Integrated Team and Client Workspace solutions
Integrated team and client workspaces enable professional services firms to improve client service. They empower people to collaborate online with one another and with clients to deliver high-quality, personalized service and results. Team and client workspaces can also help consolidate information, foster sharing of ideas, and provide access to the firm's intellectual capital. Integrated team workspaces provide a collaboration environment for teams in a firm focused on a specific project—a legal matter, a consulting engagement, or other project. Integrated client workspaces, or client extranets, are external-facing project portals that provide clients with secure access to shared documents.
Microsoft and its partners develop innovative, integrated team and client collaboration solutions. With the help of these solutions and technologies, professional services firms can build online workspaces that boost connections within teams, improve communications with clients, produce better service solutions for clients, and heighten client satisfaction.

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Business challenges
The professional services sector of the global economy has grown enormously in the last 30 years, and the Internet makes it easy for clients to find firms in this crowded market, whether those firms are in Fargo, North Dakota, or in Patna, India. To differentiate themselves today, professional services firms must nurture close relationships with clients, collaborate effectively, control and manage both content and risk, and exceed clients' expectations in quality and timeliness of deliverables.
As pressure increases to deliver high-quality service to clients more quickly and at lower costs, professional services firms face many obstacles:
| • | Coping with rapid content growth: Time spent searching for, sifting through, organizing, and managing information takes away from time teams could use to fine-tune advice and ensure quality of final deliverables. |
| • | Improving team collaboration: Without effective tools for collaborating across multiple departments and locations, team members are forced to spend valuable time maintaining accurate versions of documents, arranging and holding meetings, and waiting for content during lags in workflow or bottlenecks in review cycles.
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| • | Removing impediments to mobile worker productivity: Remote worker productivity is limited by firewalls and poor connectivity. Many professional services teams have adopted team sites to collaborate within the corporate firewall, but still use e-mail and the telephone to work with team members and clients outside the firewall. Real-time collaboration across firewalls via e-mail is limited by lack of version control, difficulty connecting, and the absence of accountability tracking. These limitations not only reduce individual productivity, but they also hamper team collaboration, slow down progress on deliverables, and disrupt project schedules. |
| • | Giving clients visibility into projects: Clients have little or no visibility into the status of project deliverables and tasks, which reduces client satisfaction and requires teams to spend more time reporting this information to clients. |
| • | Addressing inefficient, cumbersome reporting on projects: Internal project status reporting is often labor-intensive and time-consuming due to the lack of adequate workflow processes and the automation of routine tasks.
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| • | Managing risk and compliance: Professional services-related decisions and documents are subject to a heightened risk of litigation and damaged reputation stemming from the delivery of flawed advice or noncompliance with industry regulations. New regulations have increased the risks of transferring and storing sensitive client data, increasing the need for firms to provide data assurance. |
Solutions
Integrated team and client workspaces built using the 2007 Microsoft Office system can help professional services teams efficiently deliver high-quality customer service.
