ROK Index · Document governance

The right document, to the right person, at the right time, fully secure.

Internally and externally, wherever they are. ROK natively indexes every document by everything that defines work itself: each person's place in the organization (company, site, business unit, function...), the flows it travels through (sales, purchasing, accounting...), the tasks it serves, the tools they rely on — down to the software — and the associated risks. With zero data entry.

The right document
multi-indexed, effortlessly
To the right person, at the right time
internally and externally
Anywhere, on any device
fully secure

Built on ROK · 12 years of R&D · deployed for document governance at HSBC, Novares, Transdev, COFACE · Discover the platform ↗

The real issue

Enterprises don't lack documents.
They lack document orchestration.

Today's solutions are great at storing and retrieving documents. But they remain centered on the document itself, while organizations need to orchestrate its circulation through their business processes.

ECM systems store.
ROK makes documents flow.
See how
The mechanism

How ROK makes documents flow — always to the right person.

ROK's document management isn't just another module: it emerges from two proven engines, serving one simple outcome.

ROK makes it flow

BPM engine: the document's journey is described no-code, AI-assisted. Rule-based routing, the right person engaged at each step, annotations that trigger the next move, conditions and exceptions.

×

ROK knows your organization

Living org chart: companies, sites, positions, functions, flows. Who is who, and where they sit in the organization.

=

Superior document management

The right document, to the right person, at the right time, on the right device.

The document travels through the flow, and always knows who to reach because ROK knows everyone's place.
It is thus natively indexed by the organization and the flows — with zero data entry.

Document inheritance model

The document inherits everything, automatically.

The task is the pivot: it carries an IT right, a risk, and the document. It belongs to a typed flow, assigned to roles within the living organization.

You don't search for a document in a folder: you find it through its context.
A tree structure remains possible — but optional. Indexing is unlimited:

Who
01
person, function
Which flow
02
sales, purchasing, finance...
Which task
03
activity performed
Which tool
04
software (SAP...)
Which company
05
site, business unit
Which position
06
role
Which risk
07
criticality
...no limit
08
any useful criterion
AI, in the right place

Others bolt on AI to reindex documents that were never classified.

At ROK Index, they are already multi-indexed by the organization & by the flows.

And we use AI where it actually creates value: reading inside a document to feed a process. For example, in a recruitment flow, drop in a CV and cover letter: ROK identifies the candidate, extracts name, contact details and skills, and pre-fills the next step's form.

Functional coverage

Everything you'd expect from a leading ECM, and what ROK does with it.

Fifteen families, every criterion, its meaning and ROK's answer.
Click a family to expand it.

Legend Differentiator Native Partial Soon Via partner
Security & ecosystem

Security follows the function, in real time.

Access is born and dies with the function, never with the person. The same rigor as your IT access, applied to every document.

01 · Principles

Security through the function

Four guarantees applied to every document, in real time.

  • Access through the function
  • Zero residual rights
  • Encryption & MFA/SSO
  • Full traceability
02 · Ecosystem

For your entire ecosystem

The right document reaches every concerned audience — and only them.

  • Internal employees
    everyone sees the documents tied to their function
  • Partners & contractors
    external access limited to their mission
  • Members & network
    the right population receives the right content
  • Always maximally secure
    removed the moment the function or mission ends
03 · Covered sources

We replace nothing — we sit on top.

ROK has its own ECM, but can also drive yours (intranet, extranet, other ECM) without moving anything, adding this dynamic, real-time security.

ROK ECM
native storage on Azure
Your existing ECMs
SharePoint and others, piloted
Intranet
secure distribution
Extranet
third parties, partners, members
The same engine

ROK applies to your documents the intelligence it already applies to your IT rights.

An IT right=Task → Role → Process
A document=Task → Role → Process
The proof

Proven at scale, on a mature platform.

ROK Index isn't a new product to validate: it's the application of a platform already in production for document governance at some of the most demanding organizations.

12 years
of R&D and continuous production on the platform
30,000
users governed on a single deployment
25 countries
covered by one international deployment
thousands
of procedures and documents governed and steered
HSBC
Banking · Regulation · 7,000 agents

Entire regulatory document base, thousands of procedures. Front / back office segregation, validated by HSBC cybersecurity and an external audit.

Novares
Industry · HR & sales · 21 countries

Recruitment: CV reading and case pre-filling. Sales process steering on the living org chart.

Transdev
Mobility · Procurement · 300 entities

Supplier contracts: ~1,000 per month carried by the flow; OCR reading of IBANs and ERP update.

COFACE
Credit insurance · Risk

Risk and claims management: each expert sees only their cases. SharePoint kept as storage, governed by ROK.

Analyst framing
Marc Kerremans
Gartner Analyst
Gartner classifies the ROK platform in the BOAT family (Business Orchestration & Automation Technologies); Marc Kerremans proposed a dedicated framing, RAO — Resource Automation & Orchestration. ROK Index is its document-side expression.
What makes these deployments possible
Living organizationBusiness & relational flowsReal-time rightsNo-codeAI reading & extraction (IDP)
Let's get practical

The right document, to the right person, fully secure, wherever they are.