M-FIles as metadata machine and efficiency producer
March 15, 2022

M-FIles as metadata machine and efficiency producer

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with M‑Files

We use M-Files in multiple use cases from a base document management solution to dedicated build workflow and business automatization in different business processes. M-Files is for us a strategic DevOps platform in addition to its normal DMS capabilities.

Pros

  • Free metadata is the key
  • Capability to integrate to all sorts of solutions
  • Agility in implementation

Cons

  • User experience and user interface - however, now with the web interface we are on the right track

Do you think M‑Files delivers good value for the price?

Yes

Are you happy with M‑Files's feature set?

Yes

Did M‑Files live up to sales and marketing promises?

Yes

Did implementation of M‑Files go as expected?

Yes

Would you buy M‑Files again?

Yes

  • Clear efficiency improvements, yes
  • CApability to build process support around own processes, yes
  • Easy to adapt and easy to bring forward for wide audience of users, no
  • Capability to ease up searching and finding data - partially yes - partially no
  • Enable information as an asset and provide a platform for further development - absolutely yes
  • ERP
  • eSigning
  • Client portals
  • eMail
  • external client / contact information service
Connection to our ERP brings us vital metadata. eSigning gives us multiple benefits in our contract management. When integrating M-Files into our multiple client portal solutions we may store client files in one platform, however provide it as multiple views back to clients. eMail is clear automated archiving based on "ticket number" i.e. by engagement of the specified job. We use M-Files also in our KYC/AML process integrating this with our external client/contact information database we may offer automated updates like in Ultimate Beneficial Owners. To name a few use cases.
Free metadata - the capability to build own solutions - way ahead of any competitive products.
Google Workspace (formerly G Suite), Microsoft 365 (formerly Office 365)
Overall document management, one may also build any type of workflow, service management, or further automatization or integration to other solutions very easily. Naturally then one needs to have detailed knowledge of M-Files and coding power.

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