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Conquer Your Construction Project Workflows with Newforma Microsoft Connectors 

March 27, 2024

Don’t Disrupt, Unite Your Point Solutions!

Tired of juggling multiple software tools and dealing with the chaos it brings? We got you! 

Gone are the days of juggling multiple software tools and drowning in endless email threads. With Newforma Connectors, integration is seamless, and efficiency is paramount. These connectors integrate with your existing tools such as Outlook, Microsoft Teams, SharePoint, Word, Excel, and more, ensuring a smooth workflow for you and your team. 

Newforma’s Microsoft Connectors not only eliminate the need for manual data transfer but also ensure continuity across various stages of the project lifecycle. 

They can unite point solutions without disrupting existing workflows; redefining the way information is shared and recorded. Whether you’re a devout user of Outlook, Microsoft Teams, SharePoint, Word, Excel, or other tools, Newforma has you covered. Say goodbye to the chaos of switching between different applications and hello to a more streamlined workflow. 

Let’s delve deeper into some of the standout features and functionalities of Newforma Microsoft Connectors: 

Microsoft Connectors Highlights

Effortless Project Email Filing

No more excuses for missing important emails! Newforma’s Microsoft Outlook Add-In empowers users to take immediate action on emails and instantly associate them with their project, enhancing collaboration and communication between teams. With just a few extra clicks, you can file emails directly from your Outlook client into Newforma; filing them as issues, RFIs or submittals and logging them within your project record. 

Enabling immediate action from project emails not only ensures that information doesn’t fall through the cracks but protects firms against the potential of litigation down the road.  By categorizing emails as submittals, issues or RFIs, users can optimize their construction administration workflows; saving considerable time and reducing the risk of oversight. We save you the headache, so you can focus on the things that matter! 

Centralized Project Emails

Navigating through endless email chains can be a frustrating and time-consuming task; especially when you’re on a deadline. 

Newforma’s Microsoft Connectors are all set up to file all of your incoming emails directly into your project email within Newforma; which is a game-changer for AECO professionals working on multiple projects at once.  And, thanks to Newforma’s industry-leading search and filtering capabilities, you’ll quickly be able to find that obscure email in a pinch.  

Think of us as the Google search of the AECO (Architecture, Engineering, Construction, and Owner) industry. We not only store your information in a clean and user-friendly way, but we also allow you to perform deep searches to find the information you need, exactly when you need it. 

Lost that RFI from the contractor on your last project? No problem! Newforma’s deep search capabilities allow users to search through all the contents of your emails; including the content found in your attachments!  By having direct and immediate access to your critical information, usually buried in your inbox, you can stay on top of project communications and decisions, saving you hours of work and frustration in the process. 

Full SharePoint Integration

The Newforma Microsoft Connectors also enable users to work from their Microsoft SharePoint client. This latest innovation streamlines workflows by rendering key internal information readily available within a few clicks, within Newforma. 

Picture this: now you can dive into your SharePoint documents right from the comfort of Newforma. Yep, you read that right – search, open, edit, and save without the hassle of switching between platforms. It’s like having all your project files at your fingertips, ready to go whenever you need them! 

But wait, there’s more! With Newforma, you can take your collaboration game to the next level. Forget having to dig through endless folders to find the right document. Now, you can effortlessly relate your SharePoint files to RFIs, submittals, and Action Items – you name it! It’s like giving your project activities a turbo boost, making sure everyone is on the same page and working towards the same goals.  

And let’s talk about project creation – we’ve streamlined the whole process, so you can kiss those tedious back-end connections goodbye. With Newforma, setting up a new project is a breeze, leaving you with more time to focus on the real issues at hand. 

We also know that security is a big deal. That’s why we’ve got your back with advanced measures like Multi-Factor Authentication (MFA). With Newforma, you can trust that your project data is locked down tight, giving you peace of mind as you tackle your latest project. 

Recording Project Communications Through Microsoft TEAMS

Not all project decisions and conversations happen in emails, Microsoft Teams has made its way into the enterprise by being packaged alongside companies’ Microsoft 365 packages.  

In today’s fast-paced environment, major project decisions are being talked through in Microsoft Teams; and it can have a massive impact on both the project and your firm. And that impact could be a very costly one at that! 

A recent court case in Canada ruled that a “thumbs-up” emoji issued during a confirmation request in Microsoft Teams is just as valid as a signature; citing the need to adapt to the new reality of how people communicate. 

And that’s exactly what Newforma is doing. 

To ensure nothing falls through the cracks and your firm is covered from any potential litigation by archiving, indexing, searching and accessing prior conversations made in a Microsoft Teams channel directly from Newforma.  Thanks to the Newforma Microsoft Connectors, users can not only communicate and work from Microsoft Teams within Newforma, but they also get full access to their project communication and correspondence. What’s more, that information can also be found well after the project has ended and the MS Teams conversation has been deleted. 

By indexing your correspondence, Newforma continues its commitment to the development of a complete project record, saving you from legal disputes by ensuring transparency and accountability within your team. 

Ready to Boost Your Project Performance?

Newforma Microsoft Connectors streamlines project creation processes, eliminating the need to create a new back-end connection for each project. This enhancement reduces administrative overhead and accelerates project setup, allowing teams to focus more on project execution and less on administrative tasks. 

Don’t let outdated workflows hold your projects back – embrace the future of AECO project management with Newforma Microsoft Connectors and embark on a journey towards unparalleled efficiency and success. 

Ready to boost your project performance, reduce risks, and increase profitability? Explore our Newforma Microsoft Connectors today! Take advantage of these powerful tools to enhance your project management capabilities and drive success in your AECO projects. 

Learn more about our connectors in action and see how they can transform the way you work by booking a demo.

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About the author

Carl Veillette
Chief Product Officer (CPO)