Bring structure, governance and overview to SharePoint with WorkPoint. Manage documents securely and centrally within Microsoft 365, without customization or separate systems.
Structured work on projects within Microsoft 365. Documents, tasks and communications are logically organized by project and phase, so teams always maintain an overview and work with the right information.
Grip on contracts throughout the entire life cycle. All contract documents captured centrally, key moments monitored and risks made transparent, so you don’t miss any deadlines and stay compliant.
Professional case management for cases and applications. Documents, tasks and communications are bundled and traceable by case, with clear workflows and set steps for review and progress.
WorkPoint Document Management is a predefined setup of SharePoint within Microsoft 365. It is not a separate system and not a custom solution, but a smart configuration layer that adds structure, logic and governance to the flexibility of SharePoint. This prevents each department or team from choosing its own way of working and creates one consistent way of working for projects, contracts and files.
Whereas SharePoint offers a lot of freedom by default, WorkPoint helps to limit that freedom in the right places. With fixed structures, mandatory metadata, templates and processes, information remains organized, findable and manageable. Even when the number of documents, projects or stakeholders grows. The result is less searching, fewer errors and a demonstrable grip on governance and compliance, all within your own 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 offers everything you need to set up document management within Microsoft 365 in a structured way. Not complicated, but logical and user-friendly. With fixed building blocks, smart automation and clear processes, you get a grip on information and collaboration. And this is just the beginning:
Pre-established structures for documents, folders and metadata ensure that everyone works the same way.
All documents are stored centrally in SharePoint Online, with full traceability and audit trail.
Changes are automatically recorded so that it is always clear what the current version is and who modified what.
Find documents quickly by metadata and content, even in large environments.
Access to information is role- and context-dependent, so sensitive documents remain protected.
Support for AVG/GDPR, retention periods and demonstrated policy compliance within Microsoft 365.
Projects are automatically set up according to fixed structures and phases appropriate to the chosen project methodology.
Manage project phases with clear decision moments and prevent projects from proceeding unchecked.
All project documents, emails and notes are bundled by project and readily available.
Tasks are automatically created and assigned based on role, phase or project status.
Project risks are captured, assessed and monitored, with insight into impact and progress.
Insight into ongoing projects, status, deadlines and areas of concern, including across multiple projects.
Support the entire contract cycle: from application and creation to renewal and termination.
Work with established contract templates and reusable clauses for consistent contract documentation.
Automatic notifications at key moments such as renewals, expiration dates and evaluations.
Bring contract risk visibility with defined obligations and terms.
Overview of all contracts, statuses, maturities and actions in one dashboard.
All changes, approvals and decisions are demonstrably recorded.
Cases are created via fixed templates and guided by clear workflows.
All documents, emails and communications are conveniently bundled by case.
Tasks and deadlines are automatically assigned and monitored so that nothing is forgotten.
Every step in the file is recorded and tracked back, from start to completion.
Support for identifying and tracking risks within cases.
Completed cases are filed in a controlled manner according to established policy.
WorkPoint works entirely on top of SharePoint within Microsoft 365. Employees continue to work in their familiar Microsoft applications, while WorkPoint adds a smart layer of structure, logic and governance. Thus, information is captured centrally and consistently, without creating a new system.
Save emails and attachments directly to the appropriate project, contract or file in SharePoint. Including relevant metadata such as sender, date and context so that communications remain centrally available.
Work on documents in Word, Excel and PowerPoint directly from SharePoint. Thanks to version control, fixed structures and metadata, you avoid duplication and ambiguity.
Files and conversations from Teams are stored in the corresponding SharePoint structure. This keeps all information organized, searchable and available to the entire team.
No. WorkPoint is not a separate application from SharePoint. It works entirely on top of SharePoint within Microsoft 365. Employees continue to work in their familiar Microsoft environment, while WorkPoint adds structure, logic and governance.
SharePoint is powerful, but leaves a lot of freedom. In practice, this often leads to different structures, unclear agreements and limited governance. WorkPoint provides fixed standards, mandatory metadata and clear processes so that SharePoint remains manageable even as the environment grows.
WorkPoint is a standard solution with extensive configuration options. Customization is possible, but requires a more extensive inventory and introduces additional complexity. In most cases, customization is neither necessary nor recommended as standard configurations actually provide consistency, maintainability and future-proofing.
Yes. All documents, metadata and communications remain completely stored in your own Microsoft 365 tenant. WorkPoint does not use external storage or store any data outside your environment.
Yes. Many organizations start with one application, such as project or contract management, and later expand. The underlying structure remains the same, keeping expansion logical and manageable.
Yes. Mandatory metadata, fixed structures and additional search capabilities allow users to find information more quickly and consistently.
WorkPoint can be set up based on your practices and processes, without custom development. Think phases, workflows, metadata and templates that fit how you work now.
Users work in familiar applications such as SharePoint, Teams, Outlook and Office. No new system is added, making adoption faster and training limited.
External collaboration is possible through controlled access in SharePoint. WorkPoint ensures that permissions, structures and context are preserved, so sensitive information is protected.
Yes. WorkPoint supports governance, audit trail, retention periods and AVG/GDPR guidelines. This demonstrably records who had access to what information and what changes were made.
Because WorkPoint works with standard configurations, implementation time is relatively short. Depending on scope and setup, organizations are often up and running within weeks.
Not necessarily. Existing SharePoint structures can be included or adapted in stages. Together we determine what makes sense for your situation.
I4-YOU is a specialist in document management, information management and governance within Microsoft 365. As an experienced WorkPoint partner, we help organizations not only set up SharePoint technically, but above all to make it workable and manageable. In doing so, we look beyond functionality alone: processes, governance, compliance and daily use are always the starting point.
Our implementation approach is pragmatic and phased. We start by understanding your organization, work processes and information needs. On that basis, we set up WorkPoint according to proven best practices, tailored to your way of working. No unnecessary customization, but a solid and future-proof design that remains scalable.
During implementation, we first lay a solid foundation so that the organization can get started quickly. From that basis there is room to expand step by step, for example with additional functionality, processes or applications. We guide both the technical set-up and the adoption and ensure that roles, rights, structures and governance are well defined. In this way, the solution grows along with the organization, without losing overview and manageability.
