Transforming how your
Enterprise Works
Comprehensive enterprise solutions tailored to optimize the creation, capture, utilization, and lifecycle management of your information assets — across every platform, every system, every challenge.
Solutions & Operational Support
for Your Enterprise Systems
Innovative Solutions for
the Modern Enterprise
Every business is unique. We take the time to understand your specific needs and challenges, then develop tailored solutions that meet your requirements — across all enterprise content platforms.
SharePoint Online Architecture
Strategic hub design, governance frameworks, and information architecture that scales. From chaotic file shares to structured, searchable knowledge systems.
Information & Data Governance
Retention schedules, classification taxonomies, compliance frameworks, and records management programs — the bedrock that makes everything else possible. We build IG frameworks that are AI-ready from day one.
Power Platform Automation
Replace spreadsheet-driven processes with intelligent workflows. Power Automate flows, Power Apps solutions, and integrated business logic that runs itself.
Enterprise Content & Records Management
Expert content and records management across all major platforms. We design, implement, and optimize content repositories, metadata schemas, retention schedules, and records lifecycle programs that keep your organization compliant and efficient.
Legal Support, CLM & eDiscovery
Contract Lifecycle Management, eDiscovery solutions, and legal hold workflows. We streamline the collection, processing, analysis, review, classification and production of massive amounts of electronically stored information — replacing prohibitively slow document-by-document review with automated approaches.
Intelligent Capture & Automation
Centralized and decentralized capture solutions, digital mail rooms, invoice automation, and intelligent document processing. EzeScan-powered scanning, classification, and metadata extraction that feeds directly into your enterprise content systems.
Cloud & Legacy System Migrations
Guiding enterprises through the complexities of migrating from legacy systems — OpenText, Documentum, file shares — to modern cloud-based solutions. Seamless transitions with metadata preservation, content mapping, and minimal downtime.
AI-Augmented Workflows
Prepare your organization for the AI era. Copilot readiness assessments, intelligent document processing, AI-driven classification, and the transition from traditional content management to Intelligent Information Management (IIM) with analytics and machine learning.
Application Training & Center of Excellence
Elevate your application adoption with specialized training and a dedicated Center of Excellence. Our approach ensures your users and support staff are not only equipped but fully committed — driving swift ROI and meeting your KPIs with precision.
Data Architecture & Master Data Management
Define where every core data entity lives, who owns it, and how it flows between systems. We build MDM strategies from the ground up — starting with SharePoint-based master lists for growing organizations, then scaling to enterprise-grade platforms as your data maturity grows.
From Complexity to Clarity
Reduce Your Application Portfolio
Consolidate enterprise applications with a focus on integration, security and risk management. We help you eliminate duplicative technologies and build a roadmap to maximize efficiency, increase productivity, and deliver results to clients and business partners faster and at lower cost.
Content Management to Intelligent Information Management
Transition from traditional content management to IIM — a modern information toolkit that digitalizes core processes, automates compliance and governance, and leverages analytics and machine learning. We help you navigate the evolution and choose what's best for your organization.
Support Digitization & Your Distributed Workforce
Support your organization's growing necessity for digitization and self-service — internally and externally. We help distributed workforces keep pace with highly regulated and collaborative processes, mitigating strain and enabling enterprise-wide consistency regardless of where your teams sit.
Just a Few of Our Solutions
From digitizing your mailroom to automating complex claims processing, our solutions are tailored to transform document-centric processes.
Digital Mailroom
Born from pandemic challenges, our Digital Mail Room (DMR) is a web-based, end-to-end workflow that facilitates efficient intake and distribution of inbound mail within businesses — maintaining the strictest security standards.
Automated Onboarding
Streamline your onboarding process with advanced automation capabilities. Our solutions minimize paperwork — potentially eliminating it entirely — to seamlessly unite people, processes, and technology. Transition from paper to digital effortlessly.
Legal Deal Rooms & Litigation Support
Create secure Virtual Data Rooms (VDR) using your existing applications. Our online deal room solution provides secure document exchange with setup wizards and drag-and-drop functionality — empowering stakeholders to view, edit, and share documents from anywhere on any device.
Automated Sales & Claims Processing
Automate the processing of applications, sales orders, claims, onboarding packets, and virtually any form-driven workflow. From intake to approval to archive, we eliminate manual data entry and route information where it needs to go — fast.
