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Services
Consulting
Digital transformation strategyAI consultingProcess and operational excellenceCustomer experience transformationEmployee experience and digital HRInformation, quality and compliancePlatforms
M-Files · Information management
M-Files document managementM-Files Aino (AI)Quality management system (QMS)KVKK compliance managementContract managementDesign and project documentsRecords management and e-archiveİYS integrationIndustries
Customers
Insights
About
Bring your scattered applications onto one platform.
The consolidation assessment shows how the applications you use today could come together on M-Files and CloudOffix. Tick your tools area by area and see straight away how many systems, integrations and separate user directories you run. We email you a detailed assessment and build the cost comparison with your data in a meeting.
01
Your organisation
02
The applications you use
Name the tool you use in each area. Add the cost if you know it; we will work out the total cost of ownership together in the meeting.
Information and document management
Document management (DMS)
File sharing and cloud storage
Official correspondence (EBYS)
Quality management (QMS)
Contract management
Engineering documents and drawings
Archiving and records retention
E-signature and electronic approval
Sales
CRM and pipeline management
Quotes and order management
Subscriptions and recurring sales
Dealer and partner portal
E-commerce
Marketing
Email marketing and newsletters
Marketing automation and lead scoring
Website and content management (CMS)
Event and webinar registration
Surveys and online forms
Live chat and chatbot
Social media management
Web analytics and ad platforms
Customer service
Ticketing and help desk
Knowledge base and self-service
Customer portal
Contact centre and telephony
Human resources
Employee records
Payroll
Leave, shifts and timesheets
Recruitment
Performance and goals
Training and e-learning
Expenses and travel
Operations and reporting
Projects and tasks
Time tracking
Purchase requests and approvals
Forms and workflow tools
Intranet and employee portal
Reporting, BI and dashboards
Collaboration and productivity
Video conferencing
Business email and calendar
Team chat
Appointment and meeting scheduling
Email productivity and shared inboxes
Meeting notes and transcripts
Note-taking and knowledge sharing (wiki)
Online whiteboards and co-editing
AI assistants
Kept and integrated
ERP and accounting
E-invoicing and e-ledger provider
Other
03
The challenges you face
AI report
Get your consolidation assessment by email.
- A consolidation map of your tools on M-Files and CloudOffix
- What should stay and be integrated, and why
- A phased migration approach and the risks
- The data we will prepare together for the cost comparison meeting
The report is based on your answers and MechSoft benchmarks. Your details are used only for this analysis and to contact you.
Your report is being prepared
Your report will be emailed to you when it is ready.
Next steps