Energy & Utility Management

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Category intelligent information management

Our Take: Gartner Peer Insights and Our Amazing Customers

At M-Files, our goal is to provide knowledge workers with the connected content and intelligent automation they need to empower a smarter way to work. However, we wouldn’t be who we are today without our amazing customers. Our customers are our guiding “why” — and as of today*, we are proud to share that because of them, we have achieved a 4.4 out of 5-star rating in the Content Services category on  Gartner Peer Insights[1], which documents customer experience through verified ratings and peer reviews from enterprise IT professionals.
The satisfaction of our customers has, and always will be, our number one priority. We’re humbled that as of August 1, 2021, 88% of Gartner Peer Insights respondents would recommend M-Files as a Content Services Platform, based on 78 reviews over the past twelve months. We believe achieving such a reputable Gartner Peer Insights rating showcases our on-going commitment to providing customers with new, innovative ways to manage, secure and collaborate around content.
The reviews speak for themselves, and we couldn’t be more humbled our customers think so highly of us:
  • “It is a mastermind software to have when it comes to managing data. I have used M-Files for a long time and I am completely satisfied with the breadth of functionalities it offers.” – Consultant, Services [read full review]
  • “One of the best document management system available in market. Easy to store and manage large files in this application. Collaboration made easy with this application.” – Senior Analyst, Services [read full review]
  • “M-Files is one of the best content management software which lets users to create, manage and store the data. The product is very easy to use and implement.” – Analyst, Services [read full review]
  • “M-Files is a document management software where users can firstly and quickly manage and organize electronic documents. The user interface is very good and the user can perform the multi-task at one time directly from the central dashboard.” – Software Engineer, Services [read full review]
We strive to provide a modern approach to information management that increases the productivity of knowledge workers, ensures a seamless digital experience, strengthens collaboration, enables business continuity, and reduces business risk. Over this past year, it has been our greatest pleasure helping organizations navigate, control, and manage overwhelming amounts of data brought on by digital transformation and the pandemic. We are humbled our customers see the value in our metadata-driven approach and look forward to helping our customers continue to see greater productivity and ROIs across their organizations. *August 1, 2021, based on 78 reviews [1]  Gartner Peer Insights reviews constitute the subjective opinions of individual end users based on their own experiences and do not represent the views of Gartner or its affiliates. Source: https://resources.m-files.com/blog/our-take-gartner-peer-insights-and-our-amazing-customers

M-Files Acquires Hubshare to Strengthen External Content Sharing and Collaboration, Deliver Best-in-Class Digital Client Experiences

M-Files, the intelligent information management company, today announced the acquisition of Hubshare to bolster external content sharing and collaboration and deliver an improved digital client experience. Hubshare offers a secure digital workplace portal that enhances user and client engagement through collaborative working, secure file sharing, and project management.

Now part of the M-Files product portfolio, Hubshare provides a secure information exchange platform where companies can be forerunners in driving digitalization and improving the customer experience using branded, customizable client portals. The portals can be quickly and easily tailored to meet individual client needs which drive collaboration and productivity.

“The Hubshare acquisition helps us deliver a unique digital client experience and better serve knowledge worker industries such as Professional Services, where information sharing and external collaboration are critical requirements,” said Antti Nivala, founder, and CEO at M‑Files. “Our integrated offering takes M‑Files from the back office to the frontline of our customer’s business, helping provide a digital window for our customer’s clients as they drive digitization across the organizations they serve.”

Unlike typical file sync-based document portal solutions where information is copied from an enterprise content repository, M-Files now offers a secure and integrated solution for internal and external collaboration without data duplication. While the M-Files user experience is optimized for streamlining internal document management processes, the new Hubshare hub in M-Files provides key information such as documents, people, processes, discussions, and more to external users, such as clients, via a branded portal that is optimized for an improved external user experience. This helps strengthen customer satisfaction with a better and more compliant collaboration experience.

“Today, with the announcement of our acquisition, we celebrate our common vision and goal of making work smarter and collaboration more efficient for our clients,” said Nicholas Child, CEO, Hubshare. “Our combined offering will undoubtedly benefit organizations across the globe seeking a more secure and integrated solution for internal and external collaboration. We are delighted to be an integral part of the M-Files journey, delivering our digital client experience and collaborative workspace solution alongside the visionary M-Files intelligent information management platform.”

