Transform Data Products

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Transform Data has developed add-ons on top of SharePoint/Office 365 and the Repstor product suite. Users get the maximum experience due to the optimization of search functionalities, automation of data migrations and integration into other systems.

Qwickr

Qwickr is the most effective search tool that allows users to search documents and emails within Office 365, SharePoint and OneDrive for Business.
Search, find AND act on the results. There is no tool that is easier for end-users to find, sort and preview search results.

Visit the official Qwickr website: www.qwickr.eu

Perform searches against SharePoint, SharePoint Online and OneDrive for Business and define custom search scopes within these repositories. Limit searches to matters, projects, contracts or any logical structures that have been defined within the organisation.

Preview results in the preview side panel to quickly verify whether the correct document was found. Qwickr supports previewing of commonly used document formats INCLUDING emails and attachments.

Apply custom filters to search results in order to narrow down the results and find the requested document with just a few clicks. Group search results based on one or more fields to quickly navigate through the results and create custom overviews.

Save searches, custom filters and views as a “saved search”. This allows the user to re-run search commands and display the relevant results at that point in time. For example an overview of all contracts that are about to expire, grouped per entity and sorted by contract value. Deploy relevant searches as part of the product to provide a predefined list of saved searches.

Users of the Repstor product suite increase efficiency through Qwickr’s powerful Repstor and Custodian for Legal integration, allowing them to instantly open the location where specific documents were found within Outlook, or to limit search results to a specific matter or case.

Qonnector

Qonnector ensures automatic (one-way) synchronization of the most relevant information from an external system to SharePoint/O365. Objects, metadata and structures are automatically created within a SharePoint environment. With Qonnector, a core application like an ERP, Practice Management - or Financial System can become the leading force.

Enter data only once within the leading application and have Qonnector take care of creating and updating all the information in SharePoint/O365.

Automate data archiving based on status changes within the leading application. Compliance is ensured by making specific locations read-only and applying retention policy rules.

Qonnector monitors all mutations within the leading application and will execute relevant actions to the SharePoint/O365 system.

Receive email notifications in case of any exceptions or use Qonnector’s statistics to create BI dashboards to get deep insights.

Use the existing extractors to connect the commonly used systems, such as Aderant, SAP, Legalsense, SQL, etc., to increase the implementation speed.

Qontext

Qontext is a web application which allows users to aggregate, present and update information from various systems and sources in a user-friendly interface.
This page can be opened from any normal web browser, a mobile web browser or an Outlook integrated web browser (Repstor).

Present information from different sources such as CRM, PMS, ERP or other relevant systems in a clear and friendly overview to users and control if fields are displayed editable or read-only.

A contact (CRM) tab is presented allowing users to share contact information or build a basic contact database. This can be integrated with a CRM or work as a standalone source.

Qontext is a responsive web application which can run on desktop and mobile devices, allowing users to access relevant information anytime on any device.

Use the powerful SharePoint search function to quickly navigate between records.

Qontext stores all information in SharePoint / SharePoint Online lists which can be accessed easily via PowerBI and PowerAutomate (Flow), allowing users to use this data in reports, dashboards or trigger notifications or other actions based on Qontext data.

Qontext offers a standard Repstor integration which lets Repstor users to open Qontext from within Outlook.
The Qontext button will be context aware, meaning it will open the relevant client or project page depending on the current selected location within the Repstor hierarchy.

Records Manager

Records Manager runs as a background process on archived dossiers, matters or any type of case in SharePoint / SharePoint Online and allows organizations to configure retention policies for each type of case or specific document types. This ensures retention policies are respected and organizations are compliant with the regulations of personal data.

Records Manager is designed to run as a background application and does not require any user-interaction.

Different sets of rules can be created and configured to make sure each type of case (such as HR Dossiers, Legal Matters or Internal Projects) will respect the applicable law and different users or teams are notified on permanent deletion of documents.

Record Manager will provide a monthly summary of the files that will be deleted in the upcoming month and confirm successful delete actions over the last period.

Information is stored in SharePoint / SharePoint Online lists and can be used to create detailed reports using BI applications such as PowerBI.

Organizations can choose to have Record Manager perform a permanent delete of files or move the affected files to the recycle bin.

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