M-Files

M-Files Document Management Platform - Access the Information You Need Instantly

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M-Files Document Management Platform - Optimise Work Through Metadata-Driven Document Management

M-Files powers the world’s leading knowledge-work businesses, transforming how they store and access content in a digital, work-from-anywhere business environment. Unlike traditional enterprise content management systems or content services platforms, M-Files connects businesses and users to their data and content throughout the organisation without upending existing processes or requiring data to be migrated.

 

With M-Files, users can quickly and easily find the content they need, regardless of where it is stored. M-Files enables seamless, streamlined remote work and collaboration and provides intelligent, automated document-based workflows. With M-Files, companies can simplify routine tasks, enabling employees to focus on higher priorities and work more productively.

M-Files - More time to do the work that matters

It’s a familiar scene. You need some info to do your work, and you can’t find the right document or email! We want to rid you of this frustration, so you can use your time to grow the business and give customers the service they expect on the spot.

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Everything in one place

We connect content such as documents, emails, customer details, order numbers, and project info, even if it is saved in different archives or systems.

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A full context for your work

All contracts expiring next month, all documents for a given project, all correspondence with a customer. You get the full picture on the topic you are interested in.

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One copy, no uncertainty

Forget duplicates, we store one copy for each document instead. Never again will you have to wonder if you are working with the most recent version.

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We take care of the rest

We make sure documents go through their workflows, follow appropriate retention policy, and are accessed only by those with the right permission.

Document & Object Workflow

Document & Object Workflow

Document & Object Workflow

Control processes and track progress on daily, monthly or ad-hoc tasks.

Enterprise Information Management

Enterprise Information Management

Security, Search, Usability.

Intuitive Metadata Tags

Intuitive Metadata Tags

Intuitive Metadata Tags

Intuitive metadata tags help users find what they need regardless of where it’s stored.

Permission Controls

Permission Controls

Permission Controls

Permission controls give access to the right people, and no one else.

Artificial Intelligence

Artificial Intelligence

Artificial Intelligence

AI scans existing documents to automatically tag metadata.

Master Record Data

Master Record Data

Master Record Data

Automate data capture and OCR of your data.

Work From Anywhere

Work From Anywhere

Work From Anywhere

Regardless of the access point, workers can find the right information from any device.

Electronic Signatures

Electronic Signatures

Electronic Signatures

Electronic signatures complete documents faster and ensure auditability.

Automated Business Workflows

Automated Business Workflows

Automated Business Workflows

Automatically Ensure your firm's procedures are followed.

Accounts Payable

Accounts Payable

Manage and process invoices, receipts, purchase orders, financial statements and tax documents to increase operational efficiencies and minimize risk.

Contract Lifecycle Management

Contract Lifecycle Management

Securely keep contracts organized and make sure the right people have fast access to the right version of any contract from any place or from any device.

Document Management

Document Management

Permission controlled, enable users to instantly access files from any device, while ensuring version control and avoiding duplication of content.

Human Resources

Human Resources

Manage and track recruitment, training, performance appraisals, payroll and benefits to maximize operational efficiencies and knowledge; protect sensitive information.

Invoice Processing

Invoice Processing

Automate and track the review and approval of invoices as well as other financial business processes to ensure invoices are paid on time.

Quality & Compliance

Quality & Compliance

For companies in highly regulated industries, manage audit process, standard operating procedures (SOPs), nonconformance reports, corrective and preventative actions (CAPAs).

Project Management

Project Management

Define simple rules for content visibility, task deadlines and ownership to streamline the entire project management process.

Sales & Marketing Automation

Sales & Marketing Automation

Integrate with existing CRM to create a connection to critical content like proposals, presentations, contracts, POs, invoices, quotes and email.

 

Training

Training

Manage staff learning requirements, certifications and other training tasks to track and report on training.

 

The main purpose of implementing an Enterprise Information Management (EIM) System is to provide access to relevant information to all stakeholders within and outside of the organisation. Ensuring that the correct individuals or groups can access information easily is an important characteristic of these types of systems.

With M-Files EIM, the task of creating and managing information in a secure and easy to use environment becomes a reality. M-Files manages security through content (metadata driven permissions), function (Finance, HR, Operations etc.) as well as on an individual document level.

