Modern, cloud-based ECM and Document Management for Microsoft 365
Shareflex ECM Online is a holistic solution for document management (DMS) and enterprise content management (ECM). The solution is based on SharePoint Online and extends Microsoft 365 (formerly Office 365) to a platform for cloud-based business applications. Shareflex consistently relies on the Microsoft Content Services integrated in Microsoft 365.
Modern Enterprise Content Management System based on SharePoint Online
Together with Microsoft 365, Shareflex provides all functions and tools required for professional ECM system. This includes file plans, Outlook and Office integration, full-text and metadata search, template management, and ad-hoc or process workflows.
With Shareflex ECM Online you get a versatile and flexible platform for the creation of individual business and process applications. Our product portfolio also includes a whole range of ready-made solutions. Interfaces to ERP and LOB systems complement the offer.
(Almost) no limits and maximum security
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 Files
Customer and supplier files, order and purchase order files, personnel, project and legal files and many more
Document Management
Shared editing – Versioning – Permissions – Multi-format viewer – Favourites – Office integration – Meta data and full-text search
Archiving
Audit-proof archiving with Microsoft 365 and SharePoint Online
Workflows
Rule-based and ad-hoc workflows, graphical workflow designer
Services
Capturing, document generation and digital signature
ERP Integration
Standardised interfaces to SAP, S4/Hana, Microsoft Dynamics 365, Dynamics NAV, AX, Salesforce and many more
Reporting
AI and mobile working
Project Cortex; SharePoint Syntex
Standard Business Solutions
Contract and Invoice Management, Document Control as well as individual solutions for document-centred processes
Document Management 4.0 – Shareflex® ECM Online Business Applications
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.
Contract Management
Document Control
Invoice Management
Get your “Modern Digital Workplace” with Shareflex® ECM Online
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.
Do you have any questions? We will be happy to consult you personally!
Frank von Orlikowski
CEO and Sales
Phone +49 40 226040 12
info@portalsystems.de
