Best Operations Management Software for Microsoft SharePoint - Page 7

Thalamus is an AI-powered platform designed to streamline the RFP (Request for Proposal) process through intelligent automation and multi-agent workflows. Its AI agents can pre-fill up to 70% of RFP responses by searching across a company's data, including file storage systems like Drive and SharePoint, as well as collaboration tools like Slack and Teams. These agents collaborate with teams to review and gather information through natural language conversations, filling answers directly into Excel, Word, or PDF formats, thereby saving hours of manual work. Thalamus also offers advanced enterprise search capabilities, allowing users to quickly find necessary information across all data sources. Its adaptive agent workflows dynamically manage tasks, learning through reinforcement and collaborating in real-time to streamline workflows from start to finish. By integrating these features, Thalamus aims to transform the proposal process, enabling teams to win more and worry less.

McCarren is an AI-powered proposal platform purpose-built for capture and proposal teams, automating every stage of the RFX lifecycle. McCarren’s Semantic AI capture agent monitors federal, state, local, and grant portals, surfacing hidden opportunities. Automated solicitation shredding extracts deadlines, deliverables, and FAR clauses, generating a live compliance matrix for gap tracking. Proposal teams draft compliant responses inside a native Microsoft Word add-in, leveraging a smart content library and context-aware AI . FedRAMP-aligned infrastructure, single-tenant SaaS, zero-data-training; McCarren safeguards sensitive data while cutting proposal cycles by up to 80% and improve win rates by 30%.

Workflows is an agent within Microsoft 365 Copilot that enables users to automate tasks across Microsoft 365 applications by simply describing what they want in natural language, no manual step-configuration or connector setup needed. It lets you trigger actions on schedules or in response to events, collect and save user input with adaptive cards in Teams, and use your Microsoft 365 data (such as calendar entries, mail messages, or lists) directly without coding. After you submit a prompt, Workflows automatically resolves the services you referenced (Outlook inbox, Teams channel, etc.), generates a functioning workflow in the visual designer, and lets you test, monitor, and manage it via an Activity tab and Home page. Supported triggers and actions include recurrence, AI actions, Outlook (get emails, create events), Teams (post messages, adaptive cards), SharePoint (add/delete items), Planner (list tasks), Approvals, and Dataverse (AI Prompt).

Complyance is an AI-powered GRC platform designed for enterprise teams to centralize, automate, and manage their compliance, risk, vendor, and policy workloads. Its modular system includes out-of-the-box and fully customizable controls, a vendor management suite, risk registers, and a policy center. With hundreds of integrations into existing enterprise tools, Complyance automatically collects and maps evidence, continuously monitors controls and vendor risk, and keeps your compliance posture audit-ready. Built-in AI features (and optional specialized AI Agents) auto-draft policy documents, cross-map evidence to controls, score vendor risk, generate client questionnaire responses, and surface compliance gaps, cutting manual work by up to 70–90%. The AI operates in a privacy-first way; each client has an isolated instance, and no data is used to train shared models.

Dcycle is a comprehensive ESG (environmental, social, governance) and sustainability-management platform that centralizes all non-financial company data, from emissions, resource use, and waste to supply-chain and life-cycle impact, into a single, unified workspace. It lets companies upload data in any format (Excel, CSV, PDFs, scanned documents, images), automatically organizes and verifies that data (including OCR support for scanned documents), and links it to projects or compliance workflows so teams can collaborate with full visibility, traceability, and version control. With Dcycle, you can build custom sustainability or emissions-reduction projects, assign owners and deadlines, track live progress, and coordinate tasks across departments. It calculates carbon footprints (Scopes 1, 2, and 3), supports life-cycle assessments, and transforms raw metrics into real-time dashboards and KPIs, so you identify environmental hotspots, inefficiencies, or resource-use spikes.

DocFinity is high-powered, next-generation Enterprise Content Management, Business Process Management, Workflow, and Records Management software. Enhance document management and business process requirements with self-service efficiency in a range of markets for accounts payable, accounts receivable, contract management, customer service, human resources, legal and IT system administration. Scan, upload, import, store and index documents, audio, video, and other content files with flexible, user-friendly search and retrieval. Make data or specific functions accessible for third-party users through intuitive gateways styled to match your company’s brand. Use drag-and-drop workflow design and digital routing to standardize movement of data to people and systems, while eliminating error-prone repetition. Connect related documents and data within business applications of all types, including Web Service APIs and Microsoft Office.

Not knowing how many active contracts you have, where contracts are stored or who is responsible for them can expose your organization to unnecessary risk. Are contracts scattered around your organization? Can you easily search and retrieve the latest versions? Are you aware of all upcoming termination and renewal dates? Are you paying for services you’re not receiving? Are contracts going out without being reviewed by your legal team? The more contracts your organization has, the harder it is to keep track of where they are and who is responsible for them. If not proactively managed, contracts can put your business at risk for hundreds of thousands of dollars in unrealized benefits or non-compliance penalties. Your business needs a contract management software that will manage the full contract lifecycle, from contract requests and approvals through to obligation management and renewals.

As a leader in financial operations, it is your job to balance cost structure with operational risks and controls with the aim of creating a lean, cost-efficient organization. As an operations leader, you need to ensure your organization is maximizing customer value while limiting the costs it takes to deliver that value. As an IT leader, you are faced with the challenge of investing in innovations to help your organization grow while reducing unnecessary IT spend and headcount. Accelerate the implementation of ERP & CRM solutions. Move Beyond Monitoring to Gain Control Over the IT Landscape. Bring visibility and transparency to the process landscape. Manage strategic governance and risk while ensuring compliance to multiple regulations. Visualize, design, and communicate the operating model of the organization. Drive alignment between strategy and the execution of mission-critical programs.

