M-Files Reviews

M-Files can help automate process and procedure around the collection, use and storage of your data.

M-Files can give your data meaning and usefulness across your business.

Workflows and Granular Permissions are some of its key strengths.

Choosing the right Integration Partner and their ability to work well and effectively with you, is key to a successful deployment.

Have a clear goal on what you need to achieve using M-Files and the exact area it will assist with, avoid “scope creep” as this will slow you down considerably.

The M-Files platform can be used in many ways - start with the “low hanging fruit” and have a clear understanding of what is required to deliver this using the software - just because it is *possible* doesn’t mean it needs to be used that way from day one.

Go for the “low hanging fruit” and set it up with this as the focus - use the online training materials to help get your users onboard.

Don’t let “scope creep” occur - make sure the Scope is delivered and implemented before expanding use.

Problems solved are efficiency in completion of data collection, submission and storage - Benefits are time saved and the ability to locate data quickly, minimising low level administrative tasks for users.

M-Files strong points are in the ease of use and the powerful search capabilities. We loved the change from "where it is" to "what it is". It has some really powerful features in the back of it but still can be simple enough for the end user just to "easily file and find their documents". It works great on mobile platforms and integrates well with the Microsoft suite of products.

In all products there are room for improvement. I am happy to say these are limited at the moment.

As long as they keep up their R&D and invest in AI and other related technologies I see a great future for them. Integration with Onedrive for business is not yet live and that was a small disappointment so that it can more seamlessly integrate with your corporate Office 365 system.

The biggest challenge for us was not to get the technical solution implemented but more getting the business thinking in a whole new way on how they use the product and enabling them to use it to its full extend.

Our biggest challenge was to get a better up take in the business utilizing an ECM(IIM) in day to day activities. The ease of use and user friendly interface assisted in the adoption for the product. We are now able to continue on our transformation journey from a heavily paper based environment to a digital workplace.

M-Files is one of the best software products we have ever worked with. Completely configurable, easy to adopt and maintain and solution for a lot of different business challenge. In comparison with other software products we have worked with, in M-Files, basically there is no case that you cannot solve with built-in features or with simple development using powerfull APIs. We are proud partner and M-Files reseller.

There is nothing significant that we dislike about M-Files. We would like to have little more powerful reporting but as a software development company we have our own products and solutions that we are using with M-Files data.

As a partner, resellers and finally users of M-Files we strongly recommend M-Files to any company that wants to improve how they manage their businesses, to companies that would like to create paperless and digital business as well as to improve their workplace.

There is whole set of different business challenges that can be solved with M-Files. We are successfully managing everything within our company by using M-Files. From invoice processing, marketing and sales processes to project management. We are managing our projects, customer, tickets, solutions, daily tasks and overall whole documentation and documents are managed within M-Files.

Automatic version control, metadata based sorting and searching with automatic privacy settings and class structures are but a few things that have been greatly improved since moving away from simple network drives and basic folders.

Unfortunately it is extremely hard to make people understand how to use the system in a wise manner. They always confuse, no matter how many times you explain them, metadata properties, "folders", classes, document collections, multi-file documents and whatnow. There are a lot of concepts which are very useful in M-Files, but the grassroots employees have a hard time understanding everything.

Do not base your class structures on your previous systems or conventions. M-Files works best when you literally start over and build everything from the ground up based on the real life applications of how you use your documents and what kinds of documents you actually create.

One of the greater achievements has been the automatic generation of M-Files objects straight from our ITSM-system. For example a sales manager can create an offer document with absolutely correct metadata for future searches with a single click of a button and doesn't have to go looking for the correct metadata choices.

These documents are later found very easily found since they have been sorted and tagged with the correct metadata representing our business projects.

The capacity to take existing information and processes (workflows that are currently manual in nature) is one of the greatest attributes of M-Files and M-Files Back Office.

People have been made to grow accustomed to following a manual (touch everything) process in their daily operational efforts.

M-Files gives those people back extremely valuable time in their busy work day by having them pay attention to exceptions in a workflow and also allowing for accessing relevant and accurate information that they need in a seconds notice without opening a filing cabinet drawer and digging

Some old technology doesn't work with the basic, minimum requirements, but this is the whole reason why people that don't operate with current technology need to refresh their approach to their operations

Improved efficiencies and reduced process hang ups. More time to focus on specific tasks that are priorities

M-Files is very suitable for almost any environment, my favorite is Quality Management. It is different because it is a content management tool that helps users organize, manage and track documents and information. It is ideal for any regulated or compliance company that wants to improve compliance or is working to achieve it. Local implementations are available, based on the cloud and hybrids. M-Files helps us powerfully with the control of documents, requests for change, planning and execution of audits, management of problems and risks, and training with a turnkey approach.

