AI-Powered Enterprise Solutions Across Industries and Domains

1. Assertec – All-in-One ECM & BPM for Government

Governments and public sector agencies typically handle vast volumes of records, regulations, citizen requests, and inter-agency workflows. Assertec addresses this with:

• Centralized Document Management

Store, manage, and retrieve documents from different departments—such as licensing, permits, contracts, and legislative records—in a unified repository.

• Automated Workflows

Manage approval cycles, citizen service requests, policy reviews, and compliance checks without manual follow-ups.

• Records Management & Compliance

Meet statutory requirements for record retention, FOIA requests, and archival policies.

• Case Management

Handle investigations, benefits processing, and public complaints with structured case workflows.

• Citizen-Facing Portals

Enable online applications, self-service document requests, and automated status tracking.

 

2. Assertant AI Agent – Intelligent Automation Layer

The AI Agent enhances government processes with intelligence and automation:

• Document Understanding & Classification

Automatically detect and tag incoming forms, applications, and correspondence, routing them to the right departments.

• Data Extraction & Validation

Pull structured data from unstructured formats (e.g., PDF forms, scanned ID documents) for faster service delivery.

• Regulatory Compliance Monitoring

Continuously monitor content against legal and policy requirements, flagging risks before they escalate.

• Predictive Insights

Use historical data to predict workload peaks (e.g., tax season, license renewals) and optimize resources.

• Multilingual Processing

Support communication in multiple languages, crucial for diverse populations.

 

3. Assertgin – AI-Integrated Data Migration for Government

Government agencies often face the challenge of migrating from outdated legacy systems to modern platforms without disrupting operations. Assertgin makes this smoother:

• Secure & Compliant Migration

Ensure sensitive citizen data and classified documents are migrated securely, maintaining chain-of-custody and audit trails.

• Automated Data Cleansing

Identify and remove duplicates, fix broken metadata, and standardize records before migration.

• Incremental & Continuous Migration

Migrate in phases without service downtime, ensuring uninterrupted public services.

• Reconciliation & Verification

AI-driven reconciliation ensures migrated data matches the source exactly, with integrity checks and compliance reports.

• Integration with Assertec

Direct migration into Assertec’s ECM/BPM environment, allowing agencies to immediately benefit from improved workflows and AI-powered insights.

 

Overall Value for Government & Public Sector

By combining Assertec for daily operations, Assertant AI Agent for intelligent decision-making, and Assertgin for smooth and secure migration, public agencies can:

• Improve citizen service delivery with faster processing and transparent tracking.
• Reduce operational costs by consolidating systems and vendors.
• Ensure compliance and audit readiness across all content.
• Increase productivity and staff efficiency through automation.
• Lay a future-proof foundation for AI-driven public administration.

Transforming Financial Operations with AI-Driven ECM, BPM & Migration Solutions

The Banking and Financial Services sector operates in one of the most regulated, fast-paced, and competitive environments in the world. Every day, institutions handle vast amounts of sensitive customer data, transaction records, regulatory documents, and complex workflows — all while maintaining strict compliance with industry standards such as KYC, AML, GDPR, Basel III, and PCI-DSS.

Despite heavy investments in technology, many banks still face:

• Fragmented systems across departments and branches, leading to inefficiency and delays
• Manual processes that slow customer onboarding, loan approvals, and compliance checks
• Data silos that limit visibility and decision-making speed
• Regulatory pressure and increasing costs of compliance
• Customer expectations for faster, fully digital banking experiences

Assertant’s suite — Assertec, Assertant AI Agent, and Assertgin — addresses these challenges head-on, enabling banks to streamline operations, strengthen compliance, and deliver superior customer experiences.

 

1. Assertec – Unified ECM & BPM for Financial Institutions

A single platform for managing content, automating workflows, and meeting compliance obligations.

Core Capabilities:

• Centralized Document Repository – Securely store customer records, loan applications, contracts, statements, and compliance documentation in one place.
• Automated Workflows – Digitize and automate processes like loan origination, mortgage approvals, account opening, and fraud investigation.
• Compliance-First Architecture – Built-in retention schedules, access controls, and audit trails to meet banking regulations and data residency laws.
• Content Analytics – AI-driven insights for customer behavior analysis, transaction pattern monitoring, and operational efficiency tracking.
• Digital Customer Interaction – Enable e-signatures, secure document uploads, and self-service portals for faster turnaround times.

Example Use Cases:

• Loan and mortgage processing reduced from weeks to days
• KYC verification workflows automated to cut manual review time by 70%
• Internal audit preparation reduced from months to weeks

2. Assertant AI Agent – Intelligent Document & Workflow Automation

AI-powered automation to extract, analyze, classify, and validate banking documents with unmatched accuracy.

Key Features:

• Smart Document Classification – Automatically sort financial statements, ID documents, loan agreements, and regulatory forms.
• Data Extraction & Verification – Read and validate key fields such as account numbers, payment histories, and client identities.
• Anomaly Detection – Identify missing or suspicious data points that may indicate fraud or errors.
• Predictive Processing – Anticipate workflow bottlenecks and dynamically allocate resources to maintain SLAs.
• Multilingual Support – Process documents and communicate with customers across different regions and languages.

Example Impact:

• Cut fraud investigation times in half by flagging incomplete or suspicious documents early
• Accelerated account opening processes to improve customer satisfaction and retention

3. Assertgin – Intelligent Data Migration for the Financial Sector

Migrating legacy data in banking is not just a technical task — it’s a compliance-critical operation. Assertgin ensures secure, accurate, and regulation-compliant migration of financial records.

Core Advantages:

• Legacy System Offload – Migrate from outdated banking systems, ECMs, or in-house databases to Assertec with zero downtime.
• Data Cleansing & Normalization – Eliminate duplicates, correct inconsistencies, and align formats for better reporting.
• Compliance-Preserved Migration – Full migration audit logs, chain-of-custody tracking, and adherence to banking data residency requirements.
• Accelerated Deployment – Large-scale migrations completed faster without compromising accuracy.

Example Impact:

• Reduced core system migration from 12 months to 6 months while maintaining 100% compliance readiness
• Consolidated multiple departmental document repositories into a single unified platform

Strategic Benefits for Banking & Financial Services

• Regulatory Readiness – Always audit-ready with automated compliance and reporting tools
• Operational Efficiency – Replace multiple vendors and tools with a single, integrated solution
• Risk Reduction – Minimize human error and ensure data security through AI-driven automation
• Cost Savings – Reduce IT maintenance, vendor contracts, and operational delays
• Customer-Centric Banking – Faster onboarding, loan processing, and service delivery for higher customer satisfaction

AI-Driven ECM, BPM & Data Migration for Better Patient Care, Compliance, and Research

The Healthcare and Life Sciences industry operates in a high-stakes environment where data accuracy, security, and compliance are literally matters of life and death. From patient medical records to clinical trial data, healthcare organizations must manage a vast volume of sensitive information — all while complying with strict regulations such as HIPAA, HITECH, FDA 21 CFR Part 11, GDPR, and regional healthcare data protection laws.

The sector is also under pressure to:

• Digitally transform legacy paper and siloed record systems
• Ensure real-time access to accurate patient information across multiple facilities
• Meet strict audit and reporting requirements
• Reduce administrative burdens so that more time is spent on patient care rather than paperwork
• Enable secure data sharing between providers, insurers, researchers, and patients
• Support AI-driven medical research and analytics

Assertant’s product suite — Assertec, Assertant AI Agent, and Assertgin — addresses these challenges by streamlining healthcare content management, automating compliance workflows, and enabling secure, compliant data migration for hospitals, clinics, insurers, and research organizations.

1. Assertec – Secure ECM & BPM for Healthcare Operations

A unified platform for managing patient records, medical imaging files, research data, insurance claims, and regulatory documentation.

Core Capabilities:

• Centralized Patient & Clinical Data Repository – Consolidate EMRs, lab results, imaging files (X-rays, MRIs), treatment notes, and consent forms into a secure, HIPAA-compliant system.
• Automated Clinical & Administrative Workflows – Digitize and automate patient admissions, discharge processes, claims approvals, and lab result distribution.
• Built-In Compliance Tools – Retention schedules, audit trails, role-based access controls, and encryption to meet healthcare privacy laws.
• Integrated Collaboration – Enable physicians, nurses, specialists, and insurers to securely share relevant patient data in real time.
• Content Analytics – Track treatment trends, identify workflow bottlenecks, and analyze population health data for better decision-making.

Example Use Cases:

• Reduce patient intake paperwork from hours to minutes
• Enable faster insurance claims processing through automation
• Provide secure and instant access to critical lab results across departments

2. Assertant AI Agent – Intelligent Medical Data Processing & Analysis

AI-powered automation for healthcare document classification, data extraction, and intelligent workflow routing.

Key Features:

• Automated Medical Document Classification – Organize and categorize EMRs, imaging reports, lab results, and insurance forms instantly.
• Data Extraction & Validation – Read patient details, diagnostic codes, treatment plans, and billing data from structured and unstructured documents.
• Anomaly & Error Detection – Identify missing test results, mismatched patient identifiers, or incomplete forms before they cause delays.
• Predictive Workflow Optimization – Anticipate peak times for admissions, lab work, or claims processing and adjust resources accordingly.
• Clinical Research Support – Tag and organize large datasets for AI-driven clinical studies and drug trials.
• Multilingual Processing – Support for multiple languages to accommodate international patients and research collaborations.

Example Impact:

• Reduced medical coding errors by up to 60% through automated data validation
• Accelerated patient referral processing, improving care coordination between facilities

3. Assertgin – Secure Data Migration for Healthcare Systems

Migrating healthcare data is a mission-critical process that must ensure patient safety, data integrity, and compliance at every step.

Core Advantages:

• Legacy EMR/EHR Migration – Move from outdated systems or paper archives to Assertec or modern healthcare platforms without losing any data.
• Clinical Imaging Data Transfer – Migrate DICOM and other large imaging formats securely and in compliance with healthcare standards.
• Data Cleansing & Normalization – Eliminate duplicates, correct format inconsistencies, and standardize clinical codes.
• Compliance-Preserved Migration – Maintain complete migration logs, preserve chain-of-custody, and ensure HIPAA/HITECH compliance.
• Minimal Downtime – Keep hospital operations running without disruption during the migration process.

Example Impact:

• Migrated 20+ years of patient records into a unified system in under 6 months while maintaining compliance
• Consolidated research data from multiple labs into one accessible platform for faster clinical trials

Strategic Benefits for Healthcare & Life Sciences

• Improved Patient Outcomes – Enable faster access to complete, accurate patient data at the point of care
• Regulatory Compliance – Stay fully audit-ready for HIPAA, HITECH, FDA, and other global healthcare standards
• Operational Efficiency – Free up staff time for patient care by automating manual paperwork
• Data-Driven Decision Making – Use AI insights to improve care protocols, resource allocation, and research success rates
• Secure Interoperability – Share patient and research data safely across networks and partners without risking breaches

AI-Driven ECM, BPM & Data Migration for Secure, Compliant, and Efficient Legal Operations

The legal and compliance sector faces a unique challenge: managing highly sensitive documents, complex regulatory frameworks, and strict deadlines — often across multiple jurisdictions. Law firms, corporate legal departments, regulatory bodies, and compliance teams must process large volumes of contracts, case files, evidence, and compliance records, all while ensuring absolute confidentiality and audit readiness.

Beyond case management, these teams must:

• Track and enforce retention policies and litigation holds
• Manage version control and maintain authenticity of records
• Provide secure collaboration between attorneys, clients, and regulators
• Respond quickly to audits, investigations, and eDiscovery requests
• Ensure compliance with laws such as GDPR, CCPA, SEC/FINRA rules, SOX, HIPAA, and industry-specific mandates
• Migrate critical records from outdated systems without risk of data loss or breach

Assertant’s product suite — Assertec, Assertant AI Agent, and Assertgin — is purpose-built to solve these challenges by centralizing case documentation, automating compliance workflows, and providing intelligent legal data processing and secure migration tools.

1. Assertec – ECM & BPM Built for Legal Precision and Compliance

A unified platform for managing all legal, regulatory, and compliance documents in a secure, auditable, and workflow-driven environment.

Core Capabilities:

• Case & Matter Management – Store pleadings, contracts, evidence, discovery documents, and correspondence in a single secure repository.
• Automated Workflow Management – Route contracts for review, manage litigation deadlines, and track approval processes with complete audit trails.
• Retention & Disposition Control – Enforce legal hold orders and retention schedules to prevent premature destruction of records.
• Audit-Ready Recordkeeping – Maintain version history, metadata, and time-stamped logs for all document actions.
• Role-Based Security – Restrict access to privileged documents and ensure client confidentiality.
• Collaboration Tools – Allow attorneys, paralegals, compliance officers, and external counsel to work together securely in real time.
• Advanced Search & Retrieval – Locate case files, contract clauses, and evidence instantly, even within scanned or image-based documents.

Example Use Cases:

• Accelerate contract review and approval processes
• Manage discovery requests quickly with AI-enhanced search and tagging
• Maintain defensible legal holds for ongoing litigation

2. Assertant AI Agent – Intelligent Legal & Compliance Data Processing

AI-powered automation designed to process legal and regulatory content at scale, improving accuracy and reducing manual workload.

Key Features:

• Automated Document Classification – Identify and categorize contracts, NDAs, case files, regulatory filings, and correspondence.
• Clause & Obligation Extraction – Pull out key contract terms, deadlines, and compliance obligations automatically.
• eDiscovery Support – Tag, filter, and organize massive document sets for faster legal review.
• Risk & Compliance Monitoring – Flag potential non-compliance issues, missing clauses, or expired agreements before they become legal risks.
• Evidence Verification – Detect inconsistencies in metadata or document authenticity.
• Multilingual Legal Processing – Handle contracts and compliance documents in multiple languages for cross-border matters.
• Regulatory Change Tracking – Monitor and categorize new regulatory publications for quick analysis and integration into compliance programs.

Example Impact:

• Cut contract review times by over 50% using AI-assisted clause extraction
• Reduced compliance audit preparation time from weeks to days

3. Assertgin – Secure Data Migration for Legal & Compliance Systems

Migrating legal and compliance records requires absolute precision — losing or altering a single document could compromise a case or cause regulatory penalties.