M-Files’ mission is to profoundly improve how companies do business in the digital, work-from-anywhere world. M-Files connects siloed systems, applications, and repositories and provides a full view of all relevant information across an organization. Delivering connected content and intelligent automation, M-Files increases the productivity of knowledge workers, ensures a seamless digital experience, enables business continuity, and reduces business risk.

About M-Files Corporation

M-Files’ AI-powered intelligent information management solution connects all documents and information, across every platform and repository, then analyzes them to place them in context. This makes it possible to serve up the right information to the right people right when they need it—and automate information-driven business processes—while maintaining complete control and compliance. Thousands of organizations in more than 100 countries (including NBC Universal, OMV, SAS Institute, and ThyssenKrupp) use M-Files to manage their business information and processes—and give their employees A Smarter Way to Work. For more information, visit http://www.m-files.com.

M-Files is a registered trademark of M-Files Corporation. All other registered trademarks belong to their respective owners.

About Hubshare

Hubshare enhances user and client engagement through collaborative working, secure file-sharing, and project management. The solution provides an all-in-one, flexible, and customizable digital workspace that allows unlimited customer-specific portals, each one unique to each customer’s requirements. Hubshare helps its worldwide users boost their productivity and facilitate external and internal collaboration. Hubshare has offices in France and distributors in the UK, Hong Kong, Australia, and North America, and resellers in numerous other countries.

source: https://resources.m-files.com/blog/m-files-acquires-hubshare-to-strengthen-external-content-sharing-and-collaboration-deliver-best-in-class-digital-client-experiences-2

Why ‘Set It and Forget It’ Information Governance Matters More Than You Realize

Anyone who has ever spent an appreciable about of time working with business information knows full well that the sheer volume of content within their deployment is growing by the day. But at the same time, the variety of content is also on the rise — which can easily lead to governance issues before you know it.

This was always an issue for organizations in the process of scaling, but it has become increasingly difficult in the wake of the still ongoing COVID-19 pandemic. With more employees working from home than ever, information management solutions have become more than just tools to store important files in the cloud. They are literally the foundation of your workforce right now, allowing people to better communicate and collaborate with one another during a time when they’re not going to be able to get back in the same shared space for the foreseeable future.

This, in essence, is why ‘Set It and Forget It’ governance is so important. Every minute that you spend trying to make sense of your infrastructure or trying to get third-party add-ons to work the way you want, is a minute that you’re not actually acting on the insight contained in your data and using it to propel your business forward. Thankfully, most IT leaders seem to understand the gravity of the situation.

The Power of ‘Set It and Forget It’ Governance: An Overview

M-Files intelligent information management solution helps achieve a ‘Set It and Forget It’ governance strategy. With workflow rules, organizations can maintain consistent records management policies. Documents in a governance workflow would be governed by a ruleset whereby any of the following would happen automatically:

  • Records would be disposed of or retained according to policy
  • Stakeholders would be notified to review batches of documents designated for a certain disposition

Files can automatically be added to this workflow, as well, through metadata. If, for instance, a file matches certain criteria — say, a type of contract — it would automatically be applied to a governance workflow.

Thanks to a lot of these features, information in all repositories across the organization are standardized with common ‘Set It and Forget It’ governance standards. Really, what this means is that there is now no longer a need to transfer important information like records or compliance documents to a totally separate repository. This approach to governance only ever worked with records that you didn’t need to use that often and created quite a significant challenge in terms of management for everything else. Active records obviously need to be available with their critical context intact — meaning in a way that allows you to retrieve all relevant documents and see all crucial tasks also quickly. Now, these types of records can be actively managed within the M-Files platform — which is really the most important advantage of all.

In the end, ‘Set It and Forget It’ governance is all about breaking down yet another data silo so that information can move freely across your organization for the first time. Rather than forcing your employees to use a number of different tools just to get work done — thus increasing the time it takes them to complete those important tasks to begin with — they should have access to absolutely everything they need, all under one roof.

