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Synching Deal Data Across Applications – Anytime, Anywhere
Emerald Built Environments, a construction, and sustainability management company, needed a way for all key employees to know the status of deals as they happened. The company already used HubSpot for customer relationship management (CRM), and it recorded and updated deal information in that solution. Emerald also used M365, including Teams, for internal operations and […]
Nintex to Power Apps Migration
Power Platform apps are integral to Office 365 (O365), e.g., Power Apps and Power Automate. With clients who have a mature digital transformation toolkit, it is common for SoHo to identify areas where components of the Microsoft Suite are underutilized. This has financial implications, as such components are included in their O365 license. Power Platform […]
Making Beautiful Workflows for SharePoint
An AgilePoint workflow engine is an excellent Business Process Management (BPM) solution to extend SharePoint. Workflows are directly tied to the optimal performance of any team. It is not always easy, however, to change the way people work. Back-channel communication tools such as email and pre-era systems such as in-trays are hard to make redundant […]
Electronic Data Security Act to Protect Private Information Implemented to O365
Information security, compliance, and risk management are essential pillars of the modern workplace. In 2019, New York joined California, Massachusetts, and Colorado in adopting a law requiring that businesses collecting private information implement reasonable cybersecurity safeguards to protect that information. The New York SHIELD (Stop Hacks and Improve Electronic Data Security) Act mandates the implementation […]