Move Up to Tungsten TotalAgility, the SentieroAI Way

SentieroAI is the fastest path from legacy capture, IDP, and point-tool environments onto Tungsten Automation's TotalAgility, the AI-native intelligent document automation platform.

Delivered by Zia Consulting, Tungsten’s named Partner of Record on the Ephesoft Move Up path and certified Move Up partner for Kofax Capture and Kofax Transformation. 

ROI in 2 to 7 months.

Why TotalAgility

Tungsten Automation’s TotalAgility consolidates capture, processing, decisioning, and orchestration into one AI-native pipeline. Capabilities that legacy environments stitched together from four or five separate vendors run as one platform with one audit trail.

Leader in the 2025 Gartner Magic Quadrant for Intelligent Document Processing, the Everest Group IDP PEAK Matrix (seven consecutive years), the Everest Process Orchestration PEAK Matrix (Leader and Star Performer), and the IDC MarketScape Worldwide IDP 2025 to 2026.¹
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Native AI Extraction

Large language models and trained agents read context, not just templates. 95% extraction accuracy on document types that previously routed heavily into exception queues.²

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Process Orchestration

Workflow, RPA, decisioning, and exception handling run on the same platform as capture and extraction.

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Audit Trail by Default

Every document interaction produces a regulator-ready audit log, including AI decisioning.

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Document library

 3,000+ pretrained extraction models, with new document types onboarded by training rather than rebuilding rules.²

Inside Tungsten’s Move Up Program

Move Up is Tungsten Automation’s program for bringing organizations on aging document platforms into modern, AI-native capability. The program is built around a single principle: reduce friction at every stage of the modernization decision so the customer can commit within the structure of an existing budget. SentieroAI Bridge operates inside Move Up, with three program features that matter most for the buyer.

Day-One SaaS Provisioning

TotalAgility provisioned and available from contract signature. No procurement of separate infrastructure required. The new platform is ready before the migration begins.

Parallel-Operation Safety

The existing capture environment runs in parallel with TotalAgility for the full length of the initial contract term. Every workflow validated side by side before cutover. No big-bang risk.

Year-1 Uplift Waiver

Pricing relief in year one of the new platform. The economics work even before full migration is complete.

Move Up gives the customer the commercial structure. SentieroAI gives the customer the migration accelerator. Both are engineered to reduce time-to-ROI from years to months.

Why Zia for Your Tungsten Engagement

Choosing a partner for a TotalAgility move is choosing who walks the path with you. Zia walks it on purpose.

Platinum Partner

Tungsten Automation’s top tier. Direct technical access, joint roadmap visibility, and co-engineered customer engagements.

Partner of Record on the Ephesoft Path

Named by Tungsten as the lead implementation partner for customers moving off Ephesoft Transact. Most-deployed Ephesoft Move Ups in the partner ecosystem.

Move Up Certified for Kofax

Certified Move Up partner for Kofax Capture and Kofax Transformation migrations. Direct migration path for customers on legacy Kofax environments.

Tier 1 Support, Engineer-Direct

The engineer who configured your workflow is the engineer who answers when you call. Not a generic escalation queue.

How the Engagement Runs

SentieroAI’s three-stage methodology runs end-to-end on a Tungsten engagement. The path is the same one we run on every move.
The destination is TotalAgility.

Stage 1: Analyze

Scans your existing environment and produces a Tungsten-specific migration plan.

  • Inventories your legacy configuration (batch classes, document classifications, extraction rules, integration points, custom scripting) and calculates the manual effort in your current capture process.
  • Produces the Analyze Report: a defensible recommendation on the right TotalAgility deployment shape (shared-tenant SaaS, dedicated instance, or self-hosted), clear-cut ROI for the automation opportunities ahead, and a Move Up commercial proposal attached.

Stage 2: Bridge

Automated migration of your legacy configuration into TotalAgility.

  • Batch classes, document classifications, extraction rules, regex logic, and trained models migrate as a unit. 60 to 80% of configuration is automated. Some document types at 100%.
  • AI extraction applied to your historical document samples to demonstrate accuracy lift on the new platform before cutover.

Stage 3: Optimize

The ongoing AI layer that deepens your TotalAgility investment over time.

  • Continuous accuracy monitoring, exception tuning, and new document-type onboarding inside TotalAgility.

  • Targeted Analyze engagements for each new use case as you extend across the document-driven operation.

Equivalent of Tungsten’s Phase 0 Discovery, delivered by Zia.

ROI in 2 to 7 months.

From go-live to continuous capability.

Every Tungsten engagement runs all three stages. The Move Up program gives the commercial structure.
SentieroAI gives the migration tooling and the ongoing layer that keeps the platform learning.

Any Legacy Platform. One Destination.

SentieroAI Bridge moves customers off any of the platforms below (or any combination of them) onto Tungsten TotalAgility.

Ephesoft Transact

Kofax Capture

Kofax Transformation

Captiva

ABBYY

ReadSoft Invoices

AP Essentials

Point-tool RPA and ML

Don’t see your platform? Talk to a Zia Specialist. SentieroAI’s methodology adapts to any IDP-era environment.

What Tungsten Engagements Look Like

A sample of customer outcomes from SentieroAI engagements onto TotalAgility.

Top 15 US Bank (in deployment)

Lending intake modernization. 77% reduction in manual intake cost. ROI in under 12 months. 16-week implementation.

Source: Zia engagement, anonymized.

Specialty Commercial Bank

 Multi-workflow lending, onboarding, and compliance modernization. ROI expanded from single-process to multi-workflow program after Analyze.

Source: Zia engagement, anonymized.

Leading North American Insurer

6x faster check processing. 90% auto-matched to policy. ROI in 1.5 years.

Source: Tungsten Automation customer case study.

European P&C Carrier

80% cut in claims processing time (50 min → 10 min). 15 employees redeployed.

Source: Tungsten Automation customer case study.

Common Questions on a Tungsten Engagement

How long does a typical Move Up engagement take?

Typical migration runs 2 to 7 months from contract to measurable ROI, against a 12-to-18-month industry benchmark for complex enterprise platform implementations. Timeline depends on environment complexity, document volume, and exception load.

What happens to our existing configuration?

Bridge automatically transfers 60 to 80% of legacy configuration into TotalAgility (batch classes, document classifications, extraction rules, regex logic, trained models). Years of fine-tuning are preserved, not rebuilt. The remaining configuration is migrated manually with Zia engineering support.

Do we have to switch off our legacy platform at go-live?

No. The Move Up program runs the legacy environment in parallel with TotalAgility for the full length of the initial contract term. Every workflow is validated side by side before cutover. No big-bang risk.

How does SentieroAI Analyze relate to Tungsten's Phase 0 Discovery?

SentieroAI Analyze is the equivalent of Phase 0 Discovery, delivered by Zia rather than by Tungsten Professional Services directly. The output is the Analyze Report: a fully scoped migration proposal with a Move Up commercial structure attached.

What if we're already running TotalAgility?

Then you’re in Stage 3 (Optimize). A targeted Analyze identifies the highest-return use cases ready for your existing platform. Same methodology, different entry point.

What does post-deployment look like?

Zia’s Tier 1 Support. The engineer who configured your workflow is the engineer who answers when you call. Not a generic escalation queue. Ongoing Optimize engagements as you extend across the rest of the document-driven operation.

Start With an Analyze Report

A fully scoped TotalAgility migration proposal, built from your environment, with a Move Up commercial structure attached. Delivered by Zia engineers. Yours to act on.

Sources

¹ Gartner, Magic Quadrant for Intelligent Document Processing Solutions, 3 September 2025 (Tungsten Automation positioned in the Leaders quadrant). Everest Group, IDP PEAK Matrix Assessment 2025 (Tungsten Automation named a Leader, seventh consecutive year) and Process Orchestration PEAK Matrix 2025 (Tungsten Automation named a Leader and Star Performer). IDC, MarketScape Worldwide Intelligent Document Processing Software 2025 to 2026 Vendor Assessment, December 2025 (Tungsten Automation named a Leader).

² Tungsten Automation Move Up program materials and TotalAgility platform documentation, 2026.

³ Zia Consulting SentieroAI Bridge engagement data, 2026. Industry benchmark from Backbase, 2025 Banking Integration Platforms Benchmark for complex enterprise platform implementations.

GARTNER is a registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally, and Magic Quadrant is a registered trademark of Gartner, Inc. and/or its affiliates and are used herein with permission. All rights reserved. Gartner does not endorse any vendor, product or service depicted in its research publications and does not advise technology users to select only those vendors with the highest ratings or other designation.

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