What's the best way to organise business emails efficiently?

Updated

Efficiently organising business emails is about more than just keeping your inbox tidy—it's about ensuring your team can communicate effectively, protect sensitive information, and maintain smooth operations. For Australian small and mid-sized businesses using Microsoft 365, adopting a structured approach to email management helps reduce risks like data loss, cyber threats, and costly downtime.

Why effective email organisation matters for your business

When emails are scattered, important messages can be missed, deadlines overlooked, or confidential information accidentally shared. This can damage customer trust and lead to compliance issues, especially with Australia's privacy regulations. Poor email management also increases vulnerability to phishing attacks and malware, which often target email accounts. Furthermore, disorganised email systems slow down your staff, reducing productivity and impacting your bottom line.

A practical example: How a 50-person business improved email management

Consider a mid-sized Australian marketing firm with around 50 employees. They initially had no consistent email organisation strategy—staff kept emails in personal folders, and shared mailboxes were unmanaged. This led to missed client requests and occasional data breaches when sensitive emails were forwarded incorrectly. After engaging a managed IT provider, they implemented Microsoft 365 features like shared mailboxes, distribution groups, and retention policies. The provider also set up clear folder structures and trained staff on best practices. As a result, their response times improved, sensitive data was better protected, and compliance risks were reduced.

Checklist for organising your business emails efficiently

  • Ask your IT provider: How do you configure Microsoft 365 mailboxes for security and ease of use? Do you implement retention and archiving policies?
  • Review access controls: Check who has permission to access shared mailboxes and distribution lists. Limit access to only those who need it.
  • Use folder structures and categories: Encourage consistent use of folders and colour categories for different projects, clients, or departments.
  • Enable email retention policies: Set rules to automatically archive or delete emails after a certain period, reducing clutter and ensuring compliance.
  • Implement Multi-Factor Authentication (MFA): Protect email accounts with MFA to reduce the risk of unauthorised access.
  • Train your staff: Provide clear guidelines on handling emails, recognising phishing attempts, and managing attachments securely.
  • Regularly back up emails: Confirm with your provider how email data is backed up and how quickly it can be restored if needed.

What to discuss with your managed IT provider

When evaluating or working with an IT partner, ask about their experience with Microsoft 365 email management tailored to Australian SMBs. Inquire how they handle data security, compliance with Australian privacy laws, and disaster recovery. Clarify their support for user training and ongoing monitoring to catch issues early. A good provider will offer clear, practical advice and implement solutions that fit your business size and industry.

Organising your business emails effectively is a foundational step to improving communication, safeguarding data, and maintaining compliance. If you're unsure where to start or want to improve your current setup, consider consulting a trusted managed IT provider or IT advisor who understands the needs of Australian small and mid-sized businesses.

Tools & software for this topic

Not ready to change IT providers yet? These buying guides walk through tools your team can use to improve things on your own.

We may earn a small commission if you sign up with any of these tools and services, at no extra cost to you. We only feature tools that are appropriate for Australian businesses like yours.

Tools you can try right away

These tools line up with the topics in this guide and are commonly used by small and mid-sized businesses.

AvePoint Cloud Backup

Best for: Best for Australian SMEs needing comprehensive Microsoft 365 backup with granular recovery

Reliable cloud backup for Microsoft 365 with flexible restore options

AvePoint Cloud Backup offers cloud-to-cloud backup tailored for Microsoft 365 environments. It provides flexible restore options and supports a range of Microsoft 365 workloads, helping businesses reduce data loss risk and maintain productivity.

Backupify (Datto)

Best for: Best for Australian SMEs needing straightforward Microsoft 365 data protection with managed support

Reliable cloud backup for Microsoft 365 with easy recovery options

Backupify (Datto) offers cloud backup focused on Microsoft 365 applications, helping businesses protect emails, files, and collaboration data. It is often used by teams wanting simple restore options and integration with managed IT services.

Barracuda Email Protection

Best for: Best for Australian SMEs needing layered email security with easy management

Protects business email from spam, phishing, and malware threats

Barracuda Email Protection offers comprehensive filtering to reduce spam, phishing, and malware risks. It is often used by small and mid-sized businesses to maintain reliable email flow while lowering security risks and simplifying vendor management.

