Organize. Unify. Scale.
A three-phase framework for moving public agencies from records chaos to lasting clarity. We meet you where you are — paper, legacy software, or somewhere in between — and map a path forward using the cloud you already own.
Organize: See What You Actually Have.
We scan, structure, and extract your legacy records — paper and digital — so nothing stays buried and everything becomes visible. AI-assisted ingestion and metadata extraction transform legacy clutter into indexed, compliant records ready for the next phase.
- Scanning and digitization at any scale
- Taxonomy and metadata setup for searchability
- Legacy migration from paper, file shares, and outdated systems
- Compliance setup aligned to your retention requirements
Unify: One Ecosystem. One Login.
Your organized records move into the cloud platform you already own. Forms, workflows, and data connect in a single place — eliminating silos and the cost of maintaining multiple disconnected systems. No new software required.
- Electronic forms and connective tools built inside Microsoft 365 or Google Workspace
- Workflow automation that replaces paper-based approvals
- Records lifecycle alignment from creation to retention
- Governance support and ongoing platform configuration
Scale: Activate What You Already Fund.
We turn on advanced automation, analytics, and AI using the licenses your agency already pays for — Microsoft Copilot, Power Automate, Power BI, Azure AI. Your infrastructure grows with you, and you future-proof for the cloud-and-AI era without adding new systems.
- Public Records Act dashboards and self-service portals
- Retention logic and automated lifecycle management
- Native AI integration through Microsoft Copilot
- Ongoing optimization, reporting, and advanced integrations
The Tools Behind the Framework.
SyTech engagements are powered by purpose-built capabilities for ingestion, e-forms, integration, and document storage — all designed to live inside the cloud platforms you already own.
OneForm
Our electronic forms engine for internal and public-facing workflows, approvals, and automation. Lives inside your Microsoft 365 or Google environment — never a standalone SaaS app.
AI-Powered Ingestion
Documatic, our AI ingestion and metadata extraction tool, accelerates legacy records migration and compliance setup during the Organize phase.
Connective Tools
Integration capabilities that link Power Automate, SharePoint libraries, Power BI dashboards, and other Microsoft services into a single records ecosystem.
Cloud-Native Storage
Structured, cloud-based document and records storage — standalone or fully SharePoint-ready, governed by your tenant's security policies.
Not Sure Where Your Agency Should Start?
Every engagement begins with an assessment. We learn where you are, what is working, and what is not — then map a clear path forward through Organize, Unify, and Scale.
Request a Free Assessment