Maximize your M-Files Solution with M-Files Reporting

Reporting

M-Files is one of the most powerful and user friendly Information Management Solutions available today. And this is not just coming from me, the analysts are giving the solution rave reviews all over the world. From Gartner to Nucleus, M-Files is coming up tops.

M-Files provides organisations with the ability to easily manage information. Whether it is data, documents, content or process information, the M-Files solution ticks all the boxes and brings to a business control through visibility.

So how do we take this to another level, well here at VM Consulting we have been extending our clients M-Files solutions with the M-Files Reporting Module. This tool provides an organisation with insight into the information stored within the M-Files database, as well as data stored outside of M-Files.

Imagine being able to get your fingers on custom :

  • Exception Reports
  • Compliance Reports
  • Management Reports
  • Sales Pipeline Reports
  • Performance Reports

One client even manages their entire debt collecting process using M-Files reports.

So how can you take advantage of M-Files Reporting. First thing you need to purchase M-Files to manage your information, and then M-Files Reporting Module can be added to this.

Learn how to manage your information more effectively. Contact us today. 031 5643938, email: info@vmcs.co.za

About Vanessa

VanessaVanessa has over 20 years’ experience in content & document management, information management, business process management and knowledge management. During the course of her career she has assisted many organisations.

Vanessa has lead her company into the 21st century with the M-Files solution and in 2016 VM Consulting became M-Files Gold Partners and were awarded for Outstanding Achievement in Commitment to M-Files at the EMEA Partner Conference. Vanessa is passionate about the M-Files solution and bringing solutions that work to businesses within South Africa and Africa.

Let’s make that accounting system better.

M-Files Integration Blog

Do any of these product names ring a bell, Pastel, Sage, SAP, Syspro, JD Edwards, MS Dynamics, Great Plains….?

They are all accounting systems! To some they are known as ERP solutions and to others they are called financial systems.

Regardless they are there to help you keep control of your debtors and creditors, produce invoices, give you balance sheets and pretty much the holy grail for the accounts team within your business. Please don’t get me wrong they are a key asset for every business – even I have one.

However they do have some areas of weakness, some things they cannot do, some gaps!

Our team have learnt how to bridge the gap between business and the accounts department and in the process we make your accounting solution stronger and provide you with intelligent information to make informed decisions.

From giving you visibility into the client on boarding and credit application processes, to debt collecting and managing all those client documents.

  • Need to automate the requisition process with all the supporting documents and management approval!
  • Imagine Automating the accounts payable process with the relevant requisition and invoices available for viewing!
  • Don’t forget about getting better visibility on those suppliers and supplier contracts.

Using our experience and business understanding we implement unique solutions on the M-Files platform that compliment your existing accounting solutions as a complete integrated solution.

Your accounting system keeps the master data and VM Consutling’s solutions within M-Files support them.

For a free consultation, give us a call today, 031 5643938, email: info@vmcs.co.za

About Vanessa

VanessaVanessa has over 20 years’ experience in content & document management, information management, business process management and knowledge management. During the course of her career she has assisted many organisations.

Vanessa has lead her company into the 21st century with the M-Files solution and in 2016 VM Consulting became M-Files Gold Partners and were awarded for Outstanding Achievement in Commitment to M-Files at the EMEA Partner Conference. Vanessa is passionate about the M-Files solution and bringing solutions that work to businesses within South Africa and Africa.

How compliant is your Information?

compilant information

Whatever your business, whether you are in the Insurance, Finance, Medical, Manufacturing or Legal sectors, to name a few! M-Files adds immense value to your organisation by storing information, documents, content and automating processes.

The team from VM Consulting have now taken this a step further, as we help your business become more compliant in your day to day operations.

We ask the right people, the right questions!

Our unique frameworks and dashboards can show you how compliant your data is , for example, your:

  • Clients!
  • Employee Files!
  • Employee Certifications!
  • Suppliers!
  • Contracts!
  • Business Units!

