Client Portal for Outsource

Provide professional service for your external outsourcing partners in a secure environment on SharePoint. Rest assured that outsources won't harm your reputation and brand.
For companies which regularly interact with customers and partners, we offer Client Portal as a safer and more convenient solution for files and document sharing, as opposed to sending e-mails or sharing files via public "drives". Powered by SharePoint Online, this solution allows you to increase your ROI on your Microsoft 365 (ex-Office365) investment while meeting your company's IT standards and policies.

A SECURE CLIENT PORTAL WITH ALL FEATURES YOU ARE LOOKING FOR
Get a modern workspace and pay only for interactions
Send updates and get your materials mastered or reviewed quickly and with confidence
Get at real time extranet chat (one to one or group channels)​
Get at real time extranet chat (one to one or group channels)
Make time tracking with Integrated Billing, approve estimates, invoices and billing​
Make time tracking with Integrated Billing, approve estimates, invoices and billing
Rank contractors by reliability, responsiveness, staffing, and other features​
Rank contractors by reliability, responsiveness, staffing, and other features
Eliminate limited wi-fi issues problem by syncing files to laptops or mobile devices for offline access​
Eliminate limited wi-fi issues problem by syncing files to laptops or mobile devices for offline access
View, correct, and comment high-quality previews of more than 30 different file types, both directly in Client Portal and via our mobile app
View, correct, and comment high-quality previews of more than 30 different file types, both directly in Client Portal and via our mobile app
HOW DOES IT WORK FOR EVERYONE?
Why using Client Portal is secure?
Sharing "sensitive" information via e-mails, you run the risk to make a mistake and send it to the wrong recipients.
You grant access only to those employees who need it, as well as access to counterparty representatives.
You can set different access rights, for example, "read-only" option.
The service is protected by the strictest security standards https://www.microsoft.com/en-us/security/business/. In addition, you can use multi-factor authentication.
Why is Client Portal so convenient?
All documents and files to cooperate with counterparties are stored in one space. No need to search any information in e-mails.
You always know who and when transferred files to the counterparty, or vice versa, when the counterparty shares the files with you.
Versioned documents allow you to track changes and return to a previous version if necessary. Duplicates of documents are not created; you don't have to figure out which version is the latest because it is always stored on the Client Portal.
Sharing large files is no longer a problem.
Benefits of Client Portal
You can set your business processes preferences regarding the employees and counterparty's representatives, for example, to coordinate the documents.
Employees can be automatically assigned tasks according to the key date calendar and SLA.
Time and date of sharing a file is indicated on the Client Portal.
You can chat with your conterparty on a Client Portal or in Microsoft Teams, and save correspondence history with the conterparty, including documents and files.
Co-authoring an co-working with Microsoft 365 (ex-Office 365) documents and files saves a lot of time.
HOW DOES IT WORK FOR EVERYONE?
It is a template, each individual case is addressed in accordance with the tasks
BUYER TO WORK WITH OUTSOURCERS

•Create outsource community. Make a ranking of outsourcers

•Receive, register and rank beneficial offers and control the implementation of outsourcing tasks, their quality and timeliness

•Delineate access to sections of tasks performed in the pipeline

•Quickly inform about the search of outsourcers and tasks

•Be aware of the dynamics of key performance indicators of the outsourcer

•Keep track of applications, customers, equipment, consumables, etc.

•Familiarize the outsourcer with the requirements and task data

•Set up a request process for outsourcers, have the data of the pool of outsourcers stored in one place

•Get structured information about each outsourcer: documents on contracts, requisites, relationship history, etc.

•Find information on the outsourcer fast and easily to get the job done

•Be able to reply to any question and to keep outsourcers fully informed

•Be able to ask outsourcer a question upon request

•Get reminders to get the job done on time



CONTRACTOR

•Control the results of the work under the contract

•Find out news in the corresponding field

•Be sure that employees have all the information to complete the task

•Be sure that employees receive timely replies and data from the customer's experts

•Have instant access to the documents added to the contracts










•Find information and files fast and easily

•Requests about the issues forwarded directly to the consulting department

•Create a new request for any data needed for job to be done

•Check one's own requests to customer




IT ON BOTH SIDES
•Trade secret data protection

•Commercial secrets data protection

•Corporate information data protection









Technologies
Developed on Microsoft SharePoint Online and Microsoft 365 platforms
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