Talk in the right place
Team or project conversations can group messages, files, reactions and video calls available in the selected platform.
Collaboration
Share conversations, files and decisions
Effective collaboration gives the people involved a shared place for conversations, documents, calendars and decisions tied to their work, in the office and in the field.
Collaboration
Keep context with the work.
Workgroups bring together the exchanges and resources of a team or project. Access is organised so people can find what they need without opening every record to everyone.
What the process can include
Keep context with the work.
Bring documents together
Attach documents to the relevant project or activity. Google Docs or Microsoft 365 can be connected when the configuration and company licences allow it.
Work with external partners
Invite a customer, supplier or subcontractor to a defined space where the selected solution can limit their access appropriately.
Share calendars and meetings
Make relevant appointments and deadlines visible to the team through configured calendars and connections.
Keep procedures available
A knowledge area can collect instructions, procedures and useful answers so teams do not have to recreate the same information.
Example process
Less context to reconstruct
Collaboration
- 01Project workspace
- 02Authorised people
- 03Contextual exchange
- 04Shared documents
- 05Decisions found
Less context to reconstruct
People involved can find documents and decisions alongside the project they relate to. Access is set by role and by the selected solution’s configuration.
Tools and workflow previews
Collaboration
Illustrations from the original OptimaBiZZ pages. Available screens depend on the selected platform and its configuration.
Frequently asked questions
Collaboration
What communication can the workspace bring together?
Instant messages, files, reactions and video calls may be available depending on the platform.
Can we create a workspace for each project?
Yes. A workgroup can collect people, tasks, documents and conversations related to a project.
Can we invite customers or subcontractors?
That depends on the platform. External access is limited to the spaces and information required.
Can several people work on documents?
Google Docs or Microsoft 365 can be connected depending on the configuration and licences the company already uses.
Can access rights be managed?
Yes. Roles and permissions reflect the need, the sensitivity of information and the features of the selected solution.
What is a knowledge base for?
It collects procedures and answers the team uses often, helping people find a shared way of working.
Related functions
Solutions
Talk about your operations
Effective collaboration gives the people involved a shared place for conversations, documents, calendars and decisions tied to their work, in the office and in the field.