I do not dislike anything. Integrations with various applications, including SAP, Microsoft Dynamics, Salesforce and NetSuite, are available.

M-Files is recommended because it provides a next-generation intelligent content management platform that improves business performance by helping people find and use information more effectively. Key features include version control, mobile access, electronic signature capabilities, automated workflows, document templates, permission management and offline access. Automated workflow tools include notifications sent to users when they need to review or approve changes in documents.

In the company we have benefited immensely because it allowed us to improve the workflow, increase the reuse of information, eliminate redundancy, control content safely and avoid conflicts and data loss, all in one management solution. unique and intuitive content that integrates with Windows Explorer. In addition, the M-files search engine allows users to search for documents by name, document type, keywords and more. Likewise, it allows users to search within the text of the document.

M-files integrates with your windows Explorer. So in short it is just like using your windows explorer. It is easy to install on server (with training). Search features of M-Files using scoring method where all the results are given score based on relativity. It is amazing how you can create complex workflows in M-Files with good planning. M-Files works with Metadata. You only need to tell mfiles what the document is and it will place it into its right place.

M-files can get slow after certain number of objects created. It uses firebird as embedded DB. Also i think Electronic and digital signatures should be part of the system and not an Ad-On.

Contact your country reseller or M-Files them selves. They are very helpful and will give you all the information you require. they also provide onboarding and training at extra cost. But it is worth it.

We have currently deployed M-Files in our company to scan ticket coupons that are printed. We archive them in M-files so that Management can refer to it at their convenience when double checking a ticket that was sold. Before it was a manual process where someone had to go through a pile of printed coupons by month.

It's simple, flexible, intuitive and cheap

certain technical limitations which make if less convenient than dropbox for issuing documents to outside parties. Also, the assignments features are not robust enough

More of IT world is moving to hosted software, but these hosted solutions do not talk to each other. Have a plan for information connectivity across programs.

There is pushback from users frequently. Build solutions for small groups first, perfect the concepts, then roll out to other departments. Data is easy to change, so smaller mistakes in concept can be corrected. Whatever you end up with will be better than paper.

standardization is resolved, we don't have to create a bunch of folders for every new tenant or property. simplicity for finding documents from metadata

M-files is a great tool when it comes to content management. It is easy to setup and use and comes at an affordable price when compared to other similar tools. With this tool, there is security of the content and ease of access. Since the storage is cloud based, there is ample storage space and accessing the file sis seamless as well as am connected to the internet. Regarding mobility, I can access M-files from any device be it my PC, mobile phones, tab etc. Collaboration is also greatly improved with the many features that allows easy file sharing as well as work flow management. It is a must have tool for business.

With the many years of using M-files, am yet to find any feature that malfunctions. Everything works as it should.

When it comes to finding the best content management platform, no software compares to M-files. This is what you need for your business to ensure safety and ease of access of your business files.

Mostly, we use M-files as a content management platform which ensure security of files, ease of access and collaboration in general. All these makes business processes easy which as well saves time.

As a human resource manager, I have lots of documents and files to handle on a daily basis. Since the deployment of this software, my work has been very easy. M-files is the best document management software I have use. The storage is cloud based which means accessing this files is effortless as long there is internet connection. Also, the cloud based ensures there is no unauthorized success. Also, M-files is available in different platforms which means mobility is unquestionable. With this tool, accessing saved documents is easy as with a simple search, I will have the files within seconds. The collaboration features are also plenty and this means that working together is effortless.

M-files is one of the best document management tools and I have had no problems using it.

M-files makes document management easy. It is the best you can get at an affordable price.

With M-files, am able to safely store company documents and files. Retrieving them is also easy and all these means that we save time while still ensuring the safety of company data.

I have used different document software but none compares to M-Files. It is very power, easy to use and most importantly, it is light on any operating system which means lagging will not be a problem. I like that this tool comes with a free trial where you can try the software as you learn how to make the best of it. It it makes you happy which am positive it will, you can then go ahead and upgrade for more features and better performance. With M-Files, document management at our company has been a breeze with all the features it offers. The security of the documents is top notch and file retrieval is also easy. It

I have no complains regarding M-Files. It is one of the best.

M-Files is the real deal when it comes to document management. It is a must have for any business looking for document management solution.

Managing our documents is now easy. Retrieval is even better.