The CAP Platform is an enterprise-grade, modern ‘no code/low code’ application platform. It provides a combination of out-of-the box, configurable workflows, plus the flexibility to customize and develop workflow applications. Customers can choose to deploy three product editions, comprised in the CAP Platform, CAP Procurement, CAP2AM and CAP Workflow. CAP Procurement is an Adaptable Process Management Suite, built for Procurement organizations to streamline workflow and collaboration with business partners and suppliers – and in turn, bring more spend under management and into compliance. CAP2AM is an Identity & Access Management Suite, built for IT, HR and business leaders to manage employee onboarding and offboarding, while ensuring better experience, productivity and compliance. CAP Workflow is an application environment to create process management applications, applicable across industry verticals and horizontal departments.

Crow Canyon’s Office 365 & SharePoint Contract Management application keeps your contracts for IT, Assets, and Equipment organized. Save time and money, increase efficiency, and better manage your contracts. Tracking contracts and licenses can be overwhelming when using a manual process or spreadsheets. Our Office 365 & SharePoint Contract Management system automates the handling of contracts, keeping a clear record of what contracts exist, when they need renewal, what the terms are, and costs and responsible parties. When linked to our Asset Management or Equipment Tracking systems, all support contracts, maintenance agreements, warranties, licenses, and more are integrated into a full-spectrum, interactive application to ease and organize contract management. Contracts and all related documents are kept in a library repository in SharePoint. All renewals, tasks, revisions, and approvals are interlinked to give a comprehensive view of all contract activity.

The Information Governance Suite is a set of products aimed at helping organizations to better discover, categorize, enhance, and govern their information assets regardless of the systems in which they are managed. Products in the suite include: - .discover, which connects to information systems to index and categorize unstructured and structured information assets - .policy, which allows organizations to create full lifecycle policies for information retention and disposal - .preserve, for digital asset preservation near the end of the asset lifecycle - .process, for automating content related actions like content categorization to help records teams deal with escalating workload The solution helps identify sensitive information that may reduce compliance with regulations like GDPR, as well as information that may be redundant, trivial, or obsolete.

Cut down email volume by up to 95% and get one source of truth for all conversations, data, and documentation through shared team inboxes. Unlike siloed email accounts, SEDNA gives team members controlled transparency of all correspondence, attachments, and actions taken within a project or message thread—along with quick composition and sharing capabilities—for more efficient communication and effortless collaboration. Each email within a team inbox has its own activity panel to host internal conversations, contextual data, and time-stamped activity that enables team members to work with—and around—one message in place of forwards, reply-alls, and cc’s that bloat email volume. The Activity Panel lets you see automatically generated or manually applied message details like category tags, job references, and people involved, as well as who viewed the message, who replied, and how so. And collaboration is easy with the ability to tag others and add comments for real-time discussion.

Streamline global due-diligence by importing your existing database or seamlessly searching across millions of companies for verified and compliant ownership, financial data, certifications, and much more. Helping your team understand the risks across your entire supply chain or third-party network, whilst complying with regulations. Ease the burden with real-time and relevant alerts any time your supplier or third-party is at risk. Surface relevant data by selecting tolerance criteria, disruption events or metrics you want to monitor, and receive these alerts in a channel of your choice. Uncover efficiencies and savings with deep insights and reporting at your fingertips, making the path to digital transformation fast and cost-effective. Whilst improving compliance by following the exact process that meets your standards.

ConvergePoint Policy Management Software is a solution designed to streamline policy management, particularly for organizations on Microsoft 365 SharePoint Online. It offers tools for policy creation, review, approval, and distribution, aiming to improve compliance, transparency, and operational efficiency. The software also includes features like version control, user roles and permissions, and automated notifications.

Get the true story of performance. By synthesizing data from a range of software lifecycle systems, Pinpoint creates for leaders a true view of costs, results, efficiency and performance. Think of it as using the power of data science to unearth how teams really work, and to show how they might work better. Pinpoint visualizes the flow of software work, determining things such as cycle time, throughput, and quality to evaluate delivery performance. All of this is from data science applied to the activity in your source systems. No manual inputs, no guesstimates.

ConvergePoint’s incident management software simplifies and strengthens how organizations conduct their investigations. Built on Microsoft 365, our platform centralizes incident reporting, automates workflows, provides role-based access, and enhances root cause analysis, corrective actions, and case resolutions.

SmartDraw is a data-driven diagramming and collaboration solution that can replace Lucidchart, Visio, or Miro at your enterprise. Get all the features you need at a more affordable price: - Sophisticated diagramming that lets your team make flowcharts, organizational charts, floor plans, CAD drawings, project charts, network diagrams, UML diagrams, AWS, Azure, and more - Whiteboarding and real-time collaboration - Powerful integrations that allow you to generate diagrams from data automatically - Migrate your existing Visio and Lucidchart files in bulk SmartDraw will save files directly to OneDrive, SharePoint, or Google Drive, giving you full control of your data. Minimize risk, simplify compliance, and increase data security. SmartDraw also works hand in glove with your existing IT infrastructure without disruption. You can provision users, save files, and set permissions entirely inside the Microsoft or Google enterprise stack.