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M-Files News: How to be a Successful Consulting Firm Professional in a Project-Based Business

Garrett Hollander

By far, the most successful consulting companies are doing more than just operating at high efficiency. They’re actually well-oiled machines, working via a thoughtfully designed infrastructure that allows them to deliver on projects AND engagem...
- 9 Sep 2020

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New Case Study: With the help of M-Files, Valeo Financial Advisors was able to standardize client deliverables and maximize collaboration

Heidi Immonen-Isomäki

Located in Carmel, Indiana, Valeo focuses on its clients’ entire financial picture including insurance, taxes, cash flow, educational funding, retirement, and estate planning, providing peace of mind that can only come from knowing all asp...
- 9 Aug 2023