Version Control

Version control is one of the prominent features offered by O365 SharePoint DMS as a service that allows you to maintain a separate list of revisions on your important documents. With easy one click steps, explore the creation of major and minor versions of your documents. View or delete previous versions and track changes that are made in the form of drafts. O365 SharePoint DMS ensures your revised documents never get mixed, as a separate location keeps hold of multiple copies of the same document whenever modified. Save time while looking for previous versions of the same document. Take control as you decide the number of major and minor versions permissible for your documents. O365 SharePoint DMS allows you to transition from a document owner to a complete power user as you decide which set of users can view and approve drafts. With version control you don't have to worry with version numbers as O365 SharePoint DMS automatically generates and maintain the version number on your documents as you create new document versions or delete previous document versions. Made a mistake in an existing document version, O365 SharePoint DMS has your back as you can restore previous version of your documents with ease.

Coauthoring

The best productive outcome is a result of team collaboration. It often occurs to us that wouldn't it be great if multiple team members can work on the same document simultaneously. The feature of coauthoring provided by O365 SharePoint DMS is one under its sleeves to promote team collaboration over a single document. Coauthoring allows your coworkers to edit or create an entire document all together under one common document workspace. Open any office document like Excel, PowerPoint, Word, OneNote etc. online and start working as 0365 SharePoint DMS manages the entire coauthoring workspace. Never get confused as to which coworker in your team is working on which section of the document as O365 SharePoint DMS ensures that content by different coauthors is locked for respective authors. Build an important presentation or work together on a sales proposal, coauthoring not only saves time but also helps in making sure that users editing a document can see the work on the same view at the same time. O365 SharePoint DMS also provides the provision to check the number of users working on a specific document at the same time. Engage your users to work on a document, at any time, without interfering with each other's changes using 0365 SharePoint DMS.

Right Management

Document security is an important aspect for any organization to worry about. Unauthorized access and activities over certain important documents could lead to data leaks that may end up as a catastrophic outcome for any organization. Protect your important office documents by restricting other users from downloading, printing or replicating important documents by utilizing the information rights management feature brought to you by O365 SharePoint DMS. Information rights management ensures that even if a file is downloaded, it cannot be used by the other users for any purpose, as each file is encrypted by O365 SharePoint DMS. You can also assign specific permissions to specific set of users across your document workspace. That's not all, information rights management can also be used to provide both offline and online protection to confidential emails that contain sensitive information. Information rights management helps you and your user's control who can access, forward, print, or copy sensitive data within an email. Prevent users from executing macros or code snippets that might extract content from your important documents. Feel relieved with O365 SharePoint DMS, information rights management as it ensures that you decide which users and what type of files can be uploaded in your document workspace.

Information Management Policies

An organization would always prefer that its members are performing authorized work assigned to them based on different policies and compliance. O365 SharePoint DMS allows you to setup a set of rules based on the type of content your documents hold. That is right as with the information management policy feature provided by O365 SharePoint DMS, you can enable your organization to keep a track on what set of actions are being performed on important documents and their content. Decide how long content is retained or what actions users can take with that content. Information management policies can help organizations comply with legal or governmental regulations, or they can simply enforce internal business processes. Provide your organization and yourself the power to implement auditing policy to log events such as when a document or item is edited, viewed, checked in, checked out, deleted, or has its permissions changed. With information rights management enabled, you can assign barcodes to uniquely identify the documents based on a document structure compliant to your organization. Add labels to your documents which summarizes what each document content speaks for itself. Be compliance ready with O365 SharePoint DMS information management policy features.

Organize Events

Organize and associate important events or meeting with Office 365 SharePoint Calendar. Let your co-workers know when and what events are happening within your enterprise. Schedule important meetings with stakeholders as with one click you can invite and share meeting as well as event details along with attachments. Explore the power of a simple calendar that ensures you never miss important key events alongside your busy schedule. Build a team calendar to keep everyone posted about team events and meetings and share important dates with your team members. Don't miss the dates and employ better practices of time management and team productivity with Office 365 SharePoint Calendar. Tired of creating meetings or events every time with the same details. Move up a level with Office 365 SharePoint Calendar as you can choose to make an event or meeting repeat based on the frequency on a specific calendar date. Manage your time as you can change details for recurring events and share recurring events and meetings with stakeholders. Embrace and motivate team collaboration as team members can see recurring events in the team calendar. Office 365 SharePoint Calendar ensures that recurring meetings never conflict as you move close to become efficient along with your team members. Make the most out of Office 365 SharePoint Calendar to manage and share repeating events.

