Empowering Business Success with Costpoint Content Management Integration

In the fast-paced world of business, staying ahead of the curve means embracing digital transformation. One of the key components of this transformation is the integration of robust content management systems with enterprise resource planning (ERP) tools. Deltek’s Costpoint Content Management Integration (CMI) stands out as a beacon of efficiency, streamlining processes and enhancing the digital ecosystem of businesses.

What is Costpoint CMI?

Costpoint CMI is a powerful feature that allows seamless integration of Costpoint with third-party Content Management Systems (CMS), such as Microsoft SharePoint, Hyland OnBase, and many others. This integration is facilitated through the CMIS API Standard Specification, ensuring a wide range of CMS systems can be supported.

The Purpose of Costpoint CMI

The primary purpose of Costpoint CMI is to digitally couple external supporting data to Costpoint records, tightening the digital ecosystem. It allows users to directly attach, view, and access content from within Costpoint, launching directly into the associated native software, such as Adobe, Word, etc. This not only links content to Costpoint records but also makes them accessible from multiple Costpoint applications.

Enhancing Business Agility

By using CMI, businesses can create SharePoint workflows on items in the library, manage purchase order receipts, and utilize SharePoint views/filters to easily find content by creating views or filtering on the metadata available. This level of integration empowers businesses to become more agile, efficient, and effective.

Driving Digital Transformation

Costpoint CMI is not just about linking documents; it’s about transforming the way businesses handle their digital content. From pre-populating Costpoint documents based on scanned documents in CMS extracted by ICR to setting up SharePoint as an alternate file location, CMI is a testament to the possibilities of digital transformation.

Conclusion

The integration of Costpoint with content management systems through CMI is more than a technical upgrade; it’s a strategic move towards empowering business success. By enhancing the digital ecosystem, businesses can ensure that they are not just keeping up with the times but are setting the pace for innovation and efficiency. To learn more about CMI configuration in Costpoint, please contact us at: info@infotekconsulting.net