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An unparalleled combination of ready functionality and power.
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This presenta,on is based on the onsite (self-‐hosted) version of the Bitrix24 Intranet. Not all func,onality presented is available in the cloud service
TWO interface styles. One for the cloud. A choice for onsite installa6ons
Classic Social (Cloud)
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Communica6on
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The front page of the “Classic” template displays the company logo, banners and news, as well as providing quick access to any part of the portal with drop-‐down menus and links in gadgets. The intui,ve interface, like surfing the Internet, requires no special training.
Company news and important informa,on can be placed prominently, with complete details on a separate portal page.
Add new gadgets with informa,on from any part of the portal, RSS’s, Google gadgets, etc.
Front Page and Dashboard
Drag-‐and-‐drop gadgets in this dashboard as needed. Users can be allowed to personalize this dashboard.
Links to personal page with customized dashboard, messages, files and tasks
Bitrix Intranet provides out-‐of-‐the-‐box portal structure and content that can be easily modified
Launch custom polls and surveys to get valuable feedback from employees
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In the ‘Social’ interface template, which what is used in the Bitrix24 cloud service, a large amount of informa,on is displayed clearly and personalized to each user on the front page. This page seems to have slightly too much on it when first viewed, but it quickly mastered by users and its richness improves performance.
Time clock includes a task and ,me planner for the day and a report input
Front Page – Social Interface
Posts can be targeted to any subset of users. Files, Polls, Apprecia,on and Announcements can all be created from the ‘Send message’ box
All posts marked ‘announcements’ show up here un,l marked as read
Quick views of upcoming events, tasks, popular posts, birthdays, etc.
Direct access to personal workspace
Create buWon to start most frequent ac,vi,es
Universal search
Collapsible menu points
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All updates in the intranet to which a user has access can be shown in the Ac,vity Stream. External data can be displayed as well. Users can follow threads and receive no,fica,ons of selected categories. The photo and task viewers can be opened without naviga,ng away from the Ac,vity Stream.
Announcement type posts are displayed separately as well as in the stream
Filter stream items for individual users, bookmarks, etc.
Ac6vity Stream
Comments, ‘Liking’, and thumbnails.
Direct access to user profiles and Instant Messenger from avatars
Addi,onal filters by date, group, or author, etc.
External data from RSS feeds or other enterprise soZware can be shown
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Pos,ng messages if very easy – click the box, type the message, send. But you can also click to select specific recipients, create a poll, share a file, photo, or video, award a badge, and make an announcement.
Message interface with editor
Choose the document library in which files are saved. Recipients are given access automa,cally
Crea6ng a new post
Files, videos, photos, men,ons and quotes can be included in posts
Op,ons: Post ,tles and the text editor
Select a document from inside the intranet
Click through to select users, groups, or departments as recipients
Message types include File, Poll, Apprecia,on and Announcement
Put videos or photos directly in the post
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Message-‐no,fica,on by email if user is offline
Instant Messenger A completely internal IM system featuring chat, group chat, video chat, and online indicators. This feature shows who is online, allows mul,ple recipients at a click. This IM messenger is available via the Desktop app, as well. Addi,onally, an XMPP server is included to support JABBER clients and to supplement this built-‐in system.
Ini,ate video calls, group chat, and view message history
Quick-‐info: user availability
Format text and use smileys
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Employee Profiles
Full complement of intranet tools for personal use: file storage, calendar, tasks, etc. Individual access to features can be set for your closest associates.
Open a profile page by clicking on the photo or name of the user on any portal page. Users can be added through AD/LDAP with subordina,on, groups, and departments.
Searchable custom user fields can be added to profiles.
Rich user profiles with extensive contact details, interests, and social networking tools. Each employee can customize the profile.
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Mobile Intranet All edi,ons are accessible via mobile apps for iOS and Android. The mobile intranet allows access to messages, news, the Ac,vity Stream, tasks, the CRM, and much more.
Ac,vity stream, instant messenger and Push no,fica,ons
Tasks, files, and other tools are available in the mobile app.