But you also shouldn’t have to work very hard to get to this point — which is really what ‘Set It and Forget It’ governance is all about. It’s about making it easier to get the highest return from your IT spending and from your technological investment, not harder. You’ll still need to make sure that the business strategies that are driving your technology investments are carefully thought out, of course. You should never invest in a solution because you think you need to — it should be the right move to make given whatever you’re trying to accomplish at the moment.

Thankfully, “simple” has emerged as a recurring theme when it comes to businesses who are embracing cloud platforms and process standardization — and it absolutely could not have come at a better moment.

Source: https://resources.m-files.com/blog/why-set-it-and-forget-it-information-governance-matters-more-than-you-realize

All the Ways M-Files Supports HR in the New Era of Working Remotely

The ongoing COVID-19 pandemic has created a challenge for us all — but few know this better than the dedicated HR employees who now have to figure out how to effectively do their jobs while working remotely.

Thankfully, M-Files has proven itself to be more than invaluable to that end, offering a wide array of different benefits to human resources officials both during and after the pandemic has finally left us behind.

Offering Superior Remote Access

Obviously, everyone needs “anytime, anywhere” access to key information while working from home and M-Files make this easier than ever before. Everything is all in one place, making sure that the HR employees who need a document always have it, no matter what. Not only is everything inherently searchable based on what is INSIDE the document (not just what it’s called), but this is also a way to keep information safe and secure as well.

Automation, Automation, Automation

Everyone knows that collecting “wet signatures” when updating HR policies and procedures is time-consuming on the best of days… to say nothing of how problematic this has become during the new era when everyone is working remotely.

Thankfully, M-Files can make this process easier by allowing you to send out a copy of new policies to all staff members, have them acknowledge it via a web browser, then instantly file it away in the appropriate folder — all via automated workflows that don’t require HR employees to send out so much as a single email.

Support for a New Era of Leave Management

Thanks to the toll that the COVID-19 pandemic has taken on us all, many companies are (understandably) seeing an increase in leave requests. With M-Files, it’s now possible to create customized workflows that can be started by a manage to make sure that everyone who needs to be informed of such a request — like those in payroll, those dealing with benefits, and others) are an organic part of the process in a way that also makes it easy to track actions as they’re being taken.

Empowering Collaboration

Even though people aren’t physically in the same place at the same time any longer, the need for collaboration is still paramount. Still, sending documents via email can not only create a confusing process that is prone to errors, but it can also cause even the most straightforward tasks to take up far too much time as well.

With M-Files, on the other hand, employees can now effortlessly share information with one another from the devices they’re already comfortable using. Custom workflows can even be created to make sure that documents are always correctly routed from one person to the next as needed, thus empowering collaboration at a time when it is desperately needed.

Employee Lifecycle Paperwork

In the COVID-19 era, remote employee onboarding is a pressing need for many organizations. Thankfully, M-Files enables this by allowing employees to complete all of their onboarding forms at home through a simple and easy-to-use web-based interface.

Once finished, those forms can then automatically be routed to the right HR professionals who can then file them away as needed. This same process can be leveraged whenever an employee exits the business, too — automating notices for everyone involved in this level of exit paperwork.

Better Employee Management Documentation

Even though more people are working from home than ever, there are still certain needs that must be met. HR officials still need to manage and document employee performance, for example, along with all relevant certifications, licenses, and training materials.

Thankfully, M-Files enables this by making sure that all insight ends up exactly where it needs to be: in that employee’s file. This breaks down yet another potential data silo for information to get lost in, fueling better and more informed decisions moving forward.

It’s All About That Return on Investment

Finally, perhaps the most important way in which M-Files supports your human resources efforts in the new era of working remotely comes down to how it can help you recoup as much money as possible from your initial investment.

Keep in mind that moving from the paper-based world into the digital realm can not only bring with it significant cost savings in terms of square footage for your business but also with regards to time saved as well.

