EOS for SharePoint 2013 (EOS)

EOS for SharePoint is an electronic document management and enterprise content management (ECM) system for the operational management of documents, tasks and business processes of the company. Using the system makes it possible to efficiently build the business processes of the company, thereby optimizing time and money.

History of versions

2020: Launch of the "Anti-Virus Offer" campaign

On April 3, 2020, the company EOS announced a special "Anti-virus offer" campaign to support its current and potential customers. The promotion allows you to get free licenses for jobs EDMS BUSINESS and EOS for SharePoint. More. here

2019: Merger with SED-bot and counterparty verification module in Unicsoft portfolio

On January 24, 2019, the company Unicsoft"," a certified partner of the development company Electronic Office Systems"," announced the expansion of the EOS for functionality SharePoint by merging this product "" with EOS other information systems. In particular, in the portfolio, Unicsoft is a solution that combines EOS for SharePoint and the counterparty verification module, as well as EDMSboat"-," which remotely interacts with employees of the organization, for example, to create an application for technical support, control construction the object, issue applications to the personnel department and other processes. Unicsoft also sells and supports these solutions.

Each company, working in the market, faces a large number of suppliers that need to be checked. Cooperation with an unverified organization always entails risks: both commercial (receivables, default, arbitration/bankruptcy) and tax (not return VAT, fines, unscheduled checks), and reputational (negative impact on image, reduced trust). Undesirable situations, as a rule, are caused by errors in details when establishing counterparty cards, the lack of regular updating of reliability data and a uniform approach to verification among different departments, as well as insufficient monitoring of the appearance of risk factors.

Unicsoft emphasized that the larger the pool of suppliers the company has, the more time it takes to check counterparties. Unicsoft proposes to simplify counterparty procedures with an integrated solution combining EOS for SharePoint and the counterparty verification module. Such a set of mechanisms, according to the developer, simplifies, for example, obtaining the details of the organization. Based on the TIN, the system automatically fills the rest of the data without human error and in a single format. When assessing risks, the system automatically requests data on the counterparty from the aggregator and adds to the organization's card, for each organization you can track the history of changes. If any or all of the risks are identified, the system sends an alert to the responsible manager. When the contract negotiation stage occurs, the module can request additional information or update the existing ones and, if critical factors are identified, the transaction can be blocked or a warning sent. To ensure security, all counterparty data received from the aggregator can be divided into blocks, and access to blocks can be differentiated.

"Thus, with EOS for SharePoint and the counterparty verification module, all departments, divisions and subsidiaries of the customer receive a uniform, automated, transparent verification mechanism - the system will not forget to check the counterparty, will not miss important aspects and will timely report the occurrence of risk." ' Andrey Yuferev, Head of Implementation at Unicsoft '

Unicsoft also noted another solution based on EOS for SharePoint - SED-bot, which remotely interacts with employees of the organization. The robotic service independently collects all the necessary information from the employee in stages. Asking one question after another, such a tool generates a packet of information and sends it to the SED for processing, after which the SED gives an answer. This, according to the developer, is convenient for appeals about applications for vacations and time off, for passes, as well as for technical support. Entering the chat, the employee sees a greeting by name - this confirms that he is correctly identified by the system. After the employee has selected a document type (for example, technical support), the chat bot asks you to enter a description of the situation, the urgency of the request, and photograph the problem. You can also download documents in doc and PDF formats, links to external resources to the chatbot. After that, the chatbot transmits all the collected information to the SED, where the application card is formed. Thus, interaction with the SED is carried out without logging in, which is convenient at a remote site - for example, at a construction site, according to Unicsoft.

As noted in the EOS, the system interface can be configured. SED-bot licensing takes place on the principle of one license per company.

2018: EOS for SharePoint Presentation for Armenia Market

In November 2018, EOS presented a localized version of EOS for SharePoint for the Armenian market.

2017

Enterprise portal

The EOS for SharePoint Enterprise Portal presentation is available here.

As of December 2017, the box solution allows:

• Create a single company workspace
• realize effective communications of employees,
• discuss ideas, proposals, projects
• quickly find the information you need
• post news and announcements,
• conduct surveys.

