Business analyst reviewing operational dashboards on a large monitor
Core capabilities

Everything information-intensive work requires

Eight capability areas on one governed foundation — content, workflow, forms, contracts, CRM, records, AI and analytics. Deploy what you need now and add the rest without rebuilding.

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.

  • Multi-channel capture from scan, email, portal and system feeds
  • Automatic classification, metadata and full-text indexing
  • Version control, renditions and controlled distribution
ECMOCRSearch

Workflow automation

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

  • Visual process design with reusable workflow patterns
  • Timers, delegation, escalation and exception handling
  • Service levels measured against every step
BPMRulesSLA

Digital forms & eSignatures

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

  • Responsive forms for internal, field and external users
  • Conditional logic, validation and pre-populated data
  • Signature capture with a complete evidentiary trail
FormsSignMobile

Contract lifecycle management

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

  • Clause libraries and governed template control
  • Request, drafting, negotiation and approval workflow
  • Obligation, milestone and renewal tracking with alerts
CLMObligationsRenewals

CRM & case management

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

  • Contact, organisation and relationship records
  • Queues, assignment rules and service levels
  • Full contextual history of content and communications
CRMCases360° View

Records governance

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

  • Retention schedules applied by classification
  • Legal holds that suspend disposition on demand
  • Defensible disposition with evidentiary records
RetentionLegal HoldAudit

AI knowledge intelligence

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

  • Answers grounded in your own permissioned content
  • Summarisation, comparison and field extraction
  • Access controls respected at query time
CopilotGrounded AIExtraction

Analytics & Power BI

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

  • Operational dashboards for queues, ageing and SLAs
  • Executive scorecards across processes and departments
  • Power BI and Microsoft Fabric ready data models
Power BIKPIsScorecards
Analyst reviewing operational dashboards on a large monitor in a modern office
Modular adoption

Start with one workflow. Expand across the enterprise.

Every capability runs on the same governed foundation, so a second and third process reuse the identity model, audit history, metadata and integration work already delivered by the first.

  • No duplicated foundations — one security model, one audit history, one metadata catalogue.
  • Compounding delivery speed — reusable forms, rules and workflow patterns across departments.
  • Predictable expansion — add capabilities as budget and priorities allow, not all at once.
See the delivery path

See these capabilities against your own process

Bring one difficult process to a working session and we will show the capabilities that apply to it.