Save time wasted searching for legacy emails and information locked in staff inboxes with our industry-leading search tool
Never lose track of highly sensitive data and reduce the risk of financial penalties by having a complete audit trail of all correspondence
Automate and simplify administrative tasks so that staff can free up more time to focus on fee earning tasks within the business
Keep all your business-critical data and information where you can find it! With Ideagen Mail Manager's prompt and predict feature, all your documentation will be up to date, so you can reduce the risk of fines, and gain visibility over all client communications.
Keep track of and find every detail related to any client within three clicks using our industry-leading search tool. You can eliminate time wasted on searching for information that’s stored away in staff’s email inboxes as everyone will have access to the same information instantaneously.
Ideagen Mail Manager is designed to fit in with your existing IT setup meaning you retain and store your own data, and your confidential information is not hosted by Ideagen Mail Manager. We integrate with Outlook and you file to where your business files.
Here's how Ideagen Mail Manager helped accounting firm, Azets, save time when searching for historic information, reduce risk, improve client communications, and ensure consistent organisation of information.
Email is a proven cause of stress in most people’s work and personal lives, especially in fast-paced industries like financial services. And, it's killing your productivity. Here's how you can get your time back.
Financial services firms we work with have been frustrated with the amount of time wasted looking for information in email. Transform the way your business works by addressing the tool your staff use every day, Outlook.
Ideagen Mail Manager benefits everyone in the organisation, from directors all the way to admin assistants.
Business leaders want to win and deliver profitable work. But they also want to mitigate risk. A leader's worst nightmare is having to have an awkward conversation without the relevant information to hand. Or an unorganised Project Manager saying to a client ‘when did we agree that?’. With cashflow being a business-critical challenge, leaders don’t want to spend too much resource on disputes, but they do want to maximise team productivity and protect themselves from fines and reputational damage.
Ideagen Mail Manager ensures everyone in the business is the most organised member of staff, ultimately providing peace of mind. Ideagen Mail Manager enables staff to defend the firms' actions, as well as gives each fee earner an average of 2 hours per week back, meaning less time doing admin, and more time earning.
Benefits of Ideagen Mail Manager:
We've put together an eBook, 'The Cost of Improper Email Management' to help Directors and Business leaders ease the burden and reduce risks in their businesses:
IT leaders are tasked with solving many challenges, such as cyber risk, delivering digital transformation, maintaining the business infrastructure, keeping overheads low, and more. Additionally, when things go wrong, everyone comes to IT to solve it, regardless of whether it’s a dispute, retrieving information, lost data, or something else.
Ideagen Mail Manager enables project teams to file and retrieve information as they go, reducing risk across the business. It’s a low-risk software with set up taking just one day, and implementation is included. Plus, Ideagen Mail Manager fully integrates into Office 365. Ideagen Mail Manager also ensures data security and privacy remains within the business, so the customer retains control of their information, stored where they want. Ideagen Mail Manager improves record-keeping by removing duplication and integrates email into your overall digital transformation ecosystem.
Benefits of Ideagen Mail Manager:
Project Managers are continually being asked to deliver more within a short time frame and are responsible for delivering projects on time and on budget, but a lot is out of their hands. They are constantly chasing people, and remembering what was agreed and by when. Plus, they sometimes have to administer a contract they don’t really understand. With project information increasing exponentially, they are often getting bombarded.
Ideagen Mail Manager ensures everyone in the business is the most organised member of staff, ultimately provided peace of mind. Ideagen Mail Manager enables staff to defend the firms actions, as well as gives each fee earner an average of 2 hours per week back, meaning less time doing admin, and more time earning.
Benefits of Ideagen Mail Manager:
Office Managers typically wear many different hats, from looking after HR and marketing, to being responsible for IT and office admin. They are regularly asked to find information, quickly, chase queries, and try to keep Directors as organised as possible. Without access to all the information, it’s a difficult ask.
Ideagen Mail Manager provides Office Managers with a window to search across the company, allowing them to file and find non-project correspondence such as appraisals and a record of when office procedures are agreed, as well as employee correspondence when they leave the business, and specific information when clients phone asking for something to be resent. Also, Office Managers are sometimes responsible for data privacy and act as the GDPR police. With Ideagen Mail Manager, they can see all the information associated with a person when someone requests a right to be forgotten.
Benefits of Ideagen Mail Manager:
Typically, workers in HR are exchanging sensitive information via email, whether to do with salaries, pension, or a disciplinary process. We often see an attempt at a filing structure with folders created against each employee, and a folder on a server for each employee which contains key documentation such as their employment contract.
Emails with an employee are the kind of thing that often goes unfiled, particularly what's been said to the employee, but by the time it's important to have access to them it can be too late or a massive headache.
Ideagen Mail Manager helps HR teams by:
In organisations, finance teams are generally the early adopters of technology. Most teams have an accounting system that includes invoicing in place. The tracking of when project and client-related invoices are sent is critical and that's often included in an accounting system. This presents some obvious challenges in that:
Ideagen Mail Manager helps Finance teams and the wider business by:
In larger businesses, QA carries its own function and risk management is critical. The standardisation of processes, whether it's relating to an on-site activity, document control, or organisation of project and client information is linked to a reduction in money spent on claims and a more successful business.
One of the frustrations QA Managers and Controllers share with us is they know in the business who is more and less likely to follow filing ad naming processes expected of them, but also that when it comes to an ISO audit, they're 'hoping' projects where this is done poorly aren't picked or, at least if they are, they need some advance warning. But, there's no substitute for a proactive approach to Quality Management.
Benefits of Ideagen Mail Manager:
