Regulated mid-market
Pain: Auditors ask for retention proof; staff cannot find contracts or claims files.
Fit: Metadata, retention and access control aligned to your sector.
Practice · Intelligent Content Management
Enterprise content, without the enterprise drag
Document platforms, metadata models and workflows born from 18 years building Athento — intelligent content management for teams that outgrew folders and email attachments.
Yerbabuena Digital
We design and deliver enterprise content management: metadata models, capture, classification, workflows and ECM integration — from the team behind Athento. Find content in seconds, pass audits without fire drills, and build a trusted corpus for AI and automation.
Who this practice is for
Organizations where email attachments and shared drives are the system of record — and compliance is catching up.
Public sector & healthcare
Pain: Citizen or patient files spread across scans, email and legacy apps.
Fit: Capture workflows, ENI-aware integrations and audit trails.
Operations-heavy industry
Pain: Approvals stuck in inboxes; no single view of document status.
Fit: Process automation with e-signature and SLA tracking.
From inbox chaos to governed content
Content management is our origin story. Before Yerbabuena Digital, our team built Athento — an intelligent document platform trusted by banks, hospitals, councils and industry across Spain, Latin America and the United States.
We help organizations design content architectures that scale: document types, metadata, retention, search and process automation — whether you extend an existing ECM, migrate off legacy shares, or stand up a modern repository.
The goal is not another shelf for PDFs. It is findable, auditable content that moves work forward — with capture, classification, approval and publication wired to how your teams actually operate.
We measure success in findability and cycle time — not just go-live dates. KPI dashboards show search success, backlog age and validation queue health.
Return on investment
Where the numbers come from
Illustrative scenarios based on typical ECM engagements — results vary by volume, legacy state and adoption.
Financial services — contract retrieval
Legal and operations spent hours locating signed contracts across email and file shares. Metadata model + migration to governed repository.
- Time to find a contract
- −70% — Illustrative after search + metadata
- Audit prep
- Days → hours — Retention reports automated
- Validation queue
- < 48h SLA — Human-in-the-loop classification
Structured metadata pays back the first time audit or legal stops asking 'where is the file?'
Public administration — citizen files
Expedientes split between scan batches, email and legacy apps. Unified capture and workflow with ENI-aware integrations.
- Cycle time
- −35% — Routing + notifications
- Duplicate scans
- −50% — Single ingestion pipeline
- Go-live waves
- Phased — No big-bang cutover
Phased migration avoids the lift-and-dump trap while teams see value early.
Capabilities
What we design and deliver
Right-sized for mid-market and enterprise — without the multi-year SI theater.
Content architecture
Models that match how your business thinks about information.
- Document types and folder taxonomy
- Metadata schemas and controlled vocabularies
- Search and discovery design
- Migration planning from legacy shares
Capture & classification
Get content in reliably — then know what it is.
- Scan, email and API ingestion patterns
- AI-assisted classification and extraction
- Human validation queues
- Barcode and batch capture workflows
Process automation
Route content through approval, review and publication.
- Workflow and task assignment
- E-signature and approval chains
- Notifications and SLA tracking
- Integration with ERP, CRM and line-of-business apps
Agent-augmented content
Agents that capture, classify and route — with human validation.
- Agent-driven capture and ingestion pipelines
- AI classification and extraction with validation queues
- Routing and triage agents for inbound documents
- Search and summarization agents over the trusted corpus
Platform & integration
Build on what you have — or help you choose what fits.
- Athento and ECM platform configuration
- API and webhook integrations
- SSO and directory sync
- Training and admin playbooks
Use cases
Industries we know well
Contract and claims repositories
Challenge: Signed contracts scattered; audit requests took weeks of manual collection.
Outcome: Metadata + retention; retrieval time down, audit packs generated on demand.
Citizen expedientes
Challenge: Scans, email and legacy line-of-business apps with no unified workflow.
Outcome: Capture pipeline + routing; cycle time reduced, ENI integrations documented.
Validated document control
Challenge: SOPs and batch records with weak version control and search.
Outcome: Controlled vocabularies, approval chains and audit logs (scope varies by regulation).
Engagement
How a content management engagement runs
Structured like an enterprise program, delivered with studio speed.
Assess
We inventory content sources, volumes, compliance drivers and pain points. You get a gap analysis and a target architecture sketch.
Model
We define document types, metadata, retention and workflows with your process owners — in workshops, not ivory towers.
Implement
Iterative configuration, migration waves and integration sprints. Users see working repositories early, not at a big-bang go-live.
Adopt
Training, admin guides, KPI dashboards and a backlog for phase two. Success is measured in findability and cycle time, not go-live dates alone.
Before & after
What changes when content is governed
Before
- Documents in email, USB sticks and shared folders
- No retention enforcement — keep everything forever
- Search by filename guesswork
- Audits mean heroic manual exports
After
- Single repository with metadata and access rules
- Retention schedules and legal hold automated
- Find by type, date, counterparty or case ID
- Audit trails and reports on demand
Outcomes
What good content management unlocks
Find it in seconds
Structured metadata and search replace the 'which folder was it in?' hunt across email and shared drives.
Audit-ready by design
Retention, access control and activity logs satisfy internal audit and external regulators without heroic manual work.
Faster processes
Approval and routing automation cut cycle times on contracts, HR files, claims and citizen services.
Safer AI downstream
Governed repositories become the trusted corpus for RAG and agents — not a random scrape of SharePoint.
Frequently asked questions
Frequently asked questions
Do you only work with Athento?
Athento is our heritage platform and we know it deeply — but we also integrate with and advise on other ECM and cloud content stacks when that is the right fit.
Is this only for large enterprises?
No. Mid-size teams with compliance pressure (finance, healthcare, public sector suppliers) often benefit most from getting content architecture right early.
Can you help us migrate off network drives?
Yes. Migration planning, metadata mapping and phased cutover are core offerings — we avoid the 'lift-and-dump' trap.
How does this relate to your digital agency work?
Many clients start with a website, then realize marketing content and operational documents need the same discipline. We connect both practices when you are ready.
Can AI classify our documents safely?
Yes — with human validation queues, confidence thresholds and logs. We never auto-file regulated content without your rules.
Do you train our admins and power users?
Adoption is part of every engagement: admin playbooks, workshops and KPI dashboards so governance survives go-live.
Explore our other practices
Yerbabuena Digital
Still navigating between pilot and production?
If you're working through questions around access, architecture, compliance, cost control, or moving a working system into a governed production environment, we can help clarify the next practical step. We respond within one business day with a direct assessment and, where it makes sense, an initial conversation.