A use case in the Insurance Industry :

If you are in the Insurance Industry wouldn’t it make life easier to look at a Policy and quickly see:

  • How compliant is the Policy as a graphical percentage?
  • What is missing?

And then let us not forget about POPI or POPIA, (Protection of Public Information Act). Protecting the information, ensuring the right eyes see the right information is key to our approach as well.

Let us help you, help your business!

About Vanessa

VanessaVanessa has over 20 years’ experience in content & document management, information management, business process management and knowledge management. During the course of her career she has assisted many organisations.

Vanessa has lead her company into the 21st century with the M-Files solution and in 2016 VM Consulting became M-Files Gold Partners and were awarded for Outstanding Achievement in Commitment to M-Files at the EMEA Partner Conference. Vanessa is passionate about the M-Files solution and bringing solutions that work to businesses within South Africa and Africa.

Digital Transformation

Digital Transformation-Recovered

Whether a multinational company or an SMME, digital transformation is still a myth to many businesses.

Some Businesses have still not embarked, let alone finished their digital transformation journeys and yet we are facing another round of technological progress in the form of Bots, Artificial Intelligence, IoT (Internet of Things), and crypto currency…

  • Far too many businesses are still using excel spreadsheets to managed data and information.
  • Paper documents, manual files and electronic content repositories are still scattered all over the business.
  • Forms or documents are still in paper format and require manual completion with a pen and then stuffed in filing cabinets.

Let’s face it, information silos are still the order of the day and Business applications are not being used on Mobile devices.

Don’t get me wrong, I am a technologist, an information management specialist and a champion of innovation. AI is something I am passionate about… but let’s be a realist, many South African businesses still need help getting past step ONE on their digital transformation journey.

However the good news is, it is not too late. It is not too late for transformation, innovation and the competitive advantage.

Everyone is born to take baby steps… some just learn to run quicker than others.

About Vanessa

VanessaVanessa has over 20 years’ experience in content & document management, information management, business process management and knowledge management. During the course of her career she has assisted many organisations.

Vanessa has lead her company into the 21st century with the M-Files solution and in 2016 VM Consulting became M-Files Gold Partners and were awarded for Outstanding Achievement in Commitment to M-Files at the EMEA Partner Conference. Vanessa is passionate about the M-Files solution and bringing solutions that work to businesses within South Africa and Africa.

Debt Collecting should not be an isolated process within the business

Debt Collection Process Blog Image

Customers are key to any business, but we need to ensure we are bringing the right customers into a business.

Far too often on social media and in business discussions, we hear stories of dodgy customers. Customers not paying their bills as agreed. I hear business owners asking, how did we get to this point, where did we go wrong?

Let me be honest, no business is the same, and I am definitely not an expert in the debt collecting arena. However one thing I have learnt from my customers is to make sure you work with customers that are going to be good for your business. Have visibility on the internal touch points within your business that are associated with your client.

When you are onboarding a customer –

  • Check if they have a good credit rating.
  • Have a copy of the signed credit application.
  •  Ensure they understand your terms of engagement.
  • Is the quotation approved and do you have a corresponding Purchase Order from them.
  • Do you have a solid contract that has been agreed and signed and what are the key deliverable’s  / milestones?
  • Are contract renewals visible?

This is one of the first things that a debt collector will ask you for and many businesses fall short in managing the onboarding process, and ensuring the right documents have been signed and stored for future use.

When we move into the operations side of a business, there may be signoff certificates, delivery notes, progress reports, or approvals that the client needs to be part of, however where these are stored could be a mystery for some.

Do you have all customer communication, emails, documents, drawings, agreements, sign off certificates, complaints etc in a single place, so you can get to it easily?

Can you say you have the complete 360 degree view of your customers?

All of these may not seem too important as you are delivering a service or a product, but when there is a dispute on payment, trust me, it is that document or email you cannot find that is the one you need.

