WorkPoint Case management brings structure, overview and governance to managing cases and files on SharePoint. No separate application, no customization, but a proven standard solution within your Microsoft 365 environment.
All documents, tasks and communications are logically bundled per case. As a result, the status and outstanding actions are clear at a glance.
With fixed workflows, tasks and deadlines, you prevent steps from being skipped or files from being left lying around. Each case follows a fixed and auditable process.
Users work in the familiar Microsoft 365 environment. There will be no separate case system, which speeds adoption and keeps management manageable.
WorkPoint Case Management is a standard case management solution on top of SharePoint within Microsoft 365. The solution is designed for organizations that work with cases, files or requests and need more structure and control than standard SharePoint provides. Working with fixed case templates, metadata and workflows creates one consistent way of working for all cases.
The solution supports the entire case life cycle: from intake and treatment to completion and archiving. Documents, tasks, emails and decisions are automatically recorded in the right context. This keeps files clear, progress is transparent and governance and compliance is demonstrably secured within the in-house Microsoft 365 tenant.
"In practice, we were running into the limits of our document management. AFAS is the source system for us and we wanted to keep it that way, but for document management it fell short. What started as a basis for structured document management grew into a widely supported digital working environment with smart integrations, clear processes, secure data flows and a uniform way of working together. And when a customer or client file is created in AFAS, the corresponding structure is automatically set up in SharePoint, including all relevant customer and file information."
WorkPoint Case Management supports organizations in the structured and manageable handling of cases and files. The functionalities focus on overview, control and demonstrable compliance with agreements and regulations throughout the entire case life cycle.
Cases start with fixed structures and metadata tailored to case type, process and information needs.
All documents and attachments are stored centrally and logically bundled by file so that information can be found immediately.
Changes are automatically recorded, so it is always clear what the current version is and how the file has developed.
Fixed templates ensure consistent recording of decisions, correspondence and reports.
Files are quickly retrievable by metadata and content, even for large numbers of cases.
Files can be shared in a controlled manner with internal and external stakeholders without losing control of access.
Cases follow predefined steps so that each case is handled in a controlled and consistent manner.
Always understand the current status, progress and open actions per file.
Tasks are automatically assigned to the appropriate role or employee within the process.
Timely notifications support staff actions, deadlines and handover times.
Clearly defined who is responsible for which step within the case.
Automation reduces error proneness and speeds up file turnaround time.
Deadlines and legal deadlines are actively monitored during case processing.
Automatic notifications alert when deadlines are in danger of being missed.
Understanding files that require extra attention due to approaching deadlines.
Structural monitoring helps complete files in a timely manner.
Better planning and understanding of turnaround times for each case.
Overview of numbers, status and progress of all pending cases.
All actions and changes are fully traceable for accountability and control.
Personal data is masterfully recorded and protected within files.
Access to files is arranged role- and context-dependently.
Complete record of decisions, actions and communications.
Cases are handled according to established guidelines and processes.
Completed files are reviewed and filed in accordance with policy.
Insight into all pending files with status and progress.
Quickly select and analyze by case type, status or responsible party.
Instant insight into files that require action.
Support for steering, accountability and reporting.
Analysis of performance and handling times by case.
Visualization of case information with additional dashboards.
Save emails and attachments directly to SharePoint from Outlook, including important metadata such as sender, date and subject. This ensures that all relevant information around files is centrally and easily accessible to the entire team.
Work effortlessly with SharePoint documents in a familiar Office 365 environment. With clear navigation, version control and powerful metadata filters, you always maintain control over your files and document management.
Documents and emails shared through Teams are automatically stored in SharePoint. With a clear structure and advanced search functionality, you can collaborate quickly and efficiently on files within your teams.
No. WorkPoint Case management works entirely on top of SharePoint within Microsoft 365. There will be no separate case system or external application. Employees continue to work in their familiar Microsoft environment, while WorkPoint provides structure, process guidance and governance.
WorkPoint Case Management is suitable for organizations working with cases, files or requests where structure, traceability and deadlines are essential. Think HR matters, legal files, customer inquiries or internal requests.
It is a standard solution with extensive configuration options. Case types, workflows, metadata and roles are tailored to your processes without custom development. This keeps the solution manageable and future-proof.
Yes. All case information, documents and communications remain completely stored in your own Microsoft 365 tenant. No data is stored externally.
Deadlines and deadlines can be set by case and actively monitored. Automatic notifications help employees take timely action and prevent overruns.
Yes. Multiple departments can work within the same structure, with separate files, roles and responsibilities, while governance remains central.
Yes. Permissions and access are finely tuned so that only authorized employees have access to sensitive records and personal data.
Users continue to work in familiar Microsoft applications such as SharePoint, Teams and Outlook. The additional structure and guidance actually help them work more efficiently and consistently.
Yes. Many organizations start with a basic case management setup and later expand it with additional functionality, reports or additional workflows.
Yes. By audit trail, recorded decisions and complete record keeping, accountability to management, supervisors and auditors is well established.
I4-YOU is a specialist in case management, document management and governance within Microsoft 365. As an experienced WorkPoint partner, we help organizations to not only set up file- and case-oriented work on SharePoint technically, but especially to make it workable and manageable. In doing so, we look beyond functionality alone: process structure, governance, compliance and daily use are always key.
Our implementation approach is pragmatic and phased. We start by understanding your processes, case types and information needs. On that basis, we set up WorkPoint Case Management according to proven best practices, tailored to the practice of the organization. No unnecessary customization, but a solid and future-proof setup that remains scalable.
During implementation, we first establish a strong foundation so that teams can get started quickly and in a controlled manner. From that base, there is room to expand step by step, for example with additional workflows, reports or governance. We supervise both the technical set-up and the adoption and ensure that roles, rights, structures and process agreements are well defined. In this way, the solution grows along with the organization, without losing overview and manageability.
