4 Considerations When Setting Email Retention Policies

digital-archiveYour Guide to Integrated Correspondence Management, Retention & Implementation

All email is not created equal. The first decision we make when filtering through our inbox is: “Is this email important or not?” This is the same decision we ask our employees to determine when dealing with documents every day. Why then, do we treat email differently than say, the mailroom? Continue reading 4 Considerations When Setting Email Retention Policies

4 Factors Driving Email Discovery & How to Save Your Firm Legal Fees

email-discovery-factorsDiscovery is a legal process that gives lawyers the right to acquire any records that pertain to a legal case.

Legal discovery has moved from the traditional definition of collecting paper records to include the discovery of electronic records, including email – otherwise known as “e-discovery.” Continue reading 4 Factors Driving Email Discovery & How to Save Your Firm Legal Fees

5 Challenges with Email and Correspondence for Project Management

project-managementProject Managers are unique and multifaceted professionals that often understand multiple functions of your organization.

Inherently, the project manager (PM) role coordinates and collaborates with various stakeholders to determine the scope of a specific project that is critical to your business.

Depending on the size and makeup of your organization, these inputs can venture externally as well as span internal departments and functional levels. Continue reading 5 Challenges with Email and Correspondence for Project Management

5 Challenges with Email and Correspondence for Accounts Payable

invoice-ap-processing-challengesInvoices often create a flurry of correspondence with vendors and employees, all of which must be kept on hand for several years, whether in paper, email or electronic document format.

By now, most people know that streamlining the accounts payable (AP) process enables your staff to be more productive while minimizing the chance of late and duplicate payments. Continue reading 5 Challenges with Email and Correspondence for Accounts Payable

Email Management: Oxymoron, Fantasy or Reality?

AIIM Logo 3With seemingly everyone having overflowing Outlook inboxes, “email management” can seem like an oxymoron—and the prospect of integrating email with your document management platform may seem like a fantasy.

Good news: email management is a reality, which is especially important considering that it’s become critically important to IT, operations and the C-suite—as well as to federal regulators who enforce Sarbanes-Oxley.

The Research

AIIM conducted a survey of 145 financial services professionals, with 57% of respondents in banking and finance and 43% in insurance.

Key findings of the study reiterate the importance of email management, which is clearly top-of-mind among IT, operations and legal executives at financial services companies:

  • 74% of respondents spend at least 21% of their time on e-mail related activity
  • 88% of respondents either have no email management in their organization or all corporate email is captured and archived for a predetermined time (e.g., 180 days)
  • 98% deem deciding how long to keep email as “important” or “extremely important”
  • 96% believe archiving (deciding how to store emails for the long-term) as “important” or “extremely important”
  • 89% believe deciding how to keep email communications secure is an “important” or “extremely important”
  • 81% believe capturing email threads as a record of customer interaction as “important” or “extremely important”

The Risk of Status Quo

Sarbanes Oxley and high-profile cases involving email records have made companies realize they must have an enterprise-wide solution for email management. All email cannot be treated the same and email archiving cannot be left to the individual employee.

The Solution

Fortunately there are email management solutions available that integrate tightly with Outlook, scale with business growth and do not reside on sensitive email servers—such as Email Manager from CMA.

Whether your organization requires enhanced workflow or is considering email management as part of the enterprise records management strategy, consider Email Manager as an email management solution that will meet the compliance and productivity needs of the firm. This seemingly insurmountable initiative is simpler than you might expect.