I have used M-Files for over two years and I like how simple and powerful the tool is. With this tool, document management is easy. It is effortless to save and retrieve files anytime. What's more is that the documents are secure and because it is cloud based, I can access the documents anytime. This tool also comes with collaborating tools which makes working together on the same project a possibility. I also like how easy it is to retrieve documents. All you need is have the right keyword and 'boom', you will have your documents within seconds.

The only issues I have with M-Files is retrieving documents. If you do not know which keyword to use, then you will have it tough retrieving files.

M-Files is a must have for proper document management. If you don't have it yet, you should consider implementing it today.

We use M-Files for document management. It has been a helpful tools and ensures that no documents are misplaced or lost.

Where do I even start? M-Files has been a blessing to our company. It is easy to set up and using it is a breeze. It is very secure and comes with ample cloud storage size. Accessibility is easy as there is a version for every device. It is easy to share, upload and edit files as a team. With this tool, working together is not only easy but also very effective which saves time leading to productivity.

M-files is a great tool and all it's features works as one would expect. However, this tool is a bit pricey and many businesses cannot afford it.

M-Files is easy to use and a powerful content management tool. I highly recommend this software.

With M-Files, content management is easy and collaboration has never been better. Since the storage is cloud based, we are sure of security of our files.

- Configurable workflows with powerful control over user notifications and document review and approval assignments.

- Excellent scope for building views of content tailored to users' needs. Users often express surprise and gratitude at the convenience afforded to them.

- Highly adaptable access control of content for different audiences and user groups, including external colleagues.

- Deep integration with Windows file management and ability to interface directly with content on network drives.

There very is little to dislike, but elements of the interface could be presented in such a way as to guide inexperienced or occasional users more closely. The M-Files website could also contain more detail and visual examples or demonstrations of the various optional modules available.

The product is fantastic, but I would advise any organisation implementing it to ensure that sufficient time and resources are allocated to training their workforce and persuading colleagues of the value and benefits of working with a CSP. The adoption rate is critical to successful implementation.

My organisation is moving rapidly towards being able to identify country-specific gaps in subject areas covered by policies and procedures by using M-Files to build a picture of coverage which would have been impossible or extremely difficult to do previously.

Coordinating document development has become vastly better controlled whilst simultaneously being less bureaucratic and reducing the overall administrative burden on users and administrators.

Main features I believe make M-Files a leading ECM solution:

Data architecture: repository agnostic, centralized info

IML: when IA and ECM work together to add Business value and reduce operational tasks

A broad set of connectors using API model, to interface M-Files with other company systems. Plus the ambition of M-Files to integrate more and more connectors

Compatibility with major "satellites": DocuSign for esignature, ABBY for Capture,...

Desktop integration: M-Files desktop client make it fully integrated on Windows and Microsoft (M-Files as a virtual drive, add-on for Microsoft office suite,...)

M-Files is also a team with skilled people and committed managers.

The few points where I believe M-Files should progress:

UX: not the best one I've seen on the ECM market. It looks a bit old to my point of view but it doesn't prevent from an easy usage

System performance: I'm using the SaaS premium solution and we are still struggling with performances (response time) of the web client. I feel like M-Files Professional services are too easily putting the responsibility on the client network and configuration than really questioning their solution in place.

M-Files is currently used to manage our back-office documentation.

Benefits are the digitalization and the improvement of formerly paper-based processes.

The ability to customize the system to suit the company's needs; the ability to use scripting to automate processes. Custom views are an efficient way to find and organize content.

The current web interface is outdated and buggy, and most configurations to the desktop and web clients have to be made separately for the two platforms. Web platform configuration is difficult (requires the use of scripting and Windows registry editor). The user interface should be more customizable (e.g window size, single-click to open views and virtual folders). The training module should allow read-only users to answer a training question. Different document version control categories are confusingly named. Some built-in and non-optional features (e.g. automatic adding of properties to new objects based on currently selected search results) are counterproductive. Filtering options are limited (e.g. no ability to select OR condition between rules).

Specify desired functionalities (object types, metadata fields, permissions, workflows, training, notifications, etc.) in detail at project start and agree upon a fixed timetable for the implementation of desired functionalities.

Document trainings are considerably easier to organize and manage with M-Files.

-Uses the Windows file system so its very familiar and one can start using it without prior training.

-Has built in OCR (Separately Licensed) which makes finding the right document much easier

-The metadata you can store on a file is limitless and customizable

-The security features add value ; you can assign group policies or single user policies easily.

-Has easy to use Admin panel ; if you are tech-savy you can easily customize most of the UI structure yourself.

-The backup system is fail-safe. You can use Cloud or Local or hybrid.

