Intelligent Document Management for High-Performance Firms.
ATG Intelligent DMS™
Mid-market financial and professional services firms operate under intense demands for speed, compliance, and precision. Outdated file systems, scattered content, and manual document processes create risk, inefficiency, and lost productivity.
ATG Intelligent DMS™ transforms document management into a measurable business advantage.
Built on Microsoft 365, SharePoint, Purview, and Copilot, it delivers a secure, compliant, and AI-ready foundation for collaboration, governance, and performance.
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.