COVID forever altered how businesses view their internal practices and processes. It impacted companies of all sizes and industries, posing new difficulties for staying connected. The pandemic showed that all businesses need to integrate digital instruments into everyday routines. They became vital for far more than hybrid working models.
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This presentation introduces the m-files solution for financial planners, highlighting its benefits in centralizing all company information, including paper-based files, electronic documents, emails, and financial plans. It focuses on making the process quicker and easier than manual methods, with a focus on retrieval for instant access to information. The system is designed as a productivity tool, allowing for efficient assignments and organization of data.