Regarding Wayne's reply:

1) For any of you with lots of time and money, there are automated solutions that auto-categorize email.  With not-so-much time and money, you can get software that partially automates the manual tasks.

2) It is true that workers will find inappropriate workarounds to managing email as records UNLESS:
  -- They are given an appropriate place to easily move their email records AND
  -- Training makes the job easy.  
Here's the key: at least two respected consulting groups have concluded that in most businesses, only about 5% of emails contain records that need retention longer than 12-15 months.  Another 10% need retention up to a year or so.  So most emails can be deleted on the spot.  Business process people tell us to handle each email only once.  Train workers to delete most email ASAP, or at the end of each day, or something like that.  Then figure out what to do with the remaining 15%.  Moving 5% to a network drive isn't really so hard.  Perhaps the short-lived 10% could stay in an email folder.

Each situation and need is different, but the task may not be as overwhelming as it seems.

Gordy
Gordon E.J. Hoke, CRM, IGP
Waukegan, Illinois, USA
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-----Original Message-----
>From: Wayne Hoff <[log in to unmask]>
>Sent: Jan 17, 2014 10:10 AM

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