Enterprise content management that runs on the systems you already own.

Most ECM projects start by replacing your stack. We start by reading it. If your records live in SharePoint, a legacy database, or an ERP nobody wants to touch, that's the foundation we build on.

The filing cabinet moved. The problem didn't.

  • Retention you can't defend.

    You have a policy. Whether it's being followed across every folder, inbox and shared drive is a separate question, and you usually find out during an audit or a records request.

  • Approvals that stall in someone's inbox.

    Documents route by habit. When the person who knew the habit leaves, the process doesn't fail loudly. It just gets slower until someone complains.

  • Search that only works if you already know where it is.

    Keyword search finds documents. It doesn't find answers, and it doesn't tell you what you're missing.

You're probably paying to store content nobody should be keeping.

ROT analysis.Redundant, obsolete, and trivial content piles up quietly. Fourteen versions of the same policy. Vendor files from a contract that ended in 2019. Drafts, exports, and duplicates that were never anyone’s job to clean up.

ROT costs you storage. It’s also the reason search returns the wrong document, the reason retention schedules are unenforceable, and the reason a records request takes three weeks instead of three days.

We start with a ROT analysis of your actual environment, with no sampling or estimates: what you have, what’s duplicated, what has aged past its retention period, and what can be defensibly disposed of.

What you walk away with

  • A defensible inventory of what exists and where
  • Duplicate and near-duplicate identification across systems
  • Content aged past retention, flagged with the schedule it violates
  • A disposition plan your counsel can sign off on

For most organizations this is the first time anyone has seen the whole picture. It’s also where the business case for the rest of the work comes from.

We build directly on your back end.

We assess what you have and map how content really moves through your organization, which is rarely how the policy says it does. Then we build the classification, routing, and retention layer directly into your existing environment. Microsoft 365 and SharePoint most often. ERP, CRM, and legacy databases where that's where the content lives.

  • No platform migration.
  • No parallel system for people to ignore.
  • No licensing conversation you didn't ask for.

The lifecycle runs itself. You keep the decisions.

Where AI fits. Content governance fails because it depends on people remembering to do unrewarding work.

Classification and tagging

Content is tagged against your retention schedule as it arrives, so nobody has to catch it months later.

Version control

One authoritative record, with prior versions kept and traceable instead of scattered across folders and inboxes.

Retention and disposition

The system tracks what has aged out, stages it for archive or deletion, and holds it for approval. Nothing is disposed of without a human signing off, and every action is logged.

Search and retrieval

Questions answered across the document set, with citations back to the source record.

Extraction from forms and invoices and exception flagging in approval workflows are both available. We scope those to what you need instead of turning everything on.

Every action the system takes traces to a source document and a named approver. If your auditors or your general counsel ask why, there’s an answer.

Currently in the field.

  • A Virginia state agency

    Content governance on their existing environment, with no migration to something new.

    The engagement began with a full ROT analysis of the content they already hold.

Government records work sets the bar. Retention schedules are statutory, disposition has to be defensible, and public records requests don’t wait for a better system. What holds up there works for a fifty-person business.

Where this works

  • You already own a content platform and aren't getting value from it
  • Retention or records compliance is a real exposure you can name
  • Content lives across several systems that don't talk to each other
  • Someone internally will own the process after we hand it off

If you’re shopping for a platform, we’re not the right call. We work on what you already have.

What people ask before the fit call.

No. We build on the systems you already own: Microsoft 365 and SharePoint most often, and ERP, CRM, and legacy databases where that's where your content lives. There's no platform migration, no parallel system for your team to ignore, and no licensing conversation you didn't ask for.

ROT stands for redundant, obsolete, and trivial content. A ROT analysis inventories your actual environment, with no sampling or estimates. It shows what you have, what's duplicated, what has aged past its retention period, and what can be defensibly disposed of. For most organizations it's the first time anyone has seen the whole picture.

No. The system tracks what has aged out, stages it for archive or deletion, and holds it for approval. Nothing is disposed of without a human signing off, and every action is logged.

Every action the system takes traces to a source document and a named approver. Content is tagged against your retention schedule as it arrives, and disposition follows a plan your counsel can sign off on. If your auditors or your general counsel ask why something was kept or disposed of, there's an answer.

AI handles the unrewarding work that governance usually depends on people remembering to do: classification and tagging, version control, retention tracking, and search that answers questions with citations back to the source record. Extraction from forms and invoices and exception flagging in approval workflows are also available. We scope those to what you need instead of turning everything on.

No. Government records work sets the bar because retention schedules are statutory, disposition has to be defensible, and public records requests don't wait for a better system. What holds up there works for a fifty-person business.

The lifecycle is built into your system so it happens by default, without depending on someone remembering. That's why one of the things we look for before we start is someone on your side who'll own the process after we hand it off.

It's a 30-minute conversation about your environment and where content is causing you problems. It tells us whether there's a build here. If there isn't, we'll say so. And if you're shopping for a new platform, we're not the right call.

Practical AI

Put AI to work where it actually moves the needle.

Practical Systems

Apps and automation built around how your team works.

OT Operational Resilience

Keep critical services running when operational technology is under pressure.

Start with an assessment of what you already own.

A 30-minute call tells us whether there's a build here. If there isn't, we'll say so.

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