Ephesoft Move Up Program: What Customers Need to Know About Support, Migration & Modernization
The first session of the new Ephesoft Move Up Program webinar series introduced customers to significant updates in support, modernization opportunities, and the transition path to TotalAgility, Tungsten Automation’s flagship intelligent automation platform. The program offers a low-risk, cost-neutral way to modernize while maintaining full support and preserving existing investments in Ephesoft.
This recap follows the structure of the live webinar but focuses on the core topics, key takeaways, and guidance Ephesoft customers need moving forward.
Understanding the Purpose of the Ephesoft Move Up Program Webinar Series
This six-part series is designed to help organizations:
- Understand the new Tier 1 Support model
- Learn how to maximize existing Ephesoft investments
- Explore TotalAgility as a modern automation platform
- See how TrailheadAI Bridge can analyze and automate migration
- Build a modernization roadmap aligned to business value
The series also reassures customers they will continue to be supported for their existing contract term. Ephesoft has produced a maintenance and support product roadmap for the next few years, but new product development will be focused on the TotalAgility platform.
Why the Move Up Program Matters for Ephesoft Customers
Many organizations want to expand automation beyond capture-only workflows. The Move Up Program was created to provide a structured, affordable, and low-risk way to explore and adopt enterprise-level automation.
Key benefits of the Move Up Program:
1. Parallel use of Ephesoft and TotalAgility for three years: Teams can evaluate, compare, and transition at their own pace—without disruption.
2. No additional licensing cost during the program term: Modernization becomes accessible without new budget burdens.
3. Access to advanced AI capabilities: TotalAgility provides enterprise orchestration, decisioning, generative AI, and faster deployment through pre-trained models.
4. Automated migration through TrailheadAI: Up to 60% of your Ephesoft configuration and implementation can be automatically recreated inside TotalAgility.
5. A future-ready automation platform: TotalAgility supports end-to-end processes, cross-system orchestration, and AI-enabled workflows.
What TotalAgility Brings Beyond Ephesoft
While Ephesoft continues to excel at document capture and extraction, many enterprises now require capabilities that go much further. TotalAgility unifies intelligent capture, orchestration, and AI-driven automation within one platform.
TotalAgility delivers:
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AI-powered document processing
- Hundreds of pretrained models accelerate deployment and improve accuracy, especially for complex data extraction.
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Enterprise workflow automation
- Long-running processes, exceptions, escalations, SLAs, and cross-system orchestration all live within one environment.
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Low-code design tools
- Business teams can configure interfaces, workflows, and validations without large development cycles.
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Generative AI copilots
- DockAI and Copilot streamline model training, exception resolution, data enrichment, and workflow tuning.
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Scalability for enterprise growth
- Built for high-volume, multi-department, and multi-system automation.
Backed by its leadership position in the Gartner Magic Quadrant for Intelligent Document Processing, TotalAgility offers stability and innovation for organizations looking to modernize intelligently.
Enhanced Tier One Support for Ephesoft Customers
As part of the expanded partnership, Zia Consulting now provides Tier 1 Support for select Ephesoft customers to ensure faster response times and more personalized assistance.
Support enhancements include:
- Coverage from 8:00 AM–8:00 PM Eastern
- Responses within two hours
- A modern support portal for ticket creation and tracking
- Escalation to Tungsten Tier 2 and Tier 3 as needed
- Access to historical tickets via the Tungsten portal
- Knowledge base resources for Ephesoft and TotalAgility
This transition ensures customers experience continuous, stable support with no disruption to existing cases.
Managed Services: Strengthening Operational Stability
Beyond traditional support, Zia offers Managed Services for both Ephesoft and TotalAgility.
Managed Services include:
- Environment monitoring and performance optimization
- Upgrades, patching, and security
- Compliance and audit readiness
- Workflow tuning and configuration updates
- Weekly service touchpoints
- Quarterly business reviews (QBRs)
- Fully customizable service packages
This model helps teams reduce maintenance overhead and focus on strategic initiatives, especially as they prepare for modernization.
Automated Migration: TrailheadAI Bridge
One of the most discussed topics in the webinar was migration and how organizations can transition without rebuilding everything from scratch.
With TrailheadAI Bridge, Zia can provide an analysis and detailed report of:
- Existing Ephesoft configurations
- Custom logic and scripting
- Document types and workflows
- Integration patterns
- ROI analysis using AI with your current Ephesoft and future TotalAgility environments
TrailheadAI Bridge
Automates much of the migration into TotalAgility.
Migration impact:
- ~60% of configuration migration fully automated
- Up to 100% for certain batch classes
- Dramatically reduced effort, cost, and risk
- Faster time-to-value for TotalAgility adoption
This ensures your Ephesoft investment continues to pay dividends, even as you modernize.
What’s Ahead: The Six-Part Webinar Roadmap
To support customer decision-making, the remaining webinars will include:
- Deep dive into TotalAgility capabilities
- Detailed walkthrough of Move Up Program parameters
- Live demonstration of TrailheadAI Bridge
- Using TrailheadAI with Ephesoft and TotalAgility together
- Real-world TotalAgility use cases & best practices
- Open roundtable: Ask the Experts
These sessions will help customers evaluate modernization options and build a data-driven roadmap.
Frequently Asked Questions (SEO-Enhanced)
Is Ephesoft going end-of-life?
No. Ephesoft remains fully supported, with ongoing maintenance and patches. However, new product development will be focused on the TotalAgility platform
Can Ephesoft and TotalAgility run simultaneously for three years?
Yes. Customers can operate both platforms in parallel throughout the Move Up Program.
Will customers continue to receive upgrades and security updates for Ephesoft?
Yes. All standard updates and fixes remain available.
Do migration efforts require a full reimplementation?
No. TrailheadAI Bridge automates much of the migration, preserving up to 60–100% of existing configuration.
Why partner with Zia for support and modernization?
Zia brings deep Ephesoft and TotalAgility expertise, a proven managed services framework, and advanced automation tooling to accelerate customer success.
Your Modernization Path Starts Here
The Ephesoft Move Up Program gives customers a powerful opportunity to modernize without disruption, expand automation capabilities, and prepare for an AI-enabled future with predictable costs and expert guidance.
Organizations interested in exploring this path can:
- Request a TrailhealAI Bridge analyze assessment
- Register for upcoming sessions in the webinar series
- Connect with Zia to discuss support or managed services
- Begin evaluating TotalAgility’s enterprise capabilities
For Ephesoft customers seeking greater automation accuracy, scalability, and AI-driven capability, the Move Up Program offers a unique opportunity to modernize without disruption. Now is the ideal time to evaluate your next steps. Connect with Zia Consulting to schedule a TrailheadAI Bridge assessment, discuss your modernization roadmap, or speak with our experts about maximizing your automation strategy.