On the "Enterprise Portal" you can see:

• profile of each employee
• sites of all departments,
• the structure of the company and even the floor plan of the building in which the company operates.

Organize work with applications:

• "Office Manager Requests,"
• "IT Requests,"
• "HR Requests"
• "Accounting Requests."

Advantages:

• Single Employee Workspace:
  • - Post News
  • - Advertise
  • - Calendar of events
  • - Birthdays
  • - Gallery
  • - Conducting surveys
  • - Feedback

• Communications between employees and departments:
  • - Subdivision Sites
  • - Projects
  • - Information sections
  • - Personal profile and notifications

• Find content quickly and easily:
  • - Files and Folders
  • - News
  • - Employees
  • - Subdivisions
  • - Events
  • - Announcements

• Polls

EOS for SharePoint 4.3

In 2017, EOS released a new version of EOS for SharePoint 4.3. The main changes related to the interface upgrade (the presentation of the new version is available here).

In version 4.3, first of all, the features of users' perception of various elements are taken into account - registration cards, a list of tasks, a "tree" of related documents and a visual representation of business processes. For users to spend as little time as possible on the perception and analysis of information from the ECM system.

Making a decision on documents is now possible faster: the registration card interface allows you to view all significant information in just a second. All information that is required to determine the fate of a document is displayed on a single screen.

It takes less time to access the attached files. Hierarchical links (bundles) of documents are now presented in a new form: when viewing the "tree" of documents, the user immediately sees all the files that belong to the main card.

In addition, in EOS for SharePoint, you can now configure personal categories. In a personal account, the user can highlight tasks and documents in different colors, and then, focusing on color, sort records. Such an opportunity is also implemented in the mobile application of the system.

The new thing that appeared in version 4.3 is the visualization of reconciliation routes and other business processes. Visual routes present the information in the most user-friendly way, and this allows you to get information about the stage of processing documents and involved participants in the process as quickly as possible.

Using the capabilities of the system using Timeline technologies, you can create a log of actions (signatures) for the document and display it in tabular form with details of date and time, with the actions (changes) for each of the employees involved in the process. "Transparency" increases, time to analyze the situation and make a decision is reduced.

Also, the new version of EOS for SharePoint uses intelligent processing tools, so the user can minimize "manual" operations with system objects. For example, it is possible to automatically generate orders based on content analysis. The list of operations that the system performs automatically after the required configuration is also extended.

Mention should also be made of a couple of new features. The first of these is the function of checking the picking of files attached to the card during registration. The second allows you to automatically write documents to business - "along the chain" or simultaneously, with the entire folder. It is enough to explain to the system once what you need - and next time it will save itself from another portion of the routine.

Inclusion in the list of the Unified Register of the Ministry of Communications

In March, the list Unified Registry of Russian Software was supplemented ESM system by EOS - EOS for SharePoint. By order of Ministry of Digital Development, Communications and Mass Media Russia 09.03.2017 No. 103 ON , another universal corporate content management system developed by EOS - EOS for SharePoint - is included in the Unified Register of Russian. This is a portal solution designed to create a single company information space, conduct a full-fledged electronic document flow and organize collaboration with documents, which can also work on the free SharePoint Foundation platform.

2016

Functionality of a system

(Data up to date as of December 2016)

Automation of contract and procurement activities

Automate the preparation and negotiation of contracts, procurement documentation packages, for placement on trading platforms. Monitor the timing of approval and preparation of documents.

Business processes of any complexity

Customize any processes, meetings, execution tasks, collaboration, review, approval, and approval of draft documents. Optimize document processing costs and time to ensure accurate compliance.

Collaboration

Use the opportunity to work in a single information space of all employees of the company, including geographically remote departments and offices.

Document flow

Automate the company's document flows, record documents using streaming input (scanning, automatic text recognition), and monitor execution.

Operational management

Quickly manage business processes and the speed of their execution, monitor and monitor the execution of tasks and instructions by employees of the company.

Electronic archive of documents

Use Document File Store capabilities to work with different types of content. Users have online access to various documents, can store media data (videos, photo archives, advertising and cartographic materials, etc.).

