What Integra Partners does

Integra Partners Ltd. is a Calgary-based, privately held information management consulting and managed services firm founded in 2011. The company helps enterprise and mid-market organizations — primarily in the Canadian energy sector with adjacent exposure to mining, utilities, and the public sector — govern, migrate, modernize, and sustain their information estates on the Microsoft 365 platform (SharePoint, Teams, OneDrive, Power Automate, Entra, Purview) while preparing those estates for AI adoption. Services span four functional pillars: Enterprise Information Management (IM assessment, IG Blueprint™ governance, change management), Asset Information Management for engineering content (DC Blueprint™, EDMS advisory, document control resourcing), Microsoft 365 Modern Workplace governance and migration, and Scanning and Hosting (CGSB 72.34-2017 compliant digitization, metadata tagging, scan-on-demand, SharePoint hosting). Quantified outcomes cited include 50+ million pages scanned, 3.8 million electronic records migrated, search-time reductions of up to 80%, and 98%+ metadata accuracy.

The business model is project-based and managed-services professional services with custom quote-based pricing. Revenue is generated through four streams: Professional Services & Consulting (assessments, strategy roadmaps, governance implementations), Managed Services (sustained embedded information services teams), Scanning and Digitization Services (volume-priced physical-to-electronic conversion), and Document Control Resourcing (staff augmentation). The firm is co-founded and co-led by Chris Blender and Colleen Moretti (both nominated for the 2024 EY Entrepreneur of the Year, Prairie Region) with Melanie Mctee serving as Director of Services. The firm holds no disclosed external investment and operates as a services company rather than a software vendor, with proprietary methodology frameworks (IG Blueprint™, DC Blueprint™, Four Pillars Assessment) serving as the primary intellectual property differentiator.

Name

Integra Partners

Legal name

Integra Partners Ltd.

Website

https://integrapartnersltd.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

51–100 employees

Short description

Integra Partners is a Calgary-based information management consulting and managed-services firm that helps Canadian enterprises — primarily in energy — assess, govern, migrate, and digitize their information estates on Microsoft 365 while preparing them for AI adoption.

Ownership category

akta.pro rank

Product category

Information Management Consulting Services

NAICS

Computer Systems Design and Related Services (54151), Computer Systems Design Services (541512), Custom Computer Programming Services (541511)

SIC

Services-Management Consulting Services (8742), Services-Computer Integrated Systems Design (7373), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Digital Workplace & Collaboration Integration (BPAEAAAM)

akta.pro secondary industries

ERP Implementation & Systems Integration Services (BPAEAGAA), ERP, CRM & Enterprise Applications Consulting (BPAHAEAI), Data Engineering, Integration & ETL/ELT Services (BPAEAHAB)

Keywords

• Information management consulting
• Document digitization services
• Microsoft 365 governance
• Asset information management
• Enterprise records management

Headquarters

HQ city

Calgary

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Services & Consulting: Strategy-led consulting engagements for information management, AI-readiness, Microsoft 365 modernization, and digital transformation. These are project-based engagements involving assessment, governance development, implementation, and change management services.
2. Managed Services: Ongoing sustained managed services where Integra acts as the information services team for clients. Includes managed and digital services teams supporting clients' programs while they focus on core business.
3. Scanning and Digitization Services: Physical-to-electronic document conversion services including CGSB-compliant scanning, metadata tagging, hosting, and scan-on-demand capabilities. Pricing based on volume and service level requirements.
4. Document Control Resourcing: Embedding experienced professionals into client teams to maintain control of critical information. Clients can tap into Integra's bench of trained, competent document controllers with various skill sets.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

Integra Partners provides enterprise information management consulting and managed services focused on Microsoft 365 Modern Workplace, asset information management, and physical-to-electronic document digitization. The firm delivers IM assessments, governance frameworks (IG Blueprint, DC Blueprint), SharePoint/Teams/Power Automate implementation, large-scale document migration using Kofax and ShareGate, CGSB-compliant scanning with metadata tagging, document control resourcing, and ongoing managed services for clients in energy, mining, utilities, and public sector.

Product overview

Integra Partners is an information management services firm offering a portfolio of consulting and managed services organized around enterprise information management, asset information management (AIM), Microsoft 365 modernization, and physical-to-electronic digitization. The core offering consists of advisory services (IM Assessment & Strategy Roadmap, AIM Governance) combined with technology implementation (AIM Technology, Design & Configuration, Migration Services) and operational support (Managed Services, Document Control Resourcing, Change Management & Training). For digitization, services include Pack/Track/Move, Scan & Destroy, Scan-On-Demand, Metadata Tagging, and Hosting. Key proprietary methodologies include the Four Pillars Assessment approach and DC Blueprint/IG Blueprint governance templates. The firm operates as a services company rather than a software product vendor, helping clients govern, migrate, and sustain information in Microsoft 365 environments while preparing organizations for AI-readiness.

