As you continue following Sales in building their business management system in Office 365 and SharePoint, recall where they (i.e. Sales) and IT left off when creating sites for the Intranet (everything in green is created). We’ll mirror this site… Read More ›
The Sales CLM site in Office 365 SharePoint is focused solely on the contract lifecycle management process. It’s not meant for collaboration on broader sales initiatives, isn’t intended for cross-team projects, isn’t supposed to be used for driving other process,… Read More ›
What holds true, regardless of whether you build your business management system in Office 365 and SharePoint or on another platform, is that many pieces of your end product will depend on reports. Whether its performance tracking, ROI evaluation, status overviews, revenue… Read More ›
You have taken several steps to setup your IA following best practices for Office 365 and SharePoint. That is, defining the Intranet site hierarchy, site content types, site columns, lists, views, and so on. This foundational work was necessary in… Read More ›
You’ve now configured a workflow to automatically create the first task in the chain of approvals that push a contract through its Contract Lifecycle Management (CLM) system in Office 365 and SharePoint. The lifecycle and first workflow are covered in the… Read More ›
Stepping out of the scenario for a moment – I had planned to title this post “Business Management in Office 365 and SharePoint – Starting with Microsoft Flow”. But, after building this part of the solution with Microsoft Flow and… Read More ›
This post will move on to creating the Sales Contracts document library for the Contract Lifecycle Management (CLM) system. It will be a condensed version of the Office 365 and SharePoint – Sales Contract Lifecycle Management (CLM) – Creating the Customers List… Read More ›
At this point, tou should have a background on the scenario: following a Sales team as they use Office 365 and SharePoint to build a Contract Lifecycle Management (CLM) system as an example of how to, overall, facilitate business management in… Read More ›
The next steps in Office 365 and SharePoint are to create the Site Content Types and Site Columns needed to define the structure of soon-to-be-created lists and libraries. This helps define a reusable classification and taxonomy framework through which the organization can… Read More ›
The basic framework for the Intranet and Sales division sites are setup in Office 365 and SharePoint. Now, it’s time to start defining the information architecture (IA) in preparation for adding sales contracts and building out the Sales CLM process…. Read More ›