Whitepaper: Seven Best Practices for Email Records Management - Sponsored Whitepaper

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Colligo Networks, Inc
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Seven Best Practices for Email Records Management

This white paper discusses seven best practices for organizations to consider when implementing email records management. It offers several considerations for evaluating email records management strategies and addresses the challenges to fully integrating email into a records management environment.

Intended Audience This white paper is intended for IT, Enterprise Content Management and Records Management professionals in organizations that are concerned about their control, retention, disposition and liability over information contained in email.

Email in a Records Management Context If your business is conducted by email (and whose isn’t these days?), then the content of these email must be retained and managed like any other record. In many cases, it’s the email itself that must be retained as a record, sometimes it’s the attachment, often it’s both, but the message is clear: email are records and need to be managed as such.

However, the 2011 AIIM State of the Industry Survey offers some startling statistics: ▪ 66% of records managers have concerns about information accuracy and accessibility, particularly with regard to email ▪ 15% delete all email over a certain age, whereas 16% keep them indefinitely. 27% have no policy ▪ 31% describe their management of email as “chaotic” ▪ 39% are still filing important email in personal Outlook folders ▪ 18% automatically capture email to document or records management systems ▪ Since we have a lot of experience in the SharePoint world, it’s interesting to note that only 20% of companies store email in SharePoint. There is a big gap between knowing what needs to be done, and actually doing it. Organizations need to get a handle on email in a way that meets compliance and legal requirements within tight financial constraints.And importantly, they need to do it without negatively impacting employee productivity. Employees are already being asked to do more with less, so any additional responsibilities and requirements must be easily integrated into their daily work processes, habits and applications.
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