M-Files

Plano, TX, USA
1989
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By Yohan Lobo Although topics such as inflation, market volatility, and interest rate mayhem are top of mind for most wealth managers, the evolving AI revolution is making the industry stand up and take notice. But forward-thinking wealth management firms aren't necessarily asking the typical headline-making questions: Will AI take my job? Can we trust AI? Will AI take over the world? Rather, firms are asking: How can we leverage AI to create a superior client and employee experience?
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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?
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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.
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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?
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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?
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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.
  |  By Marc May
M-Files Ment is a dynamic no-code document automation platform that allows users to automate documents in minutes – without requiring technical resource. One of its unique qualities is that it allows users—for example, lawyers—to produce templates easily through its 100% no-code visual interface with minimal training. You can pick it up easily and run with it, allowing users to scale their team’s automated documents quickly and at reduced cost.
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A pilot is a project that allows an organization to assess whether a piece of software matches that business’ requirements by adopting the technology for one particular use case and measuring its success. It tends to be a precursor for a wider roll out of the technology and aims to evaluate a use case before investing time and resources into a more extensive change project.
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At M-Files Ment, we’re committed to ensuring our customers fully utilize our product and get the most out of it. We have a Customer Success team dedicated to just that which a strong mission to provide our customers with the help they need.
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When it comes to no-code document automation, the question invariably arises: How much access should be given to clients when it comes to template questionnaires, especially as it applies to legal clients? This could include external clients for law firms, those who are paying the law firm for legal services, or internal clients for in-house, those who are requesting services from the legal department. You may be wondering why they need access to the template questionnaire at all!
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According to the M-Files CEO Antti Nivala, knowledge workers spend approximately 41% of their day on tasks that don’t fully utilize their primary skills. With the economic turbulence of 2023 continuing into 2024, effectively managing knowledge work becomes crucial for organizations. Here are my top three predictions for how knowledge work automation and AI will impact the way we work in 2024.
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Knowledge work is done on collaboration platforms, such as Microsoft Teams. M-Files for Microsoft Teams Add-In enables M-Files users and anyone they invite to their Teams outside their organization, to securely and conveniently collaborate on M-Files content.
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Learn how M-Files helped Blue Bell Creameries build a document management platform that reduces business risk, automates training and onboarding, as well as eliminating information chaos across their plants.
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This webinar is brought to you by KMWorld, M-Files and Adlib. In this webinar, M-Files and Adlib will guide you on how to: Establish seamless access and curation of information.
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M-Files is the leading platform for knowledge work automation. With the M-Files platform, knowledge workers can find information faster, work smarter, and achieve more. M-Files features an innovative metadata-driven architecture, embedded workflow engine, and advanced artificial intelligence. This enables customers to eliminate information chaos, improve process efficiency, and automate security and compliance.
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Knowledge work is done on collaboration platforms, such as Microsoft Teams. M-Files for Microsoft Teams Add-In enables M-Files users and anyone they invite to their Teams outside their organization, to securely and conveniently collaborate on M-Files content.
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Each document has a lifecycle, during which it is processed and edited. During the lifecycle, the contributors may change and different persons may be responsible for different decisions. However, it is important that every person participating in the process is aware of their own areas of responsibility and the working stage. The M-Files workflows enable modeling document lifecycles according to real world processes.
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Assignments are an important part of workflows. They transfer information and responsibility for task execution to the correct person automatically during a state transition. M-Files offers two types of assignments for use in connection with workflows. By selecting Assign to User, you can create an assignment that does not result in a separate object. You can also have separate assignments created once the object workflow is moved to a certain state.
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Notifications are a great way of keeping people up to date of what is going on with the documents they put into a workflow. To send a notification, first define the recipient users and user groups. Then enter the notification subject and the message. You can also specify the user from metadata or state transitions. Does your M-Files look different? - This video features the latest M-Files user interface (released in November 2022). Please note that the lessons in this video still apply.
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Ultimately, a flexible workplace strategy ensures the efficiency and productivity of a team, no matter where they are. Many companies are facing an urgent new reality that requires a flexible working environment. The smart organizations will be prepared. They will learn and then future-proof their business by enabling secure access to documents and information while minimizing risk.
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Microsoft Teams, the ubiquitous collaboration tool, has been embraced by nearly every type of business. In the wake of the Coronavirus pandemic, many companies have relied on Teams to keep their workforce connected and efficient. Indeed, Teams brings with it a host of unique benefits that cannot be ignored - but it also presents its fair share of challenges. In this eBook, learn about seven ways that businesses can get the most from their Microsoft Teams deployment.
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What's the best way to work efficiently from home? What are the technology tools needed to maintain continuity and productivity? These have abruptly become pressing questions as employers around the world enable staffers to work remotely. In this eBook, learn about short-term solutions that can get your team up and running quickly paired with a longer-term strategy that will help your organization create the best possible flexible work environment.
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To stay competitive and meet market demands, professional services firms must offer an exceptional customer experience, innovate their product offering and deepen their expertise. This means doing more with less and reallocating resources to high-value work, like serving customers, investing in more competitive offerings, or building expertise. However, archaic and outdated ways of managing information with folders are hindering firms' abilities to navigate these disruptions and curb competition.
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The global average cost of a data breach in the professional services industry is $4.5 million. The biggest contributor to this cost is lost business. Information security is hugely important to an organization and only seems to take the limelight when a breach occurs. In this whitepaper, you'll find an easy three-step process for protecting your professional services firm's reputation.

M-Files is a passionate, dynamic company providing intelligent information management solutions that are disrupting the ECM market. We are a company grown out of one simple vision: that efficiently managing information is a widespread business problem—and that solving this common problem is vital to any business.

M-Files intelligent information management solutions are disrupting the ECM market, recently renamed Content Services Platforms by Gartner, with a fundamentally new and unique approach that eliminates information silos by providing quick and easy access to the right data and content from any business system and device.

Based on three fundamental concepts:

  • Metadata: M-Files turns the tables on traditional approaches by intuitively managing information by "what" it is versus "where" it's stored. No more guessing where to store a document, just tag it and relate it to other important business objects, such as customer, project, case, and so on, and it shows up dynamically, wherever it's needed, with automatic permissions and workflow.
  • System-neutral: Rather than requiring that information be stored in a single, monolithic repository, the M‑Files open architecture supports connectors to other systems and repositories, including network files shares, email, file sharing services, CRM, ERP, legacy ECM systems and more. Information can be accessed and managed in place without disturbing other systems and processes.
  • Intelligent: M-Files leverages state-of-the-art artificial intelligence (AI) to automate, simplify and assist the user with how they interact with information, particularly how metadata is generated and applied so that information is correctly and intuitively classified and organized.

Ensure the efficiency and productivity of your team, no matter where they are.