When Innisfree M&A found out their previous document management platform would be discontinued thanks to a corporate merger, the New York-based stakes shareholder engagement firm knew they needed to act quickly and deliberately to ensure a smooth migration of their valuable data. The lesson Innisfree learned in the process?
Legendary NFL coach Vince Lombardi is credited with coining the iconic blurb “Winning isn’t everything; it’s the only thing.” While Lombardi may not have been the first one to say it, the message nevertheless resonates with professional services firms from accountancies to financial services to consultants—winning new clients (and retaining current ones) is everything.
Document automation is a competitive market with plenty of options on offer. So, you may be wondering what differentiates M-Files Ment from the crowd?
What’s the worst parts of your organization’s “manual document drafting” nightmares? Perhaps it’s those NDAs that you wish were automated or those Data Processing Agreements that you need to do before new regulatory deadlines take effect. The good news? There is a better way—an automated way. But, what are some of the considerations you’ll need to think about when looking at document automation for the first time?
As global disruptions continue to make headlines, it’s never a bad idea to learn how to maximize effectiveness across all your business processes, including document automation. What follows are a few tips on how to prepare for and make the most of document automation, and by extension the efficiencies that can be absorbed from it.