You’ll spend so much less time and money because you’re no longer wading through reams of paper — allowing you to funnel more of those funds back into the business in areas where they can do the most good. Plus, you’ll have more time in a day to focus on those matters that truly need you, which may very well be the most important benefit of all.

source: https://resources.m-files.com/blog/all-the-ways-m-files-supports-hr-in-the-new-era-of-working-remotely

The 4 Cornerstones of M-Files Intelligent Information Management in 2021

2020 was a year of unprecedented challenge for the whole world — when what we thought of as normal did not exist anymore. Everyone had to adjust to new ways of working and a business community that was suddenly closing its doors after a long period of increasing global movement. In M-Files, we face the same challenge of suddenly moving to home offices across the globe. For us, it was quite straightforward though, as M-Files is designed to enable remote work from anywhere. Now, let’s take a look at the upcoming new year 2021. The world will certainly not get back to what used to be normal. It is time for the new normal! 2021 for M-Files means continuing on the path we partly took already in 2020 — but with increased focus. The four major themes for us are:

1 | AI Continues to be an Integral Part of M-Files

AI is already a core element of M-Files, essentially making M-Files what it is. Going forward, AI will go even further in enriching search and navigation, driving employee productivity with intelligence that helps the user focus on the job at hand.

2 | Focus on the User Experience

In today’s world, end-users expect to have tools that are intuitive and easy to use. They use different types of apps in their personal lives and expect at least a somewhat corresponding experience in the products they use for business. M-Files is answering this demand with an increased focus on improving the end-user experience, be it the search experience, the usability of the product in general, or the intuitiveness of the workflows that support the business.

3 | Improved Self-Service Capabilities

True scalability calls for the ability to view and analyze the performance of the system. Therefore, one of the areas we want to focus on in the future is improving self-service capabilities. The next step is to offer customers the ability to manage their own M-Files subscription with M-Files Manage.

4 | Making Content Collaboration a Key Focus

With remote work a key part of the new reality for an increasing number of businesses and knowledge workers, content collaboration is an obvious focus area. You’ll see some new stunning innovations in our product related to remote work enablement later on in 2021.

What to Expect Next?

As we open 2021, there’s some good news just around the corner! The user experience is a theme we want to focus on, and there are two current, significant updates that will certainly have a positive impact on the user experience. A new, improved Web Client for M-Files became available in the December release and will be installed in customer environments as the year starts. Additionally, the December release introduced the new Smart Search, which will give faster, even more, accurate search results. If you wish to learn more about any of the new improvements, please contact us for more information. source: https://resources.m-files.com/blog/the-4-cornerstones-of-m-files-intelligent-information-management-in-2021

6 Hot Take Information Management Trends in 2021

According to Nitro, workers spend an average of 50% of their time creating and preparing documents. Yet, document issues account for more than 21% of daily productivity loss. Businesses depend on information — documents, files, data, content… everything. It is the lifeblood of just about every organization. The past few years have seen a reckoning for companies in how they capture, store, structure, and disseminate information within the organization. The explosion of information across the enterprise has made it an IT issue that cannot be ignored. The reason is simple… unstructured data is generated at an alarming rate and it’s burrowed away in siloed applications — think email, chat logs, network drives, CRM. This combined with the huge rise of remote work in 2020 has put intelligent information management solutions like M-Files in the spotlight. The way these solutions combat the problem is revolutionary, featuring transformative capabilities like AI-enabled tagging and collation of content across otherwise disconnected repositories. To put it into proper perspective, let’s examine the obstacles to efficient information management and the six trends you can expect in 2021.

Pervasive (but Not New) Challenges in Information Management for 2021

Companies are consistently battling several information management challenges, elucidating the need to combat them with a frontline intelligent information management system. Top of the list of challenges are:
  • A flood of unstructured data — all information not contained in tidy databases, the information contained in documents, PowerPoints, email attachments, email messages, chat logs
  • Difficulty in organizing and classifying data, especially in a traditional hierarchy of file folders and subfolders
  • Content scattered across the entire information landscape in siloed systems and applications, like a wasteland of misfit documents
Hopefully, some of the trends mentioned below will help ameliorate some of these challenges. Over 60% of information workers needed to access at least four systems, according to CMSWire. Federated search describes a search technology that can scan several sources for information at the same time. By default, federated search capabilities are baked into the M-Files solution. M-Files doesn’t care where your documents are. Searches can be completed across all company information silos to return results, regardless of where the files live. That’s the power of focusing on content over location — decoupling the content from its repository.

