Zia Consulting, Inc.

What Zia Consulting, Inc. does

Zia Consulting, Inc. is a system integrator founded in 2003 that delivers AI-enabled intelligent automation, enterprise content management (ECM), and intelligent document processing (IDP) solutions to enterprise customers. The firm is headquartered in Boulder, Colorado, employs 51-100 people, and serves clients across insurance, mortgage, government, manufacturing, banking and financial services, energy and utilities, staffing, retail, telecom, and cross-vertical functions including corporate legal, HR, and accounts payable. Co-founded by Mike Mahon (CEO and President), Jeff Barry (COO and CTO), and Pat Myers (EVP), the company has operated continuously since 2003 with a partner-led delivery model anchored on Platinum or Premier status at multiple major ECM and IDP vendors.

The company's technology stack combines two proprietary AI platforms — SentieroAI for SAP environments and TrailheadAI for Ephesoft and Tungsten TotalAgility — layered on top of partner platforms including Alfresco Content Services (Hyland), Ephesoft Transact (Tungsten Automation), ASG Technologies Mobius, UiPath, Box, and Rocket Software. Documented AI capabilities span OCR and handwriting recognition, NLP-based document understanding, key-value and table extraction, knowledge retrieval across federated repositories, anomaly detection, and AI-driven agentic workflows. The firm has also built integration assets including the UiPath Marketplace ECM Activities Suite, the Alfresco Process Services SDK (awarded Best Project at Alfresco Hackathon 2022), the Fresh Docs mobile application, and the SentieroAI Bridge migration tool.

Zia generates revenue through three streams: professional services and consulting (implementation, integration, customization, training), managed and cloud services (ongoing operational support for deployed content platforms), and technology licensing of value-added solutions (typically bundled with implementation). Pricing is quote-based and not publicly disclosed. Go-to-market combines direct enterprise sales with channel sales through technology vendors; the company co-markets and co-sells with partners such as Alfresco, Ephesoft/Tungsten, ASG, UiPath, Rocket Software, and Box, and maintains presence at industry events including AIIM Conference, MBA Tech, ARMA InfoCon, Document Strategy Forum, and ASG EVOLVE.

Name

Zia Consulting, Inc.

Legal name

Zia Consulting, Inc.

Website

https://ziaconsulting.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

51–100 employees

Short description

Zia Consulting is a Boulder, Colorado-based system integrator that delivers AI-enabled intelligent automation, enterprise content management, and intelligent document processing solutions to enterprise customers across insurance, mortgage, government, banking, manufacturing, and other verticals.

Ownership category

akta.pro rank

Product category

Enterprise Content Management Consulting

NAICS

Management Consulting Services (54161), Computer Systems Design Services (541512), Computer Systems Design and Related Services (54151)

SIC

Services-Management Consulting Services (8742), Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

Business Process & Digital Transformation Consulting (BPAEAAAD)

akta.pro secondary industries

iBPMS (Intelligent BPM Suites) & Process Automation Suites (HDAEAHAG), Workflow-Oriented Integration & Orchestration (HDAEAIAG), Data, Analytics & AI Consulting (BPAHAEAF), Agents & Autonomous Workflows (Tool Use, Planning, Multi-Agent) (HDAAACAF)

Keywords

• Enterprise content management
• Intelligent document processing
• AI process automation
• SAP content services
• Document capture solutions

Headquarters

HQ city

Boulder

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Professional Services and Consulting: Implementation, integration, and consulting services for enterprise content management, intelligent document processing, and process automation solutions. Services include system design, customization, deployment, and training.
2. Managed and Cloud Services: Ongoing managed services and cloud-based content management solutions providing continuous support, maintenance, and operational management for customer content ecosystems.
3. Technology Solutions Licensing: Value-added solutions built on partner platforms including Alfresco, Ephesoft/Tungsten, and ASG Technologies, often bundled with implementation services.

