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.
The Quality Management System (QMS) solution in M-Files offers several optional extensions to enhance its functionality.
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:
These clients seek consulting for various needs such as:
The M-Files for Accounting solution benefits firms that serve the following industries:
These clients seeks accounting services for various needs such as:
Using the Industry Solution Builder tool, both the M-Files for Consulting and Accounting solutions provides the following configuration options:
The M-Files for Wealth Management solution benefits firms that serve the following industries:
These clients seeks accounting services for various needs such as:
Using the Industry Solution Builder tool, the M-Files for Wealth Management provides the following configuration options:
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.