Description of the Solution and the Provided Services

Overview

nBold is a comprehensive solution designed to enhance collaborative processes within organizations by providing customizable Microsoft Teams templates. It streamlines repetitive processes, improves organizational collaboration, and integrates with IT governance rules for scalable enterprise deployment.

 

Microsoft Teams Templates

CategoryFeature Description
Teams ChannelsStandard Channels Cloning: Duplicate standard channels from the original template.
 Private Channels Cloning: Clone private channels, preserving access controls.
 Shared Channels Cloning: Duplicate shared channels with appropriate permissions.
Channels TabsFiles and Folders Cloning: Clone files and folders in the files tab for Standard, Private and Shared Channels
 Office Files Tabs: Include Word, Excel, and PowerPoint files, pointing to newly created files.
 Planner Tabs: Include tasks, buckets, descriptions, checklists, and labels.
 Microsoft Lists: Clone lists with items and metadata.
 OneNote Tab: Include OneNote notebooks.
 Website Tabs: Link to specific websites.
 Forms Tab: Integrate Microsoft Forms.
 SharePoint Online Document Library: Access SharePoint document libraries.
 Viva Engage Tab: Include Viva Engage for employee engagement.
 Stream Tab: Integrate Microsoft Stream for video content.
 Any 3rd Party Tab: Clone third-party tabs with the same configuration.
Other FeaturesTeam Pictures: Clone team pictures.
 Teams Settings Cloning: Duplicate team settings including member roles, permissions, and other configurations.

Governance Policies

PolicyDescription
Naming ConventionEnforce standardized naming conventions for teams, with prefix, Suffix, based on Entra ID profile Attributes (AD Attributes). Advanced Naming convention rules (If/then)
ApprovalRequire approval for creating new teams.
Audience TargetingSpecify target audience for templates. Rule building based on Entra ID profile attributes (AD Attributes) and/or AD group membership (Security Groups, Distribution List, M365 groups)
Enforced PrivacySet default privacy settings to Private or Public.
Sensitivity LabelApply Microsoft 365 Sensitivity labels to teams.
Membership PolicyDefine policies for team membership with Permanent Members and Owners, default number of owner and members/
Create Teams Only Through nBoldRestrict team creation to nBold targeted users.
Create Private Channels Only Through nBoldRestrict private channel creation to nBold processes.

Additional Features

FeatureDescription
Analytics and ReportingProvide detailed analytics and reporting on team usage and performance.
Admin Delegation Role (RBAC)Role-Based Access Control for delegating admin responsibilities.
APIsIntegrate with other systems and extend functionalities through APIs.
Power Automate ConnectorAutomate workflows and processes using Microsoft Power Automate.

nFlows

FeatureDescription
Deal Room with Salesforce Sync a whole opportunity with a team, automate team creation and lifecycle.
Sync Salesforce AccountSync Salesforce Accounts with a team.
Sync Account Team Object with teams membershipSync Account Team member with the team membership
Sync Opportunity Team Object with teams membershipSync Account Team member with the team membership.