Teams | Collaboration | Customer Service | Project Management

AI & Beyond with Microsoft and M-Files

M-Files is presented by Microsoft as a comprehensive document management solution that transforms how organizations handle documents, people, and processes by creating a context-rich, connected ecosystem. The platform differentiates itself from traditional file storage systems by capturing knowledge and relationships around every document and workflow, creating a living information environment. M Files integrates natively with Microsoft 365 applications including Teams, Outlook, Office, and Copilot enabling AI-powered automation while maintaining security and compliance standards.

Success Story: How NEPC Transformed document management with M-Files

In this video, NEPC’s CTO Devan Dewey explains how the firm automated 13,000 documents per month using M-Files’ metadata-driven document management platform. By integrating M-Files with core client and portfolio data — and Microsoft — NEPC improved efficiency, governance, and client service delivery.

Revolutionize Client Information Management with M-Files | Boost Productivity & Security

Welcome to the future of Client Information Management. This short animated video shows how M-Files empowers professional services firms to: Boost staff productivity Ensure client confidentiality Accelerate onboarding Eliminate errors Automate secure document sharing and audits With M-Files, your team can win and retain more clients by delivering secure, accurate, and efficient client engagements—every time.

Enhancing Organizational Efficiency with Quality Management

Enhance your quality management system by embedding it into everyday business processes. Use controlled document management and learning requirements to ensure your staff always follows the most current procedures. Automate the traceability of issues, as well as corrective and preventive actions. Streamline audits with automated evidence from version control and audit trails. To succeed, organizations need a quality management strategy that boosts employee productivity, ensures accessible information, and aligns workflows with company policies.

M-Files Context-First Document Management

M-Files is the Context-First Document Management system that has redefined how work gets done by organizing information based on what it is, not where it’s stored. By connecting documents, people, projects, and processes in a unified view, M-Files eliminates operational friction and gives business and IT leaders a performance advantage.

Introduction to Native Coauthoring in M Files

This video introduces you to the Native Co-authoring functionality in M-Files. Native Co-authoring enables seamless editing of documents by multiple people at the same time using their Microsoft 365 desktop applications. Native Co-authoring brings you the best-in-class authoring experience, enhancing your satisfaction, engagement, and adoption. By managing the full lifecycle of documents within M-Files, you will boost productivity and minimize risks.