Core Advantages:

• Legacy Case Management System Migration – Move from outdated document repositories, litigation databases, or paper archives to Assertec or modern legal platforms.
• Metadata Preservation – Maintain original timestamps, authorship details, and chain-of-custody for legal defensibility.
• Data Cleansing & Deduplication – Remove redundant files, standardize naming conventions, and ensure document authenticity.
• Compliance-Preserved Migration – Full migration logs, audit trails, and encryption to meet legal and regulatory standards.
• Minimal Downtime – Transition systems without disrupting ongoing legal cases or compliance operations.

Example Impact:

• Migrated 15 years of litigation records to a unified ECM with zero data loss
• Consolidated multi-jurisdictional compliance archives into one searchable, secure platform

Strategic Benefits for Legal & Compliance Teams

• Greater Efficiency – Reduce time spent on manual review, filing, and searching for documents
• Audit & Litigation Readiness – Be prepared to respond to discovery requests and regulatory inquiries immediately
• Improved Risk Management – Identify compliance gaps and legal risks proactively
• Data Security & Confidentiality – Protect sensitive information against unauthorized access or breaches
• Future-Proof Legal Operations – Migrate from outdated systems without losing critical legal and compliance records

AI-Driven ECM, BPM & Migration for Claims, Policy, and Regulatory Efficiency

The insurance industry is inherently document- and process-heavy, with vast amounts of policy paperwork, claims documentation, regulatory filings, underwriting records, and customer communications flowing through multiple departments. Insurers face constant pressure to process claims faster, maintain compliance with changing regulations, protect customer data, and deliver exceptional service while reducing operational costs.

Challenges include:

• Managing massive document volumes from multiple channels — email, scanned forms, call center notes, third-party reports
• Ensuring compliance with strict regulations like NAIC Model Laws, GDPR, HIPAA (for health-related coverage), and state-specific mandates
• Maintaining secure, auditable records for years due to retention requirements
• Accelerating claims processing to improve customer satisfaction and reduce leakage
• Integrating legacy systems during mergers, acquisitions, or modernization efforts without disrupting service
• Quickly retrieving documentation during audits, disputes, or fraud investigations

Assertant’s ecosystem — Assertec, Assertant AI Agent, and Assertgin — is designed to address these demands with centralized content management, AI-powered automation, and secure data migration to ensure that insurers can operate efficiently, remain compliant, and deliver better outcomes for policyholders.

1. Assertec – ECM & BPM for Insurance Operations

A robust, AI-enabled Enterprise Content and Business Process Management platform that streamlines policy administration, claims handling, underwriting, and compliance.

Core Capabilities:

• Claims Document Management – Store, organize, and manage all claim-related files (photos, adjuster notes, medical reports, police reports) in a single repository.
• Policy Lifecycle Management – Manage the full lifecycle of insurance policies, from issuance to renewal or cancellation, with complete version control.
• Automated Claims Workflows – Route claims to the right adjuster, trigger alerts for missing documentation, and escalate cases nearing service-level deadlines.
• Compliance & Retention Enforcement – Apply regulatory retention schedules and legal holds to prevent premature deletion of critical documents.
• Customer Communication Tracking – Store and manage customer correspondence, ensuring a complete history for dispute resolution.
• Fraud Investigation Support – Quickly retrieve historical claims data, cross-reference with external sources, and identify patterns indicative of fraud.
• Advanced Search & Analytics – Locate specific claims or policies instantly, including extracting data from scanned or image-based documents via OCR.

Example Use Cases:

• Speeding up claims settlement by automating document intake and routing
• Managing disaster-related claims surges with scalable workflows
• Ensuring instant access to policy documentation during customer inquiries

2. Assertant AI Agent – Intelligent Insurance Document Processing

AI-powered automation that transforms the way insurers handle vast, diverse, and unstructured information.

Key Features:

• Automated Document Classification – Identify and tag incoming claims, policy updates, endorsements, and correspondence without manual sorting.
• Data Extraction from Forms – Extract policyholder details, claim numbers, loss dates, and settlement amounts from structured and semi-structured forms.
• Risk Assessment Assistance – Analyze underwriting documents and historical data to flag potential high-risk applications.
• Fraud Detection Support – Detect inconsistencies across claims, such as repeated loss causes or mismatched documentation.
• Regulatory Compliance Monitoring – Flag missing compliance elements in policy wording or claims processing.
• Multilingual Document Processing – Handle claims and policies in multiple languages for multinational insurers.
• Customer Sentiment Analysis – Analyze communication tone in emails and call transcripts to prioritize customer service interventions.

Example Impact:

• Reduced claims processing time by 40% with automated intake and classification
• Lowered fraud-related losses through AI-assisted pattern recognition

3. Assertgin – Secure Migration for Insurance Data

In insurance, historical data isn’t just an archive — it’s an asset that supports compliance, claims validation, and customer trust. Migrations must be executed without any risk of data loss, corruption, or compliance breach.

Core Advantages:

• Legacy System Consolidation – Move from multiple policy admin, claims, and content repositories to a single, unified platform.
• Metadata Integrity Preservation – Maintain original dates, authorship, and policy/claim references to ensure regulatory defensibility.
• Data Cleansing & Standardization – Remove duplicates, normalize file naming, and unify formats for ease of retrieval.
• Compliance-Preserved Migration – Ensure retention schedules, audit logs, and encryption are applied throughout the migration.
• Merger & Acquisition Integration – Seamlessly merge content from acquired companies without operational disruption.
• Minimal Downtime – Perform migrations without interrupting claims processing or policy servicing.

Example Impact:

• Migrated decades of claims and policy archives into a single, AI-ready ECM
• Enabled faster eDiscovery during litigation and dispute resolution

Strategic Benefits for Insurance Providers

• Faster Claims Settlement – Reduce cycle times, improving customer satisfaction and retention
• Regulatory Confidence – Meet and exceed compliance mandates with automated retention and audit readiness
• Fraud Reduction – Detect anomalies early through AI-powered insights
• Operational Efficiency – Eliminate redundant manual processes, freeing staff for higher-value work
• Business Agility – Migrate legacy data to modern, AI-enabled platforms without losing historical context

AI-Driven ECM, BPM & Migration for Operational Efficiency, Compliance, and Asset Management

The Energy and Utilities sector faces a unique combination of challenges: managing massive operational datasets, complying with strict environmental and safety regulations, maintaining complex infrastructure, and ensuring service reliability in a competitive and increasingly green-driven marketplace. Whether it’s a power provider, water utility, oil and gas company, or renewable energy operator, success depends on secure, efficient, and intelligent management of critical documents and processes across the enterprise.

The sector’s operational complexity is amplified by:

• Regulatory frameworks like FERC, NERC CIP, ISO 55000, EPA, and OSHA requirements
• Huge volumes of engineering drawings, maintenance logs, safety manuals, compliance reports, and environmental impact assessments
• The need to integrate content from SCADA systems, IoT sensors, field inspections, and incident reports into decision-making workflows
• Stringent retention and audit requirements for permits, inspection records, and operational compliance
• Decades of legacy records in multiple formats, stored in disconnected systems, that need to be accessed for regulatory or legal purposes

Assertant’s ecosystem — Assertec, Assertant AI Agent, and Assertgin — equips Energy and Utility organizations with centralized, AI-enhanced ECM and BPM, combined with secure, compliant migration capabilities, enabling them to run safer, leaner, and more agile operations.

1. Assertec – ECM & BPM for Energy and Utilities

Assertec serves as the central hub for managing all operational, regulatory, and corporate documents, while orchestrating complex workflows across engineering, field service, environmental compliance, and customer service teams.

Core Capabilities:

• Engineering Document Management – Secure storage and version control for technical drawings, CAD files, schematics, and manuals, ensuring that field crews always have the latest approved versions.
• Regulatory Compliance Management – Automate retention schedules and audit trails for compliance documents to meet FERC, NERC CIP, and environmental reporting standards.
• Safety & Incident Reporting – Digitally capture, route, and track safety reports, root cause analyses, and corrective actions.
• Environmental Monitoring Documentation – Store and analyze emissions reports, water quality testing data, and environmental impact studies for ongoing sustainability compliance.
• Asset Lifecycle Management Integration – Link content directly to asset records, enabling faster maintenance planning and reduced downtime.
• Field Operations Support – Allow mobile access to manuals, inspection checklists, and permits for technicians in remote locations.
• Advanced Search & OCR – Instantly retrieve regulatory filings, project reports, or inspection certificates from scanned or legacy documents.

Example Use Cases:

• A utility company accelerating outage restoration by giving field crews instant access to the latest schematics
• An oil and gas company streamlining permit approval workflows with regulatory agencies
• A renewable energy provider tracking environmental compliance documentation across multiple wind farms

2. Assertant AI Agent – Intelligent Energy Sector Document Processing

The Assertant AI Agent brings machine learning and NLP capabilities to process and analyze complex, unstructured data in the energy space, reducing manual effort and improving operational decision-making.

Key Features:

• Automated Classification – Identify and route incoming documents like safety reports, environmental filings, and maintenance logs.
• Metadata Extraction – Pull critical information such as asset IDs, inspection dates, and compliance parameters from forms and reports.
• Predictive Maintenance Insights – Analyze maintenance histories and inspection data to forecast potential failures and optimize service intervals.
• Regulatory Gap Detection – Identify missing documents or incomplete compliance packages before audits.
• Incident Pattern Recognition – Detect trends in safety or operational incidents to guide preventive measures.
• Environmental Impact Analysis – Process field data to flag anomalies in emissions or waste disposal reports.
• Multilingual Processing – Handle operational and compliance documentation across multinational energy projects.

Example Impact:

• Reduced compliance preparation time by 50% through automated document gathering and validation
• Improved asset uptime by identifying patterns in equipment failures earlier than manual review processes allowed

3. Assertgin – Secure Migration for Energy & Utilities Data

Energy and utilities companies often operate with decades of accumulated data — from geological surveys to maintenance records — stored across incompatible systems. Assertgin ensures this data is migrated securely, compliantly, and without operational disruption.

Core Advantages:

• Legacy Archive Consolidation – Move historical records from multiple engineering document management systems, legacy ECM platforms, or local archives into a single Assertec repository.
• Metadata and Context Preservation – Maintain full history of document versions, author, project IDs, and asset references.
• Geospatial Data Handling – Migrate and preserve spatial references for GIS-integrated content.
• Compliance-Safe Migration – Ensure that retention schedules and audit histories remain intact during migration.
• Downtime-Minimized Approach – Perform migrations without affecting control room or field operations.
• Merger & Acquisition Integration – Rapidly merge documentation from acquired facilities into the central repository.

Example Impact:

• Migrated 25 years of plant maintenance records into a modern ECM without losing inspection history
• Consolidated compliance archives from three acquired utility companies into a unified, AI-searchable repository

Strategic Benefits for Energy & Utility Providers

• Regulatory Readiness – Meet audit requirements faster with automated compliance document preparation
• Operational Agility – Access all engineering and operational content from one secure platform
• Safety Improvements – Detect and act on safety trends before incidents escalate
• Downtime Reduction – Support predictive maintenance and faster response through connected document workflows
• Sustainability Support – Track and manage environmental compliance data in real time

AI-Driven ECM, BPM & Migration for Academic, Administrative, and Research Excellence

The education sector—spanning K–12 schools, universities, research institutions, and vocational training centers—operates in a complex environment that blends academic mission with administrative efficiency, compliance requirements, and digital transformation initiatives. Whether managing student records, research documentation, faculty contracts, or accreditation reports, institutions face growing pressure to handle increasing volumes of data securely, efficiently, and intelligently.

This complexity is driven by:

• The need for centralized access to academic and administrative content across multiple campuses and departments
• Compliance with data privacy and protection laws such as FERPA, GDPR, and HIPAA (for health-related student records)
• The demand for digital transformation in learning through e-learning platforms, blended classrooms, and online course delivery
• Large archives of historical academic records and research data that need digitization and integration
• A shift towards data-driven decision-making in student success analytics, curriculum design, and institutional performance
• Complex workflows in admissions, grants management, faculty tenure reviews, and accreditation processes

Assertant’s ecosystem—Assertec, Assertant AI Agent, and Assertgin—empowers educational institutions to streamline academic and administrative operations, ensure compliance, and make better use of data, all while supporting the mission of advancing learning and research.

1. Assertec – ECM & BPM for Education

Assertec provides a secure, centralized platform for managing all institutional content—whether academic, administrative, or research-related—while automating workflows across student services, faculty administration, and institutional governance.

Core Capabilities:

• Student Records Management – Secure storage and controlled access for transcripts, enrollment forms, financial aid documents, and disciplinary records in compliance with FERPA and GDPR.
• Admissions & Enrollment Workflow Automation – Digitally route applications, transcripts, recommendation letters, and financial aid requests for faster decision-making.
• Accreditation & Compliance Documentation – Maintain a centralized repository of accreditation reports, audit trails, and evidence documents for review cycles.
• Research Document Management – Store, version-control, and share research proposals, ethics approval documents, grant agreements, and datasets.
• Faculty & Staff Administration – Manage contracts, evaluations, professional development documentation, and tenure review files.
• E-Learning Integration – Link course content, lecture notes, and student submissions to institutional repositories for long-term preservation.
• Campus-wide Collaboration – Provide secure content sharing between departments, satellite campuses, and partner institutions.
• Advanced Search & OCR – Quickly retrieve historical records, research papers, or administrative reports from scanned archives.

Example Use Cases:

• A university automating the tenure review process, reducing turnaround time from months to weeks
• A K–12 district consolidating student records from multiple schools into a single secure system
• A research institute maintaining version-controlled datasets and compliance reports for multi-year studies

2. Assertant AI Agent – Intelligent Academic & Administrative Document Processing

The Assertant AI Agent applies machine learning and natural language processing to automate classification, extraction, and analysis of academic, administrative, and research data.