AI-Enabled Information Management Functions

Artificial intelligence is ever-present in many technologies we use, and information management is another technology that has a prominent place now for AI. It’s especially useful in a few ways: AI can comb through large amounts of data, for personally identifiable information as an example, and AI can suggest metadata tags to help classify data. M-Files has spent extensive resources to stay on the bleeding edge of AI in information management. M-Files offers several intelligence services that will help you automate your office work.
  • M-Files Smart Classifier: Automatically suggests a Class for an object, such as “Template”, “Agreement”, or “Offer”
  • M-Files Information Extractor: Automatically scans through the content of a document to suggest relevant metadata
  • M-Files Image Analysis: Automatically examines the image to suggest captions, categories, tags, and facial analysis results as metadata suggestions

The Rise of Anywhere, Anytime Access to Information

The year 2020 will go down in the history books. The whole world was shaken by the COVID-19 pandemic and for businesses, this meant deploying a large remote workforce to ensure business continuity. It put into stark contrast those that were ready with digital transformation and those that were behind the curve. Knowledge workers needed remote access to company information and files. They needed the same experience from home as they would at the office. By far, the number one most vital part of any successful remote, flexible work strategy has to do with a true information platform at the center. At its core, an information management system is precisely what it sounds like — a solution designed to facilitate not only the storage of critical data but also the organization and retrieval of that same information. M-Files provides remote access to information from anywhere in the world and from any device. Now, employees can work from anywhere — the hotel, their home, an airport, a client location… anywhere.

Enhancing Collaboration

Much like remote work and remote access, flexible and diverse tools that enable hassle-free collaboration will be an indispensable part of a company’s tool stack. As traditional working models shift to a collaboration-centric model, intelligent information management tools like M-Files are needed to enable that shift. But we’ve moved past just enabling collaboration into an era of optimizing it. From sharing documents to tracking tasks to co-authoring, these technologies ease the burden of collaborating, even in a remote work environment.

Connecting Disparate Information Silos

Employees shouldn’t have to toggle between applications, programs, and tools to find the information they need. M-Files and the Intelligent Metadata Layer deliver a simple, unified user experience for modern information management. You can browse data in all connected systems and repositories, whether in the cloud or on-premises with the same user interface — something that other ECM solutions don’t offer.

Friendly and Attractive User-Interface

Now that information management solutions have reached a certain level of maturity, part of the focus has shifted to creating a sleek user experience. Users have become spoiled by Netflix, Amazon, Google, and others and they now expect dynamite user interfaces in business, just as they have in their personal lives. In 2021, M-Files has put the focus on the UI and the experience — highlighted first by M-Files’ new and improved web interface. It’s a trend that will pervade information management solutions of all types and sizes — lest they be bested by competitors that will put the proper resources into intelligent UI design. As you gear up to take advantage of these emerging trends, you might be interested in exploring the M-Files intelligent information management solution. M-Files goes beyond traditional ECM — automate manual workflows and allow employees to work more productively, and M-Files is equipped with out-of-the-box, built-in AI to help classify and find information. Ultimately, M-Files helps organizations find and manage business-critical documents and information from any device, no matter where it’s stored — preparing your organization for anything 2021 might throw at you. Source: https://resources.m-files.com/blog/6-hot-take-information-management-trends-in-2021

Infographic: How to Save Half Your Workday with Intelligent Information Management

Various reports over the years suggested that knowledge workers spend anywhere between 5-12 hours per week to find information they need to do their job. If an organization could cut that time in half for each knowledge worker, imagine the huge productivity bump companywide. The solution may indeed be hiding in plain sight with intelligent information management platforms like M-Files, which:
  1. Enables users to find the information they need lightning fast with Google-like results
  2. Automates many of the mundane, time-consuming tasks that sap productivity
Check out this recent infographic, where you’ll find:
  • 10+ actionable statistics on productivity loss
  • An alarming calculation of the real cost wrought by inefficiency
  • 10 ways to combat productivity lost to poor information management
Get the infographic on this article:- https://resources.m-files.com/infographics/infographic-how-to-save-half-your-workday-with-intelligent-information-management-2 Source: https://resources.m-files.com/blog/infographic-how-to-save-half-your-workday-with-intelligent-information-management

The Best Way to Solve Information Management Problems of Legacy Applications

With regards to technology, one of the major mistakes that far too many business leaders make involves clinging to legacy applications purely out of a sense of familiarity. They think to themselves, “Why do I need to invest in something new? This has gotten the job done for years, I see no need to make any type of change right now.” But while those legacy applications may be getting the job done… they may not be getting them done particularly well, and it could be costing most businesses far more than they realize.