Access to business applications

Create a single company IT system for information and knowledge management. Take advantage of extensive integration ERP CRM BPM BI with///systems.

Data Security and Privacy

Configure access rights to information and documents stored in the system, and use data encryption capabilities to store sensitive documents.

Interaction with EDO operators

The system implements integration with EDR operators (signing, sending and receiving documents, receiving report forms), it is possible to work with several operators.

EOS for SharePoint allows you to monitor, quickly and in detail the performance of tasks.

Executive/Professional Benefits

Project management

Project management allows you to monitor the performance of work and analyze results by monitoring the status of projects and activities based on the analysis of project control points.

Meetings

You can book negotiations, schedule and hold meetings usingthe Meeting Management module, create meeting minutes online, monitor the execution of tasks and assignments based on the protocol.

Enterprise portal

The convenient and modern interface of the enterprise portal provides a single access point for quick search and provision of information to the company's employees, effective tools for managing the knowledge and interaction of employees.

Legally Relevant Document Flow

Organize a legally significant document flow of the company, exchange information, enter resolutions, agree and sign documents using EPs.

KPI reports

The ability to create KPI reports on orders, documents, tasks will make employee performance indicators clear. You can also create additional reports of any complexity by regular specialists.

Mobile applications

You can always be part of the process, work online with information and documents, wherever you are comfortable. Mobile workplaces iEOS, EOSmobile (Android), "ARM Manager" (Windows) will allow you to work with tasks and documents, make decisions and manage the process from anywhere in the world.

Modern and ergonomic user interface

The system allows you to customize the user interface flexibly, for various scenarios of working with documents and tasks, without using programming tools. In the standard system configuration, workstations for secretaries, specialists, assistants and managers are configured.

EOS for SharePoint combines the capabilities and advantages of classic Russian SED with the functionality of the Microsoft SharePoint ECM platform.

Public services and citizens' appeals

Through integration with SMEV and the Unified Portal of Public Services (EPSU), the system provides a comfortable environment for the execution of applications, interaction and exchange of electronic documents as part of the provision of state and municipal services.

Technical Benefits

Personalisation of content

Thanks to adaptability, EOS for SharePoint SED can be configured at various levels: from the attribute in the document card to the business process diagram of any complexity, with visualization of the process execution for each performer.

Cross-platform

EOS for SharePoint ensures cross-platform compliance, reduces licensing fees and minimizes risks associated with economic sanctions.

Open Source

You can create an easy-to-use system using the capabilities and resources of the Microsoft SharePoint platform.

Support of multilingualism

EOS for SharePoint allows you to translate the system interface into the required language (English, French, Kazakh, Ukrainian) with minimal effort. Translation into other languages.

Easy maintenance and rework

All configuration and modification of the interface, content, business processes is possible by regular IT specialists without programming.

Maintenance and Update

Maintenance, system update, consultation of system specialists, free of charge within a year from the moment of implementation. Further annual maintenance is 20% of the cost of purchased EOS for SharePoint licenses.

EOS for SharePoint is also available for SMB sector, i.e. SMB!

Starting with EOS for SharePoint 3.3, the Microsoft SharePoint Foundation platform is officially supported, which is a free to the operating system Windows Server application designed for small organizations and departments that require an inexpensive entry-level solution or a pilot solution to provide a secure collaboration environment through. Internet

EOS for SharePoint for Foundation has full version functionality for SharePoint Server, the main differences are embedded in the versions of the platform itself.

EOS for SharePoint 4.2

On March 21, 2016, EOS announced the release of EOS for SharePoint 4.2. The main changes are interface and efficiency.

Changes in version 4.2 affected:

• user workplace interface,
• document creation and reconciliation processes,
• setting of card elements,
• work with files, orders,
• ways of displaying workflows,
• report forms, logging changes to different system objects
• much more.

Preparing the release, the developers paid considerable attention to the "friendliness" of the interface, added additional features to the system that improve usability. These improvements, according to the creators team, increase the level of comfort of users and help to use the system as efficiently as possible.

