Our search functionality is applicable to everything within site|folio. Found at the top of every page, “Search” immediately locates relevant materials — documents, correspondence, projects and sites, or businesses and contacts. Limit your scope to within a single project or expand it across your entire portfolio. Results are fast and presented clearly and cleanly.
Your reports within sitefolio will be “just how you want them.” We simply improve your data source and method of distribution. Your reports will meet your exact formatting requirements; accurate and presented in real-time; uniform to all parties; easy to distribute to individuals and groups; viewable in multiple dimensions; and reflected in a variety of graphical visualizations. We also offer an ad-hoc reporting interface that allows the average user to create and publish in seconds.
Stringent workflow always sounds promising. But employees need tools, not babysitters. site|folio creates common threads through and boundaries around seemingly dissimilar processes. These threads act as guides and checkpoints while still providing managers and individuals the freedom to execute their specific projects. Think of it like golf: established rules and boundaries exist, but golfers (workers) can use a variety of strategies and shots to achieve the end goal.
site|folio recognizes and appreciates that certain processes are strictly controlled by necessity. In those cases, our workflow captures and control interactions - based on your requirements. The back and forth of RFIs or the approval process involving Change Orders are a perfect example of controlled workflow.
site|folio’s security model is the most robust and granular in the industry. We enable organizations to define who can do what, with which items, and under what conditions. You can model your business requirements in seconds and then change them on the fly as needed. Your matrix of users, actions, items, and conditions allows for extreme micromanagement of access to your data. Sitefolio tracks all activity, system-wide.