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3 min read
Завершується підтримка SharePoint On‑Prem: чому зараз вдалий час перейти на Microsoft 365 та модернізувати інтранет портал
End of Support for SharePoint On‑Prem: Why Now Is a Good Time to Move to Microsoft 365 and Modernize Your Intranet

Microsoft has announced that support for SharePoint Server 2016 and SharePoint Server 2019 will end on July 14, 2026. After this date, security updates for these versions will no longer be released.

For organizations still using SharePoint On-Prem, this is not only a technical milestone, but also a point to review the overall digital workplace architecture — from infrastructure to process automation approaches.

SharePoint On-Prem is commonly used as a foundation for intranet portals, document management, workflows, and internal communications. For this reason, the move to Microsoft 365 should be considered not only as a migration, but also as an opportunity to update and standardize the digital workplace.

SharePoint On-Prem is becoming a challenge for business

SharePoint On-Prem has been a widely used platform for intranets and business process automation. Over time, however, maintaining these environments becomes more resource-intensive.

Organizations need to operate SharePoint farms, typically including multiple servers, backup and disaster recovery components, ongoing administration, and specialized expertise. Changes to existing processes may also require additional development effort.

After support ends, organizations face increased risks related to security compliance and internal IT governance. Without regular updates, systems may become more difficult to maintain in line with audit and regulatory requirements.

End of support impacts include:

  • No further security updates
  • Increased infrastructure maintenance effort
  • Higher complexity of process changes and automation
  • Continued reliance on legacy components and approaches

As a result, many organizations are evaluating a transition to Microsoft 365. If needed, you can request a consultation — our team can demonstrate typical migration approaches.

Request a consultation

Why moving to Microsoft 365 is not just a migration, but an opportunity to modernize the digital workplace

Moving to Microsoft 365 opens new opportunities for companies:

  • Modern cloud collaboration environment
  • Integration with Microsoft Teams, OneDrive, and other services
  • Improved IT security level
  • Infrastructure scalability
  • Readiness for Microsoft AI tools such as Copilot

However, simple content migration does not solve the main challenge. Many companies have complex workflows, intranet portals, and business logic that have been built in SharePoint On-Prem over many years. For this reason, the move to Microsoft 365 should include modernization of the digital workplace.

SmartPoint Intranet on Microsoft 365 as the foundation of a modern digital workplace

SmartPoint Intranet is an intranet platform that creates a unified digital workplace environment for the company.

Instead of fragmented tools and complex portals, SmartPoint Intranet combines:

  • Internal communications
  • Knowledge and documents
  • Tasks and processes
  • Employee services
  • Company structure

SmartPoint Intranet on Microsoft 365 helps companies build a modern corporate portal that is clear for users and flexible for business development.

SharePoint On-Prem migration with process modernization

Moving to Microsoft 365 together with SmartPoint Intranet allows companies not only to migrate existing systems, but to rethink them.

Companies can:

  • Migrate content and portal structures to SharePoint Online
  • Modernize the corporate intranet
  • Simplify or optimize workflow automation
  • Reduce dependency on complex development

SmartPoint Intranet enables business teams and analysts to work with processes more efficiently and adapt them to changes in the company.

Modernization of the intranet platform and migration to Microsoft 365 provides tangible results:

  • Reduced operational costs
  • Elimination of complex On-Prem infrastructure
  • Improved system security
  • Faster process automation
  • Improved employee experience
  • Readiness for new AI capabilities and Microsoft Copilot

For many organizations, the end of SharePoint On-Prem support becomes not only a challenge, but also an opportunity to move to a more efficient digital workplace environment.

Why you should act now

Migration of enterprise systems takes time: analyzing existing infrastructure, planning content and process migration, and adapting new tools for teams.

That is why preparation for moving from SharePoint On-Prem to Microsoft 365 should start in advance.

This allows organizations not only to avoid risks after end of support, but also to use this moment to modernize the corporate intranet and build a modern digital workplace based on SmartPoint Intranet.

If you are planning a move to Microsoft 365 or evaluating migration scenarios, submit a consultation request. The SMART business team will help define the optimal approach, assess risks, and plan next steps.

Request a demo

11 min read
Вирішення запитів в один клік: що таке Self Service Portal та як його впровадити 2
Resolving Requests in One Click: What a Self-Service Portal Is and How to Implement It

Time is the most valuable resource in modern business. A company’s revenue directly depends on how quickly it responds to customer needs and organizes internal processes. Every extra minute spent waiting for a response, every endless chain of emails, or every manually approved document is not just a minor inconvenience — it is a loss of productivity, customer trust, and ultimately, money.

People — both customers and employees — expect issues to be resolved in just a few clicks, without queues or unnecessary bureaucracy. That is why self-service portals are increasingly becoming a focus for business organizations. They serve as a bridge between an ideal user experience and the complex reality of business processes.

What Is a Self-Service Portal?

A self-service portal is a digital platform that enables users to independently resolve most of their requests without the involvement of a manager or support team. In other words, it is a kind of “personal account” where users can find answers to frequently asked questions, create requests (for example, for service activation, equipment replacement, access badge issuance, etc.), track their status, or access important documents.

Such portals simplify the experience for everyone involved in the process: customers receive fast and clear solutions, while employees gain more time for tasks that truly require human attention. As a result, companies improve customer service speed, customer trust, and employee efficiency — the three components that shape the modern standard of service.

Types of Self-Service Portals

Although all self-service portals share the same core idea — providing people with a convenient tool for quickly resolving tasks — they can differ significantly in purpose. Most commonly, they are divided into two main types: portals for customers and portals for employees.

Customer Self-Service Portals

This solution is designed for external users — a company’s customers or partners. A customer self-service portal allows users to find answers to frequently asked questions, access instructions, create or track requests, check order status, or pay invoices. All of this is available in one click, instead of waiting for a call center response or searching for instructions across dozens of emails. In addition, the self-service portal operates 24/7 and reduces the workload on support teams.

As a result, the company can offer customers a choice — either resolve their issue with the help of a support consultant or quickly handle it themselves in a personal account.

This flexibility can be especially valuable for people with hearing impairments or for those who simply feel uncomfortable communicating by phone (61% of users say they would prefer to get support via a self-service portal rather than through a consultant). Ultimately, the customer feels more confident, while the business saves resources and gains a more satisfied audience.

Employee Self-Service Portals

The second format is designed for internal users — employees. This self-service portal significantly simplifies HR, finance, and administrative processes. Instead of endless requests to HR or accounting departments, employees can independently request vacation time, download required documents, view schedules, submit IT requests, or track the status of their tickets.

For the company, this means less manual work, faster resolution of routine tasks, and more transparent communication. For employees, it provides a sense of control and support, as everything they need is available “in one click.” As a result, the organization gains a more flexible and motivated environment, while employees benefit from a better overall work experience.

Functional Capabilities of Self-Service Portals

Depending on the type of portal and the company’s needs, a self-service portal may include the following functionality:

  • Knowledge Bases and FAQs

Users gain access to answers to frequently asked questions, guides, instructions, and checklists in a convenient format. This reduces the number of routine support requests and enables users to quickly find the information they need.

  • Request and Ticket Management

Creation, tracking, and real-time status updates for requests and tickets. Users can see the current stage of their request without wasting time on repeated follow-ups. For companies, this ensures transparency and control over service processes. For example, a customer can submit and track a product return request, while an employee can submit a vacation request or request repairs for a work laptop.

  • Personalized Access to Data and Documents

A personal account typically allows users to download invoices, contracts, certificates, or other important documents. For employees, this may include access to payslips or work schedules; for customers, order and payment history.

  • Automated Processes

Vacation requests, password resets, or creating a new user in the system can all be handled automatically without manager involvement. This helps companies save time and reduce operational risks.

  • Analytics and Reporting

For businesses, the portal is not only a convenience tool for users but also a valuable data source. Companies can see which questions arise most frequently, how quickly requests are processed, where bottlenecks occur, and improve processes based on real data.

It is also worth highlighting the ability to integrate self-service portals with other systems, for example:

  • ERP

Portal role: provide employees with a convenient way to create requests or view data without requiring specialized system knowledge.

ERP role: process requests, manage budgeting, accounting, and transactions.

In practice, an employee clicks the “create purchase request” button in the portal, while the ERP system processes it through all business workflows.

  • CRM

Portal role: provide access to required information without a complex CRM interface.

CRM role: store customer history, deals, and interactions.

For example, a support employee can see in the portal that a customer has an active deal, while all underlying data is stored in the CRM — the portal simply displays it in a user-friendly format.

  • HRM

Portal role: create a “single window” for employees where they can submit requests or access information.

