Microsoft SharePoint

Collaboration & Document Management

Microsoft SharePoint Online

Microsoft SharePoint is a web-based collaboration and document management platform that offers extremely many features in it. SharePoint can integrate with Microsoft’s suite of Office 365, Power Automate, Microsoft Teams and Power BI.

 

Microsoft SharePoint use cases

  • Document Management: For storing, organizing, and sharing 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 corporate intranet that can include features such as corporate news, employee directories and forms.
  • Automation of business processes: For example, personnel and IT requests, purchase orders and invoicing.
  • Extranet: SharePoint can be used to create external websites (customer, partner and supplier portals).
  • E-commerce: SharePoint can be used to create an e-commerce site 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: you can use it 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 meet individual needs. – Below are a few examples:

  • Small to large enterprises: 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 for document management and workflow automation.
  • Healthcare organizations: To manage patient records, create custom portals, and streamline workflow processes.
Sharepoint

How to implement Microsoft SharePoint?

Es gibt verschiedene Möglichkeiten zu implementieren, je nach den Anforderungen und Ressourcen eines Unternehmens:

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 overhead and have limited IT resources.

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

To implement SharePoint, you need to plan for the following:

  • Determine the requirements for your business: Determine what features they 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 look and feel to match your organization’s branding and style.
  • Train users: Make sure all users know how to use the platform effectively.
  • Maintain and support: Provide regular environment maintenance and 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 in planning, architecture, installation, configuration, customization, training and maintenance.

Clear HR Suite home page with access to frequently used applications

HR Suite, Microsoft SharePoint, document management, HR

Access to frequently searched documents such as employment contracts or employee appraisals

Document search, document management, document management

Collaboratively edit 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 faster to find.
Search fields and filter functions additionally facilitate the search.

document storage, document search, DMS, Microsoft SharePoint

Individual settings allow you to specify which documents are handled 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 change and when?)

Document management system, version management, SharePoint

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

Contract Management, DMS, SharePoint

Seamless integration of SharePoint with other Microsoft products enables advanced use cases such as automatic uploading, tagging (setting metadata/keywords) and moving of 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

André Schär

André Schär
Solution Sales
+41 41 747 51 07
E-Mail
Book appointment online

What is it about

Microsoft SharePoint use cases

  • Document Management: For storing, organizing, and sharing 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 corporate intranet that can include features such as corporate news, employee directories and forms.
  • Automation of business processes: For example, personnel and IT requests, purchase orders and invoicing.
  • Extranet: SharePoint can be used to create external websites (customer, partner and supplier portals).
  • E-commerce: SharePoint can be used to create an e-commerce site 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: you can use it to create a social intranet that allows employees to connect and collaborate regardless of location.
For whom

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 meet individual needs. – Below are a few examples:

  • Small to large enterprises: 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 for document management and workflow automation.
  • Healthcare organizations: To manage patient records, create custom portals, and streamline workflow processes.
Sharepoint
Your benefit
Implementation

How to implement Microsoft SharePoint?

Es gibt verschiedene Möglichkeiten zu implementieren, je nach den Anforderungen und Ressourcen eines Unternehmens:

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 overhead and have limited IT resources.

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

To implement SharePoint, you need to plan for the following:

  • Determine the requirements for your business: Determine what features they 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 look and feel to match your organization’s branding and style.
  • Train users: Make sure all users know how to use the platform effectively.
  • Maintain and support: Provide regular environment maintenance and 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 in planning, architecture, installation, configuration, customization, training and maintenance.

Examples

Clear HR Suite home page with access to frequently used applications

HR Suite, Microsoft SharePoint, document management, HR

Access to frequently searched documents such as employment contracts or employee appraisals

Document search, document management, document management

Collaboratively edit 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 faster to find.
Search fields and filter functions additionally facilitate the search.

document storage, document search, DMS, Microsoft SharePoint

Individual settings allow you to specify which documents are handled 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 change and when?)

Document management system, version management, SharePoint

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

Contract Management, DMS, SharePoint

Seamless integration of SharePoint with other Microsoft products enables advanced use cases such as automatic uploading, tagging (setting metadata/keywords) and moving of 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

Your contact
André Schär

André Schär
Solution Sales
+41 41 747 51 07
E-Mail
Book appointment online

Interested in this solution?