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-native automation 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 Legacy to AI-Native
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-native platform that fits their environment. Three stages.
Stage 1: Analyze
Scans the existing environment and produces a defensible modernization plan.
Stage 2: Bridge
The AI-driven
migration accelerator.
Stage 3: Optimize
The ongoing AI layer that runs on top of the new platform.
Inventories your current platforms, configurations, workflows, and the manual effort in your capture process.
Produces the Analyze Report: platform recommendation and clear-cut ROI for the automation opportunities ahead.
60 to 80% of legacy configuration migrates automatically. Some document types at 100%.
Legacy and destination platforms run in parallel for the full initial contract term.
Co-exist or expand: extend AI value across legacy and new platforms simultaneously.
Continuous accuracy monitoring, exception tuning, and new document-type onboarding.
Weeks of discovery. Automated.
ROI in 2 to 7 months.
AI value today. Migration on your timeline.
You do not have to choose between the compliance chain and the AI layer. Optimize is how both coexist.
Every engagement runs through all three stages. The entry point changes. The path forward does not.
The Analyze Report
Stage 1 of SentieroAI 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.
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