TeamsAppVideoScree

Introducing BPA List Search App on Microsoft Teams

Search and share information from BPA directly within a chat conversation in Microsoft Teams.

Over the past months, we investigated different ways to achieve 2-ways communication between our SharePoint apps and Microsoft Teams. First, we explored a new way to solve problems with instant discussions. Secondly, we looked at adaptive cards to better interact with external stakeholders.

Today, we proudly introduce a new app to search and insert information from BPA directly within a chat conversation in Teams. The app prevents users to switch context away from the discussion, find the needed information in BPA and return back in Teams to continue the conversation.

The BPA List Search App works with desktop, web and mobile versions of Teams. In one click while discussing, allowed users can start the app and search for a specific record in a list. Matching records will be displayed by typing. When selecting a record, an easy-to-read card will be appended in the conversation, showing record information with a button to open contextual details in the BPA software (and BPA software will soon run on Microsoft Teams as well).

For example, you can use the app to retrieve a specific nonconformity while discussing with your compliance team. By opening the nonconformity in BPA, your team gets all details about the current incident. In a different context, while discussing with your sales team, you could search for a specific sales opportunity and share details.

The BPA List Search App brings useful business information to workers on the field or on the shop floor and back-office collaborators, anywhere, on any device, when they need it. The app covers the gap between structured business content (in BPA apps and SharePoint) and unstructured instant discussions in Teams.

As a result, people take faster decisions and organizations, processes become more efficient.

At BPA, we truly believe instant collaboration is becoming the next move in digital transformation.

Contact us if you’re interested to view a product demo or use it for your organization.

>> Access the BPA List Search App Page

ExtensionScreen

Introducing BPA Power Extensions on Office 365

BPA Power Extensions are powerful add-ins to extend capabilities of your existing BPA software on Office 365.

BPA Apps run on SharePoint with Office 365 and natively interface with technologies like Microsoft Teams for instant collaboration, Power Apps for mobile solutions, and Power Automate for process automation. With BPA Power Extensions, organizations will discover the almost unlimited capabilities of Office 365 by using our business applications. We have grouped extensions in 3 groups, by technology:

Instant Collaboration with Teams Apps

Microsoft Teams is used by millions of users for instant collaboration. Teams can be used as “interface” to BPA Apps for accessing or adding data. A new App had been released for searching and sharing business information in BPA Apps while discussing in Teams, without leaving the chat box (view video here: BPA List Search with Teams)

Workflow Templates on Power Automate (Flow)

Microsoft Power Automate, formerly named Flow, is becoming the most powerful process automation tool on the market, bringing a lot of cross-technology automation capabilities and connectors. We have developed prebuilt workflow templates to be plugged in your BPA Apps, like compliance document, nonconformity or audit workflow sets. Process automation brings information to the concerned users on the tools they are working with, productivity is improved and cost is reduced.

Mobile Solutions on Power Apps.

We are working on mobile solutions with Power Apps to give the best user experience and ergonomics for processes like inspection, audit or incident reporting. These mobile apps run on mobile phones and tablets, and can be used by workers on the field or production lines to register incidents or controlling items by taking photos, videos or recording voice.

>> Access the BPA Power Extensions Page

 

CommunityPortal

Building a Community Portal App on Office 365

Community portal app built with BPA’s no-code app building platform on SharePoint/Office 365.

A community portal is a great way for any organization to centralize communication with their communities of clients, partners, stakeholders, or employees replacing inefficient emails. Portals can be used for different purposes, like help desk/ticketing, customer service, HR or others.

In this example, we have built a community portal app on Office 365 and SharePoint, using BPA’s app building platform. The app is completely configurable and was built in one day with no code!

The community portal app can be used as a standalone solution or can be connected to other BPA apps like CRM or Quality and compliance. At BPA, we are using a community portal since years to better serve our clients, answer tickets rapidly, share tutorials, documentation, FAQ, grant access to software packages and release notes.

With Office 365 and SharePoint, it’s possible to grant a secure guest access to users outside your organization (for example client organizations). External users can access a shared community portal with their Microsoft account or a non-Microsoft personal email with no Office 365 license needed (e.g. using a gmail account). External users will have limited permissions to access the community portal, post requests, view their own requests only, and access shared documentation in read-only.

Once a request is logged, it’s automatically linked with the right client organization and contact person. A discussion can be started between the client organization and the internal support team. Alerts are automatically sent to both parties. Documents or images can be attached to discussions. Internal discussions are not visible to the client organization.

The community portal app is be a perfect match for small and mid-sized organizations running on Office 365. The app will drastically reduce time to answer client requests, improve service efficiency and increase stakeholders satisfaction.

