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CEO/President

Setting the vision, strategy and culture of a company requires that you make good decisions quickly. M-Files helps your organization become the well-oiled machine you know it can be.

Benefits

Find the right information instantly to make better decisions.

Sometimes finding the right document when you need it seems impossible. Where was that file saved? Who edited it last?
What if it didn't matter? M-Files eliminates the chaos of traditional folders by organizing content based on what it is, so you never have to remember where it’s saved or which version is the right one.

Connect everything so you can focus on innovating.

Communication is the key to any relationship and your business software is no exception. M-Files fits right in with your CRM, ERP and other business systems, creating a single point of access to critical information across your business. That means everyone on your team - including you -- can find and use important information, no matter where it's stored.

Grow faster than your competition

M-Files provides tools to manage everything on your own, without having to rely on IT. Want to change how your company handles leads or start entering expense receipts with your smartphone? Have your business team turn ideas into reality and grow your business faster.

Make everyone’s work life easier

The biggest challenge of deploying a new system is getting everyone to use it. With M-Files, user adoption is never a problem because it conforms to how you work. Manage documents, information and processes without having to consult a user manual. It's intuitive, accessible from all of the programs you use and it just works.

Howard Loewen, President - MicroPilot

Howard Loewen

President | MicroPilot

“If you do ISO 9001 manually, the additional paperwork is a pain. But with M-Files, it’s trivial.”

IT

You deploy and maintain every bit of technology your company uses. The company relies on you to make it all work. From computer networks to information security to server infrastructure, you keep everyone and everything in your organization running and connected. M-Files automates processes, access permissions and more so you can focus on other important projects.

Benefits

Flexible deployment

It’s your choice: use your existing servers and infrastructure by running M-Files on-premise, deploy M-Files in the cloud powered by Windows Azure, or enjoy the benefits of both with a hybrid cloud deployment. View your deployment options.

Guarantee high user adoption

The biggest challenge of deploying a new system is getting everyone to use it. With M-Files, user adoption is never a problem because it conforms to how you work. Manage documents, information and processes without having to consult a user manual. It's intuitive, accessible from all of the programs you use and it just works.

Secure content while making it accessible

It's important to keep your content safe while making sure everyone in your company has access to the files and information they need. Permissions are set automatically and dynamically in M-Files. Automate data security and accessibility for everyone.

Focus on the important stuff

Your time is precious. The last thing you need to worry about is managing tasks that can be handled by others in the organization. M-Files reduces the demands for IT involvement by enabling those closest to the business need to easily configure the system to meet their requirements.

Video: Automatic Permissions

Managing complex access control policies becomes overwhelming with the limitations of most systems. M-Files provides unlimited control over any type of content while keeping things simple. That's because permissions can be assigned based on what something is instead of where it's stored. Give control back to the responsible business manager while freeing up IT resources with Automatic Permissions from M-Files.

Steven James

Network Administrator | CTI Engineers, Inc.

"We wanted to store everything in one place and access it from any of the branch offices or on the web – from any computer. We needed a digital archive that was quickly searchable and easily usable by all of our employees."

QUALITY & COMPLIANCE

You've got high standards. Maintaining regulatory compliance and ensuring product quality consistency are your top priorities. Manually tracking tasks and verifying actions can be extremely time consuming. M-Files automates workflows while allowing the right people to access the right information instantly.

Benefits

Disseminate and enforce policies and procedures

What if everyone in your organization could find the right information quickly? In M-Files, there’s only one version of every document. No matter what type of quality document is needed, it’s always controlled and versioned.

Automate quality processes

Your company depends on you to keep things under control. You need to ensure specific procedures are followed, but you shouldn’t have to manually manage day-to-day processes. M-Files automates quality workflows like change control, CAPAs and training. That means you can ensure consistency while M-Files adapts to processes and workflows ensure the process is followed.

Keep track of corrective actions

You’ve identified something that needs to be changed and created a new procedure. That’s great. But how do you verify that the procedure was implemented? M-Files keeps track of all required activities and assignments to make sure your change is being implemented.

Reduce regulatory risk

Failing to comply with regulations can be expensive and risky. From ISO 9001 to FDA 21 CFR Part 11, our job is to help you stay compliant. M-Files helps reduce the risk of unsatisfactory audits and regulatory non-conformance by organizing, recording and providing transparency and controls to your business.

