Managing Emails with SharePoint

A Practical ‘How To’ Guide

Richard Poole CTO EMEA

@rtpoole

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Richard Poole CTO EMEA

Stay in Touch

richardp@harmon.ie

https://uk.linkedin.com/in/richard-poole-55a572

@rtpoole

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There are currently 2.6 billion email usersThat receive 88 emails per day

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There are currently 2.6 billion email usersThat receive 88 emails per day

Exchanging messages andProfessional correspondence

Delegating and managing tasks

Sharing documents

Requesting and managing work orders

Email is widely used

Emails are stored in Exchange

Documents are stored in SharePoint

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Emails Are Documents

THIS Doesn’t

Make Sense!

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80% of ‘Documents of Record’ Are Emails

80%Emails

15%Documents

5%Work flows

Source: Rimtech Consulting 2016

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You Bought SharePoint to Manage Documents

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But, you can’t manage emails in SharePoint

Emails are stored in Exchange

Documents are stored in SharePoint

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There is an Exchange – SharePoint Gap

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The Result? Initiatives Fail

Managing Records Retaining Knowledge Managing Products Managing Cases

Managing ClientsManaging Projects

Mind The GapSolving the Last Mile Problem

Make The Right Thing The Easy Thing

Capture Classify Discover CollaborateDocuments & emails inSharePoint

Documents & emails accurately

in SharePoint

Find & retrieve documents & emails

from SharePoint

Share documents & emails stored on SharePoint,

with colleagues

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harmon.ie Apps

Outlook Mobile Apps App for Office

• 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

Bring SharePoint to OutlookA practical approach to email management

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Smart Email CaptureArtificial Intelligence-powered SharePoint Filing Recommendations

Save Message harmon.ie recommends locations on

SharePoint to save emails

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Smart Email CaptureArtificial Intelligence-powered SharePoint Filing Recommendations

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Demo

• It’s a no-brainer; email record

uploading is part of familiar workflow

• Enables one shared email to reduce

email chaos

• Easy way to surface and preserve

emails when colleagues are out of

the office or leave the organization

• Emails are stored and classified in a

central location

Email Management with SharePoint

Sample Customers Key harmon.ie Functionality Why it Works The Business Value

• Drag emails to SharePoint from Outlook

• Auto-capture important emails

• Easy to classify emails with metadata

• Automatically-generate ‘topic’ metadata

(with Office 365)

• Auto-generated location

recommendations for storing emails (

with Office 365)

• Easy to find emails

• Contextual search promotes governance

• Huge email storage saving

• Elimination of email chaos

• Enhanced compliance

• Effective E-discovery

• Improved (customer) service

• Reduced liability / Improved governance

1.8M Users

harmon.ie Highlights

2017 Partner of the Year FinalistCollaboration and Content Award

Over 1,000 Enterprise Customers

Food & BeverageAerospace & Defense Construction

InsuranceEnergy Government Healthcare

Uti l it iesManufacturing Professional Services Technology

Over 1000 Enterprise Customers

Banking & Finance

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Thank You

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https://harmon.ie/contact-us

This code should go to:

https://harmon.ie/freedownload

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