Maximize Research with DMS & Workflow Automation

Revolutionize information management with the leading Knowledge Work Automation Platform. Automate workflows, instantly find and organize client files, strengthen security and compliance, and leverage M-Files GenAI—all in a scalable solution.

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Unlock Profit and Growth while Reducing Risk

Improve productivity, quality and profitability of research with better document management.

Automate
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Automate Documentation of SOPs and CAPAs

  • Automate SOPs and resolve CAPAs efficiently through programmed workflows and alerts that provide visibility to deviations from standards
  • Meet schedule milestones in conformance with SOPs through review workflows, timelines, reminders, and notifications of delays
  • Control quality with workflows, security controls, records management, and approvals automatically implementing your policies
  • Increase growth capacity by automating routine tasks so your firm can handle more studies without staff additions
  • Improve research associate recruitment and retention by equipping them with tools that reduce their administrative tasks and create more time for science
  • Accelerate staff onboarding through templates and workflows that enable them to quickly execute SOPs and handle CAPAs
Compliance
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Reduce Business Risk by Ensuring Compliance

  • Ensure content security by making documents and data sets available to the right people no matter where or by whom they are stored
  • Improve blinding by ensuring that users have zero data visibility unless and until they are identified as approved for access
  • Provide evidence of operational oversight that inspires confidence in sponsors and meets regulatory requirements
  • Maintain conformance with regulatory requirements through automated SOP execution
  • Streamline audits by showing SOP and CAPA controls and record-level tracking of how and when data was generated, approved, and accessed
Tracking
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Streamline Information Management in Scientific Research

  • Enhance researcher productivity by streamlining complex documentation tasks, allowing more focus on actual research.
  • Ensure document accuracy through consistent application of master data and alerts that flag missing or outdated information.
  • Maximize CRM value by making critical research documents easily accessible through primary operational interfaces.
  • Improve client acquisition by leveraging past research insights to strengthen proposals and enhance future collaborations.
Collaboration
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Strengthen Sponsor Relationships Through Collaborative Workspaces

  • Centralize sponsor communications, including inputs, outputs, reviews, and collaborations in a single, secure workspace per project
  • Ensure regulatory conformance by tracking when physicians at investigative sites receive, open, and act on critical communications
  • Avoid project delays through sponsor workflows, alerts on open tasks, and the ability to collaborate on information in real time
  • Avoid losing clinical data that might be overlooked by ensuring version status is not incorrectly coded or miscommunicated
  • Track information exchange between investigative sites and sponsors, including acknowledgement of receipt

Work Smarter with M-Files

Eliminate Information & Document Chaos

Centralize study files, regulatory submissions, and research data for seamless document management across all research phases.

Automate Processes

Enhance efficiency and accuracy with automated workflows for protocol development, site communications, approvals, and compliance tracking.

Improve Quality & Consistency

Maintain data integrity and regulatory compliance with standardized templates, version control, and automated approvals.

The M-Files Impact

Up to 294% return on investment with low cost of initial entry and fast time to value.

Satisfy and Retain Sponsors

Through faster project delivery, more informed trial status, and greater responsiveness to inquiries.

Reduce Business Risks

Through workflows that automatically comply with regulatory and sponsor requirements and permission-based access that prevents data leaks.

Upgrade Quality

And continuously improve SOPs while tightening CAPA resolution through automated workflows and alerts.

Keep Employees Happy

By making routine work less taxing and creating a more fluid work-from-anywhere experience.

Create Growth Capacity

By enabling research associates and project managers to manage more projects without adding staff through automation.

Improve Profitability

When research staff and project managers are more efficient in everyday work.

See M-Files in Action Now

Watch our interactive demo. No wait. No scheduling.

Start exploring our AI-powered document management system with a demo tailored to your industry.

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Already Using Microsoft 365? Let's Make It Work Harder for You.

M-Files delivers pre-built solutions for industries where efficient processes are critical and compliance isn't optional. See how M-Files helps securely organize content, automate workflows, and unlock greater AI value from Microsoft 365.

Learn More About M-Files & Microsoft 365

See How The Most Effective Organizations Leverage M-Files

Fingrid

Fingrid uses M-Files for centralized information management, easier collaboration and document versioning control. Learn more.

Learn More

Manzil Healthcare Services

Discover how Manzil Healthcare Services partners with M-Files to streamline patient record management and improve staff productivity.

Learn More

The Smarter Way to Work with Automation and AI

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Industry Use Cases

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Risk & Compliance Management

  • Ensure research data confidentiality and eliminate conflict of interest.
  • Manage risk and enforce regulatory compliance.
Learn About Risk & Compliance
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Quality Management

  • Improve quality control and minimize rework.
  • Streamline audits with automated evidence from version control and audit trails.
Learn About Quality Management
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Project Information Management

  • Organize information and improve document management.
  • Guide processes based on research and project needs.
Learn About Project Management