Enterprise Document Management That Works as Smart as You Do
Ditch the data silos and manual chaos.
We deliver AI-powered ECM solutions that automate workflows, ensure compliance, and unlock
the true value of your enterprise information.
Trusted by Global Leaders and Innovative Startups
From Information Overload to Intelligent Advantage
Standard document management is about storage. Our AI-enabled Enterprise Content Management (ECM) is about intelligence. We transform your static documents into dynamic assets that drive efficiency, ensure compliance, and provide critical business insights.
AI-Powered Intelligence
Go beyond simple storage. Our solutions use AI to automatically classify, tag, and extract data from your documents, turning unstructured information into actionable intelligence.
Compliance by Design
We build our ECM platforms with regulatory frameworks like HIPAA, GDPR, and FINRA in mind. Benefit from automated retention policies, granular access controls, and comprehensive audit trails.
Seamless Integration
Your ECM shouldn't be another silo. We ensure deep, bi-directional integration with your existing ERP, CRM, and core business systems for a unified information ecosystem.
Verifiable Process Maturity
Trust in a partner with proven, world-class processes. Our CMMI Level 5, SOC 2, and ISO 27001 certifications guarantee quality, security, and reliability in every project.
Expert In-House Teams
We don't outsource your success. Our 100% in-house team of ECM architects, developers, and compliance experts ensures consistent quality and deep accountability.
Rapid Deployment
Leverage our pre-built industry accelerators and proven methodologies to get your ECM solution up and running faster, delivering a quicker return on your investment.
Scalable Architecture
From thousands to billions of documents, our cloud-native and hybrid solutions are designed to scale with your data volume and business growth, ensuring long-term performance.
24/7 Secure Support
Your critical information systems require constant vigilance. Our global support teams provide around-the-clock monitoring and assistance to ensure uptime and security.
Full IP & Data Ownership
Your data is your most valuable asset. We ensure you retain full intellectual property rights and ownership of your documents and the custom solution we build for you.
Our Comprehensive ECM Services
We offer an end-to-end suite of services to manage the entire lifecycle of your enterprise content, from creation and capture to archival and destruction.
Intelligent Document Capture & OCR
Automate the ingestion of documents from any source—scanners, email, mobile—with high-accuracy Optical Character Recognition (OCR) that makes every document text-searchable.
- Reduce manual data entry by up to 95%.
- Process high volumes of mixed document types.
- Ensure data accuracy from the point of entry.
AI-Powered Document Classification
Utilize machine learning models to automatically identify, classify, and tag incoming documents, routing them to the correct workflows and repositories without human intervention.
- Eliminate manual sorting and filing errors.
- Accelerate business processes significantly.
- Improve metadata consistency and searchability.
GenAI for Document Summarization
Leverage Generative AI to create instant, accurate summaries of long documents, contracts, and reports, allowing your team to grasp key information in seconds.
- Drastically reduce review and analysis time.
- Enable faster, more informed decision-making.
- Extract key insights from vast content libraries.
Secure Centralized Repository
Establish a single source of truth for all your enterprise documents. Our solutions provide a secure, scalable repository with robust version control to eliminate duplicates and confusion.
- Ensure everyone works from the latest version.
- Simplify access while maintaining security.
- Break down information silos across departments.
Automated Workflow & BPM
Design and deploy automated, rules-based workflows for document-centric processes like invoice approvals, contract management, and employee onboarding.
- Remove process bottlenecks and reduce cycle times.
- Increase accountability with clear task ownership.
- Provide full visibility into process status.
Advanced Enterprise Search
Empower your users to find the exact information they need in seconds, not hours. Our search capabilities include full-text, metadata, and faceted search across billions of documents.
- Boost employee productivity and reduce frustration.
- Support eDiscovery and litigation readiness.
- Leverage the full value of your stored information.
Mobile ECM & Field Access
Provide your remote and field-based teams with secure access to critical documents and workflows on any device, ensuring productivity and informed decisions on the go.
- Enable real-time information access anywhere.
- Capture and submit documents from the field.
- Maintain security and compliance on mobile devices.
Records Management & Retention
Implement and automate legally-defensible records management policies. Define retention schedules, place legal holds, and manage the final disposition of documents securely.
- Mitigate risk of non-compliance and associated fines.
- Automate the document lifecycle from creation to disposal.
- Ensure audit-readiness at all times.
