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Our Solutions

Industry Solutions

Accountancy

Optimize your accounting practice with Doxxi’s streamlined document management, ensuring secure access to the right client files, tax returns, and financial documents at the right time.

Healthcare

Ensure compliance with streamlined record management, intelligent patient search , guaranteeing secure access to the right medical records, treatment plans, and healthcare documents at the right time.

Real Estate

Optimize property management with streamlined lease tracking and intelligent tenant search, ensuring secure access to the right leases, tenant records and property documents at the right time.

HRM

Streamline the onboarding process and the employee management with an automated approval workflow that ensures the right documents, and training materials at the right time.

Challenges

M-Files select the right edition

Document Management

Eliminate duplicate files, prevent lost documents, and streamline search capabilities with automated version control, ensuring secure access to the right information at the right time.

Workflow & Permission Automation

Increase efficiency and reduce errors with automated workflows and permission management, ensuring tasks are routed correctly and sensitive information is accessed only by authorized personnel.

Collaboration & Communication

Boost productivity and teamwork with unified communication channels, improved document sharing and version control, and seamless collaboration across teams and locations.

CRM/ERP

Project Management

Stay on top of your projects with intelligent information management. Centralize project documents, streamline communication, and automate task assignments for seamless project execution.

Financial Management

Manage budgets, costs, and invoicing accurately for maximum profitability by streamlining financial processes, improving transparency, and ensuring precise tracking of expenses and revenue.

Resource Management

 Optimize capacity and availability by streamlining resource allocation, improving visibility into team workloads, and ensuring the right people are assigned to the right tasks at the right time.

 

Digital signing
Accelerate approvals and improve compliance with secure digital signatures and intelligent document tracking that allow you to access signed contracts, agreements, and authorization forms at the right time.

Contract Management

Manage contracts efficiently from creation to renewal. Automate approval workflows, monitor key milestones, and reduce risks with comprehensive reporting and compliance features.

Artificial Intelligence (AI)

Leverage the power of AI with automated data classification, intelligent content recommendations, and advanced analytics,  which drive smarter decision-making.

Section Title

M-Files Named Winner

M-Files was recognized for its innovations to the M-Files metadata-driven document management platform, including M-Files Smart Migration, which delivers superior AI capabilities to enable a more...

M-Files Recognized by Gartner® Peer Insights™

M-Files, a global leader in information management, announced today that the company has been recognized by customers on Gartner Peer Insightsâ„¢ as a Strong Performer in the June 2023 Gartner Peer...

Transform your business processes for a more efficient future

In today’s rapidly evolving digital landscape, many businesses still find themselves grappling with outdated paper-based systems—a real surprise in our high-tech era. In this personal note, I delve...

Merry Christmas and Happy New-Year

As the festive season envelops us in its warm embrace, we at SoftAdvice pause to reflect on the year gone by. It's a time of joy, a time of reflection, and a time of anticipation for what 2024 holds...

M-Files & Penneo Integration

SoftAdvice, a trusted leader in software solutions, proudly presents the seamless integration of two industry-leading platforms: M-Files and Penneo. This groundbreaking collaboration brings...

What is a document management system (DMS)

Imagine a world where finding a document is as easy as snapping your fingers. That’s the magic of Document Management! Picture...

M-Files – November 2023 Update

M-Files today announced it has been named a Strong Performer in The Forrester Waveâ„¢: Content Platforms, Q1 2023 report. The technology platform received the highest scores possible in both metadata...

M-Files – October 2023 Update

M-Files today announced it has been named a Strong Performer in The Forrester Waveâ„¢: Content Platforms, Q1 2023 report. The technology platform received the highest scores possible in both metadata...

Nucleus Research Matrix

M-Files was praised by Nucleus for its embedded use of artificial intelligence and machine learning to instantly find information across platforms and data repositories and enforce information...

M-Files recognized by TrustRadius

M-Files, a global leader in information management, today announced that TrustRadius has recognized the company with both a 2022 Best Feature Set and a 2022 Best Relationship Award in document...

Section Title

M-Files Named Winner

M-Files was recognized for its innovations to the M-Files metadata-driven document management platform, including M-Files Smart Migration, which delivers superior AI capabilities to enable a more...

M-Files Recognized by Gartner® Peer Insights™

M-Files, a global leader in information management, announced today that the company has been recognized by customers on Gartner Peer Insightsâ„¢ as a Strong Performer in the June 2023 Gartner Peer...

Transform your business processes for a more efficient future

In today’s rapidly evolving digital landscape, many businesses still find themselves grappling with outdated paper-based systems—a real surprise in our high-tech era. In this personal note, I delve...

Merry Christmas and Happy New-Year

As the festive season envelops us in its warm embrace, we at SoftAdvice pause to reflect on the year gone by. It's a time of joy, a time of reflection, and a time of anticipation for what 2024 holds...

M-Files & Penneo Integration

SoftAdvice, a trusted leader in software solutions, proudly presents the seamless integration of two industry-leading platforms: M-Files and Penneo. This groundbreaking collaboration brings...

What is a document management system (DMS)

Imagine a world where finding a document is as easy as snapping your fingers. That’s the magic of Document Management! Picture...

M-Files – November 2023 Update

M-Files today announced it has been named a Strong Performer in The Forrester Waveâ„¢: Content Platforms, Q1 2023 report. The technology platform received the highest scores possible in both metadata...

M-Files – October 2023 Update

M-Files today announced it has been named a Strong Performer in The Forrester Waveâ„¢: Content Platforms, Q1 2023 report. The technology platform received the highest scores possible in both metadata...

Nucleus Research Matrix

M-Files was praised by Nucleus for its embedded use of artificial intelligence and machine learning to instantly find information across platforms and data repositories and enforce information...

M-Files recognized by TrustRadius

M-Files, a global leader in information management, today announced that TrustRadius has recognized the company with both a 2022 Best Feature Set and a 2022 Best Relationship Award in document...