Concerta Consulting

What Concerta Consulting does

Concerta Consulting Inc is a Calgary, Alberta-based professional services firm founded in 1997 that positions itself as Western Canada's leading implementer and integrator of Enterprise Content Management (ECM) and ERP solutions. The company serves enterprises and mid-market organizations—primarily in energy, financial services, and government—with current-state audits, migration planning, platform implementation, testing, validation, user training, change management, and post-launch support across ECM platforms including M-Files, OpenText Content Server, OpenText eDOCS, Microsoft SharePoint, and Kofax Capture. Its core differentiation is deep tenure on legacy ECM platforms (PCDocs, Hummingbird, OpenText eDOCS, Documentum) and a pre-emptive 2019 partnership with M-Files as the recommended replacement for eDOCS, now validated by OpenText's 2025 sale of eDOCS to NetDocuments.

The firm's revenue model is overwhelmingly professional services, delivered through custom, multi-year consulting engagements priced on a quote basis. Two proprietary products extend the services base: Invoice Connect, which automates invoicing data flow between Open Invoice and ERP systems (QByte FM, NetSuite, QuickBooks), and Doc Connect, an ECM connector positioned as an alternative to PowerVision. Concerta monetizes M-Files' built-in AI for auto-classification and metadata extraction, and markets an exclusive Microsoft 365 integration via SharePoint Embedded that enables Copilot compatibility and M-Files Aino knowledge retrieval. The company is privately held, bootstrapped, and operates from a single Calgary headquarters with no disclosed investors, parent company, or headcount figures.

Name

Concerta Consulting

Legal name

Concerta Consulting Inc

Website

https://concerta.com

Company type

Private

Founded year

1997

Operating status

Operating

Headcount range

11–50 employees

Short description

Concerta Consulting Inc is a Calgary-based professional services firm that implements and integrates Enterprise Content Management (ECM) and ERP solutions—primarily M-Files, OpenText, SharePoint, and Kofax—for enterprise and mid-market clients in Western Canada's energy, financial services, and government sectors.

Ownership category

akta.pro rank

Product category

Enterprise Content Management Implementation Services

NAICS

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

SIC

Services-Computer Integrated Systems Design (7373), Services-Management Consulting Services (8742), Services-Computer Programming Services (7371)

akta.pro primary industry

Enterprise Content Management (ECM) Suites (HDAEAGAB)

akta.pro secondary industries

E-Signature & Digital Transaction Management (DTM) (HDAEAGAF), Enterprise Application License Advisory, Vendor Management & Optimization (BPAEAGAO)

Keywords

• ECM implementation services
• ERP integration consulting
• Document migration services
• Enterprise content management
• Document capture solutions

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

Revenue model

1. ECM Implementation and Integration Services: Professional services revenue generated from implementing and integrating ECM solutions for enterprise clients. Services include system audits, migration planning, platform implementation, testing, validation, user training, change management, and ongoing post-launch support.
2. Document Capture Solutions: Implementation and support services for Kofax Capture, the world's leading document capture platform, helping clients streamline capture of important business documents.
3. eDOCS Migration Consulting: Specialized migration services helping organizations transition from legacy eDOCS platforms to modern ECM solutions, including assessment, planning, and execution of migration projects.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Concerta Consulting implements and integrates Enterprise Content Management (ECM) and ERP solutions for enterprise and mid-market organizations in Western Canada. Their portfolio includes implementation of leading ECM platforms (M-Files, OpenText Content Server, OpenText eDOCS, Microsoft SharePoint, Kofax Capture), legacy-to-modern ECM migration services (notably eDOCS to M-Files), and two proprietary integration products: Invoice Connect (automated Open Invoice-to-ERP integration) and Concerta Doc Connect (an alternative to PowerVision for document management integration).

Product overview

Concerta Consulting is Western Canada's leading ECM and ERP solutions implementer offering a portfolio of products and services. The core offerings include Invoice Connect (automated invoicing integration with Open Invoice, QByte FM, NetSuite, and QuickBooks), Electronic Content Management services using platforms like M-Files, OpenText Content Server, OpenText eDOCS, Microsoft SharePoint, and Concerta Doc Connect, Document Capture services via Kofax Capture, and specialized eDOCS to M-Files migration services. The company also provides ongoing support and implementation services for enterprise content management solutions.

