2. Alsianostreamlinedall
customercontact
Alsiano manages more than 250,000 emails per
year – a vast amount of which is managed by the
sales department. The primary means of commu-
nication with customers and partners consists of
emails with attachments. Because of this, there
was a need for efficient knowledge-sharing across
the organisation, allowing the sales person, sales
assistant, logistics, and finance to quickly execute
their tasks: Receive orders, contact the cupplier,
order shipping, as well as author emails with
attachments containing certificates, invoices etc.
”Previously, the challenge was that each step
in the sales process had to collate and send the
information on to the next in line. That is avoided
today. All our orders are ascribed an order number
located in WorkPoint. Via the order number, all
correspondence pertaining to that particular order
is now viewable.”
Kim Christensen, Accounting, IT
WorkPoint is a business-strate-
gic solution for case manage-
ment, building atop SharePoint
and completing Office. The
dynamic structure of WorkPoint
is also available on tablets and
smartphones.
All relations a single click away
Hear how efficiently Brandt & Lauritzen
were able work when they assigned all
important relations to a case.
http://youtu.be/sDZ3SypA6CI
MANAGE YOUR CONTACTS EFFICIENTLY
Achieve a complete overview with WorkPoint contacts management system
Systemise all your correspondence
WorkPoint supports efficient contacts management with intuitive email
and document management throughout the organisation.
Achieve an overview of all contacts, correspondence, and in-progress
tasks from a central cockpit. With WorkPoint’s contacts management
system, you achieve the complete overview of partners, agreements,
and held meetings, as well as all correspondence with the company’s
contacts on cases or tasks. This allows you to track all relations closely,
and always retrace and retrieve correspondence. Further, it allows for
easy access to important documents, agreements, and tasks affiliated
with a partner.
WorkPoint contacts management system affords a single, simple user
interface collating all information flows – which is to say, that emails,
documents, and templates are affiliated with one another, affording
overview of the entire organisation.
Collaboration partners, information, documents, and emails are
collated into a single overview in WorkPoint
Quickly and easily find and retrieve all information and history of a
given correspondence
Efficient email management with quick and easy archiving by way
of drag and drop, intelligent journaling suggestions, as well as
automated journaling
Template library, making light work of document management, as
well as automatic version management of documents, ensuring
that any changes and approvals are always registered
Move many of your work processes into MS Outlook. With a
WorkPoint plugin, Outlook becomes the primary tool for con-
tacts management of all tasks
3. WorkPoint – efficient contacts management
Quick and easy integration with Office
WorkPoint structures all data through SharePoint and bridges the
gap to the Microsoft Office suite – e.g. MS Outlook, Word, Excel, and
PowerPoint.
By employing WorkPoint, you are afforded a standard, configurable
solution tailored to the sector, covering the need for completely
efficient case management. By integrating WorkPoint with Office it
is now possible to link emails, attachments, various documents, and
contacts in Outlook to a specific case.
Compose WorkPoint so the solution suits
your requirements
Build and expand upon WorkPoint to make it suit your requirements –
whether you are in need of a coordinator of business-critical processes,
or are oriented towards case or project management.
Centralcockpitforefficientworkflows
WorkPoint is cockpit from where you can
manage all processes and workflows. As
a consequence, there is no need to switch
from one system to another.
WorkPoint has several approaches to manage
the processes. In some organisations, focus
is aimed at case management or project
management, while others are more focused
on sales management. Common to all, is that
efficient management of emails and docu-
ments has become a business-critical factor.
@
Efficient case management with standardised workflows and procedures
WorkPoint offers efficient case and document management in all processes,
resulting in uniform oversight of all cases in the organisation, as well as af-
filiating all clients, stakeholders, information, masterdata, documents, and
emails to individual cases. Automated versioning of documents ensures that
all changes and approvals are always registered.
Project tool for efficient gate and risk management and quality assurance
WorkPoint is an efficient information management tool for projects, making
it possible to execute and review in a single system. It is a tool to automate
processes, manage the allocation of tasks, execute projects with efficient
document and email management, and keeping a focus on quality assuran-
ce, risk management, gate management, and reviewing.
Journal important emails and attachments directly to a folder
Many companies receive critical information and documents via email. Work-
Point ensures important emails do not end up in the inbox of the individual
employee, but are viewable by all, and are instantly affiliated with the case or
project, the emails concern. By utilising the simple drag and drop functionality in
Outlook, emails and attachments can be affiliated directly to a folder/archive.
Efficient management of workflows and processes
WorkPoint is an efficient tool for managing workflows and processes. If you
need to systemise procedures and workflows, WorkPoint easily and elegantly
guides you through all the phases. WorkPoint is a robust tool to manage the
allocation and execution of tasks, ensuring high quality and minimises the risk
for human errors. In addition, it affords an efficient reviewing tool.
@
4. The solution is developed by:
BE READY TO FLY FROM DAY ONE
– no time-consuming or costly development
Navigate safely in the cloud
Try WorkPoint 365 for 30 days – entirely free
WorkPoint 365* is a business-strategic Cloud-solution, taking full
advantage of SharePoint 365, integrating with Microsoft Office 365.
An ideal solution for the company wishing to simply focus on the work
to be done – without having to divide attention with the operation,
maintenance, and installation of updates.
*Options will vary according to platform
ChecklistTo do-listManual
1
2
3
4
Standard SharePoint
SharePoint is the foundation, but
from there, a solution needs to be
developed from the ground up.
Specialist development
Specialist development of SharePoint
is a time-consuming and costly pro-
cess. It is risky, and a great amount
of knowledge, management, and
oversight are needed.
WorkPoint
A strong foundation and turn-key
solution, ready to use.
Developing business-critical processes in SharePoint
requires a lot of specialist development in order to
achieve the full benefits of the platform. It is a very
time consuming and costly process. In addition, it is
risky, because the outcome of the finished solution is
unknown.
WorkPoint is a standard solution building atop Sha-
rePoint, tried and tested in an array of industries. The
financial investment and the complexity of specialist
development of SharePoint are all avoided entirely.
WorkPoint is available in three versions: Hybrid, Cloud, or
365 (license or lease).
Select a lease agreement and avoid concerns about
operating costs, crashes, server updates, or software
upgrades. With a per-user-per-month solution, there is
no contingencies. This makes the solution appropriate
for even smaller organisations with an expressed need
for document and project management.
