MacDougall, MacDougall & MacTier, Inc. Finds Comfort and Reliability In LiveOffice Cloud

SaaS-Based Email Archiving Solutions Meet Compliance and Backup Needs, Simplify Use and Reduce Costs

TORRANCE, Calif., June 16, 2010 – LiveOffice, the number-one provider of software-as-a-service (SaaS) email archiving, email compliance and email continuity solutions, today announced that MacDougall, MacDougall & MacTier (also known as 3 Macs) has deployed LiveOffice AdvisorMail, LiveOffice Discovery Archive and LiveOffice Personal Archive to seamlessly meet stringent financial services compliance requirements in Canada.

3 Macs is an independent, employee-owned investment firm focusing on wealth creation and management. Founded in 1849, 3 Macs has seen five generations of MacDougalls throughout its 160-plus-year history. The firm provides high-quality investment advice on the foundation of four fundamental principles: integrity, independence, performance and service. With four branches spread across Canada and a total of 235 mailboxes, having a reliable email archiving solution is a must.

Software-as-a-Service (SaaS) wasn’t a new concept for 3 Macs. The firm had been using SaaS for seven years, but was looking for a change. “Choosing the right SaaS provider had to do with comfort level, and we were very comfortable with LiveOffice, its staff and its service,” said Glenn Lefrancois, vice president of information technology. Aside from overall comfort, cost, reliability and support help were 3 Macs’ key considerations for choosing an archiving vendor. “Since this [archiving] isn’t our core business, we really needed someone to hold our hand and walk us through the process,” Lefrancois continued. “LiveOffice was there every step of the way. Their sales representative, account manager and the engineering team were great!”

As a stockbrokerage institute, 3 Macs needs to comply with various laws, regulations and industry rules. The firm must be able to provide proof of emails and chain of custody, if necessary. On average, Lefrancois and his team have to conduct at least two searches a week, including corporate-wide searches. LiveOffice AdvisorMail, combined with LiveOffice Discovery Archive and LiveOffice Personal Archive, allows the organization to do just that—and much more.

Lefrancois marveled at the simple setup and smooth transition to the new system. “We conducted a couple of mock runs and expected 10 percent of users to run into issues. We went live at 1 p.m. on a Friday, and we were confident by 3 p.m. I didn’t have to worry about it after that. Journaling was new to us, but LiveOffice provided step-by-step instructions and it just worked – very cool! We learned a lot in the process.”

Mailbox quotas were a big consideration for 3 Macs because of storage costs. Personal Archive has made a big difference throughout the organization. End users can keep their inboxes clean and manageable without worrying about losing important emails, because they have unlimited mailboxes. “End users are still in the process of getting used to it, but the feedback is positive so far,” said Lefrancois. “In our world [IT], no news is good news. I like it a lot. Searches are very powerful and fast, and finding a sent email is much faster than it was with our previous provider. We used to get 10 to 12 calls a week. Now we only get one, which would be considered a bad week.”

LiveOffice’s unlimited mailbox feature makes a big difference, especially when it comes to budget. “Because LiveOffice only charges per email box instead of by email volume, we’ve seen a 72 percent savings,” said Lefrancois. “In addition, we don’t have to pay for aliases with LiveOffice.” Overall, he considers the switch to LiveOffice a “big, big success.”

About LiveOffice

LiveOffice is the number-one provider of software-as-a-service email archiving, email compliance and email continuity solutions, with more than 10,000 clients and a 97-percent client-retention rate. Founded in 1998 and backed by leading private-equity firm Summit Partners, the company has more than 150 employees with deep experience in messaging, including executives and board members from Symantec, Microsoft, FrontBridge and Postini. For more information, call 800.374.2032 or visit www.liveoffice.com. Visit the LiveOffice Blog at http://blog.liveoffice.com or follow us on Twitter at http://www.twitter.com/liveoffice.

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