m-files general sales presentation official (id 1743)

Manage every thing in your business.

Enterprise Information Management

Unlocking The Value Of InformationFor More Businesses

DocumentumOpenTextHyland

Lots of features, but complex and expensive

Easy to use, butlimited features

Windows FoldersDropboxBox Easy

Complete feature setUniquely differentiated

ECM

ERP

CRM

DMSSILOSINFORMATION

USERADOPTION

ITCENTRIC

COMPLEXTO USE

IT TASKSset up workflows

manage document permissions

allow sharing for contractors

re-organize server folder structure

create internal system training

TOO LOW

INDEPENDENT

OF

TOO

The Problems with Most ECM Systems

make stuff better.ERP

CRM

DMS

CONNECTED

INFORMATIONIS

USERADOPTION

GIVESCONTROL

BACK

A TRULYSIMPLEINTERFACE

ALL OF YOUR

TOUSERS

HIGH

IT TASKS

Our Solutions to the ECM Dilemma

WHAT IF THE NEW SOFTWARE YOU DEPLOYEDWAS USED BY EVERYONE?

98%ADOPTIONUSER

SALES

MARKETING LEGAL

HUMAN RESOURCES

INFORMATION TECHNOLOGY

MANAGEMENT

RESEARCH & DEVELOPMENT

MANUFACTURING

ENGINEERING LOGISTICS

YOU COULD ACCESS ANYTHING?AT ANY TIMEINSTANTLY

WHAT IF

YOU COULD RUN YOUR BUSINESS?WITHOUT BOTHERING THEIT DEPARTMENT

IT

WHAT IF

YOU COULD RUN YOUR BUSINESS?WITHOUT BOTHERING THEIT DEPARTMENT

IT TASKSset up workflows

manage document permissions

allow sharing for contractors

re-organize server folder structure

create internal system training

WHAT IF

WHERE YOU STORED YOUR DOCUMENTSDIDN'T MATTER?WHAT IF

ENTERPRISEINFORMATION MANAGEMENT

ORGANIZED BY

WHAT WHERESOMETHING IS IT'S BEEN STORED

VS

DOCUMENT TYPE

CUSTOMER

DATE

PERMISSIONS

Playlist

Artist

Genre

Album

It's as simple as an iPhone

what something is instead of where it's stored.Organize information based on

Document Type

Customer

Date

Permissions

It's as simple as an iPhone

Playlist

Artist

Genre

Album

Bridges the gap between Core Business Systems and Content.

Structured Unstructured

Docs, Images & MediaCRMERP

Core BusinessInformation

Project

Case

Claim

Most ECM solutions not integrated 62%+ of ECM systems not integrated (AIIM) 90% of M-Files deployments integrated with

CRM/ERP

Why It Matters

Chaotic Network FoldersDuplicate FilesEmail AttachmentsPaper DocsDatabasesExternal Media

Why Manage Content?

?

Where is the best place to save this document?

Hearing Aid Proposal 2013for A&A ConsultingPrepared by Andy

The Problem With Folder Structures


Why Manage Content?

v1

v2

v3


Why Manage Content?

The average document gets copied 19x during its life.- Coopers & Lybrand


Why Manage Content?

Our Solution

Save To The M: DriveFill Out Properties

Document TypeDateCustomerProject

Enjoy The BenefitsLightning Fast SearchOne, Always Up-to-date DocumentOffline Availability

Saving Documents To M-Files

Drag-and-drop emails & attachments to M-Files Smart Folders

Smart Folders automatically know what it is and who it relates to

Functionality is built right in to Microsoft Outlook

OUTLOOK INTEGRATION

Save To The Vault Directly From Outlook

Access to documents resembles traditional folder directories

Easy to use

Define views based on document properties

One document can be found several ways

Views are centrally managedAnyone can create views specific to them

View Your Documents and DataAny Way You Want To

Traditional Folder Pitfalls:

Files only have one locationMultiple copies of files may be in different locations

Use Dynamic Views to view & organize contentViews are automatically updated with any changes

View It Any Way You Want To

+By Project By Customer By Project And Doc Class

Proposal

A&A Consulting

Austin District Redevelopment

Search results are ranked by relevancy

How recently the document was createdHow many times the document has been edited or updated

Search includes file metadata & contentsLocates documents quickly no matter how many items are in the vault

Find Documents Instantly

Check out document to editReserves the document for editingPrevents others from editing at the same timeOthers are still able to read checked out documents

Check in document when doneOnce checked in, others can edit the document

Co-AuthoringSimultaneously edit shared documentsCollaborate with co-workers and outside partiesSee who has made changes and what they are

Edit Without Fear of Duplication

History is automatically documentedView previous versions at any time

Eliminates the risk of accidental data lossTraceability ensures quality standard compliance in regulated industries

Efficient use of hard disk space

Only "delta" changes are stored

Version History | Keep Track of All Changes

User & user group rightsPer documentPer Document Class

Metadata-driven permissionsEnables automatic changes to access permissions with any change in metadata, such as when a document is approved or project team members change

Simple setup & administrationActive Directory support

Welcome to the Industry's Most Advanced Permission Management

DRAFT WAITING FOR APPROVAL

APPROVED

REJECTED

IN REVIEW

COMPLIANCE APPROVAL STATES PERMISSIONSREGULAR REVIEW

Flexible, Compliant Workflows

Automate business processesHere's an example: Standard Operating Procedure

v2DOCUMENT OWNER

READERAPPROVER

DRAFT WAITING FOR APPROVAL

REJECTED

APPROVED

IN REVIEW

NOTIFICATION

ASSIGNMENT

Get Notified About Important Tasks & Assignments

Dynamic synchronizationSync only the content you need offline

Recent documents All documents from a certain customer Documents related to a specific project

