Document Management & Automation Consulting

Enterprise document systems that work.

25+ years of imaging, document management, and workflow automation. Over 30 enterprise deployments across energy, manufacturing, finance, and education.

What we do

Document Management

OpenText Content Server and xECM administration, upgrades, and configuration. Laserfiche implementation. Platform patching, user lifecycle management, and ongoing operational support for environments with hundreds of thousands of artifacts.

Intelligent Capture & Extraction

Kofax Capture, Kofax Transformation Module, and Tungsten Total Agility. AP invoice processing, Bill of Lading automation, and AI-powered data extraction using local inference models. From scan to structured data, validated against your ERP.

Integration & Automation

Connecting document platforms to SAP, QByte, OpenInvoice, Workday, PeopleSoft, and Oracle. Custom export scripts, approval workflows, PowerShell orchestration, and scheduled automation that replaces manual, error-prone processes.

Upgrades & Migration

Content Server upgrades (9.x through 24.4), Kofax version migrations, and large-scale document moves from legacy systems like Athena, DocVue, Documentum, and FileNet. Planning, execution, and validation for environments with millions of records.

Track record

25+ Years in document management
30+ Enterprise deployments
300K+ Artifacts managed in xECM

Select clients

CNOOC / Nexen Suncor Energy Cenovus Energy Seven Generations SunLife Crescent Point Energy Baytex Energy Graham Construction Nutrien / Agrium University of Calgary Paramount Resources Fortis Alberta Progress Energy Peyto Exploration TAQA North Mark Anthony Group Strathcona Resources

Certifications

About

Koinos is the consulting practice of Anthony Chan, based in Calgary, Alberta. Since 2006, Koinos has delivered document management and process automation solutions to organizations across Western Canada and beyond.

The focus is practical: understand what you have, figure out what's costing you time, and build systems that reduce that friction. Whether that's upgrading a Content Server environment, building an AP extraction pipeline that handles 500 invoices a day, or scripting the manual steps out of a process that shouldn't need a human -- the goal is measurable improvement with minimal new complexity.

Background: B.Comm in Accounting from the University of Calgary. Started in document imaging in 1998, moved through technical lead and project management roles, and have been running independent consulting engagements since 2006.

Industries

  • Oil & Gas / Energy
  • Consumer Goods & Beverage
  • Manufacturing
  • Financial Services
  • Higher Education

Platforms

  • OpenText xECM / Content Server
  • Kofax Capture & Transformation
  • Tungsten Total Agility
  • Laserfiche
  • OnBase
  • Oracle / SQL
  • SAP / QByte / OpenInvoice

Languages & Tools

  • PowerShell
  • VB.NET / VBA / VBScript
  • SQL / Oracle
  • JavaScript
  • Python

Get in touch

Have a document management challenge? Let's talk about it.

Connect on LinkedIn

Calgary, Alberta