Modern Office 365 CRM Software

Breaking News: Announcing Modern CRM App for Everyone

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Provide your sales, service and project teams with a modern CRM app they can use on their favorite device, anywhere, with their preferred Microsoft tools.

BPACRM365 is dedicated to salespersons on the move and back-office collaborators to run on their phone, tablet or desktop, with their preferred Microsoft tools.

Unlike traditional CRM software, the app provides a robust collaboration platform for the whole company, because it’s powered by SharePoint and includes powerful search capabilities, document sharing features and tight integration with Office tools.

The app leverages robust technologies for instant discussions and video conferencing (Teams), process automation (Power Automate), reporting (Power BI) and more. You can select among options to extend app capabilities, like searching the CRM app while chatting in Teams, prebuilt Power BI reports, and prebuilt workflows.

Prebuilt Power BI reports give managers instant insights about sales, customer service rating, campaigns performance and projects health.

Thanks to modular components and advanced form capabilities, power users are independent to extend the app or develop new apps. Clients can self-deploy the app by accessing online documentation, tutorials and videos.

Give your sales, service and project teams a modern CRM app they can use on their favorite device, anywhere, with their preferred Microsoft tools.

Ask us for an online presentation.

Switching from Individual to Team-Oriented Quality

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Quality with BPA & Microsoft Teams

Team-oriented quality and instant collaboration with BPA Quality software on Microsoft Teams.

Compliance is not the matter of just a few individuals (usually a “Quality Team”) but the concern of everyone in an organization. As a result, a centralized quality department is not enough to deliver a quick and efficient process improvement outcome.

Historically, quality circles were successfully introduced by organizations for implementing job-related quality improvement processes. The question is how to do this in a digital world?

The answer is to replace traditional email-oriented workflows by flexible “problem-solving” teams.

Microsoft Teams brings tools to instantly create teams and select members with instant collaboration capabilities on any device.

Our latest generation of quality software runs on Microsoft Teams, bringing agile team-oriented quality improvement capabilities with increased reactivity through instant conversations.

Together with Microsoft, we investigate new areas to deliver modern productivity tools for frontline and back-office workers, on any device.

Ask us for an online presentation .

Simplifying Audit Management with Office 365/SharePoint

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Innovative approach for managing audits by using BPA Quality and Microsoft Office 365 technologies like Flow for automation, Power Apps for mobility and Power BI for advanced reporting.

Managing audits or inspections is not an easy process. Typical considerations when managing audits include: audit planning and preparation, audit execution – e.g. with a mobile device, treatment of findings and follow-up actions, audit report preparation and sharing, audit monitoring, notifications to the concerned people, audit process validation, and business intelligence.

The audit module in BPA Quality lets you track any audit, like internal or stakeholder audits, quality, health, security, environmental, or data privacy audits or assessments.

A configurable workflow – built with Microsoft Flow – automatically alerts the right persons throughout the entire audit process, update the audit status, enforce all questions to be answered and actions to be compliant prior closing. The workflow generates new audits automatically based on the audit frequency, avoiding manual audit planning.

In this example, the audit is executed by using a simple mobile app. The app was created with Power Apps and it’s completely configurable. The auditor goes through each question and set compliance with notes and append photos if needed.

Finally we present a simple business intelligence report built with Power BI, with no code. The report lets you check the coverage of your audits, here by ISO 9001 clause. By selecting a clause, the report will dynamically filter audits where this specific clause was audited, questions that have been asked and the related number of findings.

Together with Office 365 technologies, we bring tools to improve traditional business processes.

Request for a BPA App Free Trial Now !

Text Recognition AI Plugin Brings Unique OCR Capabilities to BPA Apps

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Disruptive way to scan a business card, read contact details and transfer data in BPA software, by using a mobile phone or a tablet.

Microsoft Office 365 brings new AI capabilities for text recognition and business card scanning. These new features can be easily integrated with BPA apps to solve typical business problems, like processing business cards, contracts, invoices or documents.

In this example, a user can take a business card photo with a smart phone, during an exhibition or while traveling to a client. The app will read the card details and parse text in the contact form, ready to be sent to BPA CRM. A picture of the business card will be appended to the contact details.

