M-Pulse Customer Newsletter | September 2024

M-Pulse Customer Newsletter | September 2024

This month is packed with exciting updates, including the release of the new M-Files Desktop Client, designed to provide a seamless and unified experience across all platforms. We’re also introducing M-Files for Outlook Pro, which automates email filing to enhance compliance and knowledge retention. Stay informed with key product updates, customer success stories, and insightful webinars to help you maximize your digital workspace and knowledge automation. Don't miss out on upcoming events, where we’ll showcase the power of automation and AI. Dive in and explore how M-Files can keep your organization ahead of the curve!

Important Updates

Releasing October 23rd 2024! M-Files' New Desktop Client: A unified experience for digital workspaces

Experience unmatched consistency and efficiency with the new M-Files Desktop client built on modern technologies and has a fresh look and feel.  Engineered to harmonize with M-Files' web interface, the modernized Desktop client ensures users enjoy a uniform experience across all platforms. All functionalities and the user interface are from the web client, but on top of that we also have the benefits of a desktop application. Arrow right️ Read more 

Now Available! M-Files for Outlook Pro: Boost the efficiency and accuracy of your filing process

If you're spending a lot of time filing emails, M-Files for Outlook Pro can greatly improve both the efficiency and accuracy of the filing process! M-Files for Outlook Pro automates filing of correspondence and other important emails for regulatory compliance and knowledge retention. Automation saves time from knowledge workers and ensures accuracy of records. The automation rules are easy to configure, and visual indicators show which emails are filed. Arrow right Read More 

Change in our technical support beginning October 1st, 2024

To provide you a better and more efficient way to submit your support tickets, we will manage all new tickets via the M-Files Support Portal. This means we will discontinue the option to open technical support cases via email requests after October 1st, 2024. Arrow right️ Read more

Webinars 

M-Files' New Desktop Client: A unified experience for your digital workspace

Wednesday, October 23rd, 10:00 AM CDT
Thursday, October 24th, 12:00 PM GMT

Join us for a deep dive into the New Design Identity, built on modern technologies and has a fresh look and feel. Discover how we are creating exceptional products by placing design at the core of development. 

Arrow right Register now 

M-Files & Microsoft: Unlocking the Future with M-Files Cloud – Benefits, Services, and AI Insights

Tuesday, October 8th, 11:00 GMT
Wednesday, October 9th, 10:00 AM CDT

Is your company using on-premises or hybrid deployments? Join us for a crucial webinar on why a cloud-first strategy is vital for your business's success. Learn how migrating to M-Files Cloud can future-proof your operations, ensuring you stay competitive in today’s fast-paced environment. A Microsoft expert will share their insights on how they support global SaaS solution vendors – such as M-Files – and their customers in scaling globally and driving innovation with Microsoft Azure. 
Arrow right Register now 

Customer Success Stories

PKF Francis Clark (video)

Accounting | United Kingdom

In this video, Adrian Logan from PKF Francis Clark tells how M-Files has had a positive impact on the business. By centralizing content in one place and maintaining a reliable version history, M-Files has proven invaluable, streamlining operations and ensuring data integrity. Arrow right Watch now 

Hafslund Celsio

Energy and Utilities | Norway

The successful integration of M-Files with existing systems has streamlined Hafslund Celsio’s administrative processes and enhanced collaboration and data security across the organization. Arrow right Read more 

LVI-Pitkälä (Finnish)

Building technology services | Finland
M-Files improved the information and document management of LVI-Pitkälä's customer projects, unifying and freeing up time for project management. Arrow right Read more 

Help us improve our ranking on Gartner Peer Insights and get $25 gift card

Help us improve our ranking with your feedback by reviewing M-Files on Gartner Peer Insights. You'll receive a $25 gift card or donate it to charity. Arrow right️ Review M-Files on Gartner Peer Insights

*Gartner Peer Insights is an online platform for reviews and ratings of IT software and services. It helps business and IT leaders make more insightful purchase decisions and help technology providers improve our products by receiving objective unbiased feedback from our customers. Gartner has started their initial research process for a new Magic Quadrant and Critical Capabilities for Document Management, and M-Files has been initially selected for review! Gartner analysts will leverage relevant Gartner Peer Insights reviews.

M-Files in the News

M-Files Named a Leader in 2024 IDC MarketScape Worldwide Intelligent Content Services Report

M-Files, the leader in knowledge work automation, has been named a Leader in the 2024 IDC MarketScape Worldwide Intelligent Content Services Report. The report provides a thorough evaluation of M-Files’ strategy and capabilities, positioning the company in the Leaders Category based on its strengths.  With our cutting-edge GenAI technology, intelligent automation, and deep integration with Microsoft 365, the M-Files knowledge work automation platform helps organizations enhance productivity, efficiency, and business outcomes.