How We Work with You
Enterprise Assessments
Comprehensive audits of your current content management landscape — all platforms, all gaps, all opportunities. We map what's broken and what's possible across your entire enterprise.
Solution Architecture
Design your target-state architecture — platform selection, integration strategies, governance frameworks, and an actionable roadmap with clear milestones.
Implementation & Migration
Iterative build with regular demos. We configure, migrate, automate, and train — never throwing solutions over a wall. Your team is involved at every step.
Managed Services & Outsourcing
From outsourcing accounts payable and document processing to mailroom services and beyond. Whether it's a temporary spike in demand or a complete overhaul of ongoing operations, we deliver seamless back-office automation across supplier invoices, HR onboarding, medical forms, timesheets, freight bills, and more.
Project Management & Business Analysis
A project manager with business analysis skills is like a multi-tool. We don't just manage timelines — we deeply understand your business goals, gather and validate requirements, manage vendor relationships, bridge technical and executive teams, and ensure every project delivers real business value. From scheduling and budgeting to risk management, stakeholder communication, UAT, and post-implementation review.
Digital Transformation
Identifying digital opportunities, managing organizational change, and navigating disruption with a human-centered approach. IDP, IDA, and RPA expertise combined with journey mapping, process redesign, and strategic innovation — ensuring technology adoption that your people actually embrace.
Challenges We Solve Every Day
Operating in a decentralized model and need to centralize?
Trying to support a distributed workforce?
Finding it difficult to do anything enterprise-wide?
Need to consolidate competing IT applications in your portfolio?
Want to increase agility in delivering business solutions?
Need to redeploy IT resources and applications?
Need a secure hub for critical data?
Struggling to navigate vendor relationships and deliverables?
Jessica Nilsen
A visionary Technical Program Leader and Business Solutions Consultant with over 20 years in Enterprise Content Management and Information Governance. I bridge the gap between technical teams and non-technical leadership — translating complex technological concepts into clear, actionable business strategies that keep all stakeholders aligned throughout the transformation process.
From spearheading enterprise-wide ECM implementations and designing digital mail delivery systems during COVID-19 to building comprehensive information governance programs and leading offshore development teams — I take a holistic approach that touches IT infrastructure, legal compliance, and operational efficiency simultaneously.
Today, I provide end-to-end solutions spanning ECM, records management, CLM, eDiscovery, intelligent capture, cloud migrations, and AI-augmented workflows. Whether you need a full enterprise assessment or hands-on implementation support, I bring the same depth of expertise and commitment to every engagement.
The Right Expertise for
Every Engagement
We assemble tailored teams from our network of seasoned professionals — each bringing deep specialization to ensure your project gets exactly the expertise it needs.
Jessica Nilsen
20+ years leading enterprise content management, information governance, and large-scale digital transformation programs across regulated industries. Expert solution architect across OpenText, SharePoint, EzeScan, DocuSign/CLM, and Power Platform — with a proven track record of bridging technical teams and executive leadership to deliver measurable results.
Christopher Perram, MBA
Over 30 years and 50+ engagements across energy, utilities, government, mining, and insurance — Chris is a seasoned IM/IT management consultant specializing in information governance strategy, file plan development, metadata taxonomy design, retention schedules, and ECM implementations across OpenText, SharePoint, and Documentum. An active public speaker and workshop facilitator, he brings deep expertise in business process mapping, change management, and classification structures that have transformed organizations from Apache Corporation and Salt River Project to Health Canada, Enbridge Pipelines, and BHP Billiton. MBA, University of Ottawa.
Vishal Bhardwaj
Deep specialization in DocuSign implementation, CLM configuration, and agreement workflow automation. Expert in integrating digital signature and contract lifecycle solutions into enterprise ecosystems.
Our network continues to grow — additional specialists in project management, business analysis & records management, and cloud engineering join us per engagement to ensure full coverage across your enterprise needs.
Conversations on Enterprise
Content & Transformation
Real talk about ECM, information governance, digital transformation, and the evolving technology landscape. Industry perspectives from practitioners who've been in the trenches.
We're preparing our first episodes. Stay tuned!
Ready to Transform?
Start with a complimentary needs assessment. We'll evaluate your current enterprise landscape, identify quick wins, and outline a path forward — across all your content systems and platforms.