Case Study
JH Specialist Roofing Solutions, a trusted residential and commercial roofing contractor with 18+ years of experience serving the Midwest
The company handles hundreds of daily emails involving project quotes, contracts, change orders, insurance claims, warranty documentation, and customer communications.
The Challenge
By mid-2025, JH Specialist Roofing Solutions was experiencing significant issues:
The Solution: Cloud Based Email Archiving
JH Specialist Roofing Solutions deployed an Email Archiving, solution, which is a secure, enterprise-grade solution tailored for compliance and long-term retention.
Key features implemented:
Automated & Tamper-Proof Archiving
Real-time journaling and archiving of all sent and received emails, including attachments
Immutable storage ensuring records cannot be altered or deleted
Powerful Search & e-Discovery
Fast, indexed search across the entire email archive
Flexible retention policies (e.g., 10 years for contracts and warranties, shorter periods for general correspondence)
Compliance & Security Controls
Role-based access and detailed audit logs
End-to-end encryption and secure cloud infrastructure
Automated compliance reporting and policy enforcement
Seamless Integration
Smooth deployment with Microsoft 365 through integrated managed services
Minimal disruption to daily team workflows
Implementation Timeline
Weeks 1–2: Needs assessment, retention policy design, and planning with AppRiver
Weeks 3–4: System deployment and migration of historical emails
Week 5: Staff training on search, retrieval, and compliance features
Month 2 onward: Full operation with ongoing optimisation and monitoring