Workflows | ExchangeDefender [ Skip to content ](#main) [ ![ExchangeDefender](/assets/images/xd_logo_blue.png) ](/) Email Security ![Platform Overview](/assets/images/m-xd-pro.png)### ExchangeDefender PRO Enterprise-grade email security made simple for every business. [Sign Up](/sign-up) [Live Demo](/demo) [Email Security Stops spam, malware & phishing in real time. ](/email-security) [Encryption Secure your emails, attachments & sensitive data. ](/corporate-email-encryption) [Web File Sharing Easy, safe cloud file sharing with access control. ](/web-file-server) [Live Archive Locked-in email backup & continuity during outages. ](/livearchive-backup) [Emergency Inbox Keep email flowing without interruption if your provider fails. ](/inbox) [Spearphish Train your team with phishing simulations & risk tracking. ](/spearphishing) Managed Email ### Enterprise-Grade Managed Email Reliable, secure, and fully managed email operations for modern organizations. ![ExchangeDefender](/assets/images/managed_email_menu.png) [Microsoft365/Google Email Management Expert management and security for Microsoft 365 and Google Workspace email. ](/managed-email-operations) [AI Advisory Secure, practical AI consulting & implementation for SMBs. ](/management-ai) Company ### ExchangeDefender: 29+ Years of Trust We are a cybersecurity company focused on business email protection, with 29+ years of experience keeping organizations secure, connected, and resilient. ![ExchangeDefender](/assets/images/careers_1.png) [ About Us Learn our purpose, values, and the mission behind every decision. ](/about-us) [ Blog News, product updates and email security insights. ](/blog) [ Capabilities Discover the tech and expertise that keep your email secure around the clock ](/capabilities) [ Careers Be part of a team using modern tech to solve real threats and ship great work. ](/careers) [Partners](/partners) [Docs](/docs) [Contact Us](/contact) Talk to a Human Open menu Menu ---- Email Security [Email Security](/email-security) [Encryption](/corporate-email-encryption) [Web File Sharing](/web-file-server) [Live Archive](/livearchive-backup) [Inbox](/inbox) [Spearphish](/spearphishing) Managed Email [Microsoft365/Google Email Management](/managed-email-operations) [AI Advisory](/management-ai) Company [About Us](/about-us) [Blog](/blog) [Capabilities](/capabilities) [Careers](/careers) [Partners](/partners) [Docs](/docs) [Contact Us](/contact) Talk to a Human February 15, 2013 · [General](https://www-preview.exchangedefender.com/blog?category=uncategorized) Workflows ========= [![workflow-1](http://www.exchangedefender.com/blog/media/Workflows_C598/workflow-1_thumb.png)](http://www.exchangedefender.com/blog/media/Workflows_C598/workflow-1.png)The majority of my job is talking with partners and I do that everyday. Some, I talk with multiple times a week. Suffice to say, I have come to know a lot about your businesses and how they operate. With that said, this may sound familiar to you. > You are not operating your business correctly. By that, I mean you have no workflow established. Many of you provide your clients with multiple ways of contacting you directly anytime they wish—this includes calling your cell phone and home phone! While I can go into a list of reasons why that is wrong on so many levels, let us just stay on point for a moment. Let’s talk about your Support Department for a moment. Say as an example, Client A calls you with a email problem in the middle of you working on Client B’s issue. You take the call, confirm that they cannot send or receive email, and tell them you will handle it as soon as possible. After Client B’s issue takes longer than expected, Client C sends you an email stating they need to set up an appointment for you to address BSoD error on their Accountant’s workstation. After reading Client C’s email, you immediately receive a call from Client B stating that the malware you thought you just removed from their workstation has returned and they can not access network resources, including the Internet. I am writing this and I am already confused! All the while, you are subscribed to the “simplest and most effective [IT Management Platform](http://www.shockeymonkey.com) and customer relationship management system—unifying support, services, management, reporting, accounting, and sales activity under a completely free branded experience.” Shameless plug, I know. ![Smile](http://www.exchangedefender.com/blog/media/Workflows_C598/wlEmoticon-smile.png) > ***What is my point?