Best Practices for Email Management

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Email in the AEC industry is out of control.

How many emails do you receive in a day? In a month? Over the course of an entire project? How do you organize that information and share it with the rest of the team? How do you connect and relate project correspondence to other project items, workflows, or tasks?

The main problem is that there isn’t a good way to organize and share that information with the rest of your team or archive that data at the end of the project. Everyone’s emails are siloed, meaning you don’t have access to the full picture of project communication, forcing the project team to CC or forward emails to everyone else on the project, multiplying the amount of this data associated with the project and creating at the very least duplicate records in the project archive.

There is a better way.

Join Brian Guidotti, Customer Success Manager from Newforma, and Tom Maleski, BIM Manager from PS&S as they discuss the importance of email management and the productivity and efficiency benefits realized.

Attend to learn best practices like:

  • Keeping internal project teams up to date with the latest project information
  • Creating a ‘leaner’ inbox and sent items folders leaner
  • The importance of now vs. later

Additionally, this webinar will demonstrate specific workflows that make email filing easy!

Speakers:

Brian Guidotti

Solutions Consultant and Customer Success Manager, Newforma

Brian Guidotti is a Solutions Consultant and Customer Success Manager at Newforma. Over the last ten years, he has held multiple positions within Construction IT before transitioning into the software industry, assisting architects and engineers in the implementation of project information management software. 

Currently, Brian serves as a Project Information Management (PIM) expert by helping Newforma customers with their unique project information challenges, maximizing their investment of Newforma products.

Tom Maleski

BIM Manager, PS&S
Tom Maleski is a BIM Manager /Senior Associate at PS&S. A graduate of New Jersey Institute of Technology, he has worked in the AEC space focusing on Architecture, Structural, Fire Protection, Plumbing, Mechanical and Electrical. In his current role, he develops and implements BIM and CAD strategy, as well as provides training, support and mentoring to staff and manages Building Group software.

At the end of this webinar, you will learn:

  1. Processes for keeping internal project teams up to date with the latest project information.
  2. Steps to create a leaner inbox.
  3. Best practices for firm and project-based email management processes.
  4. The importance of timely emailing filing.
  5. Productivity and efficiency benefits from email filing.

Sponsored by:

 

 


Take the Quiz

1. What was the name of the Newforma presenter?
2. What was the title of the webinar presented?
3. What feature of the Project Center Software was presented in today’s webinar?
4. How long has Newforma been in the Project Information Management Software Industry?
5. Does Project Center work with, Outlook, Exchange, or O365?
6. Who is Tom Maleski?
7. Why did PS&S choose Newforma?
8. What are the benefits of filing email using Newforma?
9. How many additional clicks does Newforma add to the filing process?
10. Can you file email to an Activity center in Newforma?
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