6
Most read
8
Most read
9
Most read
Email management process …
… because we all know how to handle email (NOT)
dr. Tomislav Rozman
Slideshow by Tomislav Rozman is licensed under a Creative Commons Attribution 4.0 International License.
Motivation
Managing your inbox is easy, right?
Wrong!
Your employees know how to communicate, right?
Wrong!
Your contacts are responsive, never lost emails, don’t have excuses, right?
Wrong!
2
Context and challenge
● The challenge we are trying to solve with the “Email management
process”:
○ ensuring sender / customer satisfaction
○ ensuring organization's reputation
○ ensuring proper routing of emails between employees
○ ensuring standardized response of employees to most common situations and
types of incoming email
○ improving communication culture and netiquette
○ improving self-management
● Context
○ Typical organization, which communicates with customers and partners (= nearly all
organizations)
○ Can be also applied to personal email management
○ When the organization employs somebody it has to teach him/her the strategy of
professional email management
3
What can we do about it?
4
Email management process - top level overview
5
Click on sub-processes to
see the details!
If links don’t work, see the presentation here.
Decide on next action
Next action depends
on the type of input
(email)
1.1 Email process -Handle simple
7
We want more of
these! :)
What about not
replying at all ? :)
What about confirm
recipients ?
One level up
1.2 Email process - Forward
8
We want more of
these! :)
One level up
1.3 Email process -Handle complex
9
Critical tasks to
maintain your
integrity and
good relations!
One level up
1.4 Email process -Handle other
10
What about
‘delete all and wait
for important
email to come
back’?
One level up
After applying this process to your organization
Managing your inbox is easy, right?
A little bit better now!
Your employees know how to communicate, right?
A little bit better now!
Your contacts are responsive, never lost emails, don’t have excuses, right?
It’s improving!
11
Disclaimer
12
Process models / examples are partial mappings of real situations and
were designed using BPMN.IO tool, a derivate of Camunda.
If you need .bpmn versions of the process models, please subscribe on the
next page.
After downloading you can open process models in: BPMN.io, Camunda,
Yaoquiang, Bonita BPM and possibly other tools.
Last but not least
Like it, share it, comment it!
And of course, don’t forget to reuse it (with contribution) in your projects.
If you want to learn how to identify, model, optimize processes, you can
attend our live or on-line learning courses:
○ ECQA Certified Business Process Manager - Foundation and Advanced level
○ ECQA Certified Business Process Manager in Higher Education Institutions
○ i-VBPM (BPM on interactive board for VET)
Subscribe: here
Website: BICERO ltd.
E-mail: tomislav.rozman@bicero.com
LinkedIn: Tomislav Rozman 13

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Email management processes (BPMN)

  • 1. Email management process … … because we all know how to handle email (NOT) dr. Tomislav Rozman Slideshow by Tomislav Rozman is licensed under a Creative Commons Attribution 4.0 International License.
  • 2. Motivation Managing your inbox is easy, right? Wrong! Your employees know how to communicate, right? Wrong! Your contacts are responsive, never lost emails, don’t have excuses, right? Wrong! 2
  • 3. Context and challenge ● The challenge we are trying to solve with the “Email management process”: ○ ensuring sender / customer satisfaction ○ ensuring organization's reputation ○ ensuring proper routing of emails between employees ○ ensuring standardized response of employees to most common situations and types of incoming email ○ improving communication culture and netiquette ○ improving self-management ● Context ○ Typical organization, which communicates with customers and partners (= nearly all organizations) ○ Can be also applied to personal email management ○ When the organization employs somebody it has to teach him/her the strategy of professional email management 3
  • 4. What can we do about it? 4
  • 5. Email management process - top level overview 5 Click on sub-processes to see the details! If links don’t work, see the presentation here.
  • 6. Decide on next action Next action depends on the type of input (email)
  • 7. 1.1 Email process -Handle simple 7 We want more of these! :) What about not replying at all ? :) What about confirm recipients ? One level up
  • 8. 1.2 Email process - Forward 8 We want more of these! :) One level up
  • 9. 1.3 Email process -Handle complex 9 Critical tasks to maintain your integrity and good relations! One level up
  • 10. 1.4 Email process -Handle other 10 What about ‘delete all and wait for important email to come back’? One level up
  • 11. After applying this process to your organization Managing your inbox is easy, right? A little bit better now! Your employees know how to communicate, right? A little bit better now! Your contacts are responsive, never lost emails, don’t have excuses, right? It’s improving! 11
  • 12. Disclaimer 12 Process models / examples are partial mappings of real situations and were designed using BPMN.IO tool, a derivate of Camunda. If you need .bpmn versions of the process models, please subscribe on the next page. After downloading you can open process models in: BPMN.io, Camunda, Yaoquiang, Bonita BPM and possibly other tools.
  • 13. Last but not least Like it, share it, comment it! And of course, don’t forget to reuse it (with contribution) in your projects. If you want to learn how to identify, model, optimize processes, you can attend our live or on-line learning courses: ○ ECQA Certified Business Process Manager - Foundation and Advanced level ○ ECQA Certified Business Process Manager in Higher Education Institutions ○ i-VBPM (BPM on interactive board for VET) Subscribe: here Website: BICERO ltd. E-mail: tomislav.rozman@bicero.com LinkedIn: Tomislav Rozman 13