Business Process Management (BPM) / Workflow Automation


Automate business processes and maximize workflow efficiency.

Streamline your organization’s important business processes and workflows with M-Files, from simple document requests and updates, to advanced review and approval processes.

The workflow engine in M-Files makes it easy to implement any business process with required steps, actions, and pre- and post-conditions. Participants in the process can be notified via email of required actions, and documents and other objects can be added to their electronic to-do list in M-Files. It's easy to see the status of documents or other objects, and processes can be advanced to the next step with a single click.

All workflow steps are tracked in the version history, and since workflows are also metadata-driven, it's easy to evaluate how well processes are being executed. M-Files Reporting features also make it easy to visually monitor processes and determine how to improve and optimize processes by identifying where issues or problems are occurring.

Controlling the permissions of allowed state transitions can also be easily configured for individual users, user groups, or metadata-based "pseudo users," such as employee.supervisor. This ensures that an important process can only be moved to the next state by authorized personnel. For instance, permissions for an agreement or contract approval process can be configured such that it is only be possible for the agreement to be "approved" by the user who has been marked as the owner in the agreement's metadata. For full compliance with FDA 21 CFR Part 11 or GMP EU Annex 11, workflow state transitions can be set to require digital signatures as well.

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