Every day, mid-market finance teams are battling a silent productivity killer: disconnected document workflows. Signed contracts lost in inboxes. Approvals buried in Slack. File versions scattered across SharePoint, Google Drive, and local desktops.

In this episode of The Briefing, Chris Muir (VP Sales, Workiro) is joined by Saf Ahmed (Senior Software Sales Consultant, Workiro) to expose the hidden cost of choosing the wrong document management system and how to pick the right one.

Drawing on real-world finance challenges and hands-on NetSuite expertise, they unpack why traditional tools no longer cut it, and what a modern document management system should really look like.

Learn how to:

✔ Eliminate the "folder illusion" and make documents instantly findable

✔ Gain full visibility into unstructured content like emails and approvals

✔ Avoid audit risks and duplication with a truly connected system

✔ Choose the right document management system without regretting it in 6 months

Listen now and learn how to bring order, visibility, and control to your document workflows.

Introducing The Briefing: your essential series of webinars and podcasts focused on delivering key business insights. Packed with expert advice, each episode covers the latest trends, critical legislation, and practical strategies to help you stay ahead. Whether it’s compliance, industry updates, or innovative solutions, Workiro's The Briefing ensures you're equipped with the knowledge you need to drive success.