The second session in the TotalAgility Move Up Program webinar series addressed a growing reality facing many organizations: document capture alone is no longer sufficient. As unstructured data volumes increase and processes become more complex, enterprises must move beyond point capture solutions toward end-to-end intelligent automation that orchestrates content, decisions, and workflows at scale.
This session focused on how TotalAgility from Tungsten Automation enables that shift, introducing the platform as an AI-driven enterprise orchestration and automation solution designed to extend automation beyond capture. The discussion explored why this evolution is urgent, which intelligent automation capabilities now matter most, and how Ephesoft customers can prepare for scalable modernization and long-term automation strategy.
This recap follows the structure of the live webinar and highlights the key insights organizations need as they evaluate modernization and scalability.
The Purpose Behind the Ephesoft Move Up to TotalAgility Program
The Ephesoft Move Up to TotalAgility Program provides Ephesoft customers with a low-risk, structured approach to intelligent automation migration. It enables organizations to move from Ephesoft to TotalAgility’s enterprise-grade, AI-driven platform without operational disruption, helping teams improve scalability, governance, compliance, and long-term automation value.
The program is supported by a focused six-part Move Up webinar series, designed to guide customers through every stage of the Ephesoft-to-TotalAgility transition:
- Webinar 1: Provides an overview of the migration path from Ephesoft to TotalAgility
- Webinar 2: Examines TotalAgility architecture, AI-powered IDP, and workflow orchestration capabilities
- Webinar 3: Delivers a side-by-side platform comparison highlighting functional gaps and advantages
- Webinar 4: Explains how Zia’s TrailheadAI Bridge reduces cost, risk, and time to value when transitioning to TotalAgility
- Webinar 5: Covers best practices and use cases for phased migration, compliance, and operational continuity
- Webinar 6: Addresses customer questions and defines practical next steps for modernization
This session builds on the Move Up foundation by giving Ephesoft customers a clear understanding of how TotalAgility’s architecture, AI-powered IDP, and orchestration capabilities support scalable, enterprise-wide intelligent automation.
Why Intelligent Automation Matters Now
Many organizations remain satisfied with their existing capture platforms and those systems continue to deliver value. However business demands have changed and automation initiatives must now support end-to-end processes, cross-system orchestration, and real-time decision making.
Organizations are under pressure to:
- Handle growing volumes of unstructured data
- Reduce operational cost and manual effort
- Improve accuracy and compliance
- Respond faster to customers and regulators
Intelligent automation addresses these challenges by connecting content, workflows, and AI into a unified operating model. TotalAgility was built to support this transition and help organizations scale automation beyond individual use cases.
What TotalAgility Delivers for Enterprise Automation
TotalAgility is Tungsten Automation’s flagship AI-enabled orchestration and automation platform. It provides a single environment where organizations can manage content ingestion, data extraction, decision logic, and workflow orchestration together.
With TotalAgility, organizations can:
- Ingest content from virtually any source
- Classify and extract data using AI
- Enrich information into actionable insights
- Automate workflows and decisions across systems
The platform supports no-code and low-code development, enabling business and IT collaboration and incremental modernization without operational disruption.
What’s New in TotalAgility 2025.2
In addition to the new release of TotalAgility version 2025.2, Tungsten has moved to a year and quarter based release model, with quarterly updates beginning in 2026.
This ensures customers benefit from continuous innovation and faster access to new AI capabilities. The 2025.2 release focuses on Intelligent document processing, workflow automation, and Knowledge Discovery.
Intelligent Document Processing That Accelerates Time to Value
TotalAgility’s intelligent document processing capabilities were enhanced to reduce setup time and improve accuracy.
These improvements allow organizations to:
- Design and configure capture faster using DocAI Studio, built for both developers and business users
- Accelerate onboarding with more than 3,000 predefined document types
- Improve OCR accuracy using built-in Microsoft Azure Read OCR with automatic language detection
- Extract complex and unstructured data using Copilot-assisted extraction
These enhancements allow organizations to move from design to production faster, while improving straight-through processing and data quality.
AI-Driven Workflow Automation and Agentic Intelligence
Beyond document processing, TotalAgility enables enterprise decision automation and orchestration using agentic AI.
These capabilities allow organizations to:
- Create intelligent tasks quickly using Quick AI Agents
- Orchestrate multiple agents that collaborate and share context
- Surface case insights using a built-in Case Agent with natural language interaction
- Accelerate workflow and rules development with an enhanced development copilot
These tools help organizations automate more complex processes while remaining flexible as business needs evolve.
Knowledge Discovery: Unlocking Value from Unstructured Content
A major focus of the session was AI Knowledge Discovery, designed to unlock insight from unstructured enterprise content such as contracts, reports, emails, and policies.
Knowledge Discovery enables organizations to:
- Ingest and analyze large volumes of unstructured data
- Build a secure enterprise knowledge base
- Ask natural language questions and receive cited answers
- Feed insights directly into workflows and decisions
This capability is especially valuable in industries such as legal, insurance, banking, healthcare, and business process outsourcing where accurate interpretation of information is critical.
Security and Compliance Built Into the Platform
As AI adoption increases, security and compliance remain essential. Tungsten emphasized that customers retain full control of their data.
Security highlights include:
- Preserve customer ownership and control of data
- Protect data with tenant isolation and encryption at rest and in transit
- Prevent data leakage by excluding customer data from external model training
- Ensure transparency and traceability using retrieval-augmented generation
The platform supports major compliance frameworks including SOC, ISO, GDPR, HIPAA, and others.
Migration Support and Continuous Innovation
For organizations already using Tungsten capture or transformation technologies, the Move Up utility helps migrate existing validation rules and formatters into TotalAgility. This reduces rework and accelerates access to new capabilities.
Combined with quarterly releases, TotalAgility ensures organizations can continue innovating while protecting existing investments.
Preparing for What Comes Next
This session reinforced that intelligent automation is now a strategic requirement. TotalAgility brings together intelligent document processing, enterprise orchestration, and knowledge discovery in a single platform designed for modern enterprise demands.
Upcoming sessions in the webinar series will dive deeper into platform capabilities, migration strategies, live demonstrations, and real-world use cases. Organizations evaluating their automation roadmap are encouraged to continue participating and engage with Zia Consulting to explore how TotalAgility can support their modernization goals. For a comprehensive overview of the Move Up Program, download our most recent white paper here.