-The integration is very good with Microsoft products. Saving an excel file or an attachment from outlook can be done same as you would to your local computer. That is a big plus!

-I would definately like a download restriction for files. All the files a person has access to can be downloaded to the local computer thus making it easy to be uploaded to a USB stick. You can trace the user doing this on the log file but its hard to do so. (At least as far as i know)

If you are looking to solve your paper-mess problems ; MFiles is the way to go. Especially with the Windows Explorer looking base. It will save you and your company tons of money and time.

We have saved lots of paper and process time.

Reaching a document years back is just a click away

There are no more papers flying around the office or people to approve the paperwork ; its done by MFiles very smoothly and hassle-free ; we never came up to a problem since started using it (2013)

In the end ; we have saved money and more importantly work-force that would otherwise be wasted.

The flexibility in linking documents and other information with each other.

Finally, you don't need to decide in which folder you put something - folders are so 80ies, it's time to go to the next level.

The capability of accessing regular network file shares and manage documents there is unique (works even from their mobile app!)

The full text search is super-fast - it's like google search for your company.

Very easy to set up connections with other business applications, for example we have connected our CRM and have all accounts as records in M-Files for tagging documents and projects with.

Workflows are super-easy to set up

Lots of great features are released regularly and the new M-Files Online comes with automatic updates

The cloud version is identical to the on premises version from an end user perspective and you can even mix both

M-Files doesn't really have a version for private use. It would be killer to manage all the different docs by tagging rather than putting them in Google Drive folders. I'm dreaming of M-Files Cloud for private use.

Don't get too much hang up on comparing features of different systems since most systems have a similar feature set. The difference lies in how they are implemented. What's important for success is that everybody feels comfortable using the software, so go try out the free demo and see how people like it.

Work with an experienced partner to set up the initial deployment as it requires a bit of experience to get the architecture (of how you organize things) right. Focus on one department or use case. Once you get the hang of it it's super-easy to extend and configure it yourself for other scenarios - even sales guys can do it!

If you are based in Germany feel free to contact us at https://www.electricpaper.de

M-Files helps us in (i) finding content quickly and (ii) avoiding multiple copies and versions of the same document. The version history also gives you peace of mind since you can roll back any changes that you or someone else made. It's useful to be able to link documents with accounts, projects and products as needed. Sharing documents internally is easy and avoids copies being made or sent by email. Sharing a public download link is useful when we need to send very large documents to customers that would otherwise exceed their inbox size limit.

I like how the structure is flexible to accommodate many business needs. We use it as a DMS, CRM, and for project delivery management. Between the inherent adaptability, and the ability to code in custom scripts, we have been able to implement a lot of very advanced automated processes to compliment our business needs.

The speed has definitely been an ongoing issue for us, our server is large/comlex enough to require SQL, and like all things SQL it is a resource hog and can have a lot of lag. That, and the reporting module is really SQL reports with MS report builder, both of which I am personally not a fan of.

It is a solid choice, to my knowledge there isn't anything else with the same metadata/relationship based system that also includes things like versioning, permissions, workflows, in such an integrated manner. If I had to make the choice again I would still choose M-Files.

We wanted a way to follow our customer projects from the sales cycle, with all the CRM info for our contacts, the legal and purchasing documents, the activity emails from our sales team, to delivering our software, and all the documentation and technical issue resolutions, etc. The meant workflows involving several teams of people, a lot of differing security requirements for the documents, a lot of bi-directional relationships, a lot of history to be kept track of. M-Files allowed us to get all of that working together in a way that made sense to the people utilizing the data directly, as well as providing the necessary oversight for management.

As an IT Admin, its great how easy it is to manage 1 file repository compared to network drives as well as assign security to all the data in m-Files compared to security on a traditional file share.

I don't like how many people are reluctant to use the product because they are stuck in their ways with file shares. As for m-Files, I have not come across anything specific that I do not like about the product.

m-Files is a great alternative for long term storage of important data for companies looking to get away from file shares and tape backups as well as having a consistent user interface that is intuitive and very easy to use.

1 consistent interface for all users. Its much easier to teach individuals about the product when it is always the same. We have also setup workflows for our scanning methods for bids and contracts.

M-Files doesn't follow the traditional folder system and manages the documents using the metadata.

Also, the level of customization is very wide which is definitely far ahead of any of the other DMS available in the market right now.

On top of that, M-Files easily stands out from most of the CMS.

Even though M-Files is fast on search, but few basic operations are just too slow and M-Files takes a large amount of time to execute them. It clearly makes the user feel that they are actually working in a cloud environment. As a user, I would prefer if the system can make me feel as if I am actually accessing the documents from my Hard Drive. (It should be fast on operations)

You will fall in love with the structure M-Files uses to store the documents. It's different and smart from the traditional folder structure.

