Wholesale

Financial Planner Document Management

Document Management Software – the wholesale perspective

What you need, when you need it

To have all of the information you need, which includes all emails, all electronic documents like, Word, Excel, PDF etc., POD’s and all paperwork at your fingertips within a moment’s notice would be a dream in any busy office.

To then have all the associated business knowledge, like phone numbers, email addresses, status of a delivery or whether that invoice has been approved for payment linked in the same place would be a miracle.

This is your reality when working with M-Files in wholesale, one point of truth for all information and knowledge. No more searching through multiple areas to get tasks done. The productivity gains will be substantial.

The electronic document management solution of the future, here today

Find what you want, by how it was named or where it was stored works fine if you filed it recently and have a great memory.

Once you get into a typical office environment where there are multiple staff and multiple opinions on where and how something should be stored is where the trouble begins.

What if you could find what you want based on what it is and simply put in a word or two to get what you need instantly? This is the premise behind our meta data driven database.

It doesn’t matter how good a system framework is, it’s success comes through the implementation, customisation and training.

As productivity consultants specialising in information management software and backed by over 20 years in the wholesale industry we will ensure you get the results you desire from day one. You can be up and running within weeks of placing your order.

why-m-files

Why M-Files?

M-Files is a country mile ahead of anything else we have seen in the market place. It has an extensive and completely customisable feature set.

M-Files is created uniquely for each wholesale company we work with, each of the document types, document names etc. can be named using your existing naming conventions or be automatically named according to your requirements.

It is incredibly easy to use as it looks and feels like your existing Windows Explorer structure so there is only a small learning curve. Whether deployed as M-Files on the Cloud or locally hosted on your server. It is also at the cheapest price point. Typically, businesses see return on investment within 90 days.

Unlike buying a new photocopier that is more or less the same as the last one, M-Files will dramatically increase your productivity and profitability.

Click on one of the buttons below to get a free trial or an instant quote. We are 100% confident that you will be impressed with the small outlay and ease of use.

Our Document Management System is trusted by our clients

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Testimonial by  from
Jemma O'Neill Cradle Coast Authority

Karen is so awesome! She has inspired me to create an AMAZING M-Files.

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