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…
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Project Insight
Score 4.0 out of 10
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Project Insight is a web-based project and portfolio management software. Project teams can access, edit and update their projects information anytime, anywhere, with any supported browser, tablet and mobile device. Features for experienced project managers include: MS Project import/export, intelligent scheduling, resource allocation, Outlook integration, document management, approvals, time/expense tracking, issue management, 100s of dashboards and advanced permissions.
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.
My rating would vary depending on the types of projects that need to be managed. Since I am in software, I don't think it was an excellent fit to manage software projects unless they are small projects with only a few tasks. On the other hand, if you are needing to manage a wide range of departments that are working on a single project with many moving pieces, then I would think that PI might be a better fit. Think of it as a jack of all trades, but master of none.
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.
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.
I found Project Insight somewhat opaque overall. I thought the training was sparse and answers to questions few and far in between. There was a lot of power there for the dedicated user/administrator. For me, who was a casual user and administrator, I found support lacking. I didn't administer Project Insight much, just some work on integrations with other tools.
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.
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.
When I got to the company where I used Project Insight, we had our own custom tool that fit the tasks that it was designed for but wouldn't grow with the company unless resources were put onto expanding capabilities. We needed something more.
We replaced that tool with Redmine. It worked well and was easy to use, but it looked pretty dated when we got it, and since we didn't have many resources for managing, it looked dated after a few years without receiving upgrades. It was a decent tool for small teams that were focused on similar tasks. Redmine was much more straightforward than Project Insight and felt more reliable since we never had an issue with our internal servers. On the other hand, Redmine felt dated and didn't fit as many of the tasks that were needed. Redmine's price was right if you installed it locally and was probably still cheaper if you used their SAAS version.
Jira, on the other hand, felt like an excellent tool for software teams. Jira had a great project and task management and felt right for a software team. Jira also had useful integrations, even with Project Insight. Jira seemed pretty unreliable, worse than Project Insight. Our team would have preferred Jira, but I think it didn't work for other teams.
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.