On top of that, you can perform various actions on your document including implementing a workflow which is not achievable with any other product.

We are currently using M-Files for Managing the documents for the entire organization. On top of that, the workflows really help us in maintaining our SOP.

The software performs exceptionally, whether its a native deploy or you are accessing through the web portal. The features are pretty much limitless and customizable for any type of business or business process.

The necessary administration, build out and maintenance of the system is extrodinarily time consuming and almost impossible for a non-IT administrator. Even the simplest of internal stakeholder requests for modifications or changes to the platform could take days to figure out and help from M-Files customer service is spotty at best.

Watch out for implementation and maintenance requirements, and ensure that the resources are there before engaging. Use external consultants to manage the relationship and deployment.

Contract lifecycle management from M-Files new product is amazing . It was expected from their presentation that we would save on FTE hours expended on CLM, but in hindsight it was simply used for adminsitration of the system which now requires an FTE.

I love that M-Files helps us manage not just every document that we generate or receive in our business, but workflows help manage and refine our processes as well. From accounting to project management, whatever your process or procedures are, you can customize a workflow to manage it.

I'm thinking... but I really have to get back to work. I honestly cannot think of something I dislike. I would like to know more about the setup of vaults and workflows since I'm just a user.

It is huge to convert to a paperless system in any business. Or to convert from one system to another. M-Files was worth the effort and the learning curve.

We streamlined our AR and AP processes, software license management, quoting and purchases process. It makes it easier to work across departments. It is EASY to see where a slowdown in a process is occurring.

M-Files is a powerful tool for business. It makes document management easy. To begin with, it is easy to deploy and use. Since the storage is cloud based, the security is top notch. Also, this means that accessing and sharing these documents senselessly. With M-files, we never misplace our files and accessing them is also easy as one need to use a unique keyword to retrieve documents.

M-Files works great and I have no issues. However, I can be hard to retrieve documents if you use the wrong keywords.

I highly recommend any business to implement M-Files. This software makes document management a breeze.

M-Files has increased efficiency in our business by ensuring that documents are safe. Collaboration is also made easy as we can easily share files across different documents and employees.

It has cleaned up our law firm's organization immensely. We can now organize complication litigation cases with ease. I enjoy the ability to tag documents with their type, and it makes the search immensely helpful. I also like that it is customizable for the business needs..

There is not much that I truly dislike about M-Files. I would say that it would be beneficial if the multi-file documents were also searchable, but that is a minor complaint.

We had very unorganized electronic files. We had increasing in complexity with our cases, and have now been able to go almost completely paperless.

The stronghold of M-files is the ease of installation and ease. This tools comes with powerful features that makes document management easy. With M-files, it is easy to organize office documents and when you need to retrieve a file, all you need is use the right keyword and within seconds, you will have the document you're looking for. What's more is that security wise, M-Files ensures no unauthorized access.

Everything works well so far. I have co major issues. However, the user interface could be better.

If your company deals with many files and documents, then there is no better way of managing them than implementing the best document management tool - M-Files

Mainly we use this tool for document management.

You can feel the polish of a good, conscientious development team when you use M-Files. I also appreciate the logical structure and general robustness. I like the rapid way you are able to get up and running.

With any complex piece of software there are always multiple ways to solve a problem. This can make it difficult to figure out the correct approach. Sometimes if your problem doesn't fit in the box that m-files is trying to solve it can be difficult to get the result you want.

Take it for a spin!

Categorizing \ filing \ retrieval of regulatory documents. Much more accurate filing and retrieval (much better than file shares!)

The M-Files team! Everyone at M-Files is always there to help us achieve our goals and resolve any issues we may have with the product.

It took us too long to find M-Files. Get out there and attend more industry events with partners such as Microsoft and Salesforce.

Try a demo and talk to others that are using M-Files to find out how it can help change the way you do business!

We use M-Files and Salesforce together to manage customers and projects. We love that we can enter information into the system once and use it for many different purposes. Templates and workflow have made us so much more efficient. We are looking forward to implementing IML and expanding our use of the system.

The mfiles is a good intelligent Software where it is integrated with different sources like office,Sap, Dynamic Crm. It will helpful for finding the exact documents and no problem exists in mfiles and it stores large amount of database

There is no least about this software since it saves time and flexibility. No hidden cost

It helps completely internal and increase the revenue growth and no hidden cost and saves the database and focus on right information and objective. I will recommend this product to the business concern and my friends

Mfiles is intergrated with the Microsoft dynamic , Office , CRM etc.. since i use this product for more than a year and i have lots of experience also it helps towards finding the right documents instead of spending more time with the software.There is no problem with the software and it is one of the intelligent software we use it for time saving and productivity.

