Rev up Your Automotive Workflows with KanBo Document Sources

Document Sources

Document Sources is perfect for users in the automotive industry, where smart factory operations and cross-functional collaborations are key. With Document Sources, you can easily link to pre-existing documents in different libraries, assign them to cards, and access them across different boards. Plus, permissions from these libraries have priority over the board, ensuring that sensitive information remains protected.

Here are some examples of how Document Sources can be used:

• You can connect user private OneDrive for Business space, allowing you to share documents securely with specific team members.
• You can connect libraries from different Site Collections, Web Applications, and even Farms. This virtually unlimited flexibility ensures that the accessibility of your files is never compromised.
• Many boards can use one common SharePoint Document Library, eliminating the need to duplicate or replicate content across various teams or departments.

For automotive industry professionals looking to enhance their daily workflows, Document Sources is an essential feature worth exploring. By standardizing sales and retail processes, optimizing projects, and facilitating cross-functional collaborations, KanBo ensures you stay ahead in the fast-moving automotive 4.0 world.

So rev up your workflows with KanBo Document Sources today!

Use case

Let's take a closer look at how Document Sources can benefit a Process Manager working in the automotive industry. Imagine you're leading a project to design future-proof sales processes for your company's overseas region. You have a team of sales and marketing professionals across different regions, all working remotely. With KanBo Document Sources, you can streamline communication, increase efficiency and simplify workflows, making this project a resounding success. 

First, you create a new board in KanBo for your project and add your team members as members of the board. Then, you register all existing sales-related SharePoint Document Libraries in Document Sources within KanBo. You can easily check the permissions for each library and tailor access for different users. By doing this, everyone working on the project will have access to all relevant sales documents in one place, making it easy to collaborate in real-time and keep track of the latest updates. 

Now, you create cards for each task in the project, such as "Market Research," "Evaluation of New Sales Model," and so on. You attach relevant documents from the Document Sources to these cards, providing team members with easy access to all the necessary materials. As you move through project phases, you assign cards and tasks to specific team members and set deadlines. 

And the best part is that KanBo integrates seamlessly with Microsoft Office, so you can use your existing skills with Word, Excel, and PowerPoint to create, edit, and share documents in KanBo Document Sources. By leveraging this powerful integration, you can work more efficiently and effectively, saving valuable time that can be dedicated to designing future-proof sales processes. 

So, as you can see, Document Sources is simple and easy to use. By consolidating all your existing documents in one place and making them easily accessible, KanBo bolsters collaboration, increases productivity, and enhances workflows for the modern automotive industry. 

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