Professional Services
Professional Services
Professional services firms face unique collaboration challenges. Managing a huge volume of project-specific documents, email, and attachments across a globally-dispersed workforce and client base can often lead to inaccurate or unavailable information. Workers at clients sites must be able to access and manage the latest data, or risk productivity losses and poor client services, with potentially huge cost to the organization.
Managing and sharing documents and emails effectively is critical for collaboration and engagement management, and increasingly important for risk and compliance. Professional service firms need to provide tools that enable efficient collaboration, while still protecting proprietary, confidential client and firm information.
Colligo’s solutions can streamline your operations and improve the quality of customer engagements, while ensuring corporate data remains secure, in and out of the office.
On-site and remote workers can easily manage project- and client-specific content, including documents, files, emails, and attachments, together in SharePoint, from the applications and devices they use every day. Rich metadata support, federated Outlook/SharePoint search capabilities, and offline access drive collaboration, and support compliance with regulations dictating data lifecycle management.
Colligo Solutions for Professional Services
- Drive collaboration between project stakeholders by ensuring project-related email and documents are tagged and accessible in SharePoint
- Synchronize SharePoint content to employees on-site at client engagements
- Manage content from time and billing software, scheduling/project management software, and contact management systems directly from Outlook and Windows Explorer
- Centrally administer role-, or user-specific access to SharePoint content
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Facilitate knowledge-sharing through single information repository
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Protect confidential client and firm information with centrally-managed access
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Enhance the productivity of remote workers
Download your 30-day free trial now and discover why thousands of organizations around the world rely on Colligo's email and
document solutions for SharePoint to drive project success.
Colligo Email Manager
Increase productivity, streamline collaboration, and improve
compliance with seamless SharePoint/Outlook integration
Colligo Briefcase
Embrace BYOD and secure your corporate data with the
award-winning mobile SharePoint app for iOS, Android, and Mac
Colligo Administrator
Speed deployment, reduce IT overhead, and support corporate governance. Centrally-configured and managed SharePoint access ensures a consistent user experience, on every platform and device.
Colligo and SharePoint case studies on Professional Services
Global Professional Services Firm Builds Mobile SharePoint Viewer | Global Professional Services Firm Builds Mobile SharePoint Viewer with Colligo Contributor SDK
"Our executives are very enthusiastic about the application now that they have the content they need, whether they are working online or offline."
Watson Wyatt Worldwide | Global HR Firm, Watson Wyatt, Improves Enterprise Records Management with Colligo Contributor
"Colligo Contributor allows associates to easily access SharePoint content from within Outlook while supporting quick drag-and-drop actions for email management."
Morris-Depew Associates | Engineering Firm Improves SharePoint Email Management with Colligo Contributor Add-In for Outlook
"ROI was almost instantaneous. By making email and document management so much easier, Colligo Contributor paid for itself almost immediately."
Colligo and SharePoint white papers on Professional Services
Enhancing and Extending Microsoft SharePoint 2013 with Colligo Apps
SharePoint 2013 is the latest release of Microsoft’s leading business collaboration platform, offering exciting new features for social networking, cloud integration, content management, and collaboration.
Since its introduction, SharePoint has delivered valuable out-of-the-box functionality, and then relied on partners and customers to extend or customize SharePoint to meet specific needs, such as business processes, records management, industry vertical support, and compliance.
This whitepaper summarizes SharePoint 2013’s new capabilities, and highlights the key areas in which Colligo delivers substantive business value over out-of-the-box SharePoint 2013.
Read Now »
Calculating ROI on your Colligo Investment
A guide to evaluating enterprise email management and secure mobile access for SharePoint.
The decision to purchase and implement enterprise software depends on the financial return on investment (ROI). If the solution does not add measurable value to your organization—with benefits clearly outweighing costs—then the purchase does not get approved.
This whitepaper will guide you through calculating the ROI for Colligo’s suite of SharePoint apps. It enumerates the benefits of Colligo software, and shows how to express those benefits in dollars, to enable a calculation of your payback period.
Read Now »
The Top Five Security Challenges Presented by Mobile SharePoint Access
The flood of iPads into the enterprise brings huge productivity gains for the mobile workforce, but introduces a raft of security concerns for the IT department. The line between home and office, personal and corporate, has been blurred. Mobile devices with SharePoint access are attractive targets for attackers, as they can potentially gain access to an entire enterprise network.
With this in mind, we designed Colligo Briefcase Enterprise with enterprise-class security as a priority. This white paper outlines the top five questions executives are asking about secure mobile access to SharePoint, and explains how they are addressed by Colligo Briefcase Enterprise.
Read Now »
Seven Best Practices for Email Records Management
This white paper offers several considerations for evaluating email records management strategies and addresses the challenges to fully integrating email into a records management environment.
Read Now »On-Demand webinars
Matthias Bandemer
The iPad Invasion: Leveraging SharePoint for Mobile Enterprise Security
Matthias Bandemer, Senior Manager, Advisory Services, Ernst & Young
Join Ernst & Young’s mobile data security expert, Matthias Bandemer, as he explores the security challenges presented by mobile devices in the workplace, with a focus on leveraging your existing SharePoint infrastructure to secure corporate data on the iPad.
Joining Matthias is Colligo’s CEO, Barry Jinks, and Director of Product Management, Trevor Dyck, who will provide valuable insight on integrating iPads into your enterprise SharePoint environment.
Ryan Duguid
Unleashing SharePoint 2010 for Records Management, Governance, and Compliance
Ryan Duguid, Senior Product Manager, Microsoft; Art Bellis, Vice President, GimmalSoft; Trevor Dyck, Director of Product Management, Colligo
Nishan DeSilva
SharePoint 2010: How Microsoft is Using SharePoint 2010 & Colligo Contributor for ECM & Records Management
Nishan DeSilva, Senior Director, Information Management & Compliance, Office of General Council, Microsoft
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