HRM role: store HR data, policies, payroll calculations, and performance review results.

An employee submits a vacation request through the portal, while the HRM system records it in the schedule, calculates payments, and synchronizes it with timesheets.

  • ITSM

Portal role: accept requests in the simplest possible format (“I need access to a service”).

ITSM role: register incidents or requests, launch approval workflows, assign SLAs, and monitor execution.

Employees can see statuses such as “In Progress” or “Resolved” in the portal, while all routing and control take place within the ITSM system.

As a result, a self-service portal becomes more than just a service tool — it turns into a strategic asset. It helps build a culture of transparent communication, increases customer satisfaction and productivity, and most importantly, frees up the business’s most valuable resource: time.

Benefits of Using a Self-Service Portal

81% of surveyed users say they would like brands to offer more self-service options for finding answers to their questions independently. Companies that provide customers with multiple ways to resolve issues are proven to increase user satisfaction. Self-service portals are setting new service standards by offering the following benefits:

For businesses:

  • Cost optimization: Fewer support requests mean less workload for customer service teams. Resources can be redirected toward strategic initiatives instead of routine tasks.
  • Process transparency: All requests are logged, tracked, and analyzed. This helps quickly identify bottlenecks and continuously improve service quality.
  • Faster operations: automating standard processes (such as certificate requests, vacation requests, password resets, etc.) reduces operational bottlenecks and enables faster response to user needs.
  • Improved brand reputation: Companies that prioritize convenience for customers and employees are perceived as modern and people-oriented. This directly impacts trust and loyalty.

For users:

  • Speed and accessibility: Issues can be resolved anytime without waiting on support lines or in HR queues. The portal is available 24/7.
  • Autonomy and control: Users can independently track request statuses, download required documents, or find answers to their questions.
  • Ease of interaction: instead of complex bureaucratic processes, users get one convenient interface where everything is within reach.
  • Positive experience: Customers feel cared for and supported professionally, while employees experience trust and support. Positive experiences almost always translate into loyalty.

How to Build and Implement a Self-Service Portal for Your Company: Key Considerations

Launching a self-service portal is not simply about implementing new software. It is a shift in interaction culture, where companies empower users and give them tools for greater control. To ensure the solution is effective and widely adopted, several key principles should be considered.

Best Practices and Requirements for Building an Effective Self-Service Portal

  • Simple and Intuitive Interface

Even the most advanced functionality loses value if users get lost in complex navigation. A portal should be intuitive: minimal clicks, logical structure, and clear instructions that help users find the information they need within seconds.

  • Service Catalog and Knowledge Management

It is important that all available services and instructions are well-structured and easy to find. This includes guide libraries, knowledge bases, and catalogs of internal and external company services.

  • Automation of Routine Tasks

Password resets, certificate requests, vacation requests, or equipment orders should all be automated. The less human involvement required, the faster processes can run.

  • 24/7 Support with Chatbots

Even the best portal cannot answer every question. Chatbot integration helps provide instant assistance and reduces the workload on support teams.

  • AI Integration

Artificial intelligence makes portals smarter by analyzing previous requests, suggesting the most relevant answers, or automatically recommending knowledge base articles while users are submitting requests.

  • Ticketing System

This is the core of request management: every user request is automatically converted into a ticket with a unique ID. All further interactions — comments, status changes, deadlines — are tracked within that ticket, making the process transparent for both users and support teams.

  • Reports and Dashboards

For businesses, the portal becomes a source of analytics: which requests are most common, where issues occur, and which services deliver the most value.

  • Security and Compliance

Protection of personal data and compliance with standards (such as GDPR and others) are critically important.

  • Support and Training

Portal implementation should be accompanied by instructions, educational materials, and internal promotion so users understand its value and capabilities.

  • Feedback Mechanisms

Tools for collecting and processing user feedback help companies understand how convenient the portal is and what improvements should be made. This should become an ongoing dialogue.

Potential Implementation Challenges: How to Encourage Users to Adopt a Self-Service Portal

Even the best solution can become “shelfware” if no one uses it. To avoid this, it is important to:

  • clearly communicate the portal’s value through practical examples and ongoing communication
  • make the first user experience as simple and intuitive as possible. For example, after launching the portal, a company can provide a short interactive onboarding directly within the interface using hints or mini-tours (“click here to submit a request,” “this is your personal dashboard”)
  • engage “change ambassadors” within teams who can help colleagues adapt
  • regularly update the portal to demonstrate that it is actively evolving and improving

A successful self-service portal is a combination of thoughtful design, automation, and a strong feedback culture. Only then does it truly become a tool that saves time for both businesses and users.

SmartPoint Intranet: An Example of a Functional Self-Service Portal

SmartPoint Intranet is a real-world example of how a self-service portal can become the central hub of internal communication and operational efficiency. Built on Microsoft SharePoint, this solution is a balanced system that combines user convenience, administrative simplicity, security, and scalability.

Key Functional Capabilities of SmartPoint Intranet

  • Personal dashboard and self-service tools: employees can independently submit requests — for IT support, equipment issuance, account creation, and more — through an intuitive process builder.
  • Task center and notification center: a single space where users can see everything assigned specifically to them; notifications about news or tasks are delivered automatically so nothing gets missed.
  • Knowledge base and personal knowledge base: structured documents and company resources, combined with personalization options (favorites, custom categories), ensure quick access to relevant content.
  • Form builder for process automation: enables the creation of digital forms to launch internal company processes. Forms can be used for HR requests, service tickets, internal approvals, and operational workflows.
  • Event calendar and departmental workspaces: employees can view all corporate events, schedule meetings, and manage projects through dedicated department workspaces.
  • Integration with ERP, CRM, Microsoft Teams, SSO, and more: SmartPoint integrates with corporate systems to support collaboration, security, and advanced analytics.
  • Security and compliance with international standards: the portal is built on Microsoft technologies — SharePoint, Azure, and Microsoft 365 — ensuring reliable data encryption, access control, and compliance with security policies.

As a result, a well-configured self-service portal can significantly reduce the workload on HR and operational teams, provide employees with greater autonomy and transparency, and serve as a catalyst for corporate culture development. If you would like to implement your own self-service portal or automate other business processes within your company, submit a consultation request, and SMART business experts will help you find the right solution.

5 min read
Visual for SmartPoint Intranet 4.0 Release
SmartPoint Intranet 4.0 — Changes and Improvements for More Convenient Team Collaboration and Task Management
In Release 4.0, we enhanced key scenarios related to task management, notifications, and employee collaboration. The updates include extended user search capabilities in the Task Center, new notification trigger events, and improved integration with Microsoft Teams. We also simplified team communication by enabling quick access to Teams chats directly from the user card and automatic addition of watchers when users are mentioned in task comments. Below is a more detailed overview of the key improvements.

Expanded User Search Scenarios in the Task Center

  • What has been implemented?
We updated the user search mechanism in the task card. The search now supports first name, last name, email, and full name. The first areas to receive the update were the “Assignee” and “Watcher” fields in the task form, as well as the filtering panel on the Task Center page.
  • How does it work?
The search now checks several user profile attributes simultaneously. This supports scenarios where the value in the “Full Name” field does not match the separate “First Name” and “Last Name” fields — for example, when a company adds transliteration or other information. As a result, users can find the right person regardless of which data they enter into the search field.
  • What are the benefits?
The updated search significantly simplifies user selection in typical work scenarios and reduces the number of errors when assigning tasks. It makes user search faster, more convenient, and more predictable, especially in environments with specific approaches to employee profile management. As a result, users spend less time searching and can focus more on working with tasks.

New Notification Trigger Events and Separate Fields for Microsoft Teams Notification Texts

  • What has been implemented?
We expanded the product Notification Builder and increased the number of supported notification trigger events to 16. New notification scenarios have been added, including checklist item assignment, reopening previously closed tasks, and mentioning users in comments. Separate fields for configuring unique notification texts for Microsoft Teams have also been added to the Notification Builder.
  • How does it work?
Each supported event type can now have its own notification text, allowing users to receive more detailed information about task changes. In cases where multiple events could be triggered for the same task simultaneously, an exclusion logic is applied — the system automatically determines the priority and sends only one relevant notification instead of several at once. Separate Microsoft Teams settings make it possible to tailor notifications to the format and communication style of this tool.
  • What are the benefits?
The update reduces information noise and prevents situations where users receive multiple similar notifications for the same task. Users now receive clearer, more contextual notifications that better explain the reason behind the alert. As a result, task-related processes become more transparent, and collaboration through Microsoft Teams becomes more intuitive and convenient.

