Enabling businesses to capture large volumes of rich content and

providing tools to manage, leverage, and maintain corporate

information over long periods of time

project documents

business case data

corporate client files

team sites

… you name it …

How do you stay organized in SharePoint?

2014 2015 2016 2017 2018 2019

Hello, I’m FrankI’m in charge of this 10+ year project

Frank is setting up a project:

• Designing document

libraries

• Struggling with metadata

• Uploading content

• Setting permissions

• Inviting team members

The DMSX answer

Superb SharePoint site

provisioning

I’m lost in project

life-cycle stages

Frank’s project evolves:

Proposal

Implementation

Warranty

Archival

Takes 1 – 10 years.

The DMSX answer

Life-cycle aware site

governance

Frank responds to:

• Business process changes

• Legal obligations

• Regulatory requirements

• Methodology updates

• IT landscape changes

The DMSX answer

Managed change

implementation

Project structure

isn’t here to stay

Frank’s team changes:

• People leaving

• People coming

• Gaining access

• Loosing access

• Hired or fired

• Changing roles

• Switching positions

The DMSX answer

Automated, centralized

role and permission

management

People in,

people out

Hello, I’m FrankI’m in charge of this 10+ year project

Hello, I’m FrankI’m in charge of this 10+ year project

Hello, I’m FrankI’m in charge of this 10+ year project

Hello, I’m FrankI’m in charge of this 10+ year project

Hello, I’m FrankI’m in charge of this 10+ year project

Hello, I’m FrankI’m in charge of this 10+ year project

Hello, I’m FrankI’m in charge of this 10+ year project

Hello, I’m FrankI’m in charge of this 10+ year project

Hello, I’m FrankI’m in charge of this 10+ year project

Hello, I’m FrankI’m in charge of this 10+ year project

Hello, I’m FrankI’m in charge of this 10+ year project

Hello, I’m FrankI’m in charge of this 10+ year project

You may have

THOUSANDS

of them

Reorganization!

The effects can

be disastrous

Improves Services and

saves $2.2M annuallywith DMSX and SharePoint

for Corporate Clients Management*)

*) Detailed case study available from Microsoft and BoldBrick — a BCSP featured solution

• Paper-based workflows

• Branch-local information silos

• Collaboration barriers

• Documents being lost

• Knowledge wasted

messy situation

standardized processesglobal site unification and life-cycle

management enables standardization

holistic customer viewDMSX unites SharePoint

and Dynamics CRM data

cross-team collaborationback-office units have access to

all documents plus CRM data

change-awareevery change is managed

and applied globally

streamlined customer

caremanaged SharePoint environment enables

end-to-end customer-focused workflows

Fast Track implementation

in just 1 month

newcustomer@boldbrick.com