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  • Your challenge

    Your challenge

    Start from the problem you have today.

    Four situations we solve every week, for firms where documents carry liability.

    Book a call

    Situations

    • Solving document chaos"I know it exists. I just cannot find it."
    • Removing manual work"My team costs €60 an hour to forward emails."
    • Eliminating audit stress"The auditor is at the door. I cannot find anything."
    • Preparing data for AI"Copilot invented a contract that does not exist."

    Free tools

    • AI Readiness ScanFree, in 10 minutes
    • Audit scoreHow audit-ready are you?
    • ROI calculatorCalculate your savings

    Process & information architects

    Where do you start?

    Every engagement starts with a scan of your processes and documents.

    Plan a document scan

    AI Readiness ScanROI calculator

    100+ implementations across the BeNeLux since 2010.

  • Sectors

    Who we work for

    Built for document-heavy, regulated teams.

    Across the BeNeLux, from accountancy to engineering to scale-ups.

    Read a customer story

    Who you are

    • Accountants & audit firmsCompliance, audits and client files
    • Engineers & project organisationsProject documents under control
    • HR departmentsEvery personnel file complete and GDPR proof
    • Scale-ups & mid-marketGrow without document chaos

    Pick your sector

    Accountants and engineers have dedicated solutions. Point at your sector to see them.

    Doxxi for accountants

    • MyMinFin automationDownloaded and filed automatically
    • KYC and onboardingWithout AML stress
    • Deadline dashboardVAT, annual accounts, UBO in one view
    • Digital signatures via PenneoSigned with itsme or eID
    • Client portalUpload and consult 24/7
    • AML compliance and audit trailProof for every check

    For engineers

    • Document controlRevisions and approvals, always the right version
    • TransmittalsDocument distribution with a full log
    • Deliverables managementVendor deliverables and placeholders, without Excel
    • As-built filesA living file linked to assets and tags

    Process & information architects

    Not sure which fits?

    Tell us your sector and we show you the closest fit.

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    Read a caseAudit score

    100+ implementations across the BeNeLux.

  • Platforms

    Platforms

    The right platform is a design decision.

    We design the structure first, then choose the platform that fits how you work.

    Why M-Files

    M-Files

    • 10 reasons to choose M-FilesThe short business case
    • Compare editionsWhich edition fits you
    • Pricing and calculatorEstimate your licence cost
    • M-Files AIAI on your own documents
    • M-Files HubshareSecure client portal
    • M-Files MentNo-code document generation
    • Compare M-FilesAgainst SharePoint, DocuWare, OpenText and more

    dox42

    • dox42 overviewDynamics, SAP and more
    • dox42 with M-FilesGenerate straight into M-Files
    • Plan a dox42 demoSee it on your documents

    Integrations

    • Microsoft 365, Teams and OutlookWork inside Office
    • All integrationsE-signatures, ERP, CRM and more

    MacroView

    • MacroView overviewE-mail and documents in SharePoint
    • Filing from OutlookE-mail in the right file, in one move
    • Automatic e-mail filingRules that file by themselves
    • All MacroView featuresEvery feature on one page
    • MacroView or M-Files?An honest comparison

    M-Files Solution Partner

    See it live.

    One hour, online, on your real use case. Your process, not slideware.

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    Price calculatorAI Readiness Scan

    100+ implementations across the BeNeLux since 2010.

  • Services

    Our services

    Process first. Technology second.

    From discovery to a live system, one partner across the BeNeLux.

    See all services

    Delivery

    • Document scanYour information mapped in two weeks
    • Discovery & designMap your processes and information
    • Implementation & configurationBuild and configure your platform
    • Integrations & customisationConnect and tailor to your systems
    • Success servicesAdoption, support and growth

    AI governance

    • AI Readiness ScanFree, in 10 minutes
    • EU AI Act readinessBe ready for 2027
    • Governance frameworkPolicies, controls and oversight

    Process & information architects

    Where do you start?

    Every engagement starts with a scan of your processes and documents.

    Plan a document scan

    AI Readiness ScanROI calculator

    100+ implementations across the BeNeLux since 2010.

  • Who we are
  • Knowledge centre

    Knowledge centre

    Start here.

    Short, practical explanations from our consultants. No vendor spin.

    Open the Knowledge Hub

    Learn

    • BlogLong reads on information architecture
    • WebinarsLearn it in an hour
    • Knowledge hubEvery concept, explained

    Proof

    • Cases100+ implementations, names and numbers
    • Analyst reportsGartner and Forrester, no paywall

    Stay current

    • UpdatesProduct news, translated into impact
    • All postsEverything in one stream

    Latest

    EU AI Act: what changes in December 2027

    Why information architecture decides whether you are ready.

