Resources | M-Files https://www.m-files.com/blog/resources/ We Help Knowledge Workers to Work Smarter Thu, 05 Jun 2025 13:39:50 +0000 en-US hourly 1 https://wordpress.org/?v=6.7.1 https://www.m-files.com/wp-content/uploads/2023/12/cropped-M-files_favicon_50x50-32x32.png Resources | M-Files https://www.m-files.com/blog/resources/ 32 32 Optimize Energy Operations with AI Info Management https://www.m-files.com/resources/ebooks/optimize-energy-operations-with-ai-info-management/ Wed, 21 May 2025 17:42:24 +0000 https://www.m-files.com/resources/uncategorized/client-information-management-delivering-speed-accuracy-and-value-for-insurance-copy/ The post Optimize Energy Operations with AI Info Management appeared first on M-Files.

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METTEN Stein+Design https://www.m-files.com/resources/case-studies/metten-stein-and-design/ Tue, 20 May 2025 07:38:59 +0000 https://www.m-files.com/resources/uncategorized/ttx-copy/ METTEN Stein+Design cut invoice processing time by 90% with M-Files, enhancing efficiency, reducing errors, and enabling remote access to documents.

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METTEN Stein+Design Transforms Invoice Processing with M-Files: From Seven Days to One

Highlights

  • Reduced Processing Time: The processing time for incoming invoices decreased closer to 90% from up to seven days to just one day.
  • Improved Accessibility and Efficiency: Employees now have full access to all commercial documents via the M-Files desktop client or web client for Mac users.
  • Digitalization: Transitioning from manual to digital document handling has led to substantial annual cost savings.
  • Enhanced Accuracy: The automated data capture and integration with the existing ERP system have minimized incorrect entries and improved the accuracy of invoice processing.
Successful,Young,Male,Colleagues,Having,Friendly,Conversation,While,Making,Research
logo_metten

Use Case

Invoice Processing
Quality Management

Industry

Production and Trade

Country

Germany

Company Introduction

METTEN Stein+Design GmbH & Co KG, a family-owned business and innovation leader in German concrete block manufacturing, has been a market presence for over 80 years. Founded in 1938 by two brothers in Bergisch Gladbach, METTEN has focused on developing and patenting special blocks. Today, their products are produced not only in Europe and the United States but also in South Korea, Saudi Arabia, Dubai, and Israel, thanks to a global network of licensees.

Key Challenges Before M-Files

METTEN Stein+Design faced several significant challenges in their document management processes. The company receives an average of 750 invoices per month, with 70% still in paper form. The manual process of viewing, stamping, and sending invoices to the relevant departments for approval could take up to seven days. This often resulted in missed discount periods and a lack of oversight into outstanding items. With the onset of the COVID-19 pandemic, the shift to remote work highlighted the need for electronic document processing. Initially, all incoming invoices had to be sent to accounting staff working from home, which was not feasible in the long term. The manual handling of invoices led to frequent issues with data entry errors and inefficiencies in tracking and processing documents.

"We realized that this approach was unsustainable, and we communicated this to our ERP system provider, OGS," explains Ronny Hilden, who oversees HR, organization, and IT at METTEN Stein+Design.

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The M-Files Solution

To address these challenges, METTEN Stein+Design implemented several solutions with the help of DMSFACTORY. The company introduced the M-Files Knowledge Work Automation system, integrated with their OGSiD ERP system. This was supplemented by DMSFACTORY ContextView for an optimal user experience and DMSFACTORY SmartCapturing for automated data capture. METTEN encouraged its suppliers to send invoices electronically, achieving a 95% compliance rate. This significantly reduced the reliance on paper-based processes. Using SmartCapturing, the data from invoices is regularly read out and subjected to Optical Character Recognition (OCR). If all relevant data is clearly recognizable, the invoice is automatically processed in M-Files. If any information is missing, it is added manually, and the supplier is recreated in OGSiD for future reference.