Quick Access Button to Microsoft Teams Added to the User Card

  • What has been implemented?
A quick access button to Microsoft Teams chat has been added to the user card. Since the user card is used across almost all sections of the HR module as well as in the Personal Profile, the update is available in the corresponding product web parts.
  • How does it work?
By clicking the button, the user is automatically redirected to a chat with the selected employee in Microsoft Teams. From there, they can immediately continue the conversation or, if needed, schedule a meeting without any additional steps or manual contact search.
  • What are the benefits?
The update simplifies communication between employees and reduces the number of transitions between tools. Users can contact colleagues more quickly directly from the working context they are currently in. This is another example of seamless product integration with Microsoft Teams, improving the convenience of daily work and the efficiency of team collaboration.

Automatic Addition of Mentioned Users to Task Watchers

  • What has been implemented?
Automatic addition of users mentioned in task comments to the “Watchers” field in the task form has been implemented. The product now also includes a limit on the number of watchers per task — up to 30 users.
  • How does it work?
When a user is mentioned in a task comment, the system automatically adds them to the list of Watchers for that task. The added user gains access to the task and can monitor its progress. If the number of watchers reaches the established limit, no additional users are added.
  • What are the benefits?
The update simplifies involving colleagues in task-related activities without requiring additional manual actions. Users mentioned in comments immediately receive the necessary context and can provide consultations or support when needed. This increases transparency in collaboration and makes teamwork on tasks more convenient and efficient. Would you like to see all the updates in more detail? Leave a request for a consultation!
6 min read
SmartPoint Intranet 3.9 release banner showcasing digital workplace platform with task management, notifications, employee profiles, and process transparency features
SmartPoint Intranet 3.9 — Process Control, Action Transparency, and System Scalability
In the SmartPoint Intranet 3.9 release, we focused on three key aspects of the platform’s development: system scalability, transparency in task management, and flexibility in configuring working processes. We have updated the Notification Center to ensure stable system performance even when handling a large number of personal notifications, introduced the Change History functionality for full visibility into actions performed on tasks, and expanded the capabilities of the Form Builder and the Contact Card Builder. A new functional block, Rules, allows users to create dynamic forms and manage field visibility logic without developer involvement. All improvements and enhancements are available to users both in the web version (via a browser) and in the SmartPoint Intranet app for Microsoft Teams. SmartPoint 3.9 makes the workspace more manageable, transparent, and adaptable to a company’s processes.

Notification Center Updated to Handle Large Volumes of Personal Notifications

  • What was done:
The Notification Center has been scaled to handle a large number of personal notifications. This improves the performance of the Notifications section for each user: the page refreshes just as quickly whether it displays 10 or 10,000 notifications per day for a single user.
  • How it works:
The user experience of the Notification Center page remains unchanged. As before, when a task is assigned, a user is mentioned, or other changes occur in a task form, you receive a push notification and a personal notification in the Notification Center.
  • Why it is useful: 
The updated Notification Center improves the stability and performance of the system regardless of the number of notifications you receive during the day. Thanks to enhanced scaling capabilities, all your notifications are now stored in the database while your familiar user experience remains the same.

Change History Functionality Implemented for Tasks, Checklist Items, and Comments

  • What was done:
A button has been added to the task form to open a modal window displaying all changes made to the task. Users can also view how the data has changed for each checklist item, comment, subtask, and the main task. Each change is now available for review by all participants involved in the task execution or approval process.
  • How it works:
A user opens any created task and clicks the Change History button in the right-hand menu. The system then displays a separate modal window showing all changes made to the task form since the moment the task was created. The system records who made the change, when it was made, and what exactly was modified. The same steps can be used to view the change history for checklist items and comments.
  • Why it is useful: 
This enhancement makes working with tasks significantly more transparent and convenient. With a dedicated change history window, users gain full visibility into all actions related to a task, a better understanding of the context of changes, improved team collaboration, and quick access to important information.

Powerful “Rules” Functional Block Added to the Process Form Builder

  • What was done:
A new Rules block (dynamic fields) has been implemented within the Form Builder. Now business analysts, administrators, or any users responsible for creating process forms can configure field dependencies and define conditions for showing or hiding fields, significantly increasing the flexibility of automated processes.
  • How it works:
As before, a business administrator follows the familiar steps to create a process form in the Form Builder. However, a new option to configure rules is now available in the menu for each field. By clicking this option, a separate window opens where users can define dependencies between fields and set conditions for displaying or hiding them.
  • Why it is useful: 
The new Rules functionality makes forms dynamic and intelligent. Administrators, business analysts, and other responsible users can now independently configure field dependencies without involving developers. This increases process flexibility and reduces the time required for configuration: more automation scenarios, fewer errors when filling in forms, and more intuitive and user-friendly process forms.

Expanded Configuration Options for Administrators in the Contact Card Builder

  • What was done:
The range of configuration scenarios for displaying the contact card has been expanded. Administrators can now apply a custom icon to any field and control whether the field name is displayed or hidden.
  • How it works:
As before, administrators need to navigate to the contact card settings and configure the field icon, as well as specify whether the field name should be displayed or hidden on the contact card.
  • Why it is useful:
This update expands the personalization capabilities of the contact card, allowing administrators to tailor it more precisely to the company’s working scenarios. The SmartPoint 3.9 release continues the development of the platform as a unified digital environment for managing people, tasks, and business processes. We have strengthened the system architecture to support high workloads, improved transparency in team collaboration, and expanded the tools that enable administrators and business analysts to independently configure processes. SmartPoint Intranet continues to evolve as a platform that helps companies structure their workflows, reduce operational chaos, and build a clear digital ecosystem for the entire organization.  

Would you like to learn more about SmartPoint Intranet? Book your personalized demo today!

Schedule a demo

5 min read
SmartPoint Intranet 3.8 — A Step Toward a Smarter, More Convenient Workspace
We’re expanding the platform’s capabilities where it truly impacts everyday efficiency: task management, form creation, and company structure visualization. In this release, we focused on flexibility, speed of interaction, and user convenience. You can now return completed tasks to work, format descriptions, work comfortably from mobile devices, and create more informative forms and clearer organizational structures.

Key Updates in SmartPoint 3.8

  1. Task Center: Return Completed Tasks to Work You can now easily resume tasks by returning them to the “In Progress” status with a single click. This allows you to respond flexibly to project changes and avoid losing important information.
  2. Mobile Task Center: New Interaction Logic The updated interface ensures a smooth experience on any screen — text fields open in a focused window, and all actions are conveniently grouped in the menu.
  3. Form Builder: More Design Options for Operational Business Processes A text editor has been added to titles and notes, and each field now displays an icon indicating its data type. This simplifies the creation of clear and structured forms.
  4. Task Description Formatting The text editor in the “Description” field allows you to structure content, add lists, links, and images — making tasks more precise and easy to understand.

Task Center: Return Completed Tasks to Work

  • What was done?
A new button has been added to the task form, allowing users to quickly move a completed task back to the “In Progress” status and continue working on it. This option is available for data sources from SmartPoint Intranet and Microsoft Planner. The button works for main tasks, subtasks, and checklist items. The system also automatically creates and sends a notification to both the task author and assignee about the status change and adds a comment in the “Comments” section specifying the reason for the change.
  • How does it work?
Open the Task Center, select any task with the “Completed” status, and click “Return to Work”. The system will automatically:
  • Change the task status to “In Progress” and check for related tasks to update their statuses as well.
  • Send a notification and quick message to the author and assignee informing them of the status change.
  • Add a comment to the task noting the reason for the status change.

Mobile Version of Task Center: Updated Interface

  • What was done?
A new task form behavior has been implemented for the mobile version: text fields now open in a new window, and functional buttons are neatly grouped under a menu icon.
  • How does it work?
As before, a user opens the task form in the mobile version and fills in text fields — Title, Description, Comments. When the user taps any of these fields, a separate window opens to provide a focused workspace and expand the working area on the mobile device. To change the task status, the user scrolls to the bottom of the form and selects the needed option from the button menu.
  • Why is it useful
The updated behavior is universal and convenient for any mobile screen.

Text Editor Added for Section Title and Field Note; “Information” Icon with Field Type Introduced in Form Designer

  • What was done
A text editor has been implemented in the Form Designer to allow formatted text in the Section Title and Field Note. In addition, an “Information” icon is now displayed next to each field, showing the field type for quick reference.
  • How does it work?
The workflow in the Form Designer remains largely unchanged. The user still creates section titles and field notes as before but now has access to a functional text editor that supports adding clickable links, formatted, and numbered text. To check the field type, the user simply hovers over the “Information” icon.
  • Why is it useful
This functionality enables the creation of more structured business process forms and helps highlight important information for users filling in the form with data.

