SharePortals Implementation: Setup & Support Services
Get the most out of SharePortals with our expert-led deployment, training, and support. Whether you're starting fresh or enhancing an existing setup, If the standard template is not entirely right we’ll tailor the solution to your specific needs.
Ongoing Support
Dependable Aftercare - We don’t walk away after go-live.
SharePortals isn't a static solution - it evolves as your business does. With our post-launch support, Betasoft can ensure that you’re always getting the best out of your setup.
SLA-backed support packages
Monthly or quarterly periodic health checks
Feature Upgrades & Compatibility Reviews
Workflow audits & usage reporting
Access to documentation & support portal
Advice on licensing & expansion
Support isn’t just about fixing things, it’s about futureproofing your solution - contact our team today >
Workflow Integrations
Turn manual tasks in Microsoft 365 into automated workflows.
With Microsoft Power Automate and Logic Apps, Betasoft builds purpose-made automations that save time, reduce errors, and improve consistency across your business.
Typical Opportunities for Automation:
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Automated approvals and document routing
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Notifications for task updates or new client records
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Email-to-entity conversions in Outlook
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Integration with Microsoft Lists, Forms, and Planner
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Scheduled reports or data syncs
Betasoft delivers bespoke automations that are proven under pressure. We can implement adjustments based on real-world use and feedback, allowing your automations to grow and change with your business.
Reducing your dependency on manual tasks, saving your business time and money - contact our team today >
Training & Onboarding
Empower your users and adopt SharePortals with confidence.
We offer tailored training to ensure everyone in your reporting structure - from admin teams to leadership - knows exactly how to get the most out of the SharePortals platform.
Training Formats Include:
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Remote interactive virtual training sessions or on-site sessions in your premises
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Role-specific walkthroughs (admin vs user) for targeted learning
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FAQs and best practices documents that support all ability levels
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Periodic follow-up Q&A sessions after your SharePortals launch
Betasoft makes SharePortals learning materials available in the form of usage guides and recorded demos. Accessible reference materials help grow confidence and support independent learning.
Make your team fluent in SharePortals, faster - contact our team today >
Entity Design - Projects, Clients, Cases, Contracts
Metadata config for better search & structure
Views and dashboards tailored to you
Permissions and role-based access setup
Automations and Stage Management
Data migration or legacy system integration
Deployment & Setup
Get it right from the start with installation by Betasoft
The deployment of SharePortals to your Microsoft 365 tenant is straightforward and completes in less than 5 minutes. However, in some rare occasions individual tenant configurations require our input and assistance.
During the install process you select from one of the pre-defined templates. Once deployed we can help or guide you to change your template solution. Although it is easy to customise SharePortals, our experience with the platform and other customer installations can get you to where you are even quicker.
We’ll configure SharePortals to reflect your real-world workflows - contact our team today >
Your Implementation
Journey with Betasoft
1. Discovery & Scoping
We identify your workflows and key pain points.
2. Setup & Configuration
We configure SharePortals to your needs.
3. Training & Rollout
We train your team and support go-live.
4. Review & Optimisation
We track performance and refine as needed.
The majority of our SharePortals implementation projects go live within 2-6 weeks, depending on the scope and size of your business needs. Typical implementations follow a step by step process, beginning with a structured discovery meeting.