Easy to install, implement and to use. Content is organized by what it is instead of determining where to save it in a traditional folder structure. Graphical Workflow engine builder. Not a complex admin interface. Well integrated with windows and office. Desktop, Web and mobile interface. Ranking search result. each user can create his own views with the ability for filtration and grouping to see content in a way he want.

No more perpetual license for M-Files 2019. M-Files is going to change pricing model.In order to continue receiving customer support and new release update you have to upgrade to subscription model. The prices changes frequently. It doesn't support Mac OS (you can only by using web). It is not easy to calculate how many pages/documents you have archived in the system, this feature is required for all backlog scanning projects. Zonal OCR is not easy to setup and not accurate.

It is very easy to use, you will love. Almost bugs free.Can be integrated with other systems. well documented user guide.

Visibility to business processes and better workflow monitoring. Searching for and retrieving documents quickly from anywhere by using web and mobile application.

M-Files is by far the best content management software. It is easy to deploy, easy to use and very secure. It is available in different versions and works in all platforms which means accessibility is not a problem. Since the storage is cloud based, accessing files and sharing them with the team is effortless.

There is nothing to dislikes about M-Files. Even though the cost seems high, the benefits are worth every dollar spent.

For easy, safe and effective content management, implement M-Files.

With M-Files , content management and collaboration is easy. It is one of the best tools and saves time as well as ensuring The safety of our business files.

M-Files is one of the robust electronic document management systems design for low, medium and large corporations. It is a user delight for store, search and retrieve in both paper based and communication work areas and content management orientation environment,

The simplicity of its deployment and integration. Users love the fact that it does not require huge knowledge to begin use. Windows platform users are at home with it even without base training.

M-Files has provided several options for the management of records and documents. Take advantage of the base solutions and several add-ons for any integration of choice.

Easy of handling and managing documents/records and papers. It helps improve governance and compliance posture of the business.

The M-Files Administrative interface is easy to use and configuring a document vault is also relatively simple. The system objects, classes and types make understading of the metadata structure also relatively easy. Search functionality is very powerful. The system is a full ECM but in our case only the document management portion and regrettably traditional folders are being utilised.

The system is heavily Windows biased. It still does not work on Mac OS or on Linux platforms. Despite claims from M-Files that the web client can be used, this is not true in practice. A proper client has to be developed for all major operating systems, as has been done for IOS and Android.

Make the product OS and platform agnostic. Currently M-Files is preventing us from deploying MAC's across the enterprise.

There is so much more to M-Files than just document management. We have been able to solve our document management issues but we are still struggling to use M-Files as the ECM it is supposed to be.

The visual representation of the WF engine and the ease of configuration. We have shortened the amount of time it takes to deploy workflows from a full custom script in our ERP system to just a couple of clicks in MFILE. The time to customer has truly help lower costs.

The reporting aspect are not well defined and it takes a SQL expert to get the reporting pieces running. We have a need to report on how many documents we have in a specific state per customer/project. The work needed to get that report out of MFILE (with NO DRILL DOWN) is too complex. The reporting aspects are a major factor in not giving MFILES 10 out 10 rating.

Review the reporting aspects and setups. Ensure that they will meet technical and business requirements. We were no thrilled with the fact that reporting is "outsourced" to SQL server Reporting Services. Ideally, the reporting engine should be part of the client or separate portal that allows visual report creation. Having all reports creation go through information systems department is not ideal. It creates a bottleneck.

The iterative process of updating CX documents between our teams and vendors. In the past, email was used to request updates or redlines to CX drawings. today, we have a WF process where the system manages the different resources and activities needed to fully complete a document that may or may not be a deliverable to our customer.

Innovative approach to storing documents so that you only need to know what you are looking for and not where it is saved or what it is called. User friendly interface and ability to scale up or down easily so not limited to just small or just large enterprises.

Some of the pricing structure could improve. We wanted to set up 80+ users to only access the web based version (like a portal) and view reports once a month. We were told we needed full licenses for all (or most) of these since the users were planning to access the system around the same time at month end for financial reports. That was adding too much to the licensing cost so we decided against it and only got M-files for the 20 internal users.

