Real Estate Investment Trust – eForms (frevvo) and TEAM IM’s Enhanced Support for eForms and M-Files

Value to the Customer

  • Greater efficiency and security in data collection tasks related to REIT properties
  • Stress-free and secure integration of eForms to M-Files
  • A trusted partner that has expertise in both eForms and M-Files and can provide ongoing Enhanced support

Real Estate Investment Trust “REIT”

REIT is a leading owner, manager, and developer of distinctive urban workspaces Toronto’s major cities and network-dense urban data centers in Toronto that form Canada’s hub for global connectivity. REIT’s business goal is to provide knowledge-based organizations with distinctive urban environments for creativity and connectivity.

Background

REIT is a customer of M-Files, an Intelligent Information Management software integrated with TEAM IM’s eForms (frevvo) forms solution. REIT was looking for a partner that could provide product knowledge, best business practices, and ongoing enhanced support services to assist both M-Files and eForms implementation. They wanted a more efficient and secure way of maintaining information electronically on their properties.

TEAM IM Took on eForms Implementation

TEAM IM assisted REIT with a proof of concept and all training on eForms, providing ongoing support in developing additional forms and setting REIT up for success. TEAM IM brought expert knowledge of M-Files and eForms (frevvo) and delivered the ongoing TEAM IM Enhanced Development Support REIT was looking for as they built out additional eForms functionality.

About TEAM IM

TEAM IM is a global enterprise solutions and technology company. Utilizing best-in-class technologies to put unstructured data to work, TEAM IM has successfully implemented thousands of business solutions across a diverse spectrum of organizations of varying size and industry focus. TEAM IM’s offerings include expert professional services, managed services, custom development, and solutions in many areas, including Content Management, Records Management, Automation, Analytics, and Collaboration.

Project Highlights

  • Upgraded and migrated M-Files Cloud to M-Files On-Premise
  • Reviewed and updated vault configurations using industry best practices
  • Upgraded and refreshed Development Test Environments
  • Providing ongoing Enhanced Support

Software Involved

  • M-Files Online (Cloud)
  • M-Files On-Premise

Value to the Customer

  • Better management of valuable content and improved collaboration
  • Improved control of the M-Files platform
  • Support service leaves Regency resources to focus on core business

Project/Engagement Details

REIT was looking to create a much more efficient and secure way of completing work tasks to maintain their properties. M-Files could provide REIT ease-of-use, document security and sharing, and dynamic views unique to the user’s role. The company sought out TEAM IM for their expertise in M-Files and eForms to set up a proof of concept, developing an eForm that collects information on employee or subcontractor activity whenever they went to a building. This Building Waiver needed to collect basic property information, the name of the employee and purpose (repair, inspection, etc.), entrance and exit time, and a collection of signatures upon completion.

  • TEAM IM aided with the proof of concept tasks, including:
  • Conducting a discovery/functional requirements workshop
  • Reviewing implementation documents
    • Completing Base M-Files/frevvo Cloud Vault setup and configuration as the form’s repository
  • Configuring the Building Waiver and initial setup of other forms
  • Implementing an eForms workflow with a two-step process
  • Providing knowledge transfer for eForms/frevvo and M-Files integration
  • Providing post-implementation support
  • Transitioning to ongoing enhanced support for assistance with additional eForms buildout and M-Files
TEAM IM continues to provide enhanced support to REIT for assistance with configurations, troubleshooting, workflows, and forms development.

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Project Highlights

  • Provided REIT with the knowledge and ongoing support needed to achieve more efficient and secure information processes
  • Set REIT up for success in self-sufficiency with building out additional e-Forms

Software Involved

  • M-Files
  • eForms (frevvo)
  • TEAM IM frevvo Integration
“TEAM IM is a trusted advisor to assist REIT with their goals of achieving greater efficiency with property automation using eForms. Providing eForms expertise along with ongoing Enhanced Support allows them to achieve that goal.”

Sam Harp,
Sr VP Customer Success, TEAM IM