30+ Integrated SharePoint Web Parts Designed to Improve the User Experience

We have designed our SharePoint web parts and solutions to answer the business need that technology is a way to achieve results and that the user experience is the final objective. Our solutions are built to support business best practices and empower business managers with a flexible and scalable tool to manage the solutions that run their business.
Key benefits of our SharePoint web part bundles:

  • Increase user adoption through an intuitive UI
  • Quickly reach functional requirements with SharePoint
  • Give the control back to line of business managers to continuously adapt solutions to their needs
  • Aligned with IT strategies to unify technologies and reduce costs
integrated sharepoint web parts

Three editions of our SharePoint web part bundles are available: Standard, Professional and Enterprise. No matter the size of your organization, the edition choice should be based on the functionality you need for your solution. Each edition builds on the capabilities of the previous edition.
Below is a list of the main SharePoint web parts included in our bundles.

List of the main SharePoint web parts included in our bundles.
ComponentFeaturesUser Benefits
NavigationAllows displaying colored navigation buttons with icons or a text navigation. The bar is configurable for each end user. Navigation headers are collapsible.Simplify UI. Improve ergonomics and display relevant topics only.
Data ViewerThis central component highlights relations between lists and libraries. All important data is visible in one single page. 20+ buttons are available to present data (move or copy data). Filtering in each column is also allowed.Have all relevant data in one single page. No need to search for data in different lists. Easily perform 20+ actions directly in the page such as sending an email, mail merging a document, duplicating data…
PageWith this tool you have more flexibility to dispose mixed BPA components in tabs and pages.Have different sources of data in one single page, like list data, charts, KPIs, etc.
CalendarDisplaying items in a calendar view with colors. Can aggregate many lists in one single calendar.Have one single aggregated calendar. Avoid researching in many calendars.
Send EmailSend one or many emails with SharePoint using shared templates. Easy recipient search in the different lists. Many options are possible to generate activities or campaigns. Email tracking is also possible.Communicate easily with shared email templates. Send emails to one or many recipients, directly from SharePoint.
Charts15 types of graphical charts will display data from your selected lists and views, like bar, gauge, pipeline, range, radar charts… Charts are interactive and drill down to access data is available.Makes it easy to read data with interactive graphical charts.
SearchThis tool enables searching in a specific list or the whole site.Instant data search.
HierarchyWill display data relations in a hierarchical tree view.View related data in a user-friendly way.
ReminderThis administration tool will send automatic email alerts based on field conditions.Get automatically notified when action is required.
Email MarketingAllows preparing and sending a mass email using an external email marketing tool. Lists and campaign results are synced between both systems (open rate, unsubscribes, etc.).Stay in touch with your communities through newsletters, events, etc. directly in SharePoint.
Custom FieldsColumn type performing calculations with the current list or child lists. Results will be displayed as a value or a colored flag.Colored flags will tell you if you’re late or if your work is efficient.
Field ReplicationReplicates a field value from a list to another. It’s used to perform calculations with parent-child lists.Access cross-list data.
Office ConnectorThis optional module is to be installed on a user PC and works with MS Outlook 2010 and later. Users can easily select emails, events, tasks or contacts to be added in SharePoint, while keeping the context.Track all important emails within SharePoint retaining the original context of the email.
Email ReceiverThis server application will propose contacts to be added in SharePoint and will automatically copy incoming/outgoing emails in SharePoint. This works with Exchange and Exchange online servers.Let the tool propose contacts to be added in SharePoint and automatically track emails.
Data EditorThis tool improves SharePoint forms with intelligent lookup fields, cascading lookup rules, field permissions, collapsible sections and tabs. This will also prevent you from entering duplicates in the system.Drastically simplify editing data with SharePoint forms. Ensure data is consistently entered in SharePoint.
Mail MergeMail merge will let you produce one or many formatted Word documents, like letters or reports, merging SharePoint data.Generate formatted documents such as meeting reports, letters, and dashboard on the fly, directly from the browser.
QueryThis is a report generating tool. A wizard guides users to create reports, extracting data from many SharePoint lists with advanced filters.Extract data or build multi-list reports, with no need of IT people.
FavoritesSimply select and view your favorite items.View at a glance what your favorite items are.
PermissionsDefine automatic SharePoint item-level permissions, based on fields and conditions.View your items only.
Quote GeneratorA wizard will create all necessary lists to create sales quotes or proposals, with the related price list, VAT rates, currencies and products.Create sales offers with SharePoint.
KPIThis tool displays indicators or KPIs in a scorecard view for a repeating period. Colors will be automatically set, based on targeted objectives. Average and tendency is automatically calculated.View processes performance with an enterprise cockpit.
ImportThis wizard will guide users when importing data in one or many SharePoint lists, with duplicate handling. You can import up to 1000 items, from a csv file.Be autonomous when importing data in the system, like contacts with related companies.
Web ConnectorThis wizard will guide you in generating forms to be published on the web. When submitting data, it will automatically be copied in the desired SharePoint lists.Avoid retyping data. Data from the web site or help desk portal will automatically be copied in SharePoint.
ReplicationReplicate, aggregate or consolidate data from a SharePoint site/list/view to another site. Cross server or farm replication is possible.Access cross-site data.
External ConnectorThis allows mass importing or synching SQL data with SharePoint.View data from multiple source in one single location.
Sales SystemThis tool displays items in a visual pipeline. Items are highlighted with colors, based on rules. It’s mostly intended to sales persons when tracking sales opportunities.Read data in a visual pipeline with colors.
Mobile AppsNative apps for iPhone, iPad and Android. Highly configurable apps that deliver full relationship management with your mobile devices, even while offline. Central user management platform.Access data anywhere and anytime.

