atlas by clearpeople

Atlas APEX: Automation & Extensibility for Key Business Processes

Process Automation on the Mechanism of Metal Gears.

Automate processes for efficiency and success

Atlas APEX is about extensibility; automating low-value manual tasks within key business processes, freeing up time and effort so your team can focus on producing high-quality outcomes.

Atlas APEX is applicable to any key business process, including bid/proposal management, matter management for legal teams and project management.

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Atlas APEX: key benefits

Automated information & knowledge collation

Relevant information is made easily accessible and valuable knowledge isn't wasted. 

Automated workspace management

Workspaces within MS Teams or SharePoint sites governed by pre-set business rules and information architecture are automatically created.

Built on and for Microsoft 365

Atlas APEX makes use of software - MS Power Automate, MS Viva, SharePoint, etc. - your team is familiar with, leveraging your technology investment.

Enables true collaboration

APEX encompasses all the M365 tools and apps, making them more easily accessible within a single, user-friendly platform.

What is extensibility?

Atlas APEX is about extensibility. In software engineering and systems design, extensibility is a measure of the ability to extend a system and the level of effort need to implement the extension. Extensibility is a design principle that provides for future growth.

How Atlas APEX works for different teams

Functions that can be extended with Atlas APEX, include (but aren’t limited to):

Bid/ Proposal/ RFP Management

  • Using MS Power Automate, workspaces with MS Teams are automatically created directly out of CRM.

  • Bid documents are automatically added in structure channels or folders.

  • Workspaces link back to CRM or Power BI for slick access between apps.

Project Management

  • Using MS Power Automate, workspaces with MS Teams automatically created from a custom form or ERP.

  • Project documents are automatically put in structured channels or folders.

  • Planner, Power BI, ERP or billing tools are easily incorporated into workspaces.

Client Portals

  • Microsoft SharePoint or MS Teams workspaces automatically created out of PMS or Outlook.

  • Client documents are automatically added in structured channels or folders.

  • Workspaces link to other tools for slick access between apps.

Matter Management

  • Using MS Power Automate, workspaces with MS Teams automatically created for each matter directly out of your practice management system (PMS) or Outlook.

  • Matter documents are automatically added in structured channels or folders.

  • Workspaces link back to case management tools for slick access between apps.

Other processes

  • Processes that include low-value manual tasks.

  • Processes or systems that benefit from having information automatically collated and made accessible.

  • Any process that relies on or would benefit from collaboration.

  • Processes that use shared workspaces and tools/apps.

Book a demo and see Atlas in action!

Atlas has multiple uses and helps different teams achieve their different goals, so a demo really is the best way to understand what it does. Our experience team will listen to your pain points and objectives, and demo how Atlas can help. No commitment or expectations – we just want to show Atlas off.