"Our partnership with DMSFACTORY was excellent. We maintained continuous communication for any necessary adjustments, and any issues were promptly resolved. The live installation ran smoothly and there have been no problems. This approach naturally boosted employee acceptance from the very beginning," Ronny said.

The Results

Processing Time Reduced to One Day While Allowing Working from Anywhere

The implementation of M-Files brought numerous benefits to METTEN Stein+Design. The processing time for incoming invoices decreased from up to seven days to just one day. This improvement allowed the company to take advantage of discount periods and maintain a better oversight of outstanding items. Employees, including those working remotely, now have full access to all commercial documents via the M-Files desktop client or web client for Mac users. This has minimized search times and improved overall efficiency. The company no longer needs to shred and destroy old paper documents annually, resulting in significant cost savings. The automated data capture and integration with the ERP system have minimized incorrect entries and improved the accuracy of invoice processing. In addition to invoices, METTEN now stores incoming supplier bills, outgoing delivery bills, invoices, quotations, and order confirmations in M-Files. The comprehensive knowledge work automation system has streamlined operations across various departments.

"We've reduced the processing time for incoming invoices from as long as seven days to just one day," states Anne Mathiak, Head of Accounting at METTEN Stein+Design.

Future Plans

METTEN Stein+Design continues to expand the use of M-Files. The team is working on keeping certain incoming email orders accessible long-term via M-Files, ensuring important orders remain available and traceable for years. Additionally, the company plans to process goods invoices with purchase order references in the new system, further enhancing efficiency and accuracy.

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"Our partnership with DMSFACTORY was excellent. We maintained continuous communication for any necessary adjustments, and any issues were promptly resolved. The live installation ran smoothly and there have been no problems. This approach naturally boosted employee acceptance from the very beginning."

Ronny Hilden, METTEN Stein+Design

Partner

DMSFACTORY

Digitalization and technological progress are transforming the world in which we live and work. Our mission is to help companies take advantage of this development. As a reliable partner, we help our customers to digitize paper-based processes within the company so that they can work more flexibly, efficiently and securely.

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Contact

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Enterprise Asset Management: Empowering Organizations with Enterprise Asset Management https://www.m-files.com/resources/ebooks/empowering-organizations-with-enterprise-asset-management/ Thu, 15 May 2025 22:25:33 +0000 https://www.m-files.com/resources/uncategorized/customer-information-management-game-plan-copy/ The post Enterprise Asset Management: Empowering Organizations with Enterprise Asset Management appeared first on M-Files.

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Toll Brothers https://www.m-files.com/resources/case-studies/toll-brothers/ Wed, 14 May 2025 06:18:07 +0000 https://www.m-files.com/resources/uncategorized/ttx-copy/ Toll Brothers boosts efficiency with M-Files, saving 2–3 hours weekly for 2,000+ users, cutting licensing costs by 30%, and retiring legacy systems.

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Toll Brothers Centralizes Data and Boosts Efficiency with M-Files, Saving 2-3 Hours Per Week for Over 2,000 Users and Cutting Licensing Expenses by Over 30%

Highlights

  • Significant Cost Savings: Licensing costs reduced by over 30% compared to the previous solution.
  • Efficiency Gains: Employees save an estimated 2-3 hours per week, with over 2,000 users benefiting from the new solution.
  • Retiring Legacy Systems: Expected 28% in savings a year by eliminating redundant data repositories and outdated applications.
Toll-Brothers-Alta-Vista-Oceano-Great-Room
Toll-Bros-logo

Use Case

Process Management
Project Information Management

Industry

Residential Building Construction
Real Estate Development

Country

United States

Company Introduction

Toll Brothers, a Fortune 500 company, is a leading luxury home builder in the United States with over 5,500 employees. The company operates in more than 60 markets across 24 states and has its own subsidiaries for architecture, engineering, mortgage, title, land development, smart home technology, and landscaping. Additionally, Toll Brothers develops master-planned and golf course communities and manages its own lumber distribution, house component assembly, and manufacturing operations.

