DocuSign Envelope ID: 17ABE6C7-DBD1-48AD-9645-B02FB6757741

Proposal and Statement of Work

Presented to OpenText

August 8, 2023
Project OPX-23014-B rev2

Osterman Research
United States • New Zealand
+1 206 929 3195 x101
[email protected] • www.ostermanresearch.com • @OstermanRsch
DocuSign Envelope ID: 17ABE6C7-DBD1-48AD-9645-B02FB6757741

CONFIDENTIAL

INTRODUCTION

Osterman Research is pleased to provide this proposal and statement of work to OpenText for
preparing a new white paper on data protection, with a focus on security and ransomware.

CONTACT INFORMATION

Primary OpenText Contacts: Ally Fink

Telephone: +1 443 613 7700
Email: [email protected]

Primary Osterman Research contacts: Michael Sampson

Michael D. Osterman
Telephone: +1 206 929 3195 x101 (Sampson)
+1 206 683 5683 (Osterman)
Email: [email protected]
[email protected]

SCOPE OF WORK

Prepare a new white paper for OpenText on data protection, with a focus on security and
ransomware.

Present a webinar in conjunction with OpenText when the new white paper is ready.

DELIVERABLES

Osterman Research will provide the following deliverables to OpenText:

• Online meeting to discuss the new white paper

Osterman Research will hold an online meeting with OpenText to identify issues to discuss
in the new white paper.
• White paper
Osterman Research will produce a white paper based on the findings of the research
(expected length is up to 20 pages, or shorter if OpenText prefers). As many iterations of the
white paper will be provided as necessary to satisfy the project requirements.

• Present at a webinar hosted by OpenText

Osterman Research will present the highlights of the issues discussed in the white paper at a
webinar hosted by OpenText. The webinar can be held on any mutually agreeable date
within six months of completing the white paper.

© 2023 Osterman Research

DocuSign Envelope ID: 17ABE6C7-DBD1-48AD-9645-B02FB6757741

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• Availability for questions

Osterman Research will remain available indefinitely to answer any subsequent questions
that may arise on the project and/or deliverables, including press inquiries.

TERMS AND CONDITIONS

The fee for the white paper and webinar is $15,000.

Upon acceptance of this proposal, an invoice for the white paper will be submitted to OpenText
(terms net 45 days – per standing agreement between OpenText and Osterman Research).

BILLING ENTITY
The billing entity will be Osterman Research Limited, a New Zealand legal entity. This is the New
Zealand office of Osterman Research.

SPECIAL TERMS
The parties agree to be bound by the terms of the Purchase Order issued by OpenText which
will govern and supersede any terms of this Statement of Work.

CONFIDENTIALITY
Osterman Research recognizes that, due to the nature of its services, our staff members may be
exposed to confidential and proprietary information regarding OpenText’s business. Osterman
Research agrees to keep all such information confidential, not to use such information except
for the purpose of performing the services under this agreement, and to ensure our staff
members do the same.

OWNERSHIP OF DELIVERABLES
OpenText shall be the owner of any deliverables of the services.

OTHER FEES
No other fees or expenses will be charged under this proposal without the advance, written
approval of OpenText, although no other fees are anticipated.

PROPOSAL DURATION AND SCHEDULE

This proposal is valid through August 23, 2023.

Once approval for the white paper is received, a schedule will be developed in consultation with
OpenText.

© 2023 Osterman Research

DocuSign Envelope ID: 17ABE6C7-DBD1-48AD-9645-B02FB6757741

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QUALIFICATIONS OF OSTERMAN RESEARCH

Osterman Research help vendors, IT departments and other organizations make better decisions
through the acquisition and application of relevant, accurate and timely data on markets, market
trends, products, and technologies. We also help vendors of technology-oriented products and
services to understand the needs of their current and prospective customers.

Osterman Research provides timely and accurate international market research, cost data, cost
models, benchmarking information, and other services to technology-based companies. We do
this by continually gathering information from IT decision-makers and end-users of information
technology. We analyze and report this information to help companies develop and improve the
products and services they offer to these markets or to internal customers.

Osterman Research has developed numerous cost models that compare the cost of various
messaging solutions, including hosted/managed versus on-premises solutions.

Among the things that make Osterman Research unique is our market research panel: a large and
growing group of IT professionals and end-users around the world with whom we conduct our
research surveys. This allows us to conduct surveys quickly and accurately with very high response
rates. We are continually developing our panel of IT professionals and end-users into one of the
leading sources of information for companies that offer products and services in the IT space.