The Most Common Business Challenges of Legacy Technology

Security

By far, one of the biggest problems with legacy technology is that they almost always result in the types of security vulnerabilities that most businesses simply cannot afford to deal with. A lot of people don’t realize that software updates are about more than just adding new features or tweaking the graphical user interface. Vendors offer software updates to patch bugs, exploits and other security vulnerabilities quickly after they’re discovered, before they can be taken advantage of by someone who knows what they’re doing. If a vendor stops providing updates and focuses their attention on a modern solution, that means that when additional exploits are discovered (and make no mistake about it, they will be) they will be left unchecked. That means there is essentially a backdoor into your business’ network that could potentially compromise every last kilobyte of critical data you’re creating on a daily basis.

Cost

In 2018, Shawn McCarthy, the research director for IDC Government Insights, said spending on legacy systems had risen by 13 percent over the last five years alone. This increase means agencies need more now than ever to ease themselves of the burden of antiquated IT systems. Another major issue with legacy applications ultimately comes down to cost. In the event that a piece of software is no longer supported by the vendor, that means that it is up to you and you alone to keep it running as effectively as you can. Normally, that involves hiring people with the right type of expertise to keep a constant eye on your infrastructure — a move that is costly to say the least. Even if you hand over these duties to your existing IT people, every minute that they spend simply making sure that everything stays up and running is a minute that they’re not making money for your business. One of the biggest examples of this cost issue has to do with how legacy technology usually lacks compatibility with other IT solutions. By remaining tethered to these legacy systems, you’re likely creating data silos across your business where critical information is essentially trapped in one platform, unable to get into the hands of the people who need it to make critical decisions. Workaround solutions exist, sure — but they’re usually just as costly (not to mention frustrating) to implement. Likewise, legacy applications are problematic for most enterprises simply because they’re trapped in stasis for all time. They’re not evolving and gaining new functionality as the industry around you does the same. This makes it not only more difficult to scale your business as needed, but it makes it nearly impossible to innovate as well. A report from Dell says: “In the last 10 years, roughly 701 percent of all applications used by Fortune 5000 companies run in legacy environments built 20, 30, even 40 years ago, according to one analyst group. Another top tier analyst firm estimates that a typical corporation spends between 60 percent and 80 percent of its IT budget simply to maintain existing mainframe systems and applications.”

The Solution: Modern Day Information Management

The good news is that all of these issues with legacy applications can be solved with the right information management platform like M-Files. This type of solution will almost instantly eliminate the need for specialist skills to “make do” with your legacy apps by providing a common platform for storing and accessing ALL legacy data across your business. M-Files, for example, is designed to act as a way to bring all of your various data repositories together — regardless of what is being stored where and why. It brings together information from network shares, cloud storage and other sources into a system that anyone can access at any time. At that point, it doesn’t actually matter where the data is — so long as you know WHAT it is that you’re looking for, you’ll be more than capable of finding it. But the best part of all is that this type of solution can be presented in a way that maintains familiarity for users — meaning that they don’t have to worry about how difficult it will be to learn a new system just to keep working in the way they’ve always preferred to. From their point of view, nothing really “changes” beyond the fact that it’s now easier and faster to find the information they need when they need it the most. This brings with it the added benefit of allowing your information management platform to act as a useful source of historical data, all of which can be mined for critical business insights using the analytical engine of your choosing. This can help you uncover trends and patterns that otherwise would have gone undiscovered, finally allow your data to push your business forward rather than allowing it to hold you back. Of course, the benefits of moving away from those legacy applications and towards a more modern solution like an intelligent information management platform aren’t exclusively internal. By allowing your information management solution like M-Files to integrate with your front office systems so that current and historical data can be accessed quickly, you’re allowing your people to respond far faster to customer issues as well. This brings with it perhaps the most important benefit of all: you get to create a more seamless (not to mention higher quality) experience for your customers by improving the quality of work that you’re able to do for them across the board. Source: https://resources.m-files.com/blog/the-best-way-to-solve-information-management-problems-of-legacy-applications

4 Avoidable Stresses of Working with Business Documents

The following article is a guest post by Wendy Seykens, Marketing and Communications Coordinator with M-Files partner BMconsultants.