 

3 Reasons Why CRM Built On SharePoint Maximizes ROI

Limited resources and a demand for double-digit return on investment (ROI) require managers to define projects that can leverage multiple technologies to achieve compounded results. In its “Technology Trends 2014” survey, Computer Economics identified CRM systems as the most low-risk/high-reward technology trend, based on cost predictability and ROI. The ROI of a CRM implementation can be extended even further by building it on top of the existing structures of the powerful SharePoint platform.

Did you know you can do CRM with SharePoint?

SharePoint has the most important ingredients to be an excellent collaborative CRM platform, like document management, workflow capabilities, data storage and management capabilities, real time discussions and many more.

Obviously SharePoint is not a CRM tool. What is SharePoint missing to be a powerful CRM system? The answer is, what are you expecting from a CRM system?

A CRM is a customer relationship management system. This means a CRM tracks relations with customers (and possibly other communities). In other words, a CRM is an operational system to track daily interactions you have with customers, like meetings, calls, emails, tasks, sales opportunities, documents, etc.

An intelligent CRM system needs to help end users tracking these relations with little effort, like suggesting contacts or automatically categorizing incoming and outgoing emails.

For sales and marketing users, the CRM system should provide guidance in viewing the best leads or opportunities that will deliver value. Inbound leads should be provisioned automatically in the system. In addition, the tool needs to support prospecting activities, like sending emails to leads and tracking answers.

An intelligent CRM system will distribute tasks and alerts automatically when users are needed to accomplish their work and make the sales or marketing process move forward.

Finally, the aim of any CRM system is to track how your teams are performing. From weekly activity reports to monthly sales forecasts, a CRM tool should deliver key metrics to continuously improve your processes. For managers, an accurate sales dashboard should provide all of the information needed to ensure that objectives will be met.

sales dashboard

Download the white paper and learn:

  • What features of SharePoint make it uniquely suited to extend the benefits of CRM?
  • How CRM achieves game-changing ROI for your organization.
  • Why a marriage of CRM and SharePoint should be your next IT investment.

>> Download the white paper now !

Tips from Townsend: Using the BPA Community Site

BPA Community Site Home


The BPA Community site is your one stop for everything related to your BPA Application. It provides you with Get Started instructions, documentation, training, downloads, FAQs and support. This blog post will walk you through the six major parts of the Community site and its resources. Your first step is to register an account with our BPA Community site by clicking on the “Register to BPA Community” link in the left navigation.

Get Started

BPA Community Site Get Started


The “Get Started” section lets you access our Getting Started for Administrators guide. This guide outlines step by step the system requirements and prerequisites for installation, as well as the installation/update procedures. Within the guide you’ll find “First Steps” instructions for creating your new xRM Application and activating licenses to allow your users access. Additionally, our Getting Started for Administrators guide covers topics including User Management, Data Migration, Basic Configuration and Customize the Content of Your BPA xRM Application.