Work with the CRM and contact leads while on the road.
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Company Structure The company structure elegantly shows departments along with thumbnails of employees. The drag-‐and-‐drop interface is easy to use. The informa,on here is used in turn by the access permissions system, tasks, business processes, work ,me tracking, and more.
Send an email or start a chat directly from the tool ,p.
Departments, their heads, and employees are shown in the visual company structure
The visual company structure is created in real-‐,me: once you enter a new employee or import the user database from AD/LDAP the informa,on is instantly available here
Tool ,ps appear from employee names throughout the portal, not just in this sec,on.
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Telephone Directory The telephone directory is not only about telephones. It provides quick access to employees using filters and searches. The list can be configured to show desired fields.
Choose what fields to display in the list
Search employees by their names, e-‐mails, phones, departments or online status
Add new employees, manage employee accounts, import employees from AD/LDAP or export to Outlook and Excel
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Keeping the en,re organiza,on updated and engaged is simpler with the various tools provided in Bitrix24. Bitrix24 provides several ways to communicate quickly to all users. Broadcas6ng
Use gadgets, IM, announcements, regular posts, or even no,fica,ons via the workflow module to make sure that everyone that should get your important message does.
Strengthen team spirit and increase employee involvement and awareness with a hall of fame, best performers, birthdays and the innova,ve idea management feature. Broadcast media content, publish photos and videos, and wrap all of this into customized page layouts reflec,ng your branding.
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Video Archive Photo Viewer
Mul6media Adding media components to pages is simple and requires no coding. Single video files or libraries can be displayed. The photo viewer features thumbnails, commentary, and liking.
Display videos in a mul,-‐file library or single file player Run a slide show ,
comment, and rate photos
Easy browsing of photos
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A supervisor can check the personal test results of any employee, retake tests if applicable, and improve the training
A powerful and flexible module allows the impor,ng of SCORM training courses directly into the intranet. Voluntary or mandatory training is easily monitored by supervisors. Includes tests and course dependencies
E-‐Learning
Make training for new employees available in the intranet
A brief intranet training course is included
Add and manage training modules, with any content you like (videos, etc.) Easily connect SCORM-‐compa,ble courses
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Collabora6on
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An essen,al part of collabora,on, file sharing in the Bitrix Intranet includes versioning, recovery, comments, tags and a sophis,cated workflow tool. Content is indexed immediately for fast searching
Map this document library as a local drive in Windows Explorer, etc.
Any file type can be stored, size limits may be set as needed. Office documents and pdfs are indexed with their content.
How to Upload: Upload buWon, network drive, Desktop App, or just grab a file out of Window Explorer or your file manager and drop it onto the document library.
Specify file storage seings including user access rights
Edit documents online with WebDAV support. All changes in documents are instantly indexed and available for search. Folders on your local network can also be linked and displayed as document files and indexed.
Ac,on buWon gives op,ons to preview, modify, comment, download, view history, roll-‐back, delete, or set business processes. Several opera,ons available directly in the list.
Document Library
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This is a list of the most popular capabili,es of Bitrix24 concerning the sharing and storing of files..
Document Library (2)
File Sharing – general features: 1. Document libraries for
a. Personal b. Groups c. Public (any number)
2. Map existing network folders in your intranet
3. Workflow (business processes) 4. Recycle Bin 5. Easily create libraries with the
Wizard (in Section Templates) 6. Access set at any level:
a. Webpage or section b. Library c. Folder d. File
Document Library features 1. Grid functions
a. Move b. Edit c. Delete
2. Filter 3. Add meta fields 4. Configure display fields Document features 1. Create links for external sharing 2. History 3. Discussion thread for each file 4. History/Recovery 5. Versioning
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The Bitrix24 Desktop App combines 2 major features in it: the instant messenger and the Document Library. It provides online access to IM without a browser and a true file sync with personal files.
