Accounting firm CROP consolidates multiple legacy ECM systems with the help of Xillio

Jan 17, 2023 8:45:00 AM

Challenge

Content migration from various databases and network drives to a centralized environment in M-Files

Solution

Analyze existing documents, map structure, create business rules, transform and import into M-Files document management system

Result

A complete content analysis laid a firm foundation for the efficient migration to M-Files document management. Centralized, structured storage of all documents improves control of the content environment, while also facilitating access management and governance

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Case Study

Case CROP accountants & consultants

CROP accountants & consultants enables entrepreneurs to concentrate on conducting their core business. The organization combines a complete service offering for accountancy and tax advice under one roof. More than 300 professionals across multiple branches provide auditing and financial statement compilation services. They also advise organizations on growth plans, financing, business succession and data security. The documents that CROP creates and deploys for the various branches of its client services were spread across a range of databases and systems. To store these documents uniformly and improve accessibility, CROP wanted to map, structure and migrate all its content to a single document management platform. It also uses M-Files for all internal documents.

Centralized, structured storage of all documents improves control of the content environment, while also facilitating access management and governance. Curious about the whole story?

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