Enhance Customer Service with Document Management
Give Your Clients a Better Experience
Your clients have new demands. They want custom products and services. They want information on tap 24/7. They want choice. And to win more business, you need to be able to offer all that at a competitive price. That’s challenging when documents are all over the place and processes like client onboarding and case management are manual and lengthy.
- All documents in one place
- Automate manual processes
- Secure your client data
Intelligent Information Management for Professional Services firms: Do more with less
M-Files helps you with this by efficiently managing customer and company information, automating business processes and facilitating administrative tasks, freeing up time and resources for you to reallocate to high-value tasks, like improving the customer experience.
All documents in one place
M-Files is the single point of access where all information can be organized, safely stored, and accessed anytime, anywhere and with any device. Content from all your business systems are connected and showed in context in one view. You have one copy of each document and everyone with permissions can access it, never again will you have to wonder if you are working with the most recent version.
Automate manual processes
With M-Files, processes like customer onboarding, case management, project hand-offs, are digital. Documents go through their assigned processes automatically, and people that need to act are notified. You can build and edit processes with a few clicks yourself and keep an eye on how they perform; how many projects get stuck, how many contracts expire next month. Errors and wait times are reduced, and you can reassign resources to scale the business.
Secure your customer data
M-Files protects your reputation through data encryption and access permissions. You are given full control over who can access information at different stages of a process. Access will also automatically change when people leave or move into a new role. And by tracking what happens to documents at all stages, we enable you to prove you are following the right processes. When a customer or a regulator asks for evidence of what happened, you can provide accurate information with just a few clicks.
Keep using the tools you’re familiar with
“The timing was right to make this happen logically with Function4. They were able to develop and implement a plan that truly worked for us, with the least amount of disruption to our everyday operations.“
– Travis Ellis, IT Manager for Skyhawk Chemicals
Business benefits below!
- Replaced paper-based processes to reduce lost files and increase compliance standards.
- Moved the management of information into one system to eliminate silos.
- Secured documents while making them accessible to the right people to improve productivity and collaboration.
Want to know more about M-Files?
Seeing M-Files in action, and having an expert demonstrate how it adapts to and serves the unique requirements of your team and business, is the fastest way to find out if M-Files can help you and your organization.
Contact us today and experience the benefits of intelligent information management.
Receive A Free Demonstration!
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