Upload and file renaming can be done very quickly via the Desktop App
Stay in touch with your colleagues without using a browser
Windows Explorer window showing the files contained in the user’s personal file area. The user can modify files when offline and sync will be ac,vated when a connec,on is available.
Desktop App
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Business Processes Part 1
Bitrix24 comes with several standard templates for business processes. More business processes can be created and customized. They can be based on documents, CRM objects, list elements, or on rou,ne ac,vi,es.
In the CRM, process can be used to assign
Standard templates cover basic func,ons such as approval by vote, assigned reading, approval of mul,ple par,es, etc.
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Business Processes 2: Editor
BPs can be applied on files, lists, the CRM and on special-‐purpose infoblocks (e.g. leave requests). This powerful tool can draw data from virtually any part of the intranet and be integrated with other applica,ons.
Sample: a two-‐stage approval process for a document to be published
Opera,ons concerning documents, logic, communica,ons and other u,li,es can be dragged and dropped into the process. No coding skills are required. A large number of ac,ons have been added for the CRM.
Proper,es determine the targets and specifics of the ac,ons
BP can use: Parameters – values to be filled in at the beginning of a process Variables – values that can change during a process
BPs can be launched: 1. Automa,cally upon crea,on
of a new element or object 2. Automa,cally when an object
is edited 3. By user command as shown in
previous slide
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Calendars for the en,re organiza,on, each workgroup, and each user can be shared easily and integrated with Outlook, Google, mobile phones, and iCal.
Calendar
Themed personal calendars and imported calendars can be shown on a single grid
Schedule a new event by clicking on the day. Click-‐away invita,ons to other users and the Event Scheduler
Integrate with Outlook, mobile, and Exchange
Marking Availability as “Away” will add the event to the company Absence Chart
Import Google, iPhone or other calendars
Create personal calendars with individualized access permissions. Show calendars of other users and groups
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An end-‐to-‐end tool for mee,ng prep, no,fica,ons, and follow-‐up. Tasks can be set from the interface and topics can be carried over to the next mee,ng.
Mee6ngs and Briefings
The presenter for each point in the agenda can be set.
All important details about the mee,ng are entered and no,fica,ons are automa,cally sent out to par,cipants upon saving.
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Certain persons (CEO, etc.) may be excluded from the Absence Chart
Absence Chart The Absence Chart shows who is out of the office in Day, Week, and Month regimes. Entries can be made from any user’s personal calendar
Show for individual departments, branches
Absence types may be added or removed easily
Absences of less than a day are shown in the Week and Day views
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Forums and blogs are s,ll available as separate en,,es. Note that in user groups, email integra,on is available so that par,cipa,on by email is possible.
Discussion posts may include smileys, links, photos, video files, etc.
Forums and blogs
Forums in workgroups allow par,cipa,on via email, and the email topic can specify the thread.
Subscribe to a thread by email
Each topic is a sec,on in the table; each post is an element in the sec,on
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Idea Management Proposing ini,a,ves is much easier when there is a place designed for that purpose. This tool opens the door to innova,on and crea,ve thinking from all levels of the organiza,on.
Categorize ideas as needed
Vo,ng results
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Workgroups Customize the appearance of the workgroup dashboard with intranet applets and external feeds
Overview of recent ac,vity
Each workgroup has a full set of intranet tools: tasks, repor,ng, discussions, files, calendar, wikis and more.
Group owners and moderators can manage the workgroup members, appearance, access controls, no,fica,ons and more
Workgroups provide a secure zone for project development with a wide range of tools. Groups may be open to all, by invita,on only, or invisible to non-‐members. Workgroups are also available in the Extranet.
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Workgroups 2: Project management
GanW chart shows each task’s start, finish, deadline, and status
Projects can be organized in individual workgroups where the tasking module can be used to visualize the project flow, record ,me spent on various parts of the project, and to delegate responsibili,es.
Tool ,p shows detail informa,on about the task.
