Security retrofit Recent regulatory penalties for a July 2024 data breach indicate a need for enhanced security controls. Propose a comprehensive data protection and incident response package, including risk assessments, multifactor authentication, VPN validation, and breach notification readiness to reduce risk and potential penalties for clients with sensitive information.

Compliance posture New York penalties and required controls suggest a market opportunity for enterprise-grade compliance solutions. Position InStream’s document management capabilities alongside governance, risk, and compliance features to appeal to state agencies, educational institutions, and regulated industries seeking robust privacy and incident response readiness.

Mid-market focus Firmly in the small team to mid-market range with revenue in the lower millions and a strong paperless office focus. Target similar sized organizations undergoing digitization, offering scalable scanning, imaging, and long-term digital retention solutions to boost productivity and reduce physical storage costs.

Legacy to modern Historical emphasis on imaging, microfilm, and wide format printing presents an opportunity to upsell modern cloud-based document management, collaboration, and AI-assisted workflows. Highlight migration paths from legacy processes to cloud-native solutions with integration to widely used platforms.

Partnership leverage Past collaboration with technology partners and a diverse tech stack (WordPress, Shopify, Google Cloud, Microsoft 365) indicates openness to integrations. Propose joint go-to-market with complementary vendors and offer bundled solutions that connect document management with existing IT ecosystems to accelerate adoption.