Arrow right Read the full press release 

M-Files Releases the First Market Momentum Index: AI and Unstructured Data Management

M-Files has released a new report in North America, "Market Momentum Index: AI and Unstructured Data Management." Published by Deep Analysis with support from AIIM and M-Files, the report reveals the state of organizational readiness for AI adoption and the key barriers preventing enterprises from fully capitalizing on AI’s potential: security, access compliance, and performance and accuracy.

Arrow right️ Read the full press release

Knowledge Work Automation

Unlocking Efficiency: The Inevitable Rise of Knowledge Work Automation

This presentation by Cheryl McKinnon    Principal Analyst at global independent research and advisory firm, Forrester Research –  highlights the trends shaping content management in 2024 and presents key findings from recent commissioned research on the state of maturity for knowledge work automation and document management systems. Arrow right️ Watch it here

Market Momentum Index: AI and Unstructured Data Management

This report, conducted by Deep Analysis with support from AIIM and M-Files, surveyed 500 enterprises across various industries to assess their readiness to employ AI. The results reveal that AI is already far more embedded into the operations of organizations than was previously realized. Read the findings and more insights. Arrow right️ Get the report

M-Files September Product Updates

M-Files Web: Context menu update. Some menu items now have an icon next to the text (e.g. Check out, Follow, Make Copy, Delete), menu options are now grouped according to their purpose, and sub menus are possible.

M-Files Web: UI Extension support. This first iteration of UI Extension support will, for example, make it possible for the most popular Compliance Kit modules to be also used in M-Files Web (launched in October).

M-Files Aino: External repository indexing improvements. Now only new and changed objects are run through the indexer.

M-Files Hubshare: New Series mode added to the widget charts with Bar, Line and Radar charts. Annotations made on documents in Hubshare are saved as Annotation objects in M-Files. File extensions displayed in M-Files listing widgets.

Arrow right Read the full product update

Tips of the Month

How to Avoid Creating Duplicate Content in M-Files

M-Files automatically detects if there are documents with identical file contents in a vault, and shows the file content matches for existing and new documents. Arrow right Learn how

How to Co-Author Documents with Office 365

With the co-authoring features of M-Files, several users can edit a document at the same time. Arrow right Learn how

Introduction to M-Files Hubshare

Learn how you can share information and collaborate with internal and external stakeholders and partners. Arrow right Watch video

Share with your network!

M-Files 30-Day Free Trial Experience

We've just launched a brand-new M-Files free trial experience, and we'd love your help to spread the word! The new trial is a cloud experience that takes users on a guided tour of key M-Files functionality, including a sneak peek at our new GenAI tool, M-Files Aino. The trial is now available to access from our website - please feel free to share the link with any colleagues, friends and peers who are not currently using M-Files and could benefit from automating their knowledge work! Arrow right Read more

Upcoming Events

Arma-Infocon 2024, Houston, TX

October 14-16th

Revolutionizing Records Management with Knowledge Work Automation
Dive into a powerful, real-world case story showcasing how Harvest Midstream has successfully revolutionized their records management through cutting-edge knowledge work automation platform. This session isn’t just theory—it’s a panel with live demonstration of the tangible impact that technology can have. Witness firsthand how M-Files can transform compliance, boost efficiency, and drive real results for your organization. Arrow right Register now

Speakers:

Jennifer Albanese - IT Manager - Operations & Governance - Harvest Midstream
Meredith Duggar - IT Systems Analyst - Harvest Midstream
John Edwards - Sales Engineer - M-Files 

KMWorld Conference 2024, Washington D.C.

Wednesday, November 20th | 9:30 - 9:45 a.m. EDT

Keynote: Leveraging Automation & AI for Productivity

Speakers discuss how organizations can gain a strategic, competitive advantage by leveraging knowledge work automation. They share actionable insights on harnessing the power of automation and AI to eliminate information chaos, improve productivity, and reduce business risk to enable knowledge workers to thrive. Arrow right Register now

Speakers:

Devan Dewey, Principal, Chief Technology Officer, NEPC, LLC

Laura Carson, CMO, M-Files

Tivi CIO 2024

October 2nd
Scandic Hub, Helsinki

M-Files is one of the partners at this year's Tivi CIO event, the most important meeting place of the year for IT management. During the day, we will demonstrate how knowledge work automation helps companies in value creation. Arrow right Register now 

Microsoft AI Summit Finland

October 31st | 8:00-18.00 EET
Messukeskus, Helsinki, Finland

The country's largest AI-focused event offers a chance to hear from top speakers, network with industry professionals, and explore the latest AI innovations. The event is free and geared toward business leaders, developers, and IT experts.Arrow right️ Register now

Additional Resources