Case Study: Willett Hofmann & Associates achieves easier email filing and search with Mail Manager

Why Mail Manager was 'hands down the way to go' for Willett, Hofmann & Associates

Willett Hofmann & Associates, Inc. (WHA) is a multi-discipline design and land surveying firm that struggled to manage project emails across shared Outlook folders. Before using Mail Manager, the team relied on manual filing, had difficulty locating messages, and spent significant time converting email folders into PDFs that were hard to update and search.

WHA implemented Mail Manager, an Ideagen solution, to simplify email filing, improve access to project correspondence, and make searching faster and more reliable. The rollout was smooth, training 60–70 staff in a single session, and the company now has around 70 employees using it to save emails for projects and other records with easy server-based access, better backup, and quick retrieval of older client information.

Willett Hofmann & Associates, Inc