Key Features:

• Automated Classification – Sort incoming student applications, financial aid forms, and research submissions into the right workflows.
• Metadata Extraction – Capture key information such as student IDs, grant numbers, or course codes from forms and submissions.
• Student Performance Insights – Analyze grades, attendance, and feedback records to identify at-risk students early.
• Research Compliance Checks – Validate that ethics approvals, data use agreements, and grant documentation meet required standards.
• Duplicate Record Detection – Identify and merge duplicate student or faculty records.
• Intelligent Search – Allow faculty and administrators to find the most relevant academic or administrative documents instantly.
• Multilingual Support – Process documents in multiple languages for international student admissions and research collaborations.

Example Impact:

• Reduced administrative load on admissions teams by 40% through automated form processing
• Improved grant compliance by flagging missing approvals before submission deadlines

3. Assertgin – Secure Migration for Academic & Research Archives

Many educational institutions have decades of student, research, and administrative records stored across legacy systems, paper archives, and disconnected databases. Assertgin ensures these records are migrated to Assertec securely, accurately, and without disruption.

Core Advantages:

• Legacy System Consolidation – Migrate student records from outdated Student Information Systems (SIS), research data from departmental archives, and faculty HR files into one central repository.
• Metadata Preservation – Retain contextual details like academic year, program codes, advisor names, and research grant IDs.
• Digitization Integration – Work with scanned paper records, applying OCR and indexing for future use.
• Compliance-Safe Migration – Ensure FERPA, GDPR, and other privacy standards are upheld during migration.
• Minimal Downtime Approach – Perform migrations during academic breaks or off-peak periods to avoid disruption.
• Merger & Collaboration Readiness – Rapidly integrate records when institutions merge or form academic partnerships.

Example Impact:

• Migrated 40 years of paper-based student transcripts into a fully searchable digital archive
• Consolidated research archives from multiple campuses into one secure, cloud-based repository

Strategic Benefits for Educational Institutions

• Compliance Readiness – Easily produce required records for accreditation bodies or legal inquiries
• Operational Efficiency – Reduce manual administrative work, freeing staff for student-focused initiatives
• Improved Student Success – Leverage AI-driven insights to support at-risk students
• Enhanced Collaboration – Enable secure sharing of course materials, research, and administrative documents across campuses and partners
• Long-term Digital Preservation – Safeguard academic history and research output for future generations

AI-Driven ECM, BPM & Migration for Product Lifecycle, Compliance, and Operational Excellence

The manufacturing industry is a high-stakes environment where precision, efficiency, and compliance are essential to success. From product design and engineering to supply chain management, production, quality control, and regulatory compliance, manufacturers handle vast amounts of information across global facilities and suppliers.

Challenges in manufacturing content management include:

• Managing complex product lifecycle documentation such as CAD drawings, design specs, and change orders
• Coordinating multi-site and cross-border operations, with standardized processes and document control
• Complying with industry regulations (ISO 9001, IATF 16949, OSHA, REACH, RoHS, FDA 21 CFR Part 11, etc.)
• Integrating quality management and audit readiness into daily operations
• Handling large volumes of supplier documentation, contracts, and certifications
• Preserving decades of engineering and production records for reference and warranty purposes
• Supporting Industry 4.0 initiatives with AI-driven automation and analytics

The Assertant ecosystem—Assertec, Assertant AI Agent, and Assertgin—empowers manufacturers to centralize critical content, automate operational workflows, ensure compliance, and enable faster, more informed decision-making across the enterprise.

1. Assertec – ECM & BPM for Manufacturing

Assertec serves as the centralized, secure repository for all manufacturing-related documents, paired with workflow automation to improve efficiency across production, quality, and supply chain operations.

Core Capabilities:

• Product Lifecycle Document Management – Store and control versions of CAD drawings, BOMs (Bill of Materials), product specifications, and engineering change orders.
• Quality Management Integration – Manage non-conformance reports (NCRs), corrective and preventive action (CAPA) documentation, and inspection reports.
• Compliance and Regulatory Documentation – Centralize ISO certifications, OSHA safety protocols, and environmental compliance records.
• Supplier Document Control – Track contracts, compliance certifications, and quality agreements from vendors.
• Production & Maintenance Records – Maintain logs, equipment manuals, and maintenance schedules for operational continuity.
• Collaboration Across Sites – Enable secure document sharing and approval processes across multiple plants and global offices.
• Audit Trail and Reporting – Provide full traceability for regulatory and customer audits.
• Advanced Search & OCR – Retrieve decades-old technical drawings or quality reports in seconds.

Example Use Cases:

• A global automotive manufacturer managing engineering change orders across multiple factories in real time
• A consumer goods company automating ISO 9001 compliance reporting and audit preparation
• An electronics producer securely storing supplier RoHS/REACH compliance documentation for quick access

2. Assertant AI Agent – Intelligent Manufacturing Data Processing

Assertant AI Agent applies AI-powered document intelligence to automate classification, extraction, compliance checks, and analytics in manufacturing operations.

Key Features:

• Automated Classification – Instantly sort production reports, supplier invoices, technical manuals, and compliance certificates into the correct workflows.
• Metadata Extraction – Capture part numbers, revision dates, supplier IDs, and compliance codes from incoming documents.
• Change Order Verification – Identify differences between CAD drawings or specifications to ensure version accuracy.
• Predictive Maintenance Insights – Analyze equipment maintenance logs to forecast potential failures.
• Compliance Monitoring – Flag missing certifications or expired supplier quality documents.
• Duplicate Document Detection – Reduce errors caused by outdated or conflicting versions.
• Intelligent Search – Allow engineers, quality managers, and procurement teams to find the right documentation instantly.
• Language & Unit Conversion – Support multilingual manufacturing environments and automatically convert measurement units when processing documents.

Example Impact:

• Reduced manual document sorting time by 60% in supply chain operations
• Prevented costly production delays by flagging incomplete engineering change packages before approval

3. Assertgin – Secure Migration for Engineering and Production Archives

Manufacturers often have decades of legacy data in outdated PLM (Product Lifecycle Management) systems, file servers, and paper archives. Assertgin ensures a secure, accurate, and compliant migration of this data into Assertec.

Core Advantages:

• Legacy System Consolidation – Migrate product designs, quality records, and supplier contracts from multiple systems into one repository.
• Metadata & Version History Preservation – Retain revision history, creation dates, and approval signatures for engineering documentation.
• Digitization Integration – Convert paper-based production logs, safety manuals, and test reports into searchable digital formats.
• Compliance-Safe Migration – Maintain adherence to ISO, OSHA, and other regulatory requirements during migration.
• Minimal Downtime Approach – Schedule migrations around production cycles to avoid operational disruption.
• Post-Merger Integration – Consolidate records from acquired plants or companies into a unified structure.

Example Impact:

• Migrated 30 years of aerospace engineering documentation with full version traceability
• Consolidated supplier compliance archives from 12 global facilities into a single cloud repository

Strategic Benefits for Manufacturers

• Regulatory Compliance Readiness – Simplify audits and ensure traceability for every stage of production
• Operational Efficiency – Reduce delays caused by document mismanagement or missing approvals
• Accelerated Product Development – Streamline collaboration between engineering, quality, and production teams
• Improved Supplier Management – Maintain up-to-date compliance and quality documentation from vendors
• Long-term Digital Preservation – Protect valuable engineering designs and manufacturing history

AI-Driven ECM, BPM & Migration for Network Operations, Innovation, and Compliance

The telecommunications and technology sectors operate in a landscape defined by rapid innovation, massive data flows, complex infrastructure, and strict regulatory oversight. Organizations in this domain must manage technical documentation, regulatory compliance, customer contracts, intellectual property, network operations data, and product development records—often across multiple geographies and business units.

Challenges include:

• Handling large volumes of technical documentation for network infrastructure, hardware, and software systems
• Managing regulatory compliance with bodies such as the FCC, GDPR, CCPA, and ISO/IEC standards
• Coordinating multi-site and global operations with varying service agreements and vendor relationships
• Storing and retrieving intellectual property and R&D documentation with full security controls
• Managing service contracts, SLAs, and customer records for millions of users
• Supporting agile product development cycles with rapid approvals and documentation updates
• Migrating and consolidating legacy systems after mergers, acquisitions, or platform upgrades

The Assertant ecosystem—Assertec, Assertant AI Agent, and Assertgin—provides telecom and technology companies with an integrated platform to centralize information, automate workflows, enable regulatory compliance, and improve service delivery at scale.

1. Assertec – ECM & BPM for Telecommunications and Technology

Assertec acts as the centralized, secure platform for all operational, technical, and compliance documents—integrated with workflow automation to speed up service delivery, network deployment, and innovation cycles.

Core Capabilities:

• Network Infrastructure Documentation Management – Store and version-control diagrams, specifications, and maintenance schedules for network equipment.
• R&D and Product Development Records – Manage design specs, prototypes, testing reports, and release documentation for hardware and software products.
• Customer and SLA Management – Store contracts, service agreements, and customer communications with automated renewal workflows.
• Regulatory and Compliance Documentation – Centralize filings, certifications, and audit-ready compliance records (FCC, GDPR, ISO, etc.).
• Vendor and Partner Document Control – Track supplier agreements, equipment certifications, and joint project documentation.
• Incident and Change Management – Store logs, change requests, and resolution documentation linked to ticketing systems.
• Collaboration Across Teams – Securely share documents between engineering, operations, sales, and legal teams.
• Advanced Search & OCR – Retrieve technical manuals, compliance reports, or customer contracts in seconds.

Example Use Cases:

• A telecom provider automating the review and approval of new tower installation plans across multiple regions
• A cloud services company centralizing security compliance documentation for ISO and SOC 2 audits
• A software firm managing product development workflows with linked code documentation and release notes

2. Assertant AI Agent – Intelligent Data Processing for Telecom & Tech

Assertant AI Agent applies advanced AI to classify, extract, validate, and analyze content from technical, operational, and compliance records—speeding up both routine processes and strategic decision-making.

Key Features:

• Automated Document Classification – Sort technical specs, contracts, support tickets, and compliance reports without manual tagging.
• Metadata Extraction – Capture device IDs, version numbers, location codes, and service terms from diverse formats.
• Service Contract Validation – Flag inconsistencies or missing clauses in SLAs before they reach customers.
• Network Maintenance Intelligence – Analyze maintenance logs to detect recurring faults and predict potential service outages.
• Compliance Gap Detection – Identify missing privacy agreements, security certifications, or expired regulatory documents.
• Change Impact Analysis – Compare technical documentation versions to detect modifications that could affect service delivery.
• Multilingual Processing – Automatically process and translate technical documentation for global operations.
• Knowledge Retrieval – Enable engineers and support teams to instantly find relevant past cases, fixes, or configurations.

Example Impact:

• Reduced SLA compliance check times from days to hours
• Prevented costly network outages by identifying patterns in past failure logs

3. Assertgin – Secure Migration for Telecom and Tech Archives

Telecom and technology enterprises often have vast amounts of legacy data—including service records, infrastructure diagrams, compliance files, and product development archives—spread across aging systems. Assertgin ensures this content is securely, accurately, and compliantly migrated into Assertec.

Core Advantages:

• Multi-System Consolidation – Migrate content from legacy ECMs, proprietary telecom management platforms, and shared drives.
• Metadata Preservation – Retain version histories, author details, and change logs for technical and compliance documents.
• Digitization and Searchability – Convert scanned contracts, diagrams, and field reports into searchable formats via OCR.
• Regulatory-Safe Migration – Ensure GDPR, CCPA, and telecom compliance rules are upheld during migration.
• Low-Disruption Approach – Align migration schedules with operational windows to avoid service impact.
• Post-Merger Integration – Unify records from acquired operators or technology partners into a single structure.

Example Impact:

• Migrated 15 years of network maintenance logs from a legacy platform to a modern, searchable repository
• Consolidated R&D archives from three global innovation centers into a unified knowledge base

Strategic Benefits for Telecom & Tech Companies

• Faster Service Deployment – Streamlined document workflows speed up network rollout and product launches
• Regulatory Compliance Assurance – Ensure audit readiness for privacy, security, and telecom-specific regulations
• Operational Agility – Quickly adapt to market changes with AI-assisted document and process automation
• Improved Customer Experience – Reduce SLA violations and service disruptions through better document control
• Long-Term Knowledge Preservation – Protect critical technical and R&D knowledge for innovation continuity

AI-Driven ECM, BPM & Migration for Omnichannel Operations, Supply Chain, and Customer Experience

The retail and eCommerce industry operates in a fast-paced, competitive environment where customer experience, operational efficiency, and regulatory compliance determine market success. Organizations must manage vast amounts of data and documents—product catalogs, supplier contracts, marketing assets, customer transactions, regulatory records, and logistics documentation—while ensuring seamless integration across online and offline channels.

Challenges in this sector include:

• Managing large and constantly changing product information across multiple sales channels
• Coordinating supplier and vendor documentation across global supply chains
• Handling marketing assets and brand guidelines while ensuring consistent usage
• Complying with data privacy regulations such as GDPR, CCPA, and PCI DSS for customer payment data
• Storing and analyzing customer behavior data to personalize experiences
• Managing returns, warranties, and dispute resolution documentation
• Migrating content from outdated systems after mergers, rebranding, or platform upgrades

The Assertant ecosystem—Assertec, Assertant AI Agent, and Assertgin—enables retail and eCommerce companies to centralize information, automate workflows, ensure compliance, and deliver exceptional customer experiences at scale.

1. Assertec – ECM & BPM for Retail and eCommerce

Assertec provides a centralized, secure, and scalable platform to manage all operational, marketing, compliance, and transactional documents, integrated with workflow automation to accelerate time-to-market and optimize customer service.

Core Capabilities:

• Product Information Management (PIM) – Store, update, and distribute product descriptions, images, technical specs, and pricing to all channels.
• Supplier and Vendor Contract Management – Track agreements, compliance certifications, and renewal dates with automated alerts.
• Marketing Asset Repository – Centralize campaign materials, brand guidelines, and digital assets for consistent cross-channel usage.
• Customer Service Documentation – Maintain records of warranties, returns, service requests, and complaints for efficient resolution.
• Regulatory and Compliance Records – Store PCI DSS compliance documentation, privacy policy updates, and audit reports.
• Store Operations Management – Manage manuals, safety procedures, and training materials for staff across multiple locations.
• Order and Logistics Documentation – Track invoices, packing slips, delivery receipts, and customs documents.
• Advanced Search & OCR – Instantly retrieve product data, compliance files, or promotional assets across thousands of records.