M-Files further provides key EIM functionality such as Object centric workflow, Version Control (Library Functionality), as well as the main feature of Metadata which facilitates the easy categorisation and searching of information associated with documents and other objects within the organisation.

Version control with a history of changes, stored as incremental changes, ensures that all changes to documents can be viewed by version of the document.

Co-authoring of documents is made easy either internally or externally utilising the power of One-Drive and Office Online.

Seamless integration with Microsoft Office means that documents created or edited in Microsoft Word, Excel, or PowerPoint are easily managed with the M-Files Add-ins. Integration with Microsoft Outlook makes saving of emails to M-Files a breeze.

Active Directory – M-Files integrates with Active Directory to ensure the management of users can be done centrally. If no Active Directory exists in the organisation, M-Files authentication can be used.

Automated Workflow – Automating processes such an AP Invoice approvals, contract lifecycle management, or a simple expense claim approval can be streamlined using M-Files automated workflow functionality. Actions can be triggered through assignments or notifications throughout the process of completing a workflow.

Web and Mobile access – In addition to an installed client, M-Files provides access through Web as well as Mobile applications supporting Android, IOS, and Windows Mobile platforms. This means that information is accessible whether you are at the office, or on the road.

Replication – The M-Files system can be replicated to ensure continuity in the case of a disaster, or various site offices to ensure information is available even without proper communication.

Dynamic Views – M-Files displays information in a virtual folder environment utilising the metadata associated with documents and other objects as grouping criteria. With virtual folders a document can appear in multiple virtual folders, while only one copy of the document exists in the system.

Fast Searching – Find information fast utilising the easy to use M-Files Search functionality. Search in Metadata, file contents or both depending on the complexity of the search.

And so much more….

Case Management can be a complex process if a system that has the ability to manage all information related to a particular case natively is not used or properly utilised. Managing related content meaningfully can be a daunting task without the right tools or processes.

With M-Files the management of all types of related documents, emails, and other information objects is a natural process. M-Files supports the case management process natively and with the correct configuration of the system with supporting automated workflow processes, the task of managing and finding information relating to a case is relatively simple.

Managing a quality system is difficult. Keeping track of non conformance, corrective and preventive actions (CAPA), managing the approval of standard operating procedures (SOP), ensuring that the correct version of an SOP is in use, that training is synchronized with SOP's and managing internal and external audits are all very challenging tasks to have under control at all times. Ask any quality manager.

With M-Files you can dramatically simplify the management of your quality system and realize the benefits thereof rather than experience it as a big administrative hassle.

What makes quality management so different when you use M-Files:

  • It gives visibility to all quality matters to everybody involved and not just the quality manager.
  • The process to create, update and authorize SOP's is simplified by automating it with workflow processes.
  • Proper version control ensures that the correct version of an SOP is always in use.
  • Traceability of all quality tasks is provided through the audit trail that is created for these tasks.
  • Receive alerts when predetermined activities occur, e.g. a new SOP is released/published

With quality management becoming ever more ubiquitous over a wide range of industries, suppliers are required to have stringent control of their quality systems by supporting employees to comply as well as having accurate records and auditable practices and systems. Using an appropriate system to manage quality will ensure that you have up to date and correct information to simplify the process and of continuous improvement.

M-Files offers this solution as a customizable application which can be purpose built for the specific requirements within the compliance space in the organization. From ISO 9001 to FDA 21 CFR Part 11, compliance can be easily managed within the M-Files for compliance environment.

Keeping track of corrective actions, managing policies and procedures, to automating some of the quality processes is made possible with M-Files for Compliance.

Working with Paper is slow and cumbersome. The alternative of sending emails with documents back and forth is a step in the right direction, but it lacks structure and visibility of the processes. Antiquated business processes slow down the average company’s decision making and also waste time.

The lack of traceability means that companies rely on participants in the workflow chain to all react timeously.

Agile business practices require modern control and traceability of workflow. Tracking, statistics and security add to the benefits of electronic workflow. With the correct electronic “tools”, this can easily become a reality within your business.

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