Email and Document Management Systems for Professional Services

Professional services firms face unique collaboration challenges. Managing a huge volume of project-specific documents, emails, and attachments across a globally dispersed workforce and client base can often lead to inaccurate or unavailable information. Workers at client sites must be able to access and manage the latest data, or risk productivity losses and poor client services, with a potentially huge cost to the organization.

Managing and sharing professional records, documents and emails effectively is critical for collaboration and engagement management, and increasingly important for risk and compliance. Professional service firms need to provide collaboration tools, while still protecting proprietary, confidential client and firm information.

Colligo professional services records management solutions empower firms to take advantage of the reliability of SharePoint as their DMS. By leveraging Colligo’s email and content management solutions to make SharePoint into a full document management system (DMS), Colligo can help you streamline your workflows 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 edit 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 for Professional Services

  • Drive collaboration between project stakeholders by ensuring project-related emails and digital documents are tagged and accessible in SharePoint
  • Share files with employees on-site at client engagements and enable real time document sharing via a desktop or mobile device
  • Facilitate document capture and retrieval from time and billing software, scheduling/project management software, and contact management systems directly from the familiar interfaces of Outlook and Windows Explorer
  • Centrally administer role-, or user-specific access to SharePoint content
  • Facilitate knowledge-sharing through a single information repository
  • Protect confidential client and firm information with centrally managed access and permissions
  • Enhance the productivity of remote workers

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