Enterprise content management

Why search is the most underrated ECM feature

When organizations evaluate an Enterprise Content Management (ECM) solution, the conversation usually revolves around Artificial Intelligence, workflow automation, and integrations. Yet the feature employees use more than any other is rarely the one showcased in demonstrations or marketing(…)

Designing metadata cards that users like

Over the past few weeks, I’ve addressed philosophical questions related to enterprise content management (ECM), such as “What should be done?” and “Why?” Now, it’s time to focus on the “how.” When discussing user adoption of M-Files,(…)

M-Files Outlook Pro add-in configuration

In this blog post, I will outline the steps required to enable and configure the M-Files Outlook Pro add-in. This includes configuring Microsoft Outlook rules to automate email handling. It took me some time to configure the rules, as(…)

M-Files BD – Putting it together with the Visual Designer

After several posts of theory, it’s time to build something. In this post, I will walk you through a Visual Designer tutorial to create a complete Contracts dashboard on the M-Files Sample Vault. Therefore, no JSON editing is required(…)

M-Files BD – The Admin part

So far in this series I have covered what an end user sees, the anatomy of a dashboard definition, the seven widget types (scalar,(…)

After years of ECM projects, here’s how I do things differently nowadays

In IT, it is essential to stay up to date, as technology evolves at an ever-accelerating pace. As consultants, we constantly face new challenges, many of which extend beyond purely technical matters, while adapting to diverse contexts(…)

M-Files BD – Aggregations, reducers and series

In the previous post, I walked through the query side of the dashboard JSON: objectType, class, filters, date tokens. What I deliberately left out was the aggregation block, because it deserves its own post.

M-Files BD – Queries: objectType, class, filters, date tokens

In the previous posts of this series, I covered the anatomy of a dashboard definition and the seven widget types (KPI & gauge, line & area,(…)

A project that looked successful. But…

As You know, I will talk about ECM projects again. This time we will focus on what comes after. When everything was delivered on time and within the budget. Yep it’s not fiction, it happens really 🙂(…)

M-Files BD – Distribution and tabular widgets: donut, bar, table

This is the third and final widget post of the series. The previous two covered scalar widgets (Post 4a) and trend widgets (Post 4b). What is left is the distribution and(…)