Documentation

BPA Community Site Documentation


The documentation in the BPA Community site explains settings and configurations for each of the BPA xRM and WebPart/Component pieces. Within each page we describe the various options in configuration and provide examples of use. We continually update the Documentation section to ensure up-to-the-minute information at your fingertips.

Training

The new Training section is currently a work in progress that we’ll be releasing in the near term. This section of the BPA Community site will deliver content and videos that provide actual walkthroughs of configurations, as well as sample use cases for various BPA xRM pieces.

Downloads

BPA Community Site Downloads


Once you’ve been issued a license for any BPA Application, you can access your license files any time through the BPA Community site. Within the Downloads section of the Community site you can also download your application installer and any other software included with your purchase. This includes the xRM installer, Web Connector, Office Connector and the Data Migrator.

Find Answers

BPA Community Site Find Answers


This is the BPA Solutions Knowledge Base, your source for answers to common questions and issues. We take note of frequently asked questions and document them for your convenience. We continually add items to our FAQs and we welcome the submission of new topics to our FAQ section.

HelpDesk

BPA Community Site Help Desk


The HelpDesk is your communication link to BPA. It provides six options for submitting a request:

  • Bug & License Issue Reporting: If you have a functional error or bug related to any of BPA’s products (but not to an associated product like MS Office or SharePoint), or if you have a license issue.
  • License Request: If you have a BPA license request or BPA software assurance request.
  • System Issue: If you have a cloud/hosting issue, an installation/upgrade issue or a system issue.
  • Training & Services Request: you need training or professional services.
  • New Feature Request: If you would like to propose a new feature or enhancement for our products.
  • Other: If you have a request not related to any other category.

The BPA Community site is your resource for help, training, information, important downloads, and much more. It’s part of BPA’s proactive approach to answering your questions and anticipating our customers’ needs. Still have questions after browsing the various sections of the Community site? Please submit a request to the HelpDesk and someone will assist you right away. We look forward to any input you may have.

7 Criteria Your Quality Management System Must Meet

In the past, the term quality referred specifically to the quality of a product. Nowadays, “quality” has a much broader scope. Quality means quality of the company organization and all related products and processes.

W. Edwards Deming defined a universal and simple description for quality management: PLAN – meaning setting objectives – DO – meaning applying good practices – CHECK – meaning measuring results – ACT – meaning continuously improving.

Deming wheel quality management system

Deming wheel

  1. The Deming Wheel is the basis for any quality system. All quality standards are based on the Deming improvement wheel principles. In this sense, quality management (QM) is all about applying best practices and continuously improving.
  2. Customers must be in the center of the quality system. This includes not only the final customer that buys the product, but also internal customers in different processes.The aim of any enterprise is to deliver products and services that fulfill customer needs and keep them satisfied. And obviously this needs to generate profits.
    From customer needs to customer satisfaction

    From customer needs to customer satisfaction

    Is this enough? Surely not.
    Enterprises need to keep employees motivated and happy. They need to minimize impacts on the environment. That means that employee health + security and environmental regulations are fundamental matters when defining best practices.

    QM includes health, security and environmental concerns.
    What about risk management?

  3. Risk management should a part of any QM system. Identifying, assessing, treating and monitoring risks should be considered for each process when defining good practices.Risks can’t be measured, unlike other quality metrics. But risks should be continuously assessed, based on probability of occurrence and impact (when occurring). Controls need to be applied on a regular basis.
    Example of a risk matrix

    Example of a risk matrix

    Today, risks are still not always considered at many companies. Financial consequences of un-mastered risks can be disastrous.

  4. Tracking relationships is key for a successful QM system. Improvement processes are closely interrelated. Improving continuously requires keeping track of these relationships.
    Because clients are in the center of the QM system, having a quality relationship management system allows tracking of important interactions – like calls or emails – with clients and suppliers.
  5. A QM system should include process automation with workflows. Information push shortens process lifecycles and increases customer satisfaction.
  6. Document management must be part of a QM system. Compliance documents, like good practices or instructions, need to be shared with end users. Tracking document versions, connectivity with Microsoft Office, and possibly having a document validation process are important document management features.
  7. Mobility has come to be an important feature of any QM system. As an example, the need for quality managers to audit external suppliers or customers requires a remote or offline access to the QM system.

