m-files general sales presentation official (id 1743)
TRANSCRIPT
![Page 1: M-Files General Sales Presentation OFFICIAL (ID 1743)](https://reader036.vdocument.in/reader036/viewer/2022081511/587e12a61a28abbc2e8b4a6d/html5/thumbnails/1.jpg)
Manage every thing in your business.
Enterprise Information Management
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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
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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
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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
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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
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YOU COULD ACCESS ANYTHING?AT ANY TIMEINSTANTLY
WHAT IF
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YOU COULD RUN YOUR BUSINESS?WITHOUT BOTHERING THEIT DEPARTMENT
IT
WHAT IF
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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
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WHERE YOU STORED YOUR DOCUMENTSDIDN'T MATTER?WHAT IF
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ENTERPRISEINFORMATION MANAGEMENT
ORGANIZED BY
WHAT WHERESOMETHING IS IT'S BEEN STORED
VS
DOCUMENT TYPE
CUSTOMER
DATE
PERMISSIONS
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Playlist
Artist
Genre
Album
It's as simple as an iPhone
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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
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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
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Why It Matters
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Chaotic Network FoldersDuplicate FilesEmail AttachmentsPaper DocsDatabasesExternal Media
Why Manage Content?
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?
Where is the best place to save this document?
Hearing Aid Proposal 2013for A&A ConsultingPrepared by Andy
The Problem With Folder Structures
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Chaotic Network FoldersDuplicate FilesEmail AttachmentsPaper DocsDatabasesExternal Media
Why Manage Content?
v1
v2
v3
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Chaotic Network FoldersDuplicate FilesEmail AttachmentsPaper DocsDatabasesExternal Media
Why Manage Content?
The average document gets copied 19x during its life.- Coopers & Lybrand
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Chaotic Network FoldersDuplicate FilesEmail AttachmentsPaper DocsDatabasesExternal Media
Why Manage Content?
![Page 20: M-Files General Sales Presentation OFFICIAL (ID 1743)](https://reader036.vdocument.in/reader036/viewer/2022081511/587e12a61a28abbc2e8b4a6d/html5/thumbnails/20.jpg)
Chaotic Network FoldersDuplicate FilesEmail AttachmentsPaper DocsDatabasesExternal Media
Why Manage Content?
![Page 21: M-Files General Sales Presentation OFFICIAL (ID 1743)](https://reader036.vdocument.in/reader036/viewer/2022081511/587e12a61a28abbc2e8b4a6d/html5/thumbnails/21.jpg)
Chaotic Network FoldersDuplicate FilesEmail AttachmentsPaper DocsDatabasesExternal Media
Why Manage Content?
![Page 22: M-Files General Sales Presentation OFFICIAL (ID 1743)](https://reader036.vdocument.in/reader036/viewer/2022081511/587e12a61a28abbc2e8b4a6d/html5/thumbnails/22.jpg)
Our Solution
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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
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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
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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
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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
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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
![Page 28: M-Files General Sales Presentation OFFICIAL (ID 1743)](https://reader036.vdocument.in/reader036/viewer/2022081511/587e12a61a28abbc2e8b4a6d/html5/thumbnails/28.jpg)
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
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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
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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
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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
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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
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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
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v2DOCUMENT OWNER
READERAPPROVER
DRAFT WAITING FOR APPROVAL
REJECTED
APPROVED
IN REVIEW
NOTIFICATION
ASSIGNMENT
Get Notified About Important Tasks & Assignments
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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
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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
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Native mobile appsiPhone/iPadAndroid devicesWindows Phone
View and edit documentsManage workflowsElectronic signatures
Mobile Access
v2
Install the apps now from:
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Advanced Features
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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
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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
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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
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Packaged integrations:Microsoft DynamicsMicrosoft SharePointMicrosoft OfficeSalesforce.comNetSuiteConnectWiseAutodesk (AutoCAD)Kofax ExpressPSIGEN
The M-Files API connects to virtually any database
Integrate with Other Business Systems
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Microsoft Dynamics Integration
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The vault structure is easy to manage and edit
Users & User GroupsPermissions & Access PrivilegesDocument Classification StructureExternal DataWorkflowsBackupsArchivingEvent Log
Manage Everything with Ease
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We Are Different
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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?
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Organizational Benefits
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Organize Everything By What It Is
Find Exactly What You're Looking For
Improve Security
Share & Collaborate
Stay Compliant
The Benefits
x
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Options3
Experience1
On-PremisesCloud Hybrid
Flexible Deployment
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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
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Who We Are
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HEADQUARTERS IN
TEXAS &FINLAND
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CUSTOMERS OF
IN 100+ COUNTRIESALL SIZES
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CUSTOMERS IN
MANYINDUSTRIES
ELECTRONICS
SOFTWARE
GOVERNMENT
HEALTHCARE
PHARMACEUTICAL
AEC
MANUFACTURING
ACCOUNTING
MEDIA
MARKETING/PRPROPERTY MGMT
Customers & Industries
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WE SPECIALIZE IN
HELPINGREGULATEDBUSINESSES
COMPLIANTSTAY
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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
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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
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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
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2015 Forrester ECM Wave Transactional Content Services
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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."
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MAGIC QUADRANT FOR ENTERPRISE CONTENT MANAGEMENT: 2012 - 2015