The Task Viewer can be accessed by double-‐clicking on any task. Project
tasks are listed with subtasks if present
Project management features in workgroups: • ,me tracking in each task • task delega,on • access permission delega,on • comparison of text versions in wikis • powerful workflow tool for documents and lists
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Wikis lets you create an unlimited number of public and workgroup-‐specific knowledge bases for beWer team collabora,on Wiki
Wiki allows teams to collaborate on shared knowledge bases with content versioning, changes history and roll-‐back features
There is a global wiki and a wiki available in each workgroup. Wiki entries show up in the universal search and respect access privileges.
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Task Management
Parent task with subtasks
Filter and view tasks by role, by status, or by a combina,on of these two.
Synchronize with Outlook
Create a new task using the task form or in the table with the quick-‐launch buWon
Task Management includes nested tasks, repor,ng, and approval. Each task has a discussion thread, reminders, aWached files, ,me tracking, and the op,on to create new subtasks.
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Task Viewer/Editor The task viewing / edi,ng form can be brought up from the ac,vity stream or from any page in the tasks sec,on.
Change task status, edit or delegate the task
Set reminders for the task via email or IM. Browse tasks
easily
Add comments, view past changes, or log ,me spent on the task.
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In the Report Wizard, data from tasks can be chosen and displayed using filters and other opera,ons. Results are displayed in tabular form.
Work reports
Non-‐standard days are approved by a supervisor
Click on a date for a detailed pop-‐out with the daily report and other informa,on
Dates are shown on a sliding calendar
Daily, weekly, or monthly reports can be created and approved by supervisors. Data from these reports can be summarized for analysis by a report wizard
Supervisors can see subordinates. Employees see only themselves.
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Lists (Records Management)
Lists are spreadsheet-‐like records with any number of fields holding data of various types, including files. Business process may be run on list items.
Records management can be enhanced with pre-‐made or custom business processes
Use lists in the public sec,on or in workgroups. Each list can has its own access permission seings.
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Communica,ons, news, workgroups, file sharing; all in a ‘secure zone’ where 3rd party contacts may interact with employees and each other. There is no limit on the number of Extranet users. Below is the extranet view in the Classic template.
Extranet
Users may be allowed to view limited informa,on without logging in or required to authorize before reaching the opening page
Instant messages and video calls can be made from the intranet to the extranet and vice versa, with respect to access privileges.
Share news, informa,on, useful forms and protocols and ensure that suppliers, partners, and clients are interac,ng op,mally with your company
Extranet users see extranet pages (where dynamic or sta,c content can be placed), workgroups of which they are members, their own profiles, and the profiles of other group members.
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Services and Product Administra6on
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Web forms allow simple management of basic service tasks in the company. Customiza,on of these forms is simple and convenient. Service Orders
Simple forms for each type of service call send messages to appropriate service providers
Click an icon to specify the service issue; the system ini,ates and tracks your request
Expedite courier pick-‐up, prin,ng, ordering of office supplies or maintenance. And of course you can add your specific e-‐orders!
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The Enterprise search feature supports full text search that only returns results to which the user has access. External (network) folders which are set up as document libraries in the intranet can be fully searched, as well as custom-‐added user proper6es
Enterprise Search
Sort by date or relevance
Choose which sec,ons of the portal you wish to search
Search covers texts of documents, comments, blogs, tags, forums, tasks, and all other parts of the portal
Documents are indexed in real ,me and available for immediate search
Instant search delivers sugges,ons drawn from intranet content for more effec,ve discovery of data, personnel and exper,se.
MS Office, PDF and Open Office formats are supported, and addi,onal libraries may be added to parse other formats.
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For more complex services, especially IT support, an interac,ve ,cke,ng system with messaging and reminders, and the ability to aWach files (such as screenshots) smoothly handles support issues Helpdesk
Each user can see all the ,ckets which he submiWed and, if applicable, is responsible for. Status and history are included. A red indicator means that the user needs to respond
Tickets may be searched using various filters
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In document libraries, the CRM, and in other features based on informa,on blocks, access can be assigned to individual users, user groups, workgroups, or departments from the company structure.
