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The [nearly] Ultimate Guide

to Ending Email Overload


INDEX
03 /Inbox overload! 09 /Structured BPM processes 13 /A structured strategy
keep email out of the inbox is key for successful
04 /A typical email blitz corporate social media
10 /Collaborative spaces
05 /Business is overloaded include social media 14 /Use of BPM is rising
rapidly
06 /Theres lots of advice on 11 /Business collaborative
managing email overload space also include social 15 /The [nearly] Ultimate
media Guide recommends
07 /Make it go away! (?)
12 /How can social media be 16 /Sources
08 /Business Process less time wasting than
Management means email?
targeted, collaborative
communication

The [nearly] Ultimate Guide to Ending Email Overload


3/16 Email can be hard
INBOX OVERLOAD! to prioritize
Email systems order
inboxes by default - by
listing the most recent
message first, not the most

i l b l a s ts important ones first.


Ema t i o n s The default inbox mixes up

Subsc r i p subject/projects.

d e m a i ls
n s o l i c i te Then there is the
U frequent misuse of
the CC function!

p e m a i ls Key people may miss the

m g ro u thread, or some messages

ccs fro in the thread, if they were


not included in the cc list.

t h re ad s Almost a third of corporate

c us s i o n e-mail is occupational
Dis spam caused by overuse of
CC, BCC and REPLY ALL!

c h m e nt s Links
Atta

The [nearly] Ultimate Guide to Ending Email Overload


4/16
A TYPICAL EMAIL BLITZ
Holiday request March 24, 2013 7:54:13 PM
Can I have the last 2 weeks in July off?
RE: Holiday request March 25, 2013 9:13:22 AM
Send me your PTO request.
RE: RE: Holiday request March 25, 2013 9:30:13 AM
Where is the PTO request form?
RE: RE: RE: Holiday request March 25, 2013 9:31:13 AM
Here, use this. I think its the latest version. (sends attachment)
RE: RE: RE: RE: Holiday request March 25, 2013 9:33:13 AM
(downloads, fills in, scans and sends PTO request)
RE: RE: RE: RE: RE: Holiday request March 25, 2013 9:36:13 AM
Wait, our annual sales meeting is during that time. Can you move your dates?
RE: RE: RE: RE: RE: RE: Holiday request March 25, 2013 9:50:13 AM
Uh, ok, I can take the 2 weeks before. (downloads, fills in, scans and sends new PTO request)
RE: RE: RE: RE: RE: RE: RE: Holiday request March 25, 2013 10:13:01 AM
I need to find someone to replace you.
RE: RE: RE: RE: RE: RE: RE: RE: Holiday request March 25, 2013 10:13:59 AM
How about Jill?
RE: RE: RE: RE: RE: RE: RE: RE: RE: Holiday request March 25, 2013 11:13:05 AM
Does this seem No, shes on travel that week.
familiar? RE: RE: RE: RE: RE: RE: RE: RE: RE: RE: Holiday request March 25, 2013 11:53:13 AM
And so it goes. How
How about Pete? many emails fly back
RE: RE: RE: RE: RE: RE: RE: RE: RE: RE: RE: Holiday request March 25, 2013 13:03:31 AM
Jack would like and forth for the
Yes, OK. Thatll work. (signs and returns PTO request) entire departments
to request some RE: RE: RE: RE: RE: RE: RE: RE: RE: RE: RE: Holiday request March 25, 2013 13:13:31 AM
vacation scheduling?
vacation time Oh and dont forget to mark your dates on the travel calendar

The [nearly] Ultimate Guide to Ending Email Overload


5/16 We believe email is
BUSINESS IS OVERLOADED fundamentally unproductive.
You need to sift through too
many documents and things
get lost.
Leerom Segal,
Atos, an international Thierry Breton, president and chief executive of Klick
Chairman and CEO of Atos :
IT services company,
Atos is evaluating a number of new tools to
is convinced that email is replace internal email including collaborative and