| • | Integrated team workspaces provide client services teams with an intra-firm collaboration environment focused on a specific project—for example, a legal matter, an accounting or consulting engagement, or an architectural, engineering, or IT services project. The workspace portal integrates all existing firm systems for document management, billing and invoicing, financial reporting, and instant messaging, providing team members with a holistic view of the project, and fast, easy access to all information necessary for timely and successful completion. An integrated team workspace also enables global virtual teams to assemble around a project to better serve the client's needs. |
| • | Integrated client workspaces, or client extranets, are external-facing project portals that provide clients with secure access to shared documents. Clients see only the information they should see—what has been delivered or changed, how much has been or remains to be paid, and so on—enabling the firm and the client services team to better manage the client's experience of service. Client workspaces also enable interactive collaboration between a client services team and clients, helping teams to fine-tune projects and deliver the expertly tailored service solutions clients demand today. |
By using both integrated team workspaces and integrated client workspaces together, professional services firms can significantly enhance the quality of their client service
The workspaces and Office system technologies help in four areas:
| • | Collaboration and communication: Integrated team and client workspaces enable teams within your firm to collaborate effectively, and they enhance communication between your people and clients. | • | Microsoft Office SharePoint Server 2007 team sites help teams find and share information on project tasks, issues, history, and deliverables related to clients and engagements. Client extranet sites give clients visibility into their projects, helping to ensure they are informed and dependably updated about progress and changes. | | • | Messaging and communication tools simplify communication and enable real-time collaboration beyond traditional technical and organizational boundaries—both among team members, and between team members and clients. |
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| • | Mobile and offline capabilities: Powerful mobile and offline connectivity capabilities can help remote workers stay productive, which means teams can meet their targets and schedules. | • | Microsoft Office Outlook 2007 provides an offline view of project information stored on an Office SharePoint site. | | • | Microsoft Office Groove 2007 enables offline access and peer-to-peer synchronization. |
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| • | Integrated workflow: Streamlining assignments, approvals, and project reporting helps teams meet their promised goals on time, and it helps ensure document security. | • | Workflow tools streamline approvals, track status of project deliverables, and enable timely and accurate project reporting. | | • | Microsoft Office SharePoint Server (MOSS) 2007 and Microsoft Windows Rights Management Services (RMS) for Windows Server 2003 help your people gauge the similarity of client projects to previous projects to enable your people to apply best practices, reuse knowledge, and better understand a client's unique needs, helping you cut costs while increasing customer satisfaction. | | • | Tools to automate task assignments and alerts free your people for more valuable tasks. |
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| • | Security and risk management: Professionals can minimize and manage risk and improve compliance through better control of who has access to data and information, more effective application of document retention policy, and clear audit trails to make professionals accountable for their situational judgment. | • | Version control can capture document history and prevent unintended circulation of multiple copies of documents. | | • | MOSS 2007 has role-tailored site templates that limit who has access to specific forms and workflows and, when integrated with Rights Management Server and Exchange Server 2007,limit who can see and edit e-mail messages and document content. | | • | Electronic forms and standardized review processes enabled by Forms Server and the Windows Workflow Foundation make it easier to accept and monitor client work that fits firm guidelines and regulatory policy. |
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Case studies
Read these case studies to learn how team and client workspaces have helped professional services firms.
Agility
Agility, an international logistics company, used the 2007 Microsoft Office system as its project and portfolio management solution to support its recent global expansion. The collaboration solution used Microsoft Office SharePoint Server 2007 and helped streamline business processes and enhanced employee productivity.
Read more professional services case studies.
Business benefits
An integrated team and client workspace solution based on the Microsoft Office system can help professional services firms:
Keep both clients and team members up to date on tasks, issues, and case information
Good communication among team members, and between teams and clients, is essential to the completion of high-quality projects and to client satisfaction. With an integrated workspace solution, everyone involved in a project can stay informed and connected, helping to ensure that schedules are met, issues are addressed, and goals are achieved.
Retrieve information about cases and clients more quickly and easily
All information related to a project can be shared on a single integrated team workspace—documents, supporting cases and studies, team calendars, lists of specialists who have contributed to the project, and billing information—which means less time spent searching for client and project information.
Increase mobile worker productivity when offsite or in areas with limited connectivity
It's not only individual team members who benefit from connectivity when offsite, but entire teams as well. Real-time communication and peer-to-peer synchronization of data enable teams to move forward confidently with projects.
Collaborate offline and across firewalls securely
As team members collaborate in a workspace, Office Groove 2007 works in concert with Office Groove Server Relay to keep each team member's copy of the workspace synchronized, even if no two users are online concurrently. The data within each Groove workspace is always protected by 192-bit advanced encryption system (AES) encryption, whether it's stored on a team member's local disk, being transferred between client workspaces on the network, or being temporarily stored on Office Groove Server Relay.
Share and reuse information to take advantage of the firm's intellectual capital
When teams don't have to generate new documents for each client or project, they can focus their time on responding creatively to unique client needs.
Spend more time on strategic, high-value work
Integrated workspaces, client visibility, synchronization of data, real-time communication, automated tasks, and integrated workflow free your people for high-value work, such as strategizing, innovating, and fine-tuning client projects.