With documents in order and automated processes in place, you can focus on serving your customers more effectively.
Customers want a simple and collaborative experience at an affordable price, and to meet their expectations, you are often asked to do more with less. You have to empower your staff to deliver, but that is a challenge when they spend time and energy figuring out where the engagement stands. Where is that SOW? Who should I forward this to for approval? Did someone already send this to the client? We have just the solution.
We help business consulting and other professional services companies manage documents and automate key business processes.
We give you a single point of access where all information about customers can be organized, safely stored, and accessed. Everything you need to deliver a memorable experience is just a click away.
With M-Files, processes like customer onboarding and contract management can be standardized. Errors and wait times are reduced, and you can deliver value more quickly.
Your customers’ data is protected by encryption and access permissions. And by tracking what happens to documents at all stages, we enable you to prove you are following the right processes to protect your reputation.
In this eBook, we go over five challenges business consulting firms have to face when digitizing their business.
We help consulting firms worldwide
M-Files works well with most popular tools, to minimize the impact on day-to-day operations.
Make sure no important piece of client correspondence is left in an inbox for no one to find.
Connect information about your customers with related contracts and property documents.
Find information stored in different places directly from a SharePoint online view.
If you want to dedicate more resources to serving customers, you need to enable your staff to find information quickly and easily. Folders are no help.
In this eBook, we detail how M-Files can help business consulting firms streamline engagement management and win more customers.