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M-Files for Professional Services

M-Files can help accounting, business consulting and other professional service companies manage their documents and automate key business processes. 

What is M-Files?

5 Professional Service Industry challenges solved with intelligent information management software.

Todays customers have new demands, they require tailored products and access to up-to-date information when they need it. The challenges faced by Professional Services arise when business documents are all over the place, and processes like client onboarding and case management are manual and lengthy. Here are 5 of the most common challenges faced in the Professional Services industry in 2023, and how M-Files can solve them.

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1. Your business data is located in multiple places

Endlessly searching for the information you need is one of the main causes for concern for Professional Services in 2023. With M-Files, all your documents are located in one central place. You will also see the most up-to-date version, with visibility on what changes have been made since you last accessed the document - as well as by who, and when changes were last made.

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2. You lack visibility over critical information

M-Files provides a central repository for documents and files from different silos. You can access, store and manage documents from network folders, your CRM, SharePoint or ERP - and anywhere else they might live. M-Files enables a singular 360-degree view of data from otherwise disparate repositories.

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3. You need employees to have access to documents when they are out of office

M-Files gives your business full access from a smartphone, tablet or computer - from anywhere. You may also scan any documents or receipts from anywhere as well as review, approve or sign documents. 

Access your documents anywhere

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4. Your invoice routing is too cumbersome

M-Files helps you to streamline the process of cost coding, processing and approving payment, while centralising invoice processing through workflows. Say goodbye to paper invoice stacks and filing cabinets full of paperwork from years ago - with M-Files, your invoice processing time can be reduced from days or weeks to minutes.

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5. Your paper trail is unorganised and messy

M-Files turns paper intensive processes into streamlined, digital workflows. Integrated scanning with Optical Character Recognition (OCR) makes paper files text searchable.

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The M-Files checklist... 

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All documents in one place

M-Files gives you a single point of access where all information about your customers and engagements can be organised, stored and accessed with just one click.

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Process automation

With M-Files, processes like onboarding and project and case management are digitised. Errors and wait times are reduced, and you can reassign resources to scale the business.

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Works from anywhere

M-Files gives you full access and control over the documents you need from the office, home, or off site across multiple devices.

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Secure customer data

M-Files protects sensitive information through encryption and access permissions, ensuring you are always following the correct processes.


Take control of contract management with M-Files

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Sharp is proud to be a certified M-Files delivery partner

This certification demonstrates our team's expert delivery of M-Files Solutions.

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