SharePoint platform for project management at Axept

Axept processes pending issues and customer concerns digitally with SharePoint solution of the Online.

The experts at Axept have been implementing successful customer projects using a SharePoint platform for years. The project platform manages tasks uniformly across all customers and projects, simplifies the onboarding of new customers and facilitates the management of authorizations at project level. We have been supporting Axept as an implementation partner since 2015 and are continuously developing the project platform. The aim: to meet the new requirements of the project and support process and create additional added value for users.

Axept Business Software AG has stood for digital expertise for over 15 years and offers innovative solutions for SMEs across all industries. The company is characterized by services ranging from the introduction to the further development of business software. With a portfolio of more than 2,000 successfully completed projects, Axept is an important and trusted digitalization partner for SMEs and NPOs.

To enable Axept’s specialists to work even more efficiently and flexibly, we have migrated the project platform from SharePoint On-Premises to SharePoint Online. The switch to the online version brings new benefits. Among other things, the registration and administration process for customer access has been significantly optimized. More efficient views for customers, projects and tasks provide a better overview of upcoming tasks. The migration to the cloud also reduces the operating costs of the solution and enables enhancements through custom low-code and no-code integrations, detailed evaluations and more targeted access protection.

Our solution

• Project platform for customer projects on SharePoint Online: A standardized platform for project work with all customers creates transparency and facilitates collaboration.
• Scalable solution with self-service: Users create and manage their projects and tasks independently.
• Automatic generation of customer and project pages: This saves time and reduces administrative effort.
• Integration with Abacus: Thanks to an interface to Abacus, new customer and project files can be opened effortlessly from the ERP.
• Standardized pending issues management for customers, partners and employees: Responsibilities are clearly assigned and traceability is improved.
• Simple user administration per project: Users can assign and manage roles and authorizations independently and on a project-specific basis via an intuitive user interface.
• Individual favoriting of customers and projects: Users mark their favorite customers and projects for faster access.
• Overviews with search and filter functions for customers, projects and pending items: These functions make it easier to navigate and find relevant information.
• Notification service for new and revised pending items: Affected users are notified promptly of changes to pending tasks. This improves the flow of information and can reduce response times.
• Structured registration with approval and invitation process for new guest accounts (M365): The structured process ensures security and efficiency.
• Overview of all guest accounts incl. Status for internal users A clear overview of all guest accounts and their status makes management and monitoring easier. Not only for administrators.

How Axept benefits from SharePoint

• More productive employees: Thanks to the optimized processes and intuitive user interface, employees can work more efficiently and focus on their core tasks.
• More satisfied customers: Improved transparency and efficient project management ensure more satisfied customers.
• Better customer experience: The standardized and structured management of project data and simple communication strengthen customer relationships.
• Minimized costs for the platform: Migration to the cloud reduces operating costs and at the same time ensures a greater range of functions and simple integration options.