Global Producer and Supplier of Food Products Transitions from Paper to Electronic Information Management with Help From Marco and M-Files

Posted on December 11, 2012 under case studies by

Sinner Bros. & Bresnahan (SB&B) is a family-owned, large-scale agribusiness that produces, processes and supplies food grade products worldwide. SB&B administers multiple business units from its North Dakota headquarters, and each entity manages a large volume of information that ranges from food product quality and accounts payable documentation to customer records and vendor agreements.

In 2010, the company realized it needed a formal enterprise content management (ECM) system to more effectively manage this information, which had been stored and organized in physical folders and file cabinets for more than a century.

Marco Oversees Deployment of M-Files ECM Solution
SB&B learned about the M-Files ECM system through VARBusiness 500 solution provider, Marco. As an M-Files Premium Solution Provider, Marco demonstrated how the metadata-powered M-Files ECM solution could help SB&B efficiently move from its outdated paper-based approach to a true electronic document management system that could also automate workflows as well as enhance its CRM capabilities.

Marco worked closely with SB&B to define specific workflows as well as document types and associated metadata properties in M-Files for each of SB&B’s business units which automated the process of uploading new documents into the system.

Automated Workflow Capabilities Streamline Invoice Processing
Prior to M-Files, workflows at SB&B consisted of a person in one office completing a task and then walking the document associated with that task to another person for their review and approval. Marco worked with SB&B to transition from this highly-inefficient manual process to an automated approach executed within M-Files that enables users to establish simple assignments for ad hoc collaboration and receive automatic email notifications for new and modified documents.

The metadata-based architecture of M-Files enables SB&B to easily establish and enforce workflows in order to handle accounts payable processes more efficiently. By having all invoices reside in a centralized location SB&B has automated the process of routing them to managers for approval and then sending them off for final processing and payment.

The accounts payable workflow was only the beginning with M-Files workflow capabilities.  Since initial implementation, SB&B has worked with Marco to create numerous workflows that range from simple email notifications for newly created documents to multiple step procedures to help track processes and procedures.

SB&B Only Scratches the Surface with M-Files Powerful ECM Capabilities
A few years ago SB&B deployed a CRM system that did not meet their expectations. Since then, the company has been using M-Files to address their CRM needs, which has resulted in better utilization as M-Files becomes the central program for many functions, not just one.

From enabling the smooth transition from paper to electronic document and information management, to establishing and enforcing workflows in order to handle accounts payable processes more efficiently, M-Files has been instrumental in helping SB&B become more efficient and productive. Read more in the recently-issued M-Files case study about SB&B Foods.

About M-Files

M-Files dynamic content management solutions are revolutionizing the ECM market by transforming how businesses manage, secure and share information with a unique metadata-powered approach that organizes and processes content based on what it is, rather than where it resides. Thousands of businesses in over 100 countries use M-Files on-premise, in the cloud or in hybrid environments to improve productivity and quality, and to ensure compliance with industry regulations and standards, including companies such as SAS, Elekta and EADS.

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