Director from Fiserv is offered by the vendor as a fully customizable suite of solutions that work separately and together to meet any specific ECM needs. No matter what type of document a business needs to use, from ID cards to legacy reports, these solutions can help scan, import, store, modify and distribute the documents electronically.
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M‑Files
Score 9.2 out of 10
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M-Files is a platform for knowledge work automation, that helps knowledge workers to find information faster. M-Files features a metadata-driven architecture, embedded workflow engine, and advanced artificial intelligence. This helps customers to eliminate information chaos, improve process efficiency, and automate security and compliance.
The vendor's value proposition:
EASE OF USE: M-Files increases productivity and
improves work quality by making…
Great for financial institutions. Integrates well with the Fiserv Premier suite. Easily imports bank reports that are generated from the Fiserv Core banking system. Would like to see more dynamic of purging documents automatically. Would like to see more functionality that is native to the Fiserv Premier application rather than having to purchase additional modules to expand its functionality.
M‑Files is great for companies with multiple locations. Drive letters can become cumbersome to use and collaborate with colleagues and M‑Files fills that gap. The check out/check in system is great and allows only one editor at a time. This can be good and bad depending on the situation.
Reliable: Our M-Files system has only gone down one time (for a very short period of time) at the beginning of the two years that we have been with M-Files. Our previous vendor's system had so many downtimes that our IT Department had to assign an associate to work with me for sending out notifications to associates etc. With our last vendor, one day I came to work and only 60 of the 260 consent for surgery forms were available to our end users although they were visible to me as the Administrator but weren't showing up for the end-users!
Our M-Files system was created for us. It was created by working with developers to only have on our system what we required, and I must say, there were so many extra features that M-Files offered in our program that weren't available with our previous vendor. As mentioned previously, we can have two policies or forms visible to the end-user so one can be listed as "draft" or "training only" so our end users can read and use for training as we get ready to roll out a new medical record system. I can also preload policies and leave them in the working stage until they are approved and go back and publish them the day they are approved. The list goes on with so many great features.
Our end users would say the greatest asset of this product is the search function. It's amazing how fast it is. There are many ways to search out a form or policy which makes it a true asset for our associates.
More refined configuration of when to purge documents (ex. would like to see the ability to more dynamically purge documents such as the ability to purge documents x number of years after a loan has been paid in full).
Include functionality that is native to the application without having to pay for additional modules (ex. ability to configure automatic importing of PDFs without using an index file requires a separate PDF Data Input Filter module).
Would like to see the ability to automatically populate the Institution number in Director Unity Client.
Would like to have seen Fiserv move off Internet Explorer faster than it has. Workflows will only appear as an option in Web Director if used in Internet Explorer.
If you are new to Electronic Document Management, this can be a really difficult product to roll out. Since it is infinitely versatile, there are infinite ways to configure it wrong. I highly recommend the M-Files admin training offered by M-Files as it will set you in the right direction.
Many options are paid add-ons. So while you are not paying for what you don't need, many great features will come at a cost.
If you don't have a technical person on staff, this will be tricky to maintain. Not impossible. If your processes do not change, once setup it will be fine.
M-files meets our almost all needs, we dont have other option to replace m-files. it saves lots, like Hardware because of Vault Feature means we can create many vaults (mini-servers) in m-files in other solutions we need more hardware for more installations.
It is a powerful system that can locate content fast and effectively. The system takes quite some time to setup initially. It can be hard for M-Files support to know how businesses operate and how they want to use the system in a way that works for them. The customization makes it great for companies to cater to their own needs. Once the system is set up in a way that makes sense for the business, the user experience is positive. There is room for improvement in the notifications, workflow, and support areas.
I noticed some lagging with the integration with Microsoft Office but not so much that I would not use it. It has gotten better with updates. to be fair the issues were when Office 2013 first came out.
Usually when I need help from them I got support and it was very good and focused to solve my problem. I didn't have so many problems, but when used it worked. I just would like to have a support in my native language, but I can understand that sometimes is hard for the companies.
The key insight is that the most important thing is to have a open mind. The application is easy to use, but if you have a company with different views and it is not aligned could be a huge problem. So the company transformation is required together with the application. Ensure to use as much as possible the capabilities of the application helps to have best ROI.
We selected Director because it easily integrates with Fiserv Premier core banking system. We have been using Fiserv Director for over 12 years. We haven't evaluated alternatives since moving to Fiserv Director. We did use Metaviewer prior to Fiserv Director which didn't have nearly as much functionality as Director.
The customization ability seemed to be a level above and easy to navigate and available options are constantly being reinvented. We have used OnBase for years and now desire to move away from this option for a number of reasons.
M-Files allows us to track important milestones and expiration dates. We are now able to easily track revisions to contracts with community partners and record comments and history in one place.
We are able to track all contracts that come through our District and to create monthly reports to present to our Board.
