ASSERTEC - ONE UNIFIED ECM-BPM-AI PLATFORM
Assertec – AI-Driven Enterprise Content & Process Management Platform
Assertec is the only unified, fully featured AI-powered Enterprise Content Management (ECM) and Business Process Management (BPM) platform on the market. Built on Alfresco as its content repository and Activiti as its workflow engine, Assertec delivers a single, cohesive platform where content, process, and AI operate natively together.
At its core is the Assertant AI Agent, providing system- and context-aware intelligence across the platform — including conversational interaction with enterprise content, intelligent document processing, automated workflow routing, and advanced AI-driven capabilities such as fraud detection and regulatory compliance.
Assertec includes a built-in, fully featured case management (BPM) component. It’s integrated with Activiti as the workflow engine, either through Alfresco Process Services or directly. It will, thus, work with your existing workflow processes as well as new ones.
Assertec also includes a built-in, fully customizable and configurable dashboard. It delivers advanced features such as details drill-down feature, time-sliders and runtime parameters.
Designed for modern enterprises, Assertec delivers comprehensive, enterprise-grade ECM and BPM functionality through a sleek, efficient, and user-friendly interface, enabling organizations to automate complex operations, improve governance, and extract real business value from their content and processes.
Assertec works on both Alfresco Enterprise and Community editions, and with either Alfresco Process Services or Activiti. It is also supported on all major database engines.
Assertec is backed by our services team, which delivers the full lifecycle of customization, deployment, training, and ongoing support.
For clients switching who do not have Alfresco, we offer a migration engine, Assertgin, which is capable of migrating content, data, and workflow processes to Alfresco and Activiti.
Assertec integrates with Alfresco Enterprise and Community. Its case management works with Alfresco Process Services or Activiti.
Assertec Overview – Unified ECM, BPM, and AI Agent for Intelligent Document Processing
Agentic Intelligence
Ask questions in plain language and instantly get clear, trusted answers from across your organization.
Record Management
AI-automated retention, legal holds, audit trails, and policy-driven lifecycle control for full regulatory compliance.
Content Intelligence & Compliance:
Document & Case Summaries, Categorization & Classification, PII & PHI Detection, Regulatory Compliance Detection, Fraud Detection, Risk Scoring.
AI-Driven Process & Decision Automation:
Action Advisor, Task Starter, System-Aware Chat, Document / Task / Case-Aware Chat, Case Initiation & Assignment, Intelligent Workflow Routing, Automatic Task Completion.
External Portal:
Secure, controlled collaboration with customers and third parties directly within workflows.
MFA-protected access and fine-grained permissions for compliant and seamless interaction.
Case Management:
A comprehensive, fully featured Case Management and Workflow system, natively unified with ECM and AI.
Integrated with Alfresco Process Services and Activiti.
Analytical Dashboard:
A fully configurable dashboard with advanced features, such as analytical drill-down dashlets, time sliders, and multi-source data support.
Auditing & Reporting
End-to-end, immutable auditing for every document and every action, with powerful search and filtering.
Our report builder, generator, and scheduler are fully configurable and customizable, supporting multi-source data.
Desktop Integration
A lightweight Windows Sync client that automatically synchronizes local folders with Assertec, keeping documents up to date in both directions.
Collaboration Tools
E-signatures, redlining, annotations, redactions, stamps, and advanced PDF tools, such as page inserts/deletes and creating binders.
Content Hub
A centralized, governed intake point from any source or integration. Once ingested, documents are AI-analyzed and understood, enabling the Action Advisor to recommend or automatically execute next actions intelligently.
OCR & Web-Scan
Upload scanned files directly from your scanner into Assertec without third-party apps, and automatically perform OCR on scanned images to be automatically AI-analyzed and understood, enabling the Action Advisor to recommend or automatically execute next actions intelligently.
Document 360 View
A complete, unified snapshot of a document, including versions, metadata, audit history, workflow activity, and associations.
It centralizes all document actions—collaboration and AI capabilities such as summaries, classification, compliance alerts, and intelligent recommendations, creating a powerful, decision-ready workspace.
Advanced Search & Filtered Treeview
A powerful Treeview enhanced with dynamic, metadata-driven filters, universal quick search, and advanced, criteria-based search.
