Transform Information
Into a Strategic Asset
Manage, govern, automate, and protect enterprise content while improving compliance, operational efficiency, and knowledge sharing across your organization.
Information Is Growing Faster Than Organizations Can Govern It
Every year, organizations generate more content — emails, documents, contracts, reports, records — across more systems. Without a governed approach to managing that information, the risks grow with the volume.
Document Overload
Content exists across SharePoint sites, shared drives, email archives, legacy systems, and cloud storage — often with no consistent naming, classification, or ownership, making information impossible to manage reliably.
Compliance Requirements
Federal records retention requirements, NARA mandates, Privacy Act obligations, and agency-specific policies require systematic recordkeeping that most organizations handle inconsistently or not at all.
Knowledge Loss
Critical institutional knowledge — processes, decisions, lessons learned, subject matter expertise — exists only in individuals’ heads or scattered documents, and disappears when employees leave or retire.
Manual Processes
Document intake, classification, routing, approval, and filing are largely manual — consuming significant staff time, introducing human error, and creating processing bottlenecks that grow with document volume.
Limited Searchability
Employees spend hours searching across multiple repositories, asking colleagues for documents, and rebuilding work that already exists — because content is inconsistently tagged, stored, and discoverable.
Information Silos
Departments maintain separate content repositories with different structures, policies, and access controls — making cross-functional knowledge sharing difficult and creating compliance gaps across the organization.
Intelligent Content & Records Management — A Complete Information Strategy
Synergistic Agility delivers a complete Intelligent Content & Records Management solution that governs the full information lifecycle — from capture through classification, storage, governance, sharing, retention, and disposition — as a managed, outcome-focused program.
We combine records strategy, platform implementation, document automation, knowledge management, retention schedule design, and ongoing governance operations — going far beyond deploying a content management system.
Capture
Digital intake, scanning, email capture & system import across all sources
Classify
AI-assisted classification, metadata tagging & records categorization
Store
Governed repositories, version control & access management
Govern
Retention schedules, policy enforcement & compliance controls
Share
Knowledge portals, search & discovery, collaboration tools
Retain & Archive
Systematic retention, disposition review & transfer to archives
What Your Organization Achieves
Designed to deliver measurable improvements in compliance posture, information access speed, document processing efficiency, knowledge sharing, and information risk reduction.
Improved Compliance
Support records retention requirements, NARA mandates, Privacy Act obligations, and agency-specific policies through automated, systematic, and audit-ready recordkeeping controls.
Faster Information Access
Locate documents, records, and knowledge in seconds through enterprise search — eliminating hours spent hunting across repositories and asking colleagues where to find information.
Reduced Manual Effort
Automate document capture, classification, routing, and filing — freeing staff from time-consuming paper-based and manual document handling activities that add no mission value.
Better Knowledge Sharing
Preserve and share institutional knowledge through governed portals, searchable knowledge bases, and structured content repositories that make organizational expertise accessible to all.
Improved Governance
Manage information consistently across every department and system — with clear ownership, defined policies, automated controls, and visibility into governance performance across the enterprise.
Lower Information Risk
Protect critical content, reduce unauthorized disclosure risk, enforce data handling policies, and maintain complete audit trails that demonstrate accountability for information handling decisions.
Four Integrated Components. One Governed Information Capability.
Every component works together to manage information from capture through disposition — building a sustainable, governed, and searchable enterprise information ecosystem.
Advisory Services
Expert consulting to assess information management maturity, develop governance strategy, design retention schedules, and build a prioritized records modernization roadmap.
- Records & Content Maturity Assessment
- Information Governance Strategy
- Retention Schedule Development
- Knowledge Management Strategy
- Compliance Gap Analysis & Roadmap
Technology Enablement
Implementation of content repositories, records management platforms, document automation, enterprise search, and knowledge management capabilities across the enterprise.