Set Alerts

A user can set up alerts so that they are only notified of changes in the information of interest to them. SharePoint alerts can be set to notify users of changes in any scheduled events. In addition, an alert can be set to notify users when the results of a saved query change. With so many possibilities, it is important that alerts be set up to provide the user with beneficial information as opposed to generating a lot of messages that may get ignored. Missing important meetings or events because no one sent an alert. Don't worry anymore as Office 365 SharePoint calendar, ensures that you receive alerts whenever an event or meeting is created or is about to begin. With one easy click setting alerts become easy as you and your team members remain informed about the latest upcoming events and meetings that matter. Stay updated and on the look to attend the key events with Office 365 SharePoint calendar as you cultivate a holistic team culture and motivate time management, team communication and productivity in the workspace. Open team communication and never get the chance to miss important meetings with Office 365 SharePoint calendar.

Audience Targeting

Decide as which group of users can view your calendar with Office 365 SharePoint Calendar. It is quite a common scenario where in you may want to control which events are visible to certain user groups. Thanks to Office 365 SharePoint Calendar which comes with audience targeting feature brings to your disposal the capability to segregate events visible to different set of users from a single calendar. Manage and assign specific events or agendas for specific team members within a calendar as you cater to managing different events for different audience set. Audiences are groupings of users that you can use to target content to people in your organization. Groupings are determined by memberships in Exchange Online distribution groups, memberships in SharePoint groups, or rules that are configured by the SharePoint Online admin using the SharePoint admin center. SharePoint Online administrators can add, edit, and delete audiences using the SharePoint admin center.

Audiences enable organizations to target content to specific users. You can apply audiences to content at the list or list-item levels. In SharePoint Online, audience rules can be based on information in the following repositories:

• 1. The Office 365 directory service user account, which is a Microsoft Azure Active Directory instance
• 2. Membership in an identity management system, for example, Active Directory Domain Services (AD DS)
• 3. An organization's reporting structure (if this information is stored in AD DS).
• 4. Audiences are defined and contained in user profile service applications.

Each audience must be compiled before content can be targeted to that audience. Compilation identifies membership in an audience by crawling the data most recently reported from the identity management system. In SharePoint Online, audience compilation is configured for you and occurs at regular pre-determined intervals by the Office 365 directory.

Sync with outlook

Access a single spot to all your meeting schedules and important events. Mark and connect your Office 365 SharePoint calendar events and meetings with outlook. Help your team members synchronize important dates in the individual mailbox and see for themselves all team meetings and events listed on Office 365 SharePoint calendar. Improve team coordination and manage conflicts as you and your co-workers share and connect their personal Outlook calendar with Office 365. Take time and connect your Outlook meetings in sync with Office 365 SharePoint calendar.

Create Polls

Discussing about a theme for annual corporate event is a common scenario where many users offer their personal viewpoint. Imagine these viewpoints grow multifold based on the strength of users in the organization. In the age of infographics, organization leads would like to collect information more seamlessly which avoids a large quantum of time and effort. With Office 365 SharePoint Survey, one can quickly create a quick questionnaire without the hastle of special skills. The feature helps to provide one stop destination to provide an interface where user can record their opinions. Setup a poll within minutes that targets any context within the organization that requires feedback. Enrich your Contact Us page with Office 365 SharePoint Survey, that favours capturing customer feedback, or take time to decide the next picnic spot among team members within the department. Create polls or conduct a vote with a fresh user experience using Office 365 SharePoint Survey.

Logic Branching

Reording questions to make sense is so old school. Imagine having the power to capture user responses the way your organization wants. Logic branching is an intutive feature of Office 365 SharePoint Survey, that allows you to decide the sequence of questions to be asked from the user based on their responses. This ensures full participation of users in the organization as it becomes exciting the kind of questions that may appear based on their thoughts. Office 365 SharePoint Survey allow you to decide and easily create a branching sequence without the need of special skills as it provides an out of box experience to create and decide the pattern of questions that must appear in the survey created. The feature of logic branching also ensures that user may never be able to manipulate their responses based on the questions thus offering a completely unbiased set of user opinions. Experiment and collect unbaised feedback with Office 365 SharePoint Survey.