Go-to-market motion3 records

Distribution channels3 records

Marketing channels10 records

Core offering

Zia Consulting is an AI-enabled intelligent automation system integrator that implements, customizes, and operates enterprise content management, intelligent document processing, and process automation solutions for enterprise customers. The firm combines proprietary AI products (SentieroAI, TrailheadAI) with deep implementation and managed services across partner platforms (Alfresco, Ephesoft/Tungsten, ASG, UiPath, SAP) to automate document-intensive workflows. Its deliverables include consulting, implementation, integration, content migration, and managed cloud services for industries such as insurance, mortgage, government, banking, manufacturing, and legal.

Product overview

Zia Consulting is an AI-enabled intelligent automation consultancy offering a portfolio of proprietary AI platforms (SentieroAI, TrailheadAI) combined with partner platforms (Tungsten TotalAgility, Alfresco, Ephesoft Transact) and professional services. Their core offering combines intelligent document processing, enterprise content management, and AI-driven automation to modernize content ecosystems. The platform-plus-services architecture includes document capture (Ephesoft), content management (Alfresco, Box), SAP integration (Archive & Content Services), and AI-powered processing (SentieroAI, TrailheadAI), supported by managed services and enterprise integration capabilities.

Differentiator

Problem solved

Functional benefit

Brands

• SentieroAI: AI-powered solution for content management and archiving for SAP, providing intelligent content services.

Products and services

• SentieroAI Proprietary AI platform providing intelligent content management and archiving capabilities for enterprise and SAP environments, including agentic workflow automation.
• TrailheadAI AI enhancement layer for Ephesoft and Tungsten TotalAgility platforms that transforms document processing, automation, and migration capabilities with AI features for enterprise document workflows.
• Intelligent Document Processing AI-enabled service that automatically captures, classifies, extracts, validates, and processes information from documents, targeting enterprise customers with document-intensive workflows.
• Intelligent Document Automation Automation service for document-centric workflows, enabling straight-through processing and reducing manual intervention for enterprise customers.
• Intelligent Document Capture Solutions Capture service using Ephesoft Transact for scanning, classification, and extraction of content from varied document types for enterprise customers.
• Enterprise Content Management Comprehensive ECM service using Alfresco, Box, and other platforms to manage, organize, and govern enterprise content for large organizations.
• Cloud Content Management Cloud-based content management service providing flexible, scalable, and secure content storage and collaboration for enterprise customers.
• Intelligent Content Services for SAP AI-enabled content management and archiving solution for SAP environments that improves performance, cuts costs, ensures compliance, and maximizes operational efficiency for SAP customers.
• SAP Archiving Enterprise archiving service for SAP environments to optimize storage and ensure regulatory compliance for customers running SAP.
• Content Migration Professional service for migrating content from legacy systems to modern content management platforms, supporting enterprise modernization programs.
• Managed & Cloud Services Managed service providing secure, controlled, and scalable cloud environments with experienced Zia resources for ongoing support and operational management of content platforms.
• Enterprise Integration and Federation Integration service connecting content management with ERP, CRM, business intelligence, and legacy systems, including content federation for unified search across repositories.
• AI Process Automation Consulting Services Consulting service for implementing AI-driven process automation and hyperautomation solutions for enterprise customers.
• Fresh Docs Mobile Application Native iPhone and iPad application for mobile access to CMIS Content Repositories supporting CMIS 1.0 OASIS Standard, enabling mobile content management for enterprise users.

Quantifiable outcome

• 80-95% faster document processing speed
• +3 more outcomes

Named customers4 records

Segments12 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration20 records

AI capability12 records

Feature8 records

Partnerships

Six partnerships are on record, tiered core and major.

