Professional Services

Key Features:

• Setup multiple virtual collaboration sites for your consulting projects, client account management and for developing new business proposals.
• Store and manage all types of documents in secure, scalable Web repositories including Microsoft Office files, reports, consultants notes, meeting minutes, scanned images, billing information and more.
• Build virtual practice areas where your consultants can securely access organizational knowledge & best practices and discuss issues affecting their practice.
• Allow clients to actively participate in their projects and facilitate better, faster and more accurate client service – while building client loyalty.
• Guarantee the security of your system with multiple access permissions and share information only with authorized users.
• Track and manage multiple versions of files and shorten review and approval cycles for critical business documents.
• Assign tasks, track milestones and coordinate calendar schedules with consultants, project managers, secretaries and clients.
• Post important announcements, setup discussion forums and keep everyone informed on the latest developments.
• Capture and preserve all content and context surrounding a client engagement for ongoing access, re-use, and as a historical record.