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Enterprise & Government
One version of the truth.Defensible under audit.
We are called in when the systems that run an organization no longer agree with each other. Document and Records Management is the specialty. Master Data and Data Architecture are the leverage, because the answer almost never lives inside a single application.
20+ years in regulated industriesOne accountable owner from assessment through handoverVendor and platform agnostic
Sound Familiar
What organizations bring us.
These are the conditions rather than the symptoms. Almost every engagement starts inside one of them, and none of them are solved by buying another system.
Decentralized and FragmentedEvery division solved it their own way, and now nothing can be answered across the organization.
No Single Source of TruthThe same customer, asset or matter exists in four systems with four different values, and nobody can say which one is authoritative.
Systems That Do Not TalkIntegration was never designed, so the connective tissue between applications is people rekeying data by hand.
Master Data Nobody OwnsCore entities have no steward, no definition and no rule for which system wins, so every report disagrees with every other report.
No Enterprise Wide ChangeAny change means touching a dozen systems and negotiating with a dozen owners.
Competing ApplicationsDuplicate technologies bought at different times, each with an internal champion defending it.
No Delivery AgilityThe business asks for something reasonable and the answer is eighteen months.
Vendor Deliverables SlippingContracts in place, dates moving, and nobody internally with the time to hold anyone to them.
What We Actually Do
We work between the systems.
DMS works at the intersection of information, technology, governance and operations. Enterprise Content and Records Management is where our depth is. Master Data Management and Data Architecture are what hold the rest of the estate together, because real organizational problems rarely sit inside one product.
CoverageLine of Business SystemsFinance, HR, asset management, case management, project delivery, whatever the core of the operation actually runs on. We work across all of them rather than inside a single vendor's stack.
OwnershipMaster Data ManagementCustomer, vendor, asset, employee, matter, site. One authoritative definition per entity, one accountable owner, and a published rule for which system wins when two disagree.
StructureData Architecture and IntegrationWhere each entity is created, how it moves, what transforms it along the way, and where it comes to rest. Designed once, so integration stops being a permanent maintenance tax.
Complex problems rarely respect organizational boundaries. Neither do we.
Digital Metamorphosis SolutionsThe Framework
Governance is what makes it hold.
The technology matters. But technology without governance, ownership, usable information and workable processes simply automates the problem. Every architecture decision we make sits inside this frame.
PolicyInformation GovernanceClassification, taxonomy, metadata and retention designed against the obligations you actually operate under rather than against the current org chart. When a function moves, the model does not need rebuilding.
RecordsDefensible DispositionRetention that applies itself by content type, and disposition that actually happens. An estate where nothing is ever destroyed is not a cautious estate. It is an expensive one, and it is a discovery liability every time litigation lands.
AuthoritySingle Source of TruthOne system designated authoritative for each entity and each record class, with every other copy given a defined job that is not record keeping.
Entry Points
Four situations we get called into.
We don't begin with a product. We begin with the problem. These are the four shapes that problem usually arrives in.
The Audit
Retention Nobody Can ProvePolicy says one thing, the systems do another, and the gap only surfaces when a regulator asks. We reconcile the written schedule against what is actually configured, then close the distance between them.The Acquisition
Two Estates, One CompanyBoth are internally consistent and mutually incompatible. We design the target model, decide what merges and what stays separate, and move it without a year of committee.The Sprawl
Three Systems of RecordRepositories, file shares and collaboration sites all holding material that matters. We establish which one is authoritative and give the others a defined job that is not record keeping.The Mandate
Decision Made Above YouSometimes the migration is not up for debate. The work is making sure the record survives the move intact, and that the obligations living in the old system are carried into the new one rather than quietly dropped.Migration & Archiving
Moving the record, not just the file.
A migration that drops metadata, version history, audit trail or permissions has not moved the record. It has moved a copy of a file and left the obligation behind. Archiving is the half of this that stays unplanned until a storage bill, a Legal Hold or an application retirement forces the issue.
AssessmentWhat You Actually HaveInventory before plan. Volume, age, duplication, ownership, content type and obligation, measured across the estate rather than estimated from a sample. Most migration overruns are scoping failures, not technical ones.
DesignTarget Model Before Target PlatformClassification, retention, security and metadata mapped in the destination first. Content is then mapped to the model rather than lifted folder for folder into a structure that repeats the original problem.
ExecutionWhat Has to Survive the MoveMetadata, version history, audit trail, permissions and links carried across and proven by reconciliation rather than by spot check. Phased cutover, with the source placed in read only before it is retired.
ArchivingActive, Inactive, ArchivedA tiering model that decides what stays in the working system, what moves to lower cost archival storage, and what is eligible for disposition. Retention and Legal Hold follow the content into the archive instead of being lost at the boundary.
ArchivingApplication RetirementApplications kept alive only because of the data trapped inside them. We extract the records with their context, place them under the Retention Schedule, and shut the application down, which often pays for the engagement on its own.
ArchivingDefensible DestructionThe end of the lifecycle, evidenced. Disposition run under approved schedules, with certificates, exception handling for holds, and an audit trail showing what was destroyed, when, and under whose authority.
Agreements & Legal
Obligations outlive the signature.
Signature is the visible part, so it gets solved first. What survives execution is the harder problem. Renewal dates, notice periods, indemnity caps, service credits and the commitments your own organization took on all live inside a document nobody has opened since it was signed.
