Information and documents play a crucial role in the provision of these services. Sigurd Felix, IT manager at CROP, explains in this article how M-Files makes information and documents secure and findable, allows departments to collaborate optimally and provides every file with a 360-degree customer view.

The importance of documents

Documents are the beating heart of every professional service provider and this is also true for CROP, says Sigurd Felix, IT manager on duty: "Our processes, such as audit work and financial analyses, are highly dependent on reliable information. These documents range from substantiation and evidence to the tangible output of our advice and services."

And this is where the challenge began, Felix continues, "Documents were scattered across traditional network drives, making them hard to find, often stored in duplicate and also difficult to search. There was no efficient version control and collaboration between departments was, in short, challenging."

CROP wants to move forward and chose to change for that reason. "The main goal was to facilitate mutual collaboration by making documents accessible to everyone, based on roles and authority, anywhere and on any device." explains Felix. But how could this be achieved?

A smart platform offers a solution

Following a thorough evaluation of various document management solutions, M-Files emerged as the best choice. When asked what sets M-Files apart from the rest, the IT manager replied: “It lies in M-Files’ core philosophy, with the focus on document usage rather than simply storage. M-Files makes clever use of metadata, allowing the system’s structure to be seamlessly tailored to our business processes. M-Files adapts to the way we work, not the other way round.”

In figures, CROP has decommissioned several systems, saving costs and drastically reducing the complexity of the IT environment. This was not even the main goal: "Reducing our application landscape is a nice result, but the real improvement is in the multiple angles to information." Felix makes a nice comparison: "Whether you search for a document via an employee, customer, project or file, you always end up with the right AND the latest version. Thanks to those multiple angles, M-Files is like a Netflix for documents and information."

Felix is not the only one who is happy: "What employees appreciate most about M-Files is the easy access to documents, transparent status updates, clear version control and the complete picture created of the customer in one central place."

"The complete customer view that M-Files enables has an immediate positive effect on our services."

A partner who gets everything out of M-Files

GeONE played a crucial role in realising the full potential of M-Files, says Felix. “Their pragmatic approach, with short sprints and quick results, exceeded our expectations. GeONE’s expertise in M-Files implementations ”It was evident right from the start, and their dedication to us as customers made all the difference."

With M-Files as their solution and GeONE as their digital partner, CROP Accountants has embarked on a journey from traditional document management to a future full of efficiency, optimal collaboration and a complete client view. The change is tangible and the results are significant. CROP is ready for the digital future.

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