M-Files Key Features
Use M-Files Automated Workflows to streamline common business processes (like contract approvals, controlled content, invoicing etc.) stay productive, and ensure compliance. M-Files automatically monitors each step of the workflow process and sends a notification when there’s something that need to be handled. It’s simple, quick and built in to M-Files.
The day-to-day operations of your business rely heavily on efficiently managing and processing accounting documents like invoices, receipts, purchase orders, financial statements and tax documents. M-Files lets you take control of accounting documentation, helping you increase performance and competitiveness while improving operational efficiency and avoiding risk.
Documents are the lifeblood of your organization, and fast access to the correct version of documents can be the difference between success and failure. M-Files document management enables the right people to access the right files instantly.
Planning, organizing and managing project resources and processes can be daunting and overwhelming. With M-Files, it’s easy to define simple rules for content visibility, task deadlines and ownership – which is why project management is one of the most prevalent M-Files customer use cases.
Your business relies on CRM software to stay in touch with customers, leads and other contacts. M-Files can integrate with your existing CRM system creating a seamless connection between your core sales automation platform and the critical content that your sales team needs to blow out the numbers. With M-Files, customer-related documents – such as proposals, presentations, contracts, purchase orders, invoices, quotes and emails, can be quickly located and accessed — directly from the CRM of your choice.
Manually managing contracts is very time and resource-intensive. M-Files streamlines contract management processes by helping you keep your contracts organized and ensuring the right people always have fast access to the right version of any contract from any place or from any device.
From recruitment and training to performance appraisals, payroll and benefits, effectively managing your employees enables you to retain talent and maximize operational knowledge. M-Files manages and tracks all employee and HR and employee-related information and tasks to keep your business running smoothly.
Your company produces products with rigorous quality and compliance requirements, and adequately managing standard operating procedures (SOPs), non-conformance reports, corrective and preventative actions (CAPAs) can be daunting and resource-intensive tasks. M-Files makes it easy to improve your quality management systems, meet certification requirements and fly through audits with document and process management capabilities designed for organizations with strict quality and compliance needs.
Standard Operating Procedures (SOPs) provide your employees with a reference to common business practices, activities and tasks. Ensure your workforce has access to the most current SOP versions and verify the appropriate individuals have read them with M-Files.
Thoroughly remedying a manufacturing issue or nonconformance by initiating a corrective and preventative action (CAPA) is critical for ensuring high quality and staying compliant. M-Files enables you to organize and manage all quality-related documents (like SOPs) and associated processes, such as CAPAs.
Ensuring invoices are paid in a timely manner helps you maintain good relationships with your suppliers and vendors. M-Files enables you to automate and track the review and approval of invoices as well as other financial business processes.
Controlling and governing your company’s records throughout their entire life-cycle is critical to ensure compliance with legal and operational obligations. With M-Files, information governance is a snap — you can easily manage records from the point at which they are conceived to their eventual archival and possible disposal.
Manually managing staff learning requirements, certifications and other training tasks is a time consuming process. M-Files automates training-related activities and workflows and enables you to easily manage course lists and materials, as well as record, track and report on training.