CleanTalk

Best for: Best for small businesses seeking straightforward, low-maintenance email spam protection

Helps reduce email spam and phishing with cloud-based filtering

CleanTalk is a cloud-based email security tool that focuses on blocking spam and phishing attempts. It offers easy setup and minimal ongoing management, making it suitable for small teams without dedicated IT staff.

CloudAlly

Best for: Best for Australian SMEs needing automated backup with flexible restore options

Reliable cloud backup to protect Microsoft 365 and SaaS data

CloudAlly offers automated backup solutions for Microsoft 365 and other SaaS platforms, helping businesses reduce data loss risks. It is often used for straightforward recovery of emails, files, and calendars with flexible retention policies.

CubeBackup

Best for: Best for Australian SMEs wanting straightforward, self-managed cloud backup solutions

Automated backup and recovery for Google Workspace and Microsoft 365 data

CubeBackup offers automated backup for Google Workspace and Microsoft 365, helping businesses protect emails, contacts, and files. It is often used by teams that prefer managing backups in-house with clear control over data storage and recovery.

Need hands-on help?

If you’d rather have a provider handle this for you, here are firms that work on Microsoft 365 & Email in Australia.

Top firms for Microsoft 365 & Email
Spirit Technology Solutions
Melbourne, Victoria

Overview

Spirit Technology Solutions is a managed IT services provider based in Melbourne, Victoria. They specialize in delivering reliable technical support and connectivity solutions for businesses and home users alike. With a focus on customer service, this MSP aims to ensure that their clients enjoy seamless experiences with their IT services.

This IT services company has established a solid reputation for their professionalism and attention to detail. Spirit Technology Solutions is dedicated to helping their clients maintain optimal uptime and security while providing thorough and prompt support. Their typical clients range from individuals to small and medium-sized businesses that seek dependable technology solutions.

What clients say about this company

Clients often commend this IT services company for their consistent follow-up and outstanding customer care. Many share positive experiences about their reliability and the impressive speed of their services. Spirit Technology Solutions is recognized for addressing issues efficiently and effectively.

Customers appreciate the thoroughness of Spirit Technology Solutions' service, noting that outages are rare and often brief. They express gratitude for the attention to detail and the professionalism shown by the support staff. Overall, feedback highlights a strong commitment to customer satisfaction and effective communication throughout the service process.

4.3★
New Domain Services
Melbourne, Victoria

Overview

New Domain Services is a managed IT services provider based in Melbourne, Victoria. They focus on delivering reliable IT solutions for businesses of various sizes, particularly benefiting small to medium enterprises that depend on effective technology. This IT services company aims to enhance operational efficiency, ensuring clients can focus on their core activities without worrying about their IT challenges.

Their offerings include a range of services such as network management, cybersecurity, and cloud solutions. They strive to provide proactive support and timely assistance, although they have faced challenges with their offshore support structure. Despite some recent feedback from clients regarding support responsiveness, New Domain Services remains committed to helping businesses achieve their IT goals.

What clients say about this company

Clients have shared mixed experiences with this managed IT services provider. While many have praised their solid service in the past, recent comments highlight concerns about the support provided by offshore teams. Some clients express frustration over long wait times and a lack of effective assistance when issues arise.

Overall, many long-time customers note a decline in the quality of support over the last year, compared to previous years of satisfactory service. This shift has led to disappointment, as clients seek reliable and knowledgeable help for their IT needs. Nonetheless, New Domain Services still has a loyal customer base that appreciates their longstanding dedication to service.

4.6★
West Coast IT
Wangara, Western Australia

Overview

West Coast IT is a managed IT services provider based in Wangara, Western Australia. They specialize in offering reliable IT support and computer repair services to businesses and individuals in need. This IT services company focuses on ensuring uptime and operational efficiency for their clients by addressing technical issues promptly and effectively.

This MSP serves a diverse range of clients, from small businesses to individual consumers. They excel in providing straightforward and transparent solutions, helping customers understand the processes involved and the importance of proper device management. By prioritizing security and responsiveness, they build lasting relationships based on trust and professionalism.

What clients say about this company

Clients appreciate the prompt and efficient service they receive from West Coast IT. Many have noted the team's professionalism and respect during interactions, particularly when handling repairs and technical issues. Customers feel informed throughout the process, which enhances their overall experience.

