PLATFORM FOR PROFESSIONAL SERVICES

Advanced platform for enhancing professional services with WorkPoint for managing outsourced tasks, projects and jobs for agencies who perform professional services within areas such as accounting and corporate legal. WorkPoint drives agencies with a knowledge-sharing platform that seeks to create transparency and to optimise efficiency with advanced tools for the management of projects, cases, contracts, emails and documents.

INTRODUCTION TO WORKPOINT

- WATCH THE VIDEO

HELP CLIENTS AND CUSTOMERS IN IMPROVING BUSINESSES

WorkPoint assists in fulfilling an increasing need for implementing smarter digital solutions. This platform creates a structured framework for handling accounting and legal tasks by using SharePoint Online and Office 365. Thereby making it much easier to collaborate with customer and clients, as they can always be updated on status and correspondence on individual projects and cases.

WorkPoint Ensures:

  • High data security
  • Easy collaborations with clients
  • Platform designed for accountants and legal
  • Templates for various types of contracts
  • A full overview of all projects and cases

SMART PLATFORM FOR LEGAL AND ACCOUNTANTS

WorkPoint allows agencies and organisations to redesign the customer and client experience as the software provides a smart platform that empowers employees to work more intelligently. The software consists of pre-defined business modules that can be implemented atop of SharePoint Online while bridging to Office 365. The cloud-based solution allows organisations to save and structure all their data on SharePoint Online, as they are operating within Office 365 programs such as Word, Excel, PowerPoint and Outlook.

This ensures that organisation can perform cross-organisational and external collaborations on projects, cases and contracts while still having complete control over the status and the progress. WorkPoint becomes a central cockpit for managing data and information as provides an instant overview of all business processes and their related content. The software establishes a secure and modern workplace that integrates stage management, lifecycle management and version management when handling important documents or contracts.

DATA SECURITY AND OPTIMISED BUSINESS PROCESSES

When handling issues regarding legal or economics, it is of utmost importance that all documents is archived correctly, can be easily retrieved and is stored on a secure platform. In recent years, that has been an increasing focus on the security and management of data. The loss of data can be costly, as professional services as accountants contain many levels of personal information and data that can jeopardize their clients’ safety. There is a great risk of losing this data, however WorkPoint creates a unique overview that gathers processes, data and information within a single platform.

With WorkPoint 365, organisations are provided with automated classification and inheritance of data which ensures both control and overview. Also, advanced functionalities such as multisite collection will support requirements for very large data pools making a flexible solution for blue-chip organisations and enterprises.

In combination with WorkPoint Express and WorkPoint Email Manager, organisations can establish an efficient and innovative cloud-based platform that unities all activities, data and information on SharePoint Online and Office 365. WorkPoint ensures that employees can always work within SharePoint Online from their Office 365 platforms, which instantly optimises all business processes across the organisation. While the Email Manager solves the challenges of managing and archiving business-critical mails in a correct, easy and safe manner, by providing an intelligent solution for automated processes for email journaling and sharing with cloud storage on Microsoft Azure, designed to handle larger amounts of data.

KEY INDUSTRY FEATURES

  • Stage gates to secure quality
  • Easy archiving of e-mail documentation
  • High data security
  • Template library with contracts
  • Full integration for Office 365
  • Version management for documents
  • Approval process with clients
  • All knowledge and data in one place
  • Achieve GDPR Compliance
  • Designed for accountancy and legal

WORKPOINT FOR THE LEGAL PROFESSION

Tailored SharePoint-based solution with intelligent and complete integration for economic- and timeregistrationsystem with WorkPoint