EOS for SharePoint 4.2 provides additional options for customizing the interface:

• Sets the display of tabs in document, project, and task cards
• you can change the list of tabs on the card, the title of each tab.

The overall design of document and project cards has changed. This version of EOS for SharePoint refines the interface of some workstations:

• special control panels with units facilitating access to the main operations and information in the system have been added to the recorder and controller PCs.
• employee photos are supported.

In EOS for SharePoint 4.2, user photos are additionally displayed in the "tree" of the order and the route of the collaboration workflow - an employee who participates in collective work in the ECM system perceives his colleagues visually, in addition to associations with a surname and name. According to experts, photographs "humanize" the system and bring elements of socialization to business processes.

Added several tools for daily user work:

• Task view has changed in the workplace. New tasks are now highlighted in bold so that the user immediately draws attention to them.
• allows you to view attachments (similar to the existing one in the document card) - now the files attached to the document or project can be viewed in full-screen mode, opening them directly from the list.

Options for Viewing Files in the Workplace

• Full screen preview of attachments
  • A new file creation dialog appears - you can now create template folders and select file name templates on the system. Automatic renaming of a file by template is also supported.

• dialog box when creating files.

Added items to improve card information. Document submission statuses have appeared:

• "Not sent,"
• "Return."

Links to linked documents are displayed hierarchically in the master record, and you can select the grouping type.

Displays related documents in the card. A new status has been added to the order process - "Non-execution" of the task by order with the possibility of setting up (the conditions under which the user can refuse to execute the task are defined). The Controller has the right to cancel orders.

In the version, a function for clerks and supervisors appeared - automatic calculation of the period that was required to complete the task and the number of days in arrears. Now, when you view tasks, you can see not only their status, but also more detailed information about the execution.

The release included 15 report templates.

All reports from EOS for SharePoint can be uploaded to Excel, where they can be displayed graphically. The presentation of reporting forms in this format provides the analytical information contained in the report in more detail and clearly, which facilitates its perception.

In version 4.2, objects and operations appeared that log user actions.

Changes in the EOS for SharePoint version affected the design of the workflow launch form, the alert system, report forms (expanded list of reports by user roles), the mechanism for verifying some fields, etc. In the near future, the system will be supplemented by the CMEA support module (Electronic Interaction Server).

2015: EOS for SharePoint 4.1

On October 21, 2015, Electronic Office Systems announced the release of EOS for SharePoint 4.1.

The product has made improvements in usability and added tools to increase efficiency.

Screenshot of the program window (2015)

In EOS for SharePoint 4.1, developers have improved the way information is displayed in sections of the system user's desktop: in the unit for quick viewing of active tasks at the user's workplace, when the cursor hovers over a specific task, a pop-up unit appears with detailed information (information about the order author, controller, executors, registration data, etc.). This allows you to get an idea of ​ ​ the task without opening it in a separate window, which saves time.

A tool has been created for viewing attachments in full-screen mode - their preview is now available directly in the document card using Office Web Apps, and it is not necessary to open each file separately.

In this version, the design of the user workstation has changed and there are additional options for configuring the individual interface. You can now select one of the available design templates based on different color schemes. You can also add a background to the desktop in EOS for SharePoint, which will give the workplace individuality.

Changes in the interface affected dialog boxes, task forms for documents and orders, selection of items from directories and the list of users. For example, in the file cabinet, you can now control the disclosure of the "order tree" - the user can choose the desired level of disclosure.

In the version of EOS for SharePoint 4.1 the usability of execution of tasks is improved (coordination, a statement, execution, acquaintance and so forth). Now available options of actions by consideration, acquaintance and performance of a document can be adjusted depending on requirements at the level of a card file of documents.

Assignments and teamwork: new logic and additional functionality

Changes occurred in the work with orders - the logic of working with this object type has been updated. You can now create recurring order proposals and print forms for order proposals. It also became available to create a document to execute an order task and register the parent order for the current order in the system.

The changes affected the mechanism for performing tasks to familiarize themselves with documents, the policy of users' rights to create orders and write-offs, control modes for the rights to create orders, the logic of working with electronic signatures in orders, attaching drag & drop files, printing barcodes (it became possible to print arbitrary text over the barcode, document number and date), etc.

