Microsoft SharePoint

Collaboration & document management

Microsoft SharePoint, document management solution, DMS, document management, collaboration, SharePoint Online

Microsoft SharePoint is a web-based platform for collaboration and document management that offers a wide range of functions. SharePoint can be integrated into the Microsoft range with Office 365, Power Automate, Microsoft Teams and Power BI.

 

Microsoft SharePoint use cases

  • Document Management: To store, organize, and share documents within an organization. This includes version control, check-in/check-out and document approval.
  • Sharepoint, Intranet, SharePoint OnlineIntranet: SharePoint can be used to create an internal company intranet, which can include features such as company news, employee directories, and forms.
  • Business process automation: For example, HR and IT inquiries, orders and invoicing.
  • Extranet: SharePoint can be used to create external websites (customer, partner and supplier portals).
  • Electronic Commerce: SharePoint can be used to create an e-commerce website that includes product catalogs, shopping carts, and order management.
  • Learning management: To create a learning management system (LMS) for delivering online training and managing employee development.
  • Social collaboration: It can be used to create a social intranet that allows employees to connect and collaborate regardless of location.

Who is the web-based platform suitable for?

It is suitable for a wide range of organizations and industries as it can be customized to individual needs. – Below are a few examples:

  • Small to large companies: It is a versatile platform used to improve collaboration, communication and productivity within an organization.
  • Government agencies, educational institutions and non-profit organizations: It can be used to create intranet and extranet portals for internal and external communication and collaboration, as well as document management and workflow automation.
  • Healthcare organizations: To manage patient records, create custom portals, and streamline workflow processes.
SharePoint

How to implement Microsoft SharePoint?

There are several ways to implement depending on a company's needs and resources:

SharePoint Online: This is a cloud-based version hosted by Microsoft. It requires no infrastructure to set up and is accessible via the Internet. This is a good choice if you want to minimize IT effort and have limited IT resources.

SharePoint in hybrid mode: This option uses a combination of SharePoint Online and an on-premises installation. This allows you to take advantage of the benefits of the cloud while maintaining control over certain aspects of your environment.

To implement SharePoint, you must plan for the following:

  • Determine the requirements for your business: Determine what features you need.
  • Install and configure: Install SharePoint on the servers and configure it to meet your organization's needs.
  • Customize and brand SharePoint: You can customize the appearance to match your organization's branding and style.
  • Train users: Make sure all users know how to use the platform effectively.
  • Maintain and support: Regularly maintain the environment and provide support to users.

It is highly recommended to involve an IT service provider when implementing SharePoint in your company. We are happy to support you with planning, architecture, installation, configuration, customization, training and maintenance.

Clear homepage of the HR Suite with quick access to frequently used applications

HR Suite, Microsoft SharePoint, document management, HR

Quick access to frequently searched documents such as employment contracts or employee reviews

Document search, document management, document management

Collaborate on documents and track changes and comments in real time

Collaboration, Microsoft SharePoint, web-based platform

A uniform filing structure and meaningful metadata make documents much easier and quicker to find.
Search fields and filter functions make the search even easier.

Document storage, document search, DMS, Microsoft SharePoint

Individual settings allow you to specify which documents are handled and how regarding:

  • Approval (What needs to be approved by whom?)
  • Publication (Every change is published continuously vs. only approved versions are published)
  • Retention (do not delete within X years)
  • Version management (who made which changes and when?)