I compared a lot of tools before making M-files my final choice. I liked their innovative approach- as related to other ECM tools- of moving away from the traditional folder structure...but still able to emulate a folder structure (for those having a hard time converting or comprehending the concept) by using 'virtual folders'. The difference is that the virtual folder concept would only store 1 copy of a file regardless of the fact in how many 'folders' you have the file - meaning the SAME file could appear in the virtual folder called 'Project 123' but also in a virtual folder ' Customer ABC' when you are working on Project 123 for Customer ABC.

The addition of workflow functionality (for process automation) or data analytics (i.e which contracts expire by the end of this year, etc) on top of the traditional 'file storage' concept for most document management systems are great!

improved search and filtering functionality including creating personalized 'views' that organize the files according to one's preference. Resolve the issue with duplication of files - for example, you store payroll related files in your payroll processing system but you can't store in that system other personnel related files so you end up duplicating these on a shared drive or somewhere else that you need to have the 'full' employee profile. M-files is able to connect to the system of record where your employees are set up for HR purposes but then provide you the ability to store additional employee files in M-files. Also, when you set up a new employee, M-files automatically 'knows' about it. Similar concept exists for vendors or other entities you store info about.

Intelligent Metadata Layer - Accessing and tagging content outside of M-Files (saves on migrations etc.)

Search and Navigation - Multitude of ways to reach a document (OCR, Search, Views, External Repositories)

Configurations - Metadata Card set values, hidden fields and more), Intelligent Services (Analyze button to read files for potential matching information in M-Files to reduce tagging effort for documents), API integrations

Incompatibility of templates and more with products outside of Microsoft Office platform (excel, word, powerpoint). Most companies incorporate PDF format files a lot for their processes. Not being able to leverage the template feature within M-Files can hurt the full potential of this feature for organizations.

I highly recommend M-Files who is also recognized by Gartner as a Visionary in the Content Services space. The solution is intuitive and is a good experience to implement. The support is top notch as an M-Files partner. The solution overall is very dynamic and capable of handling almost all business needs from security, versioning, automation, integration, external sources, etc. Very robust and definitely a solution to be considered for your company if you are looking to enforce your business processes or to enable M-Files as the content management hub for your origanization.

Digitizing processes, gaining visibility to documentation faster while leveraging granular levels of security and permissions at an enterprise level.

Benefits in productivity, visibility, access, process efficiencies and ease of document creation/upload.

The ability to have a location for all my files which can be very secure and have a quick an easy way to retrieve them. It's also a great way for people in a team or department to be able to share file(s) and work on them/review them buy checking them out. It is very helpful to look at a file and be notified that someone else is working on it (checked out).

There is very little to dislike about the software itself. If I had to choose an area maybe getting familiar with all the different things that you can do with the software.

Great product for safe keeping files and for working on projects with your team.

It helps us work on projects, documentation/updates of company procedures and policies. It also allows for us to be able to retrieve files very easily in case we forgot where we saved them.

Creating a centralized location for all our critical legal, tax, business documents which avoids emailing 5 people trying to see who has the latest version.

I would like to see within the program maybe a FAQ when you get to place and want a quick answer. Right now we call our Tech support but I want to not be so dependent on Tech. Maybe short video "how to" for commonly asked issues.

Have the M Files rep walk you through your own data and how it would look / be managed in M Files. This approach helped us visualize what our company setup would look like.

We had 5 different people (the CEO, CFO, Business Development, Operations, General Admin) all maintaining documents and some were in a shared network folder, others were on a desktop, and we could never get a quick answer as to who had the latest doc and where it was. M Files solved that by allowing 1 single Admin person to manage and centralize our critical files. Consistency and efficiency and accuracy all in one place.

transitioning from file structures to tagged files was a great way for our organization to get a handle on our content

work flow programming was not intuitively obvious. If you work it infrequently, makes its mastery challenging

we built a vault for our personnel files, other HR documentation (job descriptions and desk procedures), all contracts and agreements (both as seller and buyer) and a work flow for processing invoices

I am using M-files for invoice processing and the best part is that I can search really old invoices within seconds, that may take hours to search through papers.

I still have to go through few clicks before I can approve, I believe it can be simplified further so you can approve just by one click. I think that the GUI can also be updated to be more user friendly.

I would recommend this product to anyone willing to save papers and want to use easy to track and store data.

Using it for Accounts and document sharing

paper saving and easy access to documents

I like the advanced search capabilities and the check-in/out capability.

Doesn't work well with Revit, can't get the windows file folder style display if I search for a project or use the link from a file metadata, limited amount of subfolders

Try to get people to add descriptions to files, it makes the search function so much better.

It makes creating a standard detail library with AutoCAD significantly easier. Before, there might be details that fit multiple categories (folders) and were hard to find. Now, if the description is well populated, we can just search for aspects of the detail we're looking for.