Extended Access Permissions
Selected users and groups will be assigned roles having the exact level of access needed.
Select the users, groups, or departments to which specific access permission will be granted.
Easily search and select users and groups.
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The CRM is present in BizPace edi,ons. The CRM manages contacts from Leads through completed transac,ons with integra,on of email, tasks, and business processes. CRM
Fields can be created, modified, and displayed or hidden.
Navigate easily throughout the CRM and use the CRM-‐only search box from any page.
Access to objects can be set at the level of objects or the status of the object, as applicable.
Leads can be automa,cally imported from a website or other resources (REST)
Collapsible filter with as many presets as desired.
Set table columns Import / Export op,ons
Full CRM features available in separate presenta,on
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The high-‐end CMS on which Bitrix24 is constructed allows nearly unlimited customiza,on. Furthermore, content editors can be granted wide privileges inside specific sec,ons of the intranet.
Content Management
Edit Mode (top right in image) allows edi,ng and configuring simply by placing the cursor on an object and selec,ng the desired ac,on.
Content management, including adding pages, sec,ons, and more can be done from the front-‐end edi,ng panel
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The back-‐end of the Bitrix Intranet is equipped with convenient personal dashboards and a search box that is set to find menu items in the leZ-‐hand menu of the back-‐end as well as the names of module seings
Back-‐end Dashboard and Search
Gadgets, much like in the front end, can be arranged and set by each editor. Furthermore, any informa,on block can be displayed.
Search box gives instant results of menu items and seing names
The classic naviga,on desktop is available, and any number of addi,onal desktops can be created for each user.
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Bitrix Intranet contains friendly wizards that allows to quickly customize the appearance, branding and func,onality of your portal.
Templates and Customiza6on
The configura,on wizard is accessible at install and from the front-‐end edi,ng panel. There are 2 templates that come in Bitrix24. Templates can be modified, and different templates can be used under condi,ons such as user type, ,me frame, sec,on of the intranet, language choice, and other condi,ons.
The Social Intranet template is what is used in the Cloud version of the product.
The Classic Intranet template has a large horizontal menu and dashboards, among other features.
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Stealing a valid password becomes impossible with this technology in place
Bitrix is a pioneer in web project security. Many of the features in the Proac,ve Protec,on security module must be bought separately when using compe,tors’ products Security
Stop connec,on with suspicious users for a set period of ,me
Set reac,on when poten,al code intrusions are discovered
One-‐,me passwords operate using a hardware token or the Bitrix OTP app that generates a series of numbers which are added to a password ‘stem’ at login
Make a ‘white list’ to avoid false posi,ves
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Since the product is based on our extremely powerful CMS, there are many features which are not easy to find in the average intranet solu,on. Addi,onal informa,on is available on our website.
Other Back-‐end Features
v Automa6c 6me zone seWng
v AD/LDAP integra6on
v Single-‐sign on with AD and other
Enterprise soXware
v Open API
v Support of hYp/hYps
v Change log (visible in front end)
v Analy6cs for page visits, search,
and events
v Short URLs
v Cloud storage support
v Geo-‐distributed web clusters
v Performance monitor
A comparison table of edi,ons of Bitrix24 is available here . A lis,ng of all of our reference and training resources is also on our site.
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The BizPace Enterprise edi,on contains 2 important features which are not included in the lower edi,ons. BizPace Enterprise does not contain any user-‐side func,onality that is NOT present in regular BizPace. Note that licenses for the total number of users s,ll applies.
BizPace Enterprise
v Mul6ple Departments (Divisions): v Allows crea6on of mul6ple intranets so that separate
divisions of 1 company can have different branding,
administra6on, visual effects, and users can be separated
v Geo-‐distributed clusters: v Bitrix technology that allows installa6on on mul6ple
server clusters, allowing high availability and high
performance.
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Next Steps
• Learn more info at: • www.younetsi.com
• Contact YouNet SI for demo & inquiry • Make your right decision: Choose YouNet Social Intranet
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