Document management system, version management, SharePoint

Contract management: Termination dates are automatically monitored and a reminder is sent to the responsible office at an early stage:

Contract management, DMS, SharePoint

The seamless integration of SharePoint with other Microsoft products enables extended use cases such as automatic uploading, tagging (setting metadata/keywords) and moving documents via PowerApps (use included in Office365 licenses)

Upload documents to SharePoint

Relevant metadata can be prepared graphically:

Metadata, Microsoft SharePoint

Approvals can be responded to via Outlook or Teams:

Approval workflow, SharePoint, Microsoft SharePoint, manage documents

Andre Schär

Andre Schär
Solution sales
+41 41 747 51 07
e-mail
Book an appointment online

What's the matter

Microsoft SharePoint use cases

  • Document Management: To store, organize, and share documents within an organization. This includes version control, check-in/check-out and document approval.
  • Sharepoint, Intranet, SharePoint OnlineIntranet: SharePoint can be used to create an internal company intranet, which can include features such as company news, employee directories, and forms.
  • Business process automation: For example, HR and IT inquiries, orders and invoicing.
  • Extranet: SharePoint can be used to create external websites (customer, partner and supplier portals).
  • Electronic Commerce: SharePoint can be used to create an e-commerce website that includes product catalogs, shopping carts, and order management.
  • Learning management: To create a learning management system (LMS) for delivering online training and managing employee development.
  • Social collaboration: It can be used to create a social intranet that allows employees to connect and collaborate regardless of location.
For who

Who is the web-based platform suitable for?

It is suitable for a wide range of organizations and industries as it can be customized to individual needs. – Below are a few examples:

  • Small to large companies: It is a versatile platform used to improve collaboration, communication and productivity within an organization.
  • Government agencies, educational institutions and non-profit organizations: It can be used to create intranet and extranet portals for internal and external communication and collaboration, as well as document management and workflow automation.
  • Healthcare organizations: To manage patient records, create custom portals, and streamline workflow processes.
SharePoint
Your benefits
Implementation

How to implement Microsoft SharePoint?

There are several ways to implement depending on a company's needs and resources:

SharePoint Online: This is a cloud-based version hosted by Microsoft. It requires no infrastructure to set up and is accessible via the Internet. This is a good choice if you want to minimize IT effort and have limited IT resources.

SharePoint in hybrid mode: This option uses a combination of SharePoint Online and an on-premises installation. This allows you to take advantage of the benefits of the cloud while maintaining control over certain aspects of your environment.

To implement SharePoint, you must plan for the following:

  • Determine the requirements for your business: Determine what features you need.
  • Install and configure: Install SharePoint on the servers and configure it to meet your organization's needs.
  • Customize and brand SharePoint: You can customize the appearance to match your organization's branding and style.
  • Train users: Make sure all users know how to use the platform effectively.
  • Maintain and support: Regularly maintain the environment and provide support to users.

It is highly recommended to involve an IT service provider when implementing SharePoint in your company. We are happy to support you with planning, architecture, installation, configuration, customization, training and maintenance.

Use Cases

Clear homepage of the HR Suite with quick access to frequently used applications

HR Suite, Microsoft SharePoint, document management, HR

Quick access to frequently searched documents such as employment contracts or employee reviews

Document search, document management, document management

Collaborate on documents and track changes and comments in real time

Collaboration, Microsoft SharePoint, web-based platform

A uniform filing structure and meaningful metadata make documents much easier and quicker to find.
Search fields and filter functions make the search even easier.

Document storage, document search, DMS, Microsoft SharePoint

Individual settings allow you to specify which documents are handled and how regarding:

  • Approval (What needs to be approved by whom?)
  • Publication (Every change is published continuously vs. only approved versions are published)
  • Retention (do not delete within X years)
  • Version management (who made which changes and when?)

Document management system, version management, SharePoint

Contract management: Termination dates are automatically monitored and a reminder is sent to the responsible office at an early stage:

Contract management, DMS, SharePoint

The seamless integration of SharePoint with other Microsoft products enables extended use cases such as automatic uploading, tagging (setting metadata/keywords) and moving documents via PowerApps (use included in Office365 licenses)

Upload documents to SharePoint

Relevant metadata can be prepared graphically:

Metadata, Microsoft SharePoint

Approvals can be responded to via Outlook or Teams:

Approval workflow, SharePoint, Microsoft SharePoint, manage documents

Contact Person
Andre Schär

Andre Schär
Solution sales
+41 41 747 51 07
e-mail
Book an appointment online

Interested in this solution?