If you are looking for help on getting e-mail under control, you should check out the AIIM course on E-Mail Management (http://www.aiim.org/Education/Email-Management-Training-Courses.aspx)
8 Key E-mail Management Trends
1. Email is a huge and growing time drain.
On average, our respondents spend more than an hour and a half per day processing their emails, with one in five spending three or more hours of their day.
2. The “balkanization” of e-mail control a real issue.
Over half have hand-held access by phones, Blackberries and PDAs. Two thirds process work-related emails out of office hours with 28% confessing to doing so “after work, on weekends and during vacations”.
3. The growing volume of e-mail exacerbating management challenges.
“Sheer overload” is reported as the biggest problem with email as a business tool, followed closely by “Finding and recovering past emails” and “Keeping track of actions."
4. Organizations lack confidence in e-mail as means to document commitments.
Over half of respondents are “not confident” or only “slightly confident” that emails related to documenting commitments and obligations made by staff are recorded, complete, and retrievable.
Nearly a third of organizations have a policy that insists on signed paper or faxes for all contractual commitments. If these are scanned and stored for general access as image files, then all well and good. If filed as paper, they are likely to be unavailable to general staff. Twenty percent accept that email attachments may be part of important contractual commitments. Of the remaining, half agree that both attachments and their associated email messages can be important for these contracts, and half are aware that complete email conversations (threads) are likely to be important regarding contractual commitments.
5. Most e-mail management approaches still tactical.
Only 10% of organizations have completed an enterprise-wide email management initiative, with 20% currently rolling out a project. Even in larger organizations, 17% have no plans to, although the remaining 29% are planning to start sometime in the next 2 years.
6. Archive vs. back-up still a major point of confusion.
Some 45% of organizations (including the largest ones) do not have a policy on Outlook “Archive settings” so most users will likely create .pst archive files on local drives.
There have also been a number of high profile cases involving the retrieval of emails from back-up tapes. One would expect this to have brought into focus the difference between back-up (restoration of the repository to its state at a given date/time) and archive (able to use selection criteria to find specific emails), but in our survey 64% of respondents feel that their organization doesn’t understand the difference.
Perhaps one reason for this is that in 20% of organizations, email policy decisions are made by IT with no input from Records Management or Legal. An honest 8% of respondents admit that in their organization no one makes email policy decisions, and it is completely out of control!
7. No real strategy exists for what to do with emails after they are read.
Only 19% of those surveyed capture important emails to a dedicated email management system or to a general purpose ECM system. 18% print emails and file as paper, and a worrying 45% file in non-shared personal Outlook folders.
In 45% of organizations important emails are never moved from the recipients’ personal folders. To this, Outlook adds a further ugly twist. The so called “Archive” function, largely used to keep down inbox sizes or to avoid fixed-term deletion policies, creates a secondary database - the notorious archive.pst file. The default location for this important repository is on the user’s local hard drive – bad enough as a desktop, but it could as easily be on a laptop. If more than one desktop, or a desktop and a laptop are used interchangeably, multiple “archives” can easily be created by the unwary leaving big gaps in the email record.
This scenario can be avoided by setting policies to place archive.pst in a networked and backed up location, but an astonishing 44% of organizations fail to do so, even those with over 5,000 employees.
8. E-discovery remains a huge Achilles heal.
A third of organizations have no policy to deal with legal discovery, 40% would likely have to search back-up tapes, and 23% feel they would have gaps from deleted emails. Only 16% have retention policies that would justify deleted emails.
Over a quarter of organizations would take more than a month to produce documents for a legal discovery process. As regards the likelihood of being required to produce such evidence, eliminating the don’t knows, 18% had been exposed to a legal challenge in the last 12 months and a further 15% in the last 3 years – a one-in-three chance overall.
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