M-Files Office 365 and SharePoint

Office 365

M-Files Corporation, the intelligent information management company, has made Microsoft Office 365 the single point of access to all Enterprise Information.

The M-Files AI-powered intelligent information management platform simplifies daily work and drives user adoption by enabling access to external repositories and systems from directly within Microsoft Office 365.

On July the 1, 2019 – Dallas – M-Files Corporation, announced the general availability of significant enhancements to its Microsoft Office 365 solutions. M-Files now seamlessly integrates within the familiar user interfaces of Microsoft SharePoint Online, Outlook and Teams, providing easy access to out-of-the-box document management, compliance and governance features via the user interface.

From directly within Microsoft SharePoint Online, Outlook and Teams, M-Files provides direct access to enterprise data stored in a variety of external repositories and line of business applications, such as on-premises file shares, OneDrive for Business, SharePoint Server, Dropbox, Google Drive, Box, legacy ECM systems, such as OpenText, CRM and ERP applications, including Salesforce and Microsoft Dynamics 365, all without needing to migrate any data. Users can now access this data directly via the Microsoft SharePoint Online, Outlook and Teams user interfaces instead of toggling between these Office 365 apps and other applications. In addition to this new level of unified access to information spread across the enterprise, M-Files offers a full set of purpose-built content services, including cloud and on-premises repositories, version history, security, workflows, electronic signatures, compliance support and more.

M-Files also employs artificial intelligence to automatically analyze documents to classify them, extract information insights and ensure proper handling of sensitive information, such as personally identifiable information (PII), as required by regulations such as GDPR and CCPA. Modern AI-powered features, including auto tagging and auto classification, create deep insights into the meaning, value and sensitivity of documents and other information, guiding users and automating processes to maintain governance and compliance.

With the new integrated solutions, Microsoft Office 365 users benefit from the metadata-driven architecture of M-Files that allows content to be automatically and dynamically secured and accessed in the right context, regardless of where it’s stored. For example, the corporate legal team can access the latest version of an agreement through the case folder in Outlook, while the project team has access to the same file through a project team site in SharePoint, and the customer success team can access the agreement via the Agreements channel in Teams. Access to content is authorized via single sign-on to Azure AD, and documents are automatically secured based on their metadata.

To learn more about the new add-ins for Microsoft SharePoint Online Schedule a free appointment.

Download the Connecting SharePoint Content With the rest of your Business infographic.DOWNLOAD

Insurance – Do you have the visibility?

insurance 2019 2Today’s Insurers and Insurance Brokers continue to face market changes, and constant challenges. Whether it be customers’ expectations or how the organization obtains and utilizes their information.

How would you feel if we said we have the solution to help you with these changes?

What if you could have the right information, in the right place, at the right time? Finding what you need instantly and freeing up more hours in your work day.

Our solution does just this, eliminating the greatest barrier to an insurer’s success – the siloed nature of the organization. This is what detracts from the customer experience, leaving customer needs unmet, frustrated agents, and causes process problems.

With a 360 degree view of the client and policy, all tasks pertaining to a client and their policy, from claims tracking, endorsements to renewals are visible and can be monitored during the full life-cycle of a policy.

In addition the enhanced visibility into Claims, enables all tasks pertaining to a claim, from processing the claims application, to the approval or rejection, including any legal action taken, to be visible and monitored during the claim’s life-cycle.

Oh, and let’s not forget all instantly available at a click of a button.

Why not acquire the necessary advantage, implement the right solution and gain the visibility your organization requires?

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M-Files Makes QMS Easy – Ensure Quality and Compliance with Effective Information Management


Companies that operate in highly regulated and frequently audited environments are often challenged with managing an ever-growing mountain of compliance documentation.

The stakes are high for these companies to ensure they are managing their compliance-related information in accordance with mandates, due to crippling fines and liability issues that can result from non-compliance. However, many companies still maintain manual processes for routing, filing and organizing compliance-critical documentation. These error-prone and time-consuming practices present a major risk and can easily compromise a company’s ability to meet  ISO 9001, PoPI Act  and other regulations and standards.

Given the high priority for regulatory compliance and the amount of documentation required to prove compliance, it is no longer practical to manage the content separately from compliance efforts. If compliance management teams are asking themselves the following questions, chances are their organization is at significant risk for non-compliance due to inadequate content management practices and procedures:

  • Where is the gatekeeper? Do compliance management processes slow or stop production when a key person is sick, on vacation or exiting the company?
  • Has everyone read the latest compliance-related communication? Is it difficult to get the accurate status about compliance-related tasks, procedures and workflows?
  • Are policies being followed and schedules being met? Who has visibility over the completion of the specified processes?
  • Where are the required signatures? How easy is it to locate the documents that verify the approval processes?
  • Have all of the audit issues been resolved? Are employees and managers barraged with repetitive reminder emails while the status of essential action items remain unclear to key stakeholders?
  • Is compliance slowing down the business? Is the organization at a competitive disadvantage because it takes a long time to adjust to the latest regulatory compliance requirements?

Find out more, download the eBook – Ensuring Quality and Compliance with Effective Information Management… QMS is easy with M-Files

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Do you have your ducks in a row?

ducks in a row

By Vanessa Miller

Most of us have heard the age old saying, “I have to get my ducks in a row”…… But in business how do we actually go about doing this? It isn’t just about making a “To do list” and then trying to stick to it, getting a handle on what is happening in business takes  a lot more.

Lets face it, with technology, keeping your finger on the pulse has gotten easier in some respects, but in others we are now constantly checking a multitude of applications to ensure we are not missing something.

When I think of getting “my ducks in a row”, three primary things come to mind.

I want to have access to my –

  • Content
  •  Process
  •  Information

Thus giving me visibility into what is happening in my business, and allowing me to prioritise and create not just my to do list, but others as well.

So let’s unpack this a little…

Content can be a beast on its own. We have so much content nowadays that trying to filter content, get a handle on it and then react on it, can be a never ending exercise. What I often find is that business emails, documents and files are often stored in different places, and in different ways by different people. In my business we have brought all this structured content together and are able to see all content pertaining to a client, project, supplier or asset in a single place. I call this the start of the 360 degree view of an item…

Next let’s move on to Process… I learnt long ago, that wherever there is content there is process. From a leave form to a new client on boarding request..  They all have content and need to follow a predetermined process. So why not implement process automation or workflows within your business. If you have taken your content electronic already as we had done above, then being able to push this content through a process and ensure the right person is working on the right piece of work, at the right time… is an absolute pleasure… and in doing this I have visibility into where the client on boarding form is in my business and how it is holding up, allowing me to be  pro-active and not reactive.

So now I have my processes sorted, the next challenge is information. Trying to capture information in various spreadsheets was just not realistic.. I need to be able to report on this information. So capturing the information into a database makes sense, doesn’t it? Well what made more sense was to have my information for reporting,  processes and content all in a single solution. This way I could ensure I had the complete 360 degree view of the item, from content, process and information… regardless of whether it was a client, project, supplier or asset.

So I can hear you already saying, “there is no way she got this right”… Well I did! …. During  my numerous years of empowering our clients with business solutions, we finally found a solution that allows us to do all of the above… and we implemented it in house to better our business too.

The solution is an absolute gem, called M-Files. It is an information management, content management and workflow solution.  So as you can observe it ticked all the respective boxes immediately.

If you would like a take a closer look at how we have been implementing this solution for our clients, or even how we have implemented the solution for ourselves, just give me a call.

It really has empowered our business and our clients love it too.

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