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How Forbes Mergers & Acquisitions Streamlines Operations With Citrix ShareFile Virtual Data Room

"ShareFile removed annoying, time-consuming user training, support and debugging. It is simply highly intuitive and reliable."

-Bob Forbes, president Forbes Mergers & Acquisitions

Forbes Mergers & Acquisitions
Greenwood Village, Colo.
Number of Employees
Business Challenge
+ Other products were complicated.
+ Firm had constant technical issues with prior systems.
+ Security and permissions were lacking.
Business Results
+ New platform is easy to use.
+ Firm has secure access 24/7.
+ Firm saves money without technical issues.
Forbes Mergers & Acquisitions (M&A) is a transaction advisory firm with a core focus on mergers and acquisitions in industry sectors that are underserved by the medium to large investment banks. Forbes M&A also provides valuations and other financial and strategic advisory services.
Before using a ShareFile Virtual Data Room, the firm experienced constant technical and user-training issues with remote access and backup of its internal file system. The firm was challenged by the complicated user provisioning and interfaces of other virtual data rooms.
“Other products were not intuitive. They were overly complicated and most vendors tried to reinvent file sharing. We couldn’t afford for our users to be a part of the changing way they store and share files."Currently, Forbes M&A uses ShareFile as its intranet and virtual data room extranet. Employees benefit from ShareFile Desktop Sync, which automatically syncs files from the local computer to the ShareFile system.
The firm uses the web interface for secure access from other remote computers and for third-party user provisioning and access. According to Forbes, the most important benefit for the firm is ease of use.
“We eliminated third-party technical support costs and user support headaches once we implemented ShareFile,” says Forbes. “ShareFile removed annoying, time-consuming user training, support and debugging. It is simply highly intuitive and reliable.”
See how ShareFile can help you. Try a free trial of our virtual data room or contact us at 1-888-260-6550 to set up a demo.