The Challenge of Legacy Document Systems
Most mid-market firms still rely on legacy file shares, on-premise storage, or fragmented tools that weren’t designed for today’s regulatory and operational complexity.
- Compliance reporting is slow and error-prone.
- File sprawl increases audit and data loss risk.
- Manual processes limit client responsiveness.
- Teams struggle to find or trust information quickly.
For financial and professional services firms, this isn’t a minor inconvenience — it’s a performance barrier. ATG Intelligent DMS™ eliminates it.
The ATG Intelligent DMS™ Solution
ATG Intelligent DMS™ modernizes, governs, and automates your document ecosystem — transforming how your organization manages content, protects information, and measures ROI.
It’s not just a migration — it’s a performance transformation, engineered for the unique compliance and operational needs of high-performing firms.
Built on Microsoft’s most advanced cloud technologies, the Intelligent DMS™ platform includes:
- Microsoft 365 & SharePoint for content structure and collaboration.
- Microsoft Purview for governance, retention, and audit control.
- Copilot & Syntex AI for intelligent content discovery and summarization.
- Power BI for ROI and adoption analytics.
- Azure Backup & Defender for resilience and security.
Our Core Product Editions
ATG Intelligent DMS™ Product Matrix
| Edition | Ideal Firm Size | Key Products & Technologies | Core Deliverables |
|---|---|---|---|
| iDMS Jumpstart™ | 50–249 employees | – Microsoft 365 / SharePoint – Microsoft Purview (Governance Setup) – Copilot Readiness Toolkit | – Rapid SharePoint configuration and file migration – Baseline data governance and access control – Content mapping and cleanup – 30-day deployment roadmap – User adoption enablement |
| iDMS Modernization | 250–599 employees | – SharePoint + Purview Integration – Power Automate – Power BI ROI Dashboard | – Full DMS migration and modernization – Metadata and taxonomy design – Automated workflows and compliance reporting – ROI and efficiency dashboards – Departmental rollout and training |
| iDMS Enterprise™ | 600-1000 employees | – Copilot + Syntex AI – Microsoft Graph Connectors – Advanced Purview Governance – Managed DMS Monitoring | – AI-enabled document intelligence – Continuous compliance and data optimization – Managed governance service and quarterly reviews – Advanced analytics and executive reporting – Custom Power Platform integrations |
iDMS Jumpstart™
Accelerate your modernization journey.
For firms ready to move quickly from legacy file systems to Microsoft 365, iDMS Jumpstart™ delivers a fast, secure, and compliant starting point.
Includes:
- Rapid SharePoint setup and configuration
- Governance and access control policies
- Data cleanup and content mapping
- Copilot readiness and user enablement
- 30-day deployment roadmap
Outcome:
Immediate ROI through faster retrieval, reduced IT burden, and secure, governed collaboration.
iDMS Modernization™
Transform your document ecosystem with measurable performance.
Designed for firms seeking full DMS transformation, iDMS Modernization™ delivers deep integration, automation, and compliance alignment — all tracked through executive-level ROI dashboards.
Includes:
- Full DMS migration and modernization (SharePoint + Purview)
- Metadata design and taxonomy creation
- Automated workflows using Power Automate
- ROI dashboards in Power BI
- User adoption and training program
Outcome:
Modern, governed content platform that delivers measurable productivity, compliance confidence, and firm-wide collaboration efficiency.
iDMS Enterprise™
Continuous performance for large, regulated, high-growth firms.
For enterprise-scale mid-market organizations, iDMS Enterprise™ combines advanced Copilot capabilities, custom integrations, and managed governance for ongoing optimization.
Includes:
- Copilot and Syntex AI rollout
- Advanced Purview governance and analytics
- Microsoft Graph and Power Platform integrations
- Managed DMS monitoring and quarterly optimization
- Executive reporting for compliance and ROI
Outcome:
An AI-enabled document management platform that evolves with your business — secure, compliant, and performance-driven.
Performance Impact
- Reduce document retrieval time by 30–50%.
- Lower compliance risk with automated retention and audit policies.
- Increase operational efficiency with modern, AI-enabled document workflows.
- Deliver measurable ROI through Power BI analytics and performance dashboards.
- Empower remote and hybrid teams with governed, secure access to critical data anywhere.
- Eliminate redundant licenses and legacy storage costs.
Why Firms Choose ATG
ATG is more than an IT provider — we’re your Technology Performance Partner.
We bring enterprise-level expertise to the mid-market, helping financial and professional services firms modernize with purpose, compliance, and confidence.
- Proven success in regulated, high-performance industries
- Deep Microsoft 365, Purview, and Copilot expertise
- Structured delivery through the ATG 5-Step Modernization Framework
- Focus on measurable outcomes — ROI, adoption, and resilience
- Scalable models for every growth stage
Integration with ATG Solutions
ATG Intelligent DMS™ integrates seamlessly with:
- Modernization & Cloud Transitions
- Security & Compliance
- Managed & Co-Managed IT Services
Together, they create a secure, unified ecosystem that supports continuous improvement, measurable performance, and long-term scalability.
Let’s Talk Performance
Transform your firm’s document management into a performance engine.
Partner with ATG to deploy Intelligent DMS™ — the modern, compliant, and intelligent foundation your organization deserves.