New: The Industry Solution Builder from M-Files

The Industry Solution Builder (ISB) from M-Files is a powerful tool designed to streamline the configuration and deployment of commonly-used document management system solutions. The process is straightforward: simply select your requirements, and the ISB takes care of the rest. With just a simple form, you can create a customized M-Files vault, complete with your pre-configured solution that satisfies your customer's needs. You can even add demo content and user instructions manuals that are sure to keep the end-user satisfied. This tool is particularly targeted towards M-Files Partners, who traditionally implement their customers’ solutions manually. This often frustrating approach of coordinating the import of many separate and redundant metadata structures is replaced by a few button clicks, resulting in an automatically deployed vault in the M-Files Cloud. The Industry Solution Builder is especially effective for Quality Management Systems (QMS) and Client Information Management (CIM) solutions, significantly decreasing the time from configuration to deployment of custom M-Files vaults.

The M-Files ISB will guide you through your selections with a simple form. If you have any questions about any of the specific options, the M-Files ISB provides links to easy-to-digest help documents next to the form fields.

At the end of the ISB process, you will provide your cloud vault subscription information, and the desired vault information, and after pressing the “Create Cloud Vault” button, your work is done. The ISB tool will automatically create the vault, preloaded with all of the selected components determined by your answers on the form.

That is all there is to the Industry Solution Builder. The real power of this tool is the diverse array of solutions it is capable of building and deploying. We will cover them now.

Quality Management System (QMS) for M-Files

The Quality Management System (QMS) solution in M-Files offers several optional extensions to enhance its functionality.

• Supplier Management allows for the registration, qualification, and tracking of suppliers, along with the storage of related quality documents.
• Customer Registry implements a Customer object type with simple status tracking, enabling the association of documents and other objects with customers.
• Controlled Documents feature contains default settings for document numbering, versioning, naming conventions, and change request requirements, all of which can be reconfigured without coding.
  • Simplified workflows are available if change requests are pre-approved, and template management can be simplified if templates do not need to be controlled.
  • Optional extensions to this module include Training Management, Annotation Management, Controlled Printing, and automatic Periodic Review workflows. Additionally, Audit, Issue, and CAPA Management facilitates the tracking of ongoing and planned audits, along with their findings and resolutions.

Customer Information Management (CIM) for M-Files

The Customer Information Management (CIM) solution in M-Files offer three main configurations to fit your client's needs. They are M-Files for Accounting, M-Files for Consulting, and M-Files for Wealth Management. All three solutions satisfy the requirements for a successful CIM solution: data collection, organization, data validation, data security and compliance, and actionable data insights.

The M-Files for Consulting solution benefits firms that serve the following industries:

• Corporations
• Government organizations
• Non-profits
• Financial institutions
• Healthcare and Life Sciences
• Technology and Telecom
• Professional service firms
• Startups
  

These clients seek consulting for various needs such as:

• Strategy development
• Operational improvement
• Digital transformation
• Policy development
• Regulatory compliance
• Risk management
• Customer experience enhancement
• Market strategy
• IT optimization
• Business development

The M-Files for Accounting solution benefits firms that serve the following industries:

• Small and Medium-Sized enterprises (SMEs)
• Non-profits
• Government organizations

These clients seeks accounting services for various needs such as:

• Bookkeeping
• Financial statement preparation
• Tax compliance
• Payroll processing
• Auditing
• Financial advice
• Fund management assistance
• Risk management

Using the Industry Solution Builder tool, both the M-Files for Consulting and Accounting solutions provides the following configuration options:

• Automatic Personal Identifying Information discovery
• Basic Document Retention Schedules
• Document organization by Client, Practice, or Service.
• E-Signature integration for Adobe Sign or DocuSign.    
• Knowledge Management module (document sanitization for secure distribution of client-sensitive documents)
• HubShare integration
• Document Access Requests
• Employee Registry
• Object naming convention for clients and client work 
• Prospective work handling
• M-Files Intelligent Metadata Layer for automatic metadata suggestions from file content.
• Permissions model
• Demo Content

The M-Files for Wealth Management solution benefits firms that serve the following industries:

• Individuals
• Foundations and Endowments
• Corporations
  

These clients seeks accounting services for various needs such as:

• Financial counseling
  
• Retirement planning
• Estate planning
• Philanthropic planning
• Employee benefits management

Using the Industry Solution Builder tool, the M-Files for Wealth Management provides the following configuration options:

• Automatic Personal Identifying Information discovery
• Basic Document Retention Schedules
• Workflows tailored for your specific client review phase
• Hubshare integration
• E-Signature integration for Adobe Sign or DocuSign
• Employee Registry
• Object naming convention for clients, products, and product subscriptions
• Employee Registry
• Permissions model
• Demo Content

The new tool from M-Files, the Industry Solution Builder, is a powerful addition to the toolbox of any M-Files Partner that serves the Consulting, Accounting, and Wealth Management verticals. This tool significantly shortens the timeline from configuration to deployment, allowing you to increase customer value with far less effort than traditional methods of M-Files deployment. For M-Files customers implementing a vault solution, the shortened time from requirements gathering to the final deployment will ensure internal stakeholder satisfaction through quick delivery of visible and testable solutions.