Differentiator

Problem solved

Functional benefit

Products and services

• Invoice Connect Proprietary automated invoicing integration software that seamlessly connects Open Invoice with QByte FM, NetSuite, and QuickBooks, eliminating manual data entry and duplicate entries while streamlining financial data flow between ERP systems. Targeted at organizations using Open Invoice alongside these ERP/accounting platforms.
• Concerta Doc Connect Proprietary ECM connector solution offered as an alternative to PowerVision, used to integrate document management functionality within enterprise content management deployments.
• Electronic Content Management (ECM) Implementation Services Implementation, integration, and support services for leading ECM platforms including M-Files, OpenText Content Server, OpenText eDOCS, and Microsoft SharePoint. Services include current-state system audits, platform implementation, configuration, integration, testing, validation, user training, and ongoing post-launch support for enterprise and mid-market clients.
• Document Capture Implementation Services Implementation and support services for Kofax Capture, the document capture platform, enabling clients to streamline the capture of important business documents as part of broader ECM deployments.
• eDOCS to M-Files Migration Services Specialized migration services helping eDOCS customers transition to M-Files, encompassing a current-state system audit, innovation and expansion planning, migration and metadata planning, M-Files platform implementation, testing and validation, user training and change management, and ongoing post-launch support. Targeted at organizations in energy, financial services, and government sectors.

Quantifiable outcome

• Projects progress faster with better ROI results at lower cost
• +1 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration10 records

AI capability4 records

Feature2 records

Partnerships

Four partnerships are on record, tiered core.

• M-FilescoreTechnology or IntegrationAfter evaluating several ECM platforms, Concerta partnered with M-Files as their recommended solution for eDOCS migrations. M-Files offers actively supported, feature-rich ECM with built-in AI for auto-classification and metadata extraction, metadata-driven structure, workflow automation, external document collaboration, digital signature integrations, and flexible deployment options including Canadian data residency.
• OpenTextcoreTechnology or IntegrationConcerta works with OpenText platforms including OpenText Content Server and OpenText eDOCS. They have been working with eDOCS since the 1990s (originally PCDocs, then Hummingbird, and later OpenText). Note: OpenText has sold eDOCS to NetDocuments, making this partnership increasingly focused on migration away from eDOCS rather than new implementations.
• Microsoft SharePointcoreTechnology or IntegrationConcerta implements Microsoft SharePoint as part of their ECM solutions portfolio. They offer exclusive Microsoft 365 integration using SharePoint Embedded through their M-Files partnership, enabling Microsoft Copilot compatibility and real-time document collaboration.
• KofaxcoreTechnology or IntegrationConcerta implements and supports Kofax Capture, the world's leading document capture platform. They help clients streamline the capture of important business documents as part of their ECM solutions.

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• NetDocuments: Cloud-native document and email management platform vendor that acquired OpenText eDOCS in 2025. Highly relevant as both a competing ECM platform to M-Files and a likely competitor for migration services tied to the same eDOCS customer base Concerta is targeting.
• OpenText: Largest pure-play ECM vendor, owner of Content Server and formerly eDOCS. Operates its own professional services organization that competes for ECM implementation and migration work, and remains a Concerta partner for Content Server deployments even after divesting eDOCS.
• Accenture: Global systems integrator with a large enterprise content and document management practice. Competes with Concerta for larger enterprise ECM programs, particularly with energy, financial services, and government clients, and could partner with or against M-Files at scale.
• Deloitte: Big Four professional services firm with a sizable enterprise content, records, and compliance consulting practice. Comparable as a large incumbent that delivers ECM strategy, implementation, and managed services to the same regulated-industry buyers Concerta targets.
• CGI Group: Major Canadian IT services and systems integrator with a deep enterprise content, document management, and ERP practice. Relevant as a larger Canadian-headquartered competitor pursuing the same enterprise and government ECM modernization work in the same geography.

Direct peers

• Loffler Companies: M-Files partner and document management / managed IT services provider headquartered in Minnesota. Comparable to Concerta as a regional M-Files-aligned ECM implementation firm targeting mid-market and enterprise customers across multiple verticals.
• Conquest Solutions: Canadian IT consulting and managed services firm and M-Files partner headquartered in the Greater Toronto Area. Direct comparable on geography (Canadian market), platform alignment (M-Files), and business model (ECM implementation and integration services to enterprise clients).
• Micro Strategies Inc: Long-standing M-Files Gold Partner and ECM/DMS implementation specialist serving enterprise and mid-market clients. Highly comparable to Concerta in that both firms monetize professional services around the M-Files platform, run vertical-focused practices, and run migration/multi-year engagement models.

Others

• Iron Mountain: Records management, secure information storage, and digital transformation services provider. Adjacent rather than directly competitive, but overlaps with Concerta's regulated-industry content management, retention, and migration use cases for government and financial services buyers.

Emerging players

• DocuWare: Cloud-focused document management and workflow automation vendor with an active partner channel. Comparable as an alternative ECM platform that Concerta's mid-market prospects may evaluate alongside M-Files and against which Concerta's M-Files-centric services compete.

Market position

Strengths1 record

Weaknesses1 record

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/concerta-consulting-inc

Revenue estimate

Valuation estimate

Number of profiles

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 Concerta Consulting