• Access Control
  Control access to documents and folders in the workspace on a per user basis or based on specific user roles either inside or outside your organization.
• Version Control
  Maintain and access incremental versions of documents as they are modified throughout the collaborative cycle.
• Enhanced Publishing
  Automatically publish common documents or entire folder trees from a central repository. Notification e-mails are sent out automatically to chosen recipients when documents are updated.
• Integrated Desktop
  Seamlessly drag and drop documents between your desktop folders and workspace folders. Web Folders appearing on your desktop permit you to edit documents in place right from the workspace.
• Key Documents
  Identify documents critical to the collaborative process, to be highlighted in portal views to either internal or external users.
• Audit and Usage Reports
  View audit records of when documents were accessed or modified and by whom. Get aggregate reports across workspaces showing document usage statistics, filtered by internal or external users, over varying time periods

• Critical Tasks
  Overdue and critical action items are highlighted for users on summary pages to help keep the workflow moving along on schedule.
• Notifications & Reminders
  E-mail notifications and periodic reminders for key deliverables are automatically sent out for both internal and external users, so everyone is kept in the loop.
• Overviews
  Get a consolidated view of actions items across all your workspaces, filtered by their current state or priority as desired.
• Update via E-mail
  Authorized users can use email to easily mark action items complete or update comments.
• Milestones
  Easily determine which workspaces are on target to hit pre-defined milestones via color-coded indicators and which collaborative processes require attention.

• Custom Lists
  Set up lists as collaborative needs demand, with access control definable per user or role.
• E-mail based Interaction
  Discuss key issues directly via e-mail while the system automatically maintains a viewable archive of all messages, grouped into their respective lists.

• Online and Offline Meetings
  Keep track of both online and offline meetings in one central location. Kick off online, real-time collaborative meetings from within the workspace through WebEx.
• Notifications
  Meeting participants receive e-mail notifications about new and modified meetings with all relevant meeting details.
• Meeting History
  Historical records of past meetings, both online and offline, are retained so that the entire history of the collaborative process is maintained within the workspace.
• Integration With Outlook & Lotus
  Meetings set up in the workspace can be integrated into your Microsoft Outlook or Lotus Notes Calendar. Similarly, meetings set up in Outlook or Lotus which are part of the collaborative effort can automatically be added to the workspace.

Universal Functionality

• Audit Reports
  Get detailed, document based audit reports to see who accessed or modified a particular document and when it was modified.
• Usage Reports
  Track document usage statistics across workspaces, filtered by internal or external users, to help gauge the relevance of distributed documents.
• Business Metric Reports
  Create and save custom reports based on business metric values in your workspaces. Define custom filter criteria, roll up aggregate values and pick and choose metrics to use in each report.
• Export to Excel – Export all report data to Excel for access offline or to maintain historical snapshots.

• Excel
  Contacts, report data, action items and metrics can all be exported into Excel for offline access. Business Metrics can be updated in Excel offline and the workspace will be updated when the Excel file is next uploaded.
• Calendars
  All meetings set up inside workspaces are also shown in your Outlook or Lotus Notes Calendar and similarly, meetings related to the workspace created in Outlook or Lotus will automatically be displayed in the workspace.
• E-mail
  Reminder and notification e-mails for action items, published documents, meetings and discussion list postings all show up in your desktop email client, allowing you to stay informed even when you're not connected to the workspace.
• Web Folders
  Authorized users can edit and create documents right on their desktops, using their favorite applications, and have them seamlessly show up in the workspace using Web Folders. Users can also drag and drop files into the workspace using Web Folders.
  
  

• Workspace Creation
  When creating workspaces, copy template information such as user roles, action item lists, milestones, metric fields and documents from any one of your existing workspaces or automatically publish common documents and folders from the library, allowing you to duplicate business processes across workspaces with a few clicks.
• Workspace Administration
  Setting up new users, roles, permissions and features is handled through intuitive, easy-to-use wizards, without requiring IT support.
• Co-branded Views
  Set up custom views on top of your workspaces, co-branded specifically for individual customers, partners and vendors. Control the features, layout, colors and logos used to define each workspace and extranet site with a couple of mouse clicks.

• Executive Overview
  The Executive Overview page is designed to let managers gain visibility into all the workspaces they oversee. It highlights overdue action items and milestones and presents aggregated business metrics with the ability to drill down to the workspace level figures if required. Workspaces can be arranged into custom hierarchies reflecting geographic regions, sales territories, departments, partners, products etc.
• First Glance
  The First Glance page for each workspace is designed to provide end users with a summary of the critical information they need to move along the collaborative process. Key documents, critical action items, business metrics and workspace messages are consolidated to allow the user to obtain a complete view of the workspace's state on a single page.

Additional Benefits

• Import
  Easily import contacts from Outlook, ACT or any delimited text file format, avoiding the need for time-consuming data entry.
• E-mail
  Send out email from within the workspace to multiple people on your contact list.
• Share
  Share selected contacts required by other users within the workspace, while maintaining your own private set of contacts for personal use.
• Associate
  Associate contacts with one or more workspaces so that you always have a complete list of the people associated with the engagement or relationship the workspace represents, even if they are not active users.

• Customizable Fields
  Define specific attributes you want to track for each workspace: Dates, Custom Lists, Text, Money, Numbers, etc.
• Formula Fields
  Define custom formulas based on metric fields, to provide extended information.
• Aggregate Rollups
  Define totals, averages or any other type of aggregate summary to be displayed when rolling up numbers across your workspaces in reports and on summary pages.
• Reporting
  Create reports based on your business metrics, aggregated across filtered sets of workspaces. Save shared, custom report definitions which can be used later with real-time metric data.
• Offline Access
  Download business metrics into an Excel spreadsheet, view and update the values offline, and then upload the new values back to your workspaces.