M-Files Mobile - eSigning Demonstration

M-Files Mobile enables businesses in highly regulated industries to maintain compliance outside of the office. The eSignature capability integrated into M-Files allows businesses sign documents with FDA 21 CFR Part 11 and Eudralex Vol 4 Annex 11 compliant electronic signatures.

Blaine Ah Yuk-Winters, Project Manager - Lypanosys

Blaine Ah Yuk-Winters

Project Manager | Lypanosys

"When we had to submit a filing to the FDA, it was difficult finding the relevant documentation we needed. M-Files saved us a lot of time compared to the folder structure we had used."

FINANCE

No one would get paid without you. Whether you're in Accounting, Accounts Payable or Payroll, you jump through a lot of hoops to keep things running smoothly. From audits to debt restructuring to reporting, managing the day-to-day finances of a business is a tough job. M-Files helps organizations comply with financial regulations while providing instant access to important documents and information.

Benefits

Make your business audit-proof

Failing an audit is extremely costly and risky. Keeping records of everything and maintaining updated financial documentation is critical. M-Files keeps track of every version of everything for you. See the entire history of all of the content in your organization at any time.

Process invoices faster

Invoice and AP automation has never been easier. Capturing invoices and handling approvals is difficult if you’re managing everything manually. M-Files makes invoices actionable by automating the entire workflow. Because M-Files knows who is responsible for every task along the way, notifications are sent automatically.

Mobile accounting

Manage accounting tasks on the go with the M-Files mobile app for iPhone, iPad, Android and Windows Phone. Review and approve expense reports, view invoices and scan receipts no matter your location or mobile device.

Records management

Since you’re in charge of keeping track of everything from budgets to financial records, it’s imperative that you always have current, accurate information. M-Files makes recordkeeping a breeze because there’s only one, always up-to-date copy of every file.

Inna Neujahr

Controller | Nutiva

"When I'm out of the office, I can easily find out if invoices have been paid, and even approve invoices from my smart phone. The mobile document retrieval and workflow capabilities of M-Files enable us to eliminate workflow bottlenecks, which improves our business process efficiency."

Using Document Templates

Watch and learn how to quickly create a template that will fill in information automatically for commonly used contracts, agreements, and other documents.

Mark C. Meyer, Attorney at Law

Mark Meyer

Attorney | Mark Meyer, Attorney

"Since the court systems are moving towards electronic case filing, M-Files works great. You can track your materials digitally and electronically submit the final version."

OPERATIONS

You're responsible for the day-to-day functions of your company. From purchasing to logistics to administration, keeping everything running smoothly is a huge task. M-Files puts the "back office" front and center by organizing information and automating business processes.

Benefits

One version of every document

What if everyone in your organization could find the right product labels, packing slips and other documents quickly? In M-Files, there’s only one version of every document. No matter what type of quality document is needed, it’s always current.

Project management

Staying on top of everything during the entire life cycle of a project is difficult. Whether you're managing warehousing, transportation or distribution projects, M-Files gives you quick access to the information you need to manage your team.

Automated workflows

Manually managing day-to-day processes isn't a good use of your time. M-Files automates operational workflows like purchase order approvals. That means you can ensure consistency while M-Files verifies that every step in your business process is followed.

Supplier management

Managing relationships with your suppliers requires strategic planning and the ability to monitor and track all interactions with the companies that supply goods and services to your organization. M-Files helps create closer, more collaborative relationships with key suppliers by managing all of your stuff and providing quick access to it from anywhere, even right from your ERP or CRM.

Paul Ellison, Vice President, Information Management - Fläkt Woods

Paul Ellison

Vice President, Information Management | Fläkt Woods

“With M-Files, we can instantly see the current stage of a particular workflow, we have a clear understanding of the design changes that have taken place, and we can see all of the interactions that have taken place with customers and suppliers.” 

SALES

You make the company money. That's why you can't afford to waste time finding the documents and information you need to close the next deal. M-Files makes sure you have the customer information, collateral and data you need to keep your company and numbers growing.

Benefits

CRM

Keep track of every bit of information about your customers and prospects. From documents (like proposals, emails and invoices) to orders and contact details, M-Files maximizes your investment in CRM. Use another CRM system? M-Files connects to the leading CRM systems to make sure all of your information is in one place.