Some businesses will have internal debt collecting divisions, others outsource this debt collecting function, but one thing I have learnt, is the more due diligence that is done upfront on a customer, the more control and visibility you have on your internal processes,  the better the customer experience and customer satisfaction and the less likely they come into contact with your debt collecting team.

Learn more about how we are empowering organisations with M-Files to give them the complete 360 degree view of their customers.

PS: If you need help in ensuring you have the right wording on your credit applications / contracts or need assistance in managing your credit risk? One of our clients specializes in this, and they use M-Files too.

 About Vanessa 

VanessaVanessa has over 20 years’ experience in content & document management, information management, business process management and knowledge management. During the course of her career she has assisted many organisations.

Vanessa has lead her company into the 21st century with the M-Files solution and in 2016 VM Consulting became M-Files Gold Partners and were awarded for Outstanding Achievement in Commitment to M-Files at the EMEA Partner Conference. Vanessa is passionate about the M-Files solution and bringing solutions that work to businesses within South Africa and Africa.

M-Files has been named “Leader” in the 2018 Nucleus Research Value Matrix for Enterprise Content Management (ECM).

VM Consulting, an M-Files Gold partner, Distributor and Solution Provider in South Africa is pleased to announce M-Files has been named “Leader” in the 2018 Nucleus Research Value Matrix for Enterprise Content Management (ECM).

2018-Nucleus-ECM-report-graphic-630x750pxDALLAS, March 20, 2018: M-Files Corporation, the intelligent information management company, today announced that it was named a “Leader” in the 2018 Nucleus Research Value Matrix for Enterprise Content Management (ECM). This marks the fifth consecutive year that M-Files has achieved “Leader” status, and the company continues to distance itself from competitors as the frontrunner in this sector.

Nucleus Research evaluates ECM providers on two core criteria, usability and functionality, as determined by analysis of interviews with end users and ongoing research by the firm. The 2018 report included reviews of 20 vendors and placed them in quadrants based on how Nucleus Research assessed them as Leaders, Experts, Facilitators and Core Providers.

“The placement of M-Files as a true market leader in the 2018 Nucleus Research Value Matrix for ECM report reflects our major strides in innovation with system-neutral architecture and implementation of AI,” said Greg Milliken, senior vice president of marketing at M-Files. “Nucleus Research projects that data migration will become an obsolete practice in five years, and the M-Files Intelligent Metadata Layer (IML) delivers on this promise. M-Files can connect to and apply metadata to information from a variety of systems – including other ECM platforms – to provide a single screen that users can search for information, regardless of where it’s stored.”

To read more and view the full report click.

HR & The Black Hole

By Vanessa Miller

hr new

I have had the privilege of working with many organizations around South Africa and over the years have been called in to assist a number of HR departments.

As you can probably guess, HR is a typical paper intensive department, with lots of documents, files, processes and information.  The business and teams the HR departments serve are very different, from telecoms, insurance, manufacturing, to retail. You name it every  business has people; every business has some need of managing the information documents and processes associated with their people.

But one thing many HR departments seem to have in common, is the Black Hole.

That hole which seems to swallow up a specific document about an individual, at the most inappropriate time.

From missing employment contracts, copies of ID’s or even evidence of a disciplinary matter, this information seems to disappear from time to time into an abyss, the twilight zone or a black hole.

Corporate  and large companies are all coming up with audit findings, and they all seem to have the same theme :

  • Missing Employee records.
  • Missing critical documents within an Employees File.
  • Uncontrolled access to Employee documents.
  • Haphazard processes surrounding HR functions.

So what corrective action do companies put in place to mitigate the risk of an audit finding continuing year on year?

Well there are a couple of options, but the most important one is to get your processes sorted and then align yourself with an intelligent solution that is proven to work in this space.

Let us help you seal the black hole within your HR department before it is too late!