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E-mail management in Statoil
Presentation to Norsk Arkivråd, October 28 2010
Peter Nitter, RIM PRO
Who we are

• Energy company present in 34 countries with 20,000 employees

• Producing 1.95 million barrel of oil equivalent (boe) pr day

• About 22 billion boe in proven resources (5.6 billion as booked reserves)

• One of the world’s largest net sellers of crude oil

• The world's largest operator in waters deeper than 100 metres

• World leader in carbon capture and storage

• The second largest exporter of gas to Europe
Who am I?
            Peter Lorentz Nitter

            Work
            •   Statoil: Records and Information Manager in Projects & Procurement since
                2008

            •   Bouvet: Consultant working on implementation of Information Management
                solutions (mainly for Statoil) 2005-2008

            •   Kronodoc: Consultant for a Finnish software company specialising in
                collaboration and information management solutions 2000-2005

            •   CERN: Project associate 1999-2000

            Education
            •   NTNU (1999): Department for Mechanical Engineering. Project- and Quality
                Management.

            •   UiO (2008): Organizational and Occupational psychology
Characteristics of Statoil’s operations
• Is a geographically distributed company. Future growth expected internationally
• Essential that employees with specialised skills are able to communicate and
  collaborate effectively on complex tasks
• Extensive collaboration with external partners (contractors) – everyone has mail
• The company has a significant amount of own policies and requirements for long
  term storage, traceability and retrieval of company information
• Must comply to governmental regulations
    − Petroleum Act (Petroleumsloven)
    − Requirements for public companies listed on Oslo Stock Exchange
    − Requirements for companies listed on US stock exchange (SOX)
    − Similar local regulations in the countries we operate in
    − «Archive act» (Arkivloven) is not relevant for Statoil
The aim is to create traces that last…
What do users want to use? (email and phone)
    PREFERRED TOOLS FOR VIRTUAL TEAMS




                                             Economist intelligence unit survey, October-November 2009



Economist intelligence unit survey, October-November 2009
So what’s wrong with email?
• Company information is being stored in private repositories
• Employees might commit the company financially or in other ways without the information being
  accessible for others
     − Our counterparty can have better documentation than we have on the commitment
• Prevents sharing information and knowledge with colleagues
• «IM41» (Information Management for one)
     − Everyone builds their own “archive”
     − A person brings the “archive” with him/her when moving to new tasks (e.g. reorganisation)
• Authenticity of an email which is not archived can be questioned as it is easy to manipulate
• Great tool for massive duplication of information 
     − What is the valid/last version
Some numbers

• Monthly increase of 2-6 % of mailbox size
  this year
• Some 67000 mailboxes
• Average mailbox size is about 200 Mb
• 14 Tb total size of email repository
Statoil’s approach to face the challenge
Policy, Guidelines, Training              Technical tools


• Policy anchored in «The Statoil book» • Size limitation in Outlook to limit
• Relevant roles and responsibilities     amount of data
 clarified and documented                 • Customised tool to transfer emails to
• Manage email guideline                    team site and archive with metadata
                                            and retention policy
• Challenge process owners to be
  specific on how correspondence          • Group mailboxes to be used by
  should be managed                         several employees for a task

• Extensive training material             • Corporate search engine for retrieval
                                            of correspondence stored in common
                                            repositories
We manage our information so that it is:


                                 Accurate      Appropriate




                                Handled in
                                accordance       Readily
                                  with its      available
                                 sensitivity
Information management policy
Different roles and responsibilities
                                   PERSONELL
                       Act according to governing documents



                                                              IMT manager
     UNIT MANAGER                                             Ensure compliance
  Implementation and                                          RIM
           follow-up                                          Communicate, monitor
                                                              and enforce



                                PROCESS OWNERS
                        Specify requirements and practices
Basic idea   What about…:
             • Storage capacity?
             • Versions?
             • Search?
             • Sick leave or
               turnover?
             • Legal discovery?
The Collaboration@Statoil tools
                                                               Statoil portal


     Produce                  Mail, tasks and
                 Search and
   information                  calendar                         LiveMeeting
                  retrieval                     Communicator




                    Corporate archive (”Meridio”)
Metadata and archiving in practice


             A link to the archived document
             is avalable from the Team Site




          Corporate archive
Status pr. October 2010
• Varying use of email archiving.
    − Good in processes and tasks where we need to be legally compliant
    − Not so good for knowledge transfer
• In some processes (e.g. procurement, project change) we have taken ”a step
  back” and needed to implement increased formalities
    − Only signed letters accepted (e-mail correspondence not accepted)
• “Mail dumping” is a well known phenomena
    − Uncritical transfer of email to shared workspaces when mailbox is full
• Currently designing and implementing new collaboration tools (Office 2010)
    − How easy should we make it to use email if we want employees to work in
      other tools?
    − How realistic is it to replace use of email?