- Content Repository Deployment
- Records Management Platform Configuration
- Document Automation Implementation
- Enterprise Search & Discovery Setup
- Knowledge Portal Development
Accelerators
Pre-built retention schedules, classification taxonomies, governance frameworks, and knowledge library templates that compress implementation timelines and enforce consistency.
- Federal Retention Schedule Templates
- Content Classification Taxonomy
- Governance Policy Framework Library
- Knowledge Library Starter Structure
- Compliance Reporting Dashboard
Managed Support
Ongoing content administration, records operations, governance monitoring, and continuous improvement to keep your information management program active and effective.
- Content & Records Administration
- Disposition Review Operations
- Governance Compliance Monitoring
- Knowledge Base Maintenance
- Continuous Improvement Reviews
Where Intelligent Content & Records Management Delivers Value
Purpose-designed information management programs for the highest-impact use cases across federal agencies and enterprise organizations.
Enterprise Records Management
Implement a comprehensive, NARA-compliant records management program that governs records throughout their lifecycle — from creation through disposition — with automated retention enforcement and audit-ready reporting.
FOIA Support
Modernize FOIA request processing through enterprise search, automated document retrieval, redaction workflow, and case management — dramatically reducing response times and improving accuracy.
Knowledge Management Program
Capture and preserve institutional knowledge — lessons learned, SOPs, best practices, subject matter expertise — in a governed, searchable knowledge base that survives workforce transitions and retains organizational memory.
Digital Mailroom
Automate the intake, classification, data extraction, and routing of incoming mail, forms, and documents — replacing manual sorting and rekeying with intelligent document processing that handles high-volume intake at scale.
Policy & Procedure Management
Establish a governed policy management program that maintains current, reviewed, and accessible organizational guidance — with version control, review cycles, approval workflows, and staff acknowledgment tracking.
Executive Knowledge Portal
Provide senior leaders and executives with a centralized, curated portal for accessing mission-critical reports, briefings, policies, and organizational knowledge — organized for fast access without IT assistance.
Best-Fit Content & Records Technology
We are platform-agnostic. Technology is selected based on your content volumes, compliance requirements, and existing infrastructure — never vendor preference alone.
IBM FileNet
Enterprise content management
IBM BAW
Business Automation Workflow
IBM Datacap
Document capture & classification
IBM ADP
Automation Document Processing
Microsoft SharePoint
Content & records management
Microsoft Purview
Information governance & compliance
OpenText
Enterprise content management
Knowledge Platforms
Enterprise knowledge management
Knowledge Portals
Custom knowledge access portals
Records Dashboards
Governance & compliance views
Compliance Portals
Audit & reporting applications
A Structured Approach to Information Governance
Every engagement follows our five-phase methodology — building information governance incrementally, demonstrating compliance value early, and establishing a self-sustaining program.
Assess
Information management maturity, compliance gaps & content inventory
Design
Governance strategy, retention schedules, taxonomy & platform blueprint
Implement
Deploy content repositories, records platforms & document automation
Train
Records officers, content stewards & end-user enablement programs
Support
Records operations, governance monitoring & continuous improvement
Start with Assessment. Build to Enterprise Governance.
Four engagement packages designed to meet organizations wherever they are on their information management journey — from records assessment through enterprise modernization.
Assess your current records and information management posture, evaluate compliance gaps, and build a prioritized modernization roadmap.
Key Deliverables
- Records Maturity Assessment
- Compliance Gap Analysis (NARA/Agency)
- Content Inventory & Repository Review
- Retention Schedule Gap Analysis
- Prioritized Modernization Roadmap
Establish the governance framework, retention schedule, and foundational records capability that gives your organization systematic control over official records.
Key Deliverables
- Records Governance Framework
- Retention Schedule Development
- Information Governance Policies
- Records Officer & Staff Training
- Compliance Baseline Documentation
Deploy a complete enterprise content management capability — governed repository, document automation, search & discovery, and compliance dashboards.
