What it covers
Mailbox audit, folder or label design, VIP lists, priority logic, routing rules, retention considerations and approval thresholds.
Inputs and deliverables
Requires mailbox access, stakeholder priorities and existing policies. Produces an inbox playbook, taxonomy and escalation matrix.
Technology involvement
Uses native Microsoft 365 or Google Workspace rules where suitable, with approved task and reporting tools.
Dependencies and exclusions
Depends on clear decision rights. It does not replace records-management, legal-retention or regulated compliance advice.