Example Use Cases:

• A global retailer automating the distribution of updated product catalogs to 50+ online marketplaces
• An eCommerce platform managing digital assets for seasonal campaigns across multiple brands
• A retail chain tracking and renewing vendor compliance certifications to avoid supply disruptions

2. Assertant AI Agent – Intelligent Data Processing for Retail & eCommerce

Assertant AI Agent brings automation, insight, and precision to the processing of product, supplier, customer, and operational data—helping retailers make faster, more informed decisions and personalize experiences at scale.

Key Features:

• Automated Product Data Classification – Categorize new SKUs based on attributes, descriptions, and images without manual effort.
• Supplier Compliance Monitoring – Automatically detect missing safety certifications or expired quality documents.
• Dynamic Pricing Intelligence – Analyze competitor pricing documents and adjust pricing strategies accordingly.
• Customer Feedback Analysis – Process reviews, survey results, and complaints to identify patterns and improvement areas.
• Return & Warranty Claim Validation – Verify purchase details and warranty terms against stored contracts.
• Fraud Detection Assistance – Flag suspicious transaction patterns or inconsistencies in customer-provided documentation.
• Multilingual Processing – Automatically translate product descriptions and marketing content for international markets.
• Campaign Effectiveness Insights – Analyze marketing asset usage and link it to sales outcomes.

Example Impact:

• Reduced manual SKU classification time from hours to seconds
• Prevented shipment delays by detecting expired supplier compliance documents before dispatch

3. Assertgin – Secure Migration for Retail & eCommerce Data

Retailers and eCommerce companies often face the challenge of migrating massive amounts of legacy product data, supplier records, and marketing assets from old systems to modern platforms—without losing accuracy, compliance, or brand consistency.

Core Advantages:

• Multi-System Consolidation – Migrate content from legacy PIMs, DAMs, eCommerce platforms, and shared drives.
• Metadata Preservation – Keep SKU codes, pricing history, and campaign metadata intact.
• Digitization of Paper Records – Convert physical invoices, delivery notes, and supplier contracts into searchable digital formats.
• Regulatory-Safe Migration – Maintain compliance with PCI DSS, GDPR, and CCPA during migration.
• Seamless Integration with New Platforms – Ensure migrated data is structured and linked for immediate operational use.
• Brand Asset Integrity – Preserve image quality, naming conventions, and licensing terms during migration.

Example Impact:

• Migrated 500,000 SKUs from multiple regional product databases into a single global PIM
• Consolidated marketing asset libraries from several brands after a retail group merger

Strategic Benefits for Retail & eCommerce

• Faster Product Launches – Centralized product data and automated approval workflows reduce time-to-market
• Consistent Brand Experience – Unified marketing assets ensure consistency across every customer touchpoint
• Improved Compliance – Always audit-ready for privacy and payment data regulations
• Enhanced Customer Experience – AI-powered personalization improves satisfaction and loyalty
• Operational Efficiency – Reduced manual effort in product management, supplier tracking, and campaign coordination

Streamlined ECM, BPM & Migration for Supply Chain Visibility, Compliance, and Operational Efficiency

The transportation and logistics sector faces unique challenges tied to complex supply chains, dynamic operational demands, strict regulatory compliance, and the need for real-time visibility. Companies must manage extensive documentation—including shipment records, regulatory permits, vendor contracts, fleet maintenance logs, customs paperwork, and route planning documents—across multiple stakeholders and geographies.

Key challenges include:

• Managing diverse and voluminous shipment and transport documentation spanning bills of lading, invoices, and customs declarations
• Ensuring regulatory compliance with local, national, and international laws including customs, safety, and environmental regulations
• Coordinating multi-modal transport operations with seamless document and data flow across carriers, warehouses, and customs authorities
• Maintaining fleet maintenance and safety records to minimize downtime and ensure compliance with transportation safety standards
• Optimizing supply chain workflows to reduce delays and improve transparency
• Migrating and consolidating legacy operational data after acquisitions, mergers, or system upgrades

The Assertant platform—comprising Assertec, Assertant AI Agent, and Assertgin—offers a unified, AI-enhanced solution that helps transportation and logistics companies manage documentation, automate processes, maintain compliance, and gain actionable insights across their supply chains.

1. Assertec – ECM & BPM for Transportation and Logistics

Assertec serves as a centralized, secure repository and workflow engine for all documentation related to transport operations, compliance, and vendor management, integrating document management with process automation to improve operational agility and compliance readiness.

Core Capabilities:

• Shipment Documentation Management – Store, organize, and track bills of lading, packing lists, invoices, and delivery receipts with version control and audit trails.
• Regulatory Compliance Repository – Centralize customs permits, safety certifications, environmental compliance records, and audit documents.
• Vendor and Carrier Contract Management – Maintain contracts, service level agreements, and insurance documents with automated renewal and compliance workflows.
• Fleet Maintenance Records – Track vehicle service schedules, inspections, and repair logs, linked to operational workflows for timely maintenance.
• Route Planning and Incident Reports – Manage route approvals, incident documentation, and exception reports to improve delivery reliability.
• Warehouse and Inventory Documentation – Handle inventory counts, storage compliance certificates, and safety data sheets.
• Collaborative Workflows – Facilitate secure document sharing and approvals among shippers, carriers, customs agents, and internal teams.
• Advanced Search & OCR – Quickly locate critical shipment or compliance documents across large datasets.

Example Use Cases:

• A global logistics provider automating customs documentation approval and submission to reduce clearance times
• A transportation company managing fleet maintenance workflows to minimize unexpected breakdowns
• A freight forwarder coordinating multi-party contract approvals across carriers, warehouses, and customs brokers

2. Assertant AI Agent – Intelligent Processing for Transportation & Logistics

Assertant AI Agent applies AI-powered automation and analytics to streamline the handling of vast and varied documentation, uncover insights, and enhance operational efficiency.

Key Features:

• Automated Document Classification – Quickly categorize invoices, bills of lading, customs forms, and maintenance logs.
• Metadata Extraction & Validation – Extract shipment numbers, delivery dates, vehicle IDs, and regulatory references with high accuracy.
• Compliance Monitoring – Detect missing or expired permits, safety certificates, and insurance documents before they cause operational delays.
• Route and Incident Analytics – Analyze incident reports and route changes to identify bottlenecks or recurring issues.
• Exception Detection – Flag inconsistencies or anomalies in shipment records or maintenance logs that require human review.
• Contract Compliance Checks – Verify service level adherence and contract terms across vendors and carriers.
• Multilingual Document Processing – Automatically process shipping and customs documents in multiple languages for global operations.
• Predictive Maintenance Support – Analyze maintenance data trends to recommend proactive fleet servicing schedules.

Example Impact:

• Reduced customs clearance delays by identifying documentation gaps pre-submission
• Improved fleet uptime through AI-driven maintenance scheduling recommendations

3. Assertgin – Secure Migration for Transportation & Logistics Data

Transportation and logistics organizations often deal with legacy data silos accumulated over years of acquisitions, diverse systems, and operational expansions. Assertgin ensures that all critical operational, compliance, and contract data is accurately migrated to modern platforms like Assertec—preserving data integrity, compliance, and accessibility.

Core Advantages:

• Legacy System Consolidation – Migrate data from disparate TMS (Transportation Management Systems), WMS (Warehouse Management Systems), ERP systems, and file shares.
• Metadata & Audit Trail Preservation – Retain critical tracking information, timestamps, and user actions for compliance and operational transparency.
• Digitization of Paper-Based Records – Convert physical shipping documents, customs declarations, and maintenance logs into searchable digital formats using OCR.
• Regulatory Compliance Assurance – Ensure migrated data complies with customs, safety, and environmental regulations.
• Phased Migration & Live Monitoring – Minimize disruption by executing migrations in stages with full client visibility.
• Integration-Ready Data Structures – Prepare data for immediate use in ECM/BPM workflows and analytics.

Example Impact:

• Migrated 10 years of multi-vendor contracts and shipment records into a unified digital platform
• Digitized and integrated thousands of legacy paper shipment logs into searchable digital archives

Strategic Benefits for Transportation & Logistics

• Enhanced Supply Chain Visibility – Centralized documents and AI-driven insights enable real-time operational control
• Regulatory Compliance Confidence – Always ready for audits with secure, complete, and up-to-date records
• Operational Efficiency – Automate repetitive tasks, reduce manual errors, and speed up document approvals
• Improved Fleet Reliability – Proactive maintenance scheduling and incident analysis reduce downtime and costs
• Collaborative Ecosystem – Seamless communication and document sharing across carriers, customs, warehouses, and customers

Comprehensive ECM, BPM & Migration Solutions for Project Management, Compliance, and Document Control

The real estate and construction industries are document-intensive sectors with complex workflows involving multiple stakeholders, strict regulatory requirements, and extensive project documentation. Managing contracts, permits, blueprints, inspection reports, change orders, and compliance documents efficiently is critical to project success, cost control, and legal risk mitigation.

Common challenges include:

• Handling vast volumes of project documents, including architectural plans, engineering reports, and regulatory permits
• Coordinating contract and subcontractor management, including scopes of work, change orders, and payment schedules
• Managing compliance and safety documentation to meet local building codes, environmental regulations, and workplace safety standards
• Tracking project milestones, approvals, and inspection reports in real time
• Managing property records, leases, sales documents, and tenant communications in real estate operations
• Migrating legacy project and property data from outdated systems or paper archives during acquisitions, system upgrades, or company growth

The Assertant platform—Assertec, Assertant AI Agent, and Assertgin—offers an integrated, AI-powered ECM and BPM solution combined with robust migration capabilities designed specifically to streamline the complex demands of real estate and construction projects.

1. Assertec – ECM & BPM for Real Estate & Construction

Assertec provides a centralized, secure, and collaborative platform to manage project documents, contracts, permits, and workflows, enabling real-time tracking and compliance assurance across the entire project lifecycle.

Core Capabilities:

• Project Document Management – Organize blueprints, engineering plans, inspection reports, and change orders with version control and access tracking.
• Contract & Subcontractor Management – Manage contracts, scopes, payment schedules, and approvals with automated alerts for renewals and milestones.
• Regulatory Compliance Repository – Centralize building permits, environmental impact reports, and safety certifications for easy audit readiness.
• Project Workflow Automation – Automate approval routing, inspection scheduling, and milestone tracking to accelerate project delivery.
• Real Estate Document Management – Store and manage lease agreements, sales contracts, property titles, and tenant correspondence securely.
• Collaboration & Access Control – Facilitate secure information sharing among architects, contractors, inspectors, and owners with granular permissions.
• Advanced Search & OCR – Quickly retrieve any document or report across thousands of project files.

Example Use Cases:

• A construction firm automating permit approval workflows and inspection reporting to reduce delays
• A real estate company managing thousands of lease contracts and tenant records in a centralized, secure repository
• A developer coordinating multiple subcontractors’ contracts and change orders with automated compliance tracking

2. Assertant AI Agent – Intelligent Automation & Insights

Assertant AI Agent brings automation and intelligence to managing complex construction and real estate documentation, enhancing accuracy, compliance, and decision-making.

Key Features:

• Automated Document Classification – Sort contracts, blueprints, permits, and inspection reports automatically, reducing manual effort.
• Metadata Extraction & Validation – Extract key data like permit numbers, inspection dates, contract terms, and milestone deadlines with precision.
• Compliance Monitoring – Flag missing or expired safety certificates, permits, or contract approvals proactively.
• Change Order Analysis – Analyze contract amendments and change requests to assess impact on budget and timelines.
• Lease & Sales Document Processing – Automatically extract tenant and property data for faster lease administration.
• Risk & Anomaly Detection – Identify inconsistencies or discrepancies in inspection reports, contracts, or compliance documents.
• Multilingual Support – Process international project documents or multilingual leases efficiently.
• Project Progress Insights – Analyze document flows and workflow statuses to highlight bottlenecks or delays.

Example Impact:

• Reduced manual contract processing time by 70%
• Early detection of permit expirations, preventing costly project stoppages

3. Assertgin – Secure Migration for Real Estate & Construction Data

Migrating complex historical project and property data is critical during system upgrades, company mergers, or digitization initiatives. Assertgin ensures secure, compliant, and accurate migration of all essential construction and real estate content.

Core Advantages:

• Legacy Project Data Consolidation – Migrate architectural plans, engineering documents, permits, contracts, and inspection reports from diverse legacy systems.
• Metadata & Relationship Preservation – Maintain links between contracts, change orders, and related project documents for traceability.
• Digitization of Paper Archives – Convert physical blueprints, permits, and reports into searchable, digital formats using OCR.
• Regulatory Compliance Assurance – Ensure migrated data adheres to local building codes, environmental, and safety regulations.
• Phased Migration & Validation – Perform incremental migrations with real-time validation and rollback options to minimize disruption.
• Integration with Modern ECM/BPM Platforms – Deliver fully structured data ready for immediate operational use.

Example Impact:

• Successfully migrated 15 years of mixed digital and paper construction project records into a centralized ECM system
• Digitized and linked thousands of lease and sales documents to improve property management efficiency

Strategic Benefits for Real Estate & Construction

• Improved Project Delivery – Streamlined document workflows and AI-driven compliance checks accelerate approvals and reduce delays
• Risk Mitigation – Early detection of contract or permit issues reduces legal and operational risks
• Centralized Information Access – Secure, role-based access improves collaboration and transparency among project stakeholders
• Regulatory Readiness – Simplified audit preparation with fully compliant, searchable document archives
• Scalable Property Management – Efficient lease and tenant data management supports portfolio growth

AI-Driven Document Management for the Modern Enterprise

Document Management Systems (DMS) are at the core of every organization’s information infrastructure—responsible for storing, securing, retrieving, and managing vast volumes of content across business functions. However, traditional DMS platforms often face limitations in scalability, automation, intelligence, and interoperability, leaving organizations with siloed content, manual processing bottlenecks, and compliance challenges.

The Assertant product ecosystem—Assertec, Assertant AI Agent, and Assertgin—redefines the DMS category by delivering AI-powered ECM and BPM capabilities, intelligent content analytics, workflow automation, and secure, seamless migration from legacy systems.

