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Solutions on M‑Files

Begin where the pressure is

The pressure usually comes from one area: a contract that renews before anyone reads it, or a month-end close run by email. Each solution is M‑Files set up for one such area. We adapt it to how you work and can start with a pilot.

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The M-Files web client with a sales dashboard in the main panel, four figures, a bar chart, a donut and a line chart, and a customer's portal with its chart and comments in the right pane, built with CtrlPortals
By need

Pick the area that causes the most work

Document management

Every document saved once and found by what it is, with the current version first.

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Contract management

Every contract with its dates and its owner, and a task to the owner before the notice date.

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Quality management

A complete quality management system on M‑Files: controlled documents, training, CAPA, audits and risk in one system, with process maps to find your way.

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Compliance, GDPR and data privacy

Approved versions, controlled changes, access by role and an exportable log, set up in M‑Files for GDPR, for ISO 9001 with VisualQMS and for your own policies.

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Project documentation

Every project document under its project, with its versions and approvals, and a Microsoft Teams team for each project through CtrlTeams.

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HR documents

One file per employee, open only to HR and the manager, and deleted by rule after the leaving date.

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CRM on M‑Files

Connect the CRM you have, or run sales on M‑Files with customers, opportunities and their documents in one vault.

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Month-end reconciliation

The month-end close as one project: the tasks in order, the right person on each, and the working papers kept beside them.

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Supplier management

Agreements, certificates and audit reports under each supplier, with a reminder before anything expires.

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In M‑Files

See three of the solutions at work

M-Files search results on a laptop and a phone, with documents, agreements and invoices listed by customer beside a preview of the selected file
One search, with the customer beside each result and a preview of the document you pick.

One search finds the document

Documents are filed by what they are, such as the customer and the project they belong to, and found through views and search. Each has one version history, and the same vault opens on the desktop, on the web and on a phone.

See document management

M-Files listing policies with their process area and published ID, and a process diagram for pay and performance with HR roles in the right-hand pane

Guiding documents beside their process

VisualQMS is a quality management system with visual business processes, built on M‑Files with process diagrams from Elements.cloud. The guiding documents and the process diagrams open side by side.

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A CtrlPortals sales dashboard in M-Files with customer and pipeline figures and a chart of opportunities by workflow state, beside a customer portal with metadata fields, a chart and comments
Pipeline figures on the left, one customer with its chart and comments on the right.

Customers and pipeline on one screen

Customers and opportunities live in M‑Files, and a workflow takes each opportunity from lead to closed. The dashboard and the customer page are CtrlPortals, from our development partner CtrlDocs.

See CRM on M‑Files

Also available

Smaller jobs on the same platform

Case management

Each case has its own place in M‑Files, with its documents attached and its steps handled in a workflow.

Scanning paper documents

Paper is scanned and filed in the vault like everything else, so it turns up in the same views and searches.

Intranet

Approved documents are published from the vault to employees. Approval and publication run as a workflow.

Extranet

Share selected documents and processes with customers and other stakeholders.

HSEQ

Health, safety, environment and quality documents, with review workflows and a version history.

Salary and finance documents

Payroll and finance documents kept apart from the rest, open only to the people who handle them.

Audit management

Audits planned, carried out and followed up to closed actions, linked to the requirements they check.

Your own solution

If none of these fits, M‑Files is an easy platform to build your own on.

See the solution for your area in a demo

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By industry

How M‑Files handles your industry's documents

Manufacturing

One current version of every drawing and procedure, with the approval on record when the auditor asks for it.

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Financial services

A client's documents found together, open only to the people who serve them and deleted when your rules say so.

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Professional services

Last year's proposal, there for whoever writes this year's. Documents filed under client and engagement, and a search that reads the text.

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Engineering and construction

Know which drawing revision was issued, who approved it and when, with the project's emails kept beside it.

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Next step

Tell us where the work piles up

Name the area that causes the most work today. We point you to the solution that fits and scope the implementation with you. We answer the same working day.

Contact us