Standardise Management of Information, Documents, and Processes in Microsoft 365

An accessible, unique platform interface for Microsoft 365, powered by SharePoint, Teams, and the Power Platform to manage information in a new way that just makes sense.

Manage data through one interface while utilising key Microsoft 365 services
Bring order to chaos by structuring your data
Leverage document management security and compliance
Centralise documents, emails, notes / journals, chats, and calls

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Standard Use Cases

You can quickly and easily configure your own structure, or use one of our pre-built templates to get started.

Contact Management

Manage all the data that flows between you and your contacts in one place.

Simple CRM

Add all the data between you and your customers in one place. Manage deals with stages, boards, and charts.

Case Management

Add compliance to your data, keeping everything together in one place for each case. Add processes to manage the case lifecycle.

HR Records

Manage the onboarding of staff or contractors with processes. Comply with regulatory requirements for GDPR. Centrally control document templates and performance journals.

Projects / Jobs

Create process structure around projects or jobs, leveraging Microsoft Teams templates with a layer above to centrally control and managing the data for each project.

Contract Management

Keep track of all your contracts and communications, adding workflow tasks, reminders, and using charts to make sure you don't miss a thing.

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