Project-in-the-Cloud
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 Project
Management
Reporting
Connectors
Automation |
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Project-in-the-cloud gives you a simple framework for
prioritizing and managing the logistics of projects and
the resources allocated to them.
This application provides a central location for
managing the key aspects of projects, including their
status, target completion dates, related cases and
activities. Features below depend on the selected
product edition and add-ons.
>>
Project-in-the-cloud Video
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PROJECT MANAGEMENT |
REPORTING |
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Display project
portfolios with
important metrics like
budgeted/consumed costs |
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Display
one project details with
related project members,
steps, milestones… |
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Track
all project interactions
and documents |
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Display
project steps in a Gantt
chart |
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Track
consumed costs and
effort |
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Open
dedicated project
workspaces to your
customers, partners… |
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Export to
spreadsheet |
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Display
graphical charts and dashboard |
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Build powerful
queries |
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Generate
advanced reports |
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Display KPIs in
scorecards |
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CONNECTORS |
AUTOMATION |
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Connect with
Outlook |
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Connect with
your web site |
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Connect with
your self-service portal |
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Connect with
external data |
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Connect with a
telephony system |
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Get automatic
alerts |
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Assign
automatic tasks |
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Get automatic
reminders |
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Create advanced
data or document workflows for
end users |
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GENERIC FEATURES (FOR EACH xRM APPLICATION) |
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Display all
relevant information in one
single page |
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Search for list
items with free text |
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Get
pre-populated data in forms |
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Help users
entering consistent data with
intelligent forms |
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Track
organizations and contacts |
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Track calls,
events, tasks, emails
(activities) |
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Send emails
using email templates |
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Copy instantly
Outlook emails, tasks, events |
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Generate mail
merged documents |
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Automatically
manage item-level permissions |
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Build advanced
cross-list queries and generate
reports |
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Display
graphical charts or dashboard |
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Display KPIs in
scorecards |
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Copy data from
a web form |
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Access xRM
applications with a mobile
device |
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Connect your
xRM application with a
self-service portal |
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Aggregate or
replicate data in many xRM
applications |
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Connect xRM
applications with external
databases |
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Create advanced
data or document workflows for
end users |
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Integrate
natively with Microsoft Office
and technologies |
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Add third party
web parts or your own features |
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Collaborate
with SharePoint native features
(alerts, automation, surveys,
wikis…) |
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Customize your
xRM application in hours, with
no development |
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Mass import
your existing data and mass
clean data |
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Benefits
- Easy to use > high user adoption
- Affordable > very high ROI
- Contains all SharePoint native features
- 100% customizable in hours with no
development and by functional people
- Will constantly evolve with your business
needs
- 100% open solution > add your own web parts
or developments
- Based on our xRM Platform > manage any kind
of processes and relationships > extend to other
xRM Applications
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Related Sites:
BPA Solutions
¦ BPA CRM SharePoint ¦
BPA Quality SharePoint ¦
BPA Workflow SharePoint
