The IT leader's playbook for rolling out centralized email filing
Someone leaves. A project manager needs their emails. Your team gets pulled in to search through Outlook, webmail and backup software. Hours pass. Sometimes you find what you need. Sometimes you don't.
This guide walks through how one engineering firm fixed that and gives you the rollout checklist to do it yourself.
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What you'll learn
How to decide between recommending, encouraging or enforcing email filing and why the level of enforcement should match the level of risk your firm is trying to manage.
How SJCA Engineers & Surveyors configured a locked-down filing prompt across 100+ staff and 30+ active projects and the concession they made to reduce resistance without compromising the project record.
How to automate onboarding so new joiners have access to full project email history from day one with zero IT hand-holding.
A ready-to-use rollout checklist covering pre-deployment decisions, go-live, the first month and ongoing governance.