112
a burden on its employees, social media tools. Those include the Atos Wiki,
and has committed to which allows all employees to communicate by
axing the communication contributing or modifying online content, and Office Number of emails sent andreceived per day
Communicator, the companys online chat system by the average corporate user
tool from its offices for which allows video conferencing, and file and

71%
internal communication application sharing.
entirely by 2014.
And Atos is not alone - for many companies, Percentage of worldwide email traffic that
email is simply inefficient. was spam (November 2011)
Klick, a Canadian digital marketing company with

19%
more than 200 employees, now uses email only to
communicate with external clients. Capgemini, the
IT services company, says it has reduced its internal Percentage of spam emails delivered to
email traffic by 40 per cent in 18months. corporate email inboxes despite spam filters

0.39%
Percentage of email that wasmalicious
(November 2011)

The [nearly] Ultimate Guide to Ending Email Overload


6/16
THERES LOTS OF ADVICE With enterprise social
software solutions

ON MANAGING EMAIL OVERLOAD


available on the market
today, identify group uses
of e-mail and move them
to private workspaces.
Decide which messages to This creates a spam- and
keep and which to delete. If Delete unnecessary Reply to e-mail by blog. noise-free environment
it has no value and youll never messages, without opening There are other public ways to for the team. Or create
look at it or use it, then delete it. them at all. share when appropriate. more structured project
workspaces with a process
Write short File messages for archiving them at the
Create and Use distribution
emails. you need to keep. apply rules that lists if you mail end of the project.
send messages the same group of
Ross Mayfield,
into file folders people repeatedly.
Forbes Magazine
Delete! Or at Turn off notifications. automatically.
the very least, file Permanently. Email alerts are
messages into highly distracting. Flag messages
folders. Use categories that need follow-
or tags to organize. up.

Establish public
Set aside a time protocols for Establish internal e-mail Use special-
during the day communicating
when you only with the outside
practices for formality, purpose social See More
tone, brevity, distribution, software such as
handle e-mail. world. responsiveness and timing. LinkedIn, Dopplr, PC Magazine
Flickr, Delicious. Forbes.

Inc.
Close email when you need to
focus.

The [nearly] Ultimate Guide to Ending Email Overload


7/16
MAKE IT GO AWAY! (?) Forty years
after Alvin Toffler
popularized the
Oliver Burkeman, term information
columnist for overload, we might
the Guardian Newspaper, as well admit this:
took a long hard look our efforts to fight it
at some tools to help deal have failed.
with email overload.
Oliver Burkeman,
columnist for the
Guardian Newspaper

Gmails Inbox Pause adds a button Googles Priority Inbox sifts email into Fooling yourself with pause buttons,
that lets you halt the incoming torrent. important and everything else, boomerangs and the like well,
But, as Burkeman points out. but many who use it dont really use thats another way of dealing with the
it to prioritize: they use it as a way to overload.
ignore non-important emails entirely. But when it comes to the process-
Inbox Pause doesnt reduce That doesnt reduce the quantity of based communications in day-to-
the quantity of emails that emails that bombard you. Nor does it day business, pause, prioritize or
bombard you. Nor does it help help you answer them faster. boomerang at your peril
you answer them faster. The Boomerang app, for Gmail and
Outlook, lets you fling emails away,
then have them redelivered later. This So lets look at process-linked
doesnt reduce the quantity of emails messaging and how to remove it
that bombard you. Nor does it help from your email.
you answer them faster.

The [nearly] Ultimate Guide to Ending Email Overload


8/16
BUSINESS PROCESS MANAGEMENT MEANS
TARGETED, COLLABORATIVE COMMUNICATION

Business Process At each step of this process,


someone has an action to take,
Management software or the software accepts, saves, or
models a process or sends data.
As each step is completed, BPM
workflow, connects it to software moves to the next step.
other systems, and runs it
using a web based platform.
So the people involved And in a well-designed,
in that process well-structured process,
all this process-linked
can do their part.
communication takes place
The software manages the in this collaborative space not
forward progress of the in peoples email boxes.
process, step by step.

