131 M-Files Testimonials

“We’ve found that it’s easy to add or change processes and workflows in M-Files to meet any changing business requirements or compliance.”

"The process of approving an invoice was long and repetitive - first when the invoice arrived, an employee would need to print it, find the person to sign it, scan it, print it again, and find the person to approve. No more constant printing, burying the offices with tons of papers. It was not environmentally friendly; it was costly and overwhelming."

"Since we are spread out in so many locations, it’s really vital that our information systems work well, and everyone has access. Our business mainly concentrates on passenger ships, especially cruise ships. During covid, the cruise industry took a big hit. That meant some difficult times for us, but now we are on track again, and our client base is quite wide. We handle 70 to 80 customers in a year.”

"At the beginning , I had some doubts about the deployment of M-Files, af ter the implementation by the Digital Resources team, we are satisf ied with M-Files. From today’s perspec tive, I can no longer imagine life without M-Files."

“The efficient handling of documents is one of the central challenges of any larger organization. Accordingly, the importance of the topic in our IT strategy has been high in recent years. Our strategy for handling documents must be long term and designed for a period of at least 5 to 10 years.”

“The electronic access that we have to documents now allows us to be much more efficient with our clients and the time that we spend with them. We can download information, develop scripts to access our client tax documents from Fidelity, and upload those and save those into M-Files automatically. The amount of time that we have to spend manually profiling documents or searching for them online has dramatically been reduced.”

“Advisors were using different templates because finding the most recent version of a template could be difficult."

“Because I don’t have to spend a lot of time finding the information that I need to do my job, I spend more time helping the clients achieve their goals and do the things that they need to do, or what they’re paying us to do. They’re paying us to help them achieve financial goals. And, because M-Files allows us to store documents in a secure way, in an easy-to-find fashion, I spend more time as an advisor doing those things.”

“M-Files has improved my day-to-day practice in a variety of ways. It’s provided, not only a central location for all my documents, but it’s also definitely provided probably about an hour and a half of savings a week from looking on my desktop and various other platforms for documents when I need them.”

“The ability quickly find information at the touch of a button has improved employee productivity and helped ETHRA better meet compliance requirements faced by our organization on a reoccurring basis.”

“M-Files provides us with a great efficiency improvement plus the fact that we are always fully ‘in control.’ The transparency we can offer all involved gives us and our customers confidence in a healthy future.”

“Using M-Files across the organization has made business units that previously dealt with paper much more efficient with time savings, productivity gains, auditability, and traceable privacy and security. There are further efficiencies to be gained across the company with M-Files.”

“As an independent regulator it is critical that we ensure our disciplinary process is well-resourced and based on accurate and up to date information. For the REA legal team and our CACs, it means establishing a platform for accessible and regularly updated advice, templates and precedents. M-Files has transformed how we provide and track our legal advice across the business as well as our ability to support the important work of CACs.”

“With M-Files, we have been able to organise the information processes in such a way that we are in control at all times. There is a clear authorisation structure for who can do what with which information; it is transparent and verifiable. The flexible (virtual) folder structure in M-Files has also enabled us to create a workable system for everyone."

“In addition to the dif ferent kinds of basic technological functionality, essential facets for any accountant are project registration, budget monitoring, compliancy and registration.”