This fully configurable no-code scenario includes the following Office 365 technologies: PowerApps for the mobile app, BPA CRM on SharePoint as repository, and Flow for process automation.

This powerful OCR recognition AI model can be used for many other purposes, like processing contracts, invoices or any document to be stored in BPA apps while keeping context and alerting the right people.

Together with Office 365 technologies, we bring tools to improve traditional business processes.

Benefits are obvious, AI and text recognition simplifies administration processes, reduces manual work and saves cost.

Request for a BPA App Free Trial Now !

Object Detection AI Model Applied to Quality Management

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Disruptive way to detect a non-compliant product and register a nonconformity using BPA software and the object detection AI model provided by the Microsoft power platform with Office 365.

BPA is exploring new areas to continuously simplify and improve business processes.

This scenario presents a disruptive way to detect a non-compliant product by taking photos with your mobile device.

Microsoft Office 365 provides a no-code object detection AI builder included in their power platform (Power Apps and Flow). By using a smart phone, a user can take a product photo, e.g. while controlling products in the production line. The app will count the number of compliant and non-compliant products. In case a product is not compliant, a nonconformity can be registered in the BPA Quality software.

In this example, we have built a mobile app with Power Apps which contains the object detection AI model. The AI model was trained by taking photos and tagging compliant and non-compliant products. More than 30 photos have been taken to train the AI model. The object detection accuracy improves with the number of photos.

This powerful object detection AI model can be used for many other purposes, for example inventory or inspection management. Using Flow (Microsoft Office 365 automation platform), power users can build no-code workflows using output data from the object detection AI model. For example, a notification will be sent to the inventory manager if some products are missing.

Together with Office 365 technologies, we bring tools to improve traditional business processes.

Benefits are obvious, AI and object detection can help taking faster decisions, reducing costs and improving customer satisfaction.

Request for a BPA Quality Free Trial Now !

VisualSP and BPA Solutions Partner to Deliver Ultimate Customer Success

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VisualSP specializes in providing context sensitive on-screen guidance to end users. The VisualSP Help System makes the end user experience simple, effortless, and efficient. It cuts down on help desk costs by providing step-by-step guidance to users at the moment of need. More than 2 million users of Microsoft technologies around the world currently benefit from the VisualSP Help System. Find out more at: https://www.VisualSP.com

« It’s great working with BPA Solutions as a partner. BPA’s Quality & Risk Management platform is built on Microsoft Office 365 and SharePoint, making our solutions a perfect fit. VisualSP provides BPA’s prospects with the in-context guidance they need to be successful with the platform », said Mr. Asif Rehmani, MVP and CEO & Founder VisualSP.

Not only end users will benefit from contextual help to use BPA’s software, they will get online training about quality, risk, GDPR processes and documents to improve quality of the delivered products and services.

VisualSP is a separate add-in that works with any BPA software on Office 365.

“We have selected VisualSP because it is very intuitive. As well, their awesome team provides high quality services and products to best brands and leading businesses since 2005. Together with VisualSP we bring complete solutions for quality, risk, GDPR and CRM to maximize customers’ experience and success”, said Dr. Boris Lutz, CEO and Founder of BPA Solutions.

Request for a free trial and discover how BPA Quality and VisualSP work together.

Introducing Contextual Help & Training Add-in for BPA Software

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BPA Solutions entered into a partnership with VisualSP, editor of a walkthrough software for SharePoint and Office 365.

Not only end users will benefit from contextual help to use BPA’s software, they will get online training about quality, risk, GDPR processes and documents to improve quality of the delivered products and services.

Splash screens provide visible instructions to end users, including multimedia content, images or videos. Instructions can point to a specific context or graphics in the user interface, like a navigation link or button. By clicking the help button, users can access contextual help, start a walkthrough tour or view multimedia resources.

In this example, end users who access the compliance document module in BPA Quality can take a walkthrough session by clicking the contextual help button. They will learn about the company document approval process, understand how to search for documents, discover how to accomplish a document training and more.

Example: Contextual help on how to use the compliance document module with BPA Quality.