Requesting Paid Time Off


Asking for vacation time, or paid time off, is a is approved, specific people and Accounting/payroll, other team members who may
business process. Remember Jack and the email systems in the company need to be be called on to fill for Jack while he is awayand
blitz? A request for PTO is a relatively simple process; notified. The communication in this since it is all concerning Jacks request for time off,
Jack submits a request, his manager approves it, process can take place between Jack its all directly associated with this process.
rejects it, or asks for a change. When the request and his manager, Human Resources,

The [nearly] Ultimate Guide to Ending Email Overload


9/16
STRUCTURED BPM PROCESSES
KEEP EMAIL OUT OF THE INBOX
From beginning to end, All necessary steps are defined in advance so
no step is missed.
communication goes back
The requestor and the approver do what they need
and forth via specific to do in the right order and they have access to all
forms, and process information and forms needed.
attachments, instead of by Exceptions and special cases can still be handled as
email Q&A. they arise - still within the process.

Automation helps + delegate activity can determine


Buttons, checkboxes, and other pre- a vacationing employees replacement
determined choices in BPM process- according to the rules the manager
based forms can trigger automated has defined.
responses and actions.
+ check availability of dates can
check to see who else has requested This eliminates
the same time off. more tedious back-and-forth
communication
+ approve can send off a confirma- from the email box. See More
tion, and post employees off dates Rise Up, Intrepid Office
to a calendar. Hero! Seek Your Own
Shangri-La!

The [nearly] Ultimate Guide to Ending Email Overload


Facebook usage is up
10/16
COLLABORATIVE SPACES 40%
INCLUDE SOCIAL MEDIA since last year

Twitter is adding

In the personal
300,000
users a day

space,
were using social
media more and
1 in 5
Americans age 18-35
more use @twitter

96%
of 18-35 year olds
are on a social network

50%
of YouTubes 300millions users
visit at least once a week
Social media is + web -and mobile- based + social software which facilitates
technologies which are used to turn human communication
communication into interactive
dialogue among organizations,
communities, and individuals

The [nearly] Ultimate Guide to Ending Email Overload


11/16
BUSINESS COLLABORATIVE SPACES Social BPM should
not just mean
ALSO INCLUDE SOCIAL MEDIA adding another
social platform
BPM should leverage
existing ones.
Companies are already using social
In the business space, were Connecting processes
media for:
using social media more to Salesforce Chatter,
+ Community/team building
and more too or Google calendar,
+ Collaboration
for example, allows
+ Health and wellness
the end users of
+ Adapting to organizational change
applications to
+ Line of sight to the business integrate their
+ Engaging workforce in real time growing use of social
+ Promoting risk taking media platforms for
communication.

Business social media Miguel Valdes Faura,


are similar to Facebook BonitaSoft CEO
and Twitter, but specifically
designed for company
collaboration.

The [nearly] Ultimate Guide to Ending Email Overload


12/16
HOW CAN SOCIAL MEDIA BE
LESS TIME WASTING THAN EMAIL?
Unlike email, which lists
messages chronologically
and mixes subjects and
projects, a social message
stream can be tied
to a specific project
or set of projects.

No one gets missed because of an


incomplete cc list. Information can
be added to the message stream and
accessed by all.

No one gets spammed with ccs.


Alerts notify subscribers only when
there is new information.

