Managin ing Email ils wit ith SharePoin int A Practical How To - PowerPoint PPT Presentation

Managin ing Email ils wit ith SharePoin int A Practical ‘ How To ’ Guide Richard Poole CTO EMEA @rtpoole

Stay in Touch Richard Poole CTO EMEA richardp@harmon.ie @rtpoole https://uk.linkedin.com/in/richard-poole-55a572 2

There are currently 2.6 billion email users That receive 88 emails per day 3

Email is widely used There are currently 2.6 billion email users That receive 88 emails per day Exchanging messages and Professional correspondence Delegating and managing tasks Sharing documents Requesting and managing work orders 4

Emails Are Documents Email ils are e stored ed Do Documents are stored in in Exch change in in SharePoint THIS Doesn ’ t Make Sense! 6

80% of ‘ Documents of Record ’ Are Emails 5 % 15 % Work flows Documents 80 % Emails Source: Rimtech Consulting 2016 7

You Bought SharePoint to Manage Documents 8

But, you can ’ t manage emails in SharePoint 9

Email ils ar are stored in in Exchange Documents are stored in in Sh SharePoin int 10

There is an Exchange – SharePoint Gap 11

The Result? Initiatives Fail Managing Records Retaining Knowledge Managing Products Managing Cases Managing Clients Managing Projects 12

Mind The Gap Solving the Last Mile Problem Make The Right Thing The Easy Thing Capture Classify Discover Collaborate Documents Documents & Find & retrieve Share documents & emails & emails in emails accurately documents & emails stored on SharePoint, SharePoint in SharePoint from SharePoint with colleagues 14

harmon.ie Apps Outlook Mobile Apps App for Office 15

Bring SharePoint to Outlook A practical approach to email management • Drag & drop emails (& documents) to SharePoint from Outlook • Store, classify and organize email content in folders directly in SharePoint from Outlook • Retrieve content from SharePoint that has been classified correctly and efficiently, from Outlook • “ Save Draft ” & “ Save on Send ” emails to SharePoint, from Outlook • Declare emails and documents as SharePoint records, from Outlook Works with SharePoint on-premises and SharePoint Online 16

Smart Email Capture Artificial Intelligence-powered SharePoint Filing Recommendations Sa Save Me Mess ssage harmon.ie recommends locations on SharePoint to save emails 18

Smart Email Capture Artificial Intelligence-powered SharePoint Filing Recommendations 19

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Email Management with SharePoint Sa Sample Customers The e Business Valu alue Key har armon.ie Fu Funct ctionality Why it it Wor orks • Huge email storage saving • It ’ s a no-brainer; email record • Drag emails to SharePoint from Outlook • Elimination of email chaos uploading is part of familiar workflow • Auto-capture important emails • Enables one shared email to reduce • Enhanced compliance • Easy to classify emails with metadata • Effective E-discovery email chaos • Automatically-generate ‘ topic ’ metadata • Easy way to surface and preserve • Improved (customer) service (with Office 365) emails when colleagues are out of • Reduced liability / Improved • Auto-generated location the office or leave the organization governance recommendations for storing emails ( • Emails are stored and classified in a with Office 365) central location • Easy to find emails • Contextual search promotes governance

harmon.ie Highlights Over er 1,0 ,000 1.8 .8M User ers Enterprise Cu Customers 2017 Partner of the Year Finalist Collaboration and Content Award

Over 1000 Enterprise Customers Aerospace & Defense Banking & Finance Construction Food & Beverage Energy Government Healthcare Insurance Manufacturing Professional Services Technology Utilities

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