Many of our clients implement their Microsoft SharePoint solution in the middle of growth spurts. Some are just starting out, needing just the basic functionalities of SharePoint, while others are on the fast track to exponential growth. Whatever the phase, it’s important to know of certain SharePoint maturity levels so you’re aware of what your solution can do for you in the beginning, as well as what it can do down the road. Document storage– Document storage is a basic functionality most all organizations...

As a document management and collaboration solution, Microsoft SharePoint has its storage limits. But what are the specifics and does your organization even need to worry about reaching those limits? Here are the top six questions we get asked as SharePoint specialists. We hope to answer your questions about SharePoint 2007 and 2010 storage limits: How many lists can you have per website? In SharePoint 2010, the recommended limit is 5,000 and you can have up to 2,000 in SharePoint 2007 How many items can you have in...

Governance and compliance play essential roles in your records management (RM) strategy. If the correct foundation is not laid out at the beginning, then you run the risk of encountering multiple setbacks and potential delays when deploying and ultimately using SharePoint. So rather than put it off until the end of your implementation, take some time upfront to determine your record management needs and build them in from the beginning. First of all, how do you want to handle your records? In SharePoint 2010, you have...

Manual data entry can slow business down. It can also increase the risk of invalid data, reflecting inaccurate information about your financials, human resources, customer information and more. These pains cost your company time, money, and valuable opportunities. You may think that you’re stuck and just have to deal with time-consuming data entry processes, but automated workflows in SharePoint 2010 can save you time as well as vast amounts of money if implemented properly. Let’s review the costs incurred by manually...

Every organization has its own unique goals. For example, a business might have a yearly revenue goal while a school may focus on their graduation rate. Whatever the scenario, it’s important you have an analysis tool in place to help you reach the goals you set each day, month, and year. Key Performance Indicators, also known as KPI, help an organization define and measure progress toward organizational goals in a structured and timely way. Microsoft SharePoint makes goals much easier to reach through browser-based...

Reporting proves time and time again to be the number one thing companies look for when deciding on a business management solution. Our “love” for reports may go beyond normalcy as some of us have far too many to keep up with. Too often, companies have multiple reports that show the same data but in a different format. These types of reports are usually the biggest culprits and contribute to the confusion and frustration associated with business insight. Reporting data should not be as troublesome as it is for most...

Trying to meet pre-defined objectives of upper management and making sure each team member is accountable for specific tasks can be tiring. Services within Microsoft SharePoint can help everyone in your organization make complete and informed decisions that align with company wide objectives. As you already know, scorecards, dashboards, and KPIs can help drive accountability. Integrated analytics also help employees move quickly from monitoring information to analyzing it and, when appropriate, sharing it throughout...

Before we begin our new year of blogging, the CoreBix team would like to wish all of our family, friends, co-workers, and blog readers a very happy holiday season. We hope the New Year will bring many forms of success to all of you!  SharePoint Services for Next Level Collaboration  If you’ve been following our blog, you already know that by using SharePoint 2010, your people can share ideas and expertise, create custom solutions for specific needs, and find the right business information to make better decisions....

Streamline Project Management with SharePoint 2010 Management of any project requires a few basic fundamentals, such as organization, proper timelines, and accurate documentation. Document Sets within SharePoint 2010 help ensure organized document management, reducing the chance of error and ultimately streamlining every step of your project. Document Sets are like folders that enable collaboration on related documents without having to create a new document library or site. Let’s take a look at two features of Document...