TSG SharePoint Express

Microsoft SharePoint enables you to link up all of the people and technology in your business (as well as suppliers and partners) to share information and collaborate on projects.
It is becoming one of the fastest growth technologies used by businesses because of its ability to integrate with existing software and its flexibility to be tailored to individual business needs.

TSG Express modules for SharePoint have been developed by TSG specialists to provide our customers with an out-of-the-box starter package that speeds up implementation, provides a low cost proof of concept that you can pilot in the business and is then easy to enhance to your specific needs.

TSG Express modules for SharePoint consists of seven modules which address specific needs across your business:

• Home Page Module
• Finance Dashboard Module
• Projects Module
• Sales & Marketing Module
• Health & Safety Module
• HR Module
• Senior Management Module

TSG Express modules for SharePoint have been designed for ease of use and can be adapted to your individual needs.

 

Home Page Module

TSG Express Home Page module is your electronic company noticeboard providing areas to publish and communicate important company announcements. You can create themed discussion boards to encourage communications between staff and departments. A secure library is available to store important company documentation and you can maintain security by restricting access. The company calendar can be used in a variety of situations whether to manage meeting room bookings, company assets such as projectors or simply as a way to publish an events calendar for the year.

The company noticeboard allows you to access contact details, publish company announcements and access department sites and projects.

Finance Dashboard Module

Now you can share financial information across the company using a security system that lets only designated staff have access to sensitive data. Individual dashboards can be created for management so that they only see the information that they need. Because the information is produced in real-time, issues can be spotted quickly. Dashboards can also be arranged in various formats including graphs and tables.

• Securely access information from any PC connected to the internet
• All of your management team can have secure access to the latest financial information
• A security system enables only nominated staff to view sensitive data
• Information can be presented graphically or in tables
• Data can be updated in real-time directly from the accounts system
• PDFs and printable versions of all reports are available at the click of a button
• Scheduled alerts can be set up to inform people when information has been updated
• Create dashboards for different roles in the business (e.g. Managing Director, Finance Director, Sales Director)

Real time access to important finance data from your Sage, Pegasus or Microsoft Dynamics NAV system

Projects Module

This module provides an efficient way of storing, managing and sharing project data, ensuring that projects run to schedule and are completed on time. You can set up notifications for any issues that arise so that they can be dealt with quickly, and you can use task alerts to make sure that all staff are aware of what they should be doing. Secure remote access lets you share information with people outside of the business without compromising your internal IT network.

• Each project can be tracked by owner, budget or status
• Tasks can be linked to Outlook and emailed to people to remind them/to ask them for more info etc
• Ensure that your projects run to schedule with all team members aware of important deadlines
• View status and progress of each project
• Help employees to collaborate more efficiently
• Ensure that everyone has access to the latest documents for the project
• Secure access allows only nominated project team members to access information
• Access the Projects module from any PC with an internet connection
• Sub contractors or external partners can also have secure access without compromising your IT security policy
• All documents are stored in one place and are easy to locate using the search feature
• Timesheets will record time spent against projects (very valuable for architects, professional services)
• Keep version control over all documents and track all changes to documents
• Analyse project performance against budget

Summary project information in an easy to read traffic light format

Sales & Marketing Module

The Sales and Marketing module will help you monitor marketing campaigns, check on key pipeline deals and record and share information about customers. Secure internet access for staff 24 hours a day will improve sales performance, generating real-time sales forecasting and up to date information.
Customer and contact data can be stored efficiently in one central place and used to produce pipeline lists to assist sales managers.

• Store and organise all contact and customer details
• List all marketing events
• View and track pipeline sales opportunities
• Secure access allows only nominated staff to access information
• Link with Outlook so all contacts are copied into SharePoint
• Do a mail merge with selected contacts
• Contacts can be linked to any marketing events that have been set up
• Everyone has access to the latest version of documents
• A central marketing events calendar can be linked to Outlook calendar so all events can automatically be seen in everyone’s private calendar
• Data can easily be exported into Excel spreadsheets
• Pipeline lists will help sales managers forecast and trackopportunities
• Manage and store all quotations in one single, secure area
• Maintain customer relationship continuity when sales staff leave the business
• Access the Sales & Marketing module from any PC with an internet connection
• Set alerts so staff can be informed when there are changes made to information in this module

Access your customer details, sales opportunities and marketing campaigns from one central point

Health & Safety Module

Managing Health and Safety compliance within a business can be a legal minefield. This module will allow you to manage procedures efficiently, ensuring that the business complies fully with legislative requirements.
It is easy to use so anyone in the company can access important information stored centrally, and announcements on new policies can be communicated quickly.

• Everyone has access to the latest version of documents
• Communicate Health & Safety announcements to the whole organisation quickly and easily
• Make sure the business complies with legislation and ensure that staff have access to documented health & safety policies and procedures
• Store standard templates so that all staff have access to the latest versions of your business forms
• Ensure that the company incident/accident book is accessible and up to date at all times to comply with legislation. You can also set alerts so senior management are made aware of new entries in the accident book
• Alerts can be automatically set so that all staff are informed if there are new policies or procedures implemented, or changes to existing policies
• Fire marshals and first aiders are listed with full contact details

Record and track incidents and accidents

Human Resources Module

The HR module has been designed to help you fulfil statutory HR obligations within the business. Policies and procedures can be effectively managed, with standard templates of business forms easily accessible to all staff. New procedures coming into effect can be set up as alert notifications so staff are up to date.
The Employee Records database provides a secure area for the management of employee data, stored centrally for easy access.

• Display all your latest HR Policy documents and policies in one area so staff are always up to date
• Everyone has access to the latest version of documents HR module
• Make sure the business complies with HR legislation and ensure that staff have access to documented policies and procedures
• Store standard templates so that all staff have access to the latest versions of your business forms
• Streamline fleet management processes with mileage records, MOT/Taxation dates, car allocations all in one easily accessible place
• Maintain employee records, holiday requests and pension details
• Alerts can be automatically set so that all staff are informed if there are new policies or procedures implemented, or changes to existing policies
• Secure access allows only nominated staff to access informationKeep track of your employee whereabouts and see who is in and who is out at a glance

Access company policies, procedures, fleet information and holiday records

Senior Management Module

This module will allow you to efficiently manage tasks and documentation that can be shared across the senior management team. With nominated member access rights, confidential business information is secure at all times. With instant alert notification when new documentation is added, you can be confident that business decisions are based on up to date information.

• Store and share information with senior management
• Ensure that everyone has the latest business information at all times
• Discussion forums enable you to keep debates live, regardless of management location
• The perfect place to post board minutes, business plans, management accounts
• Alerts will be sent out to all senior management when new documents are added or if documents are updated
• Maintain senior management information including phone numbers and office locations
• Secure access allows only nominated personnel to access information
• You can get secure access to the Senior Management module from any PC connected to the internet
• Collaborate on high level documents whilst maintaining version control and security
• Organise meetings and relevant documentation quickly and easily

Secure area to share your management information, meetings and allocate tasks from within the business or remote locations