Manage Survey Results

Counting results might be important for elections. But when it comes to understanding user responses visually, organizations face a tough stint to convert feedbacks into suitable infographics. Well the challenge has however been addresed in Office 365 SharePoint Survey, which offers suitable visualization of survey results. Select the appropriate visualization to note down important insights from user responses. Manage multiple survey visualizations for the same survey. Choose either an overview of your survey results, or switch to a graphical representation of results. Office 365 SharePoint Survey also provides the provision to view all responses as well. Exploit the feature to export survey results into an excel sheet. With different views of the same survey results, organization can understand the thought and opinion the users have for a particular context. This is really helpful when organization want to quickly reach decision. Manage survey results and report the opinions of your organization to the management creatively with Office 365 SharePoint Survey.

Audience Targeting

Wondering to take an opinion on appraisals with department users rather than asking the entire organization. Not a problem, as with Office 365 SharePoint Survey, it is easy to target a specific survey for a specific group of users by managing permissions. Create surveys meant for different users without the worry of mixing different survey results at one place. Each survey is managed by permissions which provides the control to select the audience for whom the survey is visible. This comes in handy when an organization has a large number of departments where each department wishes not to share survey results with each other and preserve the opinions of respective department users. Also it helps to conduct polls or collect confidential feedbacks. Managing permissions to access specific surveys is seamlessly handled and easy to configure ensuring receiving the responses from right set of users. Decide and construct surveys for each specific group of users with Office 365 SharePoint Survey.

Intranet on Office 365

Managing your organization work is clumsy and time consuming because all your data and departmental work is scattered. What if all these things can be organized at one secure place. Nowadays Intranet portals are trending and every organization wants to have their own employee portal or a complete organized intranet portal for the whole organization. Intranet portals drives your business processes, employee engagement, collaboration and knowledge management. Office 365 SharePoint Online gives you the leverage to build a complete intranet portal for your organization which will ease your work load and helps in increasing the productivity of the organization. Intranet with office 365 gives you complete platform for managing all your documents and content management at one place which will simplify your work and improves your efficiency.

The features that will be covered in our webinar will be:

Announcements

Company Events

Project Sites

Discussion Board

Departmental sites

Media Gallery

Announcement

Every organization comes up with a lot many policies, rules and important announcements that need to be communicated to the employees on a daily basis. All of this fills up your inbox and sometimes all these mails are lost in between all the important ones, and you often dont get the announcement on time. To overcome this situation Office 365 SharePoint online gives you an announcement app which can be configured in your office intranet portal and all your important announcements can be posted here. It acts just like a notice board in your colleges where all your important information were displayed. Now inform all your employees regarding any important decision or announcements using O365 SharePoint Online Announcements.

Company Events

Diwali party and new year parties always ring a bell to you. Now what happen if there is an event in your office and you were on leave. You dont have any idea about any such event that is going to happen the next day because your HR just posted a notice on the company billboard. Office 365 SharePoint online gives you perfect solution by offering you the Events webpart. Get informed with all the latest happening in your organization with this event webpart. Put this webpart on your intranet portal and get started with your events directory.

Project Sites

Working on projects sometime becomes a tedious activity because with every project comes different type of roles and tasks. Its difficult to manage all your project related documents and task sheets at one place. Office 365 SharePoint online gives you a project site template which can be designed as per your requirement to help you in collaborating with your team mates to collect project files and documents.

Discussion Board

A great product always requires a lot of ideas and discussions. Discussion boards are a great platform to know how your employee feels about a particular decision, product or anything that is happening around. Earlier to start a discussion you need to gather your colleagues to raise a topic and then that conversation might end up in next few minutes, so what if we give you discussion board on your intranet portal where you can actually start a new discussion and can continue sharing your thoughts and ideas at one place. Discussion board will always help you in engaging your employees and as it is said that behind every successful product lies a great idea.

Bored with the same category of discussions, now create your own category for discussion and post your thoughts and ideas there itself and let other people participate in your discussions. Enabling discussions for your organization is a better option to understand what your employees feel about a particular product or decision and it will surely help in increasing the overall productivity. Now your Office 365 SharePoint online comes up with a built in community site feature which includes your Discussion Board which can configured and you can start sharing your ideas.

