and applications
  • Operations and monitoring
  • Possible need for new software and hardware
  • Support (clients and server)
  • Network—your current network is probably designed to handle the load generated by clients to internal servers, but can it handle connectivity if you switch to consuming services from the Internet?
  • Add-on products such as antispam, antivirus, mobile devices, and fax connectors

4. Involve users. If you decide that moving to a new service is a good idea, test the user experience with a variety of people so that they understand the advantages and disadvantages of moving. Get user input: Some esoteric scheduling feature that involves multiple calendars might be unimportant to you but critical to them.

5. Have a Plan B. Before making a major change in your email strategy, you should know what to do if the change doesn’t work. For example, let’s assume that you plan to move 10 percent of the user population to email as a service. Have a plan in place if and when users complain about missing features, network latency, client interfaces, or anything else. The plan may call for you to back out of the new system or specify how to make changes (including any additional costs) to improve the system so that it meets user expectations.

Making Your Decision
Although SaaS makes it easy to buy and use a service such as email, it doesn’t make the decision-making process any easier. In fact, it can complicate matters. But equipped with the information you’ve gained, you will now be able to make a data-driven rather than emotion-driven plan for future email services.

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