Vault is updated as soon as you're back onlineSynchronization is fast even over slow internet connections

Offline ≠ Disconnected

User interface mimics the Windows clientAccess for external parties

CustomersSubcontractorsPublic Internet Users

Access from any platformWindowsMacLinux

Vault Access Via the Browser of Your Choice

v2

Native mobile appsiPhone/iPadAndroid devicesWindows Phone

View and edit documentsManage workflowsElectronic signatures

Mobile Access

v2

Install the apps now from:

Advanced Features

Get insight into your operationsView real-time statistical data about your vaultMake better decisions based on dataView information from external CRM and ERP systems

Reporting & Business Intelligence

Supports compliance initiativesFDA 21 CFR Part 11EU GMP Annex 11ISO 9000/9001Good Manufacturing Practice (GMP)

Some target industriesPharmaceutical & Life SciencesHealthcareManufacturingAviationMiningPetrochemicalFood Production

Time-stamped log & audit trailComprehensive version historyMandatory workflowsSupport for electronic signaturesStrict access control

Quality Management and Compliance

v2

QMS

Capture paper documents with existing scanners & multifunction devices

TWAIN & WIA Scanners Supported

Search content within scanned documents

Zone OCR enables automatic metadata tagging Text, Barcodes, QR Codes

Benefit from unique M-Files featuresAccess in Dynamic ViewsAutomatic PermissionsWorkflow Integration

Paperless IntelligencePAPER DOC

SCANNED

CHARACTER RECOGNITION (OCR)

SAVED IN M-FILES

Packaged integrations:Microsoft DynamicsMicrosoft SharePointMicrosoft OfficeSalesforce.comNetSuiteConnectWiseAutodesk (AutoCAD)Kofax ExpressPSIGEN

The M-Files API connects to virtually any database

Integrate with Other Business Systems

Microsoft Dynamics Integration

The vault structure is easy to manage and edit

Users & User GroupsPermissions & Access PrivilegesDocument Classification StructureExternal DataWorkflowsBackupsArchivingEvent Log

Manage Everything with Ease

We Are Different

Metadata-driven (What Vs Where)

Flexible Deployment: Cloud, On-premises, Hybrid

Simple, Yet Highly Configurable ECM

Instantly Familiar (Integrated In To Windows)

Integrates Well With Other Software

Accessibility On Every Device

What's Different?

Organizational Benefits

Organize Everything By What It Is

Find Exactly What You're Looking For

Improve Security

Share & Collaborate

Stay Compliant

The Benefits

x

Options3

Experience1

On-PremisesCloud Hybrid

Flexible Deployment

Our Guided Tour video series shows how easy it is to use m-files

www.M-Files.com/GuidedTour

Saving Documents

Searching

Dynamic Views

Editing Documents

Sharing Documents

Mobile Access

and much more…

Watch these videos to Learn More

https://www.m-files.com/guidedtour

Who We Are

HEADQUARTERS IN

TEXAS &FINLAND

CUSTOMERS OF

IN 100+ COUNTRIESALL SIZES

CUSTOMERS IN

MANYINDUSTRIES

ELECTRONICS

SOFTWARE

GOVERNMENT

HEALTHCARE

PHARMACEUTICAL

AEC

MANUFACTURING

ACCOUNTING

MEDIA

MARKETING/PRPROPERTY MGMT

Customers & Industries

WE SPECIALIZE IN

HELPINGREGULATEDBUSINESSES

COMPLIANTSTAY

M-Files Client/Server ArchitectureWindows ClientXP/Vista/7/8/8.1

Web BrowserIE/Chrome/Firefox/Safari

SmartphoneiOS/Android/Windows Phone

TabletiOS/Android/Windows 8

ServerWindows Server 2003/2008/2008 R2/2012/Azure

DatabaseFirebird/SQL Server/Azure

File SystemLocal disk/NAS/SAN/Azure Blob Storage

Server Administrator

DELOITTE TECHNOLOGY FAST 500 EMEA - FINALIST 2010 - 2014

100 COMPANIES THAT MATTER IN CONTENT MANAGEMENT2014

Recognition & Awards

ENTERPRISE SOFTWARE PRODUCT OF THE YEAR2014

COMPUTER SOFTWARE COMPANY OF THE YEAR - BRONZE2014

#13 ON FAST TECH LISTING2014

MICROSOFT ISV PARTNER OF THE YEAR IN FINLAND2015

M-Files:• Offers a unique metadata-driven

approach to categorizing documents, a welcome move away from the folder-based interface used by most ECM vendors.

• Traction in industries with demanding quality and compliance requirements, such as life sciences and manufacturing.

• Supports the needs of enterprises seeking flexible hybrid options, enabling replication of documents from on-premises to cloud to meet remote access use cases.

FORRESTER WAVE™: ECM BUSINESS CONTENT SERVICES2015

2015 Forrester ECM Wave Transactional Content Services

2015 MAGIC QUADRANT for ECM

From the 2015 Gartner ECM MQ:

M-Files recognized for 4th consecutive year

"By 2018, 50% of enterprises will be managing their content using a hybrid content architecture."

"…best-of-breed and regional vendors succeeded in out-competing their larger international rivals."

MAGIC QUADRANT FOR ENTERPRISE CONTENT MANAGEMENT: 2012 - 2015