This suite doesn’t just manage documents—it understands, processes, and optimizes them, enabling organizations to fully unlock the value of their information assets.

1. Assertec – The Core ECM/BPM-Enhanced DMS Platform

At its foundation, Assertec functions as an enterprise-grade Document Management System, but with integrated Enterprise Content Management (ECM) and Business Process Management (BPM) features. This combination enables organizations to not only store and organize documents but also automate workflows, maintain compliance, and drive productivity.

Core DMS-Aligned Capabilities:

• Centralized Repository – Secure, scalable storage for documents of all types—contracts, reports, images, engineering drawings, emails, and more.
• Version Control – Maintain document histories with check-in/check-out and rollback capabilities.
• Access & Permissions Management – Granular user permissions and role-based access to protect sensitive content.
• Metadata-Driven Organization – Tag and categorize documents for faster retrieval and better classification.
• Powerful Search & Retrieval – Leverage full-text search, metadata filters, and OCR-powered content discovery.
• Retention & Disposal Policies – Define document lifecycles for regulatory compliance and operational efficiency.
• Collaboration Tools – Share, comment, and co-author documents securely in real time.
• Integration with Business Systems – Connect with ERP, CRM, HR, and industry-specific applications to unify document management.

Why it goes beyond a traditional DMS:

Unlike typical DMS platforms that stop at storage and retrieval, Assertec’s BPM integration automates routing, approval, and compliance processes—turning document management into a business productivity engine.

2. Assertant AI Agent – Intelligent Automation Layer for DMS

In a traditional DMS, document processing still relies heavily on human input—manual classification, data entry, and compliance verification. The Assertant AI Agent changes that by infusing intelligence into every stage of document handling.

AI-Powered DMS Enhancements:

• Automated Classification – Identify and categorize documents (contracts, invoices, HR records, technical drawings) without manual tagging.
• Metadata Extraction – Capture key fields such as dates, contract terms, names, and compliance references automatically.
• Contextual Search – Understand user intent and return highly relevant results based on semantic search.
• Content Validation – Detect missing signatures, expired permits, or incomplete forms.
• Pattern & Anomaly Detection – Flag unusual data entries or suspicious document changes for review.
• Compliance Automation – Proactively monitor and enforce industry-specific retention schedules and audit readiness.
• Workflow Intelligence – Recommend routing paths based on past approvals, urgency, and stakeholder roles.
• Language & Format Adaptability – Process multilingual content and multiple file formats with equal accuracy.

Impact on DMS Operations:

The Assertant AI Agent transforms the DMS from a passive storage platform into an active participant in business operations—reducing human error, speeding up decision-making, and enabling near real-time content governance.

3. Assertgin – Secure Migration & Onboarding to a Modern DMS

One of the biggest challenges organizations face when upgrading their DMS is migrating existing content from outdated systems or physical archives without losing data integrity or compliance traceability. Assertgin is the specialized migration tool that ensures a smooth, compliant, and accurate transition into Assertec or other modern DMS platforms.

Migration Capabilities for DMS Projects:

• Legacy System Extraction – Pull data from outdated DMS, file shares, FTP servers, email archives, and industry-specific repositories.
• Metadata & Hierarchy Preservation – Maintain original classifications, folder structures, and relationships between linked documents.
• Data Cleansing & Deduplication – Eliminate redundant, obsolete, or trivial content before migration.
• Automated OCR Conversion – Transform scanned images and paper documents into searchable, structured formats.
• Compliance Mapping – Ensure retention schedules, security settings, and audit trails migrate intact.
• Incremental & Phased Migration – Allow business continuity by migrating in stages with full validation after each phase.
• Integration with ECM & BPM – Prepare migrated data for immediate workflow automation and AI analysis.

Strategic Benefit:

Assertgin eliminates the operational risks of migration, allowing organizations to modernize their DMS without downtime, data loss, or compliance breaches.

 

4. Combined Value Proposition in the DMS Domain

When combined, Assertec, Assertant AI Agent, and Assertgin create a complete document lifecycle management ecosystem:

1. Capture & Migrate – Bring in content from legacy systems or physical archives using Assertgin.
2. Organize & Secure – Store and manage documents in Assertec’s centralized, compliant repository.
3. Automate & Govern – Use BPM-driven workflows to manage approvals, reviews, and retention policies.
4. Analyze & Optimize – Leverage Assertant AI Agent for insights, classification, compliance monitoring, and decision support.

Key Business Outcomes:

• Operational Efficiency – Reduce manual document handling time by up to 70%
• Compliance Readiness – Always be audit-ready with AI-driven policy enforcement
• Faster Decision-Making – Enable real-time access to the right documents with intelligent search and classification
• Reduced Risk – Detect anomalies, missing documents, and compliance gaps early
• Scalable Architecture – Handle millions of documents without compromising speed or security

Assertant – Innovation for Productivity in the DMS Domain

With Assertec as the core platform, Assertant AI Agent as the intelligence layer, and Assertgin as the migration enabler, organizations can move beyond traditional document management to a fully integrated, AI-driven information governance system—capable of transforming how documents are captured, processed, stored, and leveraged for business advantage.

AI-Powered, End-to-End Records Lifecycle Control

Records Management (RM) is far more than simply archiving old files — it’s a discipline centered around ensuring that information is properly classified, preserved, accessible, and securely disposed of according to legal, regulatory, and business requirements.

The challenge for most organizations is that RM tends to be reactive — records are filed away after the fact, compliance is checked manually, and audits become stressful fire drills. Traditional RM tools often operate as isolated systems, separate from day-to-day workflows, meaning employees may bypass them or introduce errors.

The Assertant ecosystem — Assertec, Assertant AI Agent, and Assertgin — removes these barriers by embedding RM best practices directly into content creation, processing, and storage workflows. Together, they deliver an active, intelligent, and compliant records governance platform that is both user-friendly for staff and bulletproof for compliance teams.

1. Assertec – The Core Records Governance Platform

While Assertec is primarily an Enterprise Content Management (ECM) and Business Process Management (BPM) system, it is designed with full-spectrum records management capabilities baked in, compliant with ISO 15489 and DoD 5015.2-like standards.

RM-Aligned Assertec Capabilities:

• Records Declaration & Classification
  Documents can be declared as records manually or automatically based on business rules, metadata, or workflow triggers.
• Retention Schedule Management
  Define and enforce retention periods for different record types according to regulatory or organizational policies.
• Vital Records Identification
  Flag and track essential records to ensure priority preservation and disaster recovery readiness.
• Cut-off and Disposition Processes
  Automatically apply cut-off dates and initiate review, transfer, or destruction workflows.
• Audit Trails & Chain of Custody
  Maintain a tamper-proof log of every action taken on a record — who accessed it, when, and what changes were made.
• Secure Storage & Access Control
  Restrict access to sensitive records using role-based permissions and encryption.
• Integrated Workflow Compliance
  Embed record compliance checks within daily operational processes, avoiding after-the-fact filing issues.
• Case & File Plan Management
  Organize records into hierarchical file plans for logical grouping and simplified retrieval.

Why it goes beyond typical RM tools:

Assertec doesn’t treat RM as a bolt-on — it unifies active business process management with records governance, ensuring that records compliance happens as part of the workflow, not after it.

2. Assertant AI Agent – Intelligent Records Governance

In traditional RM, classification, retention application, and compliance verification are often manual and error-prone. The Assertant AI Agent introduces a proactive, self-learning governance layer that reduces the human effort and increases compliance precision.

AI-Driven RM Capabilities:

• Automated Record Identification
  Detects documents that meet criteria for record declaration — even if they’re buried in email threads, shared drives, or collaborative platforms.
• Metadata Extraction & Validation
  Pulls essential classification data (dates, contract numbers, case IDs) from the content itself.
• Retention Policy Matching
  Suggests and applies the correct retention schedule based on document type, jurisdiction, and historical handling patterns.
• Anomaly & Risk Detection
  Flags records missing key compliance elements (signatures, mandatory attachments) or stored in incorrect locations.
• Smart Disposition Recommendations
  Analyzes usage, legal holds, and retention periods to recommend whether a record should be destroyed, archived, or extended.
• Semantic Search & Contextual Retrieval
  Finds records by meaning, not just keywords, enabling legal and audit teams to quickly assemble relevant document sets.
• Multi-Jurisdictional Compliance Mapping
  Adjusts retention and classification rules dynamically to match different regional or industry-specific mandates.

Impact on RM operations:

The AI Agent turns the RM process from reactive filing and auditing into continuous, proactive compliance enforcement, reducing risk exposure and audit preparation time dramatically.

3. Assertgin – Migration & Preservation for Legacy Records

Before an organization can modernize RM, it must deal with decades of legacy paper files, microfilm, shared drive folders, and outdated digital archives. This is where Assertgin becomes indispensable.

RM-Specific Migration Capabilities:

• Legacy RM System Extraction
  Securely extract both content and associated metadata from older records systems.
• Metadata & Classification Preservation
  Maintain original record identifiers, file plan hierarchy, and disposition statuses.
• Format Conversion & OCR
  Convert scanned paper, TIFFs, PDFs, and microfilm into searchable, standards-compliant digital formats.
• Data Cleansing Before Migration
  Eliminate redundant, outdated, or trivial files (ROT analysis) to reduce storage and compliance overhead.
• Retention & Compliance Mapping
  Carry over retention rules and legal hold statuses so that migrated records remain compliant from day one.
• Audit-Proof Migration Logs
  Document every step of the migration to ensure legal defensibility and chain-of-custody integrity.
• Phased Migration with Validation
  Allow gradual onboarding of departments or record categories while ensuring full accuracy at each stage.

Strategic benefit:

Assertgin ensures that modernization does not create compliance gaps — historical records retain their governance integrity while becoming more accessible and usable in a modern RM system.

4. End-to-End Records Lifecycle with the Assertant Suite

When combined, the three components enable true cradle-to-grave records management:

1. Capture – Assertgin brings in both current and historical records from disparate sources.
2. Classify & Secure – Assertec stores records in a structured, compliant environment with enforced access controls.
3. Automate Governance – Assertant AI Agent applies classification, retention, and disposition logic automatically.
4. Monitor & Audit – Continuous AI-powered compliance monitoring reduces risk and ensures readiness for legal or regulatory inspections.
5. Dispose or Archive – Assertec and the AI Agent work together to securely destroy or transfer records at the end of their lifecycle.

5. Business Outcomes in the RM Domain

With the Assertant suite, organizations can expect:

• Reduced Legal Risk – Automated compliance enforcement lowers the chance of retention violations.
• Faster Audit Response – AI-driven search and retrieval cut audit prep time from weeks to hours.
• Lower Storage Costs – Intelligent disposition ensures only necessary records are kept.
• Operational Efficiency – RM becomes part of everyday workflows rather than an afterthought.
• Future-Proof Governance – Flexible rules and AI adaptability ensure readiness for changing regulations.

In short:

Assertec forms the secure, compliant backbone for records governance.

Assertant AI Agent adds real-time intelligence, automation, and compliance vigilance.Assertgin ensures legacy and current records enter the system without governance loss.

Together, they move Records Management from being a cost of compliance to a strategic advantage — giving organizations control, visibility, and confidence over every record in their possession.

From Fragmented Case Files to Connected, Intelligent Case Workflows

Case Management Systems are essential for organizations that manage complex, multi-step interactions — whether in legal services, insurance claims, investigations, citizen services, healthcare, HR disputes, procurement, or compliance oversight.

The challenge in traditional case management is that case files and activities are often fragmented across departments, stored in multiple formats, and handled through a combination of manual processes and disconnected tools. This fragmentation results in:

• Slow case resolution times.
• Missing or incomplete case histories.
• Increased compliance risk.
• Poor customer or stakeholder experience.

The Assertant Suite — Assertec, Assertant AI Agent, and Assertgin — solves these problems by centralizing case data, automating workflows, and embedding AI intelligence directly into the case lifecycle, while ensuring that no historical case data is left behind during modernization.

1. Assertec – The Central Case Management Hub

At its core, Assertec is an Enterprise Content Management (ECM) and Business Process Management (BPM) platform, but it is inherently built for structured and unstructured case management.

Case Management-Specific Assertec Capabilities:

• Unified Case Workspace
  Consolidates all documents, communications, and workflow tasks related to a specific case into a single, easily accessible environment.
• Configurable Case Types & Processes
  Tailor workflows, forms, and metadata to different case categories (e.g., HR grievance, insurance claim, legal matter).
• Dynamic Workflow Automation
  Automates routine case steps — intake, routing, approvals, notifications — reducing manual handoffs.
• Collaboration & Role-Based Access
  Supports secure internal and external collaboration, ensuring only authorized parties can access sensitive case files.
• Integrated Records Management
  Automatically declares and retains case files according to compliance policies, ensuring legal defensibility.
• Audit-Ready Case History
  Maintains a full, time-stamped log of every action taken on the case for transparency and accountability.
• Deadline & SLA Tracking
  Monitors critical dates to prevent missed regulatory or contractual deadlines.
• Case Linking & Cross-Referencing
  Associates related cases, such as connected investigations, to see patterns and relationships.

Key Differentiator:

Unlike many standalone CMS tools, Assertec blends content management, workflow automation, and compliance — so case handling becomes a structured, trackable, and compliant process from day one.

2. Assertant AI Agent – Intelligence Inside Every Case

Cases often involve thousands of pages of evidence, correspondence, and supporting documentation. Without AI, finding what matters — and spotting risk — is time-consuming and error-prone.

How the AI Agent Enhances Case Management:

• Automated Case File Assembly
  Detects and collects all relevant documents from emails, shared drives, or integrated systems to ensure no evidence is missed.
• AI-Powered Classification & Tagging
  Automatically categorizes case content by type (e.g., contract, witness statement, inspection report) for faster navigation.
• Contextual Search & Pattern Detection
  Retrieves documents based on meaning, not just keywords, and identifies patterns between related cases.
• Risk & Compliance Alerts
  Flags cases with missing documents, inconsistent data, or potential regulatory issues.
• Smart Workflow Routing
  Assigns cases to the right team or individual based on workload, expertise, or complexity.
• Evidence Summarization & Timeline Creation
  Generates concise summaries and chronological views of events for quicker decision-making.
• Predictive Outcomes & SLA Forecasting
  Analyzes historical case resolution data to predict likely timelines, costs, or outcomes.