This year has become the year of virtual meetings — where we all convene together to discuss business. An hour here, half an hour there. Sounds familiar, right? These meetings are a source of the occasional funny moment…

“Oh wait, my microphone was still muted.”

“I’m having connection problems.” (Sounding like a garbled, drive-through speaker.)

“Please excuse my 5-year-old’s temper tantrum.”

But put all of these light moments aside, the advent of remote work (and how that carries into an abundance of virtual meetings) has led to many inefficiencies and, frankly, unnecessary stress in working with business documents.

The following document mismanagement moments are all too common sources of stress for knowledge workers — and they’re avoidable, too. Check out these situations that many have surely found themselves in.

1 | It’s Challenging to Search and Find the Right Documents

During a strategy meeting on Microsoft Teams, you’re looking for the latest version of an agenda made by a colleague.

“Wait a minute, I think this is it! Do you see it? Oh. This is not the latest version? Okay, what about this one?”

It’s so frustrating and time-consuming to constantly search for the right information.

2 | Sharing Documents and Comments in the Chat Window can Prove Troublesome

You send the link to a document in the chat window. Later, multiple links are shared back and forth, and multiple comments are made in the chat.

Note to self: Don’t forget which is the link to the latest version and don’t miss those comments that pertain to your work.

Two days and three projects later… You’ve forgotten which chat the links were in, which link is the most current and which comments you need to pay attention to. So, you reread the whole chat log all over again, like a bad novel.

3 | It’s a Secure Work Environment, Right?

“Hello, everyone. This meeting is being recorded. Did you adjust the cost breakdown? And did you also make sure that the associated contracts are changed? Oh. You’ve already sent the documents in the chat? Thank you very much.”

And then you think to yourself… Is this actually a safe way to share sensitive information and files? Have we checked this with IT?

4 | Which Device is that Document on, Again?

Just before a meeting, you look for a document, so that you can discuss it.

“It really should be on my laptop.” Searching, searching, searching. No luck.

“Didn’t I have it on the desktop in my home office?” Nope.

“Wait, no. It was on my iPad. Let me email it to myself.” Still waiting. Ah, there it is.

Fifteen minutes later than planned, you finally join the online meeting with the right document.

A Simple Solution: M-Files Intelligent Information Management

Have these situations happened to you? And now that you’re aware of these situations, think about how much time is wasted searching and, above all, finding the right documents. Five minutes here. Ten minutes there. All of it adds up. In fact, Gartner says that professionals spend 50% of their time searching for information, and on average, take 18 minutes to locate each document.

How nice would it be if you could search and find all of your work files in one central system? What if it no longer mattered where a file is? What if you could you search across the entire information ecosystem with the help of metadata? What if that central system was integrated with, for example, Microsoft Office 365 and Teams?

There must be an easy solution for that. Yes, there is. With M-Files, these stressful, annoying moments are forever a thing of the past. M-Files is a unique intelligent information management solution that enriches the way businesses secure, process and manage data and content — documents, images, emails, customer information, or other information objects.

M-Files classifies and manages information based on ‘what’ it is, rather than ‘where’ it’s stored. Regardless of whether that information lives in the M-Files platform, or across other systems and repositories, information can be accessed and managed through a single view, without needing an expensive and time-consuming data migration.

M-Files offers connections to network drives, Microsoft and Google apps, as well as major business applications and other document management systems. Ultimately, M-Files lets you fast-track digital business transformation by breaking down silos in separate applications, systems and repositories.

