Case Study: Terra Engineers improves email filing and search efficiency with Mail Manager

Terra Engineers - Customer Case Study

Terra Engineers, a San Francisco-based engineering consultancy serving clients across the U.S., Middle East, and Asia, struggled to manage large volumes of email across distributed teams. Relying on Outlook alone made it difficult to centrally organize project correspondence, quickly search messages and attachments, and ensure emails were retained for e-discovery, archiving, and continuity when staff were unavailable. Terra Engineers chose Mail Manager, an Ideagen solution, to address these communication and filing challenges.

Mail Manager was implemented as an Outlook plug-in to help Terra Engineers file emails and attachments into shared network project folders, improving accessibility and reducing inbox storage pressure. The solution enabled faster searches using multiple metadata fields, supported easier e-discovery, and kept correspondence in native format alongside project documents. Terra Engineers reported significant time savings from centralized filing and improved efficiency, and the success of Mail Manager was strong enough that they recommended it to their clients.

Terra Engineers

Robert C. Kirby

Vice President