Bright modern enterprise office where teams work across connected digital systems
ALFO by FileVision

From paper-based processes to intelligent digital operations.

The intelligent enterprise content, process & AI platform.

Manage information. Automate processes. Accelerate decisions. Transform business. ALFO unifies content, workflow, contracts, digital forms, eSignatures, CRM, records governance, AI-assisted knowledge and analytics — without forcing your organization to replace the systems it already trusts.

  • Microsoft optimized
  • Platform neutral
  • Configurable, not hard-coded
  • Cloud or on-premises

Why ALFO

One governed platform

Content, process, applications, AI and analytics.

Modular adoption

Start with one workflow and expand across the enterprise.

Protect existing investments

Extend SharePoint, Microsoft 365, ERP and line-of-business systems.

Deployment choice

SaaS, private cloud, enterprise cloud or on-premises.

Digital transformation that reaches operations

Replace fragmented work—not every system.

01

Capture information once

Bring paper, email, forms, scanned documents, files and system data into controlled digital processes with classification and metadata from the start.

02

Move work automatically

Route approvals, tasks, exceptions and escalations using business rules, timers, delegation, service levels and reusable workflow patterns.

03

Connect the complete business record

Link documents, forms, communications, contracts, cases, people, vendors and transactions into one contextual view.

04

Govern every action

Preserve identity, access, versions, approvals, acknowledgements, retention, legal holds and audit history across the information lifecycle.

Platform architecture

A layered platform—not another silo.

ALFO sits above existing repositories and business systems as the configurable content, process, application and intelligence layer. It can complement SharePoint and Microsoft 365 or operate as a complete stand-alone platform.

Experience layer

Responsive browser, mobile and Microsoft-connected experiences for employees, partners and external users.

Fluent-ready UX

Content & business services

Documents, records, contracts, CRM, cases, forms, eSignatures and reusable application components.

Modular services

Workflow & rules engine

Visual process design, routing, approvals, exceptions, escalations, timers, delegation and service levels.

Automation

AI & analytics layer

Governed search, summaries, comparison, extraction, recommendations, operational dashboards and Power BI reporting.

Grounded intelligence

Integration layer

Microsoft Graph, supported APIs, connectors, events, Power Automate and Azure integration services for loose, governed coupling.

ERP neutral

Security, governance & data foundation

Entra ID, MFA, role-based access, encryption, audit, retention and governed storage across ALFO and connected repositories.

Trust by design
ALFO digital operations cockpit — a document captured, an approval routed and a record governed, alongside one view of work and end-to-end governance
Preserve and extend

Your information stays useful wherever it lives.

ALFO connects content and data across Microsoft and enterprise systems, while adding the workflows, controls and applications that turn repositories into operational solutions.

Existing systems
Microsoft 365 · SharePoint · ERP · data stores
ALFO
Content · process · apps · AI · governance
  • Connect through supported interfaces rather than brittle direct database coupling.
  • Adopt by department, process or enterprise program without a forced rip-and-replace.
  • Maintain one governed audit history across content, tasks, approvals and decisions.
See the platform
Core capabilities

Everything information-intensive work requires.

Deploy the capabilities you need now and add more on the same governed foundation as priorities expand.

Enterprise content management

Capture, classify, index and control the documents and unstructured content that hold the organisation together.

ECMOCRSearch

Workflow automation

Model, automate and refine multi-step processes with best-practice templates, SLAs and rules-driven routing.

BPMRulesSLA

Digital forms & eSignatures

Design mobile-ready forms and capture legally binding signatures inside the same governed workflow.

FormsSignMobile

Contract lifecycle management

Author, negotiate, sign and track every obligation, renewal and clause from a single controlled repository.

CLMObligationsRenewals

CRM & case management

Unify relationships, interactions and cases across the full lifecycle so every team acts from a 360° view.

CRMCases360° View

Records governance

Retention, legal hold, disposition and complete audit history built in from day one — not bolted on later.

RetentionLegal HoldAudit

AI knowledge intelligence

Ground AI assistants in your own governed content for answers, extraction and knowledge search you can trust.

CopilotGrounded AIExtraction

Analytics & Power BI

Role-based dashboards, KPIs and scorecards drawn from the same governed store — ready for Power BI and Fabric.

Power BIKPIsScorecards
ALFO extends the Microsoft estate — SharePoint, Teams, OneDrive, Outlook, Entra ID and Power BI — into operational work
Microsoft optimized. Platform neutral.

Extend the Microsoft estate into operational work.

ALFO complements Microsoft 365 and SharePoint with enterprise content, workflow, contracts, records, CRM, eSignatures and AI—while remaining open to ERP and line-of-business systems outside Microsoft.

  • SharePoint, Teams, OneDrive and Outlook — Connect content and work through Microsoft Graph and governed integration patterns.
  • Entra ID identity and access — Use single sign-on, MFA and role-based controls across the user experience.
  • Power BI and Microsoft Fabric readiness — Surface operational data, governed metrics and executive scorecards without duplicating the workflow engine.
  • Optional Dataverse, Dynamics and Power Automate integration — Use connectors where they add value while ALFO retains its own content, workflow, CRM and application capabilities.
Discuss Microsoft architecture
Configured solutions

Start with a proven application. Configure the exact fit.