Find what you need instantly

Sometimes finding the right document when you need it seems impossible. Where was that file saved? Who edited it last?
What if it didn't matter? M-Files eliminates the chaos of traditional folders by organizing content based on what it is, so you never have to remember where it’s saved or which version is the right one.

Expense reporting

No one likes scanning a bunch of expense receipts after a sales trip. In M-Files, filing all of your expenses is simple. Take a photo of your receipt with your smartphone while you're on the trip, save it to M-Files using the M-Files mobile app and the expense reporting process is started automatically. See M-Files mobile scanning in action below!

M-Files plays well with others

Communication is the key to any relationship and your business software is no exception. M-Files talks to your other systems so you can find what you need from wherever you are. We integrate tightly with existing CRM, ERP and other business systems so that every bit of information you need is in one place.

Mobile Scanning Demonstration

Watch this video and learn how to scan documents (like expense receipts) directly to M-Files using the M-Files mobile app.

Mikko Kuokkanen, Team Leader - Krogius

Mikko Kuokkanen

Team Leader | Krogius

"We are very pleased with the improved level of customer satisfaction that we’re now able to provide because of M-Files." 

MARKETING

You have to be creative and efficient to drive the sales of your organization. The last thing you should be thinking about is where to find something or which version of a press release is the most current draft. M-Files makes sure you always have that one, always up-to-date file exactly when you need it.

Benefits

Find what you need instantly

Sometimes finding the right document when you need it seems impossible. Where was that file saved? Who edited it last?
What if it didn't matter? M-Files eliminates the chaos of traditional folders by organizing content based on what it is, so you never have to remember where it’s saved or which version is the right one.

Collateral management

Few things are more frustrating than finding out you've been working with an outdated version of a document. M-Files can notify you when marketing collateral is updated, and even when it hasn't been reviewed in a while. That way you can stay on top of all of the great content you're creating without having to worry about it.

Sharing and collaboration

Sharing documents in M-Files is as easy as a right click. Whether you need to send someone a document or collaborate with colleagues, M-Files keeps everything streamlined and organized.

M-Files plays well with others

Communication is the key to any relationship and your business software is no exception. M-Files allows your systems to talk to each other. We integrate tightly with existing CRM, ERP and other business systems so that every bit of information you need is in one place.

Henrik Lyder - Principal, Bentley Instruments

Henrik Lyder

Principal | Bentley Instruments

"Adopting a digital asset management system ensured our people could find the most current documents -- the most up-to-date designs, the most up-to-date instructions on how to build, and the most up-to-date manuals -- instantly, rather than having them rummage through a paper library or a chaotic PC folder system."

HUMAN RESOURCES

You're responsible for the most important asset in the company: people. From recruiting to training to employee benefits, everyone in your company relies on you to get hired, fit in and feel at home. M-Files helps you access and manage employee documents and information, including annuals reviews, training and certifications.

Benefits

Learning and development

Managing and tracking learning requirements and training tasks can be a huge task. M-Files allows training assignments to be created, completed and tracked seamlessly. From orientation to new skill development, ensuring employees are trained and prepared is vital for business success.

Employee information management

Managing employee information is a mandatory responsibility. M-Files is a central repository for every bit of information about the people that power your company. Employee contact information, records, training requirements and tons of other data and information can be stored, accessed and leveraged to make your job easier.

Certification tracking

Since M-Files stores any type of information, you can easily maintain exam records, certification status and transcripts.

Protect sensitive personal data

With M-Files, protecting sensitive employee information while making it accessible to specific people in the organization is easy. M-Files manages permissions automatically and dynamically, ensuring data security and maintaining accessibility for everyone.

Anita Williams, Administrative Director - Liquid Compass

Anita Williams

Administrative Director | Liquid Compass

"With M-Files, our interdepartmental coordination has improved and we are able to work more efficiently."

CUSTOMER SERVICE

You're in charge of making sure customers are happy before, during and after their purchase. That means you have to provide the right service and support as quickly, accurately and courteously as possible. Doing that is difficult if you don't have the information you need at your fingertips. M-Files provides instant access to the documents and data that will help you achieve true customer satisfaction.

