SharePoint Templates 2017-09-18T11:11:09+00:00

SharePoint Templates

10 Common Business Problems Solved with Built-In SharePoint (2013 or 2016) Templates Including Sites, Wiki, Project Management, and Workflow Solutions.  Watch the Videos to Get the Most Out of Your SharePoint Investment.  Need more help?

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Track service requests

  • Set up help desk solution template
  • Tracking ticketing
  • Budgetary concerns – resource planning (staffing)
  • Managed services provider knows how important help desk reporting is
  • Customizable

Build a modest project management system template

  • Keep everyone on the same page
  • Responsive workflow
  • Track timelines
  • Budgetary concerns (over/under budget)
  • Ensure scope of project has stayed within expectations

Design scheduling system template

  • Manage resources
  • Increase efficiency
  • Include time off request sheet that automatically emails manager for approval and automatically adds to schedule if approved
  • Sick time, PTO, room scheduling, birthdays, milestones, business trips (expense reimbursement)
  • Integrating with Outlook (no need for two calendars)

Create a site template to support geographically dispersed teams

  • Jump in and converse like an ongoing meeting
  • SharePoint is accessible from anywhere
  • Co-authoring (multiple people can edit at same time) and versioning (keep previous versions available)
  • Collaborate in real-time instead of relying on reply-all emails
  • Email-enabled lists and libraries – you can give a library its own email address to record the conversation and it will attach to that corresponding library

Employ a course registration system template

  • Customize this so that you get the required information needed from the registrants and set notifications for full classes, or changes, etc.
  • Doesn’t just apply to colleges or universities, this could be used by organizations providing continuing education and professional development opportunities for their employees in regards to their product, service, or industry – so this can be a one-stop-shop for employees to select, register, and schedule these courses or seminars – which again ties to the calendar feature we discussed earlier so that the selections would populate the already established scheduling system
  • Eliminate costly third-party registration systems by utilizing SharePoint
  • Easily imports into SharePoint or Outlook (No need for two calendars)

Build an inventory and asset management system template

  • Track company-issued devices or anything else (loaner laptops, company cars, uniforms, widgets and parts)
  • Easier than Excel because SharePoint is available anywhere … even mobile

Design a team blog platform template

  • Allow end-users to review any pertinent content
  • Shared knowledge base for team members to share instructional institutional-specific skills

Create a process to coordinate request for proposal (RFP) responses

  • Create extranet system for outside vendors to submit RFP from template
  • Allows external vendors to submit, track, review RFP progress
  • Internally this acts as a RFP repository with structures to coordinate a review process
  • Allows external and internal users access to the same list and will follow the same workflow

Set up an FAQ system template

  • Help users find the answers that they need quickly
  • Ability to be internal or external-facing
  • Make it a forum-style externally, or a knowledge base that is open to all staff to ask questions and add answers internally
  • Also, continually add to a list of questions fielded from customers
  • Convenient for both business and its customers

Implement a cost-effective contact management system

  • Search, add, delete, modify, save changes to contacts and instantly updated for entire staff in one centrally-located place
  • Accessible anywhere so sales team members in field can make updates on the fly … and rest of team instantly has those updates

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