Visual Highlight Added for Department Head in the Horizontal Organizational Structure

  • What was done
A visual highlight has been added for the department head block in the detailed information panel of each department.
  • How does it work?
The user navigates to the Horizontal Organizational Structure page, finds the required department, and clicks the details icon. A panel opens on the right, where the department head block is visually separated by a divider.
  • Why is it useful
The visual highlight helps users quickly locate key information when working with the organizational structure.

Text Editor Added to the “Description” Field in the Task Form

  • What was done? 
A functional text editor has been added to the “Description” field in the task form, supporting formatted text, images, and links.
  • How does it work?
When creating a task, the user opens the “Description” field, which now displays a toolbar with available text editor options: text formatting and alignment, numbered and bulleted lists, links, and images.
  • Why is it useful? 
When creating a task, users often need to highlight text, add numbered lists, or insert images. The text editor was introduced for the “Description” field to make these scenarios more convenient. Request Consultation
19 min read
Ілюстрація, як Task Manager допомагає пріоритезувати завдання та впорядкувати роботу
How a Task Manager Helps Prioritize and Track Tasks Amid Deadline Chaos
Every project manager, team leader, or employee knows the feeling when the day has just begun — and already you need to keep dozens of tasks, urgent assignments, deadlines, meetings, approvals, messages, and emails from various channels all in your head, all piling up and requiring quick decisions. But when there are more tasks than hours in the day, it’s easy to lose control over processes and get overwhelmed by chaos. That’s why more and more companies are adopting task managers — solutions that help organize workflows, structure team efforts, and boost productivity. According to research by McKinsey & Company, businesses that implement team-oriented transformations can increase productivity by as much as 30%. Especially when teamwork relies on technologies that support fast coordination, transparency, and analytics. That’s exactly how a Task Manager works — as a steady anchor in the ever-changing daily rhythm.

What Is a Task Manager in Business: Its Key Goals and Capabilities

A Task Manager is a digital tool for managing tasks, projects, and teams. Its main purpose is to help businesses stay in control of workflows, assign tasks, track progress, and ensure timely communication among team members. This kind of tool makes it easier to plan work, see priorities at a glance, avoid duplication, and respond to changes in time. With a Task Manager, managers get a clear view of actual progress, while employees have a firm understanding of when each task needs to be completed.

Core Objectives and Functional Purpose of a Task Manager

In short, a Task Manager helps companies bring order to their daily operations. Its key value lies in its focus on results, synchronized teamwork, and timely task execution. The most common objectives of Task Manager systems include:
  • Structuring workflows — instead of chaotic messaging or spreadsheets, each task gets its place in the Task Manager, along with logic and a designated responsible person.
  • Maintaining a clear project overview — Task Manager tools allow managers to see what stage the project is at, which tasks are critical, and where delays may arise.
  • Enforcing task discipline — strict control over deadlines and responsibilities helps avoid “forgotten” tasks.
  • Making delegation easier — Task Manager features allow tasks to be easily reassigned to another person or distributed among several contributors.
  • Ensuring transparent communication — when all task-related information is stored in one place, it simplifies collaboration between employees from different departments.
  • Boosting team accountability — when every specialist clearly understands their responsibilities and deadlines, it strengthens personal accountability and helps teams stay on track.
  • Keeping focus on business priorities — with well-structured business processes and tools for visualization and analytics, leadership can see where the team is headed and how close they are to reaching their goals.

Features of Modern Task Manager Tools

Modern task manager tools offer extensive functionality adaptable to the needs of various teams — from IT to marketing, from HR to manufacturing. These software solutions cover all the key stages of team collaboration:
  1. Task planning: Create tasks, set deadlines, priorities, and assign responsible team members — all in just a few clicks.
  2. Goal and milestone setting: Break large projects into subtasks to get a full picture and move toward results step by step.
  3. Flexible priority management: Change task priorities in real time based on the situation or project updates.
  4. Team collaboration features: Assign roles, leave comments, hold discussions, attach files, and integrate with messengers — everything needed for smooth teamwork.
  5. Reminders and notifications: The task manager can automatically alert users about upcoming deadlines or changes to tasks.
  6. Change and status history: Track who made changes and when, ensuring full transparency in task progress.
  7. Integration with other solutions: Exchange data with CRMs, calendars, email, or ERP systems — enabling seamless work within a unified digital ecosystem.

Business Benefits of Using a Task Manager: A Cross-Department Perspective

A Task Manager is a tool that no modern department or business area can go without. Whether it’s retail, manufacturing, IT, or the service sector, this solution delivers value across industries and teams alike. Key advantages of implementing a Task Manager across company departments:
  • For executives: real-time visibility into project progress, the ability to allocate resources based on priorities, and timely intervention when bottlenecks are detected.
  • For the sales team: a clear structure for working with clients, tracking progress toward targets, automating repetitive tasks, and receiving timely reminders.
  • For marketing: keeping a record of past campaigns, planning future launches, analyzing the effectiveness of activities, and coordinating with other teams.
  • For HR: transparent onboarding processes for new hires, tracking completion of onboarding tasks, and getting reminders about performance reviews, surveys, or training deadlines.
  • For the IT department: managing incidents and support requests with a clear system of priorities and statuses.
Despite the specifics of each department, they all share common challenges — tight deadlines, cross-team communication, planning, and structured task management. That’s why a Task Manager becomes a universal solution, adaptable to any workflow. Benefits of a Task Manager for different business sectors:
  • Manufacturing: A task manager helps manage production cycles, coordinate shift work, meet deadlines, and monitor compliance with production standards. For example, in food manufacturing, it can automate tasks for each shift, track deviations from plans, smoothly hand off tasks between stages without delays, and respond promptly to incidents or process failures.
  • Retail: Managing assortments, coordinating marketing campaigns, and quickly rescheduling tasks in response to changing demand. For instance, if a certain product category suddenly sees a sales spike, a Task Manager enables real-time redistribution of team tasks — like rapidly redirecting designers and copywriters to create new promotional materials or setting up new tasks with clear deadlines and responsible parties to launch a campaign tailored to the new demand.
  • Finance: Planning and controlling regular operational tasks — from budgeting to financial reporting — with the ability to prioritize, monitor deadlines, and assign responsibilities. The task manager ensures transparency and facilitates coordination with other departments.
  • IT and Development: Transparent project tracking, task prioritization, and efficient communication between internal teams (e.g., developers, DevOps, testers) and other company units. It enables creating requests such as feature enhancements, tech support, or access configurations. The task manager helps quickly process such requests and clearly track their statuses.
  • Services: With Task Manager tools, companies can clearly plan work schedules, control task quality, respond promptly to client requests, and improve customer satisfaction. For example, a household appliance repair service can automatically assign requests to technicians based on location, workload, and expertise, monitor completion deadlines, and gather customer feedback within a unified system.
If a Task Manager supports flexible customization, extensive integration options with other business systems (CRM, ERP, email services, messengers, etc.), it becomes a universal tool that supports efficiency, coordination, and transparency of processes in any business and team.

How to Know If Your Team Needs a Task Manager

If deadlines are constantly being missed, the team lacks transparency regarding task statuses, and the manager has to manually collect updates from different sources — these are clear signs that the current approach to work organization isn’t working. A Task Manager is often introduced when:
  • Tasks are “up in the air” — there’s no clear understanding of who is responsible for what or when a task needs to be completed.
  • Meetings replace real work — the team spends a lot of time discussing, but it’s hard to track which decisions have been made and what happens with them afterward.
  • Information is scattered — some tasks live in email, others in chats, some in spreadsheets or personal notebooks, making it hard to get a full picture of the company’s operations.
  • Common phrases like “I thought it wasn’t my task,” or “I didn’t know who was responsible” — these indicate a lack of clear role and responsibility distribution among employees.
  • Lack of transparency — managers can’t see what the team is working on, where tasks stand, or where the bottlenecks are.
  • Recurring processes start from scratch every time — instead of using templates, automation, or standard workflows.
  • Breakdowns in cross-team communication — tasks get delayed or lost when being handed off between departments.
Business changes that signal it’s time to implement a Task Manager:
  • The business has scaled, and manual control of processes is no longer efficient.
  • The number of project participants has grown, making systematic coordination crucial to avoid frequent errors.
  • There’s a growing need for analytics — not just to check off completed tasks, but to monitor team workloads, response times, and deviations.
  • Tasks need to be integrated with CRM or ERP systems or calendars, to avoid duplication and work within a unified information space.
  • Workflows have become cross-functional — for example, marketing working closely with sales, or technical issues being escalated from support to development.
If any of these situations sound familiar — it’s time to choose a Task Manager tool that will streamline your processes, improve manageability, and supercharge your team’s performance.

