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.

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
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Colligo and SharePoint white papers on Professional Services



On-Demand webinars


SharePoint 2016 | What’s New for ECM & Your Mobile Workforce
with Chris McNulty, Barry Jinks

Microsoft continues to push enterprise content management (ECM) forward into the modern world. Listen to Chris McNulty, Microsoft Senior Product Manager, as he gives a tour of all recent ECM investments in SharePoint 2016 and Office 365. Chris will showcase key capabilities to make content management easier and more manageable across your enterprise. Find out how to create intelligent and relevant experiences for information workers.

Chris is joined by Microsoft Gold Partner and Colligo CEO Barry Jinks, who will share strategies to balance mobile usability with information governance. Discover how document distribution and mobile metadata can empower a hyper productive workforce, while the new Microsoft Azure-based Colligo Console gives IT leaders control to govern data, ensure policy-based compliance, and achieve unparalleled visibility into mobile content activity.