endorsedOngoingDocument Management Integration with M-Files
Services Covered:
Industry
Legal
Duration
93 months
Budget
10K - 49K
Start Date
1 November 2018
Team Size
1-5 Employees
Engagement Model
Onshore
Project Capability Score (PCS)
78/100
Good
Project Capability Score (PCS) estimates how capable Creativa Studios is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS
Client
Sophus Consulting
Folsom, United States of AmericaProject Summary
Creativa Consultores integrated a document management tool with another application to create a seamless workflow. The engagement began in November 2018 and remains ongoing; internal feedback is positive, highlighting the team's transparency, responsiveness, and expertise.
Key Challenges
- Required expertise in document management systems (M-Files).
- Needed knowledge of SQL and C#.
- Needed understanding of the M-Files API and API calls.
Project Deliverables
- Integrated document management system with an external application
- Workflow enabling information transfer between applications
- Statements of work (SOWs) for project phases
Project Solution
Creativa Consultores integrated two existing applications to enable a workflow between a document management system and another application. The vendor helped identify and break out statements of work (SOWs) for the engagement and provided the core technical team (a technical leader and a project manager) to lead the work. The engagement began in November 2018 and has continued on an ongoing basis.
Project Outcome
- Delivered on time and under budget.
- High client satisfaction and positive internal feedback.
- Improved communication and responsiveness with regular scrums and scheduled calls.
- Vendor provided transparent reporting and actionable insights.
Platforms
Web
Cloud
SaaS
Tech Stack
C#
SQL
Client Endorsement
Overall Review Rating
5
5 out of 5 stars
5 out of 5 starsTimeliness
Cost Rating
Willing to Refer
Quality of Deliverables
“Internal feedback has been positive. Creativa Consultores’ transparency and expertise supplemented continued engagement. Their responsive team communicates effectively. Customers can expect a high-quality service at a reasonable cost.”
Note: This endorsement is based on publicly available client feedback from external review sources.
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