Types of Task Manager Tools and How to Choose the Right One

The digital task management market today is highly diverse. A solution that works perfectly for a small startup may be completely unsuitable for a large corporation with dozens of departments. When choosing a Task Manager for your company, it’s important to consider not just the number of users, but also the complexity of your processes, the need for analytics, role and access management, and available integrations. Here are the most common types of Task Manager tools:
  1. Personal task trackers — most Task Managers include a built-in task tracker — a tool that allows users to monitor the status of each task from creation to completion. Personal task trackers are focused on individual planning. With a simple interface, minimal configuration, and quick task creation, they’re ideal for freelancers or small teams.
  2. Corporate Task Manager systems — these offer advanced functionality, flexible workgroup settings, role-based permissions, and integrations with CRM, ERP, calendars, and more. Such tools are best suited for medium and large companies that require a scalable task management structure.
  3. Project-oriented Task Managers — tailored for managing long-term projects, these systems emphasize task dependencies, milestone tracking, and progress visualization using Gantt charts — timelines that clearly show task sequences and overlaps.
  4. Industry-specific solutions — designed for the unique needs of particular industries (e.g. IT, retail, manufacturing, or construction), these often come with pre-configured workflows and templates.
  5. Task Managers as part of an all-in-one platform — in many companies, the Task Manager is a built-in module within a broader system — such as an intranet portal, ERP, DMS, or HRM system. Here, task management is tightly linked with documents, employees, projects, or service requests. This eliminates disconnects between systems, speeds up response times, and keeps data consistent. It’s a smart choice for companies looking to centralize operations.

What to Look for When Choosing a Task Manager for Your Business:

  • Scalability: Will the system be able to grow with your company as the number of tasks and users increases?
  • User interface and ease of use: How easily will your team adapt to the new system? Is it intuitive and user-friendly?
  • Flexible role and access management: Can you set permissions so that each team member only sees the tasks relevant to them?
  • Integrations with other systems: How easily can the Task Manager be connected to your existing IT ecosystem — including CRM, ERP, email, and messaging platforms?
  • Analytics and reporting: Does the tool offer dashboards, progress tracking, KPI monitoring, project reports, and team workload insights? Pay special attention to this criterion — analytics not only help you understand the current situation, but also enable data-driven decision-making. In the next section, we’ll explore how the analytical capabilities of Task Manager tools can boost both team and business efficiency.
  • Mobile support: Does the tool offer a full-featured mobile version for employees working in the field or on the go?
  • Data security and storage: Where is the data stored — in the cloud or on your local infrastructure? Does the Task Manager support backups? What security measures are in place — two-factor authentication, encryption, role-based access restrictions? This is especially important if you handle personal data, financial information, or confidential documents.
  • Pricing model: Does the cost match the value? What type of licensing is used — per user, per project, or based on data volume?
When choosing a Task Manager, match its functionality to your team’s actual needs and pace of work. A successful implementation will not only streamline task management, but also make your workflow more transparent, organized, and results-driven.

Analytics Tools in Task Manager Systems: What They Are and How They Help You Make Better Decisions

Tasks get completed, projects move forward — but is that enough to grow your business? Without clear analytics, the answer is no. Reporting and data visualization are what enable teams to see not just that work is being done, but how it’s being done — and how effective the overall system really is. Modern Task Manager tools typically include built-in analytics features that allow you to:
  • Track real-time progress — dashboards help managers see the status of each project: how many tasks are completed, paused, or overdue.
  • Analyze team workload — the system shows which employees are overloaded and who has available capacity — enabling smarter, more balanced task distribution.
  • Evaluate deadline performance — analytics highlight systemic delays and potential time management risks.
  • Measure KPI achievement — with customizable metrics and automated reporting, the system shows how close the team is to reaching key business goals. Many Task Managers allow you to set target indicators for each project or workflow. The tool then tracks deviations, performance trends, and results based on deadlines and roles.
  • Compare results across time periods — weekly, monthly, or quarterly reports reveal performance trends and help assess the impact of recent changes.
  • Build forecasts — collected data makes it possible to identify patterns in task execution and plan workloads and resources for upcoming periods.
Thanks to data visualization, even complex statistics become easy to understand for everyone involved — from frontline team members to senior management. All of this helps supercharge decision-making, reduce errors, and ensure transparency at every level. Because it’s numbers and facts — not assumptions — that help you not only understand what’s happening, but also course-correct in time.

How AI Can Supercharge Your Task Management System

According to McKinsey & Company, after the release of ChatGPT in late 2023, the number of organizations actively adopting artificial intelligence jumped by 20 percentage points. Companies are now using AI across various domains — from customer service and support to software development — unlocking new opportunities to optimize business processes and boost productivity. In Task Manager systems, AI opens up a whole new level of functionality, making task management solutions even more powerful and business-friendly. Here’s how AI can supercharge your Task Manager:
  1. Enhanced communication — smart chatbots and virtual assistants can respond to common queries, remind team members about deadlines, and help locate information within the Task Manager.
  2. Automated task distribution — AI can analyze team workload, employee skill sets, and deadlines to assign tasks more effectively — reducing the risk of overload or downtime.
  3. Risk forecasting — by analyzing historical data, AI can identify potential delays or issues in task execution and flag them early.
  4. Priority optimization — AI helps adjust task priorities dynamically based on changes in business processes, ongoing events, or new requirements.
  5. Performance analysis — AI provides deep insights into team and individual productivity, uncovers bottlenecks, and suggests ways to improve efficiency.

User Roles in Task Management Systems: Why They Matter and How to Set Them Up Effectively

In task management systems, every participant’s role should be clearly defined — this helps avoid confusion, increases accountability, and ensures smooth collaboration within the team. Role configuration is one of the key steps in adapting a Task Manager to the specific needs of a project or business process.

Here are the most common roles in task management systems and their functions:

  1. Administrator — has full access to system settings, manages users, roles, and permissions. Responsible for the overall organization of work within the Task Manager.
  2. Project Manager — oversees planning, task distribution, and progress monitoring. Has access to reports and analytics to track progress and respond promptly to risks.
  3. Contributor — receives assigned tasks, completes them on time, and reports the results. Has access only to their own tasks and related resources.
  4. Viewer / Observer — can view tasks, comments, and reports, but cannot make changes. Ideal for project stakeholders or senior managers who want to stay informed without actively participating.
  5. Commenter / Collaborator — can add comments and participate in discussions but cannot change task status or settings.

How to Set Up Roles in a Task Manager Effectively: Practical Tips

  • Tip #1: Define the core responsibilities of each project participant — Before creating roles, analyze who is responsible for what, what tasks they handle, and what permissions they need. This helps avoid overlaps or access gaps.
  • Tip #2: Apply the principle of least privilege — Grant users only the permissions they truly need to perform their tasks. This reduces the risk of errors and helps protect sensitive information.
  • Tip #3: Create role templates for similar projects or teams — Templates speed up the setup process and help standardize role configuration, especially when you’re managing multiple similar projects.
  • Tip #4: Review and update roles regularly — As your project or company evolves, needs change. Make sure roles stay aligned with current tasks, workflows, and organizational structure.
  • Tip #5: Clearly communicate each participant’s role and responsibilities — To avoid misunderstandings, ensure everyone knows their role, what’s expected of them, and which tools or permissions they should use.
  • Tip #6: Test role settings in practice — Before rolling things out at scale, verify that everyone has the right access and feels comfortable using the system as intended.

Key Principles for Productive Task Manager Use

To turn your Task Manager into a true productivity booster, it’s essential to follow a few key principles that help eliminate chaos and streamline task management.
  1. Clearly defined tasks — Each task should be described in a clear and specific way. Avoid vague wording — this minimizes misunderstandings and helps assignees better understand their responsibilities.
  2. Realistic deadlines — Set deadlines your team can meet without unnecessary stress, while still allowing room for quick adjustments if plans change.
  3. Regular task status updates — It’s crucial for all participants to track and update task progress in a timely manner. This enables managers to stay in control and adjust plans as needed.
  4. Task prioritization — Prioritize tasks based on their importance so that critical work is completed first, rather than losing time on less urgent activities.
  5. Open communication and discussion — Use built-in comments or integrations with messengers to quickly exchange information, clarify details, and solve problems collaboratively.
  6. Ongoing process analysis and optimization — Regularly assess how your task management system is performing, gather team feedback, and implement improvements.

