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Email Management: Same Problem, Different Solutions Laure McKenzie / Linda Carlson 3M Devin Schindele Devon Energy Corporation Cheryl Strom McDonald’s Corporation Moderator: Laurie Fischer Huron Consulting Group

Email Management: Same Problem, Different Solutions Laure McKenzie / Linda Carlson 3M Devin Schindele Devon Energy Corporation Cheryl Strom McDonald’s

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Page 1: Email Management: Same Problem, Different Solutions Laure McKenzie / Linda Carlson 3M Devin Schindele Devon Energy Corporation Cheryl Strom McDonald’s

Email Management:Same Problem, Different Solutions

Laure McKenzie / Linda Carlson3M

Devin SchindeleDevon Energy Corporation

Cheryl StromMcDonald’s Corporation

Moderator: Laurie FischerHuron Consulting Group

Page 2: Email Management: Same Problem, Different Solutions Laure McKenzie / Linda Carlson 3M Devin Schindele Devon Energy Corporation Cheryl Strom McDonald’s

Agenda

2 © 2015 Huron Consulting Group. All rights reserved. Proprietary & Confidential.

• Introductions• Email Management Overview / Approaches• Email Management at 3M, Devon and McDonald’s• Discussion

Page 3: Email Management: Same Problem, Different Solutions Laure McKenzie / Linda Carlson 3M Devin Schindele Devon Energy Corporation Cheryl Strom McDonald’s

Introductions

3 © 2015 Huron Consulting Group. All rights reserved. Proprietary & Confidential.

Laura M. McKenzieRecords ManagerLinda CarlsonSenior Legal AnalystLegal Affairs Operations

Devin SchindeleSr. SupervisorRecord Services

Cheryl StromRecords Information ManagerWorkplace Information Management & Office Services

Page 4: Email Management: Same Problem, Different Solutions Laure McKenzie / Linda Carlson 3M Devin Schindele Devon Energy Corporation Cheryl Strom McDonald’s

Email Overview

• Originally a system for sending and receiving electronic messages, has evolved into:

– Message and attachment storage environment– Collaboration tool– Indispensable business tool

• Up to 70% of business-critical data is, at some point, contained in email• Incorporated into almost every business activity

• The average email user spends 2.5+ hours/day managing email• Over 190 billion emails are transmitted per day

– 4.1 billion email accounts• 34% increase in mobile device

– Email as driver

4 © 2015 Huron Consulting Group. All rights reserved. Proprietary & Confidential.

Page 5: Email Management: Same Problem, Different Solutions Laure McKenzie / Linda Carlson 3M Devin Schindele Devon Energy Corporation Cheryl Strom McDonald’s

Email – Blessing or Curse?

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• Email is the leading piece of evidence requested at civil trials today• Informality of e-mail and carless communication can pose significant legal risk

• Around 80% of the trillions of messages sent annually are spam and viruses

• Security breaches often committed via email• Skyrocketing storage costs• Deceptively time-consuming

5 © 2015 Huron Consulting Group. All rights reserved. Proprietary & Confidential.

Page 6: Email Management: Same Problem, Different Solutions Laure McKenzie / Linda Carlson 3M Devin Schindele Devon Energy Corporation Cheryl Strom McDonald’s

Typical Email Management Practices / Problems

6 © 2015 Huron Consulting Group. All rights reserved. Proprietary & Confidential.

• Management by volume is contrary to RIM best practices of retaining records and information in accordance with business and legal value

• De-centralized storage of email hinders effective search and retrieval of needed email

• Reliance on end-user to apply retention and disposition likely results in over-retention

Page 7: Email Management: Same Problem, Different Solutions Laure McKenzie / Linda Carlson 3M Devin Schindele Devon Energy Corporation Cheryl Strom McDonald’s

Email Management “Best Practices”

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Retain email in accordance with its business value:

• Emails that are not tagged or moved to folder by users are considered to be “transitory” and are auto-deleted after a specific time period

• Emails related to on-going work or projects are tagged or moved to folders, and are auto-deleted after a determined time period, such as 24 or 36 months

• Emails considered official company records are tagged as such by users and stored in a records repository where records management requirements and retention rules are applied

7 © 2015 Huron Consulting Group. All rights reserved. Proprietary & Confidential.

Page 8: Email Management: Same Problem, Different Solutions Laure McKenzie / Linda Carlson 3M Devin Schindele Devon Energy Corporation Cheryl Strom McDonald’s

Why bother?

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• Removes unnecessary, transitory email from the email system• Improves server performance and reduces storage costs• Provide a centralized system that supports the retention of email

“records” in accordance with the Retention Schedule• Reduces risk of over-retention and e-discovery spend• Enhances productivity in searching and finding needed emails

8 © 2015 Huron Consulting Group. All rights reserved. Proprietary & Confidential.

Page 9: Email Management: Same Problem, Different Solutions Laure McKenzie / Linda Carlson 3M Devin Schindele Devon Energy Corporation Cheryl Strom McDonald’s

Moving to the left…

9 © 2015 Huron Consulting Group. All rights reserved. Proprietary & Confidential.

Page 10: Email Management: Same Problem, Different Solutions Laure McKenzie / Linda Carlson 3M Devin Schindele Devon Energy Corporation Cheryl Strom McDonald’s

Panel Topics

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• Email management: past, present and future• Technology environment and challenges• Legal environment and challenges• Change management issues

– Sponsorship– Communications– Training

• Information Governance

10 © 2014 Huron Consulting Group. All rights reserved. Proprietary & Confidential.

Page 11: Email Management: Same Problem, Different Solutions Laure McKenzie / Linda Carlson 3M Devin Schindele Devon Energy Corporation Cheryl Strom McDonald’s

For more information, contact:

Laurie Fischer, CRMManaging Director

Huron Consulting GroupTel: 312-880-3476

Mobile: [email protected]

11 © 2015 Huron Consulting Group.

Page 12: Email Management: Same Problem, Different Solutions Laure McKenzie / Linda Carlson 3M Devin Schindele Devon Energy Corporation Cheryl Strom McDonald’s