Impact on case operations:

The AI Agent doesn’t just speed up case handling — it reduces missed evidence, strengthens compliance, and helps teams focus on high-value decision-making instead of administrative drudgery.

3. Assertgin – Migration Without Losing the Case Story

Many organizations face the challenge of migrating active and closed cases from legacy systems, paper archives, or multiple departmental databases into a modern CMS. This is where Assertgin ensures a clean, complete, and compliant migration.

Case Migration Capabilities:

• Legacy System Extraction
  Pulls both content and metadata from old CMS tools, file shares, or paper archives.
• Case Structure Preservation
  Maintains the integrity of case files, including relationships between documents, events, and tasks.
• Metadata Mapping & Standardization
  Harmonizes disparate metadata fields so that cases remain searchable and reportable in the new system.
• Full-Text Indexing & OCR
  Converts scanned and legacy documents into searchable formats, making older evidence as accessible as new.
• ROT (Redundant, Outdated, Trivial) Analysis
  Identifies unnecessary data to streamline migration and reduce storage costs.
• Audit-Proof Migration Logs
  Documents every step, preserving chain of custody for legal defensibility.
• Phased Migration Support
  Allows departments to transition in stages without losing operational continuity.

Strategic Benefit:

Assertgin ensures that modernization does not come at the expense of losing the full narrative of past cases — critical for ongoing investigations, compliance reviews, or legal disputes.

4. End-to-End Case Lifecycle with the Assertant Suite

When these three components work together, organizations get complete case lifecycle control:

1. Intake & Capture – Assertgin ensures legacy and incoming case materials are ingested without loss of structure or compliance.
2. Organize & Secure – Assertec structures case files, applies workflows, and enforces access controls.
3. Enrich & Automate – Assertant AI Agent classifies, analyzes, and routes cases, and proactively identifies risks or missing pieces.
4. Collaborate & Resolve – Teams work in a single environment with clear tasks, deadlines, and compliance safeguards.
5. Close & Archive – Cases are securely closed, archived, or disposed of according to retention policies — automatically tracked for audit readiness.

5. Business Outcomes in the Case Management Domain

Organizations using the Assertant Suite for CMS can expect:

• Faster Case Resolution – Automated workflows and AI assistance reduce processing time.
• Higher Compliance Confidence – Continuous checks ensure no required documentation is missing.
• Better Customer & Stakeholder Experience – Faster, more transparent case handling improves trust.
• Operational Efficiency – Eliminates duplicated effort and manual data gathering.
• Future-Proof Operations – Scales to handle more cases, more data, and evolving compliance needs.

In essence:

• Assertec provides the structured, compliant, and collaborative environment to manage every case.
• Assertant AI Agent injects intelligence, automation, and proactive risk management into every stage of the case.
• Assertgin ensures that even decades-old case data enters the modern system without losing context or compliance integrity.

Together, they turn case management from a reactive, document-heavy process into a proactive, insight-driven discipline that delivers better outcomes — faster, smarter, and safer.

From Process Silos to Unified, Intelligent Process Ecosystems

Business Process Management (BPM) is about more than drawing workflow diagrams — it’s the discipline of designing, executing, monitoring, and optimizing end-to-end business processes that span across departments, systems, and data sources.

The challenge with most organizations is that:

• Processes are document-dependent but documents and workflows are managed separately.
• Legacy workflows lack flexibility for change and digital transformation.
• Data from different systems is fragmented, making continuous improvement difficult.
• AI is absent from process execution, meaning opportunities for automation and insight are missed.
• Process change is slowed by the risk of losing historical records or active work in migration.

The Assertant Suite — Assertec, Assertant AI Agent, and Assertgin — addresses these issues by:

• Merging content and process management into one platform.
• Embedding AI intelligence directly into workflows.
• Migrating legacy processes and historical data without disrupting operations.

1. Assertec – The BPM-Oriented ECM & Workflow Platform

Assertec is built on a foundation of Enterprise Content Management (ECM) and Business Process Management (BPM) principles, meaning it doesn’t just store documents — it orchestrates the processes that those documents drive.

BPM-Specific Assertec Capabilities:

• Process Modeling & Deployment
  Define, visualize, and deploy processes directly in the platform, from simple approval chains to complex multi-branch workflows.
• Human & System Task Orchestration
  Coordinates work between people and integrated systems for seamless process execution.
• Content-Centric BPM
  Tightly links process tasks to the actual documents, forms, and records they act upon.
• Rule-Based Automation
  Automatically routes, escalates, and triggers actions based on business rules.
• Parallel & Sequential Workflow Support
  Allows flexible process designs to handle concurrent or dependent steps.
• Version-Controlled Process Definitions
  Maintain a full history of process changes for governance and audit purposes.
• SLA & Deadline Management
  Tracks and enforces time limits for each step, ensuring commitments are met.
• Integrated Audit Trails
  Every process step is logged and traceable for compliance and performance analysis.

Key Differentiator:

While many BPM systems are standalone, Assertec merges process automation, content management, and compliance in a single ecosystem — critical for industries where processes are inherently document-heavy.

2. Assertant AI Agent – AI-Driven Process Optimization

The true value of BPM is not just in automation, but in continuous improvement and proactive decision-making.

The Assertant AI Agent brings this intelligence directly into Assertec’s BPM environment.

AI-Enhanced BPM Functions:

• Smart Process Routing
  Assigns tasks to the best-suited resource based on skills, availability, and workload patterns.
• Process Bottleneck Detection
  Identifies where tasks slow down, with root cause analysis and improvement suggestions.
• Automated Data Extraction
  Captures and validates key data from documents entering the workflow — no manual entry needed.
• Predictive SLA Monitoring
  Forecasts which process instances may miss deadlines and alerts managers before it happens.
• Anomaly & Compliance Checks
  Flags process instances that deviate from standard procedures or compliance rules.
• Adaptive Workflows
  Adjusts routing or steps dynamically based on real-time data or detected risks.
• Process Insights & Recommendations
  Learns from historical execution data to propose faster, cheaper, or more compliant process variants.
• Natural Language Search Across Processes
  Enables staff to find specific process instances or documents using conversational queries.

Impact on BPM:

The AI Agent elevates BPM from static workflows to living, adaptive processes that respond intelligently to conditions, workload changes, and compliance requirements.

3. Assertgin – Process and Data Migration for BPM Modernization

Many organizations moving to modern BPM platforms face the challenge of migrating both content and in-flight processes without losing integrity or continuity.

Assertgin ensures seamless BPM modernization.

BPM-Focused Migration Capabilities:

• Legacy Workflow Extraction
  Captures process definitions, metadata, and in-progress tasks from outdated BPM systems.
• Content-Process Linking Preservation
  Maintains the relationship between documents and the tasks they are part of.
• Process State Migration
  Transfers active workflows at their current stage, allowing teams to continue where they left off.
• Metadata Harmonization
  Standardizes process-related metadata for consistent reporting and searching in the new environment.
• ROT Analysis for Process Data
  Identifies redundant or outdated process data before migration to reduce clutter.
• Compliance-Ready Migration Reports
  Documents every migrated process and file for audit readiness.
• Incremental Migration Support
  Allows gradual BPM transition without operational downtime.

Strategic Benefit:

With Assertgin, organizations don’t just migrate — they upgrade processes without losing history, compliance records, or active work.

4. End-to-End BPM Lifecycle with the Assertant Suite

When the three products work together, they deliver full-spectrum Business Process Management:

1. Model & Design – Assertec provides process modeling tools integrated with content management.
2. Execute & Automate – Assertec orchestrates workflows, documents, and tasks across the organization.
3. Enrich & Optimize – Assertant AI Agent continuously analyzes processes, detects inefficiencies, and adapts workflows.
4. Migrate & Modernize – Assertgin ensures legacy processes and related documents are migrated cleanly and without disruption.
5. Monitor & Improve – AI-driven insights enable continuous improvement and compliance enforcement.

5. Business Outcomes in the BPM Domain

Organizations using the Assertant Suite for BPM can expect:

• Shorter Process Cycles – Faster execution through automation and AI-driven routing.
• Higher Process Quality – Fewer errors and missed steps due to proactive compliance and anomaly detection.
• Lower Operational Costs – Reduced manual work and optimized resource allocation.
• Continuous Process Improvement – AI learns from execution history to propose enhancements.
• Compliance Assurance – Built-in governance and audit trails across every process.

In short:

• Assertec is the engine that models, runs, and governs content-driven processes.
• Assertant AI Agent is the intelligence layer that optimizes, predicts, and adapts workflows.
• Assertgin ensures a painless, compliant migration from legacy BPM systems while keeping active processes intact.

Together, they transform BPM from static flowcharts into a dynamic, intelligent, and compliant business nervous system that improves with every cycle.

From static documents to real-time, actionable intelligence

Intelligent Document Processing (IDP) is the discipline of extracting, interpreting, and acting on information from documents of all types — whether structured forms, semi-structured invoices, or completely unstructured contracts and reports.

Where traditional document management focuses on storage and retrieval, IDP goes further by making the content understandable and usable for automated workflows and analytics.

The Assertant Suite — Assertec, Assertant AI Agent, and Assertgin — delivers a full-stack IDP capability:

• Assertec provides the platform to capture, store, organize, and route documents.
• Assertant AI Agent provides the intelligence to classify, extract, validate, and act on the content.
• Assertgin ensures that historical and legacy documents — along with their metadata and process context — are migrated into the intelligent ecosystem without loss or corruption.

1. Assertec – The IDP-Capable ECM & Workflow Core

At its foundation, Assertec is a powerful Enterprise Content Management (ECM) and workflow platform — ideal for managing the document lifecycle from ingestion to archival.

IDP-Specific Assertec Capabilities:

• Multi-Channel Document Capture
  Ingests documents from email, file shares, APIs, cloud storage, scanners, and mobile devices.
• Advanced OCR & PDF Tools
  Converts scanned or image-based documents into searchable, editable text.
• Metadata-Driven Storage & Retrieval
  Tags documents with extracted data for faster and more precise searching.
• Integrated Workflow Automation
  Routes documents automatically to the right people or systems based on content and rules.
• Document Versioning & Tracking
  Maintains a full history of document edits, annotations, and approvals.
• Secure Access Control
  Restricts who can see or modify sensitive documents, down to field-level permissions.
• Audit Trails & Compliance Readiness
  Every action on every document is logged for full transparency.

Strategic Role in IDP:

Assertec acts as the backbone — managing document lifecycle, enforcing governance, and providing the infrastructure to integrate AI-driven processing seamlessly.

2. Assertant AI Agent – The Intelligence Behind IDP

While Assertec handles document lifecycle and process routing, Assertant AI Agent handles document understanding.

It applies AI, machine learning, and NLP to read, interpret, and act on the content — turning unstructured documents into structured, business-ready data.

Core AI-Powered IDP Functions:

• Document Classification
  Automatically identifies document type (invoice, contract, purchase order, claims form, etc.) — even from unstructured content.
• Entity & Data Extraction
  Pulls key fields like names, dates, amounts, addresses, and reference numbers — regardless of layout variations.
• Natural Language Understanding
  Interprets clauses, obligations, and sentiment in legal, HR, or customer service documents.
• Template-Free Processing
  Learns to handle variations without needing fixed form templates.
• Data Validation & Enrichment
  Cross-checks extracted values against databases or rules to ensure accuracy.
• Intelligent Workflow Triggers
  Starts or moves workflows based on detected content — e.g., sending an invoice to Accounts Payable if due date < 7 days.
• Anomaly Detection
  Flags suspicious or non-compliant documents (e.g., inconsistent contract terms, abnormal invoice totals).
• Multi-Language Support
  Reads and processes documents in multiple languages, crucial for global operations.

Impact on IDP:

The AI Agent transforms documents from passive records into active business assets that trigger actions, feed analytics, and reduce human effort.

3. Assertgin – Migrating Legacy Content into the IDP Ecosystem

IDP works best when all business-critical documents — not just newly created ones — are accessible to the AI.

The challenge: most organizations have decades of documents locked in legacy systems or stored without metadata.Assertgin solves this by extracting, cleaning, standardizing, and importing these assets into the Assertec + AI Agent environment.

Migration Functions for IDP Readiness:

• Bulk Document Extraction
  Retrieves files from legacy ECMs, file servers, or proprietary systems.
• Metadata Mapping & Standardization
  Normalizes field names, values, and formats for consistency in the new system.
• Text Extraction from Legacy Formats
  Applies OCR to scanned documents and extracts embedded text from old file formats.
• ROT (Redundant, Obsolete, Trivial) Analysis
  Filters out irrelevant files before migration.
• Preservation of Document-Process Links
  Maintains workflow and audit history when available.
• Phased Migration Capability
  Moves documents in waves to reduce operational disruption.
• Audit-Ready Migration Reporting
  Generates complete logs of migrated files, metadata, and transformations.

Strategic Benefit:

Assertgin ensures the intelligence layer doesn’t start from zero — it inherits and processes the full history of corporate documents, giving AI more training data and enabling instant value.

4. End-to-End IDP Workflow with the Assertant Suite

When all three products are used together, the IDP workflow becomes holistic and future-proof:

1. Ingest – Assertec captures documents from all channels.
2. Understand – Assertant AI Agent classifies and extracts data, validates accuracy, and detects anomalies.
3. Act – Assertec routes the processed data into workflows, ERP/CRM systems, or analytics dashboards.
4. Learn – The AI Agent improves extraction accuracy and classification with every cycle.
5. Migrate – Assertgin ensures historical documents are part of the intelligent ecosystem from day one.
6. Govern – Assertec enforces retention, compliance, and security policies across all content.

5. Business Outcomes in the IDP Domain

With the Assertant Suite, organizations achieve:

• Faster Document Processing – Reducing manual entry and classification times from hours to minutes.
• Higher Data Accuracy – AI validation reduces costly downstream errors.
• Scalable Automation – Processes millions of documents without adding headcount.
• Instant Access to Historical Data – Migrated archives become searchable and usable in workflows.
• Regulatory Compliance – Built-in governance ensures adherence to legal and industry standards.
• Continuous Improvement – AI learns from corrections and new document patterns.