Frequently Asked Questions

  1. Are Task Manager systems suitable for large companies? Yes, provided the right solution is chosen. Most modern Task Manager systems offer scalable functionality that can meet the needs of large organizations — supporting multiple teams, roles, access levels, analytics, integrations with CRM/ERP systems, and more. For the corporate level, it’s important to look for solutions with customization options and centralized administration capabilities.
  2. Do modern Task Manager systems support mobile versions? Many modern online Task Manager solutions offer mobile apps for iOS and Android, but not all. Therefore, when choosing, make sure the solution you select has a user-friendly mobile version. This allows you to stay updated even outside the office — creating tasks, commenting, checking statuses, and reacting to changes without being tied to a work computer.
  3. How secure is data storage in a Task Manager system? Security depends on the provider. For example, if you use a solution based on Microsoft technologies, your data is stored in a cloud environment certified according to international security standards (ISO/IEC 27001, GDPR, etc.). This means data is encrypted, backed up, and protected with multi-level access controls.
  4. Can tasks be imported from Excel or other systems into a Task Manager? Yes. Most Task Manager systems support importing from Excel, CSV, or other formats. This enables you to quickly transfer existing tables or tasks from old tools into the new system without losing structure. Some platforms also offer ready-made integrations or APIs for automatic synchronization with other sources.
7 min read
24/7 Personal Assistant: Major Updates in SmartPoint Intranet Release 3.7
Release 3.7 includes enhancements across multiple blocks of the SmartPoint Intranet product. The functionality of the HR module has been expanded with a convenient Contact Card Builder. The mobile and tablet versions of the Personal Assistant pages have been fully updated. The Form Builder now supports multiple use of the file upload field for any process. The Task Center integration with Microsoft Planner reflects all recent updates in both tools. All tabular views in the Task Center now display the task number and due date. The task form itself now includes a data refresh button. The list of notifications in the Notification Center has been extended: users now receive instant alerts when they are mentioned in task comments.

Contact Card Builder Implemented in the HR Module

  • What was done?   

A convenient and functional builder was created, allowing business administrators to manage the number of fields displayed on the contact card across all web parts of the HR module. The tool also enables expanding the overall list of fields by creating new ones.
  • How does it work?

To create a new custom field, the business administrator needs to open the Contacts list and follow a few simple steps:
  • Enter a field name
  • Select the field type
  • Configure additional settings (optional)
Once all necessary fields are created and populated with data, the administrator can go to the settings list to define which fields should be displayed on the Contact Card and in what order.
  • Why is it useful?  

This functionality offers greater flexibility to administrators, allowing them to independently configure which fields appear on the contact card — and in what order — without involving the development team. They can also easily create custom fields tailored to the company’s needs and display them just as easily. The saved changes are immediately applied across all HR module components: Horizontal and Vertical organizational structures (by department), Organizational structure by employee, Contact directory, General “Birthdays” page, Information blocks such as “New Employees” and “Birthdays”, the “Profile” section in the Personal Assistant, and the Contact Card in the Task Center.

Task Number, Due Date and Refresh Button Added to the Task Center

  • What was done?   

To enhance usability and task visibility, task numbers and due dates are now displayed across all Task Center views: Compact, Standard, and Kanban. Business administrators can also configure color highlighting for task due dates. Task numbers are also shown on task forms, subtasks, and checklist items. Another improvement is the addition of a refresh button on task forms. This button is available on the main task, each subtask, as well as in the “Checklist” and “Comments” sections.
  • How does it work?

Users can continue working in whichever task view they prefer. While reviewing task details, they can now also see the task number and a color-coded due date for better clarity. The new Refresh button on all task form types makes collaboration more efficient: when multiple users are editing a task at the same time, clicking the button instantly updates the view with the latest changes. For administrators, color configuration for due dates is quick and easy — just populate a predefined lookup list, and the changes will automatically apply for all users.
  • Why is it useful?  

Displaying task numbers, visually highlighting due dates, and enabling fast data refresh directly from the task form significantly improves task management efficiency for a Task Center user —especially in fast-paced, high-volume environments. The ability to configure the accent color for the “Due Date” field is another convenient SmartPoint Intranet feature, making customization possible without additional development.

Notification Triggered When a User is Mentioned in Task Comments

  • What was done?   

The existing notification set has been expanded to include alerts sent to the Notification Center when a user is mentioned in a task comment.
  • How does it work?

As before, task-related communication takes place in the Comments section, which is available for every task regardless of its type. Now, users can mention a colleague in a comment to draw their attention to task details. The mentioned user will receive an instant push notification and a corresponding message in the Notification Center, including a direct link to the task for quick access.
  • Why is it useful?  

Expanding the list of notifications improves usability and helps users respond faster to updates. It also facilitates active collaboration — even with colleagues who are not directly assigned to the task.

Mobile and Tablet Versions of the Personal Assistant Fully Updated

  • What was done?   

The update of mobile and tablet versions for all Personal Assistant pages has been completed with no loss in functionality. All pages are now adapted for various screen sizes.
  • How does it work?

Users can access the Personal Assistant from their smartphones or tablets and perform all familiar actions. There is no longer any difference in experience, regardless of the device being used.
  • Why is it useful?  

The updated mobile and tablet versions provide greater flexibility and convenience. Whether an employee is in a meeting, on a business trip, working remotely, or in a hybrid setting, they have full access to all processes, data, and tasks — just like in the desktop version of the intranet.

Added Support for Multiple File Upload Fields on a Single Process Form

  • What was done?   

The Form Builder functionality has been expanded to support the repeated use of the file upload field within a single process initiation form. Now, one form can contain up to 10 file upload fields.
  • How does it work?

As before, a business administrator creates a process form using the Form Builder. The new enhancement allows the file upload field to be added to a section — or multiple sections — up to ten times. Each field can be given a unique name and set as required, if needed.
  • Why is it useful?  

This update enables the creation of more complex process initiation forms with multiple sections containing file upload fields. It makes the Form Builder even more versatile, user-friendly, and feature-rich.
11 min read
picture of it departament
IT HelpDesk System — Timely IT Support for Employees: Less Stress, More Efficiency
How can you create a competitive advantage for your business without going over budget? Every day, hundreds of thousands of managers worldwide ask themselves this question. Some look for new investment opportunities, others bet on technology, while some see their main growth area in their own personnel. Importantly, investing in employee experience has already become a hallmark of good business practice, as numerous studies clearly show the benefits. According to Gallup, engaged employees demonstrate 21% higher productivity, which directly impacts a company’s financial performance. Moreover, based on dozens of their own studies, Gallup concludes that regardless of the industry or economic conditions in which a company operates, it is the level of employee engagement that determines whether the business will grow or struggle to survive in times of instability. Among Gallup’s key recommendations to boost employee engagement is to create conditions where staff always have everything they need to do their jobs well. This means not only ticking off a formal must-have checklist. Proper office equipment, appropriate software, and easy access to necessary information are all important. Additionally, employees must be able to quickly and conveniently notify the responsible specialist about equipment failures, access issues, or the need for additional software — and receive timely support and problem resolution. Automating the process of creating and handling such employee requests significantly reduces IT department or technical specialists’ response times. This is the responsibility of the IT HelpDesk system — also known as a ticketing system. The tools needed to implement it are provided by SmartPoint Intranet, a solution for building an internal corporate workspace. Let’s take a closer look at how it works.

What Is IT HelpDesk?

HelpDesk is an IT tool designed to provide centralized management of employee requests related to technical or IT issues. Simply put, it’s an internal technical support system for staff, created to ensure the smooth operation of the organization. In practice, the HelpDesk serves as the main entry point to the company’s IT services, which users can access to request corporate services or support.

Key Use Cases of IT HelpDesk

Equipment Repair and Maintenance

With the HelpDesk system, employees can quickly report equipment malfunctions — computers, scanners, POS terminals, and more. The system automatically routes requests to the technical department based on set priorities, enabling:
  • fast response to issues,
  • efficient resource allocation,
  • minimization of equipment downtime.
Regular analysis of HelpDesk requests helps identify recurring equipment problems and schedule preventive maintenance in time, significantly reducing the risk of critical failures in the future. Tip: When implementing a HelpDesk system, it’s important to correctly set up the priority matrix. For example, a POS terminal failure during peak hours should have a higher priority than a software update on a backup computer.

Access Management

HelpDesk allows quick and convenient submission of access requests for new employees to the systems they need — such as POS software, ERP, or CRM systems. Requests are automatically sent to responsible personnel, significantly reducing processing time. Similarly, access revocation requests upon employee termination are easy to submit. When an employee changes position or department, the tool enables quick updates to their access rights. Handling requests through HelpDesk not only speeds up execution but also:
  • ensures control over access rights,
  • reduces risks of unauthorized access,
  • enhances overall information security within the company.
According to Verizon’s 2024 study, 74% of information security breaches were caused by human factors, including user errors or improper data handling. This highlights the importance of proper access management and regular review of access rights. Tip: Automate access granting and revocation processes to minimize human error and ensure timely updates of access rights. This approach helps avoid situations where a former employee, due to oversight, still retains access to corporate resources or files.

