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Microsoft SharePoint
XCMworkflow to SharePoint

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XCMworkflow vs. SharePoint

Microsoft SharePoint



Installation Type Cloud-Based (Device & Browser Agnostic) Browser-Based
Planning Does meet criteria Does not meet criteria
Task Management 360⁰ View of All Current Tasks and Projects Does not meet criteria
Scheduling Does meet criteria Plug-in Options with Limited Functionality
Resource Management Visibility into Resource Availability from an Organizational Level to an Individual Contributor Level Does not meet criteria
Due Date Management Automated Process Manual Process
Collaboration Does meet criteria Does not meet criteria
Ease of Use/Usability Does meet criteria Does not meet criteria
Time to Deploy 4-6 weeks Purchase Program, Download, and Customize Internally or with Hired SharePoint Experts (Complex)
Customizable/Configurable Maps Current Process and Flexibility to Enact Continuous Process Improvement Changes Limited
Fit for Use (Tax, Accounting, Finance, Operations, HR) Designed by Tax & Accounting Process Experts Does not meet criteria
Integration Does meet criteria Only with Microsoft Products
Permissions Does meet criteria Manually Managed and Set Up
Security Does meet criteria Limited, with Additional Security Packages Available for Purchase

The XCM Advantage

SharePoint is a great toolset, but has limitations for managing your company’s workflow processes. XCM is specifically designed to help you increase your productivity and allow more time adding valuable insights into your business.

XCM offers a complete productivity enablement and workflow platform that empowers you to manage all types of work, within all departments, and across multiple offices. Our platform works horizontally across tax, accounting, finance, audit, and operations applications. We manage millions of processes each year that enable professionals to get more work completed, in less time, with greater quality.

Increase the capacity of your greatest asset—your people.

Any Questions?
Contact a Rep

781-365-5152 Got questions? Contact a rep

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The Trusted Solution

XCM's productivity enablement and workflow platform has become a key piece of the technology equation for tax, accounting, and finance organizations as they move toward a real-time, on-demand environment.

Powered by advanced cloud technology, XCM centralizes tax, accounting, finance, and audit processes within a single platform for end-to-end, streamlined workflow management. The holistic view of all work-in-progress helps leading firms and tax departments balance workloads, proactively address bottlenecks before they become problems, and drive profitability.

By optimizing processes across your organization or department, you and your team will progressively perform at peak efficiency—equating to immense productivity gains, cost savings, and capacity expansion.

Get Started: Request a Demo