Workflow
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The construction company Tscherning implemented WorkPoint to manage their work processes more efficiently. This provided them with an overview of all tasks, employee competencies and resources, templates and procedures. The management expects this to optimize their processes by 20%. Key benefits include standardized document templates, filling out project plans with predefined data, and saving 5 minutes per proposal through mail merging, which could result in substantial time savings across their 1000 annual proposals.
Workflow
- 1. EFFICIENT MANAGEMENT OF WORK PROCESSES with intuitive email and document management WorkPoint Cloud - hybrid - 365
- 2. Tscherningexpectsa20 percentoptimisationof processes The construction company Tscherning has been afforded an overview of all tasks, progress on all tasks, as well partners and contacts. They now have an overview of the competencies and resour- ces of the employees and an in-house knowledge library. In addition, all templates and procedures have been systemised. All in all, the management expects a 20 percent optimising of processes. ”From now on, we will be able to save time on documents with previously defined document tem- plates. Further, project plans can be filled out with data beforehand. We send out 1,000 proposals a year, and if we are able to save a mere five minutes on each by simple mail merger, that is a substan- tial savings.” Niels Bredal, CFO WorkPoint is a busi- ness-strategic solution for case management, building atop SharePoint and completing Office. The dynamic structure of WorkPoint is also available on tablets and smartphones. A system tailored to us Attorneys Brandt & Lauritzen share how WorkPoint support them in their work and not vice versa. http://youtu.be/zAVQciVHFW4 EFFICIENTLY MANAGE ALL ROUTINES AND WORKFLOWS with WorkPoint’s central cockpit Systemise the everyday WorkPoint is a tool efficiently supporting all routines and workflows across the organisation. By managing and streamlining workflows and processes, a clear delegation of roles and tasks is created. The result is high and uniform quality, easing the execution of routine tasks, as well as ensuring the adherence to previously defined procedu- res. It affords a crystal clear overview of all workflows and processes as well as exact documentation of any requirements from authorities. Ad- ding to this, is a single, common user interface, guiding you easily and elegantly through all phases of a project or previously defined workflows – such as the delegation of tasks, execution, and control checks. Quality assurance and minimised potential for human errors coup- led with overview of information flow and progress on associated tasks Overview of all relevant contacts, stakeholders, master data, docu- ments, and emails Template library aids the management of documents. Automatic version management of documents ensures all changes and ap- provals are always registered Efficient email management with quick and easy archiving via drag and drop. Intelligent suggestions for journaling as well as automated journaling Move your work processes into MS Outlook and use that as your primary tool
- 3. WorkPoint – efficient workflow management Quick and easy integration with Office WorkPoint structures all data through SharePoint and bridges the gap to the Microsoft Office suite – e.g. MS Outlook, Word, Excel, and Power- Point. By employing WorkPoint, you are afforded a standard, configurable solution tailored to the sector, covering the need for completely efficient case management. By integrating WorkPoint with Office it is now possible to link emails, attachments, various documents, and contacts in Outlook to a specific case. Compose WorkPoint so the solution suits your requirements Build and expand upon WorkPoint to make it suit your requirements – whether you are in need of a coordinator of business-critical processes, or are oriented towards case or project management. Centralcockpitforefficientworkflows WorkPoint is a cockpit from where you can manage all processes and workflows. As a consequence, there is no need to switch from one system to another. WorkPoint has several approaches to mana- ging the processes. In some organisations, focus is aimed at case management or project management, while others are more focused on sales management. Common to all, is that efficient management of emails and docu- ments has become a business-critical factor. @ Efficient case management with standardised workflows and procedures WorkPoint offers efficient case and document management in all processes, resulting in uniform oversight of all cases in the organisation, as well as af- filiating all clients, stakeholders, information, masterdata, documents, and emails to individual cases. Automated versioning of documents ensures that all changes and approvals are always registered. Project tool for efficient gate and risk management and quality assurance WorkPoint is an efficient information management tool for projects, making it possible to execute and review in a single system. It is a tool to automate processes, manage the allocation of tasks, execute projects with efficient document and email management, and keeping a focus on quality assuran- ce, risk management, gate management, and reviewing. Contacts management with intuitive document and email management Gain an overview of contacts, correspondence, and current tasks. Work- Point’s contacts management system offers you the complete overview of collaboration partners and meetings as well as the entire correspondence of the organisation. Adding to this, it affords access to important documents, agreements, collaborative work with partners, and more. Journal important emails and attachments directly to a folder Many companies receive critical information and documents via email. Work- Point ensures important emails do not end up in the inbox of the individual employee, but are viewable by all, and are instantly affiliated with the case or project the emails concern. By utilising the simple drag and drop functionality in Outlook, emails and attachments can be archived directly to a folder. @
- 4. The solution is developed by: BE READY TO FLY FROM DAY ONE – no time-consuming or costly development Navigate safely in the cloud Try WorkPoint 365 for 30 days – entirely free WorkPoint 365* is a business-strategic Cloud-solution, taking full advantage of SharePoint 365, integrating with Microsoft Office 365. An ideal solution for the company wishing to simply focus on the work to be done – without having to divide attention with the operation, maintenance, and installation of updates. *Options will vary according to platform ChecklistTo do-listManual 1 2 3 4 Standard SharePoint SharePoint is the foundation, but from there, a solution needs to be developed from the ground up. Specialist development Specialist development of SharePoint is a time-consuming and costly pro- cess. It is risky, and a great amount of knowledge, management, and oversight are needed. WorkPoint A strong foundation and turn-key solution, ready to use. Developing business-critical processes in SharePoint requires a lot of specialist development in order to achieve the full benefits of the platform. It is a very time consuming and costly process. In addition, it is risky, because the outcome of the finished solution is unknown. WorkPoint is a standard solution building atop Sha- rePoint, tried and tested in an array of industries. The financial investment and the complexity of specialist development of SharePoint are all avoided entirely. WorkPoint is available in three versions: Hybrid, Cloud, or 365 (license or lease). Select a lease agreement and avoid concerns about operating costs, crashes, server updates, or software upgrades. With a per-user-per-month solution, there is no contingencies. This makes the solution appropriate for even smaller organisations with an expressed need for document and project management.