The company manages numerous construction projects and architectural designs. With a vast portfolio and a need for seamless collaboration across internal and external teams, Toll Brothers needed an efficient knowledge work automation solution that could handle the scalable needs for the company now and in the future.

Key Challenges Before M-Files

Before implementing M-Files, Toll Brothers faced several challenges in managing architectural plans and project documentation, relying on multiple disparate systems and manual processes to manage architectural plans and project documentation. This approach caused inefficiencies, version control problems, and challenges in retrieving the right documents when needed, ultimately increasing costs. The company needed a solution that would streamline document management, improve collaboration with external vendors and partners, and reduce operational inefficiencies while reducing costs.

"We had various systems in place that didn't communicate well with each other, making it hard to track changes and ensure consistency," Mike Dayhoff, Director of Toll Architecture Technology, Toll Brothers explained.

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Lenah Mill

"Partnering with M-Files offers a unique and responsive collaboration experience. The team has been great at helping us tailor M-Files to our needs. Their willingness to listen and implement feedback swiftly ensures that our specific needs are met efficiently. This level of partnership, where changes are rapidly put into production, is rare in the marketplace and has made us feel valued and confident in moving forward with M-Files."

Mike Dayhoff, Director of Toll Architecture Technology, Toll Brothers

The M-Files Solution

Cost-Effective, Efficient Knowledge Work Automation Platform

After evaluating multiple options, Toll Brothers selected M-Files as the company's knowledge work automation solution due to its metadata-driven approach, ease of use, and, most importantly, cost-effectiveness. "The biggest reason we chose M-Files was the price," said Mike. "It was significantly more affordable than the alternatives while still offering the functionalities we needed."

The implementation of M-Files included centralizing all architectural and project-related documents, creating a single source of truth for all teams. Automated version control ensures that all team members always work with the latest version of architectural plans and project documents. M-Files seamlessly integrates with Toll Brothers' existing CAD and project management systems, reducing the need for manual data entry. Additionally, M-Files' metadata-driven search functionality allows employees to quickly locate documents based on project name, location, or other key attributes.

Mike also noted on the scalability of M-Files, saying, "The scalability of M-Files allows Toll Brothers to support additional users and projects as the company continues to grow."

Leveraging M-Files Hubshare to Centralize Information and Enhance Collaboration

Toll Brothers also implemented M-Files Hubshare to streamline their end-to-end process by centralizing all data and facilitating seamless collaboration with external vendors and trade partners. This approach eliminates previous issues with data access, updates, and communication, ensuring everyone has the latest information readily available.

The Results

Transformed Knowledge Management with M-Files and M-Files Hubshare

Implementing M-Files and M-Files Hubshare has revolutionized Toll Brothers' knowledge management processes, leading to significant operational improvements. Employees can now locate documents within seconds instead of searching through multiple systems or folders. "Searching for documents used to be a challenge; now, with M-Files, everything is right at our fingertips," said Mike. Teams across different locations can seamlessly access and update project documents in real-time, reducing miscommunication and errors. Automating the organization and retrieval of documents has minimized time spent on administrative tasks, allowing employees to focus on higher-value activities. As a result, the company's workflows have become more efficient, and they are on track to establishing a single source of truth for all their architectural data.

Bobby Henry, Technology Specialist at Toll Brothers, added, "The metadata card automation that's built into the admin console has been super helpful because there are a lot of different triggers that you can put into place. They will automatically fill or hide or show different metadata properties, which helps the users to figure out what information they need to put in."

Significant Cost Savings and Efficiency Gains

By implementing M-Files, Toll Brothers has achieved significant cost savings, reducing licensing expenses by over 30% compared to its previous solution. Additionally, the migration to M-Files is expected to save approximately 28% a year by retiring legacy applications and eliminating redundant data repositories. Employees are saving an estimated 2-3 hours per week, with over 2,000 users benefiting from improved efficiency. The system offers centralized document management, eliminating silos and reducing duplication, while metadata-driven search functionality makes it easy to quickly find the right information.

