Constellio

ECM consultancy

A clearer vision.The expertise to get there.

Your information has potential. Our consultants help you unlock it, connecting your people, processes, and platform with a plan built around you.

  • Advice shaped around you
  • From strategy to adoption

YOUR NEXT CHAPTER

From complexity to clarity

See the whole picture

Your reality. A shared direction.

EXPERTISE, WITH YOU

Good technology starts with understanding your world.

We bring content management expertise and hands-on analysis to the same table. So every decision starts with your needs, and every change makes sense to your team.

Your challengesOur expertiseA shared action plan

THE RIGHT PEOPLE AT YOUR SIDE

Two perspectives.One team around yours.

A successful ECM project needs both a clear information framework and a platform that reflects how people actually work.

Colleagues working together around a table with laptops and project notes

BUILT TOGETHER

Better decisions begin with a conversation.

01

Content management advisors

Give your information structure. Our advisors help organize documents, define classification practices, and clarify security and compliance needs.

ClassificationDocument lifecycleGovernance
02

Dedicated functional analysts

Turn real needs into a working solution. Our analysts connect your day-to-day processes with Constellio capabilities and build a practical deployment plan.

Needs analysisConfigurationAdoption

A CLEAR PATH FORWARD

From the first question to the next milestone.

A collaborative approach that connects the big picture with the details that make it work.

01Understand

First, we listen.

We explore how your information moves, where your team gets stuck, and what you want to achieve. Your reality becomes our starting point.

  • Map your needs and existing practices
  • Identify stakeholders and priorities
  • Review security and compliance needs

WHAT YOU TAKE FORWARD

A shared understanding of your priorities

02Structure

Give complexity a clear structure.

Together, we turn the findings into an information framework: what to keep, how to organize it, and who should have access.

  • Define classification and document rules
  • Clarify roles and access policies
  • Build a practical, prioritized action plan

WHAT YOU TAKE FORWARD

An information framework and a clear roadmap

03Implement

Make the plan work in practice.

Our functional analysts translate your requirements into Constellio configurations, with your team involved in the decisions along the way.

  • Align configuration with your processes
  • Validate real-world use cases together
  • Prepare a smooth platform deployment

WHAT YOU TAKE FORWARD

A platform configured around your organization

04Empower

Help your people make it their own.

A project succeeds when people feel confident using it. We support your team with knowledge transfer, online training, and guidance for what comes next.

  • Train users on the modules they need
  • Share practical tools and best practices
  • Connect your team with ongoing support

WHAT YOU TAKE FORWARD

A confident team, ready for the next chapter

EXPERTISE THAT MAKES A DIFFERENCE

The right foundations. Lasting value.

Make your content management investment work harder for your organization.

Less searching. More doing.

Give people a clearer path to the information they need.

Confidence built in.

Bring structure to security, access, and information practices.

Room to evolve.

Build an approach that can grow with your organization.

More from your platform.

Put the right capabilities to work for your real priorities.

PEOPLE MAKE THE DIFFERENCE

Working with your team. Moving at your pace.

We bring the analytical thinking. You bring the knowledge of your organization. Together, we turn recommendations into practices that feel natural.

01

Advice that fits

Recommendations grounded in your goals and constraints.

02

Knowledge that stays

Practical training and skills your team can keep building on.

03

Support that continues

A connection to the expertise you need beyond deployment.

A collaborative planning session with charts and project documents on a desk
Your context is part of every conversation.

LET’S MAKE IT CLEAR

A few things you may be wondering.

Where does a consultancy engagement begin?

With your situation. We discuss your current content management practices, priorities, and constraints, then identify where advisory support or functional analysis can help. The scope and action plan are built around those findings.

Can you help with an existing Constellio platform?

Yes. Consultancy can help you revisit classification practices, review your processes, clarify new requirements, and make better use of your existing platform. It is not limited to new deployments.

How do advisors and functional analysts work together?

Content management advisors focus on how information is organized, governed, and protected. Functional analysts translate your operational needs into platform requirements and configurations. Their work connects your information strategy to everyday use.

Is training part of your approach?

Training and knowledge transfer support adoption. We can help identify the modules and practices your users need to master and plan suitable online training and support as part of your engagement.

YOUR NEXT CHAPTER STARTS HERE

Bring your challenges.Let’s find your direction.

Tell us where you are today and where you want to go. We’ll explore the next step together.

Talk to our team

Your people. Your information. Your possibilities.