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.

The Colligo Engage Solution 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.

The Colligo Engage Solution 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
  • Facilitate knowledge-sharing through single information repository
  • Protect confidential client and firm information with centrally-managed access
  • Enhance the productivity of remote workers

On-demand webinars for Professional Services

Transforming Records Management With SharePoint & Office 365

with Robert Bogue, Microsoft MVP and Principal at Thor Projects, Bruce Herzer, Colligo Director and Tom Ng, Colligo Product ManagerView Now »

Mastering Knowledge and Records Management in Office 365

with Christian Buckley, Microsoft MVP and CEO at CollabTalk, Riyaz Lakhani and Bruce Herzer from ColligoView Now »

Solving Email Chaos – Getting Business Productive & Compliant for 2018

with Chris Marsh, Director, 451 Research, and Tim Laffan, Senior Technical Consultant, ColligoView Now »