At BPA Solutions, our quality engineers and IT experts have developed an integrated quality and risk management solution on the top of Microsoft SharePoint. BPA can help you achieve your goals when implementing a QM system.

Case Study: SharePoint CRM by BPA brings City of Lausanne 96% of Email Responses on Time

The City of Lausanne, one of the largest cities in Switzerland, has more than 4,500 collaborators spread out over seven service areas and 42 services.

Project Goal:

Every day, the City’s industrial services area receives hundreds of communications (letters, email, and fax) that need to be answered on time. The aim of Project GECO (Mail Management) was to offer a business solution covering the following four areas:

  1. Efficiency & Quality: Convert all incoming communications into electronic format as needed, register all incoming communications, and assign them to client’s managers in order to get an adequate response on time.
  2. Traceability: Register all actions and activities from reception to response to delivery.
  3. Archiving: Retain all incoming and outgoing communications during the entire legal period.
  4. Monitoring & Reporting: Provide indicators, reports, and scorecards to management.

The challenge: Deploy the system into production rapidly with limited resources and budget.

Solution:

SharePoint 2010 was already in place and used mainly by the services for collaboration and document management. Therefore SharePoint was naturally chosen as the CRM technology platform, in order to maximize the platform’s return on investment and minimize the total cost of ownership of implementing new business solutions.

The purchase of the BPA Solution Suite, including SharePoint CRM, allowed the City to provide different business solutions that could be used immediately without any development or coding. This included the Mail Management solution. This solution now gives users the ability to produce printable documents and emails rapidly using many different predefined templates. The solution also gives users the ability to apply filters and search for information rapidly; users have the ability to view all actions and activities done throughout the whole chain, from reception to delivery. Finally, the reporting section provides accurate indicators of performance and business intelligence.

sharepoint crm lausanne

Benefits:

As of May 2013, the Mail Management solution has been used every day by the entire service. In about seven months, more than 25,000 incoming and outgoing letters, emails, and faxes were registered and managed successfully.

The solution is easy to use and performs all the key steps of the Mail Management Service more quickly and efficiently. The objective of achieving 96% of responses on time has been reached systematically and the client’s satisfaction has been improved substantially.

Managers now have multiple dynamic reports to better track and follow the client’s requests, and therefore improve the quality of the Mail Management Service.
This is just one example of how BPA Solutions and their SharePoint CRM can help solve challenging problems. Other BPA business solutions, including the new Partner Relationship Management Solution, will be going live soon. Please follow our blog for more updates on our new products.

BPA Solutions Nominated for Best SharePoint App in the 2014 European SharePoint Community Awards

BPA Solutions is in exclusive company. The prestigious 2014 European SharePoint Community Awards have nominated BPA CRM 365 for Best SharePoint App of 2014. We take pride in seeing our hard work recognized by the European SharePoint Community: top Microsoft SharePoint business decision makers, thought leaders, IT professionals, developers, and end users. Award winners will be announced at the European SharePoint Community Awards Evening on May 7 in Barcelona, Spain.

Other finalists for best SharePoint App include Dell Software, ELEARNINGFORCE, OneBit Software, PDF ShareForms, and K2. It’s an honor to be part of this elite group of providers.

BPA CRM 365 is the Office 365 version of BPA’s award-winning SharePoint CRM solution. It’s a tool that both empowers your front line workers and helps them be more productive. The BPA CRM 365 Lite solution lets you track contacts and your team’s daily interactions and activities. The solution also includes help desk ticket tracking, marketing campaign management, and project management capabilities.
Best SharePoint App in the 2014

Why vote for BPA Solutions?

Find out more by reading our ebook about BPA CRM 365 Lite. We set some big expectations from the start: we wanted the same features as our on-premise solution with the Office 365 version, plus we wanted to have as much of the same code for both the on-premise and cloud deployments as possible. As part of the process, BPA became a part of Microsoft’s PAB and Office 15 SDR programs. Our nomination for Best SharePoint app shows that we’ve met the high standards we set for ourselves.