The [nearly] Ultimate Guide to Ending Email Overload


13/16
A STRUCTURED STRATEGY IS KEY FOR Often services get
thrown up across a

SUCCESSFUL CORPORATE SOCIAL MEDIA company without


any real strategy.
People stop using
them if they feel
If social messaging is social media + structured Klick now uses email only to
unattached to a specific BPM process = targeted communicate with external overloaded.
communication clients, while internally all
project or subject, it messages go through a workflow
+ Social BPM adds social Charlene Li,
can still be hard to find components such as wikis and social system.
Altimeter Group
information. networking a social-media consultancy
to more traditional components
in BPM initiatives.
When we started this, we never
Some 20% of companies + Use of social BPM allows
have tried social networking, for more direct user interaction thought it could completely
but most dont use it well. with a process/project. replace email, says Leerom
Segal, president and chief
+ Comment streams or threads in a executive of Klick.
process case allow end users involved
in the process to add relevant We thought it would be used
information those streams are then for specific tasks requiring
available to everyone involved.
a response. But before you know
it, it was being used for every
task.

The [nearly] Ultimate Guide to Ending Email Overload


14/16
USE OF BPM IS RISING RAPIDLY

Mega-vendors Bonita Open Solution


like Oracle and IBM Integrated social tools Bonita BPM Connectors
allow comment streams to be
are putting more effort
externalized connect a BPM
into their BPM offerings. process to your wiki
Smaller vendors or Chatter,
like BonitaSoft, Intalio or Yammer
and BizAgi are offering or Twitter,
BPM suites that are being or whatever!
adopted by businesses
and departments that
cant afford the cost of or
technological commitment
to the mega-vendors.

What BPMS fits you best?

See More
Process Efficiency
To The Rescue!

The [nearly] Ultimate Guide to Ending Email Overload


THE [nearly] ULTIMATE GUIDE
RECOMMENDS
Put a BPMS in place
Sample RFP What to Ask During a BPMS What to Ask a BPMS Vendors
Demo Customer References

Use structured BPM processes


Build a Process from Scratch
with Bonita

Add BPM-based automation tools


Understanding Process BPM Made Easy
Automation

Build social media into BPM processes


When BPM goes social Connecting BPM to Social

and keep the flood of communication


out of those email boxes!

The [nearly] Ultimate Guide to Ending Email Overload


SOURCES
http://royal.pingdom.com/2012/01/17/internet-2011-in-numbers/
http://www.linkedin.com/answers/management/organizational-development/MGM_ODV/934160-3468547
http://www.ft.com/cms/s/0/5207b5d6-21cf-11e1-8b93-00144feabdc0.html#axzz26oUq8bLx
http://gigaom.com/collaboration/faura-bonitasoft-email/
http://en.wikipedia.org/wiki/Social_media
http://blog.kissmetrics.com/social-media-statistics/
http://www.ft.com/cms/s/0/5207b5d6-21cf-11e1-8b93-00144feabdc0.html#axzz26oUq8bLx
https://www.yammer.com/product/
http://www.informationweek.com/thebrainyard/news/social_networking_private_platforms/240007735#.UF4adyUgqoQ.email
http://blog.yammer.com/blog/2012/08/yammer-at-ikea-collaboration-and-innovation-at-global-scale.html
http://www.thomascrampton.com/social-media/watson-wyatt-social-media/
http://www.ft.com/cms/s/0/5207b5d6-21cf-11e1-8b93-00144feabdc0.html#axzz26oUq8bLx
http://www.time.com/time/specials/packages/article/0,28804,2091589_2091591_2110534,00.html #ixzz26prZZ8zN
http://www.time.com/time/specials/packages/article/0,28804,2091589_2091591_2110534,00.html #ixzz26prvpTpv
http://whatis.techtarget.com/definition/social-BPM-business-process-management
http://www.yourthoughtpartner.com/blog/bid/55776/When-to-Use-Email-and-When-Not-to
http://www.guardian.co.uk/lifeandstyle/2012/nov/02/change-you-life-information-overload
http://www.pcmag.com/article2/0,2817,2401081,00.asp
http://www.inc.com/guides/2010/05/manage-email-inbox.html
http://www.forbes.com/2008/10/15/cio-email-manage-tech-cio-cx_rm_1015email.html

The [nearly] Ultimate Guide to Ending Email Overload

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