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Minimize the risk of development

WorkPoint 365 makes it fast and easy to build modular solutions – with no development or coding.

Future-proof business solution

WorkPoint 365 structures data via SharePoint and bridges to Microsoft 365 – As a result, you receive a seamless and future-proof cloud solution.

High degree of governance

Together with the automated classification and inheritance of data, oversight and control is ensured, which makes it possible to scale WorkPoint 365 for an enterprise solution.

Intelligent archiving and journaling of mails

WorkPoint makes it fast and easy to archive and journalize mails. By integrating a drag and drop functionality combined with an intuitive search tool, this saves users in many hours of systemizing their mails.

15. March 2021

Bridging The Gap: Microsoft 365 & Document Management Systems

Bridging The Gap: Microsoft 365 & Document Management Systems

Microsoft 365 is an excellent content and collaboration platform. With several applications and services for different purposes and tasks packed with all kinds of functionality, people can come together and work with speed and efficiency.

However, Microsoft lacks in areas where other document management systems shine. But it’s no wonder – they’re designed for entirely different purposes.

Companies migrating their server to the cloud still need to ensure their files, documents, and data have structure, information architecture, security, and content lifecycle management.

And that’s where companies like WorkPoint come in – to bridge the gap and well-needed structure, governance, and control to content in Microsoft 365.

Delivering What’s Missing

Microsoft’s platform is constantly developing. As a result it doesn’t have all of the functionality needed to deliver document management. That’s why Microsoft has a strategy of working closely with partners – like WorkPoint – who can deliver the complete solution.

For example, in controlled environments like pharma and engineering, document numbering – a functionality seen in document management systems – is common practice. It makes sense because even if two documents look identical, they can be worlds apart. Document numbering fixes this issue.

Metadata on your documents is another key thing. With it, you can quickly assess the purpose and type of document – and understand exactly where it belongs. Is it a personal file, contract, or project initiation document? With important bits of metadata, your information is always structured.

Having a security model is also vital. Some information is not meant to be seen by everyone. And if you have top-secret projects, you certainly need the ability to control who can access them.

Professional Unison

Other functionality like template management is also important – in ensuring that everyone in an organisation works in unison. From a set of approved templates, users create ready-made documents that auto-populate content like project name, manager, and ID from project information. WorkPoint provides the functionality and governance missing in Microsoft 365 – bridging the gap between document management and your new cloud platform.

Plus, with plugins like WorkPoint Express, you can give users the ability to work from their everyday tools like Outlook without leaving the application. Traditionally, bringing files into SharePoint project sites includes saving the file to your desktop and uploading it. With WorkPoint, it’s simple drag and drop – which everyone can do.

This built-in collaboration ensures that important emails and attachments are never lost – even when employees leave the company. If you get an email, WorkPoint captures metadata like the email address, title, attachment contents, time, and more – determining exactly which project, case, or context it relates to.

With automated structure, you never have to worry about where your organisational content belongs. And with automated journaling, your data is also archived correctly without the need for external tools.

Because it’s built directly on top of Microsoft 365, you get all the goodness Microsoft 365 offers while ensuring a secure experience. WorkPoint also integrates with the Power Platform, enabling complete automation of your processes and structuring unstructured data.

Work directly from Outlook, Office, SharePoint, and Teams and say hello to your new world of governance, control, information architecture, and content lifecycle management in Microsoft 365.

Get your exclusive tour of WorkPoint. Contact us today!