eQMS task management video

Introducing a Robust eQMS Task Management System

A great sales organization needs a CRM software to track daily tasks related to sales opportunities and drive sales. When a deal is signed, quality management is key to deliver the right products and services to your customers.

In the context of quality management, it’s crucial to have daily follow-up activities with important stakeholders and internal staff to make sure clients are satisfied, to drive continuous improvement, and to reduce costs.

The BPA QMS software is interfaced with Microsoft Planner for robust task management.

We have interfaced our QMS software with Microsoft Planner for robust task management. Tasks can be added easily from the software or a Teams discussion. While chatting in Teams, collaborators can ask the QMS and share interactive cards with their colleagues.

Above all, a great task management tool must provide a robust reminder system to guarantee tasks are done timely. This is the great benefit of Planner. Each collaborator get reminded about their tasks and receive one single periodical notification with all pending tasks grouped by due date.

The integration of your QMS with Planner brings a robust task management system and ensure tasks are done timely to reach your quality objectives.

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BPA Planner Integration

Announcing Microsoft Planner Integration With BPA Apps

Exciting news, it will be soon possible to use Microsoft Planner as a robust task management system together with BPA software.

With Planner, you make sure tasks are done timely thanks to a powerful reminder system and tools to view tasks in graphical boards and charts.

Task Reminder Notification

Reminder notification with user-related tasks grouped by due date.

BPA software solutions bring the business layer on the top of Planner. End users can assign a Planner task from our components in a mouse click and keep the task origin automatically. For example, starting from a non-conformance, the task will be automatically linked with it.

BPA Planner Task

Creating a task from the BPA software is straightforward. it will be automatically added to the right plan and bucket in Planner and linked with its original item in BPA.

Organizations can decide to have different Planner plans per BPA software module, so tasks will be grouped by module, for example a plan for non-conformance related tasks and another plan for audit tasks with BPAQuality365, or a plan for sales opportunities in BPACRM365. It’s even possible to send a task in a specific bucket based on configurable conditions (e.g. a task related to a customer non-conformance should go to the customer NC bucket).

Non-conformance Planner Board

Non-conformance task plan in BPAQuality365 with different buckets for customer, supplier and internal non-conformance related tasks.

Tasks related to a specific item in the BPA software can be easily filtered (e.g. by typing the non-conformance title or ID).

The Planner board view makes it very convenient to view tasks by due date or progression.

Task Board by Due Date

Example of non-conformance related tasks grouped by due date (overdue, tomorrow, this week, etc.).

The chart dashboard gives a graphical summary of all tasks in a plan, like how many overdue tasks remain or the number of tasks per bucket.

Planner Chart View

Chart view of all non-conformance related tasks, grouped by status, bucket, priority, and members with interactive task filtering options.

For a consolidated view of all QMS-related tasks, it’s best to connect to the Planner app directly. This will drastically improve your QMS task management meetings.

With the BPA Planner extension, you get a robust and performing task management system to enable continuous improvement and ensure tasks won’t be missed or overdue anymore.

The BPA Planner extension will be soon available (should be under the Christmas tree) to all customers using BPA modern solutions on M365, at no additional cost.

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Microsoft Teams

Announcing BPA Teams Productivity

Great news for our clients! BPA Teams Productivity is announced to be released soon.

Interact with your Quality software (or CRM, Medical) while chatting in Teams, share cards with colleagues and simplify task & meeting management.

BPA Teams Productivity brings the business context back to Microsoft Teams and transforms discussions into productive teamwork. The tool allows end users to interact with the QMS software – or Medical, CRM – and assign tasks or schedule meetings while chatting in Microsoft Teams.

This video goes through a typical use case where you have to discuss about a specific supplier nonconformity with your Quality team and schedule a meeting to discuss about it. Finally you want to make sure your purchasing SOP is still accurate.

BPA Teams Productivity was developed to solve similar business scenarios happening every day, making discussions productive and leveraging tasks and meeting management with Microsoft Teams.