• UiPathcoreTechnology or Integration · 1 February 2020RPA partnership with UiPath, the leading robotic process automation platform. Zia developed a suite of ECM-focused activities available on the UiPath Marketplace that automate ECM repositories, enabling customers to integrate document management with RPA workflows. Zia also authored white paper on accelerating business with RPA.
• Ephesoft (Tungsten Automation)coreChannel Partner/ Reseller/ Distributor · 1 December 2010Platinum partner status with Ephesoft, a leading intelligent document capture platform. Zia provides implementation, integration, and migration services for Ephesoft Transact. Partnership expanded to include SentieroAI Bridge enabling Ephesoft customers to modernize to TotalAgility. Zia also developed Ephesoft Mortgage solution for the mortgage industry.
• Hyland / AlfrescocoreChannel Partner/ Reseller/ DistributorLong-standing Platinum partner with Alfresco, a content management platform. Zia has developed multiple Alfresco solutions including Fresh Docs mobile app, Alfresco Process Services SDK, and enterprise integrations. Recognized as Alfresco Americas Partner of the Year (2017) and Customer Success Partner of the Year (2018).
• ASG TechnologiescoreChannel Partner/ Reseller/ DistributorPremier partner with ASG Technologies, provider of content services and data intelligence solutions. Zia offers ASG's Mobius Content Services and has been recognized as ASG Partner of the Year (2019, 2020). Partnership includes co-hosted events and webinars addressing enterprise content challenges.
• Rocket SoftwaremajorChannel Partner/ Reseller/ DistributorPartnership with Rocket Software for content management and modernization solutions. Companies co-exhibit at events including MBA Tech and Document Strategy Forum. Zia provides Rocket Software integration and implementation services for enterprise customers.
• BoxmajorTechnology or IntegrationPartnership with Box for cloud content management. Companies co-host webinars (Effective Cloud Content Management With Box) and co-sponsor AIIM Conference. Zia provides Box implementation and integration services for organizations seeking cloud-first content management.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Ixxus: Long-standing Alfresco-focused consulting and systems integration specialist with comparable ECM, content migration, and enterprise integration offerings. Highly comparable as a similarly sized boutique Alfresco partner competing for the same installed-base modernization work.
• NSI (Net Solutions International): Enterprise content management consultancy that integrates and implements ECM, IDP, and workflow automation platforms. Directly comparable as another boutique SI operating in the same content management and process automation services category.

Broad incumbents

• Tungsten Automation (formerly Kofax/Ephesoft): Owner of the Ephesoft and TotalAgility IDP platforms that Zia implements. Comparable as the underlying technology provider whose product direction and partner program directly shape Zia's delivery scope and economics.
• Hyland Software: Owner of the Alfresco platform and broader content services portfolio. Comparable as both a platform partner and indirect competitor for ECM modernization services targeting similar enterprise buyers.
• ABBYY: Intelligent document processing platform vendor with a global partner ecosystem. Comparable as a competing IDP technology stack that enterprises may choose over Ephesoft/TotalAgility for the same document automation use cases Zia services.
• M-Files: Metadata-driven enterprise content management platform with a global partner channel. Comparable as a competing ECM platform whose partner ecosystem overlaps with Zia's go-to-market in regulated industries.
• Cognizant: Global IT services and consulting firm with sizable intelligent automation and content services practices. Comparable as a much larger competitor that competes for the same enterprise digital transformation and intelligent automation RFPs.

Emerging players

• Hyperscience: AI-native intelligent document processing vendor targeting enterprise back-office automation in insurance, financial services, and government. Comparable as an emerging platform that competes for the same modernization budgets and threatens Zia's implementation-services layer with embedded automation.
• Rossum: AI-first document processing and data extraction platform serving finance, insurance, and supply chain clients. Comparable as an emerging AI-native alternative that could disintermediate traditional systems integrators in the same intelligent automation use cases.
• Indico Data: AI-powered intelligent document processing platform focused on unstructured content in insurance and financial services. Comparable as a software-led entrant whose embedded AI reduces the need for the kinds of custom integration services Zia bills against.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/ziaconsulting
• YouTubeyoutube.com/channel/UCH3ry1vAxPiIwqlPYsjfFrA
• Facebookfacebook.com/zia-consulting
• LinkedInlinkedin.com/company/zia-consulting

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Zia Consulting, Inc.