Submitting Software Installation and Update Requests via HelpDesk

With the HelpDesk system, employees can submit requests to install necessary software or update existing programs. This ensures data is up-to-date and the work environment remains secure. Tip: Integrate HelpDesk with other corporate systems to enable seamless information exchange and improve overall work efficiency.

Supporting Remote Workers with HelpDesk

In companies using remote or hybrid work models, HelpDesk plays a key role in ensuring smooth operations. It allows employees to submit requests for access to corporate resources, resolve ongoing technical issues, and receive support without needing to be physically present in the office. Tip: If your company follows a remote or hybrid work format, implement remote access technologies to quickly resolve technical problems without requiring on-site specialist presence.

HelpDesk as an Effective Tool for Information Literacy Training

The HelpDesk system is a powerful tool for organizing training sessions and providing consultations on using company IT resources, cybersecurity, and data protection. Responsible staff can automate requests for regular and initial training sessions on employee information hygiene. This helps reduce errors caused by insufficient understanding of security policies. Did you know? The international agricultural company Tiryaki, through regular cybersecurity training, reduced phishing clicks by 89% and annually prevents losses exceeding $100,000.

Benefits of Using an IT HelpDesk

A HelpDesk system is not just a convenient tool for handling requests — it’s a foundation for building a full-fledged IT service management system. This is largely thanks to the following core capabilities:
  • Automation of routine internal employee support processes.
  • Reduced workload on the support team through integration with a Knowledge Base, use of response templates, and self-service scenarios for common issues.
  • Increased productivity of the internal support department through automation.
  • Full control and transparency of task progress/completion via a user-friendly interface.
  • Better time and resource allocation through task prioritization.
  • Real-time analytics of support team workload and data-driven decision-making.
  • Shorter ticket resolution times.

HelpDesk as a Set of Convenient Personal Services for Employees by SmartPoint Intranet

SmartPoint Intranet is simple and user-friendly software based on Microsoft 365, designed to create a unified digital environment for the entire company. The solution also includes a tool for building an easy-to-use ticketing system to automate and optimize the processes of technical support for company employees — HelpDesk. In practice, HelpDesk serves as the single entry point for employee requests related to technical support, office infrastructure maintenance, and IT access provision. The system automates numerous operations involved in creating and processing requests to the IT or technical support departments. Thanks to this, the overall level of internal service within the company significantly improves, while the workload on responsible units is noticeably reduced.

How Does a HelpDesk Work, and What Features Should an Effective Ticketing System Have?

To improve business efficiency, such a system should provide:
  • Easy creation and collection of support requests
  • Sorting and prioritization of tickets based on pre-defined criteria
  • Automatic assignment of responsible employees
  • Ticket tracking: status, updates, comments
  • Communication with users to clarify or request additional information
  • Request fulfillment within agreed timeframes
  • Ticket closure by authorized personnel
  • Reporting and analytics: total number of tickets, average response time, resolution time
Let’s take a closer look.

Creating a Request

  • Any employee with system access can submit a request through the program interface, selecting the category in advance (IT request; Account creation request; Equipment issuance request), describing the issue, and attaching files if needed.
  • Each request is automatically assigned a unique number.

Process Automation in HelpDesk

One of the key advantages of HelpDesk based on SmartPoint Intranet is the built-in Process Builder. Thanks to this, the responsible employee at the user company can:
  • choose from standard request handling logics those relevant to internal business processes,
  • create a custom workflow for processing each request type,
  • set request prioritization — urgent requests (for example, an ERP system failure) are handled first.
This is made possible through integration with Power Automate’s Task Center and Flows, which allows easy creation of automated processes — from notifications and approvals to full-fledged routing of requests between departments.

Request Handling and Communication

  • The specialist responsible for the request sees it on their work dashboard and communicates directly with the employee within the HelpDesk system.
  • The system stores the complete history of correspondence, shows current request statuses (“in progress,” “completed,” “awaiting information”), and automatically sends notifications about updates to all parties involved.
Thus, HelpDesk is an effective tool that helps create a positive work environment, increases employee satisfaction, and reduces turnover. According to research by Tesla, 82% of remote workers report reduced stress levels thanks to efficient technical support — in particular, through the use of software solutions designed to support staff in remote work settings. Moreover, the solution directly contributes to increased overall company productivity and profitability, serving as an important tool for building and developing corporate culture. Tip: Regularly analyze HelpDesk usage statistics to identify potential issues and improve your employee support processes. Read the success story about how Nemiroff uses SmartPoint Intranet built on M365 — with its rich functionality and tools — to boost employee engagement. Want to learn more about which features of this solution will be most beneficial for your business? Request a free consultation here.

Frequently Asked Questions

  1. Which processes are automated in a HelpDesk system?
Modern HelpDesk systems automate the following processes:
  • Receiving requests via online forms, email, or chat
  • Routing tickets to the appropriate specialist or department
  • Prioritizing requests (e.g., based on keywords, category, or level of severity)
  • Notifying users about the status of their tickets
  • SLA monitoring — the system tracks how much time is left before a deadline and can send reminders to assignees
  • Closing tickets once they’ve been resolved
  • Providing suggestions for self-service solutions using AI tools and virtual agents
  • Generating reports on request-handling performance
  1. Are AI technologies already improving HelpDesk systems?
Yes, artificial intelligence technologies are already actively used to enhance HelpDesk systems as IT solutions. In particular, they enable:
  • Automatic ticket classification and routing: AI algorithms analyze the content of a request to automatically determine the issue category, priority level, and responsible employee
  • AI-powered virtual assistants: intelligent bots answer frequently asked questions in support chats and assist users in creating tickets
  • AI-driven knowledge base search: based on past requests, AI suggests the most likely solutions even before a ticket is created
  1. What is the difference between a ServiceDesk and a HelpDesk?
Both HelpDesk and ServiceDesk are designed to improve technical user support. However, while a HelpDesk primarily focuses on resolving individual incidents and technical issues, a ServiceDesk is responsible for proactively managing all company’s services. In other words, a ServiceDesk is a full-fledged service support unit that not only resolves technical issues but also works to prevent them. For example, a user reports a printer malfunction to the HelpDesk — a technician responds to the ticket, repairs the printer, and closes the request. In contrast, a ServiceDesk system detects that the same printer has malfunctioned three times in the past six months. This triggers a problem management scenario: the feasibility of replacing the equipment is assessed, and if needed, the budget is adjusted.
  1. What role does a HelpDesk system play in ITSM?
The difference between a HelpDesk and ITSM (IT Service Management) lies in the scope: a HelpDesk is a standalone tool for providing IT and technical support, while ITSM is a comprehensive methodology for managing the entire IT infrastructure of a company. A HelpDesk is a component of ITSM. When developed to the level of a ServiceDesk, it can serve as an incident management tool. Meanwhile, ITSM also includes:
  • Change management
  • Configuration management
  • Service level management
  • Issue management
  • Service catalog
  • Automation and analytics
  1. HelpDesk as a mobile-first system
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Corporate Culture and the Intranet: From Chaos to Unity
There’s really no such thing as internal culture anymore. Your culture is always public, and it’s your most powerful, public-facing asset or liability.
David Mattin

What Is Corporate Culture?

What does “company culture” mean? Technically, the term “corporate culture” refers to the set of norms, values, behavioral patterns, and management practices that shape how employees interact and relate to the company. But today, corporate culture goes far beyond internal etiquette. Modern companies view it as a strategic asset and a measurable management tool. It functions like an operating system – invisible on the surface, yet essential to the stable operation of the entire organization. In today’s environment, corporate culture not only governs internal relationships but also helps shape a company’s external image – one that directly influences customer loyalty and potential partnerships. A study by Heidrick & Struggles found that companies whose leaders effectively prioritize culture achieve twice the financial performance compared to those that don’t. But how exactly does this work? Despite its intangible nature, corporate culture has a measurable impact on the following business processes:
  1. Recruitment – Companies that showcase a clearly defined culture during the hiring process are more likely to attract candidates who share their values and can integrate into the team more easily.
  2. Onboarding – A well-established corporate culture helps new employees feel like part of the team faster. Clear internal communication guidelines also reduce new hires’ anxiety, as they don’t have to guess “how things are done here”.
  3. Internal Communication – Well-structured communication norms help prevent conflicts (or resolve them in a healthy way when they do arise), encourage open and respectful dialogue, and generally boost employee engagement.
  4. Learning and Development – A culture focused on growth encourages self-learning, mentorship, and knowledge sharing – all of which raise the team’s overall skill level.
  5. Motivation – A thoughtfully built culture helps employees feel connected to the company and more likely to take initiative in achieving shared goals.
  6. Performance Evaluation – A balanced culture supports objectivity and fairness in performance reviews, while also helping define what the company considers “success”.
  7. Decision-Making – Culture influences leadership style, long-term priorities (such as values, impact, and sustainability), and the transparency of how decisions are made.
  8. Employee Retention – People stay not only for financial rewards but also for the sense of belonging, psychological safety, and support in pursuing a common goal.

