WorkPoint 365
World’s Best Document Management System in Microsoft 365
WorkPoint 365
We have no doubt – WorkPoint 365 is the absolute best Microsoft 365-based document management system on the market.
WorkPoint 365 is quintessentially Danish and developed by the manufacturer WorkPoint in the city of Esbjerg. The WorkPoint 365 product was launched as an overlay to SharePoint on-premises in 2007 and was rebranded as WorkPoint 365 based on SharePoint Online in 2014.
We configured the first WorkPoint solutions back in 2012 and have followed the significant development that the manufacturer and the product have undergone. Today, without hesitation, we can say that WorkPoint 365 is the most mature and comprehensive Microsoft 365 document management system on the market.
digitalworkspace365 is WorkPoint’s Gold Partner
“Awarded the gold partnership for an outstanding performance, demonstrating their ability to deliver stable and value-creating solutions of high quality based on WorkPoint 365 over a period of several years. Customers have no doubt about their competencies. Neither do we at WorkPoint. Welcome as a Gold Partner.”
– Hans Ulrik Madsen, Director of Partner Development at WorkPoint
Standard tools in WorkPoint 365 from digitalworkspace365
We offer a range of standard solutions that can be customized to match your company’s specific needs.
Click on the icons to learn more about the different solutions.
Project Management
The project manager is supported digitally throughout the entire project lifecycle, from project initiation through the planning phase to project execution.
Contract Management
The contract manager is supported digitally throughout the entire contract process, from contract drafting through the contract signing process to contract expiration and renegotiation.
Case Management
The case handler is supported digitally throughout the case workflows, from case creation through approval processes and quality assurance to case closure.
Supplier Management
Get an overview of all relevant information about the company’s suppliers, subcontractors, and their products, raw materials, certificates, and declarations/audits.
HR Management
Streamline processes such as recruitment, onboarding, retention, and offboarding, and easily access employee-related documents and emails.
Quality Management (QMS)
An efficient tool for sharing knowledge, monitoring efforts, controlling focus areas, detecting and advising on deviations, and implementing improvements.
Sales Management
A tool that supports B2B, B2C, and partner sales, ensuring an overview of the sales process, control over the sales pipeline, and targeted sales follow-up.
Read customer cases about our WorkPoint solutions
360 degrees around WorkPoint 365
There are many reasons why we recommend WorkPoint 365 to our customers. In the following, we will try to cover all aspects of WorkPoint 365 and examine it from different perspectives: the consultant’s, the IT department’s, and the business’s.
The Consultant’s Perspective
From a consulting perspective, WorkPoint 365 offers numerous advantages. When working with WorkPoint 365, we as consultants receive a lot of pre-built functionality right from the start. This means that we can spend our time understanding the client’s business and configuring value-based solutions instead of coding and developing solutions from scratch.
If we were to highlight four advantages that make a real difference for us as a consulting firm, they would be:
Predefined system architecture
In traditional SharePoint projects, a lot of time is spent building the solution from scratch and upgrading it when new versions of SharePoint are released. When building solutions in WorkPoint 365, the entire system architecture is predefined from the start. This means that we can quickly build solutions and usable prototypes.
Modular structure
Our clients are often on a journey, and their progress varies when we get involved. However, what is common for our clients is that they rarely know the final destination, and the journey evolves along the way. As consultants, we want to meet our clients’ needs throughout the journey. This requires flexibility, adaptability, and scalability in the solution. WorkPoint 365 has a modular structure and functions like building blocks that we can combine in various ways. This allows us to add, expand, and remodel solutions endlessly.
Evergreen
With a traditional proprietary system, the solution needs to be upgraded to a newer version from time to time. This process is time-consuming and costly. When the solution runs on SharePoint Online and Microsoft 365, it becomes part of the world’s largest IT ecosystem with rolling system updates. This is easy, convenient, and cost-effective. However, it places significant demands on the solutions we deliver, as updates can conflict with solution configurations and features. It can be even worse if the consultant develops special components that do not automatically update from Microsoft.
WorkPoint 365 ensures that the system is constantly updated in relation to Microsoft’s updates. Additionally, WorkPoint offers a wide range of standard features and configuration options that are not available in standard SharePoint Online and Microsoft 365. This means that we do not need to develop special components, and we have the assurance that the solution performs optimally in relation to Microsoft’s updates.
