Document organization system for comprehensive information management

Critical files get buried in folder mazes whilst teams create duplicate structures, turning SharePoint into a dumping ground.

Ideagen Mail Manager transforms your document organisation system into organised workspaces where information finds the right people through smart classification and routing. No more hunting, just clarity. 

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Overview

Intelligent document organisation

Ideagen brings contextual organisation directly into Microsoft 365, adapting to your structure whilst transforming chaotic repositories into searchable knowledge hubs. Move from reactive hunting to proactive workflows that actually work. 

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Challenge & Solution

Users lose sight of boundaries within Microsoft 365 systems

Marketing creates folders, sales duplicates them and legal adds more until boundaries blur completely.

Ideagen Mail Manager's document organisation categorises content using consistent tagging and metadata. The system recognises context, relationships and ownership—establishing clear architecture across SharePoint, OneDrive and Teams whilst enabling collaboration. File structure that makes sense and scales. 

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Challenge & Solution

Unclear where to save specific types of content

Teams waste hours debating whether documents belong in SharePoint, Teams or OneDrive.

Ideagen Mail Manager provides clear guidance through metadata prompts and contextual classification. Contracts flow to legal, deliverables land in teams and compliance documents route to governance libraries. This contextual guidance eliminates guesswork and reduces silos significantly. 

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Challenge & Solution

Degradation of Microsoft 365 usability over time

What starts organised becomes chaos within years as SharePoint sites become cluttered graveyards. 

Ideagen Mail Manager maintains architecture through proper version control and structured organisation. The solution identifies outdated content and consolidates duplicates whilst maintaining consistent metadata. Microsoft 365 stays fast, clean and strategic. 

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Additional reading

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Nitsch Engineering

Nitsch Engineering was storing 222 Gigabytes of data, which was slowing down the email server. After implementing Mail Manager that number decreased to 35 Gigabytes of data within 3 months.

WSP

The speed of finding information has proved extremely beneficial for WSP.

Austin-Smith:Lord

As the solution has developed over its ten years at Austin- Smith:Lord, it has simply become a way of life at the company, and everyone is now filing their project emails both consistently and centrally.

LiRo Group

With Mail Manager, the staff has time to focus on core business functions, which has shown in improved efficiency, productivity, results, and client feedback.

Arup

As messages are filed in the same location as other project documents they are all in one place and thus easy to find both during the life of the project or many years later from an archive.

Ramboll

Mail Manager is now being used heavily across a number of Ramboll’s global offices including the UK, Sweden, America, and Australia.

Formation Architects

With Mail Manager, Steve and other staff members no longer need to spend valuable time searching for emails, plus they have added security, particularly since they have moved to SharePoint.

IKM Consulting

IKM Consulting belive without Mail Manager, it would put a significant time constraint on people to file and search emails, and it will run the risk of human error. It would increase our workload and introduce another layer of error.

M. J. Harris Construction Services, LLC

It simplifies a manual process and allows to search for emails in an intuitive way, allowing them to quickly find key information.