The quality of the information contained in your database, the innovative ideas your team members have and your commitment to be more productive without incurring additional labor expenses can all become meaningless without a means of viewing and sharing information. SharePoint as an ECM tooloffers a variety of ways to view information that can be adapted to each user’s specific needs.
The project dashboard gives team members a single location for sharing files, tracking progress and communicating with each other. From the home page, they can view the progress bar and tell at a glance the completion percentage, the most current news feed and the documents linked to the project. Links to other screens let you manage team assignments and project email, participate in or view discussions and more.
Each user can create a personal dashboard centered around what is most important to the individual. Users can monitor social feeds to stay abreast of relevant posts or content, keep track of communities or groups they are following, collaborate with others or keep all of their documents organized in a central location.
The executive dashboard gives managers easy access to the data they need to make informed decisions. Users can choose to display graphs, such as sales statistics in particular regions or by agent. A calendar can help keep track of project due dates, or maps can be used to monitor activity within a city, state or country.
The SharePoint knowledge center is an ideal location to consolidate all your white papers, articles, blogs and bulletins. Team members can find what they need without extensive searching or transferring files back and forth. A customer-facing knowledge center allows clients to find what they need without having to call or email you, freeing your personnel for other tasks.
Every business has a multitude of records that must be retained for reference, support or to meet legal requirements. Invoices, service tickets, quotes and bids, sales goals, delivery receipts, purchase orders and customer communications are just a few of the various documents that must be kept on file. With a SharePoint records center, you can keep all of your documents organized, and you and your team members can access them from anywhere that an Internet connection is available. Sharing files or documents with others is simplified even if the sender or recipient is using a mobile device.
SharePoint eDiscovery Center
The growth of eDiscovery has been explosive over the past few years. Electronic information can be accessed faster, requires less staff hours and can uncover data that might have been missed during a manual search. However, organizing the data can be a challenge. In addition, although you want the individuals who need to access the data to be able to do so with ease, you must also ensure that the information is secure and that unauthorized users will be denied access. The SharePoint eDiscovery center helps you accomplish all this and more. You can incorporate checklists for tasks that need to be performed, organize the files and restrict access to only those users with a true need.
SharePoint 2013 applications can help you manage your business and improve communications and collaboration between employees. Your IT department also benefits — upgrades to servers can be performed without affecting users and servers are optimized to require minimal resources while providing excellent user experiences.
If you would like to learn more about SharePoint 2013, please contact us today. EX2 is a Microsoft Gold Certified Partner with extensive experience creating SharePoint solutions.