Public Sector

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FM Financial Finds Big Productivity Gains with NetDocuments

For years, Richard Morton, a Strategic Initiatives Analyst at FM Financial, sat outside the central records room where his company housed paper files and would see administrators go in and come back out hours later after trying to find a misplaced file.

For years, Richard Morton, a Strategic Initiatives Analyst at FM Financial, sat outside the central records room where his company housed paper files and would see administrators go in and come back out hours later after trying to find a misplaced file.

FM Financial offers estate planning, investment management, legacy strategies, and more. The company is entrusted by stakeholders to ensure the integrity and compliance of their valuable sensitive information under strict SEC guidelines. Richard knew he wanted to implement an efficient document management system (DMS) and collaboration platform at FM Financial to increase productivity in their workplace.

"With NetDocuments, there are opportunities in the document creation process to rethink what used to take hours or days and cut that down to minutes. Our teams can collect data in Salesforce, push a button, and automatically generate the document(s) they need."

In this case study, learn how FM Financial improved efficiencies and overall productivity gains while maximizing their return on investment with:

  • Robust security safeguarding sensitive documents
  • Seamless integrations with familiar applications for their users, including Office 365 and Salesforce
  • User adoption with a highly optimized and intuitive user experience
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How One of the Nation’s Largest Universities Uses ndThread to Unite Dispersed Teams

For one of the United States’ largest public universities, streamlining communication was the key to uniting 200 lawyers and legal professionals across separate campuses and administrative offices. But leadership understood if they were to implement a real-time messaging system it had to meet their rigorous governance and security standards.

For one of the United States’ largest public universities, streamlining communication was the key to uniting 200 lawyers and legal professionals across separate campuses and administrative offices. But leadership understood if they were to implement a real-time messaging system it had to meet their rigorous governance and security standards. The University discovered exactly what they needed in ndThread from NetDocuments. Since implementation the University has leveraged ndThread to increase the speed of problem solving and knowledge sharing while reinforcing team culture.

Get this case study to learn how one of the largest public universities uses ndThread to:

  • Unite their teams no matter their geographic location
  • Build their team culture, even in the midst of a pandemic
  • Make knowledge easily accessible and increase legal service quality
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