BPM software

Automate document workflows with M-Files’ BPM software

Business process management (BPM) has long been a priority for organizations as they work to improve efficiency, minimize errors and increase productivity. By documenting business methods and continually refining and automating them, the discipline of BPM can help deliver exceptional customer experiences, ensure regulatory compliance and achieve better outcomes.

Managing and improving myriad business processes is complex. Superior BPM software can help by automating workflows, streamlining management tasks and continuously monitoring business processes. For organizations seeking a BPM software solution that can integrate easily with an existing technology stack, M-Files offers an AI-powered intelligent information management solution that provides all the tools needed to manage process refinement and workflow automation.

Get a grip on your process

See how M-Files can save resources and prepare your business to scale.

How BPM software improves processes

As the volume of information produced and managed by businesses continues to double every 1.2 years1, the impact of inefficiencies in business processes and document workflows may compound as well. The right BPM software can enable better business process automation that simplifies information management and heightens productivity.

BPM software can address many areas of inefficiency.

Late deliveries

Identify process and supply chain issues to improve on-time delivery.

Unplanned costs

Standardize and automate processes to eliminate unexpected expenses.

Long response times

Automate workflows and notifications to ensure that customers and clients can get quick answers and timely solutions.

Employee turnover

Automate routine and monotonous workflows to allow employees to focus on more meaningful and strategic tasks.


Define, automate and monitor processes to ensure things are done right the first time.

Slow pace of gathering information

Enable workers to find documents and data in seconds, no matter where it lives within the organization.

Uninformed decision-making

Let technology handle the flow of data and business intelligence throughout the organization to ensure decision makers have information they need at their fingertips.

Lost sales and customer loyalty

Refine business processes to focus on continually improving the customer experience and ensuring they have information and answers they need to take the next step in their buying journey.

M-Files: a smarter way to automate processes

M-Files is a next-generation intelligent information management platform that combines content and document management with automated workflows and heightened security to deliver all the capabilities you need in a BPM software solution.

Smarter information management

M-Files delivers a more powerful and intuitive way to find and manage information. Rather than creating a central repository and requiring document migration, M-Files uses AI-powered technology to locate documents wherever they exist within the organization – in network folders, cloud storage, filesharing services, SharePoint, ECM systems, CRM technology or other business platforms and repositories. M-Files analyzes each document to extract information that provides context and tags the file with metadata that makes it easy to find. The result is a single, unified view of all documents in the organization that doesn’t disturb existing systems or processes.

Automated workflows

Using the metadata attached to each document, M-Files guides documents through custom workflows and automates business processes to enable superior business process management. M-Files can automatically track due dates, issue reminders and follow up on assignments. M-Files can also ensure documents are reviewed and approved according to company guidelines and regulatory requirements.

Exceptional security

M-Files encrypts all documents and uses dynamic access permissions to restrict who has access to records. Access rights are based on metadata about the document type, project or case, and workflow state. Permissions update automatically when there are changes within the organization or workgroups.

Automate your business processes with Intelligent Information Management

See how AI-driven workflows can boost efficiency and enhance customer experience.

Where M-Files’ BPM software can help

M-Files can have a dramatic impact on efficiency at every level of the organization.

Accounts Payable

Improve management of invoices, receipts, purchase orders, financial statements and tax documents to minimize risk and improve insight into financial position.

Project management

M-Files’ BPM software can define simple rules for content visibility, deadlines for tasks and ownership of documents to streamline project processes.

Records management

Manage and track records from the moment they are created to their archival or disposal.

Enterprise content management

Manage all content within the organization regardless of its format, how it was created or where it resides. Locate unmanaged or "dark" data and convert it to manageable data within minutes.

Human resources

Maximize operational efficiencies in recruiting, training, performance reviews, payroll and benefits while protecting sensitive documents with automated access permissions.


Organize and manage learning requirements, certifications and other training tasks for staff members.

Document management

M-Files’ document management tools enable users to instantly access files anytime, anywhere on any device while eliminating duplicate content and ensuring version control.

Contract lifecycle management

Make it easy for employees to find and manage contracts by automating workflows and ensuring the right people have fast access to the right versions.

Quality and compliance

Manage audit processes, standard operating procedures (SOPs), nonconformance reports and corrective and preventive actions (CAPAs) for companies in highly regulated industries.

Invoice processing

Automate and track the review and approval of invoices to make sure obligations are paid on time.

Improving the client experience with BPM software

Organizations focus on enhancing client experiences as a way of improving business outcomes. BPM software from M-Files can aid in this effort in several essential ways.

Get a complete view of the client

Client-related documents are stored throughout a variety of systems within a company. From attachments in email to agreements, contracts on network drives and transaction histories in CRM systems, M-Files gives executives a unified view of a client to improve understanding of their needs and history.

Automate repetitive processes to improve the client journey

By automating recurring client activities, companies can streamline processes and reduce effort while ensuring they flawlessly execute every step of engagement with customers.

Empower customer self-service

M-Files enables secure client portals and customer self-service to give clients access to information they need 24/7. Automated workflows can upload relevant documents to ensure they receive up-to-date data.

Provide personalized customer care

M-Files provides a 360° view of clients and their experience with your organization. Combining that information with workflows that automate and trigger specific tasks helps personalize communication and drive customer loyalty.

Glean insight from data

With M-Files’ document management and workflow automation, businesses can extract more value from client-related information, delivering insights to refine processes, increase efficiencies and improve interaction throughout the client experience.

How M-Files enables efficiency for your business?

Faster Search

What you need, when you need it. That is the way M-Files works. Fast, easy, and intuitive.

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You can use your favorite daily tools, such as MS Teams or Salesforce to manage your documents.

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Easy collaboration

Share content securely, and co-author documents simultaneously — wherever you work.

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Streamlined daily work

Let M-Files suggest tags for your documents and add workflows for faster processing.

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Why choose BPM software from M-Files?

M-Files offers a smarter way to work. By making it easier to find, access and share the right documents with the right people, M-Files eliminates frustration, wasted time and business risk of inaccessible information. By automating document-based workflows, M-Files helps streamline and simplify routine tasks so employees can focus on high-impact, highly-skilled work that yields greater outcomes and higher job satisfaction.

Collaboration is easier with M-Files. Rather than emailing attachments back and forth, colleagues can share a link to a single, authoritative version of a document that everyone can work with and comment on. Secure client portals make it easy to share information and processes with people outside the organization. With M-Files’ integrations and APIs, employees can use the platform with business and productivity tools they prefer rather than learning a new system.

Deployed in the cloud, on premises or as a hybrid solution, M-Files is used by thousands of organizations in more than 100 countries worldwide.