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E Mail Management In Statoil Norsk Arkivrad October 2010

  • 1. E-mail management in Statoil Presentation to Norsk Arkivråd, October 28 2010 Peter Nitter, RIM PRO
  • 2. Who we are • Energy company present in 34 countries with 20,000 employees • Producing 1.95 million barrel of oil equivalent (boe) pr day • About 22 billion boe in proven resources (5.6 billion as booked reserves) • One of the world’s largest net sellers of crude oil • The world's largest operator in waters deeper than 100 metres • World leader in carbon capture and storage • The second largest exporter of gas to Europe
  • 3. Who am I? Peter Lorentz Nitter Work • Statoil: Records and Information Manager in Projects & Procurement since 2008 • Bouvet: Consultant working on implementation of Information Management solutions (mainly for Statoil) 2005-2008 • Kronodoc: Consultant for a Finnish software company specialising in collaboration and information management solutions 2000-2005 • CERN: Project associate 1999-2000 Education • NTNU (1999): Department for Mechanical Engineering. Project- and Quality Management. • UiO (2008): Organizational and Occupational psychology
  • 4. Characteristics of Statoil’s operations • Is a geographically distributed company. Future growth expected internationally • Essential that employees with specialised skills are able to communicate and collaborate effectively on complex tasks • Extensive collaboration with external partners (contractors) – everyone has mail • The company has a significant amount of own policies and requirements for long term storage, traceability and retrieval of company information • Must comply to governmental regulations − Petroleum Act (Petroleumsloven) − Requirements for public companies listed on Oslo Stock Exchange − Requirements for companies listed on US stock exchange (SOX) − Similar local regulations in the countries we operate in − «Archive act» (Arkivloven) is not relevant for Statoil
  • 5. The aim is to create traces that last…
  • 6. What do users want to use? (email and phone) PREFERRED TOOLS FOR VIRTUAL TEAMS Economist intelligence unit survey, October-November 2009 Economist intelligence unit survey, October-November 2009
  • 7. So what’s wrong with email? • Company information is being stored in private repositories • Employees might commit the company financially or in other ways without the information being accessible for others − Our counterparty can have better documentation than we have on the commitment • Prevents sharing information and knowledge with colleagues • «IM41» (Information Management for one) − Everyone builds their own “archive” − A person brings the “archive” with him/her when moving to new tasks (e.g. reorganisation) • Authenticity of an email which is not archived can be questioned as it is easy to manipulate • Great tool for massive duplication of information  − What is the valid/last version
  • 8. Some numbers • Monthly increase of 2-6 % of mailbox size this year • Some 67000 mailboxes • Average mailbox size is about 200 Mb • 14 Tb total size of email repository
  • 9. Statoil’s approach to face the challenge Policy, Guidelines, Training Technical tools • Policy anchored in «The Statoil book» • Size limitation in Outlook to limit • Relevant roles and responsibilities amount of data clarified and documented • Customised tool to transfer emails to • Manage email guideline team site and archive with metadata and retention policy • Challenge process owners to be specific on how correspondence • Group mailboxes to be used by should be managed several employees for a task • Extensive training material • Corporate search engine for retrieval of correspondence stored in common repositories
  • 10. We manage our information so that it is: Accurate Appropriate Handled in accordance Readily with its available sensitivity Information management policy
  • 11. Different roles and responsibilities PERSONELL Act according to governing documents IMT manager UNIT MANAGER Ensure compliance Implementation and RIM follow-up Communicate, monitor and enforce PROCESS OWNERS Specify requirements and practices
  • 12. Basic idea What about…: • Storage capacity? • Versions? • Search? • Sick leave or turnover? • Legal discovery?
  • 13. The Collaboration@Statoil tools Statoil portal Produce Mail, tasks and Search and information calendar LiveMeeting retrieval Communicator Corporate archive (”Meridio”)
  • 14. Metadata and archiving in practice A link to the archived document is avalable from the Team Site Corporate archive
  • 15. Status pr. October 2010 • Varying use of email archiving. − Good in processes and tasks where we need to be legally compliant − Not so good for knowledge transfer • In some processes (e.g. procurement, project change) we have taken ”a step back” and needed to implement increased formalities − Only signed letters accepted (e-mail correspondence not accepted) • “Mail dumping” is a well known phenomena − Uncritical transfer of email to shared workspaces when mailbox is full • Currently designing and implementing new collaboration tools (Office 2010) − How easy should we make it to use email if we want employees to work in other tools? − How realistic is it to replace use of email?