Hi Deb,

I think before anyone can give you any kind of precise direction, we'd need a little more information.

What is your relationship to the "customer"?  Are you a consultant?  Why is this on your to-do list?

Is this a policy/procedure exercise, or to develop requirements and specs for a piece of software?

What problem(s) is the customer trying to solve re: email?  Develop a retention/disposition policy?  Implement an archive to facilitate search, preservation and collection in response to investigation/litigation?  Implement sensitive content filters to catch private/confidential info leaks to comply with a law/reg such as HITECH or PCI rules?

Also, knowing what email platform(s) are in use would be helpful.

Regards, 
Julie

Julie J. Colgan, CRM
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803-931-6626
Columbia, SC

**All comments are my own and are not on behalf of any entity with which I may associate**

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On Aug 22, 2012, at 10:26 AM, "Martin, Deborah L" <[log in to unmask]> wrote:

> I've just been asked to write up an email management requirements document for a customer, and I don't know where to start.  So I would greatly appreciate any suggestions,  references, plans, etc that anyone can pass on to me.
> 
> Deb Martin
> Lockheed Martin
> 825 Jadwin, Room 454
> Richland, WA 99352
> 509-376-3771
> [log in to unmask]
> 
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