Together, these capabilities enable fast, precise, and intelligent document discovery.
Assertec Features: Unified and Comprehensive ECM-BPM-AI Solution
Content Intelligence & Compliance
Case Management
Records Management
AI-Driven Process & Decision Automation
External Portal
Content Hub
Analytical Dashboard
Reporting and Auditing
Universal Quick / Advanced Search and Filtered Treeview
Desktop integration
Document 360 Degree View
Collaboration Tools
Web-Scan and OCR
Business Value of Assertec – Productivity, Compliance & Cost Efficiency with AI ECM/BPM
Assertec transforms Alfresco Content Services into a comprehensive business suite that is vital to your daily operations, maximizing your ROI in the following ways:
1) Assertec offers a variety of features that enhance productivity and improve efficiency, including AI integration, document collaboration tools and drill-down dashboards.
2) Assertec has many components that you would, otherwise, need to purchase from multiple vendors, including case management, advanced PDF tools and reports builder.
Assertec Editions
Choose the Right Assertec Edition for Your Enterprise Architecture
Organizations operate in different technology environments. Some seek a complete modern ECM platform, while others prefer to enhance their existing content systems with advanced automation and AI capabilities.
Assertec is available in two editions to align with different enterprise architectures and modernization priorities.
One delivers the full unified ECM, BPM, case management, and AI platform in a single governed environment.
The other is deployed as an intelligent content and workflow orchestration layer that works with your existing ECM and BPM systems (e.g., SharePoint, OpenText, FileNet, etc.) and other systems, allowing organizations to extend governance, automation, and AI capabilities without replacing the current repository.
Each edition is built on the same Assertec foundation, with the choice determined by deployment architecture, integration requirements, and the organization’s transformation strategy.
Which edition fits your environment?
Not sure which Assertec edition best fits your architecture?Share your current environment and goals, and we’ll help you determine the right deployment path.
Assertec Standard Edition
Assertec Lite Edition
Innovation at Assertec – Redefining ECM & BPM with AI Intelligence
Assertec brings AI capabilities to Alfresco! With AI, Assertec users can generate document summaries, tags, classifications, and image descriptions, as well as engage in QA chains (chats) based on document content. AI is also integrated into our Case Management component, allowing users to create case summaries and QA chains based on case data.
Assertec offers advanced document collaboration tools, including annotation, redlining, redaction, electronic signatures, watermarking, and addvanced PDF tools.
The Assertec dashboard is fully configurable and features drill-down functionality, allowing users to click on a chart segment to view the underlying data. This drill-down capability is customizable and can accommodate as many data levels as needed by the client.
Assertec features a unique Scan-to-Web capability, enabling users to upload scanned documents directly from their browser without the need for a desktop application. This functionality is also integrated with our OCR feature, and can be further enhanced by our content analysis and extraction capabilities.
Assertec features a dynamic, real-time, and actionable tree view of folders and sites in Alfresco, enhanced with user-defined filters, including search terms such as metadata properties. Users can customize the tree view to reflect a hierarchy that matches their filters, streamlining the process of finding and managing their documents.
Assertec provides tools to help organize work and boost productivity, including a centralized upload landing zone that enables users to categorize documents instantly or auto-categorize them for seamless movement to their final destination. Additionally, an advanced search function based on document types and properties allows users to locate documents more efficiently.
Assertec Technology – Java Microservices, Spring AI, Alfresco, Activiti & Kubernetes
Assertec is a web-based software developed with a microservices architecture, utilizing Java for the backend and React for the frontend. It supports all major databases, including Oracle, PostgreSQL, MySQL, and MS SQL, and can be installed on both Linux and Windows systems.
Assertec is available as a Docker image as well as through traditional distribution installations.
It is compatible with all recent versions of Alfresco Content Services, including both Enterprise and Community Editions, and remains fully compliant with the latest releases.
Assertec Pricing – Transparent, One-Time Licensing Model for Small, Medium & Large Enterprises
Assertec operates on a one-time licensing model, accompanied by an annual support and services agreement. The license fee is determined by the client's size (large, medium, or small). Any requested customizations will be billed on a time and materials (T&M) basis.
Please contact our sales for pricing.

Get started with Assertec
Request a demo or inquire for more information, and we'll respond to you right away!
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