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BetterManage YourOffice
Forms, Documents, and
Projects on SharePoint
Copyright © 2015–2017 BizPortalsSolutions
Agenda
2 Copyright © 2015–2017 BizPortalsSolutions
1) Introductions
2) Using SharePoint to better manage yourbusiness
• Office forms, documents, projects, & existing business systems
3) Using SharePoint to bring it all together into one workplace solution(demo)
4) Q&A
Microsoft
Gold Partner for15+
Years
Focus
Office 365 Users
SmallandMedium-
SizedBusinesses
Enterprise (teams
anddepartments)
Expertise
Intranet/business
portals
SharePoint
Office 365
Microsoft platforms
Who WeAre:
BizPortals Solutions
FullService
Product /
Development
Implementation
Office 365Services
3 Copyright © 2015–2017 BizPortalsSolutions
Better manage your business on SharePoint: Office Forms
4 Copyright © 2015–2017 BizPortalsSolutions
 Digitize your forms with commonly used, pre-built electronic forms
 Automate multi-stage workflow for easyreview andapprovals
 Integrate with Outlook forreal-time notifications and quick access
 Customize forms basedon your needs
 HaveaManager’s dashboard and work area for team forms
 Useful Office 365 tools: Outlook, Flow, Forms(in future)
Better manage your business on SharePoint: Documents
5 Copyright © 2015–2017 BizPortalsSolutions
 Check-in,check-out documents with revision control for collaboration
 Categorize/tag documents and content to organize and target audience
 Usepowerful searchwith metadatato easily find any content
 Integrate with OneDrivefor aunified view of personal and work docs
 Customize document views and lists forquick and easyaccess
 Useful Office 365 tools: OneDrive,Delve
Better manage your business on SharePoint: Projects
6 Copyright © 2015–2017 BizPortalsSolutions
 Useteam sites and admin controls for cross-team project execution
 Manage project portfolio w/ dashboard views and powerful search
 Createand customize lists for comprehensivetask and issue management
 Incorporate and view project calendars andmilestones
 Integrate project discussionswithin project/team sites with Yammer
 Useful Office 365 tools: Planner,Yammer
Better manage your business on SharePoint: Business Systems
7 Copyright © 2015–2017 BizPortalsSolutions
 Integrate with ERP,CRM,Sales,QMS,etc.
 Bring in data, reports, andworkflows
 Integrate with PowerBI to visualize and derive action from data
 Useful Office 365 tools:PowerBI
9
One comprehensive workplace solution on SharePoint
Benefits of a ready-to-go SharePoint solution
9 Copyright © 2015–2017 BizPortalsSolutions
 Simplicity
 Powerful Ecosystem& Solution
 CostSavings
 Quick Implementation
 Built for Future
Steps to better manage your business with SharePoint
10 Copyright © 2015–2017 BizPortalsSolutions
1) Think about your business and employeeneeds
2) Align needs with SharePoint features and Office365 tools
3) Use SharePoint as your one go-to solution, hub, & launchpad
A simple way to organize, connect, and manage critical parts of yourbusiness
all on the Office 365platform.
 Revs up SharePoint into a productivityhub
 Provides more than just collaboration tools – Projects, HR, Forms, and more
 Integrates with Office 365 tools and business applications
 Built for SMBs – simple, concise, and secure
Bring your business and Office 365 together.