Toll-Brothers-Riverworks

"We have full confidence that the system will continue to improve as we move forward. I believe we will use it more extensively, and I'm excited about its potential. Managing the substantial amount of data has been quite a task, and freeing ourselves from that burden allows us to refocus on other aspects of the business. This shift has greatly enhanced our product, services, and customer relations—it has truly been phenomenal. That word just keeps coming to mind!"

Mike Dayhoff, Director of Toll Architecture Technology, Toll Brothers

The seamless integration with Toll Brothers' existing CAD and project management tools minimizes workflow disruptions. M-Files' scalability allows Toll Brothers to support additional users and projects as the company continues to grow. Additionally, by aligning with IT enterprise initiatives to retire outdated applications, Toll Brothers has enhanced its operational efficiency. These efficiency gains contribute to lower per-home costs, increasing overall company profitability.

Bobby highlighted the impact on efficiency, stating, "Our focus has always been a single source of truth and building solutions allowing easier integrations and user adoption as well as helping automate their repetitive day-to-day tasks."

Responsive Support and Tailored Solutions with M-Files Expert Services

Beyond the functionalities, Toll Brothers also appreciate M-Files Expert Services' responsive support and guidance to configure the platform to their specific needs without incurring additional service costs. "Partnering with M-Files offers a unique and responsive collaboration experience. The team has been great at helping us tailor M-Files to our needs. Their willingness to listen and implement feedback swiftly ensures that our specific needs are met efficiently. This level of partnership, where changes are rapidly put into production, is rare in the marketplace and has made us feel valued and confident in moving forward with M-Files," Mike said.

Bobby added, "You could feel the passion and the caring from the top down, from the CEO all the way down to the Support people. Everyone cared about any issues we were having and made sure they were able to deliver everything we needed."

Future Plans

With the successful implementation of M-Files, Toll Brothers plans to further expand the use of the platform across additional departments, including Marketing, Legal and Procurement. The company is also exploring further enhancement of document categorization and workflow automation.

Mike explained, "The ability to transition quickly to meet company goals, not having a dip in production or timelines, and continuing to increase our sales with the application has been a huge success for us so far. We're really excited about what we're doing currently and the prospect of the business and how we can grow with M-Files as a platform and also our company goals".

"We have full confidence that the system will continue to improve as we move forward. I believe we will use it more extensively, and I'm excited about its potential. Managing the substantial amount of data has been quite a task, and freeing ourselves from that burden allows us to refocus on other aspects of the business. This shift has greatly enhanced our product, services, and customer relations—it has truly been phenomenal. That word just keeps coming to mind!" Mike concluded.

A blue hour  with shining city lights featuring the Pierhouse development with the Brooklyn Bridge and Brooklyn Bridge Park in the background.

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Customer Information Management: A Winning Game Plan for Your Organization https://www.m-files.com/resources/ebooks/customer-information-management-game-plan/ Thu, 01 May 2025 17:38:14 +0000 https://www.m-files.com/resources/uncategorized/why-knowledge-work-automation-unlocks-manufacturing-excellence-copy/ The post Customer Information Management: A Winning Game Plan for Your Organization appeared first on M-Files.

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Why Knowledge Work Automation Unlocks Manufacturing Excellence https://www.m-files.com/resources/ebooks/why-knowledge-work-automation-unlocks-manufacturing-excellence/ Tue, 29 Apr 2025 20:57:20 +0000 https://www.m-files.com/resources/uncategorized/navigating-security-and-compliance-obstacles-copy/ The post Why Knowledge Work Automation Unlocks Manufacturing Excellence appeared first on M-Files.