Badges & Reputation

Discussion going dry. Excite your community members with the all new Office 365 SharePoint community badges. Reward top contributors of a community discussion by providing badges. Badges provide a visual representation of the fact that your key employees are constantly contributing and providing effective solution through discussions. Making key contributors noticed in and outside the organization promotes motivation and productivity within the organization. Support the constant growth of open communication with Office 365 SharePoint community reputations which allows community members to provide ratings to specific discussions in a discussion thread. With community reputation, community moderators can quickly setup rewarding point system for community members to promote participation and identify the experts and key contributors within the organization. Define achievement levels required to earn different reputations all under one umbrella. Motivate your community with the powerful Office 365 SharePoint community badges and reputations.

Community Members

Vacant brains sitting idle. Charge your idle employees by introducing them to an environment of collaboration and open communication using Office 365 SharePoint community member feature. Invite the prospective think tanks in your organization, to participate in community discussions by favoring a seamless and simple membership process. Community moderators can easily setup the process of adding members in a community in minutes. Decide whether to have an open community which can be joined by everyone within the organization, or have a closed community where moderators decide on membership requests. Whichever suits your organization, Office 365 SharePoint community members depicts the stronghold of your organization as more active community members resemble a healthy environment to exchange and promote opinions. Make community membership hassle free with Office 365 SharePoint community members.

Request Management & Tracking

Adapt Help Desk solution, built on SharePoint and Office365 helps companies to setup internal help desk to manage employee issues centrally. Businesses face regular issues and employees need a platform to report and address these issues. The issues could be of any type such as functional, operational or technical and could be for any department. Adapt HelpDesk Service Ticket Management Add-In enables employees to quickly raise or report a new service request and enables employees to track the ticket in real time. The automated solution helps streamline and optimize operations which results in providing timely resolutions to the service requests raised by employees and eventually leading to greater employee satisfaction.

Helpdesk Service Ticket Management Add-In, also helps top management to know the response time of each department to address internal issues. Help desk software by Adapt is a transparent system for managing employee issues not just related to IT but by all functions within your organization. Help Desk by Adapt is designed for SharePoint on premise and Office 365 users.

Auto Routing

New ticket is auto-routed to the concerned location and department based on the Helpdesk Service and Sub-Service Ticket type workflow. The concerned ticket coordinator can either self-assign the ticket or assign it to their team member. He/she can even decide whether they want to send the ticket for approvals. User can send the ticket up to two level of approvals. The issue can be prioritize based on the severity of the service type reported. Define the service/sub-service type, location, departments and coordinators by yourself to automate your routing process.

Helpdesk has implemented auto routing in a way that system will automatically send the ticket to the coordinator of service/Sub-service. For example: If an end user selects a service let say Service “X”, then the request will be route to coordinator of Service “X” for this request type and then the coordinator can route the request to team members or can resolve the same by itself

Now, if an end user selects Service Types, let's say Service “X” and then he/she selects sub service type of Service “X”, let's say Service “Y” for which coordinator is defined, then the request will be routed to the coordinator for sub-category of Service “X” i.e. to the coordinator of Service “Y”. The sub-service coordinator may assign the task to team member or can resolve the same by themselves.

If the coordinator for sub-service is not defined, then the ticket will be enrooted to the main service coordinator.

Service level Agreement and Escalation

A service-level agreement (SLA) is a contract between a service provider and its internal or external customers that documents what services the provider will furnish and defines the performance standards the provider is obligated to meet.

Our helpdesk enables the end user to create SLA on Services and its sub-service type. User are facilitated by helpdesk Service ticket management to create the SLA for each Service and sub- Service type on the basis of priority. For example: if Service Type “A” is registered then the Service Provider can decide that what will be the SLA of this Service when registered as critical. Similarly, he/she can decide the SLA when the ticket is logged-in as High/Normal/Low.

Once the user decides the SLA of any Service or Sub-Service, he/she can even define the escalation matrix for the same. Helpdesk Service ticket management system enables users to create 5 level hierarchy of escalation and simplify recurring escalation as well. The SLA/Escalation for the main service can be inherited by system for SLA for sub-service of a particular service, if not defined explicitly.

