Faster client delivery and lower compliance risk through intelligent information management with M-Files

Their original situation

BDO Belgium, a leading professional services firm, was juggling multiple departments, hundreds of employees, and a growing volume of sensitive information. But the tools in place were holding them back.

The Tax Consultancy team was relying on an outdated SharePoint environment that made it hard to manage templates, maintain version control, and deliver consistent communications to clients. Meanwhile, the IT department was stuck with a legacy document management system that lacked flexibility, offered limited transparency, and slowed down internal processes.

Manual workarounds became the norm. Efficiency suffered. Teams were losing time searching for documents instead of focusing on higher-value work. BDO knew it was time for a smarter approach.

Why GeONE (Powered by Amista) and M-Files

BDO partnered with GeONE, powered by Amista, to take a bold step forward. The goal wasn’t just to replace software. It was to reshape the way information flows across the organization.

They chose M-Files, a metadata-driven platform that makes information easy to find and manage, regardless of where it’s stored. What stood out was the simplicity: users don’t have to know where something is saved, only what it is. That shift made all the difference.

GeONE and Amista brought not only the technology, but also deep process insight and a no-nonsense implementation approach. That combination of product expertise and hands-on guidance gave BDO the confidence to move ahead, fast.

Challenges vs Solution

The challenges were clear:

  • Lack of version control
  • Inefficient manual processes
  • Fragmented document storage
  • Poor traceability and risk of non-compliance
  • Pressure to deliver consistent, high-quality client service

The solution delivered:

  • A centralized, intelligent system that serves multiple departments including HR, Legal, IT, Finance, and Tax Consultancy
  • Automated workflows that eliminate repetitive tasks
  • Stronger governance with template management and audit trails
  • Faster access to information with intuitive search across systems
  • Seamless integration into BDO’s existing Microsoft ecosystem

The result was a scalable solution tailored to BDO’s complex needs.

GeONE (powered by Amista)’s approach impressed from the start. They understand our processes and working methods and have a keen sense of where our challenges lie. The capabilities, simplicity and future-proofness of M-Files combined with GeONE’s approach and knowledge will give us a big efficiency boost.

Marnix Weusten, partner and Head of Knowledge Management & Tax Innovation

Lessons Learned vs Business Impact

What BDO learned along the way is that real digital transformation starts with the right mindset. By challenging old habits and working closely with a partner who understands both business processes and technology, they were able to unlock real operational value.

The impact speaks for itself:

Faster turnaround for client deliverables

Increased internal efficiency and collaboration

Reduced risk and improved compliance

A flexible platform ready to scale with the business

With M-Files and Amista, transformation isn’t just possible. It’s practical.

What started with one department has now grown into an organization-wide upgrade in the way BDO handles information.
Teams are empowered. Clients are better served. And BDO is ready for what’s next.

Wondering what M-Files can do for your organisation?

Book a consultation for M-Files

Customer

BDO

Technology used

M-Files

About our client

BDO Belgium is an internationally active consultancy company with a solid reputation in financial services and complementary, specialised advice to support clients towards futureproof and sustainable growth. BDO currently has over 950 partners and employees spread throughout Belgium. In Belgium, BDO has 14 branch office and is part of a strong international network with a team of experts of over 110.000 partners and employees, active in 164 countries.