|Office 365||On premises|
Allows displaying colored navigation buttons with icons or a text navigation. The bar is configurable for each end user. Navigation headers are collapsible.
|User Interface & Data Viewer|
This central component highlights relations between lists and libraries. Important data is visible in one single page. 20+ actions directly in the page such as sending an email, mail merging a document, duplicating data and many more options.
With this tool you have more flexibility to dispose mixed BPA components in tabs and pages, like Data Viewers, Charts, KPIs, etc.
Displaying items in a calendar view with colors. Can aggregate many lists in one single calendar.
Send 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.
15 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.
Simply select and view your favorite items.
This tool allows creating a follow-up task in a mouse click.
Will display item relations in a hierarchical tree view.
This tool enables searching in a specific list or the whole site.
|Flags (BPA Custom Fields)|
Specific BPA column type performing calculations with the current list or child lists. Results will be displayed as a value or a colored flag.
Replicates a field value from a list to another. It’s used to perform calculations with parent-child lists.
This administration tool will send automatic email alerts based on field conditions.
|Form Editor (Data Editor)|
This 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.
Mail merge will let you produce one or many formatted Word documents, like letters or reports, merging SharePoint data.
This is a report generating tool. A wizard guides users to create reports, extracting data from many SharePoint lists with advanced filters.
This 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.
|Automatic Permission Rules|
Define automatic SharePoint item-level permissions, based on fields and conditions.
This 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.
This 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.
This server application will suggest contacts to be added in SharePoint and will automatically copy incoming/outgoing emails in SharePoint. This works with Exchange and Exchange online servers. Only available with a BPA server license.
End users instantly know about important changes in a SharePoint site for a defined period, like new published documents, high risks or audits to pay attention to. Colors will let you know about positive or negative trends.
This component allows end users viewing parent and child items related with any list item or document. Navigation in related documents or list items is straightforward.
This powerful component allows tracking recurring events (like controls, audits, training…) with ease in an inline calendar, based on the event frequency. It’s also adapted to display Gantt charts or tasks. Color schemes will highlight next occurrences, overdue or completed events/tasks.
This wizard will guide you in generating forms to be published on the web or your self-service portal. When submitting data, it will automatically be copied in the desired SharePoint lists.
Replicate, aggregate or consolidate data from a SharePoint site/list/view to another site. Cross server or farm replication is possible.
This tool displays items in a visual pipeline. Items are highlighted with colors, based on rules. Used for lead, opportunity, case, CAPA tracking.
The electronic signature module makes sure authorized persons only can validate records or documents. Concerned persons need to authenticate again when signing items and documents. This module simplifies compliance to FDA CFR 21/11 regulations. View video.
Native 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.