West Coast IT has earned positive feedback for their ability to resolve complex issues without upselling unnecessary parts or services. By focusing on transparent communication and effective problem-solving, they have developed a reputation for quality care that clients trust and recommend to others.

4.9★
Sentry Cyber
Docklands, Victoria

Overview

Sentry Cyber is a managed IT services provider located in Docklands, Victoria. They focus on delivering high-quality cybersecurity solutions and IT support to businesses across various sectors. Their typical clients include small to medium-sized enterprises that require reliable technology management and enhanced security measures.

This IT services company prioritizes client needs through transparent communication and professional expertise. They are committed to protecting businesses with proactive cybersecurity practices and immediate technical assistance. Their team is dedicated to ensuring that clients feel secure and supported at all times.

Sentry Cyber aims to simplify complex IT challenges for their clients. They provide comprehensive services, including emergency support and the setup of essential tools like Office 365. By doing so, they help businesses operate efficiently while minimizing downtime and potential risks associated with cyber threats.

What clients say about this company

Clients appreciate the professionalism and technical skills demonstrated by the team at Sentry Cyber. Feedback highlights their ability to communicate clearly and address technical issues effectively. Many express gratitude for the exceptional support they receive, especially from key team members.

The proactive approach of Sentry Cyber is frequently mentioned in client testimonials. Customers feel reassured knowing they have a partner committed to their cybersecurity needs and who genuinely cares about their well-being. The rapid response times and friendly demeanor of the support staff are often noted as significant advantages.

Emphasis is placed on the company's honesty and transparency in all interactions. Clients feel that they can trust Sentry Cyber to act in their best interests, whether during routine maintenance or urgent situations. This level of care fosters strong relationships and results in high satisfaction with their services.

5.0★
Gold Coast IT Support
Burleigh Heads, Queensland

Overview

Gold Coast IT Support is a dedicated managed IT services provider located in Burleigh Heads, Queensland. They focus on delivering reliable support and solutions that help businesses thrive in a digital world. Their typical clients range from small to medium-sized businesses looking for effective IT management and support.

This IT services company prioritizes customer satisfaction by solving IT issues efficiently and providing ongoing training for employees. They excel in supporting services like IT support, Office 365 setup, compliance, and networking. Their comprehensive approach helps clients navigate the complexities of technology while ensuring operational continuity.

With a strong emphasis on professionalism and respect, this MSP builds lasting relationships with clients. They understand the importance of reliable IT services and strive to offer quick responses to support requests. Their commitment to excellence and organization makes them a trusted partner in the IT landscape.

What clients say about this company

Clients appreciate the responsive support provided by Gold Coast IT Support, often highlighting their ability to resolve issues promptly. With over ten years in the industry, many report feeling confident and secure knowing their IT needs are in capable hands. The team's expertise is frequently recognized, making them a go-to choice for local businesses.

Feedback frequently applauds the professionalism and courteous nature of the team. Clients feel respected during interactions and appreciate the friendly atmosphere during service engagements. This positive relationship fosters a collaborative environment, essential for successfully managing IT projects.

Further praise is directed towards the comprehensive training and onboarding processes offered. Clients report that their teams are well-prepared and confident in using the technology provided. The consistent feedback emphasizes that working with this IT services company significantly enhances organizational efficiency.

5.0★
Boost IT - Brisnane City Queensland
Brisbane City, Queensland

Overview

Boost IT is a managed IT services provider based in Brisbane City, Queensland. They specialize in delivering reliable IT support to businesses, particularly focusing on data security and system protection. Their services range from comprehensive IT support to regular onsite assistance, catering to various business needs.

This IT services company acts as an extension of their clients' teams, fostering a collaborative approach. They have built a reputation for excellent communication and quick response times, making it easier for clients to resolve IT issues effectively. By offering tailored solutions, they help organizations enhance their IT operations while ensuring strong security measures are in place.

What clients say about this company

Clients appreciate the friendly and supportive service from Boost IT, often noting how approachable their team is. Feedback highlights experiences like quick problem-solving during phone calls, showcasing their commitment to clear communication and effective support.

Many businesses have shifted to relying on Boost IT for their technical needs, especially after past unsatisfactory experiences. Clients frequently commend the value for money they receive, alongside the efficient service that ensures their IT systems remain secure and operational.

5.0★
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