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DMSforTeams: a fresh look at using Microsoft 365 as document management system

Epona logoThe sharp minds at Epona realize that for information to work for you, it needs liberty. It needs freedom. No lock-in from another 3rd party vendor database in the cloud. Employees need to be able to access content through applications they know and love natively.

Since most companies heavily invested in Microsoft 365 using Outlook, Word, Excel, and Teams, it makes sense to store all matter or project-related content in the firm's own tenant of Microsoft 365, leveraging this investment without having to manage the complexity and cost of multiple products and vendors for a comparable solution set.  

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With Epona DMS, and the new DMSforTeams, you have the flexibility and efficiency in viewing, working, and collaborating on your content where it makes the most sense: within the Microsoft365 environment. 

View, collaborate and share DMS data natively in Teams with DMSforTeams

We spoke to Ed Bergstrom, Director of Channel Sales at Epona and a veteran of DMS and information management solutions in the legal sector, about what DMSforTeams means for law firms and Corporate Legal departments. Ed: “When Covid struck, and employees were forced to start working from home, people realized they needed to access and collaborate on their work easily. Most companies already have the Microsoft 365 suite. Teams became an easy choice. According to Microsoft, since Covid, Teams now has some 250 million active users. Please see Security and Microsoft Teams

Epona has developed DMSforTeams, allowing firms and companies to work and collaborate on and safely share information from Teams with the ease and functionality of a full-fledged legal DMS. The data stays in their own Microsoft 365 tenant, giving them full control of location and security. Additionally, Teams gives them universal and device-independent access.  


Benefits for both IT and employees

DMSforTeams also benefits IT, administrators, according to Ed Bergstrom: “The employee advantages are evident: ease of access, all information in one single Teams app or interface of choice, easy collaboration and even sharing with external parties like outside council with Teams Shared Channels. But for IT administrators, I believe we can tackle a major time consumer: the sprawl of network folders! Managing a vast and ever-growing number of network drives and managing the associated rights is time-consuming. 

People would always need help from IT to set up a network folder, manage rights and get access to it. Now, users who can open their own Sharepoint library or Teams channel can manage all that themselves. IT knows the data is safe because it remains in their own 365 tenant, and correct governance rules are automatically applied. This is a major time-saver and safety net in regards to compliance and digital safety.

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Epona team

The Epona team at ILTACON'21

The trust of partners

The DMSforTeams advantages didn’t just catch the eyes of the legal community. Partners of Epona also immediately sparked interest in offering this unique solution to their customers. One of those partners is CP Advantage: “We are very excited about the Epona partnership. Their innovative document management solutions can be tailored to specific business needs and are fully contained inside a client’s Microsoft 365 tenant. Microsoft is a clear market leader in providing the foundation elements to counter the increasing number and complexity of cyber threats and compliance requirements faced by businesses today. Coupled with the services offered by CP Advantage, this combination can be a game-changer for firms that have traditionally had to manage multiple products and vendors for comparable solution sets. Reducing the number of products needed to do business and streamlining operational processes are effective ways to improve ROI and simplify how security and compliance requirements are met.” said John Judas, Principal at CP Advantage LLC.

If you want to learn more about DMSforTeams, visit booth #2227 at ILTACON or click here.


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