Article published on the 7th of June, 2023.
Business modules are at the very core of WorkPoint. Each business module in WorkPoint 365 focuses on a specific area or aspect of business operations. For example, modules may be dedicated to, project management, case management, contract management, or HR management, among others. These modules are designed to streamline and optimize processes within their respective domains, providing a structured and efficient approach to managing relevant data and workflows.
Organizations can choose and configure the specific business modules within WorkPoint 365 that align with their requirements, allowing them to create a comprehensive and customized solution for their business processes. The modular approach offers flexibility and scalability, enabling organizations to expand their usage of WorkPoint 365 as their needs evolve.
Business modules are SharePoint lists, which contain items referred to as "entities". Entities may or may not link to individual entity sites. On these entity sites, users can store documents or other items, set up appointments, create tasks, register risks, and much more.
The following image shows the business module structure of the standard WorkPoint Project Management solution.
Examples of business modules in the image above are Companies, Projects, and Contacts.
This image exemplifies a structural hierarchy of business modules; The Companies module is at the top of the hierarchy, and the Projects- and Contacts modules are child modules of the Companies module. This serves multiple purposes, an example of which is with the use of mail merging and document templates, as well as providing general structure and order to the WorkPoint solution.
The Companies and the Projects business modules host list items, which as previously mentioned are what we refer to as "entities". These entity list items contain meta data for the entity. Examples of these are the Project ID and title of a project, or a title and VAT number of a company.
In many cases, entities also contain links to associated entity sites. These sites are where documents, tasks, events and other items related to the individual entities are stored. Examples of these could be a Project site which contain documents for project descriptions, a project plan, as well as journalized e-mails and appointments related to the project.
In the example in the image, you will notice that the Contact entities do not link to entity sites. This is because in this setup, all contacts are simply list entries on the Contacts business module, as sites for contacts are not necessary. In this example, we simply need to store some meta data for contacts, such as name, address, and so on.
Note that the WorkPoint system automatically sets up navigation between business modules on the solution. On the solution, both the structural hierarchy of the business modules and navigation elements can be found in the "Home" side panel, which looks like the following: