Alfresco

IBM Premier Business Partner

Micro Strategies has been an Alfresco™ partner since 2006 and has been a Platinum partner since 2009. Our Enterprise Content Management practice has a focused team of Alfresco-Trained Architects and Developers. This experienced team has delivered a number of solutions in multiple industries, such as: Financial Services, Bio Tech, Legal and Retail Sales. These delivered solutions include document capture (Scan, Fax & e-Mail), advanced workflow and extensive external system integrations with both off-the-shelf software and home-grown solutions (Oracle® Financials, SAP®, Great Plains, PC Law® and others). Our customized approach enables clients to take full advantage of their ECM (Enterprise Content Management) investment in order to achieve the maximum return on investment.




Solution Offerings:

  • ECM / Alfresco Education/Training
  • ECM / Alfresco Strategy Review
  • Alfresco Health Check (Technical)
  • Solution Gap Analysis (Business / Technical)
  • Legal Solutions


Client Solutions:

Accounts Payable: Capturing incoming paper, e-mail and faxed invoice related documentation is accomplished using various capture tools including Kofax. While some initial document tagging is done during the capture process, the remaining tagging and workflow is completed via the MSI Profiler. This additional tagging also includes integrations into existing financial systems for validating document properties and executing other workflows. A dashboard provides appropriate users with the ability to monitor productivity and to drill down into each account and document queue.


New Account Document Processing: Capturing incoming paper, e-mail and faxed account related documents is accomplished using Kofax. Properties are assigned during the capture process and validated by business users utilizing the MSI Profiler. Once verified, users can route documents to the next step and access a host of other capabilities built into the MSI Profiler. A dashboard provides users with the ability to monitor productivity and drill down into each account and queue.


Loan Document Processing: Capturing incoming paper, e-mail and faxed loan related documents is accomplished using Kofax. Properties are assigned during the capture process and validated by business users through the MSI Profiler. Users are able to easily review other loan related documents in order to assimilate, incorporate and process the newly arrived documents. Users can also route documents to the next step and access a host of other capabilities built into the MSI Profiler. A dashboard provides users with the ability to monitor productivity and drill down into each account and document queue.

See the First Marblehead Case Study


ECM-ROI Savings




Clinical Research Organization (CRO)

A Clinical Research Organization (CRO) that supports early stage clinical trials for biotech and pharmaceutical companies was looking to move from paper-based workflows to 21 CFR Part 11 compliant document management processes. The company manages nearly half a million documents, and needed an automated workflow that was cost effective and allowed for integration with other internal systems and one that ensured that audit trails and electronic signatures met regulatory requirements.

Working with Micro Strategies this CRO was able to implement Alfresco's open architecture document management system creating a flexible solution that integrated with their existing infrastructure. With this new system and the MSI Profiler, users and the executive team now track documents in more efficient ways, reducing errors, and improving workload management.

The company now uses these capabilities as a differentiator versus other CROs when they compete for new business. The current Alfresco repository holds more than 200,000 documents and 375 gigabytes of data.

See the CRO Case Study


Art / Image Workflow Management: Document capture of certain documents requires the use of high- end digital cameras. This approach requires that each image or page be handled as an individual file. Maintaining the relationship between images and pages is crucial to the success of the solution. The MSI Profiler plays a special role in assigning properties to a document, and it provides users with the ability to both square and crop the image in a very streamlined manner.


Forms Processing (PDF "Fillable" Forms): An import module available for users of the MSI Profiler is the ability to have a "flat" PDF form be converted to a "fillable" form during processing. This allows users to update forms directly and to automatically pass the form data to the Alfresco properties of documents. PDF forms can also be pulled into the Alfresco repository and their form data pulled and stored as either document properties or as an export file to be loaded into another system. These properties can be used to trigger events such as workflows.


Contracts Management: Managing a contractual document from creation through renewal and expiration can be done easily with Alfresco, WeWebU and Kofax. This combination allows users to start the process in Microsoft® Word, route the document for approval, receive and scan the approved document and ensure it's managed through renewal and expiration.

See the Large Non-Profit Case Study


In an effort to preserve and share historical documentation with people around the world, a large, non-profit organization embarked on an ambitious project to digitize over one million historical documents from the civil rights movement. The goal of the online archiving project was to make important cultural documents easily accessible to people of all nations for generations to come.






Kofax, founded in 1985, has helped pioneer PC-based document image processing, focusing on PC-based hardware that accelerates the scanning, viewing and printing of high-resolution document images. Kofax is an industry leader in the conversion of unstructured documents and data into reusable electronic business information.


ARX (Algorithmic Research) is a global provider of cost-efficient digital signature solutions for industries such as AEC, life sciences, healthcare, government, energy, and manufacturing. ARX´s CoSign® is the market leading digital signature solution. CoSign digital signatures fully automate signature-dependent processes affordably and compliantly, allowing organizations to go paperless and save time and money. Compatible with major document types including Word, Excel®, PDF, PDF/A, and IBM Forms, CoSign signatures are globally verifiable without requiring proprietary validation software. CoSign is also centrally managed by your organization for reliable control over signature privileges.


Bridgeway Software - Bridgeway's eCounsel® and LawManager® for matter management, contract management, mass tort, automation of key business processes, and management reporting. Smart Invoice© for electronic invoicing and cost analysis. Secretariat® for compliance and corporate governance with entity management, calendar integration, document management, workflow and reports. Predix© for litigation risk assessment.