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Endsleigh Insurance Services Ltd is a UK based insurance provider. They had deployed SharePoint 2007 across their organisation of 800+ employees and were seeking an add-on to enable advanced document and email management. This would be particularly beneficial in project management, where email with external partners was common and a way store emails in an accessible and centralised location essential.

Project Summary

Originally founded in 1965, Endsleigh has since grown to become one of the UK's leading independent intermediaries. They required an add-on to provide a simple way to copy or move emails from Outlook 2007 to SharePoint and also to enable document creation in Office applications and then save them directly to SharePoint. Movement of documents between SharePoint libraries was also a problem and they required a simplified method of achieving this.


ClearPeople achieved Endsleigh's requirements by building upon their existing SharePoint platform. They implemented the full MacroView Document Management Framework to take full advantage of functionality for document and Outlook integration in their Microsoft Office applications. 


Results

Endsleigh reports that the implementation of MacroView DMF has saved a substantial amount of time for those key users who need to manage emails as effectively as documents in SharePoint. In addition, important emails which otherwise would have remained in Outlook folders can now be easily stored where they should be with proper metadata. The team is delighted they are now able to take advantage of the full capabilities of the integration to Microsoft Word, Excel, PowerPoint and Outlook.


Key Features

  • Highly efficient browsing and navigation of their large number of SharePoint document libraries.
  • Drag and drop to upload files to SharePoint and move files 
  • Streamlined meta-data capture
  • Extended offline operation
  • Streamlined installation and deployment
  • Support for very large document libraries
 
 
“We implemented the full MacroView Document Management Framework to take full advantage of functionality for document and outlook integration in Endsleigh’s Microsoft Office applications and we’re delighted to have been able to help save a substantial amount of time for those key users who need to manage emails as effectively as documents in SharePoint.” ClearPeople

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