Ask us for an online presentation !

Text Recognition AI Plugin Brings Unique OCR Capabilities to BPA Apps

Disruptive way to scan a business card, read contact details and transfer data in BPA software, by using a mobile phone or a tablet.

Microsoft Office 365 brings new AI capabilities for text recognition and business card scanning. These new features can be easily integrated with BPA apps to solve typical business problems, like processing business cards, contracts, invoices or documents.

In this example, a user can take a business card photo with a smart phone, during an exhibition or while traveling to a client. The app will read the card details and parse text in the contact form, ready to be sent to BPA CRM. A picture of the business card will be appended to the contact details.

This fully configurable no-code scenario includes the following Office 365 technologies: PowerApps for the mobile app, BPA CRM on SharePoint as repository, and Flow for process automation.

This powerful OCR recognition AI model can be used for many other purposes, like processing contracts, invoices or any document to be stored in BPA apps while keeping context and alerting the right people.

Together with Office 365 technologies, we bring tools to improve traditional business processes.

Benefits are obvious, AI and text recognition simplifies administration processes, reduces manual work and saves cost.

Request for a BPA App Free Trial Now !

Introducing Contextual Help & Training Add-in for BPA Software

BPA Solutions entered into a partnership with VisualSP, editor of a walkthrough software for SharePoint and Office 365.

Not only end users will benefit from contextual help to use BPA’s software, they will get online training about quality, risk, GDPR processes and documents to improve quality of the delivered products and services.

Splash screens provide visible instructions to end users, including multimedia content, images or videos. Instructions can point to a specific context or graphics in the user interface, like a navigation link or button. By clicking the help button, users can access contextual help, start a walkthrough tour or view multimedia resources.

In this example, end users who access the compliance document module in BPA Quality can take a walkthrough session by clicking the contextual help button. They will learn about the company document approval process, understand how to search for documents, discover how to accomplish a document training and more.

Example: Contextual help on how to use the compliance document module with BPA Quality.

Once a document is distributed, targeted end users need to get trained about the document content. A different training-oriented walkthrough guides end users to understand the purpose of the document.

Example: Compliance document training walkthrough (HR Procedure).

Once the walkthrough is completed, end users can log training evidence in the BPA Quality software.

These 2 examples demonstrate how the VisualSP add-in brings value to end users, guiding them to use the BPA software and train them about compliance documents and good practices.

The VisualSP add-in is a separate module that can be used jointly with BPA software for quality, risk, GDPR or CRM.

Request for a free trial and discover how BPA Quality and VisualSP work together.

Office 365 CRM Software

View the video and discover why our CRM software on Office 365 is the perfect CRM for small and mid-sized businesses.

Smaller organizations are affected by revenue losses & poor conversion rates, they have no option for dedicated CRM resources and no time/money for complex CRM software.

BPA CRM is an out-of-the-box solution, it’s easy to use, efficient and cost-effective. The software is natively built on Office 365 & SharePoint. It is ready to be installed in your Office 365 tenant.

The app brings a unique user experience, because all important tools used by sales persons are in one single interface, like emails, reminders, calendar, telephony, instant discussions, collaborative team sites and more. Power users can easily create powerful mobile apps, workflows and advanced reports with no development needed.

The software is built on the top of our no-code app building platform. Non-IT persons can adapt or extend it very quickly.

Ask us for a free discovery access today.

Cost Saving

Calculate Your Cost Savings with a Digital Solution

It’s not easy to deliver engaging, efficient experiences when you’re held back by pen-to-paper-based processes.

A digital solution offers a centralized location where organizations can efficiently store, organize, manage, access, and distribute information.

Cost Saving

For the quality/regulatory department, information typically includes forms (audits, incidents, non-conformances, CAPA, indicators, risks, equipment maintenance, training, etc.) and quality/regulatory documents. By giving collaborators quick and easy access to the information they need anytime and anywhere, digital systems help employees focus more time on their core activities.

What are cost saving opportunities with a digital regulatory compliance solution?

  • Electronic forms enforce collaborators to enter consistent information quickly and easily, reducing errors and manual rework.
  • Automated workflows accelerate the process of creating and distributing forms and documents across devices and platforms.
  • A digital system prevents collaborators to retype data at some point during the process thanks to data relations and automated reporting tools.
  • No paper processing is needed anymore, saving printing, scanning, postage and archiving costs.
  • Users spend a huge amount of time each day searching for information — an average of 37 minutes or 8% of the work day. Digital search tools can reduce search time by up to 50%.