While discussing, end users can search the QMS and share cards with team members, including links to view items in the QMS software, and buttons to schedule meetings and assign tasks.

As a conclusion, end users get a better collaboration experience and take faster decisions with productive real-time chat messages while eliminating frustration spending too much time on emails.

Turn to a new way of working with productive chatting and BPA Teams Productivity.

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BPA software solutions are registered trademarks

BPA Software Solutions Are Registered Trademarks

BPA is proud to announce its modern software solutions are now registered trademarks by the United States Patent and Trademark Office (USPTO).

  • BPAQUALITY365® is our QMS software for quality and compliance.
  • BPAMEDICAL365® is our software for medical quality and compliance.
  • BPACRM365® is our CRM software for customer relationship management.

These trademarks have been registered to be used in the software applications and software-as-a-service for quality and compliance management and customer relationship management.

BPA’s trademarks reflect our willingness to bring innovative products to our customers with a unique added value, and further develop BPA’s brand and presence in the quality & compliance sector worldwide.

Thank you for trusting BPA Solutions !

BPA software is a registered trademark

QMS task management

Planner QMS Extensions for Better Task Management

Microsoft Planner is great tool for task management, available in your Microsoft 365 subscription plan.

BPA has launched a new project to interface our QMS and other apps with Planner for better task management.

Planner tasks in BPA QMS on Microsoft 365

Planner tasks in BPAQuality365, grouped by modules in buckets.

In the context of a quality management system, task management is obviously an important topic. From a technology perspective, task management is challenging.

With Planner, Microsoft has introduced a simple tool for task management, including a great visual interface to view tasks by topics with easy drag and drop features. A robust task notification system alerts end users for assigned tasks, and remind them for late tasks. A recurring reminder alert is sent to assignees, including all upcoming or late tasks. End users can view their tasks in Planner but also in Teams and get alerts and reminders in Outlook.

Planner task reminder

A reminder alert including all upcoming tasks assigned to the end user.

Planner QMS Extensions allows to create Planner tasks from any QMS item or document and keep the source item as a link in the task for easy access by end users. Tasks can be viewed in the QMS, grouped by module in buckets. Also, we plan to have Planner tasks created from QMS cards while chatting in Teams, read more about QMS Cards in the article QMS Teams Extensions.

Good news for Microsoft Teams aficionados, your assigned tasks can be viewed directly in Teams, like workflow approval requests and QMS-related discussions.

As a conclusion, BPA Apps bring all Microsoft 365 technologies together in the context of quality and continuous improvement, and provide innovative tools for team working and collaboration without changing users habits.

While Teams and Planner QMS extensions are soon available, you can already test the latest version of our QMS app.

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Modern graphical charts

Announcing Modern Graphical Chart Components

Another great news for customers, modern chart components will be progressively released with our modern apps, and available for all clients at no additional cost.

Modern graphical charts in BPA

Modern card and gauge components, soon to be released with BPA modern apps.

BPA Chart components is a simple option for displaying consolidated graphical data in BPA Apps, with no need to manually handle data.

Our objective is to provide easy graphical reporting capabilities for clients looking for a simpler alternative to Power BI.

BPA Charts and Power BI reports can be used jointly, for example to grant access to simple reports for everyone with BPA Charts and grant access to business intelligence reports for selected users.

First chart components to be available will be cards and gauges, soon to be released.

Other chart components will come progressively, like bar charts, column charts, pie charts and others.

Stay tuned it comes soon!

multilingual apps

BPA Modern Apps Go Multilingual

Great news for our multilingual clients, we have released new modern multilingual templates for our Quality, Medical and CRM Apps.

By installing a multilingual app template, clients will be able to use their app in 3 languages – English, French, German – with no need of any manual translation work. Users will access the app in their preferred language, as defined in their Office 365 profile.

French Version Example of BPAQuality365 multilingual version with French as a preferred language.

