MICROSOFT

SHAREPOINT

Microsoft SharePoint is a portal solution and a robust platform with a wide range of uses. It will serve you as a corporate intranet, but also provide automation for many internal processes. Do you need to manage document workflows, paperlessly approve business trips, collaborate on creation of files, manage booking system, and so on? With WBI, you can rely on quality implementation and tailored solution parameters. On the SharePoint basis, we have a number of practical features pre-prepared for you to read below.

INTRANET

Ideal platform for your internal corporate site, documents, information, and collaboration.

DOCUMENTS

Automates the approval and processing of documents according to your rules.

SEARCH

Advanced Search Features by Metadata. Plus fulltext search.

COOPERATION

Create documents simultaneously with colleagues. SharePoint stores their drafts and publishes only the final version.

ORGANIZATION

By job position, you can set what employees in the system can and can not see or do.

INTEGRATION

It is compatible with MS Dynamics CRM, Office 365, Skype for Business and other solutions not only from Microsoft.

FUNCTIONALITIES

Management

DOCUMENT MANAGEMENT SYSTEM (DMS)

DOCUMENT MANAGEMENT SYSTEM (DMS)

Solution covering the whole document lifecycle – creation, editing, approval, publishing, acknowledgment, sharing, validity, archiving. Allows documents to be edited, set up different access permissions, notifications, and more documents can work on multiple documents at once. Workflow provides reminders and approvals, and can dynamically set permissions and tasks for approvers. DMS includes full-text search.

INTRANET

INTRANET

The intranet is most often referred to as the company’s internal websites that collect information, documents, and allow communication within the company. They mostly copy the organizational structure of the company. Content is accessible by department, participation in projects, access rights or other criteria.

TASKS

TASK MANAGEMENT

It can collect tasks from multiple information systems and actively help employees effectively manage their tasks from one place. The standard is to integrate tasks from SharePoint, Exchange (Outlook) and Project, and integrate with complex information systems (eg. NAV, AX, etc.)

CONFERENCES

CONFERENCE MANAGEMENT

Thanks to this solution, each meeting has its own location, which records the agenda of the meeting, the participants, the agenda items and the minutes of the meeting. It is possible to create several tasks for each meeting point as well as the link between the task and the point of the meeting. Employees also have a central overview of all tasks.

PROJECTS

PROJECT MANAGEMENT

The solution allows for central logging of projects, with each project creating a collaborative portal as a repository of all information (documents, contacts, calendars, tasks, risks …). Projects are divided into scheduled, running, paused and archive. In addition, the project is displayed on a timeline that can display major project milestones.

IT SOURCES

IT SOURCE MANAGEMENT

It is a tool for centrally logging corporate hardware, software, and licenses. Each device (PC, server, printer …) has a card that records components such as a processor, memory, hard drive, consumables … The system also provides a variety of reports, such as resource availability, malfunctions, consumption, etc. .

PROCESSES

PROCESS MANAGEMENT

Process control is very common in the SharePoint platform. With the so-called workflow, it is possible to ensure that processes run fully automatically and oversee various activities such as approving the order by the manager or sending a payment to the posted invoice. Workflow can also cover the integration of information systems (eg transfer of accounting data from DMS to ERP system).

DOCUMENTS

POST EVIDENCE

POST EVIDENCE

Sent and received mail is broken down into common, recommended, invoices, contracts, etc. For each type, a notification or an automated follow-up process can be set. The solution makes it easy to search and filter by different criteria. The print outputs aggregated by department are used for the personal take-over of the items belonging to the individual secretariats. On the summary list is a list of all items to be taken over and a space for the signature of the person who took over the consignment from the registry.

ISO PORTAL

ISO PORTAL

Used to store and publish complete documentation. It is divided into several libraries, contains prepared processes (for commenting, approving and publishing documents) as well as forms for recording and managing audit results (internal and external) and findings. Corrective measures are tied to the findings.

APPROVAL OF ORDERS / REQUESTS

APPROVAL OF ORDERS

Process for approving orders and requests (for goods and services, IT outlets, repairs, training …). You can enter document entries in a prepared form or enter an order / request into the process as an attachment. The approval process is set according to the type of order, cost center, type of goods, service or price. Workflow provides assignment tasks to approvers and e-mail notifications. Approval takes place in series or in parallel, including notifications.

