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Use Cases | Offline SharePoint

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For many corporations, Microsoft SharePoint is becoming the centerpiece of collaboration for their business processes. It is used enterprise-wide by organizations across a number of industries. However, it can only be accessed by people when they are online and connected to the server. This means users cannot leverage SharePoint when working offline, for example on a plane or at a client site. Created to deliver rich functionality in an uncomplicated way, the Colligo for SharePoint product family is the easiest solution to deploy, learn, and use. Discover how Colligo for SharePoint can meet your offline requirements below.

Sales Teams & Management Sales Teams & Management
Sales executives are often disconnected while on the road, at client offices, or at conferences. With Contributor, they have the latest account details and sales materials on their laptops. After discussions, they can easily complete account forms and sales reports. When back at the office changes are automatically synchronized to SharePoint. They can also drag-and-drop emails from Outlook to Contributor, to sync and store account communications.
"Contributor has saved our international sales executives considerable time. ROI was achieved in one plane ride, from London to Madrid."
- Terry Vieira,
Senior VP, AAXICO
 Key Benefits
  • Store emails with key account details
  • Look up account details to prepare for meetings
  • Read the latest management reports on the plane
  • Bring current sales materials to client meetings
  • Complete account forms while on the road
  • Update sales reports anytime, anywhere

Colligo Contributor for SharePoint Project Teams
With offline access to project documents, forms, templates, and metadata, team members can easily locate, access, and update project details while working from home, boardrooms, or while traveling. Contributor supports updates to workflow metadata and project document versions. Project emails can be easily shared.
"Development uses SharePoint for software project tracking. Colligo allows us to take sites offline to make current projects available anywhere."
- Business Consultant, Major Global IT Consulting Firm
 Key Benefits
  • Track & share relevant emails with team members
  • Support offline access to docs, forms, lists
  • Increase team productivity online & offline
  • Update metadata offline to support online workflows
  • Keep project documents current with background sync
  • Support conflict resolution & document compare & merge


Colligo Contributor for SharePoint Professional Accountants & Consultants
CPAs and consultants can spend the majority of their time at client offices, where the Internet can be slow or not available. Contributor allows them to remain productive on site – with access to the client information they need to deliver superior service. And by allowing them to sync and store relevant account emails in SharePoint, Contributor helps streamline compliance with document retention requirements.
"Simple yet powerful. That's the best way to describe the new addition to the Colligo suite of products."
- Dustin Hannifin, Systems Engineer, Top 10 U.S. Accounting Firm
Key Benefits
  • Track and centralize emails with key account details
  • Comply with email content retention requirements
  • Bring all current account files to client offices
  • Update account documents & forms offline
  • Automatically update account file when back online
  • Increase team productivity and service on client sites

Colligo Contributor for SharePoint Field Technicians
SharePoint is often used to integrate information-sharing and for knowledge-management among field technician teams. Contributor provides offline access to vital corporate and project information for staff who work outside the headquarters at project sites or in the field. It keeps them connected to business processes offline, allowing them to complete project forms and update documents while in the field.
"Because I travel so much, it ends up being my primary interface to most of our Intranet sites. It’s a killer productivity boost for me."
- Dustin Miller, President, SharePoint Experts
 Key Benefits
  • Access vital corporate and project details in the field
  • Eliminate paper forms, previously completed off site
  • Update forms, documents, and lists while offline
  • Update metadata offline to support online workflows
  • Easily sync changes made in the field when back online
  • Improve data management & off site productivity