Content Service Platform
Whatever your business process, Upstream can help streamline it with automated M-Files Workflows.
How To File and Manage Your Documents Electronically
A leading SaaS provider of intelligent information management (IIM) solution. M-Files is a cloud document management that delivers a simple, unified experience to intelligently find, file, access and manage documents and information from any system, without disturbing people or processes.
Experience true Enterprise Search to find and edit electronic documents, files and information across all of your systems immediately – even on your mobile device. Access the system and edit a project plan in your network files, view agreements or see everything related to a customer in other systems (ERP, CRM, etc) without having to migrate anything.
The Smarter Way to Work
M-Files is revolutionizing the way knowledge workers perform by automating processes—from document creation and management to workflow automation, external collaboration, enterprise search, security, and compliance and providing industry leading GenAI, M-Files Aino.
Features
Organize your document with metadata
Search for information, documents and files in any systems or repositories
Make information relevant and visible with Built-in and Personal views
Access the right content anytime and anywhere, with any device
Securely share and collaborate both internally and externally
Benefits
Eliminate Information Chaos
Organise documents so knowledge workers can easily find and use them in the proper business context.
Improve Process Efficiency and Accuracy
Automate document-centric workflows from creation to collaboration to approval.
Reduce Business Risk
Automate document access rules, securely share and collaborate externally, and create a comprehensive audit trail.
How M-Files Solves Challenges
CHALLENGE 1 – TRYING TO FIND THE RIGHT INFORMATION CREATES FRUSTRATION AND WASTE
- Saving documents involves decisions on file naming, versions, folder locations and access rights.
- Companies also have multiple systems for documents, adding another layer of complexity.
- As a result, knowledge workers waste hours every day trying to find the right information.
SOLUTION 1 – ELIMINATE INFORMATION CHAOS WITH THE AUTOMATED ORGANIZATION OF DOCUMENTS
- Make document filing easy by automating the decisions on naming, context, and access.
- Unify visibility and access to enterprise data by connecting to other repositories and systems.
- Enterprise search and contextual views help knowledge workers instantly find what they need.
CHALLENGE 2 – SLOW AND ERROR PRONE MANUAL PROCESSES HINDER BUSINESS PERFORMANCE
- Most processes from document creation to collaboration and approval are manual.
- People re-invent the wheel; balls get dropped and overall performance is hindered.
- Interacting with customers and other external stakeholders is cumbersome.
SOLUTION 2 – IMPROVE PROCESS EFFICIENCY AND ACCURACY WITH AUTOMATED WORKFLOWS.
- Automate end-to-end document workflows to increase productivity.
- Use templates, assignments, and notifications to assist and guide knowledge workers.
- Integrate external collaboration as a natural part of your workflows.
CHALLENGE 3 – A SECURITY AND COMPLIANCE MEASURES RELY TOO HEAVILY ON INDIVIDUAL DILIGENCE
- Automate permissions based on document type, client, project, or any other business criteria.
- Include compliance controls as part of daily workflows with automated audit trails
- Retain documents in the central access control, regardless of where they are being used from.
SOLUTION 3 – REDUCE BUSINESS RISK WITH AUTOMATED SECURITY AND COMPLIANCE.
- Automate end-to-end document workflows to increase productivity.
- Use templates, assignments, and notifications to assist and guide knowledge workers.
- Integrate external collaboration as a natural part of your workflows.