Key Deliverables
- Enterprise Content Repository
- Document Automation & Intake
- Enterprise Search & Discovery
- Governance & Compliance Dashboard
- Training Program & 6-Month Support
A comprehensive agency-wide records and information management modernization program — governance, knowledge management, NARA compliance, and multi-year managed operations.
Key Deliverables
- Enterprise Information Governance Program
- Knowledge Management Framework
- Records Modernization Strategy
- NARA M-23-07 Compliance Alignment
- Multi-Year Managed Support
Why Synergistic Agility
We combine information management expertise, federal records experience, and the agility of a certified small business — building governed information programs that protect missions, preserve knowledge, and satisfy auditors.
SBA 8(a) Certified
Streamlined federal procurement for records and information management programs through SBA 8(a) certification — faster contracting with less overhead.
Federal Information Experience
Deep familiarity with federal records management requirements — NARA M-23-07, the Federal Records Act, Privacy Act, FOIA, and agency-specific records obligations.
Records Management Expertise
Certified records managers experienced in designing retention schedules, implementing NARA-compliant programs, and preparing agencies for records inspections and audits.
Knowledge Management Expertise
Practitioners with experience designing knowledge capture programs, knowledge bases, and organizational learning ecosystems that preserve institutional memory.
Process Automation Expertise
Hands-on experience deploying document automation, intelligent capture, and content processing workflows that eliminate manual document handling at scale.
IBM Solution Provider
IBM Silver Partner with certified expertise in IBM FileNet, IBM Business Automation Workflow, IBM Datacap, and IBM document processing platforms.
Compliance Support Experience
Proven ability to prepare agencies for NARA inspections, IG audits, and records compliance reviews — with audit-ready documentation that withstands scrutiny.
Mission-Focused Delivery
Every information management program is designed around mission outcomes — accessible information, preserved knowledge, and compliance that enables rather than constrains operations.
Products That Accelerate This Solution
Purpose-built tools from Synergistic Agility that complement and accelerate Intelligent Content & Records Management delivery.
SOP Assistant
An AI-powered tool that instantly surfaces relevant SOPs, policies, and procedural guidance — ensuring employees follow current processes correctly and consistently.
Knowledge Management Portal
A governed knowledge portal that captures, organizes, and surfaces institutional knowledge — making organizational expertise discoverable and accessible to every employee.
Document Automation Portal
A no-code/low-code document automation portal for building, managing, and monitoring automated document intake, classification, and routing workflows.
Records Dashboard
A real-time records compliance dashboard tracking retention schedule adherence, disposition review status, and governance health across the records program.
Policy Management Portal
A governed policy lifecycle management portal with version control, review workflows, approval routing, and staff acknowledgment tracking for all organizational policies.
Enterprise Search Assistant
An AI-powered search assistant that finds answers and documents across all enterprise repositories — eliminating the need to search multiple systems separately.
The Impact Organizations Typically See
Results vary by organization and program scope. These benchmarks reflect outcomes observed across comparable records modernization and information management engagements.
Faster Document Retrieval
Reduction in time to locate specific documents when enterprise search and governed metadata are in place
Reduced Compliance Risk
Systematic records governance with automated retention enforcement dramatically reduces audit findings and compliance exposure
Improved Knowledge Sharing
Institutional knowledge captured, governed, and accessible regardless of workforce transitions or retirements
Increased Productivity
Staff capacity freed from manual document handling, sorting, and search activities that add no mission value
Information Governance
Consistent policies, automated controls, and clear accountability across every content repository and system
Lower Operational Costs
Reduced storage costs, litigation hold expenses, and manual processing overhead through systematic information lifecycle management
Ready to Modernize Information Management?
Discover how Synergistic Agility can help your organization govern, protect, automate, and leverage enterprise information — turning information overload into a strategic organizational asset.
(443) 826-6461 · sales@synergisticagility.com · Stevenson, MD 21153 · CAGE 84C72