IntakeIntake Is an InboxStructured intake capturing counterparty, value, term and risk category before legal opens anything. Routing is decided on data rather than on whoever happened to read the email first.
LifecycleClause Libraries and PlaybooksStandard positions and pre-approved fallbacks configured so routine agreements move without counsel touching every one, and the agreements that genuinely need review are the ones that reach a lawyer.
ObligationsThe Dates That Cost Money When MissedRenewals, notice windows and milestones extracted at execution and surfaced before they matter. An auto renew nobody noticed is one of the most expensive administrative failures in an organization, and it is entirely preventable.
DiscoveryLegal Hold and eDiscovery That Hold UpHolds that apply and release cleanly, with collection, processing and review scoped so volumes are handled by classification rather than document by document.
IntegrationAgreements Connected to FinanceContract data joined to the records estate, to finance and to the vendor master, so a signed agreement updates the obligation register and the contract file at once instead of being rekeyed into both.
SpecialistsPlatform Specialists on the EngagementContract Lifecycle work is staffed with a dedicated specialist in whichever platform you have standardized on. Configuration depth on that product matters more here than general content management experience does.
Where This Depth Comes From
Two decades of regulated delivery.
Enterprise and government buyers usually arrive here by referral. This is the one place the background leads rather than hides.
RecordsGovernance and eDiscoveryClassification, Retention Schedules, Legal Holds and Defensible Disposition across large document estates in regulated environments.
ContentCapture and Contract LifecycleHigh volume document capture and Intelligent Document Processing, and Contract Lifecycle from intake through renewal and audit.
PlatformsDeep on Few, Fluent Across ManyA small number of enterprise content platforms worked to real configuration depth, plus the Line of Business systems around them. Deep enough to tell you when the platform is not the problem.
Disciplines
Nine disciplines, worked in depth.
These are the areas we are actually called in for. Not a capability matrix. Each one has been delivered end to end inside regulated organizations, and each one is a place an engagement can start.
ArchitectureContent Platform ArchitectureSite and hub design, content types, permission models and Information Architecture that scales past the first year. From file shares nobody can search to a structure that holds when the org chart changes.
GovernanceInformation and Data GovernanceRetention Schedules, Classification Taxonomies, Compliance Frameworks and Records Management programs. The bedrock everything else sits on, built AI ready from the start rather than retrofitted afterward.
RecordsEnterprise Content ManagementContent repositories, metadata schemas, Retention Schedules and Records Lifecycle programs across every major platform, not just the one a vendor wants to sell you.
DataData Architecture and MDMWhere every core data entity lives, who owns it, and how it moves between systems. MDM strategy from a single governed master list for a growing organization up to enterprise grade platforms.
IntegrationSystem to System IntegrationInterfaces between Line of Business applications designed as a deliberate architecture rather than accumulated point to point connections that nobody can safely change.
CaptureIntelligent Capture and AutomationCentralized and decentralized capture, Digital Mail Rooms, Invoice Automation and Intelligent Document Processing. Scanning, classification and metadata extraction feeding straight into the content system.
LegalLegal Support and eDiscoveryContract Lifecycle, eDiscovery and Legal Hold. Collection, processing, analysis, review and production of large volumes of Electronically Stored Information, handled by classification rather than document by document.
AutomationWorkflow and Process AutomationReplacing spreadsheet driven process with automated flows, digital forms and integrated business logic. Approvals, notifications and handoffs that run themselves across the tools already in place.
AIAI Augmented WorkflowsAI readiness assessment, Intelligent Document Processing, AI driven classification, and the move from traditional content management to Intelligent Information Management with analytics.
Alongside these sits application training and a Center of Excellence, because adoption is what decides whether any of the above returns anything. Users and support staff equipped and committed, not trained once and left.
Already Built
Patterns already built and running.
Working patterns rather than concepts. Each one came out of a real engagement and each one can be configured again for a different organization.
Inbound MailDigital MailroomBuilt during the pandemic when nobody could be in the building to open post. A web based workflow for intake and distribution of inbound mail across multiple recipients and locations, under strict security. Instant recipient notification, self registration of mail into the records system, and workflow triggered automatically on arrival.
People And ProcessAutomated OnboardingHire paperwork, training records and certifications brought into one flow with Intelligent Capture and auto classification. Records standards and existing Line of Business data do the work, so manual entry and processing time drop rather than move somewhere else.
Secure ExchangeLegal Deal RoomsVirtual Data Rooms built from applications the organization already owns. Secure document exchange with full audit trails, setup wizards and drag and drop, so stakeholders can view, edit and share from anywhere without the material leaving a controlled environment.
Forms And WorkflowAutomated Claims ProcessingApplications, sales orders, claims and onboarding packets. Intake to approval to archive, with intelligent data extraction and customizable workflow rules, and output in formats the downstream databases already accept.
How We Work
Assessment through managed service.
One accountable path. The people who assessed the problem stay answerable for what gets built on top of it.
01
AssessmentUnderstand the records, the data, the systems, the integrations and the obligations the organization operates under.02
ArchitectureDesign the taxonomy, retention, security model, Master Data and Information Architecture to fit them.03
ImplementationMigrate, integrate, configure and capture, on whichever platforms the organization has standardized on.04
Managed ServiceKeep it healthy. Governance is not a project you finish. It is a standard you hold.Bring us a hard information problem.
Governance, Master Data, an architecture that has outgrown itself, or a migration nobody wants to own. We will tell you plainly what it takes to make it defensible.
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