TAT compliance

In general, turnaround time (TAT) means the amount of time taken to fulfill a request. Helpdesk service ticket management system will facilitate its users to track the ticket from the moment the ticket is logged-in the system till the time of actual resolution. System enables the end user to track the action taken by each stakeholder (Coordinator/Approver/Assignee) and the current status. This transparency enables end user to monitor the request in real time. If any request goes beyond the TAT compliance, it enables the management to monitor the performance of different offices and different departments throughout the company.

Document Approval

Manual approvals are time-consuming and also very tedious for any user. In any organization approvals are really important which will help you in streamlining the business processes. We all need to take approvals from our managers on leaves, reimbursements and etc. Consider this process to be a manual one which will take a lot of time and effort. To overcome this situation Office 365 SharePoint Online provides content approval workflows which will allow the users to get approvals from their managers. Managers can approve or reject your request. Once an action has been taken an email is sent to the requested employee who can further proceed with other formalities. This way document approval will help an employee in keeping track of all his requests and approvals.

Disposition Approval Workflow

Documents are an important asset of any organization which includes all your important project and department related documents. Records management will always help an organization in keeping a log of all the activities going with their documents. Document retention and expiration are two very important policies that every organization must follow. Office 365 SharePoint Online offers Disposition Approval workflows which will help you in setting expiration on your documents. Once this workflow has been implemented you can move your old documents to any selected location or can permanently delete them. With this workflow you can also set some Information Management Policies which will help a user in setting retention policy on their documents. If configured properly this workflow will overcome the issue of records management.

Three State Workflow

Business Process takes care of the overall management of an organization. It increases the efficiency along with enhancement of process optimization. Three State Workflow offered by SharePoint Online will let an organization track workflows which will have three states and two transitions. This workflow is designed to track items of a list or tasks. The Three state workflow will let a user review a task, once the task gets reviewed by a reviewer it will be assigned to the second reviewer. After the task gets reviewed by both of them only then it will be treated as closed. This way the initiator will be able to keep a track on all the events going on in the task and only after a thorough review that particular task will be closed.

Publishing Approval Workflow

Publishing Approval Workflow is a two level approval workflow which will allow a user to set two approvers in a workflow. This workflow will help an organization to automate the business process to important stakeholders for reviewing and approval of important documents. This workflow has a special advantage i.e. until all the approvers review and approve the document, it will not be visible to all the users because this type of workflow can only be implemented on publishing site. Publishing site is template which is used to create intranet portals and public websites. The workflow automatically routes any document, tasks and also send reminders/ notifications to approvers when necessary.

Project Team

Experience the seamless effort of adding team members in O365 SharePoint Online Project sites with the help of SharePoint user groups. Manage team members and define roles of each member to decide who shall be a part of which project activity within the same project workspace. O365 SharePoint Project Site offers easy means to search and add fellow project members with simple name or email based search directly from your O365 SharePoint Online. Keep aside your contact list and collaborate with your project team in O365 SharePoint Online Project sites.

Project Task and Monitoring

Add important project activities in the form of project tasks using O365 SharePoint Online Project Site. Define ownership, which is clearly marked and visible to ensure open communication and transparency during project execution. Decide and put task deadlines with due dates and achieve project milestones without any worries. That’s not all, as an O365 user you can add more details to your tasks and make sure that your project team is updated. Receive email notifications when assigning tasks and leverage the power of open communication to full extent with transparency to achieve a holistic and empowered project management for your project team using O365 SharePoint Online Project Site.

Project Timelines

Develop and visualize a complete project timeline based on project tasks using O365 SharePoint Online Project Site. Mark key project milestones that highlight key project events and allow your team members to easily remember key project dates based on deliverables. Open communication becomes more comprehensive with key insights and a project timeline. With a visible timeline upfront, project risks can be identified easily ensuring that worst-case scenarios in a project lifecycle can be avoided. Modify the project timeline by making changes in your tasks lists. Achieve a concise and clear view of your project execution with the help of O365 SharePoint Online Project Sites.

Project Documents

Do not allow your key documents of a project stale in the email. Collaborate through document sharing and coauthoring on key project documents by maintaining a project library exclusively using O365 SharePoint Online Project Site. Maintain version of your project documents and decide which project member can access which documents with few easy steps. Allow team members to work online on the same document simultaneously using the features of coauthoring. Easily setup an approval policy with the help of O365 SharePoint Online content approval feature. Receive email alerts whenever a document is modified and stay free from the worries of any damage as all your documents are safe and sound in O365 SharePoint.