Accounting firm de Jong & Laan  chooses for M-Files as a platform for the management of its customer files and related correspondence and documents. With M-Files, de Jong & Laan aims to realise its digital ambitions, including one entrance to the complete digital customer dossier, smart workflows and information manage information using metadata. De Jong & Laan opts for GeONE, specialist in optimising document and information management, as implementation partner.

With M-Files, de Jong & Laan brings customer information from different applications together on a single platform, creating complete and centralised customer files. This creates a single entry point to all documents e-mails and all other customer-related information. Because M-Files provides as a hub to all information, the accountancy organisation will be able to serve customers even better and faster. By choosing M-Files, de Jong & Laan will soon be able to apply smart functionalities to improve efficiency.

For example, the accounting organisation is embracing metadata for managing documents and information. Thanks to M-Files' unique metadata approach, which not only client, assignment, employees and document content, but also to each other, unlimited search possibilities for and views of information. With this metadata approach, employees get a 360 degree view of every file and every customer. It will also work with document templates, which are predefined documents with inserted data from, for example, a customer file from a customer dossier, for example, which save a lot of time in document creation. The signing process will be further digitalised because de Jong & Laan will start working with digital signatures via M-Files, among others.

M-Files serves as the underlying document management platform and will be fully integrated into the existing productivity applications of Office 365 and customer management of Dynamics 365.

Looking for a future-proof and smart platform

Dennis Krukkert, manager IT, explains how de Jong & Laan came to M-Files ended up: "To realise our digitisation ambitions, we were not looking for a solution, but for a platform that is open and integrates easily. A lot of software specialises, but M-Files is actually a central platform to which we can easily integrate existing applications and different departments with their own distinctive ways of working can connect."

The amount of documents and information is large within de Jong & Laan, therefore findability is of great importance, says Krukkert: "Because M-Files is based on a unique metadata structure, our employees can find documents and and information at lightning speed via almost every conceivable angle. Good findability findability is crucial, so our employees can save a lot of time and serve our customers even better. It also seems that a lot of time can be achieved because M-Files recognises metadata from documents itself and inserts it automatically in new documents. new documents, it automatically inserts them. Thanks to machine learning, M-Files is also getting smarter, recognising certain information faster."  

GeONE implementation partner with experience

Dennis Krukkert explains how the accountancy organisation chose GeONE: "GeONE possesses a lot of knowledge in the field of information and document management. The balanced mix of experienced and young ambitious consultants with an understanding of of business is very much in keeping with de Jong & Laan. The GeONE consultants adequately understood our challenges and together we integrated the intelligence of M-Files into our organisation. That brings us together on smart optimisations that are going to deliver major efficiency gains."