World’s largest IT toolbox
As consultants, we take pride in delivering the best possible results within the framework of the IT platform chosen by the customer. However, the problem can be that the framework is simply too limiting, making it practically impossible to deliver a satisfactory result. WorkPoint 365 is an open platform that is native to Microsoft 365. This means that we are not limited by the possibilities of WorkPoint 365. We can incorporate the entire Microsoft 365 toolkit into our work, such as Teams, Power Platform (including Power Apps, Power Automate (Flows), and Power BI).
The IT Department
The IT department often has a dual role, as they need to meet the individual business units’ needs for system support while also ensuring a healthy system landscape. There are three main reasons why the IT department recommends WorkPoint 365 internally within the organization.
Supporting the Microsoft 365 strategy
The majority of companies in Denmark have a Microsoft strategy. Therefore, it often makes perfect sense for the IT department to recommend WorkPoint 365 when the business requests a new IT system. WorkPoint 365 utilizes all the tools available in the Microsoft 365 toolbox. This means that your company gets the full benefits of the investment made in Microsoft 365 and makes it easier to encourage users to adopt the individual Microsoft tools for increased productivity, quality, and job satisfaction.
One platform across business needs
Many companies struggle with fragmented and cluttered IT system landscapes. The trend is towards fewer standardized applications, but when replacing specialized applications with standard systems, there is often resistance from the business. Standard usually means that the business has to compromise and end up with a mediocre solution that does not fully meet their needs.
However, it doesn’t have to be that way. With WorkPoint 365, you get the best of both worlds. WorkPoint is a standard application that integrates with Microsoft 365. WorkPoint has made a clever move with their modular architecture. The modular structure means that you can build solutions to support various business needs and automate specific workflows. This means that you can have one IT platform for supporting systems such as case management, projects, contracts, HR, and quality management systems.
For instance, we have delivered twenty different business solutions to Grundfos that support diverse needs such as pump and component testing, legal case management, and project and company management. All on the same WorkPoint 365 platform, which is fully scalable and governs across the solutions. It’s smart, and the best part is that you don’t have to consider all the needs from the beginning. You can start in one part of the business and build as you go along.
Full AD access control
WorkPoint 365 relies entirely on Azure AD. This means single sign-on, and WorkPoint 365’s role and permission model are fully managed by Azure AD. Additionally, WorkPoint 365 makes it easier to manage permissions when sharing cases, projects, folders, documents, etc., externally.
The Business
The company’s main task is to operate a healthy and efficient business. The purpose of IT systems is to support this goal. The business’s primary interest in the IT system is generally to ensure easy and secure access to relevant information, process support for tasks, good and value-creating tools, and quality assurance of the tasks performed.
If we were to highlight four advantages that truly make a difference for the business, they are as follows:
Work in all familiar Microsoft programs
When working in a proprietary system, you either work within the system’s framework or outside the system in Microsoft 365. That’s not the case with WorkPoint 365. WorkPoint 365 is natively integrated with Microsoft 365. This means that users have seamless access to all the familiar Microsoft tools when working within the WorkPoint 365 solution. You can work with cases, projects, contracts, etc., directly in Teams, perform task management in Microsoft Tasks, Planner, and To-Do, work in Office programs like Outlook, Word, Excel, and PowerPoint, as well as gain insights with Power BI and much more.
GDPR Compliance
It can be challenging to implement processes for complying with the company’s GDPR policies. In WorkPoint 365, it’s possible to incorporate GDPR policies as an automatic part of the workflow, for example, to ensure compliance with deletion rules (retention time) and ensure proper classification and rights management. Additionally, there are built-in audit trails for all events that occur in the system. This streamlines the work for individual employees and minimizes the possibility of errors.
Support work processes
In WorkPoint 365, you can securely manage projects, contracts, cases, etc., through the phases using WorkPoint’s stage management. Stage management supports your own work processes and can accommodate diverse process flows. Stage management can be combined with gates, quality assurance, notifications, approvals, tasks, checklists, reporting, and process automation using Power Apps and Power Automate/Flows.
Easy and intuitive email journalizing
WorkPoint Express is a plugin that works in Office programs such as Outlook, Word, Excel, and PowerPoint. In WorkPoint Express, it is possible to handle 80% of tasks within the Office programs. For example, creating, searching, opening, and working with cases, projects, contracts, documents, emails, and letter templates. In Outlook, you can easily drag and drop emails and documents to cases, projects, and contracts. It is also possible to use intelligent suggestions from the system for journalizing and auto-journalizing.
Do you want us to configure your WorkPoint solution?
For the past eight years, we have been configuring WorkPoint solutions for a wide range of companies, and our consultants are certified in setting up the tools. We configure both new WorkPoint solutions from scratch and further develop existing WorkPoint solutions provided by another vendor.