Source: https://resources.m-files.com/blog/4-avoidable-stresses-of-working-with-business-documents

Digital Transformation Begins Where Legacy Software Ends

One of the most important things to understand about a digital transformation is that ultimately, you’re talking about exactly that: a transformation from where you are today to where you hope to be tomorrow. In order to get to that point, companies have to be willing to change. Not just for the sake of it, but because it makes the most sense at this particular moment given everything that you’ve set yourself up to accomplish. Clinging to old ways — or worse, old systems — runs contrary to that goal. It doesn’t just stifle innovation and make progress difficult — in most situations, it makes them largely impossible. As a result, that change often starts with retiring those old legacy systems that are not supporting broader digital transformation initiatives. Indeed, this is one of the biggest hurdles that most digital transformations need to overcome in order to guarantee success and if you’d like that for your own organization, there are a number of important things you’ll need to consider.

A Digital Transformation is a Foundational Transformation

A key concept to understand with regards to digital transformation is that a corporate leadership focused on change is critical to what is about to happen. Leadership should be at the forefront of bringing in new software and new processes, all while taking a cold, hard look at how existing business “best practices” and technology platforms are no longer supporting the overall trajectory of the organization itself. Because of this, organizations need to be willing to adapt their core systems and processes not to where they are, but to where they want to be. A key symptom that the time for this transformation has come takes the form of siloed information and business practices in various departments that ultimately make it difficult for people to communicate and collaborate with one another. If information is trapped in a data silo and is only available to your finance team, for example, all of that insight and information is essentially cut off from other teams who might be able to use it — like sales. This doesn’t just put up a barrier where one doesn’t need to exist — it’s literally making it impossible for people (and their technologies) to talk to one another. Data needs to flow freely not just between departments, but across your entire organization. This is true in terms of human resources, finance, IT and even legal. They can no longer afford to operate in their own distinct “lanes,” never sharing data with one another. There’s no such thing as “departmental data” in a digital transformation. Every last kilobyte of data belongs to your organization as a whole and it needs to be available in the exact same way. Think about this issue within the context of your human resources department, for just one example. Most HR departments manage not only your existing employees, but the teams who are going out to find new ones, too. But if they don’t have access to critical information on things like the total number of workers, positions to be filled, and onboarding documentation, it can create a negative ripple effect across your entire enterprise. At a bare minimum, it makes it difficult to find those ideal candidates because you’re never really sure what you’re supposed to be looking for to begin with. At worst, it can make it difficult to adequately perform things like budgeting, reporting, security, invoicing and even payments.

Evolution Begins Inward

This is all why digital transformation must be seen as so much more than just “throwing on a fresh coat of paint.” Any components that can be moved to new physical or cloud-based infrastructures should be. Any existing code that can be optimized on the backend WITHOUT changing front end behavior or features should be. But no matter what, you need to essentially start over with the idea of what your business is and make sure it properly aligns with what your business CAN be. You must take new business requirements into account when creating your digital transformation plan and build something fresh and new from the ground up. Within the context of a digital transformation, nostalgia is not the asset you think it is. If there is an existing legacy system that is holding you back, and the only argument in favor of keeping it is, “Well, that’s just the way we’ve always done things,” that’s not very compelling. You need to dive deep into your infrastructure, taking a close look at all of your interconnected components, systems, and applications. You need to understand how they all fit together, how they’re all supposed to work together, and how one might be holding the others back. In no uncertain terms: you cannot simply update one problematic component without giving the others a very close look. Again, this is about so much more than just maximizing your IT investment. This is literally about creating a solid foundation that your business can build from to thrive and innovate for the next decade and beyond. Yes, this is going to require a significant change and a lot of effort will be involved. But as the old saying reminds us, “You can’t make an omelet without breaking a few eggs.” That’s why digital transformation begins where legacy software ends — because at some point, you need to break those eggs so that you can move on with the rest of what is to come.

Future-Proof with M-Files

M-Files intelligent information management addresses the problem of disconnected data silos. With the Intelligent Metadata Layer, all of the places where information likes to hide are connected in one, central location. It no longer matters where your files live, but what they actually take center stage and the content of your files is key to digital transformation initiatives. The file name and location become just semantics — as they should be. Source: https://resources.m-files.com/blog/digital-transformation-begins-where-legacy-software-ends