Customer Information Management

Win new customers and deliver on promises with a holistic view of customers, processes, products and services. Integrate your enterprise master data and drive collaborative business processes efficiently. Exchange information with your customers securely and automate compliance.

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50%

improvement in ease of document
creation by M-Files customers
using templates.

88%

of all data breaches are caused
by human error, highlighting the importance of data security.

65%

of workers reported being less
stressed thanks to work tasks
being automated, reducing manual processes.

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Challenges: Customer information is scattered across systems

Efficient management of customer relationship, related information and processes is key to any business. Very often, however, the information is scattered across systems, teams and departments, making it difficult to get the big picture and keep track of promises.

Managing customer information is complex

Customer related information gets created and stored in multiple places like CRM, ERP, document repositories, email and messaging applications. Getting a complete picture of a customer's situation is difficult or impossible.

Information exchange and collaboration is cumbersome

Organizational and system boundaries lead people to use miscellaneous sharing and collaboration tools increasing information sprawl, version control issues and the risk of data leaks.

Visibility on promises and delivery is limited

The people responsible for delivering might be missing important details agreed with the customer. Equally, the customer facing people may have a hard time knowing the delivery status and details.

Security & compliance relies on employee diligence

Most information systems require staff to manually define document permissions and perform various tasks related to compliance, wasting time and increasing risk of non-compliance.

Solution: Build a 360-degree view to customer information management

Integrate to relevant enterprise information systems to build a 360-degree view of your customer information. Automate processes related to sales and delivery and make information discovery effortless. Ensure secure exchange of information and bulletproof compliance.

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Win and manage customers

Create a 360-degree customer view by integrating to essential systems and automatically organizing customer information and related processes.

Collaborate with confidence

Extend your information systems to cover secure external collaboration with built in permissions, audit trails and version control end-to-end.

Deliver on customer promises

Guide customer engagement delivery and order fulfillment with automated workflows coupled with relevant information needed at each step.

Automate compliance

Free time and reduce stress by embedding security and compliance controls into your automated workflows.

Solutions for Your Industry

Customer order management in manufacturing

Companies in manufacturing sell products of varying complexity with different time spans of delivery and life cycle. Regardless of the type of the product, the ability to track what has been sold to whom and the status of the delivery are crucial. The more complex the product, the more documentation is related to the customer order, to the manufacturing process and the logistics of delivering the product. All this forms a pool of information that becomes critical when the same customer orders again, there is an issue with the delivered products or there's a need for spare parts or maintenance services.

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Client information management in advisory services

Advisory firms typically form long-term relationships with their clients and accumulate a lot of confidential information. At the same time, their advice and the working materials produced while creating the advice are the core intellectual property of the firm. All this information needs to be carefully protected, starting from new client onboarding to electronic exchanging of documents and regulatory records retention. And all this should be automated to the fullest extent possible, to free advisors to spend most of their time with clients and to reduce the risk of non-compliance from human error.

Customer Case Studies

More than 5,000 companies rely on M-Files to manage their documents every day.

Valeo Financial Advisors

  • Valeo Financial Advisors partnered with M-Files for more efficient document management.
  • Around 90 minutes per week saved in document search with improved client collaboration.
  • M-Files ensured that Valeo spent less time on manual tasks and more time with their clients.
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VDA

  • VDA, a leading elevator and escalator consulting firm, wanted a streamlined documents system.
  • M-Files' custom information solution resulted in a 50% reduction in survey to report issue turnaround time.
  • VDA saved over $75,000 worth of man hours in the first year and hundreds of thousands since.
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FVCbank

  • FVCbank partnered with M-Files to address complex document storage needs.
  • M-Files end-to-end document management platform allowed FVCbank to automate manual workflows.
  • Customers and auditors now have instant access to loan files from any device.
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