Why companies choose Insight

Easy content management

Struggling with user adoption? Looking to refresh your traditional web interface? Insight is the easiest way to manage your content. It removes traditional content management limitations by seamlessly integrating with Microsoft Windows and Office, and allowing users to save files from any application directly into a secure & complaint content repository.

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Simple and intuitive

Insight was built to be easy to learn without lengthy and complex training. In fact, we often hear: "It's just like what we had before", after migrating our customers from their legacy file shares to a more robust content management platform. With support for Windows keyboard shortcuts, silent document versioning, advanced document linking with Factset and Bloomberg, and much more, Insight is the easiest way to manage your content.

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Trusted Enterprise Security & Compliance

Insight supports and adheres to the security configuration of your content management platform and ensures compliance with corporate policies by leveraging pre-existing security roles. Critical business content stays within the boundaries of your corporate network and can be regularly monitored and audited.

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"Transitioning our Legal department from Documentumís Webtop to COSI Insight helped us to achieve 100% user adoption by greatly simplifying many of the day-to-day tasks. Working with confidential and often complex legal documents is difficult enough, leveraging a simple, intuitive and intelligent interface improved productivity, useability and employee satisfaction."

Brian Shield
VP IT at Boston Red Sox

"At McCarran, Insight has significantly increased the productivity and adoption of our content management solutions. Insight is simple and intuitive user interface accelerated change with minimal disruption. In addition, the knowledge and responsiveness of the COSI staff is greatly appreciated."

KS Iyer
Departmental Systems Administrator at McCarran

Solutions spotlight


After receiving a mandate to move away from managing content on a Windows shared drive, a large bank struggled to find a solution that would work in its environment where there is heavy use of embedded objects in Office documents from 3rd party tools like Factset and Bloomberg. Insight was able to solve this challenge and delight users with an experience that was very familiar to their existing process. They also discovered that Insight overcame a number of old limitations with Windows that made managing content much more efficient.


At a major US energy firm, Insight LegalDocs is used to manage email chain of custody and collaboration on critical legal documentation. The new solution allows the team to automatically generate docket numbers, file content based on multiple attributes, and effortlessly save emails and attachments directly into Documentum. Best of all, the legal team can continue to work directly in Microsoft Outlook, eliminating the need for training on a new tool.

Financial Services

After suffering from poor user acceptance of its new content management platform, a major European financial services firm contacted COSI Consulting for help. With growing concern over how users were sharing content to avoid limitations with the new system the firm decided to implement Insight to give users an experience that was as simple as the old Windows shared drive but still provided the auditability it needed. Since the implementation it has seen a significant increase in user acceptance and is looking for ways to leverage Insight for further business process automation.

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