The ideal fit for our 365 solution
Use Cases and Deployment Scope
We needed a cheap and user friendly solution to saving emails quickly and easily from our Outlook mailbox into a custom built Sharepoint legal case management system, with minimal implementation. By selecting Ideagen OnePlace Solutions as a vendor at the same time as SharePoint, we were able to tailor make the SharePoint site(s) and underlying data structure to best accommodate the metadata that Ideagen OnePlace Solutions saves.
Pros
- Saves emails quickly and easily
- Useful search function retrieves relevant legal matters based on any text string found within the matter properties (Sharepoint columns)
- Customisable file navigation per user, so they can access their favourite libraries.
Cons
- Saving emails and their attachments as separate files takes 2 actions instead of one
- Saving to multiple folders simultaneously is not possible
- Loading of our file structure can often be slow
Return on Investment
- Allows us to maximise utilisation of a relatively cheap 365 subscription.
- Replaces the need for a non-365 system. Our previous provider was far more expensive (monthly price was the same as Ideagen OnePlace Solutions annual for our team)
Usability
Other Software Used
Microsoft SharePoint, Microsoft Power Automate, Microsoft Power BI
