Case studies of M-files implementations

1. Case studies

2. Case Management Application Manage Casework with flow of work through different steps with set of service levels to comply with Key Features controlled workflow steps assignment of responsibilities notification of changes reporting against service level compliance Benefits all information about case in one place accountability for each workflow stage tracking of each step of casework and progress visibility of potential service level breaches

3. Youth Development Program Manage student information; course selection and progress of each student on program Key Features easy access to all information related to student all student documents and correspondence in one place structured progress evaluation regular reviews Benefits student records in safe keeping all student interaction recorded full tracking of student progress

4. E-mail & document archive Application professional accountancy practice with multiple staff manage emails and client documents Key Features emails files by client and professional service files integration with professional services software package all documents not part of professional services software in one place Benefits mail accessible to all easy access to all client documents reduced reliance on paper handling

5. Claim Management Application Specialist insurance repair contractor manage insurance repair claims with service levels Key Features customers with different service level agreement reporting requirements repair claim management with workflow and service delivery targets history of all policyholder interaction different templates for standardised documents per customer Benefits flexibility to rapidly respond to individual customer requirements service level compliance reporting easy search for claim status and history

6. ISO Compliance Application implementation and documentation of Software Asset Management ISO 17001 compliance Key Features alignment with ISO standard for compliance evidence of compliance per iso standard history of changes and updates set interval times for reviews Benefits control that all the required compliance steps have been completed evidence of compliance confirmation that reviews have taken place

7. contact management Application Managing contact interaction for sales and marketing Key Features allocating contacts to campaigns and recording campaign results lead followup tracking with workflow and action dates documents and notes of all contact interaction remote access for outsourced marketing administration acquisition of new contacts from various sources integration with e-mail communication using standard personalised emails to contacts Benefits consolidation of all interaction with contacts clearly defined and managed leads tracking process easy update of information from various sources

8. project control Application Managing all documents, emails and communication with customers and the projects associated with the customers. Features filing all documents, emails, contracts, and project files scanning of paper documents and filing on projects easy access to documents for re-use use of standard contract and project documents with templates version control on specification changes Benefits easy access to all related documents re-use of documents for different projects tracking of project progress and completion of units

9. quotation management Application Automating and accelerating complex quotation system with large number of parameters Key Features standardise the collection and recording of all the quotation parameters no duplication of entry all related files kept in one place integration with advanced excel tools to integrate information recorded with actual price calculation and production of quote Benefits significant reduction in time required to produce quote reduced error rate more time available for customer interaction and follow through

10. property management Application manage a number of rental properties with multiple rooms; allocating tenants, managing agreements; tracking repairs Key Features flexibility to record and track different details for each property all invoices, documents, emails and other related files kept together for each property tracking rental renewal dates; guarantees and expire dates automated agreements, notices and other standard documents with templates Benefits all related information for a property maintained in one place tracking of key dates and warning of upcoming events