In combination with Microsoft 365, Shareflex provides all functions and tools required for a professional, cloud-based ECM system. This includes file plans, Outlook and Office integration, full-text and metadata search, template management, as well as ad-hoc or process workflows. Additionally, our product suite includes a whole range of ready-made business solutions. Interfaces to ERP and LOB systems complement the offer.
Apart from Microsoft Office 365, no other IT infrastructure is required for the operation of Shareflex ECM Online. This is because Shareflex is a dedicated SharePoint Online application, with all the advantages of a modern cloud architecture. And in contrast to SharePoint On-Premises, there are also (almost) no capacity limits anymore (see box).
Furthermore, it is guaranteed that all data and documents captured with Shareflex ECM Online are stored exclusively in your Office 365 environment and thus “don’t leave the house”.
Thus, Shareflex already meets all requirements for data protection and IT security in the standard version.
Digital business applications are more functional than pure file solutions. Some examples of such business applications are contract management, incoming invoice processing or document control for quality management. These solutions are characterised by ready-made user interfaces, logics and processes and can be individually adapted to the technical conditions of the different business areas at any time.
The requirements for these cloud-based business applications are usually quite complex and often include all disciplines of an ECM system. These include, for example, file management, processes and workflows, authorisation management, ERP connection & services or audit-proof archiving.
Customer and supplier files, order and purchase order files, personnel, project and legal files and many more
Shared editing, Versioning, Permissions, Multi-format viewer, Favourites, Office integration, Meta data and full-text search
Audit-proof archiving with Microsoft 365 and SharePoint Online
Rule-based and ad-hoc workflows, graphical workflow designer
Capturing, document generation and digital signature
Standardised interfaces to SAP, S4/Hana, Microsoft Dynamics 365, Dynamics NAV, AX, Salesforce and many more
A variety of options for integrating reporting tools like Power BI or Lightning Tools
Project Cortex; SharePoint Syntex
Contract and Invoice Management, Document Control as well as individual solutions for document-centred processes
Portal Systems provides the business applications mentioned above as preconfigured software solutions. Using the Shareflex “tools”, the Shareflex Add-ons, any other applications and file solutions can also be implemented. The combination of Shareflex with Microsoft 365 and the Microsoft Content Services thus enables modern, cloud-based ECM specialist applications that can be operated intuitively.
This makes Microsoft 365 a highly efficient business process platform, comparable to a classic Enterprise Content Management System. But with all the advantages and flexibility of the cloud. Thus, with the help of Shareflex ECM Online, a modern digital workplace with cloud-based business applications from a single source is created.
Frank von Orlikowski
CEO and Sales
Phone +49 40 226040 12
info@portalsystems.de
