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Teams Office Integrated Document, Contact and Action Manager Office Productivity for the rest of us.

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Presentation on theme: "Teams Office Integrated Document, Contact and Action Manager Office Productivity for the rest of us."— Presentation transcript:

1 Teams Office Integrated Document, Contact and Action Manager Office Productivity for the rest of us

2 Teams Office Content 1 What is TeamsOffice? Who is it for? Design Features How TeamsOffice Works The Platform Summary

3 Teams Office What is TeamsOffice? Conceptually: A single- or multi-user application for managing all of a person’s or organization's documents and other critical data A tool for enhancing personal productivity and enterprise efficiency and security A broadly based, cost-effective platform of horizontal industry applications on which integrated vertical solutions may be built An integrated Document Manager, Contact Manager, Action Manager and more

4 Teams Office What is TeamsOffice? Operationally:  Browser- based – the client workstation needs a modern browser and no more  Fast – Office Manager delivers SQL response data to the browser virtually instantaneously Secure - Office Manager provides record-level access control managed by group and/or by individual user with fine-grained rights allocation Delivered using the Software As A Service (SAAS) monthly subscription model

5 Teams Office Content 2 What is TeamsOffice? Who is it for? Design Features How TeamsOffice Works The Platform Summary

6 Teams Office Who can use TeamsOffice? Anybody who needs to manage their documents efficiently is a prospective user of TeamsOffice (especially if they want to manage their contacts, appointments and tasks together with their documents in an integrated environment)  Single Users - especially those who travel for business  e.g. “one-man-band” entrepreneurs, researchers, journalists  Work Groups who need to share a single data store  e.g. company department, project teams. (SMEs are Workgroups!)  Enterprises who can use the group and personal record linking to fine tune security but have the entire company using a single data store  Charities – even charities can afford TeamsOffice …  Single Users - especially those who travel for business  e.g. “one-man-band” entrepreneurs, researchers, journalists  Work Groups who need to share a single data store  e.g. company department, project teams. (SMEs are Workgroups!)  Enterprises who can use the group and personal record linking to fine tune security but have the entire company using a single data store  Charities – even charities can afford TeamsOffice …

7 Teams Office Who must use TeamsOffice? The Prime Target Market for Office Manager is any person, company, government department, institution or other organisation who or which: must serve data, especially documents, on a time-sensitive basis to its clients, customers or members or the public needs to identify archived documents rapidly and retrieve them reliably may be called upon to prove that it has discharged its duty of care or performed its professional obligations and understands the importance of investing in the resources and enforcing the disciplines needed to create the library.

8 Teams Office Content 3 What is TeamsOffice? Who is it for? Design Features How TeamsOffice Works The Platform Summary

9 Teams Office Core Design Elements The strength and speed of TeamsOffice lie in its simplicity of design and function enhanced by the intelligent application of cutting edge technical resource  Unique Entities The TeamsOffice data structure represents the common objects of commercial life as unique entities each of which is only recorded once and linked to other Entities without a hierarchical structure  Power Search Even with hundreds of thousands of records to search, enter a word or a part word in the Power Search box and only those records show that include that string. Enter up to 6 words to hone your search  Find-Link-Jump The multi-dimensional relational links you create in TeamsOffice allow you to jump with a single click to any Entity that interests you  Unique Entities The TeamsOffice data structure represents the common objects of commercial life as unique entities each of which is only recorded once and linked to other Entities without a hierarchical structure  Power Search Even with hundreds of thousands of records to search, enter a word or a part word in the Power Search box and only those records show that include that string. Enter up to 6 words to hone your search  Find-Link-Jump The multi-dimensional relational links you create in TeamsOffice allow you to jump with a single click to any Entity that interests you

10 Teams Office Strength in Simplicity Just 4 Entity Types  Prime Entities These are the basic building blocks of commercial and management vocabulary: Person, Org, Address, Venue, Project, Resource and Concept  Link Entities Real things that only exist as a relationship between two Prime Entities: Relatives, Residents, Branches, Affiliates, Executives  Doc Entities Everything important to do with managing documents: Author, Addressee, Project/File, Custodian, Bundles etc.  Action Entities The tools to help you manage your life: Events, Tasks and Notes  Prime Entities These are the basic building blocks of commercial and management vocabulary: Person, Org, Address, Venue, Project, Resource and Concept  Link Entities Real things that only exist as a relationship between two Prime Entities: Relatives, Residents, Branches, Affiliates, Executives  Doc Entities Everything important to do with managing documents: Author, Addressee, Project/File, Custodian, Bundles etc.  Action Entities The tools to help you manage your life: Events, Tasks and Notes The classic, simple structure of TeamsOffice allows for easy creation of Custom Entities

11 Teams Office Entities Reflect Life

12 Teams Office Document and Action Entities

13 Teams Office Content 4 What is TeamsOffice? Who is it for? Design Features How TeamsOffice Works The Platform Summary

14 Teams Office Technical Structure Browser on Client Internet MySQL Databases Website Data Engine PDA (Future) HTTP ColdFusion Server SSL/Firewall Data Store Backup

15 Teams Office How it Works Internet, VPN or Leased Line Laptop Single User Secretary Desktop User Contractors Enterprise Data Centre ColdFusion Unique Data Store CWCS UK Data Centre Unique Data Store Office LAN Suppliers Clients MySQL Databases

16 Teams Office Activity Cycle Link Any Document or Action Entity to any Prime Entity or Document and follow your train of thought single click by single click Find exactly the document or data you need instantly Track tasks and note performance Enter Enter and Manage Contacts, Documents, Events, Tasks, Notes, Calendars and Alerts Track task performance Retrieve Print lists and bundles for litigation discovery, completions, due diligence, meetings etc Find-Link-Jump Output A Classic Activity Cycle

17 Teams Office Benefits to the Customer Find individual records from 1,000s in seconds Single-click jump to the record you want Follow your train of enquiry across boundaries Reduce time wasted searching for lost data Data Integrity Improve Customer Satisfaction Everybody sees the same data Eliminate synchronization problems Avoid duplication of data Respond to client’s needs faster Allow client secure access 24/7 Reduce costly attendance time Enhance Efficiency & Productivity

18 Teams Office Content 5 What is TeamsOffice? Who is it for? Design Features How TeamsOffice Works The Platform Summary

19 Horizontal Market Applications Teams Office Broad-based Platform Prime Module and Action Module Vertical Market Solutions Company Secretarial Lawyers Package Mixed Modules Prime Entities, Documents, Tasks, Events, Notes, Calendars, Alerts Accounting, Affiliate Tracking, Membership Custom Modules

20 Teams Office Content 6 What is TeamsOffice? Who is it for? Design Features How TeamsOffice Works The Platform Summary

21 Teams Office Our Place in the Market Integrated Management of o Contacts and Prime Entities o Documents o Actions: Events Tasks Notes o Custom Entities Data Singularity o Store Once, Access Randomly (SOAR) o Everybody works on a single set of data Everyone is always up to date Eliminate synchronization problems Find-Link-Jump o Power Search o No hierarchies/folders o Single-click jump to Entity: Prime Document Action Anywhere Any time Anyhow o Browser and internet connection o 24/7/365 o State-of-the-art UK data centre o Low monthly cost The Unique TeamsOffice Combination of Features

22 Teams Office Conclusion Teams Office Integrated Contact, Document and Action Manager Has the potential to be a disruptive technology creating a new horizontal platform for productive management of personal and enterprise contacts and documents integrated with vertical industry applications of all kinds and for all purposes https://www.teamsoffice.net/demohttps://www.teamsoffice.net/demo


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