WorkPoint Project Management brings structure, overview and governance to project-based work on SharePoint. No separate application, no customization, but a proven standard solution within your Microsoft 365 environment.
Project information, documents, tasks and communication are logically brought together for each project. As a result, project teams always know where to go and you work with up-to-date and complete information.
Fixed structures, phases and decision moments prevent projects from proceeding unchecked. Risks, quality and progress are transparent and demonstrably controlled.
Users work in familiar Microsoft 365 applications. No new system is added, making user adoption faster and project teams immediately productive.
WorkPoint Project Management is a standard project management solution on top of SharePoint within Microsoft 365. It is designed for organizations that work on projects and need more structure and control than standard SharePoint provides. Using established project templates, metadata and processes creates one consistent way of working for all projects, regardless of team or project type.
The solution supports the entire project lifecycle: from initiation and planning to execution and completion. Documents, tasks, emails and risks are automatically captured in the right context. As a result, project managers maintain an overview, teams work together more efficiently, and governance and compliance are demonstrably secured within their 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 Project Management combines structure, automation and insight. The functionalities are grouped around the key components of project work.
Projects automatically start with a fixed structure, tailored to project type and mode of operation.
All project documents are centrally stored and logically organized within SharePoint.
Always work with the correct version, with full visibility into changes and document history.
Project documents are prepared using established templates for consistent output.
Retrieve project information quickly via metadata and content, even with large numbers of documents.
Securely share documents with external parties within protected project spaces.
Projects go through set phases with clear decision points and checkpoints.
Always understand progress, milestones and areas of concern for each project.
Important decisions and approvals are centrally and demonstrably recorded.
All actions and changes within projects are fully traceable.
Critical deadlines and key project moments remain insightfully monitored.
Projects demonstrably comply with established policies and relevant laws and regulations.
Tasks are automatically created and assigned based on role, phase or project status.
Fixed workflows support checks, approvals and handover moments.
Users receive timely notifications of actions, deadlines and phase transitions.
Always clear who is responsible for what within the project.
Tasks are directly linked to relevant project documentation and context.
Automation reduces error proneness and prevents duplication of effort.
Project risks are structurally recorded and linked to measures.
Risks are insightful based on impact, status and follow-up.
Fixed quality steps and checkpoints support consistent project quality.
Stakeholders have insight into project status, risks and progress.
Completed projects remain available for evaluation and knowledge sharing.
Risk and quality management are integrated into every project phase.
Insight into all current projects with status, progress and areas of concern.
Overview across multiple projects for better prioritization and direction.
Up-to-date project data supports management-level decision making.
Quickly analyze and select by project type, status or responsible party.
Instant visibility into projects and tasks that require immediate attention.
Visually enrich project and portfolio data with Power BI dashboards.
Save project emails and attachments directly to the appropriate location in SharePoint, including relevant metadata such as sender, date and project name. This keeps important project communications centrally stored and easily retrievable by the entire team.
Work effortlessly on project documents within Word, Excel or PowerPoint, directly from SharePoint. With version control, clear folder structures and metadata filters, you maintain an overview and avoid duplication of effort.
Files and conversations from project channels in Teams are automatically stored in the corresponding SharePoint structure. This keeps all project information organized, easily searchable and always available to team members.
No. WorkPoint Project Management works entirely on top of SharePoint within Microsoft 365. No separate system or external environment is added. Project teams work in the same SharePoint, Teams, Outlook and Office environment they already know, while WorkPoint provides fixed project structures, metadata, processes and governance. This prevents fragmentation and makes adoption easier.
SharePoint is flexible, but in project environments this freedom often leads to different structures, unclear agreements and limited overview. WorkPoint brings structure to this by enforcing fixed project templates, phases and metadata. As a result, all project teams work in the same way and project information remains manageable, even when the number of projects grows.
WorkPoint Project Management is a standard solution with extensive configuration options. The solution can be set up based on your project types, phases and ways of working, without custom development. Custom development is possible, but requires a more extensive inventory and involves additional management and complexity. In practice, this is usually not necessary.
Yes. All project documents, metadata, tasks and communications remain completely stored in your own Microsoft 365 tenant. WorkPoint uses no external storage and stores no data outside your environment. This makes it easier to meet security, compliance and audit requirements.
Yes. WorkPoint Project Management can be set up for different project methodologies, such as Prince2, Agile or your own. Project templates, phases and workflows are tailored to how your projects are organized, without leading to different ways of working for each team.
For end users, little changes in tooling. They continue to work in SharePoint, Teams, Outlook and Office. The structure and guidance that WorkPoint adds actually helps them work faster and more consistently. As a result, the learning curve is limited and adoption in practice is smooth.
Yes. Many organizations start with a basic setup for project documentation and progress. From that base, the solution can be incrementally expanded with additional functionality, such as risk management, reporting or additional workflows, without having to start from scratch.
Because WorkPoint works with standard configurations, implementation time is relatively short. Depending on the scope and setup, project teams can often work with the new project structure within a few weeks.
I4-YOU is a specialist in project and document management within Microsoft 365. As an experienced WorkPoint partner, we help organizations not only set up project management on SharePoint technically, but above all make it workable and manageable. In doing so, we look beyond functionality alone: project structure, governance, compliance and daily use are always key.
Our implementation approach is pragmatic and phased. We start by understanding your project organization, working methods and information needs. On that basis, we set up WorkPoint Project Management according to proven best practices, tailored to your project types and methodologies. No unnecessary customization, but a solid, proven and future-proof setup that remains scalable.
During implementation, we first establish a strong foundation so that project teams can get started quickly. From that base, there is room to expand step by step, for example with additional project functionality, reporting or governance. We supervise both the technical set-up and user adoption, and ensure that roles, rights, structures and project agreements are well defined. In this way, the solution grows along with the organization, without losing overview and manageability.
