managing emails with sharepoint - harmon.ie · directly in sharepoint from outlook • retrieve...
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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
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
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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
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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
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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
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• 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
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• 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
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1.8M Users
harmon.ie Highlights
2017 Partner of the Year FinalistCollaboration and Content Award
Over 1,000 Enterprise Customers
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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
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https://harmon.ie/freedownload
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