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Modernize Document Management with an Office 365 Intranet

Office 365, with an Office 365 Intranet, gives businesses and employees a better way to manage documents and work together. That includes ease of locating, tracking, publishing, sharing, and collaborating on documents and information quickly and securely.<br>

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Modernize Document Management with an Office 365 Intranet

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  1. Modernize Document Management with an Office 365 Intranet Copyright © 2017 BizPortals Solutions

  2. Agenda 1) Introductions 2) Document & Content Management Overview 3) Modernize Document Management with an Office 365 Intranet 4) Demo of BizPortals 365 5) Q&A Copyright © 2017 BizPortals Solutions 2

  3. Introductions Sudi Gummi Director of Marketing Surrendra Dudani VP of Product Development & Architecture Anil Gursahani Solutions Lead Copyright © 2017 BizPortals Solutions 3

  4. BizPortals Solutions Expertise Intranet / Digital Workplace SharePoint Office 365 Microsoft Platforms Full Service Product / Development Implementation Migration Office 365 Services Focus Microsoft Gold Partner for 15+ Years Office 365 Users Small, Medium & Enterprise Businesses Across Industries Copyright © 2017 BizPortals Solutions 4

  5. What is Enterprise Content Management? Create Coordinate Protect Harvest Create, collect, and share the documents you need to get work done Manage governance and compliance with lifecycle and rights management Intelligently search, discover, and analyze content Structure, coordinate, and discuss content Copyright © 2017 BizPortals Solutions 5

  6. What is an Office 365 Intranet? CRM ERP Office 365 Intranet Document Management QMS SALES 6 Copyright © 2017 BizPortals Solutions

  7. Create, collect, share Content Types – documents, news, pages, lists, rich media Create, real-time coauthoring, publishing Automatic versioning, check-out/in Simple file, folder, & link sharing – internal and external Capture from email, file system, scanner, etc. Bulk upload, drag & drop Copyright © 2017 BizPortals Solutions 7

  8. Coordinate, structure, organize Easily structure and organize content and metadata - custom fields, columns, views, filtering, etc. Automated approvals, workflows, and processes w/ Microsoft Flow integration Group conversations and social collaboration w/ Teams and Yammer integration PowerApps for custom mobile experience Copyright © 2017 BizPortals Solutions 8

  9. Protect, secure, govern Platform security • Microsoft platform security • Encryption and access management Content security • Rights management • Central, templated data loss prevention policies Information governance • Central, automated retention and deletion • Records Management • Lifecycle Management Awareness and insight • Auditing, reporting, alerts & notifications Copyright © 2017 BizPortals Solutions 9

  10. Search, discover, analyze Powerful search across all content, tasks, lists, metadata, etc. Discover and curate with Delve integration Analyze with Power BI integration Copyright © 2017 BizPortals Solutions 10

  11. Key criteria for any Document Management Solution ➢ Cost-Effective ➢ Mobility ➢ Ease of Use ➢ Collaboration ➢ Flexibility/Integrations ➢ Security ➢ Search Capabilities Copyright © 2017 BizPortals Solutions 11

  12. Office 365 Intranet as a Document Management Solution ➢ Cost-Effective ➢ Robust Search ▪ ▪ ▪ ▪ ▪ Not just a document mgmt. solution No IT resources needed Leverage existing Office 365 investment ➢ Ease of Use Enterprise search Content discovery w/ Delve ➢ Mobility ▪ Cloud-based - accessible on any device ➢ Collaboration ▪ Intuitive UI w/ concise features ➢ Flexible ▪ Co-authoring & social collaboration ➢ Security ▪ ▪ ▪ Integrations - O365 tools, existing bus. systems Customizable Scalable ▪ ▪ ▪ Multi-level, role-based security Audit control Data encryption Copyright © 2017 BizPortals Solutions 12

  13. Office 365 for Document & Content Management Gartner Magic Quadrant – October 2017 Forrester – April 2017 Copyright © 2017 BizPortals Solutions 13

  14. Let us know how we can help Contact Us: Contact Info: • Office 365 & SharePoint Questions bizinfo@bizportals.com (949) 522-0608 www.bizportals.com • 1:1 BizPortals 365 demo • Sign up for BizPortals 365 Holiday Promotion: First month free when you sign up. Can cancel at anytime. Copyright © 2017 BizPortals Solutions 14

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