If you haven’t experienced our CRM solution, try out the app for yourself. Download BPA CRM 365 Lite for free at the Microsoft App Store.
Voting closes April 15, so vote now for your favorite, and let your voice be heard.

BPA is part of Microsoft Business-Critical SharePoint Program

BPA Solutions has been selected by the Microsoft Corporation as a member of the Business-Critical SharePoint (BCSP) partner program based on the depth of their SharePoint and Line-of-Business (LOB) system expertise. BCSP includes top solution and service providers worldwide who focus on advanced SharePoint scenarios including LOB Connectivity and Enterprise Search to drive adoption, productivity, and ROI across the organization, while leveraging existing IT investments.

Generate a Business Impact with SharePoint

BPA Solutions’s BCSP solution can help your company bridge the gaps across your existing systems and teams, and provide an entirely new search experience with intelligent results tailored to you from any source.

access SharePoint
Provide access to data anywhere to anyone at your company

connect SharePoint
Break down IT system and communication siloes across teams

find SharePoint
Find just the right results from any source and take action

The Leader in SharePoint Business Solutions

ASK FOR A FREE
TRIAL NOW

Customers who have SharePoint connected to line-of-business systems show the highest product satisfaction.

Mobile-capable BPA CRM for SharePoint 2013 Released Today

BPA is proud to announce the release of its award-winning CRM solution with SharePoint 2013. This is a huge step forward. Now you have a complete and mobile-capable CRM solution natively built on the top of the most powerful collaborative platform ever.

mobil capable CRM

As you plan for growth in 2014, a mobile-capable, top-notch Customer Relationship Management (CRM) platform should be your highest priority. Mobile CRM is projected to grow by 500% by 2014, and executives have identified CRM as their most-wanted mobile app. Read our blog to see why your CRM software must be mobile in 2014.

The best CRM doesn’t have to be the most expensive. In fact, it should be affordable, cost-effective, and reward you with impressive ROI through nurturing of longstanding customer relationships and development of new clients via an enthusiastic sales force. With the right CRM solution, it’s your business that will balloon, not your budget.

BPA Solutions offers a powerful, mobile-ready CRM that empowers your sales staff anytime, anywhere. Your frontline will be equipped and able to fully access a mobile and connected market, reaching it ahead of your competition, all while minimizing cost, risk, and deployment time. Want to give it a test drive? Watch one of our “day in the life” webinars, or sign up for a FREE TRIAL of BPA’s Mobile CRM today

BPA Solutions get Investment Funds from Debiopharm Investment

Debiopharm InvestmentYverdon, Switzerland, December 1, 2013 – BPA Solutions SA (BPA), headquartered at Swiss Technopole Yverdon, Switzerland, today announced it has raised development funds from Debiopharm Investment.

BPA is a global leading provider of innovative business software solutions based on Microsoft (MS) SharePoint technologies with 800+ customers and 50+ partners worldwide. Profitable since inception, BPA delivers business solutions, mobile solutions and cloud services that empower organizations to get closer relationships with their stakeholders, either internal or external. BPA’s out-of-the-box solutions, including BPA CRM, Quality, Risk, Recruiting and Self-Service are the next generation business solutions. All solutions are designed & directed to end users and work the way they work and not the other way around. Organizations get full control on their solutions and can deploy them as they want; on premise, in private or Microsoft clouds or in a hybrid environment.

“We are honored to welcome Debiopharm Investment to our team. Their long-term vision and human-centric approach fit perfectly to our vision & philosophy” said Dr. Boris Lutz, founder and CEO of BPA.  Ms. Valérie Calvayrac, CEO of Debiopharm Investment, thinks that “BPA Solution has found its market in Switzerland and we are happy to support the Company in its new challenges and international development”.

“Our software products are now robust and mature. We have a unique selling proposal. It’s time for BPA to move from a R&D oriented company to a global marketing & sales oriented company. The new funding will enable BPA to accelerate its rapid growth, further expand internationally with a strong partner eco-system and keep developing innovative software solutions” said Mr. Lutz. Ms. Calvayrac adds “This spirit of continuous innovation is one of the main aspect that pleased us most, because it is completely in line with our own business philosophy”.