11 Copyright © 2015–2017 BizPortalsSolutions
The BizPortals 365 Product
The BizPortals 365 Product
12 Copyright © 2015–2017 BizPortalsSolutions
 Single, easy-to-use, accessfrom anywhere workplacesolution
 Integrates functionality acrosstools, but keepscomplexity behind thescene
 Go-to productivity tool that automates and reduces busywork
 Ready-to-gosolution to minimize IT,setup, and maintenancecost
 Asmart investment that scalesand gets more out of your SharePoint & Office365
Let us know how we can help
13 Copyright © 2015–2017 BizPortalsSolutions
Contact info:
https://www.bizportals365.com
bizinfo@bizportals.com

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Manage your office forms, documents and projects with sharepoint intranet

  • 1. BetterManage YourOffice Forms, Documents, and Projects on SharePoint Copyright © 2015–2017 BizPortalsSolutions
  • 2. Agenda 2 Copyright © 2015–2017 BizPortalsSolutions 1) Introductions 2) Using SharePoint to better manage yourbusiness • Office forms, documents, projects, & existing business systems 3) Using SharePoint to bring it all together into one workplace solution(demo) 4) Q&A
  • 3. Microsoft Gold Partner for15+ Years Focus Office 365 Users SmallandMedium- SizedBusinesses Enterprise (teams anddepartments) Expertise Intranet/business portals SharePoint Office 365 Microsoft platforms Who WeAre: BizPortals Solutions FullService Product / Development Implementation Office 365Services 3 Copyright © 2015–2017 BizPortalsSolutions
  • 4. Better manage your business on SharePoint: Office Forms 4 Copyright © 2015–2017 BizPortalsSolutions  Digitize your forms with commonly used, pre-built electronic forms  Automate multi-stage workflow for easyreview andapprovals  Integrate with Outlook forreal-time notifications and quick access  Customize forms basedon your needs  HaveaManager’s dashboard and work area for team forms  Useful Office 365 tools: Outlook, Flow, Forms(in future)
  • 5. Better manage your business on SharePoint: Documents 5 Copyright © 2015–2017 BizPortalsSolutions  Check-in,check-out documents with revision control for collaboration  Categorize/tag documents and content to organize and target audience  Usepowerful searchwith metadatato easily find any content  Integrate with OneDrivefor aunified view of personal and work docs  Customize document views and lists forquick and easyaccess  Useful Office 365 tools: OneDrive,Delve
  • 6. Better manage your business on SharePoint: Projects 6 Copyright © 2015–2017 BizPortalsSolutions  Useteam sites and admin controls for cross-team project execution  Manage project portfolio w/ dashboard views and powerful search  Createand customize lists for comprehensivetask and issue management  Incorporate and view project calendars andmilestones  Integrate project discussionswithin project/team sites with Yammer  Useful Office 365 tools: Planner,Yammer
  • 7. Better manage your business on SharePoint: Business Systems 7 Copyright © 2015–2017 BizPortalsSolutions  Integrate with ERP,CRM,Sales,QMS,etc.  Bring in data, reports, andworkflows  Integrate with PowerBI to visualize and derive action from data  Useful Office 365 tools:PowerBI
  • 8. 9 One comprehensive workplace solution on SharePoint
  • 9. Benefits of a ready-to-go SharePoint solution 9 Copyright © 2015–2017 BizPortalsSolutions  Simplicity  Powerful Ecosystem& Solution  CostSavings  Quick Implementation  Built for Future
  • 10. Steps to better manage your business with SharePoint 10 Copyright © 2015–2017 BizPortalsSolutions 1) Think about your business and employeeneeds 2) Align needs with SharePoint features and Office365 tools 3) Use SharePoint as your one go-to solution, hub, & launchpad
  • 11. A simple way to organize, connect, and manage critical parts of yourbusiness all on the Office 365platform.  Revs up SharePoint into a productivityhub  Provides more than just collaboration tools – Projects, HR, Forms, and more  Integrates with Office 365 tools and business applications  Built for SMBs – simple, concise, and secure Bring your business and Office 365 together. 11 Copyright © 2015–2017 BizPortalsSolutions The BizPortals 365 Product
  • 12. The BizPortals 365 Product 12 Copyright © 2015–2017 BizPortalsSolutions  Single, easy-to-use, accessfrom anywhere workplacesolution  Integrates functionality acrosstools, but keepscomplexity behind thescene  Go-to productivity tool that automates and reduces busywork  Ready-to-gosolution to minimize IT,setup, and maintenancecost  Asmart investment that scalesand gets more out of your SharePoint & Office365
  • 13. Let us know how we can help 13 Copyright © 2015–2017 BizPortalsSolutions Contact info: https://www.bizportals365.com bizinfo@bizportals.com