© 2023 Osterman Research

DocuSign Envelope ID: 17ABE6C7-DBD1-48AD-9645-B02FB6757741

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CLIENTS
Osterman Research’s clients include (please note that some companies listed were later
acquired by other companies, but are included in this list for the sake of completeness):

1105 Media CyCognito Malwarebytes SearchExchange.com

123 Together Cyren McAfee, Inc. SECCAS
3n (Everbridge) Dell MediaPro Holdings, LLC Secure Computing
Abaca Dexrex Mendocino Software Securit International
Accellion DigiPortal Software MessageGate Security Financial Life
Actiance Dropmysite MessageLabs Sendio
Adomo Druva MessageOne Sendmail
ADP Echoworx MessageRite Sherpa Software Group
Agari Educom TS MessageSolution Sigaba
Alcatel USA Electric Cloud Micro Focus Simply Mail Solutions
Alcoa, Inc. Electric Mail Microsoft Corporation Skybox Security
Alt-N Technologies EMC Corporation MimeCast Smarsh
America Online encryptX Corporation mindSHIFT Technologies Socialtext
Anomali Endeavors Technology Mirapoint SonicWall
Approov Entrepid MX Logic Sonrai Security
AppRiver Entrust MynextMail Sophos
Apptix Esna NemX Spamhaus
Arcserve Everyone.net NetGovern SpamTitan
Archive360 Exterro Network Appliance Spoken Translation
Arvato Systems GmbH First Citizens Bank Neurlogic Sprint
Astaro AG Forcepoint Neverfail St. Bernard Software
AttachSTOR, Inc. Fortinet New Venture Partners State of Maine
Avaya FrontBridge Technologies Nexor Limited Storage Made Easy
Avinti General Motors Corp. Nokia Corporation StorageTek
AXS-One Genesys Telecom Northseas AMT Sun Microsystems
Axway GFI Software Ltd. Notify SurfControl plc
Azaleos Corporation Global Relay NTT America SydneyPLUS International
Backblaze Goodmail Systems Nuix Symantec
Bain & Company Google Ogilvy Renault Synetek
BakBone Software Government of PEI OpenText T-Systems Schweiz AG
Banter Systems, Inc. Griffith University Openfind Information TechTarget
Barracuda Networks GROUP Technologies AG OVHcloud Telehouse Europe
Bay Dynamics GWAVA Palo Alto Exchange TeleMessage
BIO-Key International Habeas Patron Systems Telvim
BitSight HPE Perimeter E-Security Teneros
BlackFog Hitachi Data Systems Permessa (DYS Analytics) TeraCloud Corporation
BOCES HubStor PGP Corporation TextGuard
Boeing Company IBM Corporation Pictet & Cie ThreatTrack Security
Box IceWarp PistolStar TITUS
Brightmail, Inc. IFE Ltd. Placer County OE Topia Technology
BT Syntegra iLumin Software Services Plasmon TrapX Security
C2C Systems Limited Imanami Postini Trend Micro
CA Imation PostPath Trustwave
Carbon Black IMlogic Predictive Consulting Unify Square
Cemaphore Systems Immersive Labs Progress USA.NET
Certeon Infoblox Proofpoint Usinternetworking
Certivox Instant Infosystems QUADROTech VASCO
CIBC Intel Corporation Quest Vector ESP
CipherTrust IntelliReach Corporation Radware VERITAS Software Corp.
Cisco Intermedia Recommind Viewpointe
Citrix Systems Internet Commerce Aust. Reconnex Virsec
City of Seattle Intradyn Red Hat VMware
ClearStory Systems Intralinks Redmond Media Vodafone
Clearwell Systems Iron Mountain Reed/LexisNexis WatchGuard Technologies
Cloudmark IRONSCALES Reflexion Waterford Technologies
CMS Watch Jatheon RenewData Watson Wyatt Worldwide
Cobweb Solutions Juniper Networks RenewData Corporation WebEx Communications
Code Green Networks Kaspersky Research in Motion Webroot
Colligo Networks King & Union Reuters Websense
Commtouch Software Ltd. KnowBe4 Robinson Memorial Workshare
CommVault Knowledge Vault Rockefeller Foundation Yahoo!
Concentric Kroll Ontrack RSA YouSendIt
Concept G LLC Legato Systems Safend Yubico
ConnectSolutions Lifecare Ctrs. of America SAIC Zerospam
Converge LiveOffice Scalix Corporation Zix
Convergence Limited Lucid8 ScanSafe ZL Technologies
Cox Communications MailStore Seagate Zscaler

© 2023 Osterman Research

DocuSign Envelope ID: 17ABE6C7-DBD1-48AD-9645-B02FB6757741

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AUTHORIZATION

Please indicate approval to perform the work discussed in this proposal (Project OPX-23014-B
rev2) by completing the appropriate areas below and returning to Osterman Research at
[email protected]. A DocuSign version of this proposal will be sent upon request.

We authorize Osterman Research to provide the following services to OpenText:

q White paper and associated webinar at $15,000

Osterman Research OpenText

______________________________ _______________________________
(Signature) (Signature)
Michael Sampson Howard Cheng
_______________________________ _______________________________
(Name) (Name)
Principal Analyst Director, Sourcing
_______________________________ _______________________________
(Title) (Title)
August 15, 2023 | 10:40 AM PDT August 15, 2023 | 12:45 PM EDT
_______________________________ _______________________________
(Date) (Date)
_______________________________
4500050211
(Purchase order number)

Amy Perry

Osterman Research
United States • New Zealand
+1 206 929 3195 x101
[email protected] • www.ostermanresearch.com • @OstermanRsch

© 2023 Osterman Research