Implementation Overview
Implementing a new system and introducing new processes to your business is a significant change internally and a sizeable financial investment. Tangram consultants work closely with your designated project team to plan, build, train and implement WorkBook in key stages across the agency.
The articles in this section are designed as a reference to ensure accuracy and consistency when completing the data import sheets and to provide guidance around customisation options.
- WorkBook Architecture Summary
- WorkBook API > API Overview
- Implementation > Storage Providers
- Implementation > SAML Authentication
- Implementation > Two Factor Authentication
- Implementation > Revenue Recognition in WorkBook
- Implementation > Email Integration Creditor Invoices
- Implementation > Import Data
- Implementation > Login Customisation
- Implementation > Layouts, Watermarks & Print Settings
- Implementation > Calendar Synchronisation Setup - Microsoft 365
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