*** Create a proper workflow for your support department. In fact, create workflows for all your departments within your business. I don’t care if you are a one-person shop either. If you have not clued in yet, your company (however small or big) still has the same major keystone that every business is comprised of: Marketing, Sales, Service/Support, Accounting, and Human Resources. Creating workflows allows your departments to run efficiently. More importantly, share these workflows with your clients. After all, you have no right to complain if you have not established a set of rules for them to follow. Michael D. Alligood Partner Sales & Support, ExchangeDefender & Shockey Monkey (877) 546-0316 x707 [ Previous post Happy Valentine’s Day! February 14, 2013 ](https://www-preview.exchangedefender.com/blog/2013/02/happy-valentines-day-2) [ Next post How our SPAM detection systems work February 22, 2013 ](https://www-preview.exchangedefender.com/blog/2013/02/how-our-spam-detection-systems-work) Related Posts ------------- [ 1 May ](https://www-preview.exchangedefender.com/blog/2026/05/exchangedefender-new-ui-is-live)### [ExchangeDefender New UI is Live](https://www-preview.exchangedefender.com/blog/2026/05/exchangedefender-new-ui-is-live) [Read more: ExchangeDefender New UI is Live](https://www-preview.exchangedefender.com/blog/2026/05/exchangedefender-new-ui-is-live) [ ![](https://storage.services.exchangedefender.network/exchangedefender-blog/blog/2025/12/christmas-1.jpg) 25 Dec ](https://www-preview.exchangedefender.com/blog/2025/12/merry-christmas)### [Merry Christmas](https://www-preview.exchangedefender.com/blog/2025/12/merry-christmas) [Read more: Merry Christmas](https://www-preview.exchangedefender.com/blog/2025/12/merry-christmas) [ ![](https://storage.services.exchangedefender.network/exchangedefender-blog/blog/2025/11/Website-Screenshots-2025-4.jpg) 4 Nov ](https://www-preview.exchangedefender.com/blog/2025/11/why-iot-devices-are-a-hidden-security-risk-for-your-business)### [Why IoT Devices Are a Hidden Security Risk for Your Business](https://www-preview.exchangedefender.com/blog/2025/11/why-iot-devices-are-a-hidden-security-risk-for-your-business) [Read more: Why IoT Devices Are a Hidden Security Risk for Your Business](https://www-preview.exchangedefender.com/blog/2025/11/why-iot-devices-are-a-hidden-security-risk-for-your-business) Search the blog Search Recent Posts ------------ - [ExchangeDefender New UI is Live](https://www-preview.exchangedefender.com/blog/2026/05/exchangedefender-new-ui-is-live) - [Announcing ExchangeDefender 10](https://www-preview.exchangedefender.com/blog/2026/04/announcing-exchangedefender-10) - [Merry Christmas](https://www-preview.exchangedefender.com/blog/2025/12/merry-christmas) - [Why IoT Devices Are a Hidden Security Risk for Your Business](https://www-preview.exchangedefender.com/blog/2025/11/why-iot-devices-are-a-hidden-security-risk-for-your-business) - [Top 5 IT Problems Small Businesses Face in 2025 — and How to Fix Them](https://www-preview.exchangedefender.com/blog/2025/10/top-5-it-problems-small-businesses-face-in-2025-and-how-to-fix-them) Categories ---------- - [Archiving](https://www-preview.exchangedefender.com/blog?category=archiving) (21) - [Business Continuity](https://www-preview.exchangedefender.com/blog?category=business-continuity) (13) - [Compliance](https://www-preview.exchangedefender.com/blog?category=compliance) (8) - [ExchangeDefender](https://www-preview.exchangedefender.com/blog?category=exchangedefender) (349) - [General](https://www-preview.exchangedefender.com/blog?category=uncategorized) (590) - [Hosted Services](https://www-preview.exchangedefender.com/blog?category=hosted-services) (86) - [Industry News](https://www-preview.exchangedefender.com/blog?category=industrynews) (29) - [Marketing](https://www-preview.exchangedefender.com/blog?category=marketing) (18) - [Phishing](https://www-preview.exchangedefender.com/blog?category=phishing) (5) - [PRO TIPS](https://www-preview.exchangedefender.com/blog?category=pro-tips) (44) - [Product Features](https://www-preview.exchangedefender.com/blog?category=product-features) (54) - [Security](https://www-preview.exchangedefender.com/blog?category=security) (65) - [Shockey Monkey](https://www-preview.exchangedefender.com/blog?category=shockey-monkey) (22) - [Spamfilter](https://www-preview.exchangedefender.com/blog?category=spamfilter) (5) - [Support](https://www-preview.exchangedefender.com/blog?category=support) (45) - [Webinars](https://www-preview.exchangedefender.com/blog?category=webinars) (44) Solutions --------- - [Stop Spam & Malware](/email-security) - [Hands-Free Email Backup](/livearchive-backup) - [Instant Email Recovery](/inbox) - [Send Private Emails](/corporate-email-encryption) - [Train Against Email Threats](/spearphishing) - [Share Files Safely](/web-file-server) Company ------- - [About ExchangeDefender](/about-us) - [Compliance & Legal](/our-compliance) - [Become a Partner](/partners) - [Support Portal Login](https://support.exchangedefender.com/) - [Microsoft 365 Email Management](/managed-email-operations) - [AI Advisory Service](/management-ai) ![ExchangeDefender](/assets/images/dark-xd-logo.png)USA: +1 (407) 465-6800 United Kingdom: 0800 8620149 Australia: +61 0390010641 Fax: +1 (954) 839-8737 [ ](https://www.facebook.com/ExchangeDefender) [ ](https://www.twitter.com/XD_Defender) [ ](https://www.linkedin.com/company/exchangdefender) [ ](/blog) © 2026 Own Web Now Corp - All rights reserved </> with ❤️ in Orlando [SLA](/sla) [TOS](/tos) [PRIVACY](/privacy-end-users) [AUP](/aup) We're Here to Help 👋 -------------------- Tired of AI 🤖 and hold music? 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