    Read the article

  • Client zone
SoftAdvice - Proces & informationarchitects
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SoftAdvice - Proces & informationarchitects
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    Home/Services/Success services

    M-Files success services: after go-live, the real work begins

    An implementation can be perfect, and still fade. People slip back to the old drive, Excel and workarounds, and the gains disappear. We stay close: training, support and strategy sessions so your teams keep getting better with M-Files, year after year.

    Request success services What is included

    M-Files Solution Partner100+ implementations since 2010Dutch, French, English
    Adoption dashboard
    82%active users
    Next success sessionRoadmap Q1In 12 days
    New team onboardedFinance, 8 usersDone

    Illustrative example

    In shortSound familiar?What you getHow we workSupport or success?Questions

    In short

    Success services by SoftAdvice keep an M-Files environment healthy and growing after go-live. They combine four pillars: training and adoption, support from a contact who knows your environment, periodic strategic success sessions and continuous optimisation. Each pillar can be used on its own, on a fixed monthly plan, for teams of any size.

    Sound familiar?

    Without follow-up, people slide back to old habits

    Back to old habits

    Without follow-up, folders, Excel lists and mail attachments quietly return.

    New colleagues, no training

    Every new hire learns the system from a colleague, and learns the shortcuts too.

    Support that does not know you

    A ticket queue where you explain your environment again, every time.

    No one looks ahead

    New processes, integrations and AI wait, because there is no roadmap after go-live.

    What you get

    Four pillars for lasting results

    Not a one-time project but a growth path. Use one pillar or all four.

    Training and adoption

    Onboarding sessions, role-based training and in-app guidance, so teams don’t just know how it works, they use it every day.

    Support from people who know you

    Quick help with questions, configuration changes and troubleshooting, from a contact who knows your environment.

    Strategic success sessions

    Periodic sessions to review usage, discuss bottlenecks and adjust the roadmap. Based on data, not gut feel.

    Continuous optimisation

    New workflows, extra integrations, better views and governance updates, so the environment grows with your organisation.

    How we work

    From go-live to continuously better

    1

    Stabilise and adopt

    The first weeks: guiding key users, feedback loops and quick fixes. Result: a stable environment and trained teams.

    2

    Optimise and expand

    Refining workflows, onboarding new teams, adding integrations. Result: better processes and a roadmap.

    3

    Grow strategically

    Sessions at management level on the next opportunities: new modules, AI readiness, governance and scale. Result: a growing solution and a strategic plan.

    Support or success?

    Support fixes problems. Success services prevent them.

    It is the difference between firefighting and building. We usually schedule the first success session 2 to 4 weeks after launch, then monthly or quarterly.

    What you get with us

    • A fixed contact who knows your environment
    • Transparent reporting on usage and adoption
    • Sector practices for accountants and engineers
    • Ready for AI and further automation
    • Fixed monthly plans, no surprises
    Our promise

    What you can count on, whatever the project

    The same people, from first talk to years later

    The consultants who analyse your processes also configure, train and support. No handovers, no starting over.

    An honest no beats an expensive yes

    If M-Files is not the answer, or your processes need work first, we tell you. Before you spend a euro.

    You own everything we build

    Models, documentation and integrations are handed over in full. We stay because you want us to, not because you have to.

    Four services, one path

    Start where you are. Most clients begin with process consulting; others call us for an integration or after a go-live that did not land.

    1. Think

    Process consulting

    We design your information architecture before anyone touches software.

    Read more
    2. Build

    Implementation

    M-Files configured around how you really work, with a first process live in 30 days.

    Read more
    3. Connect

    Integrations

    ERP, CRM, HR and Microsoft 365 connected, so data is typed once and documents land in the right file.

    Read more
    4. Grow

    Success services

    Training, support and strategy sessions that keep adoption rising long after go-live.

    You are here

    Questions

    When do success services start?

    Directly after go-live; the first weeks are crucial for adoption. We usually schedule the first success session 2 to 4 weeks after launch.

    How is this different from regular support?

    Support solves problems. Success services prevent them and make sure your environment grows with you.

    How often are the success sessions?

    Monthly or quarterly, depending on your organisation and phase: more often in the first months, then at a strategic rhythm.

    Can we take training only?

    Yes. Each pillar works on its own. Some clients start with training and grow into a full collaboration later.

    What does it cost?

    It depends on scope and rhythm. We work with fixed monthly plans, so you know up front what to expect.

    Does this work for small teams?

    Yes. We adapt rhythm and scope to your size. A team of 10 users deserves guidance after go-live too.

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    Related

    • Who we are: meet the team
    • What is change management for a DMS?

    From go-live to continuously better

    30 minutes, online, no obligation. About your processes, not our software.

    Request success services

    Request success services

    SoftAdvice

    Process & information architects

    M-Files Solution Partner since 2010, active in Belgium, the Netherlands and Luxembourg.

    info@softadvice.eu
    Belgium +32 2 895 06 00
    Netherlands +31 79 799 61 40
    Luxembourg +352 27 86 46 55

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