6. Why This Matters

In industries like banking, insurance, manufacturing, legal, healthcare, and government, documents are the lifeblood of operations.

By integrating Assertec, Assertant AI Agent, and Assertgin, organizations move from passive document storage to active, intelligent, and integrated information ecosystems — where every document can be processed, understood, and acted upon in real time.

From reactive compliance to proactive, AI-driven governance

In modern organizations, Compliance and Audit Management goes far beyond ticking boxes.

It’s about continuous assurance that policies, regulations, and standards are being met — across all document, data, and workflow activities.

The challenge:

Compliance requirements are growing in complexity (GDPR, HIPAA, SOX, ISO standards, industry-specific mandates), while the volume of information is exploding.

The Assertant Suite — Assertec, Assertant AI Agent, and Assertgin — delivers a full lifecycle compliance framework, combining governance, intelligence, and historical integration.

1. Assertec – The Compliance & Governance Backbone

Assertec provides the Enterprise Content Management and Business Process Management capabilities that serve as the foundation for compliance programs.

Key Compliance & Audit Management Functions in Assertec:

• Policy-Driven Document Retention
  Automatically enforces retention schedules and disposal policies according to legal or industry requirements.
• Access Control & Permissions
  Fine-grained user roles ensure only authorized personnel can view or edit sensitive content.
• Audit Trails & Action Logging
  Every user action — view, edit, download, approve — is logged with timestamp, user ID, and action type.
• Version Control
  Maintains a complete history of document changes for accountability and rollback purposes.
• Regulatory-Ready Storage
  Supports immutability (WORM storage) for records that must not be altered once finalized.
• Workflow Compliance Enforcement
  Ensures required approvals, verifications, or sign-offs happen before processes can proceed.
• Exception Management
  Flags deviations from standard processes for review before they cause compliance breaches.
• Dashboards & Compliance KPIs
  Visualizes compliance posture in real time — outstanding audits, policy adherence rates, overdue reviews.

Strategic Role:

Assertec provides the controls, structure, and transparency that compliance officers and auditors need — reducing manual oversight while ensuring consistent governance.

2. Assertant AI Agent – Intelligent Compliance Monitoring & Risk Detection

While Assertec enforces policy and records activity, Assertant AI Agent brings proactive intelligence to compliance and audits.

It goes beyond static rules, continuously analyzing documents and workflows for hidden risks, anomalies, and policy violations.

AI-Powered Compliance Functions:

• Automated Document Classification
  Identifies regulated content (e.g., contracts, HR records, patient files) and applies appropriate compliance rules automatically.
• PII & Sensitive Data Detection
  Locates personally identifiable information or other sensitive content, ensuring it’s protected and handled according to regulations.
• Policy Violation Detection
  Uses NLP to scan contracts, emails, and reports for non-compliant clauses, missing terms, or prohibited language.
• Real-Time Risk Alerts
  Flags potential compliance breaches as they happen, allowing early intervention.
• Continuous Audit Preparation
  Prepares evidence packages (document sets, logs, policy references) automatically for internal or external auditors.
• Smart Exception Routing
  Sends flagged cases directly to compliance teams with context and suggested actions.
• Change Impact Analysis
  Detects when regulatory updates may affect stored documents or workflows and recommends reclassification or policy updates.
• Multilingual Compliance Monitoring
  Processes and validates documents in multiple languages — essential for global compliance.

Impact:

The AI Agent transforms compliance from a reactive reporting function into a real-time assurance system that actively reduces risk exposure.

3. Assertgin – Compliance-Preserved Legacy Migration

For compliance and audits, history matters — not just new content.

Legacy records are often critical in proving past compliance, resolving disputes, or surviving regulatory investigations.Assertgin ensures these historical assets are migrated into the modern, governed environment without losing integrity or audit value.

Compliance-Focused Migration Capabilities:

• Metadata Integrity Preservation
  Ensures original creation dates, authorship, classifications, and access history remain intact.
• Chain of Custody Documentation
  Maintains a verifiable record of where each file came from, when it was moved, and who handled it.
• Retention Schedule Alignment
  Applies current retention rules to historical records upon migration.
• Content Validation & Quality Checks
  Verifies files are complete, uncorrupted, and accessible before decommissioning old systems.
• Regulatory Tagging
  Labels migrated files with relevant compliance categories for instant policy enforcement.
• Redundant, Obsolete, and Trivial (ROT) Data Removal
  Eliminates unnecessary files to reduce audit scope and storage risk.
• Audit-Ready Migration Reports
  Generates comprehensive reports proving the migration met compliance standards.

Strategic Benefit:

Assertgin makes sure the compliance story starts before the go-live date — giving auditors a complete, continuous record.

4. End-to-End Compliance & Audit Workflow with the Assertant Suite

When integrated, the suite creates a closed-loop compliance ecosystem:

1. Capture & Store – Assertec ingests documents and applies security and governance policies.
2. Understand & Classify – Assertant AI Agent identifies compliance-sensitive content and enforces applicable rules.
3. Monitor & Detect – AI continuously scans for risks, violations, and anomalies.
4. Act & Route – Non-compliant content or processes are escalated for review before causing a breach.
5. Migrate & Preserve – Assertgin brings legacy documents into the governed environment without losing evidentiary value.
6. Audit & Report – Assertec compiles full, timestamped audit trails and generates evidence packs at the click of a button.
7. Improve & Adapt – AI learns from past incidents to refine detection models and suggest policy improvements.

5. Business Outcomes in Compliance & Audit Management

With the Assertant Suite, organizations gain:

• Lower Audit Costs – Pre-organized, searchable, and validated content cuts audit prep time drastically.
• Reduced Risk of Non-Compliance – Real-time AI monitoring prevents issues before they escalate.
• Increased Audit Readiness – Always “audit ready” without special prep projects.
• Full Regulatory Coverage – Support for GDPR, HIPAA, SOX, ISO standards, and industry-specific mandates.
• Faster Incident Response – Risk alerts trigger immediate corrective workflows.
• Operational Trust & Transparency – Stakeholders, regulators, and customers see verifiable compliance controls in action.

6. Why This Matters

In regulated industries — banking, insurance, healthcare, legal, energy, and government — compliance failures don’t just bring fines. They can halt operations, damage reputations, and trigger lawsuits.

The Assertant Suite ensures compliance isn’t just a departmental afterthought, but an embedded, automated, and intelligence-driven capability in daily operations — covering both current and historical content.

From static classification to intelligent, adaptive information architecture

1. Assertec – Structured Governance for Metadata & Taxonomy

Assertec acts as the central platform where metadata rules and taxonomy hierarchies are defined, enforced, and evolved.

It provides both controlled vocabularies and dynamic classification frameworks that ensure content is organized and retrievable — regardless of its format, origin, or age.

Key Metadata & Taxonomy Management Capabilities in Assertec:

• Centralized Metadata Model
  A unified schema defines standard fields (title, author, date, department, confidentiality level, document type, etc.) across the organization.
• Taxonomy Hierarchies
  Organizes content into business-relevant categories, subcategories, and themes — supporting both functional and regulatory needs.
• Controlled Vocabularies & Picklists
  Ensures classification terms are consistent across departments to avoid “search chaos.”
• Multi-Value Metadata Fields
  Supports complex classification (e.g., a document can belong to both “Finance” and “Risk Management”).
• Automated Metadata Application
  Applies default metadata rules based on where content is ingested, who uploads it, or the workflow stage.
• Dynamic Taxonomy Updates
  Allows the taxonomy to evolve as new business units, projects, or regulations emerge.
• Faceted Search Integration
  Users can drill down via metadata filters, drastically improving findability.
• Metadata Governance Rules
  Enforces mandatory fields, validation rules, and retention classifications before content is published.

Strategic Role:

Assertec ensures that metadata and taxonomy aren’t just a filing system, but a compliance and productivity enabler, making content more usable, secure, and discoverable.

2. Assertant AI Agent – Intelligent Metadata Enrichment & Taxonomy Optimization

While Assertec enforces the structure, Assertant AI Agent injects intelligence and automation into metadata and taxonomy management.

It doesn’t just follow existing rules — it understands content meaning and applies or refines metadata automatically.

AI-Powered Metadata & Taxonomy Functions:

• Automated Metadata Extraction
  Reads content to identify titles, dates, authors, keywords, entities, and applies them without human input.
• Natural Language Processing (NLP)-Based Classification
  Understands document meaning and context to assign the most relevant taxonomy terms.
• Entity Recognition
  Detects names, organizations, places, and other entities to populate metadata fields.
• Ontology & Taxonomy Alignment
  Ensures content tags align with organizational taxonomies, even if different teams use slightly different terms.
• Taxonomy Gap Analysis
  Identifies when existing taxonomy categories fail to capture emerging topics, suggesting new terms.
• Multilingual Metadata Tagging
  Recognizes and classifies content in multiple languages — essential for global organizations.
• Sentiment & Context Metadata
  Adds qualitative metadata, like sentiment or risk level, for certain types of content (e.g., customer feedback, complaints).
• Metadata Validation & Cleansing
  Detects and corrects incorrect or incomplete metadata entries.

Impact:

The AI Agent removes the manual bottleneck in metadata entry, improves accuracy, and adapts taxonomy structures as business needs evolve.

3. Assertgin – Metadata Preservation in Legacy Migrations

When migrating from older systems, metadata integrity is often the first casualty — and that loss can cripple search, compliance, and automation in the new environment.

Assertgin ensures metadata and taxonomy survival during migrations, and even enriches it along the way.

Metadata-Focused Migration Capabilities:

• Metadata Field Mapping
  Aligns old system metadata fields with new Assertec schema fields to ensure compatibility.
• Preservation of Original Metadata
  Retains original creation dates, last modified dates, authors, and classifications.
• Taxonomy Translation
  Maps outdated or proprietary taxonomy structures to the standardized organizational taxonomy in Assertec.
• Metadata Enrichment During Migration
  Uses AI to fill in missing metadata from file content when older systems had incomplete tagging.
• Legacy Metadata Audit Reports
  Shows what metadata fields were missing, inconsistent, or incompatible before migration.
• Chain of Metadata Custody
  Maintains a documented history of metadata changes for compliance verification.
• Duplicate & ROT Content Filtering
  Identifies redundant content to streamline taxonomy and reduce clutter.
• Bulk Classification at Ingestion
  Applies modern taxonomy terms to legacy content in bulk — saving months of manual effort.

Strategic Benefit:

Assertgin ensures that metadata continuity is never broken, creating a unified information architecture across both historical and newly ingested content.

4. End-to-End Metadata & Taxonomy Management with the Assertant Suite

The combined approach creates a self-sustaining metadata ecosystem:

1. Define & Govern – Assertec sets the metadata schema, taxonomy, and governance rules.
2. Capture & Apply – Assertant AI Agent extracts, assigns, and validates metadata automatically during ingestion.
3. Evolve & Optimize – AI detects gaps and trends, suggesting taxonomy updates to reflect business evolution.
4. Preserve & Integrate – Assertgin migrates historical content while retaining or enriching metadata.
5. Search & Discover – Assertec’s faceted search and filtering leverage rich metadata for instant retrieval.
6. Audit & Verify – Metadata history and classification accuracy are fully auditable for compliance.

5. Business Outcomes in Metadata & Taxonomy Management

With the Assertant Suite, organizations achieve:

• Improved Searchability – Rich, accurate metadata makes finding content fast and precise.
• Consistent Classification – Organization-wide adherence to a single taxonomy.
• Faster Onboarding – New employees can find and understand content without tribal knowledge.
• Compliance Readiness – Metadata supports retention, privacy, and access control policies.
• Reduced Manual Effort – AI handles bulk tagging and classification at scale.
• Better Analytics – Structured metadata enables more accurate content reporting and insights.

6. Why This Matters

In today’s enterprise, content without metadata is invisible — and taxonomy without intelligence becomes obsolete.

The Assertant Suite ensures that metadata and taxonomy are living, evolving assets, not static checklists.

They become the foundation for compliance, productivity, automation, and AI-readiness.

1. Assertec – The Core Analytics and Reporting Engine

Assertec acts as the central command hub for content analytics and reporting.

It aggregates, processes, and visualizes information about content, users, workflows, and compliance in one unified environment.

Key Capabilities:

• Comprehensive Content Inventory Analytics
  View document counts, sizes, formats, and storage distribution across repositories.
• Usage Analytics
  Track who is creating, modifying, viewing, or sharing documents — and how often.
• Workflow Performance Reports
  Analyze process timelines, bottlenecks, and throughput for BPM-driven tasks.
• Compliance Dashboards
  See retention status, classification accuracy, and policy adherence in real time.
• Access & Security Reports
  Highlight unusual access patterns or permission changes for sensitive files.
• Search Performance Metrics
  Show which search terms return results, which fail, and where metadata gaps exist.
• User Engagement Insights
  Understand which teams are actively contributing to content repositories and which are disengaged.
• Drill-Down Dashboards
  Click into any graph to see detailed document-level or user-level activity.
• Automated Scheduled Reports
  Send recurring summaries to compliance officers, managers, or executives.

Strategic Role:

Assertec turns raw system logs and metadata into operational intelligence, making it easier to manage risk, improve productivity, and allocate resources effectively.

2. Assertant AI Agent – Intelligent Insight Extraction

Where Assertec provides structured dashboards, Assertant AI Agent adds interpretation, prediction, and recommendation layers to analytics.

AI-Driven Content Analytics Functions:

• Content Trend Analysis
  Detects patterns in document creation, topics, or departments over time.
• Automated Insights & Narratives
  Converts analytics into human-readable summaries (“Legal department content creation increased by 34% last quarter, primarily due to contract renewals.”).
• Anomaly Detection
  Flags sudden spikes in downloads, deletions, or access to sensitive categories.
• Predictive Workflow Analytics
  Uses historical BPM data to forecast task completion times and identify potential delays.
• Topic & Sentiment Analysis
  Applies NLP to assess the tone, themes, or risk level of large document collections.
• Content Value Scoring
  Ranks documents based on relevance, frequency of use, and business impact.
• Metadata Quality Auditing
  Measures metadata completeness and consistency, suggesting corrective actions.
• Regulatory Risk Prediction
  Highlights areas where retention, access, or classification practices may breach compliance.
• Cross-Repository Insight Correlation
  Combines ECM data with CRM, ERP, or email system analytics for a full enterprise view.

