AIMS increases collaboration and efficiency with iGlobe's Office2SharePoint for Outlook add-in

Aiming to make documents secure and accessible 

With a large network of independent qualified accountants, AIMS provides SMEs and their clients across the United Kingdom with access to a network of about 200 professional accounts who work for AIMS on a franchise level. AIMS provides its accounts with top-of-the-line IT support, processes, and guidance so they can support their clients with exceptional financial advice and services. It is crucial for the network professionals to use cutting-edge IT tools that make their processes and workflows easier.

AIMS needed a way to provide its employees and franchise holders with secure, centralized, and structured access to important documents and files. 

Enhancing workflow and visibility with Office2SharePoint for Outlook

After looking into various solutions to address its needs, AIMS chose iGlobe’s Office2SharePoint for Outlook. Head of AIMS IT Support Robin Dinerstein said, “We use the Microsoft Office platform throughout our company and were looking for a secure and compliant app to help us utilize the platform even more and organize the many, many emails and documents produced every day by our employees and network of accountants. Office2SharePoint for Outlook was not only the perfect app for this, but also a Microsoft 365-certified app, which was important for us.” This certification confirms that a solution is compatible with Microsoft technologies, compliant with cloud app security best practices, and supported by Microsoft.

Based in Denmark with a motto of "One click will do the trick," iGlobe helps drive positive workplace transformation by delivering state-of-the-art extensions, apps, and add-ins for Microsoft 365. The company’s Office2SharePoint for Outlook enables users to easily store any email or document in SharePoint, OneDrive, or Microsoft Teams with just a click – whether they are on the go using a mobile phone or at their desk. Users can choose to store an entire email correspondence thread or part of a thread as a PDF together with any related attached files.  

With Office2SharePoint for Outlook, AIMS spends less time and resources looking for historic correspondences and important documents. With just one click, employees can save any email dialogue from Outlook to a designated folder in SharePoint. 

Improving teamwork and efficiency

Office2SharePoint has also increased team collaboration and efficiency across departments. Dinerstein said, “We save a lot of time with this app and a lot of back and forth looking for emails and important documents. Now we have all the important information centrally located for all to find. We have easy access and collaboration across teams and locations.

“I do not want our employees or our accountants to each have emails in their inboxes taking up space and not be able to find an old correspondence. With Office2SharePoint we can now make sure everyone saves important emails and files directly in our structured SharePoint folders so they themselves and our management can easily locate them for any historic inquiries.” 

Office2SharePoint is deployed directly from the Microsoft 365 admin center, requiring no installation. Ease of use and deployment were the main drivers for Dinerstein choosing Office2SharePoint. 

“Any other similar application we looked at had many missing key points for us. Office2SharePoint is very easy to use as admins – for example adding new users with just a few clicks,” Dinerstein said. “We also appreciate that we do not need to do any development ourselves for it to work for our company. And then it only takes three clicks to implement and start using.

“The ease of use and smooth workflow between Outlook, SharePoint, and Teams are amazing. Even the purchase in AppSource and implementation was easy.”