Some technical changes in EOS for SharePoint 4.1 have allowed you to speed up and simplify the user's work. Use "client" rendering of fields and input areas, which helps to speed up display and update information of dialog boxes and forms without completely restarting the page. Support for customizable workstations and enhanced filter capabilities in the new version make the user experience more comfortable and productive.

Changes in the new version of EOS for SharePoint affected not only the main functionality of the system, but also service capabilities - it became easier and more convenient to work with the SED configuration unit: a single list of system settings appeared that allows you to work with the parameters of all file cabinets on one page. Additional settings have also been added to the delegation block. In addition to the previous user replacement function (for example, in the case of a temporary absence of a primary employee), EOS for SharePoint 4.1 has the ability to combine positions. To support full-fledged teamwork, the function of informing the user about the appointment of an assistant, deputy, combination and transfer of tasks to him was added.

The company will present the EOS for SharePoint 4.1 version at the Autumn Document Management - 2015 conference.

2014: EOS for Share Point 4.0

EOS for Share Point 4.0 runs on the Microsoft SharePoint 2013 platform - a solution that is technologically significantly different from its predecessors, and one of the important changes here was the expanded capabilities to create a unique corporate style and design. It was the technological innovations of the new platform that formed the basis of the fourth version of the ECM system from EOS .

To release a new version of the EOS solution based on the results of the internal competition, he chose the Interactive Design Laboratory company specializing in the development of interfaces. As a result, emphasis was placed on maximizing the usability of the system.

For EOS for Share Point 4.0, a new design template was developed, visually resembling the standard design of SharePoint 2013, but nevertheless completely different. All changes were subject to the principles of improving the usability of the decision. To achieve the desired results and make the EOS for Share Point interface as friendly as possible, EOS conducted interviews with users of the solutions, collected and analyzed their wishes, and in accordance with the information received, the main parameters of the interface were revised.

EOS for Share Point uses a minimalist design, and it will be the same for almost all devices, which will make the transition from one device to another "seamless," invisible to the user. Also, the developers updated navigation, created special three-level filters.

"In EOS for Share Point 4.0, we offer two completely new concepts, two new approaches to creating an ECM system. The first is the presence of a single universal workplace, "says Yevgeny Chervyakov. "Its main purpose is to provide the user with a single interface, thanks to which you can work with any of the modules, and do this in a familiar, understandable and convenient way."

An arbitrary number of sections are now located in the workplace, depending on the user role. In addition, we added a dashboard to the main page of the workplace - a special set of widgets that allows you to present a large amount of data in a visual and concise, and therefore easy-to-perceive form - for example, on the tasks facing the employee and their status. All innovations are focused on minimizing the number of clicks, transitions and allowing the user to focus on the most important information and actions.

EOS for Share Point 4.0 is a "boxed" solution with extensive customization capabilities that enable you to tailor your system to your unique business needs. If your company is more comfortable using a "box" solution, you can use any of the five work center options that are originally configured for typical tasks for a specific employee category. If the structure and tasks of the company require non-standard approaches, then it is easy to create jobs based on basic jobs that meet the requirements.

In the new version of the solution, the functionality has undergone significant changes. In particular, there have been significant changes at the "functional" and "technological" levels.

An important innovation in the field of functionality was the announcement of the File Storage module. With it, you can organize the storage of any type of document - from accounting invoices to the storage of internal regulatory documents. Information from the repository will be available to all employees who have access to the corporate portal, and not just to the SED. The File Warehousing functionality allows you to configure the interaction between the enterprise portal and the SED by organizing a single search location on the desktop. In addition, the File Store has created directories that can be used to configure access, delegate access control rights, and grant access automatically. An important feature of the module is its independence from SED and the possibility of separation - this approach allows you to use it separately to organize a repository of documents on the corporate portal SharePoint.

2011: EOS for Share Point on Microsoft SharePoint 2010

System description is available here

2008: EOS for Share Point on Microsoft SharePoint 2007

System description is available here