Other languages will come later, meanwhile any language can be added easily by translating the needed BPA or SharePoint resources.

For clients using our modern apps in one specific language, specific tags can be added to make resources multilingual, e.g. navigation links, buttons visible in pages or any BPA resource.

A migration tool has been developed to migrate existing localized resources from BPA classic to modern apps.

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Introducing Intelligent Reminder System with BPA Modern Apps

Great news to make your work more efficient, BPA’s intelligent reminder system is now available for clients using our modern apps.

The problem with typical workflows or reminder tools is the quantity of sent notifications. Power Automate workflows are triggered each time an item is added or changed, sending a specific notification. Nowadays, users get too many emails and reminder notifications will be lost among them.

With BPA’s intelligent reminder system, end users get one single email for all items pending their attention, e.g. my late actions, or my pending documents to approve.

The tool allows administrators to set reminder rules with advanced conditions, select metadata to deliver rich text notifications to the right persons, and pick days, time and frequency when notifications should be sent.

Interactive reminder cards work like checklists, allowing end users to dynamically set their job done for each item. This will boost work efficiency.


Example of an interactive reminder checklist notification with all documents pending your review.

With BPA’s intelligent reminder system, you will drastically reduce the number of reminder notifications sent and improve efficiency of your business processes.

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document jam

Easy Document Access for Everyone, on any Device

Document preview

Easy document access and preview on any device with the new BPA hierarchy/preview component.

Accessing work instructions and procedures by collaborators on the field is challenging for most organizations, but not BPA customers.

The new document hierarchy (tree view) + document preview component is now available at no additional cost for BPA customers using our modern apps with Office 365.

End users access their relevant documents in a few clicks by drilling down the same folder structure they are used to with a file server. The document preview instantly opens on the right side. “This tool brings ultimate experience to end users when accessing their relevant documents on any device, anywhere, without changing their habits”, claims Dr. Boris Lutz, CEO at BPA Solutions.

The component is flexible to be used with any document library e.g. compliance documents, technical files, etc. and extends SharePoint capabilities. The document preview add-in can be used with Microsoft Teams together with instant discussions and video conferencing, boosting productivity.

In addition, BPA apps bring other tools for end users to easily access documents starting from a graphical process map or a multi-level organization chart. These tools are 100% agile and can be combined to provide the best user experience when accessing documents, for any organization.

BPA apps leverage the powerful SharePoint search engine to find the right documents, based on content and attributes. BPA components include additional features to search in document attributes by typing free text.

The whole document management lifecycle is fully automated and completely transparent for end users. Prebuilt eSignature workflows make sure documents are approved prior being published, and end users trained.

BPA apps bring powerful features for end users to easily access their documents on any device, leveraging your existing Office 365 tools.

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Office365 MailMerge

Generate Reports on the Fly – Modern Mail Merge Component

Produce documents on the fly

Generate instant reports and documents in a click of a button, including data, signatures and images.

Business persons in the Quality, Compliance, Sales or any department spend a lot of time to prepare reports, like audit reports, nonconformity reports, management review reports, sales proposals, etc.

We just introduced a new modern mail merge component to generate formatted reports in a click of a button, which drastically simplifies time and effort to prepare structured reports.

BPA’s Mail Merge components is very flexible. Simply start from your existing report templates in Word format or start creating new templates. Placeholders can be simply added to merge any data or content you need to display in your report.

Users can produce complex reports by clicking a button, like a nonconformity or audit report. Text data, eSignatures, and photos will be merged in the report, which can be converted to PDF. A graphical wizard guides end users to generate custom reports by following a few steps.

The mail merge component can be used in Power Automate workflows to automatically generate reports when needed. For example, an audit report would be automatically produced when the audit execution has been completed and sent to the concerned persons, with no manual task needed.

The component is available with BPA’s modern apps for Quality, Medical and CRM and seamlessly integrates with Microsoft 365 technologies.

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