Office 365 eSignature Video

eSignature for Everyone, on Any Device, with SharePoint and Office 365

Modern eSignature component to be used in your Office 365 environment.

For regulated industries, electronic signature is required for a QMS software to be compliant with FDA and ISO 13485 regulations. For any organization, eSignature makes sure only authorized users approve documents or records.

BPA has developed an innovative eSignature component to be used with our apps on any device, directly within SharePoint and Teams.

eSignatures can be used internally to sign compliance documents, technical files, investigate incidents, or replace any paper signature. It can also be used with external suppliers to sign nonconformities or any other usage.

In this video we demonstrate how easy you can sign a compliance document, and a nonconformity form with multi factor authentication.

eSignatures can be added on any form by a simple drag and drop and protect document content or selected attributes.

BPA eSignature component gives the extra security needed when approving items in compliance with medical regulations. It makes SharePoint a more secure platform when signing documents or records, with no need to manage complex item-level permissions. It’s perfectly integrated with Microsoft 365 and multi factor authentication.

BPA eSignature is available at no additional cost with our modern Quality-Medical-CRM apps on Microsoft 365.

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Office365 MailMerge

Generate Reports on the Fly – Modern Mail Merge Component

Produce documents on the fly

Generate instant reports and documents in a click of a button, including data, signatures and images.

Business persons in the Quality, Compliance, Sales or any department spend a lot of time to prepare reports, like audit reports, nonconformity reports, management review reports, sales proposals, etc.

We just introduced a new modern mail merge component to generate formatted reports in a click of a button, which drastically simplifies time and effort to prepare structured reports.

BPA’s Mail Merge components is very flexible. Simply start from your existing report templates in Word format or start creating new templates. Placeholders can be simply added to merge any data or content you need to display in your report.

Users can produce complex reports by clicking a button, like a nonconformity or audit report. Text data, eSignatures, and photos will be merged in the report, which can be converted to PDF. A graphical wizard guides end users to generate custom reports by following a few steps.

The mail merge component can be used in Power Automate workflows to automatically generate reports when needed. For example, an audit report would be automatically produced when the audit execution has been completed and sent to the concerned persons, with no manual task needed.

The component is available with BPA’s modern apps for Quality, Medical and CRM and seamlessly integrates with Microsoft 365 technologies.

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Share To Teams button in BPA Software

Introducing Share To Teams in BPA Software Solutions

Breaking news – You can now start a discussion in Teams in a click of a button from any page in our QMS, Medical and CRM software.

Navigating away from your software to start a discussion in Teams and losing context is not a smooth experience. With the Share To Teams feature, you can launch a discussion from any item or document without leaving the BPA software and context, boosting productivity and enabling instant decisions.

Share To Teams

Share To Teams is a quick and easy way to start a Teams discussion without leaving the software page context.

It’s simple as 1-2-3. Initially, you click a button to start a discussion. Secondly, you select a Teams or Channel you want to post the discussion. Finally, you add your discussion text. A link to the current page (the page you started the discussion) will be automatically appended to the conversation, and team members will be instantly alerted to view the page (e.g. an incident, document, or sales opportunity) and reply to the discussion.

This will drastically reduce time to solve problems, take faster decisions, and streamline processes.

This feature will be introduced to all modern Office 365 customers in June, at no additional cost.

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Modern Office 365 CRM Software

Breaking News: Announcing Modern CRM App for Everyone

Provide your sales, service and project teams with a modern CRM app they can use on their favorite device, anywhere, with their preferred Microsoft tools.

BPACRM365 is  an app dedicated to salespersons on the move and back-office collaborators ready to run on any phone, tablet or desktop.

Unlike traditional CRM software, the app provides a robust collaboration platform for the whole company, because it’s powered by SharePoint and includes powerful search capabilities, document sharing features and tight integration with Office tools.

The app leverages robust technologies for instant discussions and video conferencing (Teams), process automation (Power Automate), reporting (Power BI) and more. You can select among options to extend app capabilities, like searching the CRM app while chatting in Teams, prebuilt Power BI reports, and prebuilt workflows.

Prebuilt Power BI reports give managers instant insights about sales, customer service rating, campaigns performance and projects health.

Thanks to modular components and advanced form capabilities, power users are independent to extend the app or develop new apps. Clients can self-deploy the app by accessing online documentation, tutorials and videos.

Give your sales, service and project teams a modern CRM app they can use on their favorite device, anywhere, with their preferred Microsoft tools.

Ask us for an online presentation.

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.