It's a very intuitive solution, easy to use. Easy tagging and retrieving and has a very powerful semantic search function

Sometimes I felt like too much of metadata information needs to be entered, sometime it can put off the user.

Document intensive organisation that face challenges in finding the right file from a large volume of files can find this really useful. Ideal for law firms, financial and insurance companies that deal with a large volume of information and where versions and workflow become very important.

As a Sales person, my data used to reside in multiple systems e.g. Salesfoce, custom excel files, outlook etc in our organisation and it was very time consuming to find relevant info. It took me lot of time to organise documents and create folders to store my files and there was lot of duplication that used to happen (although my volume was not very high). I think with M-Files I did not have to worry about where to store the file. I could just tag it and find it later using some keywords. It saved me a lot of time.

The abstarction of objects and their relationships allows basically building a prototype of pretty much any business process. Related or not to documents.

The search is very strict with spelling. Some intelligent analysis of misspellings either in search or in the document metadata would help a lot.

Put effort into information and document management models and architecture. Be ready to implement continuous improvement to metadata mangement. If you do not develop internally, the users will feel the system is not up-to-date, even though it's just your datamodels and metadata.

EPC design review and transmittal processes.

Easy of use environment, easy of administration/customizing and programming

The last change of licence policy and pricing (leasing instead of owning) was a little bit bad surpise on autumn.

Use the opportunity of Trial version to check the functions of M-Files. Be ready to change your mind from shared folder to database based DMS (attributes, views instead of folders). Be carefull i calculation of required licences (types and counts). Enjoy it :-)

We are using M-Files as a "intelligent shared folder" for Office (Word, Excel, ...) documents in many processes (marketing, management, ISO 9001, design, ...

It is so easy to set up a document structure and the way privileges are dynamic according to the metadata

They need to improve their documentation a little

The first problem which is non-existent today was the physical search of documents in file cabinets, now we just type what we are looking for and that's all. The integration through the API is also one of the best things, our client uses their bpm to access to M-Files documents, this allowed our client to keep using their same software and of course, the training was minimal

J'adore la chaine de transfert d'un type de documents que l'on peut mettre en place. Le versionning est aussi très intéressant. L'approbation des documents également.

Je ne vois pas de problèmes particuliers avec M-Files

Nothing

Le partage/transfert de documents entre mon service commercial et mon bureau d'études est maintenant idéal grâce à M-Files

Pros:

1) When a document is printed, all the metadata (approvals) are printed with it. No need to hunt down separate approvals to print out and attach.

2) Tool can handle single approval types of documents as well as docs requiring pre and post-approval.

3) Tool can handle living documents (master documents like Trace Matrix, Requirements, etc) as well as project specific documents (unit tests, Change Requests, etc).

Cons:

1) System is difficult to navigate to see all docs without doing advanced searches.

2) Project documents have limited display if many documents are included. It cuts off view so only up to about 50 docs, then the others are not visible unless you sort them to look at bottom first.

3) There is no way to automatically link documents to a Change Request. My current dept uses Desc of Change field to manually enter the Change Request ID so we can do advances searches to find all documents associated with a Change Request.

There are similar products which may be more expensive but may meet more needs.

Main advantage to this software: When a document is printed, all the metadata (approvals) are printed with it. No need to hunt down separate approvals to print out and attach.

I love how easy it is to find documents and share them with coworkers. This prevents repeat documents in different places and you know you're always looking at the most recent document.

It's difficult to get setup and have everyone onboarded and open to using the product because it is such a steep learning curve.

No more sending wrong documents because people aren't working with the most current document. The biggest issue we had is collaborating to get it setup and figuring out cross departmentally how it would work.

Easy to search and find content - good on mobile phone. Easy to configure and maintain. The ability to access on multiple devices is very useful for a salesperson. Secure links, templating and workflows are all very useful.

The UI - especially web - is old school. The backend configuration is simple for basic setup, however some of the more complex tasks could be simplified. The OCR and reporting modules could use updating - the Zonal OCR is very simplistic compared to the current technologies availables.

Document management. We have made it easier for staff to find information in and out of the office.Templating saves us time during documentation and being able to send secure links to external users is very powerful.

You can share easy documents with your colleagues, and if necessary create work flows.

Before you start using M-Files, one schould ensure that people are trained and that they have sufficient information about usage of metadata.

Easy to use, helps to share documents with you colleagues and stakeholders, you all ways have the latest version at hand.

You can easy share your documents with your colleagaus

You all ways have the latest version on your hand

You know how have made latest changes