Speak with one of our document collaboration experts to discover how Ideagen can enhance your workflow.
External collaboration
Easily bring in your external stakeholders. We make external collaboration frictionless for everyone involved.
Ideagen Huddle is more than a file sharing tool
When you’re looking for a more engaging, secure, and efficient way of managing your client and partner relationships there are a number of challenges you need to overcome: security and access, visibility and transparency, fragmented document management, disjointed client engagement
We make it easy to securely collaborate with your clients and external stakeholders beyond both your firewalls. Share licenses, set accessibility permissions, manage projects, and create a complete audit trail; all whilst keeping client engagement at a productive pace.
Why you need Ideagen Huddle for external collaboration
Tools like Box, Dropbox, OneDrive, Google Drive, and Sharefile are built around files and folder structures – essentially becoming your C: Drive in the cloud.
Unlike these off-the-shelf products, Ideagen Huddle's unique and holistic workspace and client portal approach to initiatives and collaboration make it simple to create secure spaces in the cloud, where you can fully engage and work with your clients.
Share licenses with ease
Unprofessional and disjointed client engagement practices are ultimately damaging the client experience.
Share the use of licenses with your clients and external stakeholders and be up and running in seconds. 70% of client losses are the result of poor collaboration. Huddle makes it easy for you to be more transparent, offer a high level of security and show productivity by giving access in the right way.
Bid Management
Bidding for new business can be complex and resource heavy. Ideagen Huddle offers a flexible, and highly secure solution for managing the bid process and collaborating on the large volume of data that accompanies any proposal.
Because Ideagen Huddle creates a secure audit trail against all content and tasks, it also satisfies potential NDA requirements to track and delete confidential bid reference documents.
Ideagen Huddle transformed external collaboration for Baker Tilly
How do you collaborate quickly, easily and securely with a global network of independent firms, their employees and clients? That was the challenge facing Baker Tilly International, one of the world’s leading networks of independently owned and managed accountancy and business advisory firms.
Read case studyCross-border engagements
Financial and operational activities at an international level can be costly and complicated. Engagement across borders requires large amounts of information to be created, shared, reviewed, and approved.
Globalization has increased the number of cross-border opportunities that involve multiple firms in multiple countries. Strengthen your client relationships, be transparent about how you collaborate, be the first to offer a secure global client portal as part of bid compliance and beat the growing competition with an Ideagen Huddle client portal.
