Transform Data & Intapp

Modernise Your Document Management Journey

Unleashing the Power of
Microsoft Solutions for Accountancy Practises

Tailored for Accounting and Consulting Practises

We cordially invite you to an exclusive webinar that explores the transformative capabilities of Microsoft Solutions tailored specifically for accountancy practices. Join us for an insightful session, where we delve into the unparalleled benefits of leveraging Microsoft’s robust ecosystem for Document Management.

Mastering Content Management with SharePoint and Leveraging Copilot

Speaker: Richard Bowes, Strategy at Microsoft

Discover how SharePoint provides a solid foundation for your Document Management System (DMS), enabling seamless collaboration, matter management and secure content organisation. We will discuss the full benefits of moving your content to the MS 365 platform including leveraging the Power platform, and what is already in place around grounding to maximise Copilot, enhancing your DMS experience to new heights.

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An Accountancy Firm MS365 Journey with Armstrong Watson

Speaker: Toby Woodhead, IT Director at Armstrong Watson

Discover the MS365 journey undertaken over several years with Toby. He will also discuss his future thoughts which lead him to review his legacy DMS strategy and embark on moving his content to the Microsoft platform.

Transition & Demonstration

Speaker: Rob Kubben, Head of R&D at Transform Data

Rob will share the transition process and proven methodology to migrate from legacy solutions to SharePoint. Having the right platform is of course critical, but we will explore the dynamic features of Workhub, where MS Teams, Web, and a modern Outlook plugin converge to deliver a rich DMS experience tailored specifically for accountancy firms. Witness firsthand how our intuitive user interface transforms the way you manage matter and engagement projects, fostering efficiency and productivity.

 

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