Grasping the Intangible: Types of Corporate Culture

Corporate culture is no longer an abstract concept. Today, it’s increasingly defined by clearly documented norms, values, and behavioral principles that shape how a company operates from within. Moreover, modern management recognizes several distinct types of company culture. Each has its own features, benefits, and potential risks – and most importantly, each can affect business outcomes differently depending on the industry, company size, and strategic goals. Here are some of the most common types of workplace culture today:
  • Clan (Family) Culture — This culture resembles a large family, where the focus is on internal relationships, teamwork, and shared values. Employees support one another and contribute to each other’s development and learning. Leaders act as mentors, and the organization values traditions and collective achievements.
  • Adhocracy (Entrepreneurial) Culture — Organizations with an entrepreneurial culture prioritize innovation, flexibility, and rapid adaptation to change. They encourage creativity, experimentation, and risk-taking. Employees enjoy a high degree of autonomy and responsibility, which fosters the development of bold and innovative ideas.
  • Market Culture — This organizational culture type is result-driven, emphasizing internal competition and the achievement of external goals. Employees are motivated to hit high-performance targets, while leaders set ambitious objectives and expect them to be met. While such a culture can drive strong results, it may also lead to stress and burnout due to constant pressure.
  • Hierarchy (Conventional) Culture — This type of culture is common in government institutions, this culture is characterized by strict structure, rules, and procedures. Authority and responsibility are distributed across hierarchical levels, and decisions follow established protocols. This approach ensures stability and predictability but may limit flexibility and innovation.
  • Flat (Horizontal) Culture — This culture features minimal hierarchy and emphasizes flexibility. Decisions are made collectively, roles and responsibilities flow freely among team members, and leaders work alongside their teams. It's a highly innovative environment, often favored by startups and young companies seeking a dynamic atmosphere.
Understanding the type of culture that already exists in a company – or the one needed to meet future goals – is key to effective management of people, change, and growth. Culture defines not only how we work, but also why we work the way we do. Of course, every company chooses the cultural model that best fits its needs. In practice, however, “pure” types of company cultures are rare – most companies develop a blended model that combines elements from several cultures. That’s why, before building or reshaping your corporate culture, it’s crucial to identify what it will be made of and what results you expect it to help achieve.

The “Recipe” for Corporate Culture: What It’s Made Of

Corporate culture is more than just the general atmosphere within a team. It’s an invisible yet powerful mechanism that shapes employee behavior, defines leadership styles, influences productivity, and impacts the company’s image. So, what exactly makes up this mechanism? There are several key elements:
  1. Values — The ideological foundation of the company; the principles that guide what it believes in and how it makes decisions.
  2. Mission and Purpose — The slogans and core objectives the company communicates to the world.
  3. Development Strategies — The company’s plans over specific timeframes.
  4. Behavioral Norms and Rules — Formal policies and informal expectations regarding employee behavior. This includes a dress code, appropriate language for communication, and internal communication guidelines.
  5. Management Practices — Leadership styles, feedback approaches, decision-making structures, and how communication with company leaders is organized.
  6. Employee Instructions — Clearly defined responsibilities for each team member, including working hours and areas of accountability.
  7. Customer Interaction Rules — Communication norms for working with clients, where the employee’s approach reflects the company’s core values.
  8. Company History — An essential part of shaping corporate culture, the company’s story influences how its values were formed. When employees know their company’s history, they are more likely to feel emotionally connected to it.
  9. Symbols, Rituals, and Traditions — All the elements that create a unique company identity: branded items, internal celebrations, success stories, or traditions like Friday ping-pong matches.

How to Implement Corporate Culture: Potential Challenges and Practical Tips

A company’s corporate culture isn’t created overnight. It is typically shaped by the company’s history – every day, every decision made by its leadership. That’s why, before formalizing culture into a set of rules and norms, it’s important to identify what already exists as a foundation. Abruptly changing communication styles or company rituals is not recommended, as this often leads to employee resistance and pushbacks. The first step is to define the key principles the company wants to promote – its vision, mission, and strategies. Then, these abstract concepts should be translated into concrete actions. Don’t wait for the annual strategy session – promote your values and vision consistently: in communications, in processes, and in leadership responses. How exactly can this be done? Here’s a step-by-step approach:
  1. Embed Culture into Processes and Behaviors: Integrate corporate culture into onboarding, performance evaluation, feedback, communication, and leadership practices. For example, if transparency is a core value, demonstrate it through regular AMA sessions with leadership or by openly discussing mistakes.
  2. Be Consistent: Culture is not a slide in a presentation – it’s what is repeated every day. It doesn't work if stated values contradict leadership behavior. Start from the top – leaders set the tone.
  3. Evaluate and Adjust: Culture is a living process. Regularly assess how it’s perceived by employees – what works and what doesn’t. Gather feedback and adapt your approach.
For companies with a hybrid work model, it’s especially important to ensure employees feel connected to the company’s culture. Remote work brings not only benefits but also hidden challenges – such as limited informal interactions and a weaker sense of unity and engagement. How can this be addressed?
  • Implement digital rituals (regular online meetings, informal chat channels, etc.).
  • Maintain transparent communication and frequent feedback.
  • Support micro-social initiatives: online recognition, themed events, mentoring programs.
However, in a hybrid work environment, promoting corporate culture is nearly impossible without enabling tools – such as an intranet.

SmartPoint Intranet: The Central Hub of Corporate Culture

An intranet is a company’s internal digital space that serves as both an information hub and a communication channel for all employees. It acts as a bridge between people – removing the distance between departments and offices, fostering a sense of unity among cross-functional teams, ensuring equal access to resources, and enabling everyone to stay informed, regardless of their location. A corporate portal can become a powerful driver of company culture, so choosing the right system is a critical decision. If you’re unsure where to start, here’s a simple checklist to guide you:
  1. Define your company’s needs and goals.
  2. Assess technical requirements – identify which portal features will help meet your objectives.
  3. Engage key stakeholders – SMART business experts can offer tailored consultations and help implement a solution that supports your company’s specific cultural needs.
  4. Form a team with representatives from various departments (HR, IT, communications) to gather requirements and ensure a holistic approach.
  5. Test and gather feedback.
Today’s market offers a wide range of digital workplace solutions. One worth considering is SmartPoint Intranet, built on Microsoft 365. This out-of-the-box solution is quick to deploy and seamlessly integrates with your company’s CRM and ERP systems. It offers all the tools needed to shape a digital workplace and provides the following benefits:
  • Unified digital space – All corporate information (news, updates, announcements, etc.) is consolidated in one place, keeping employees informed and aligned.
  • Accessibility – Custom visualizations and a user-friendly interface ensure intuitive navigation and quick access to corporate content. Multilingual support helps strengthen internal connections among employees in different countries.
  • Learning and development tools – SmartPoint includes a centralized knowledge base, and integration with SMART HCM & LMS provides access to webinars, courses, and resource libraries – encouraging upskilling.
  • Security and reliability – Built on Microsoft technologies, SmartPoint complies with international security standards, ensuring data protection at every access level.
  • Stable updates – With quarterly releases, the solution keeps pace with market trends and technical advancements.
  • Chatbot integration – The built-in chatbot works with Telegram and Microsoft Teams, enabling employees to receive updates and view assigned tasks in just a few clicks.
SmartPoint Intranet acts as a bridge between cultural ideals and daily operations. It provides tangible tools to help every employee feel part of the community, stay informed, understand the company’s goals, and see how they fit into the bigger picture. Employees don’t just receive updates or access documents through the portal – they interact, share ideas, express opinions, and learn to be part of something more than just routine tasks. If corporate culture is something intangible – values, interaction styles, team atmosphere – then SmartPoint Intranet is the digital tool that brings that culture to life. Still unsure about the digital environment in which to cultivate your corporate culture? Submit a request, and SMART business experts will help you choose a solution tailored to your company’s goals: Order a consultation