Once a document is distributed, targeted end users need to get trained about the document content. A different training-oriented walkthrough guides end users to understand the purpose of the document.

Example: Compliance document training walkthrough (HR Procedure).

Once the walkthrough is completed, end users can log training evidence in the BPA Quality software.

These 2 examples demonstrate how the VisualSP add-in brings value to end users, guiding them to use the BPA software and train them about compliance documents and good practices.

The VisualSP add-in is a separate module that can be used jointly with BPA software for quality, risk, GDPR or CRM.

Request for a free trial and discover how BPA Quality and VisualSP work together.

Document Approval Flow

Simplifying Document Approval Flows with eSignature and Office 365

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Simplifying compliance document approval with eSignatures and Microsoft Office 365 automation tools.

Managing compliance documents is not an easy process. Typical considerations when managing document include:

  • document creation from templates
  • document approval flow with alerts
  • document signatures and traceability
  • document versioning
  • document distribution and training
  • document revision and archival
  • document access permissions

The above video presents an innovative approach for approving and distributing compliance documents with BPA Quality and Office 365. The illustrated scenario simplifies typical task-driven workflows by using eSignatures, and makes the process compliant with ISO and FDA regulations, like CFR 21, part 11.

Microsoft Flow is used for the automation part. It brings unique capabilities to interact with Office tools or third party systems and add new AI possibilities.

This no-code scenario can easily be configured and implemented for any type of organization with little effort.

Request for a Free Trial Now !

Conversation Flows for Problem Solving – ASQ Conference 2019

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Disruptive approach to investigate and solve problems by using conversation flows with BPA Quality and Microsoft Office 365 technologies, presented at ASQ Conference 2019.

The whole demo is a fully configurable no-code scenario and includes the following Office 365 technologies: Power Apps for the mobile app, Teams for the conversation flow, BPA Quality on SharePoint as QMS tool and repository, Power BI as reporting tool and Flow as automation tool.

The video presents the following scenario: a nonconformity or incident is declared using a customized mobile app, including photos and geolocation. The nonconformity details are sent to a conversation flow and team members are instantly alerted. Teams members can simply start discussions and meetings by replying to the nonconformity. The whole investigation process happens in the conversation flow until CAPA actions are assigned.

Together with Office 365 technologies, we bring tools to improve traditional business process workflows.

Benefits are obvious, instant discussions and meetings can help taking faster decisions, reducing costs and improving customer satisfaction.

This scenario was presented live during the ASQ Conference 2019 in Fort Worth, Texas.

Request for a BPA Quality Free Trial Now !

Making Your QMS Understandable to All by Using Graphics

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A picture is worth a thousand words. This is also true for your Quality Management System.

Traditional software, databases and spreadsheets make your quality system hard to understand for end users. A reason for this, typical tools contain no graphics, process maps or visual flows.

Moving to a visual QMS will drastically help employees to understand how your company works.

We bring the most flexible solutions for quality and data privacy compliance, thanks to our no-code app building platform and Microsoft technologies. Power users can simply add their favorite images, maps, process flows in BPA with no pain.

Here are some examples to make your QMS understandable to all, by using graphics.

Process map and sub processes

A graphical process map is the entry door in your QMS and should contain all important value-added processes from client request to client satisfaction.

By using Microsoft Visio diagrams, you can design interactive maps with hyperlinks and dynamic icons (e.g. process health status). Visio diagrams can be connected to objects and attributes in BPA, like a list of processes, sub processes or assets.

By drilling down the process map, graphical flows make each process understandable with their main activities, input and output. Employees can quickly access process-related documents, SOPs and Work Instructions.

Asset Maps

BPA lets you track digital or physical assets, like data assets (needed for ISO 27001, GDPR, data privacy regulations) or equipment with related maintenance and calibration.

In this example, the graphical asset register displays the implementation stage status for asset platforms with regards to GDPR regulations.

Organization Charts

Organization charts (one or multiple organizational levels) is another way for employees to access processes, sub processes and compliance documents.

Ask us for an online presentation and discover new ways to make your QMS attractive by using graphics.