Benefits

Find the right documents to help your customers

Sometimes finding the right document when you need it seems impossible. Where was that file saved? Who edited it last?
What if it didn't matter? M-Files eliminates the chaos of traditional folders by organizing content based on what it is, so you never have to remember where it’s saved or which version is the right one.

Bug and improvement tracking

Improving your product, processes and business operations ensures that your customers are happy. M-Files simplifies the process of reporting problems and tracking the progress of solutions.

Sharing and collaboration

Sharing documents in M-Files is as easy as a right click. Whether you need to send someone a document or collaborate with colleagues, M-Files keeps everything streamlined and organized.

Secure everything

It's important to keep your content safe while making sure your customers and coworkers have access to the files and information they need. M-Files manages permissions automatically and dynamically, ensuring data security while maintaining accessibility for everyone.

Mikko Kuokkanen, Team Leader - Krogius

Mikko Kuokkanen

Team Leader | Krogius

"We are very pleased with the improved level of customer satisfaction that we’re now able to provide because of M-Files." 

RESEARCH & DEVELOPMENT

You help determine the future of your organization's products, processes and services. Whether designing innovative new technologies or running clinical trials, R&D team members are the prophets of profit. Keeping track of what needs to be done, who should be doing it and when it should be done, all while ensuring best practices are followed isn't easy. M-Files automates processes while giving you instant access to all of the information you need so you can focus on innovating.

Benefits

Find the right documents faster

Sometimes finding the right document when you need it seems impossible. Where was that file saved? Who edited it last?
What if it didn't matter? M-Files eliminates the chaos of traditional folders by organizing content based on what it is, so you never have to remember where it’s saved or which version is the right one.

Project management

You're at the center of where innovation meets technology. Managing everything during the entire life cycle of a project is complex and it's not optional. Whether you're managing product development, prototyping new concepts or doing fundamental research, M-Files gives you quick access to the information you need to manage all your projects and your team.

Bug and improvement tracking

Improving your product, processes or business ensures that your customers are happy. M-Files simplifies the process of reporting problems and tracking the progress of solutions.

Clinical trials

Capture and manage clinical trial data while ensuring compliance with regulatory guidelines like FDA 21 CFR Part 11. M-Files automates trial-related processes so you can spend less time auditing and more time analyzing results.

Tyler Lassen

IT Specialist | Idaho Milk Products

“Our company is audited throughout the year, from customers conducting quality assurance inspections to our quarterly financial audits -- and with M-Files, we spend far less time administrating audits than we did before."

PUBLIC ADMINISTRATION

Document and content management plays a central role in public administration organizations.  You need to work closely with other organizations while dealing with limited resources. M-Files helps you produce and process information more effectively. Spend more time offering the best possible service to your clients and less time processing information and documentation.

Benefits

EIM Solutions as Part of Operational Activities

Traditionally, document and content management systems have been separate from enterprise information management (EIM). Information is produced and processed in a variety of applications that don’t allow it to move between different organizations. In M-Files, the entire information life cycle from creation to archiving is done in a single system while satisfying all regulatory requirements. Ensure that retrieving information is simpler and more unified.

Secure Confidential Information

In public administration, operations and activities are regulated by confidential information. By centralizing information in M-Files, it’s easy to access information while maintaining visibility. Stop worrying about lost hard copies and computer crashes since everything stored in M-Files is safe and secure. Storing your files in the M-Files vault prevents accidental deletion and every version of the file is automatically saved in the version history. It’s easy to see when the file was last edited, who made the changes, and can revert to an older version if needed.

Eliminate Information Silos

When organizations use multiple business systems, important data can become isolated in those systems. Employees have to look for information in various places without the ability to connect the dots. M-Files seamlessly integrates with your other business systems to add intelligence to your data and keep everything connected. For example, a license application, a client in your CRM and an employee record stored in your HR system can all be connected and visible in M-Files.

A Paperless Paradise

Working with paper documents is inefficient and expensive. The information stored in a stack of paper on a desk is inaccessible outside the office, requires slow manual processing and can easily fall into the wrong hands. Storing documents and information electronically allows the entire contents of the document to be searchable, the individual permissions secure and allows for simultaneous editing. Save on paper costs, be environmentally friendly and more efficient.

Is your role not listed?

Let us know what you do and we’ll show you how M-Files can make your job easier.
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