Before looking for technology solutions for your Email Management program, it is critical to identify your platform and functional requirements
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I thought it would be valuable to review a number of principles for email management. Not all of these principles will be applicable to all organizations or in all environments
The good news if you are planning email management (EMM) for ensured retention and defensible disposition is that you don’t need to be perfect – you don’t have to perfectly satisfy your retention demands
But as this is an email management-related project and program, it is helpful to have team members who are at least comfortable with email and technology generally
Requirements relating to records management and retention are common, though many of these requirements focus less on the email management solution and more on exporting messages to another system such as an ECMS or ERMS. Retention-related requirements might include: Classification of messages as records vs. non-records, Classification of messages according to an organizational classification structure such as a taxonomy or retention schedule, Retention of messages throughout the lifecycle, however the lifecycle is defined, Disposition of messages at the end of the lifecycle, Tamper-proof storage of messages, attachments, and metadata, particularly for those declared as records, and Integration of the formal records retention schedule into the client or messaging application, such that users either can or must declare messages as records. Email Management technology solutions are very powerful
What are your Email Management platform-related requirements?
I’m always struck by the difference between Records Management’s perception of IT processes and IT’s perception of Records Management processes. For example, I’m looking more closely at Messaging Records Management for Exchange Server 2007. As I read the usual sources and...
Making Foundation Changes One thing I’ve noticed in attending so many seminars and presentations on email management is that there never seems to be a lot of attention paid to email creation. Many challenges existing with email management have to do with how emails are being created and how they are being used.
However, all of this seems to fall apart when it comes to email management. So what’s so different about email?