Compliance & Governance Dashboards
Gain a real-time, centralized view of your information governance posture. Monitor access, track compliance with policies, and generate reports for audits with ease.
- Proactively identify and address compliance gaps.
- Simplify audit preparation and reporting.
- Demonstrate adherence to regulations like GDPR, HIPAA.
Digital Signatures & Secure Approvals
Integrate legally-binding digital signatures directly into your document workflows, creating a seamless and secure process for approvals and agreements.
- Accelerate contract execution and approval cycles.
- Enhance security and non-repudiation.
- Create a complete, auditable trail of all signatures.
Document Redaction & Data Privacy
Automatically find and redact sensitive information (PII, PHI) from documents before sharing or distribution, ensuring you meet data privacy obligations.
- Protect sensitive data and prevent breaches.
- Automate a typically manual and error-prone task.
- Support compliance with privacy regulations.
ECM Consulting & Strategy
Partner with our experts to assess your current information management landscape, identify key challenges, and develop a strategic roadmap for your ECM implementation.
- Align your ECM initiative with core business goals.
- Ensure user adoption and maximize ROI.
- Create a future-proof information architecture.
ECM System Integration
We are experts at connecting your ECM platform with the tools you use every day, including SAP, Salesforce, Microsoft Dynamics 365, and other line-of-business applications.
- Create a seamless flow of information across systems.
- Enhance user productivity within familiar interfaces.
- Maximize the value of your existing tech investments.
Legacy System Migration
Safely and efficiently migrate your documents and data from outdated legacy systems, network drives, or SharePoint to a modern, secure, and scalable ECM platform.
- Minimize business disruption during transition.
- Ensure data integrity and preserve metadata.
- Decommission costly and unsupported legacy software.
Physical-to-Digital Conversion
Manage the entire process of converting your physical document archives into a fully indexed, searchable digital repository, freeing up office space and making information accessible.
- Securely digitize decades of paper records.
- Implement day-forward scanning strategies.
- Integrate physical records management with digital.
Success Stories: ECM in Action
Automating Patient Record Management for a Multi-State Hospital Network
Client Overview: A leading healthcare provider with 15 hospitals and over 100 clinics was struggling with a fragmented and largely paper-based patient records system. This created significant HIPAA compliance risks, delayed patient care, and made audits a logistical nightmare.
The Challenge: They needed a centralized, HIPAA-compliant ECM solution to digitize millions of legacy records, automate the intake of new patient information, and provide secure, role-based access for clinical staff across all locations.
Key Challenges:
- High risk of HIPAA violations due to insecure paper records.
- Slow retrieval of patient charts, impacting care quality.
- Inability to efficiently audit record access and modifications.
- Massive physical storage costs and inefficient manual workflows.
Our Solution:
We implemented a cloud-based, AI-enabled ECM platform tailored for healthcare. The solution included:
- A large-scale digitization project for legacy patient files with intelligent OCR.
- Automated classification of incoming documents (lab results, consent forms, etc.) into the correct electronic health record (EHR) section.
- Integration with their existing EHR system for seamless access within the clinical workflow.
- Strict, role-based security controls and a comprehensive, immutable audit trail for all document activity to ensure HIPAA compliance.
Streamlining Global Supply Chain Documentation for an Automotive Manufacturer
Client Overview: A global automotive parts manufacturer with facilities in 12 countries faced chaos in their supply chain documentation. Engineering change orders (ECOs), quality assurance reports, and shipping manifests were stored in disparate systems, leading to version control errors, production delays, and compliance issues with ISO 9001.
The Challenge: They required a single, global platform to manage all product and supply chain documentation, ensuring that every plant and every supplier was working from the most current, approved version of any document.
Key Challenges:
- Use of incorrect document versions causing costly production errors.
- Lack of visibility into supplier documentation and compliance.
- Time-consuming manual processes for ECO approvals.
- Difficulty proving ISO 9001 compliance during audits.
Our Solution:
We deployed a hybrid-cloud ECM solution focused on engineering and supply chain document control. Key features included:
- A centralized repository for all technical specifications, CAD drawings, and QA documents with robust versioning.
- Automated workflows for the review and approval of ECOs, reducing approval cycles from weeks to days.
- A secure supplier portal for submitting and accessing required documentation, with automated reminders and tracking.