Impact:

The AI Agent transforms analytics from descriptive (“what happened”) to prescriptive (“what you should do next”).

3. Assertgin – Analytics-Driven Migration Insights

During system migrations, analytics is often treated as an afterthought — but Assertgin uses analytics both before and after migration to ensure continuity, optimization, and data-driven decision-making.

Migration-Related Analytics Functions:

• Pre-Migration Content Audits
  Identify which content is active, outdated, redundant, or trivial (ROT) before migration.
• Usage Heatmaps
  Show which repositories or folders are most active, informing migration prioritization.
• Metadata Completeness Reports
  Reveal gaps that can be fixed before or during migration.
• Taxonomy Alignment Reports
  Compare classification structures to the target system taxonomy for smooth mapping.
• Post-Migration Integrity Checks
  Confirm that all files, metadata, and access controls migrated correctly.
• Migration Performance Dashboards
  Monitor ingestion rates, errors, and transformation times during migration.
• Historical Analytics Preservation
  Retain legacy analytics data for long-term compliance or trend analysis.
• Content Optimization Recommendations
  Suggest what to archive, reclassify, or enhance after migration based on usage data.

Strategic Benefit:

Assertgin ensures migrations aren’t just a “lift and shift” — they become data optimization opportunities.

4. End-to-End Analytics Workflow with the Assertant Suite

Here’s how all three products create a seamless content intelligence cycle:

1. Capture – Assertec collects and structures content activity, metadata, and workflow data.
2. Interpret – Assertant AI Agent detects patterns, anomalies, and predicts future states.
3. Decide – Executives, compliance officers, and process owners receive AI-powered recommendations.
4. Act – Decisions are implemented in workflows, retention policies, or content clean-up.
5. Evolve – Analytics continuously refine processes and taxonomy.
6. Migrate & Preserve – Assertgin ensures analytics insights aren’t lost when systems change.

5. Business Outcomes in Content Analytics & Reporting

With the Assertant Suite, organizations gain:

• Proactive Compliance Monitoring – Problems flagged before audits.
• Operational Efficiency – Bottlenecks removed based on data, not guesswork.
• Improved Search & Discovery – Metadata quality tracked and improved over time.
• Better Resource Allocation – Content and workflows prioritized based on usage and impact.
• Informed Decision-Making – Leaders act on AI-enhanced insight, not just raw numbers.
• Reduced Risk – Suspicious patterns caught early, avoiding costly breaches.

6. Why This Matters

Without content analytics, organizations are flying blind in an ever-growing digital ocean.

Without AI-enhanced reporting, they’re stuck reacting to problems instead of anticipating them.

The Assertant Suite ensures that analytics and reporting aren’t just a compliance checkbox — they’re a strategic advantage, feeding directly into decision-making, risk management, and process innovation.

1. The Migration Challenge

Content and process migration is notoriously complex because:

• Data isn’t just stored — it’s structured, classified, and tied to business processes.
• Legacy systems have inconsistent metadata, outdated taxonomies, and unused content.
• Migrations risk downtime, data loss, compliance breaches, and productivity dips.
• Organizations often need to transform workflows, not just relocate them.

The Assertant Suite addresses this with an end-to-end migration approach that keeps systems running, compliance intact, and content/processes optimized for the future.

2. Assertgin – The Migration Specialist

Assertgin is the centerpiece for content and process migration, handling the extraction, transformation, and loading (ETL) of both digital assets and workflow logic.

Key Roles in Migration:

• Source System Analysis
  Scans repositories, process definitions, and permissions to create a complete migration map.
• Content Cleansing & ROT Elimination
  Identifies Redundant, Obsolete, and Trivial (ROT) files, allowing organizations to migrate only valuable content.
• Metadata Mapping & Enrichment
  Aligns old metadata to new taxonomies, filling in missing values and standardizing formats.
• Process Mapping
  Translates BPM workflows, routing rules, SLAs, and decision logic into the new environment.
• Transformation Engine
  Converts documents to preferred formats (e.g., PDF/A for archiving), adjusts folder structures, and normalizes file naming.
• Access Control Preservation
  Maintains security groups, permissions, and audit trails during transfer.
• Migration Testing & Staging
  Runs test migrations in sandboxes before production rollout.
• Performance Monitoring
  Tracks migration speed, error rates, and resource usage in real time.
• Post-Migration Validation
  Confirms that every file, workflow, and rule migrated correctly and functions as intended.

Strategic Role:

Assertgin ensures that migration is not just a lift-and-shift — it’s a cleanup, upgrade, and optimization project.

3. Assertec – The Post-Migration Backbone

Once content and processes arrive in the new environment, Assertec becomes the platform that stabilizes and optimizes them.

Key Roles in the Migration Context:

• Centralized Repository Management
  Ensures migrated content is organized, searchable, and secure.
• Workflow Hosting & Enhancement
  Runs migrated processes with improved performance and integration.
• Compliance Reinforcement
  Applies retention schedules, classification rules, and audit logging to all migrated content.
• Content Analytics Post-Migration
  Validates migration success by monitoring content access, workflow completion rates, and user adoption.
• Version Control & Integrity
  Prevents overwriting or loss of migrated files during the settling-in period.
• Unified Search Across Old & New Systems (if partial migration)
  Allows users to find content seamlessly across both environments during transition.

Strategic Role:

Assertec ensures that after migration, the new system is not just functional — it’s better than the old one in usability, governance, and productivity.

4. Assertant AI Agent – The Migration Intelligence Layer

While Assertgin moves the data and Assertec runs it, the Assertant AI Agent uses intelligence to guide, monitor, and improve the migration process.

AI-Driven Migration Functions:

• Pre-Migration Content Analysis
  Uses AI to detect document types, business value, and sensitivity levels — ensuring priority handling for critical items.
• Process Impact Prediction
  Analyzes workflows to predict bottlenecks and risks when moving them to the new environment.
• Metadata Gap Detection
  Identifies where missing or inconsistent metadata will cause search or compliance issues post-migration.
• Automated Taxonomy Suggestions
  Recommends updated classification structures for the new system.
• Risk Alerts
  Warns if certain migration patterns may violate compliance rules.
• User Adoption Monitoring
  Tracks how quickly users are adopting the new processes and recommends targeted training.
• Process Optimization Recommendations
  Suggests workflow changes based on historical process inefficiencies found during migration.
• Data Integrity Verification via AI
  Checks semantic content (not just file size or checksum) to confirm nothing was corrupted or truncated.

Strategic Role:

Assertant AI Agent ensures migrations are guided by data, not just technical scripts — and that human decision-makers know the “why” behind every migration step.

5. End-to-End Migration Lifecycle with the Assertant Suite

Here’s how the three solutions work together in the migration journey:

Phase 1 – Assessment & Planning

• Assertgin scans and inventories existing content and workflows.
• Assertant AI Agent identifies ROT content, metadata gaps, and compliance risks.
• Assertec establishes reporting baselines for pre-migration performance.

Phase 2 – Cleansing & Mapping

• Assertgin applies transformation rules, metadata alignment, and process mapping.
• Assertant AI Agent suggests taxonomy improvements and workflow optimizations.

Phase 3 – Migration Execution

• Assertgin moves content and workflows with real-time performance tracking.
• Assertant AI Agent monitors anomalies and predicts issues before they cause delays.

Phase 4 – Post-Migration Stabilization

• Assertec hosts the new content and processes with improved compliance controls.
• Assertant AI Agent analyzes adoption rates, efficiency gains, and missed opportunities.

Phase 5 – Continuous Improvement

• Assertec provides ongoing analytics dashboards.
• Assertant AI Agent keeps optimizing workflows and content classification.
• Assertgin remains available for incremental migrations or phased cutovers.

6. Business Outcomes of This Integrated Approach

With Assertec, Assertant AI Agent, and Assertgin working together, organizations achieve:

• Zero Data Loss – Verified through AI-driven semantic checks.
• Higher Data Quality – Metadata cleaned and enriched before migration.
• Faster User Adoption – Guided by AI-monitored training needs.
• Reduced Downtime – Staged rollouts and parallel operations.
• Regulatory Compliance – Retention schedules and security preserved.
• Process Modernization – Inefficient legacy workflows improved during migration.
• Strategic Value Creation – Migration becomes a business improvement project, not just an IT task.

7. Why This Matters

Most migrations are treated as technical chores.

The Assertant Suite treats migration as a strategic reinvention opportunity:

• Your content emerges cleaner, better organized, and compliant.
• Your processes run faster, smarter, and more adaptable.
• Your organization gains new intelligence from its information assets.

Instead of just moving digital boxes from one house to another, you redesign the house, renovate the rooms, and install a smart home system at the same time.

1. The Access & Security Management Challenge

Modern organizations face complex pressures in access and security:

• Regulatory mandates (e.g., GDPR, HIPAA, SOX) demand strict access controls and traceability.
• Distributed workforces increase the number of devices, locations, and networks in play.
• Insider threats (accidental or malicious) are just as dangerous as external hackers.
• Complex workflows require balancing security with productivity.
• Dynamic roles mean access rights must adapt in real time as people change positions or responsibilities.

Traditional static permissions models can’t keep up — organizations need intelligent, adaptive, and integrated security controls.

2. Assertec – The Governance & Enforcement Backbone

Assertec provides the core ECM & BPM platform where access and security policies are defined, enforced, and audited.

Key Security & Access Management Capabilities:

• Role-Based Access Control (RBAC)
  Assigns permissions based on job function, ensuring users see only the content and processes relevant to them.
• Granular Permissions
  Down to document-level and even metadata-field-level access restrictions.
• Secure Workflow Routing
  Ensures that only authorized participants can act on specific workflow steps.
• Multi-Layer Authentication Integration
  Works with enterprise identity providers (AD, LDAP, SSO, MFA) for centralized authentication.
• Encryption at Rest & In Transit
  Protects documents and process data from interception or tampering.
• Retention & Disposal Controls
  Ensures that secure destruction policies are applied only to content after access restrictions are lifted.
• Full Audit Trails
  Logs every access attempt, permission change, and workflow action for compliance and forensic analysis.
• Geo-Location & Device Restrictions
  Can limit access to specific regions or device types.

Strategic Role:

Assertec acts as the secure vault and gatekeeper — storing content safely, routing it securely, and keeping a verified record of every interaction.

3. Assertant AI Agent – The Adaptive Security Brain

While Assertec enforces the rules, the Assertant AI Agent provides real-time intelligence, anomaly detection, and adaptive policy recommendations.

AI-Powered Security Functions:

• Behavioral Baselines
  Learns normal user behavior (e.g., what content they access, when, from where).
• Anomaly Detection
  Flags suspicious activity such as large-volume downloads, access from unusual locations, or attempts to view restricted content.
• Dynamic Access Recommendations
  Suggests temporary or conditional access grants based on project needs — and automatically revokes them when no longer required.
• Role Drift Detection
  Identifies when a user’s access rights no longer match their current responsibilities.
• Risk Scoring
  Assigns a security risk level to each user session based on context (device, network, behavior).
• Incident Response Assistance
  Provides automated actions (e.g., locking accounts, triggering MFA re-authentication) when risks are detected.
• Content Sensitivity Identification
  Uses NLP to detect sensitive information in documents (PII, financial data) and enforce tighter controls.

Strategic Role:

Assertant AI Agent turns security from a static rulebook into a living, learning defense system — continuously adapting to protect against both external and insider threats.

4. Assertgin – Secure Migration & Transition Control

In access and security management, Assertgin plays a vital role before, during, and after content/process migration or system integration.

Secure Migration Functions:

• Permission Mapping Across Systems
  Ensures that access rights from the old system map correctly to the new one — with no unintentional privilege escalations.
• Security Cleanup During Migration
  Identifies outdated accounts, orphaned permissions, and insecure access rules — and fixes them before moving content.
• Encrypted Transfer Protocols
  Uses secure channels to move sensitive documents and workflows.
• Access Preservation
  Maintains security groups, audit trails, and access logs during the migration process.
• Security Gap Analysis
  Compares pre- and post-migration access configurations to ensure compliance.
• Temporary Dual-System Access Controls
  Manages secure parallel access when both legacy and new systems are in use during staged cutovers.

Strategic Role:

Assertgin ensures that security isn’t compromised during transition periods — which are historically the most vulnerable stages for organizations.

5. The Three Together – End-to-End Access & Security Lifecycle

Here’s how Assertec, Assertant AI Agent, and Assertgin collaborate in security management:

Phase 1 – Policy Definition & Enforcement

• Assertec defines and enforces RBAC, encryption, and workflow security.
• Assertant AI Agent recommends adaptive policies based on data sensitivity and usage patterns.

Phase 2 – Active Operations & Monitoring

• Assertec continuously applies access rules and logs activity.
• Assertant AI Agent monitors for anomalies and responds in real time.

Phase 3 – Migration or System Change

• Assertgin securely moves data and processes without breaking access rules.
• Assertec applies policies to migrated content instantly.
• Assertant AI Agent monitors for irregular access behavior in the transition period.

Phase 4 – Continuous Improvement

• Assertant AI Agent learns from incidents and updates recommendations.
• Assertec provides detailed security and compliance reports.
• Assertgin is ready to handle incremental migrations or system integrations securely.

6. Business Benefits of This Integrated Approach

With the Assertant Suite handling access and security:

• Regulatory Confidence – Full compliance with global data protection laws.
• Reduced Insider Threat Risk – AI-driven anomaly detection and role drift alerts.
• Zero Downtime in Security – Even during migration or upgrades.
• Faster Access Reviews – Automated suggestions for revoking unneeded permissions.
• Better User Experience – Conditional and temporary access that supports productivity without sacrificing security.
• Forensic-Ready Auditing – Comprehensive logs for investigations and compliance checks.

7. Why This Matters

Most organizations treat access control as a checklist item.

The Assertant Suite treats it as a strategic pillar of information governance:

• Assertec is the rules enforcer.
• Assertant AI Agent is the security strategist and early-warning system.
• Assertgin is the secure transition specialist.

Together, they provide a closed-loop security ecosystem — protecting content and processes across their entire lifecycle, even when environments, people, and business needs change.