APPROVAL OF INVOICES

APPROVAL OF INVOICES

It covers the process of archiving and electronic invoicing. Document scanning, manual addition of attributes (document date, maturity date, amount, currency …). Workflow provides approval processes (material and accounting liquidation). The process steps are automatically controlled according to the values of the electronic document (amount, cost center, etc.)

DOCUMENT EXTENSION

DOCUMENT EXTENSION

With just one click, you can extract all the necessary data (amount, account number, variable symbol, addressee, barcode …) from electronic documents (scanned, photographed), so you can throw a lengthy rewriting behind it and start automated document processing (DMS).

HUMAN RESOURCES

HR PORTAL

HR PORTAL

The entry gate is a personal card with all related documents – an entry / exit list, an overview of education, certificates and experience. The administrator can modify the organizational structure and staffing information. It can also be a record and approval of absences.

ABSENCE / HOLIDAY

ABSENCE / HOLIDAY

Evidence and approval of leave / absence through a one-level process. Calendar overview by business period and structure. Summarized table output for payroll. Working days and vacation leave are counted automatically. The solution also covers registration and approval across multiple countries, each country having national holidays defined separately.

BUSINESS TRIPS

BUSINESS TRIPS

Records business mission requests, automates the approval process, and lets you make exit reports. Individual levels of approval are customizable. Approved business trips are displayed in a common calendar. Approvals receive notifications and comments on assigned tasks.

KNOWLEDGE ADMINISTRATION

KNOWLEDGE ADMINISTRATION

A user-friendly environment for your information materials. Allows you to conveniently manage content and permissions.

WORK REPORTING

WORK REPORTING

Solution simplifying job reporting through an easy-to-read form. Activities are segmented into project-specific types or cost centers. Recorded time notes are also available in the calendar view. Employee receives a cumulative daily, weekly, or monthly statement; the eligible person also receives aggregate statements (corporate, by department or sections).

BOOK OF VISITORS

BOOK OF VISITORS

Allows paperless tracking and confirmation of visits as well as cross-entries across multiple entry points. A summary of all visits is provided in daily, weekly and monthly form. Reports can also be generated by customers or specific people.

EVIDENCE AND SERVICE

HELPDESK

HELPDESK

The Service Case Management solution covers the process of input, solution, and escalation of requests. Processes are fully automated. The system provides a variety of requirements reports – new, resolved, settled, postponed, rejected, accepted, claimed … Advertiser requests are automatically notified of all changes in the service case process.

RESERVATION SYSTEM

RESERVATION SYSTEM

Allows to manage shared resources in the company (meeting rooms, cars, etc.). Resources are assigned to calendars, they can be displayed in one place. Once the resource allocation request has been created, the calendar manager notification is received – it opens, approves or rejects it directly from the e-mail. Once approved, the reservation is displayed in the calendar.

MAINTENANCE SYSTEM

MAINTENANCE SYSTEM

Effective maintenance of objects and equipment. It covers processes related to fault recording, generating maintenance requirements (inspections, examinations, revisions), reservation of resources (material, equipment, specialists) to managing a service order. The solution records standard procedures and procedures for repairs. Maintenance breakdown: mechanical, electrical, building and IT.

VEHICLE PARK

VEHICLE PARK

Company cars records by segmentation by vehicle type, corporate or employee status. Part of the solution is also the registration of insurance contracts, insurance events and service inspections. The system sends notifications of important deadlines – for example, about the upcoming date of emission control.

FREE ONE MONTH TEST VERSION

SharePoint Online is part of Office 365 Enterprise E3 or Office 365 Business Premium plans, you can test the solution in a trial version that offers 25 free licenses per month. The Trial version is ordered on the Microsoft Web site, be sure to check the delegated message checkbox to help you with the setup if necessary.

Buy Microsoft SharePoint Online

Product SharePoint Online Trial version Price without VAT /1 month
Office 365 Business Essentials yes x 4,20 €
Office 365 Business x yes 8,80 €
Office 365 Business Premium yes yes 10,50 €
Office 365 ProPlus x yes 12,90 €
Office 365 Enterprise E1 yes x 6,70 €
Office 365 Enterprise E3 yes yes 19,70 €
Office 365 Enterprise E5 yes yes 34,40 €
SharePoint Online 1 ano x 4,20 €
SharePoint Online 2 ano x 8,40 €

Contact us:

Do you have questions? Do not hesitate to contact us via email at info@wbi.sk

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