- Deep integration with their existing ERP system to link documents directly to parts, purchase orders, and production schedules.
Digitizing Client Onboarding for a Wealth Management Firm
Client Overview: A fast-growing wealth management firm was hampered by a slow, paper-intensive client onboarding process. The manual collection and processing of applications, KYC documents, and investment agreements created a poor client experience and exposed the firm to FINRA compliance risks.
The Challenge: They needed to digitize and automate the entire onboarding workflow, from initial application to final account opening, while ensuring the highest levels of security and creating a complete, auditable record for compliance.
Key Challenges:
- Client onboarding taking over two weeks, leading to client dissatisfaction.
- High potential for human error in manual data entry and document handling.
- Lack of a centralized, auditable record of the entire onboarding process.
- Difficulty in tracking the status of applications and identifying bottlenecks.
Our Solution:
We developed a secure client onboarding portal and workflow automation solution built on our ECM platform. This included:
- A secure digital portal for clients to upload required documentation.
- AI-powered data extraction to auto-populate forms from uploaded IDs and statements, reducing manual entry.
- An automated workflow that routed applications through compliance, review, and approval stages with integrated digital signatures.
- Seamless integration with their CRM, automatically creating client records and archiving all onboarding documents in a compliant, centralized repository.
Our Technology Ecosystem
We are platform-agnostic and leverage a best-in-class technology stack to build the ideal ECM solution for your specific needs, whether on-premise, in the cloud, or hybrid.
What Our Clients Say
"The level of detail and foresight CIS brought to our ECM project was incredible. They didn't just solve our immediate document chaos; they built a platform that will support our growth and compliance needs for the next decade."
"As a compliance officer, I sleep better at night knowing our critical records are managed by the CIS solution. The audit trails are impeccable, and the automated retention policies have taken a huge burden off my team."
"We migrated over 20 million documents from a legacy system, and the process was seamless. The CIS team's meticulous planning and execution resulted in zero downtime and no data loss. Truly professional."
"The workflow automation feature alone has saved our accounts payable department hundreds of hours per month. Invoices are now processed and paid in a fraction of the time. The ROI was almost immediate."
"Their ability to integrate the ECM with our custom-built ERP was the deciding factor. It works flawlessly, providing our teams with the context they need, right where they work."
"The AI-powered search is like magic. Our legal team can now perform eDiscovery tasks in minutes that used to take days of manual searching. It's a massive competitive advantage for us."
Frequently Asked Questions
Implementation timelines vary based on complexity, data volume, and the number of integrations. A phased, out-of-the-box deployment can start showing value in as little as 8-12 weeks. A large-scale, enterprise-wide project with extensive customization and migration could take 6-12 months. We always begin with a detailed discovery and roadmapping phase to provide a realistic timeline.
Security is our top priority. We employ a multi-layered approach including end-to-end encryption (in transit and at rest), granular role-based access controls, multi-factor authentication, and comprehensive audit logging of all user activity. Our solutions are hosted in secure, compliant cloud environments (like AWS, Azure) and we adhere to strict security protocols as validated by our SOC 2 and ISO 27001 certifications.
Absolutely. Integration is one of our core strengths. We use a combination of pre-built connectors, modern APIs (REST, SOAP), and custom middleware to ensure seamless integration with your key business systems, including ERPs (SAP, Oracle), CRMs (Salesforce, Dynamics 365), HRIS, and other line-of-business applications. This creates a unified ecosystem and prevents information silos.
We offer flexible pricing models to fit your needs. This can include a one-time license fee for on-premise solutions, a subscription-based model (SaaS) for cloud deployments typically based on users and storage, or a project-based fee for the implementation and customization services. We work with you to determine the most cost-effective model that aligns with your budget and goals.
We follow a proven, four-step migration methodology: 1) **Analyze:** We map your existing content, metadata, and permissions. 2) **Extract:** We use specialized tools to safely extract all data from your legacy system. 3) **Transform & Cleanse:** We clean up the data, de-duplicate files, and map metadata to the new system's structure. 4) **Load & Validate:** We perform a carefully orchestrated load into the new ECM, followed by rigorous validation to ensure 100% data integrity and fidelity.
Ready to Tame Your Document Chaos?
Let's talk about how an AI-powered ECM solution can transform your business. Schedule a free, no-obligation consultation with one of our experts to discuss your specific challenges and get a customized strategy and quote.