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Navigating Security and Compliance Obstacles with M-Files https://www.m-files.com/resources/ebooks/navigating-security-and-compliance-obstacles/ Mon, 28 Apr 2025 22:31:37 +0000 https://www.m-files.com/resources/uncategorized/solving-information-chaos-ai-mfiles-technology-record-copy/ The post Navigating Security and Compliance Obstacles with M-Files appeared first on M-Files.

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eBook: Work Automation Solutions for Manufacturing https://www.m-files.com/resources/ebooks/achieve-operational-excellence-in-manufacturing/ Tue, 15 Apr 2025 20:33:28 +0000 https://www.m-files.com/resources/uncategorized/market-momentum-index-ai-unstructured-data-management-copy/ Transform Your Operations with Knowledge Work Automation and AI In today's competitive manufacturing landscape, achieving operational excellence is crucial for driving growth and profitability. Manufacturers often face challenges such as inefficient manual processes, fragmented information management, and limited quality and compliance controls. Digital transformation, particularly through the integration of knowledge work automation and artificial intelligence...

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Transform Your Operations with Knowledge Work Automation and AI

In today's competitive manufacturing landscape, achieving operational excellence is crucial for driving growth and profitability. Manufacturers often face challenges such as inefficient manual processes, fragmented information management, and limited quality and compliance controls. Digital transformation, particularly through the integration of knowledge work automation and artificial intelligence (AI), can address these challenges.

We've seen a lot of manufacturing challenges and have developed solutions that will help you improve your operations.

Key Takeaways After Reading Our eBook!

  1. Real-life manufacturing challenges and solutions based on real expertise
  2. Customer testimonies on how AI and knowledge work have changed their operational landscape
  3. Manufacturing use cases and industry best practices on how to leverage automation

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Webinar | Do More with M-Files Aino: Streamline Document Filing & Metadata Automation https://www.m-files.com/resources/webinars/do-more-with-m-files-aino-streamline-document-filing-metadata-automation/ Tue, 25 Mar 2025 15:43:14 +0000 https://www.m-files.com/resources/uncategorized/webinar-customer-spotlight-toll-brothers-copy/ Join us to see how you can automate manual work and free employees to focus on higher-value activities! Effortlessly extract metadata from documents with Aino, delivering significantly improved results compared to previous metadata automation solutions. Save extracted metadata with a single click, eliminating the need for one-by-one approval of suggestions. Why attend? Discover how M-Files...

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Join us to see how you can automate manual work and free employees to focus on higher-value activities!

  • Effortlessly extract metadata from documents with Aino, delivering significantly improved results compared to previous metadata automation solutions.
  • Save extracted metadata with a single click, eliminating the need for one-by-one approval of suggestions.

Why attend?

  • Discover how M-Files Aino can automate manual work and allow you to focus on higher-value activities
  • Live demo: See the latest features in action and how they can improve your day-to-day tasks
  • Q&A session: Engage with experts and get personalized answers

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Webinar | Customer Spotlight: How Toll Brothers Transformed Project Management to Boost Efficiency & ROI https://www.m-files.com/resources/webinars/webinar-customer-spotlight-toll-brothers/ Thu, 20 Feb 2025 17:50:51 +0000 https://www.m-files.com/?post_type=event&p=72216 Watch this exclusive webinar with Mike Dayhoff and Bobby Henry, Architecture Technology Experts at Toll Brothers, a leading luxury home builder in the United States and a valued M-Files customer. Learn how Toll Brothers used M-Files to modernize its project information management and streamline operations across multiple locations, improving efficiency and collaboration. Key Takeaways: Improved...

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Watch this exclusive webinar with Mike Dayhoff and Bobby Henry, Architecture Technology Experts at Toll Brothers, a leading luxury home builder in the United States and a valued M-Files customer.

Learn how Toll Brothers used M-Files to modernize its project information management and streamline operations across multiple locations, improving efficiency and collaboration.

Key Takeaways:

  • Improved Efficiency
  • Cost Savings and Impact on Profitability
  • Better Collaboration
  • Seamless Integration
  • Enhanced Security

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