Let’s crunch the numbers to see how much money your organization/department can save with BPA’s solutions.

The Ideal CRM Solution Dedicated to Small Businesses

Small and mid-sized businesses are strongly impacted by poor sales efficiency and complex CRM systems.

Financially fragile, small organizations are affected by revenue losses & poor conversion rates, they have no option for dedicated CRM resources and no time/money for complex CRM solutions.

An adapted CRM solution is critical for small companies to better know conversion rates and increase sales efficiency. Because sales processes evolve rapidly in small businesses, the CRM system needs to be very flexible. It has to work tightly with Microsoft tools used by sales teams. Ideally, important end user tools – like calendar, reminders, emails, collaboration, Office apps, CRM system – need to be in the same interface (yes, it’s possible!).

Big CRMs are costly, complex, not flexible, and not adapted to small organizations. These complex tools require dedicated resources and extra costs to work normally.

BPA CRM is an out-of-the-box solution dedicated to small businesses. It’s easy to use, efficient and cost-effective. The solution is built with 30+ modular functions. Non-IT persons can adapt the system very quickly.

BPA CRM runs on Office 365, including tools like instant discussions, team collaboration, Office applications, workflow automation, mobile solutions, powerful reporting and more.

BPA CRM probably gives the best user experience, because important end user tools are available in the same interface.

Access Your CRM Trial Now

Integrated e-Government Solution – Citizen Service Center

Together with 2 technology partners, we have developed an integrated citizen service center solution, named ProximCity.

ProximCity is the next generation e-Government solution embedding configurable mobile solutions, a self-service portal for citizens and a back-office solution for public administrations.

Rich mobile apps are available to citizens for online administrative procedures, incident reporting with geolocation and much more.

The hosted secure self-service portal is accessible 24/7 from a computer or mobile device. The most popular services are offered, like civil status, citizenship, childhood, daily life, culture, transport, etc.

The back office solution tracks all relationships between a public administration and its citizens. Requests, activities, emails, documents are centralized providing a 360 degree view of the citizen.

BPA CRM 2015 – Project Management & CRM for Microsoft Office Technologies

BPA CRM 2015 is a SharePoint-based integrated solution for CRM + Project management directed to end users and designed to be configured by Line of Business managers.


Tremendous enhancements have been done to improve the user’s experience within the system and to give managers the tools they need to perform, measure and improve processes.

From your home page, you can view your favorite items.

sharepoint 2015

This new tab component allows displaying multi-list reports, graphical charts or KPIs in tabs. The customer dashboard gives instant insights on customer’s satisfaction, top or neglected customers.

With one click, you can drill down on charts to view, filter or sort data and finally build powerful excel reports.

Accounts


The new Intelligent Relationship Manager tool will automatically suggest new contacts to be added in the CRM. Incoming and outgoing emails will be automatically tracked in the CRM regardless of the device you’re using.


The new Intelligent Relationship Manager

You can now share email templates with your teams and send formatted mass emails directly from the CRM. Emails can be triggered by a workflow, so you can nurture your leads automatically.

mass emails directly from the CRM


With the new email tracking module, you know who has opened your emails and you can prioritize calls based on this information.
email tracking modul

The calendar displays many lists with different colors in an aggregated view, like daily meetings, projects and marketing events.

Calendar

The new sales dashboard provides the tools you need to better track sales activities and improve results. These tools are based on proven sales methods and come out-of-the-box with BPA CRM 2015.

Sales Dashboard


The lead tracking system is a visual system that helps sales people track leads with important KPIs such as how many days the lead is open, what is the lead value (based on your own criteria). Colors will let you know if you need to pay attention to certain leads. This tool is based on a proven lead qualification methodology and experienced good practices.

Lead Qualification


Get leads from your web site automatically entered into your CRM. The form generator will automatically generate forms for your landing pages.

The lead tracking


The new email marketing module enables you to send thousands of emails to your targeted contacts. The tool will ensure emails make it to each recipient’s inbox. Campaign statistics like open rate and click rate will be automatically synched back in your CRM.

Campaign Details


Finally, all important metrics and KPIs are tracked in one single marketing dashboard.

Marketing Dashboard


Customer requests will be automatically tracked in the system, whether sent per email or from the BPA helpdesk solution.

Hepldesk


Now you can track projects directly from the CRM tool. Projects with associated activities, emails and documents will be linked with your customer database.

Project Details


The new version for mobile solutions (for iOS) allows sharing cross device configurations. Now you can have access to your CRM data remotely and even offline.

new version for mobile solutions

Try our CRM Software for free!