SentieroAI

From Legacy Platforms to AI-Driven Automation

SentieroAI is Zia Consulting’s modernization solution for moving organizations off legacy capture, IDP, and point-tool platforms and onto an AI orchestration platform.

20+ Years in Document Automation

Backed by Industry-Leading Platforms

ROI in
Months,
Not Years

Accelerated Automated Migration

Analyst-Recognized Leadership Across IDP¹

Cross-industry expertise across Banking, Insurance, Financial Services, and Supply Chain.

Built on platforms named Leaders by Gartner, Everest Group, and IDC MarketScape, 2025.

SentieroAI Bridge delivers measurable ROI in 2 to 7 months², compared with a 12- to 18-month industry benchmark.

60 to 80%³ of legacy configuration can be migrated automatically by SentieroAI Bridge, with some document types reaching 100%.

Tungsten TotalAgility, 2025 Gartner Magic Quadrant for IDP, Everest Group IDP PEAK Matrix (7 years), and IDC MarketScape Worldwide IDP 2025 to 2026.

Most organizations don’t have an automation problem.
They have a legacy platform problem.

Document complexity has outpaced rule-based capture. The manual exception layer that grew up around legacy systems is where cost leaks and audit trails break. The platform license isn’t the cost. The manual layer is. Replacing legacy with an AI-native platform is the durable fix. Getting there is where most modernization initiatives stall.

SentieroAI: The Path from a Legacy to an AI Orchestration Platform

SentieroAI is Zia Consulting’s proprietary AI-driven modernization solution. We move organizations off legacy automation platforms (Ephesoft, Kofax, Captiva, ABBYY, RPA, point-tool ML, or any combination) onto the AI orchestration platform that fits their environment.

The Optimize Library

Zia’s use case library and methodology map directly to your business

The Optimize Library runs across the entire journey by providing reusable use cases that match the use cases identified in the roadmap of your Analyze Report. 

The use cases move over through Bridge in the same way your existing data does. Once they  move through Bridge, everything runs in production on your AI orchestration platform. 

Value Streams:
Operational Excellence and Business Transformation

Mapping:
Use cases mapped by industry, regulation, and value stream to expected outcomes and ROI

Co-exist or expand:
Extend AI value across legacy and new platforms simultaneously

Ongoing:
Continuous accuracy monitoring, exception tuning, and new use case onboarding as your AI roadmap grows

You do not have to choose between the compliance chain and the AI layer. SentieroAI and the Optimize Library is how they coexist.

Your Optimize Library will grow with every engagement Zia delivers.

Every engagement runs through all three stages. The entry point changes. The path forward does not.

The Analyze Report

The Analyze Report is not a discovery call. It is a fully scoped migration proposal, delivered by Zia engineers and built from your actual data.

Environment Inventory

Your platforms, configurations, workflows, and integration points, captured.

Exception Load

Where time and cost actually go today, quantified.

AI Use Case Mapping

AI use cases matched to your specific document types and workflows.

Industry Best Practices

The IDA use cases leaders in your vertical are already deploying.

Platform Recommendation

A defensible call on the right destination platform for your environment.

ROI and Cost-Benefit

The full financial case for replatforming, modeled from your data.

Migration Path

What Bridge automates, what runs in parallel, what cutover looks like.

AI Roadmap

Post-migration use cases sequenced by ROI, risk, and readiness.

Typically 60 to 80% less cost and time than a conventional replatforming exercise.
Based on Zia’s benchmark data from first-environment implementations, validated by real-world Move Up engagements.

Delivered by Zia analysts and engineers. The recommendation is yours to act on, with or without us.

Use Cases at Scale

Accounts Payable

Invoice classification, extraction, validation, and approval routing across high-volume vendor populations.

Mailroom Automation

Inbound document classification and routing across email, scan, fax, portal, and mobile.

Sales Orders & Inquiries

Natural-language order processing, exception handling, ERP integration.

Human Resources

Onboarding documentation, employment verification, I-9, policy acknowledgment.

Contracts & Legal

Contract review, clause extraction, compliance attestation, matter file management.

Mortgage & Lending

Loan package assembly, document indexing, condition clearance, underwriting support.

Claims & Policy Servicing

FNOL intake, ACORD submissions, loss runs, medical records, policy correspondence.

Procurement & Supply Chain

Purchase orders, shipping documents, customs paperwork, supplier compliance.

Proof in the Field

AI-driven automation is no longer a projection. Organizations that started the shift in 2024 are already operating at a lower cost base.

Leading
North American Insurer

6x faster check processing.

90% auto-matched to policy.

ROI in 1.5 years.

Source: Tungsten Automation customer case study.

Leading North European
P&C Carrier

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

15 employees redeployed.

Source: Tungsten Automation customer case study.

Heffernan
Insurance Brokers

3x documents processed per day, zero headcount added.

Data entry time 75% →25%.

Source: Tungsten Automation customer case study.

SentieroAI Cross-Industry Engagement

Reach out to an expert at Zia to hear more about SentieroAI in action.

Why Zia Consulting

20+ Years of Document Automation

Advancements in AI allow Zia to tackle even more complex content challenges for your business.

SentieroAI, Our Flagship

Proprietary AI-driven modernization software that automates work other partners bill as consulting hours.

Tier 1 Support, Engineer-Direct

 The engineer who configured the workflow is the engineer who answers when you call.

Go Deeper

From Capture to Capability: The Banking Industry’s Path to AI-Driven Automation

(Dr. Shelly Mahon, Mike Mahon, Zia Consulting, 2026)

Ephesoft Move Up to TotalAgility

(Dr. Shelly Mahon, Mike Mahon, Zia Consulting, 2026)

Start With an Analyze Report

A fully scoped migration proposal, built from your actual environment, delivered by Zia engineers. Yours to act on.

Want to learn more?

Our team will be in touch.

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

³ Zia Consulting SentieroAI Bridge engagement data, 2026.

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.

Pin It on Pinterest