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Meridio for Professional Services

Professional Services organizations, at their core, are about acquiring and servicing customers and must do so in a very competitive market. Profitability depends on the efficiency of their business processes and the effective use of their resources. Meridio for Professional Services provides an information management infrastructure that seamlessly links Enterprise Resource Planning and business processes to Microsoft® collaboration and productivity tools, workflow, and critical document and records management for improved business productivity, corporate governance, compliance, and control.

Meridio Professional Services for Engagement Management Fact Sheet
A briefing paper looking at how Meridio enables records and retention managment for Professional Services Engagement Management teams.
[PDF: 150KB / 2 Pages]

IDT Consulting Whitepaper on Making ERP Work for the Mid-Market
A whitepaper looking at how enterprise content and records management can enhance financial sytems.
[PDF: 695KB / 17 Pages]

Microsoft & Meridio's Document Management and Retention Solution
(Professional Services organizations face mounting challenges in organizing and managing records related to client engagements. View this short video to see how an integrated Microsoft Office and Meridio document and records management system helps client engagement teams save time and reduce risk.
[WMV: 12.4MB / 5:37 mins]

Customer Showcase - Corporate advisor winning the paper chase - McGrathNicol implements Enterprise Content Management (ECM)
McGrathNicol has its origins in the specialized arm of a Big 4 accounting firm which was a leader in the field of advising companies faced with strategic and financial difficulties. "With the release of Meridio 5.0 and the new integration with MOSS and Exchange 2007, I'm really excited to see where this solution can take our organization. We're already starting to see how important email management, storage management and Information Lifecycle Management are to reducing our overall operational costs." - Matthew Doyle, Chief Operating Officer, McGrathNicol.
[PDF: 253KB / 2Pages]

Take the Next Step

Find out how your organization can benefit from the Meridio Records Management product family.
Contact your ZANTAZ representative today.