ALFO solution packs combine reusable forms, workflows, rules, dashboards and governance controls. They provide a practical starting point without locking the organization into a rigid, one-purpose product.

Finance

Accounts payable automation

Digitize invoice receipt, capture, validation, coding, matching, approval, exception handling and ERP handoff.

  • Email, scan and portal intake
  • Approval rules and delegation
  • Operational visibility and audit
Legal

Contract lifecycle management

Control the contract process from request and drafting through approvals, signatures, obligations, renewals and closeout.

  • Clause and template governance
  • Obligation and renewal tracking
  • Contract intelligence and search
Governance

Policy and records management

Manage drafting, review, publication, acknowledgement, retention, legal holds and evidentiary history.

  • Policy lifecycle workflows
  • Enterprise acknowledgement
  • Retention and disposition controls
People

HR onboarding and employee files

Coordinate offers, documentation, checks, equipment, approvals, policy acknowledgement and governed employee records.

  • Digital onboarding packets
  • Cross-department task orchestration
  • Expiration and renewal alerts
Procurement

Procurement and vendor management

Connect requisitions, approvals, sourcing, purchase documentation, supplier records and compliance evidence.

  • Requisition-to-approval workflow
  • Supplier documents and expirations
  • Contract and purchasing visibility
Service

Case and constituent management

Manage requests, complaints, claims, investigations or service cases with a complete record of content, communications and decisions.

  • External intake and digital forms
  • Assignments, queues and service levels
  • Full contextual case history
Industry applications

Configured for regulated and information-intensive organizations.

ALFO provides a shared platform while allowing the forms, terminology, workflow, records and security model to reflect each operating environment.

Healthcare

Digitize non-clinical and administrative information processes without attempting to replace core clinical systems. ALFO can connect provider, policy, contract, credentialing-support, HR, finance and operational records to governed workflows.

Provider and staff files

Documents, expirations, reviews and workflow support

Contract and vendor governance

Agreements, obligations, evidence and renewals

Policy administration

Drafting, approvals, publication and acknowledgement

Operational forms

Secure intake, routing, signatures and audit history

Government and public sector

Provide transparent, auditable digital services while preserving records discipline across agencies, departments and external participants.

Constituent and case services

Requests, complaints, applications and investigations

Procurement and grants

Approvals, vendor files, agreements and evidence

FOIA and records workflows

Search, review, redaction, release and retention

Inter-agency coordination

Controlled collaboration and complete audit history

Public and community housing

Move tenant, property, inspection, procurement and administrative processes from paper and shared drives into a connected digital operating environment.

Electronic tenant records

Organized files, forms, communications and history

Procurement and AP

Requests, approvals, invoices and vendor documents

Inspections and field intake

Mobile forms, photos, routing and follow-up

Retention and audit readiness

Governed records, evidence and disposition

Financial services

Connect customer onboarding, KYC documentation, lending, contracts and servicing work with the governance and auditability expected in regulated environments.

Client onboarding

Document collection, review and approvals

Contract obligations

Renewals, commitments and exception alerts

Loan and account files

Contextual content and controlled workflows

Records governance

Retention, holds, access and evidence

Manufacturing

Control engineering, quality, supplier and operational information across sites without disconnecting documents from the business processes they support.

Engineering change control

Documents, approvals, releases and history

Quality records

Evidence, reviews, corrective workflows and audit

Supplier documentation

Qualifications, certificates and expirations

Procurement and AP

Connected sourcing, orders and invoices

Education

Manage student, faculty, accreditation, policy, contract and administrative information with configurable workflows and role-based access.

Admissions and student records

Intake, documentation and case routing

Accreditation evidence

Controlled documents and evidentiary history

Faculty and HR files

Onboarding, credentials and expirations

Contracts and procurement

Approvals, obligations and supplier files

Governance by design

Trust cannot be added after deployment.

ALFO embeds identity, access, evidence and information lifecycle controls into the platform architecture so governance follows the work—not a separate checklist after the fact.

  • Role-based access, MFA and single sign-on through enterprise identity.
  • Complete audit history across versions, workflow, approvals, signatures and decisions.
  • Retention, legal holds, disposition controls and evidentiary records.
  • Tenant isolation, encryption, logging, backups and deployment governance.

Identity & access

SSO, MFA, roles, groups and least-privilege access.

Audit evidence

Versions, approvals, acknowledgements, signatures and history.

Security controls

Encryption, isolation, key management and operational logging.

Information lifecycle

Retention, legal holds, disposition and defensible records.

A practical path to value

Configure. Validate. Deploy. Expand.

Begin with a defined use case, prove the operating model with real users and reuse the same platform foundation for each additional process.

01

Discover

Map the process, information, roles, controls, integrations and success measures.

02

Configure

Build forms, workflow, rules, metadata, security, dashboards and integration patterns.

03

Validate

Pilot with real content and users, refine the experience and confirm governance.

04

Scale

Deploy, train, measure adoption and extend the platform to the next priority.

See ALFO in your environment

Turn one difficult process into the foundation for enterprise transformation. Schedule a discovery session, request a demonstration using your use case, or discuss deployment and Microsoft architecture with the FileVision team.