Differentiator

Problem solved

Functional benefit

Brands

• IM Governance (IG Blueprint™): A practical governance framework and templates that help companies gain executive sign-off and move towards improving information management and AI-readiness.
• DC Blueprint™
• Four Pillars Assessment

Products and services

• IM Assessment & Strategy Roadmap Assessment service that evaluates an organization's current information management state and produces a customized strategic roadmap for improving information governance and AI readiness.
• IM Governance (IG Blueprint™) Practical governance framework with templates that helps organizations gain executive approval for information management programs in as little as eight weeks and achieve AI-readiness.
• Managed Services Ongoing information services team extension providing sustained governance, continuous improvement, and operational support for client information management programs.
• AIM Governance Asset Information Management governance service defining document control standards, roles, and accountability for engineering content using the DC Blueprint toolkit to establish fit-for-purpose document control programs within 6-8 weeks.
• AIM Technology (EDMS Advisory & Implementation) Electronic document management system (EDMS) advisory and implementation services including requirements definition, RFQ support, implementation, migration, training, and metadata enrichment for engineering drawings and technical documents.
• Migration Services Document migration services comparing and consolidating content from multiple sources including network drives, Outlook, and Teams to build a single source of truth, including duplicate removal and revision stacking.
• Document Control Resourcing Embedded document control professionals with a range of skill sets to maintain control of critical information assets within client teams.
• M365 Governance Microsoft 365 governance services covering site provisioning, data security, information lifecycle management, and Purview configuration for effective electronic records retention.
• Design & Configuration (SharePoint and Teams) SharePoint and Teams configuration services building practical environments that balance collaboration and security with consistent information management standards.
• Power Automate Workflows Workflow automation services building high-impact business process automations including document reviews, approvals, filing, and content consolidation from multiple sources.
• Change Management & Training User adoption services including training sessions, communication planning, and ongoing M365 environment support ranging from dedicated teams to monthly hour allocations.
• Scan & Destroy CGSB-compliant document scanning creating legally defensible digital masters with end-to-end file tracking, enabling confident disposal of paper copies.
• Scan-On-Demand Priority scanning service maintaining business access to documents during digitization, with files priority-scanned within 4-24 hours as required.
• Metadata Tagging Document metadata application including file number, document type, and date for efficient search and retrieval, with accuracy ratings consistently exceeding 98%.
• Hosting Secure SharePoint hosting service enabling clients to take advantage of M365 Modern Workspace advantages without managing their own tenant infrastructure.

Quantifiable outcome

• Document search time reduced by 80% (from 25 minutes to 5 minutes per document)
• +14 more outcomes

Named customers8 records

Segments6 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

AI capability4 records

Feature5 records

Scale indicators8 records

Recent moves6 records

Expansion highlights6 records

Emerging players

• M-Files: M-Files sells an intelligent information management platform with metadata-driven document control, frequently deployed in engineering and project-driven organizations. It competes with Integra's EDMS advisory and AIM governance offerings at the software layer.
• AvePoint: AvePoint provides Microsoft 365 data management, governance, and migration software plus services. It directly competes in the M365 governance and migration space where Integra delivers professional services, but operates a software-led model that gives it a different margin and scalability profile.
• Laserfiche: Laserfiche provides enterprise content management and document automation software with a strong partner-led services channel. It overlaps with Integra's scanning, metadata tagging, and document control resourcing offerings in regulated industries.
• DocuWare: DocuWare is a cloud document management and workflow automation vendor with a global partner channel. It competes at the platform layer for document control, scanning/digitization, and workflow automation mandates that Integra also addresses.
• Riva Solutions Inc. Riva Solutions is a Microsoft-focused IT services firm delivering Microsoft 365, SharePoint, and Power Platform consulting. It overlaps with Integra's design and configuration, migration, and governance service lines, particularly in government and regulated verticals.

Broad incumbents

• West Monroe Partners: West Monroe is a digital services firm with strong energy, utilities, and Microsoft 365 practices. It directly competes for the same regulated-asset information management work Integra performs, with a deeper bench and US-based delivery capacity.
• OpenText: OpenText is a large enterprise content and information management platform vendor serving regulated industries including energy. It competes with Integra's asset information management (AIM) and document control practice at the platform layer and through its own services arm.
• Protiviti: Protiviti is a global consulting firm with strong risk, compliance, and technology practices that delivers information governance and Microsoft 365 transformation engagements. It competes for similar enterprise mandates with a much larger bench and broader geographic reach.
• Slalom: Slalom is a large technology consulting firm with deep Microsoft and digital transformation practices serving enterprise and mid-market clients. It competes with Integra for M365 modernization and information governance mandates with a much larger geographic and capability footprint.

Regional players

• Converge Technology Solutions: Converge is a North American IT solutions and services provider with strong Canadian operations and Microsoft partnership. It competes for Microsoft 365, data management, and digital transformation work alongside Integra in Canadian enterprise accounts.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 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 Integra Partners