During the last three years BPA has been selected, as the unique non-North-American company, by Microsoft Corp in Redmond, US to participate in different exclusive programs such as the SharePoint Partner Advisory Board and the Technology Adoption Program for the new MS Office 365 version. The BPA development team had the chance to work hand in hand with Microsoft’s experts to develop an office 365 version of BPA CRM, as the first business application available for office 365. Additional solutions will be added in 2014.

“We have selected Microsoft SharePoint seven years ago as the technology platform for our solutions. That was the right choice. Microsoft SharePoint has become Microsoft’s most successful server product ever with hundreds of millions of users worldwide and it will keep growing with Office 365. says Boris Lutz. BPA is already in line with Microsoft’s recent reorientation towards devices and services, specifically for cloud services (Windows Azure and Office 365) and mobility (Tablets and phones). Microsoft’s decision to offer MS Office, its crown jewel, to iPhone, Android, Nokia and Blackberry users via its Office 365 Web Services is encouraging. Mobility is strategic to BPA’s growth such as cloud services and social media connectivity. A standalone BPA mobile solution for iPhone has just been released. iPad, Android and Windows mobile solutions will follow soon. Social media connectors such as LinkedIn and Xing are about to be released. BPA is devoted to improving the user experience and ease business relationships with its solutions.

In the coming months, BPA will consolidate its presence in North-America, Europe and Asia. BPA will invest in recruiting the best channel, hosting & technology partners. “There are plenty of exiting opportunities for partners today and for the next coming years” says Mr. Lutz. Ms. Calvayrac said: “As usual, we want to be a partner and an active member of the board, to help them accomplish this challenge successfully.” On this point, Boris Lutz concludes with humor “Valérie Calvayrac’s conclusion matches our BPA’s motto – better business through closer relationship – and we will prove it with Debiopharm”.

About BPA Solutions

BPA is a global leading provider of innovative business software solutions based on Microsoft SharePoint technologies with 800+ customers and 50+ partners worldwide. Profitable since inception, BPA delivers business solutions, mobile solutions and cloud services that empower organizations to get closer relationships with their stakeholders, either internal or external. Headquartered in Yverdon, Switzerland, BPA has offices in Leesburg, US and Kerala, IN. Please visit www.bpa-solutions.net for more information

About Debiopharm Investment

The mission of Debiopharm Investment is to diversify investments made by Debiopharm Group, a Swiss-based global biopharmaceutical group of companies with a focus on the development of prescription drugs that target unmet medical needs. This diversification occurs particularly with the Private Equity branch taking minority stakes in innovative IT, Cleantech and ‘Services for Individuals’ startups.

Debiopharm Investment SA Contact
Alexandra Le Coz Sanchez
Associate Director, Private Equity Manager
private-equity@debiopharm.com
Tél.: +41 (0)21 321 01 11

BPA Solutions SA Contact
Dr Boris Lutz
Founder & CEO
info@bpa-solutions.net
Tél.: +41 (0)32 710 17 07

Turn Office Wars Into Positive Relationships

The stress and conflict of office communications is so ingrained in our culture, it’s a staple of comedians the world over.  From Dilbert to Office Space, it’s always laughable how hard it is to get along in the workplace.

So in this new video clip from BPA Solutions, we fully expect the soldiers to leap gleefully into the fray, backstabbing and engaging in hand-to-hand combat to win the day.  But, with a CRM for SharePoint, it doesn’t have to be that way.

Just like the soldiers in this video, you can get your various departments working together to achieve the same goals by developing closer relationships with a top-notch CRM platform.

A good CRM for SharePoint 2013 allows you to manage your accounts, your contacts, your calendar, your to-do list, your documents, and more, from one easy and intuitive user interface. And, when it’s mobile, it goes everywhere your staff goes.  Track all your business critical processes with one solution. From sharing documents to scheduling meetings to managing project deadlines, everything is easier when you have the right tool.

BPA Solutions offers a CRM solution directed at the frontline workforce, configured the way you do business, and gives you ultimate control. Our mobile, scalable, configuarable, affordable solution will put your entire team on the same page, and allow them to streamline communication and develop closer working relationships.

If you want to see how BPA CRM Solutions can revolutionize the way you do business, start a free trial today.