Mercury, Daida’s platform for enterprise content management, is built to make that difference feel obvious in daily work. It brings together document management, workflow automation, compliance management, and enterprise data services so teams can move faster, stay safer, and prove results without the last-minute scramble.
If you are exploring ways to modernize content operations, this guide explains what Mercury does, why it is different, and how to put it to work. Along the way you will find internal links to practical resources across Daida so you can keep going deeper where it matters most.
Why ECM still matters in a digital workplace
Email threads, chat attachments, shared drives, and legacy repositories all hold fragments of business truth. Without a modern content management system, information scatters and slows everything down. A strong ECM program delivers five outcomes that leaders care about:
- Control. Clear document control and version history so people trust what they are looking at.
- Security. Policies and permissions that align with your data classification rules and keep content safe.
- Compliance. Evidence that regulatory compliance and data compliance are enforced as work happens.
- Productivity. Fast search, clean metadata, and simple routing that cut rework and waiting.
- Scale. Cloud document management for remote and hybrid teams, with performance you can count on.
If you are just starting to tune your foundations, Daida’s overview of document management and our guide to digital-first best practices can help you set direction
Meet Mercury: ECM that leads with simplicity
Many platforms ask you to choose between power and ease. Mercury is designed to give you both.
- Easy to adopt. People can upload, find, and share content quickly. Training time is short because the interface favors plain language and predictable actions.
- Built for scale. Teams can expand usage without wrestling with complex license math.
- Everywhere access. Work securely from office, home, or client sites.
- Search that works. Indexing, synonyms, and filters help people find what they need on the first try.
Get the full picture on the product page for Mercury.
Security and compliance by design
Security is strongest when it is part of the daily experience rather than a separate process. Mercury protects content with encryption at rest and in transit, supports SSO and MFA, and gives admins precise control over who can see and change information. That includes role based and attribute based access, expiration rules for links, and clean audit trails for every action.
Compliant behavior is automated where possible. Retention schedules, legal hold, privacy flags, and evidence collection live inside the platform so you are always ready for a compliance audit. If you want to see how Daida frames this from a program perspective, read our post on using document management for governance, risk, and compliance.
Why it matters
- Strong data security reduces incident risk and simplifies third party reviews.
- Automated information governance builds confidence that rules are applied consistently.
Clear logs improve audit readiness and make regulator conversations straightforward.
Ready to go paperless and secure your data? Contact Us
Automation that shortens every process
Great ECM does not stop at storage. It moves work forward. Mercury layers several kinds of automation so you can start simple and grow over time.
- Workflow automation routes tasks to the right person, reminds them if deadlines slip, and tracks status across steps. Explore Daida’s approach to workflow automation.
- AI workflow automation classifies content, tags metadata, and extracts key fields from forms and emails.
- Business process automation orchestrates multi-team scenarios such as onboarding, claims, and contract reviews.
- Robotic process automation connects to legacy systems that lack APIs so you can modernize at your pace.
- Process automation handles recurring housekeeping tasks like archiving and access reviews.
The payoff is less manual effort, fewer errors, and clearer ownership. People spend more time deciding and less time chasing.
From documents to data: enterprise data services
A file becomes far more valuable when the facts inside it are available to your systems and dashboards. Mercury’s enterprise data services extract and normalize fields so information can flow to line of business apps and analytics. That supports both data accessibility and data integrity at scale.
- In finance, invoice numbers, vendors, amounts, and dates populate your payables system without retyping.
- In healthcare, identifiers and visit details map to the correct patient record securely.
- In legal, clauses, parties, and key dates make contracts searchable beyond file names.
Turning documents into structured data also strengthens knowledge management. Articles, SOPs, and records share a common vocabulary, which improves search relevance and reduces the time it takes to find a reliable answer.
A lifecycle-first approach
Mercury supports the full journey from capture to disposition. Thinking in lifecycle terms keeps projects grounded and makes compliance easier.
- Capture. Scan paper and convert legacy media with Daida’s document conversion. Apply basic document automation right at intake.
- Organize. Classify content, add metadata, and place it in secure workspaces.
- Use. Collaborate with confidence, guided by permissions and version history.
- Retain. Apply rules set by information management policy and refresh them as regulations change.
- Dispose. Archive or destroy records on schedule and record the chain of custody.
If lifecycle planning is new for your team, this explainer on a lifecycle-first approach is a good starting point.
What adoption looks like in real life
Financial services
Customer onboarding speeds up when IDs and forms are captured at intake, checked for completeness, and routed for review. Exception handling is simple because workflow automation surfaces stalled items and reassigns when needed. When auditors visit, your compliance management dashboard shows retention rules and access history for each record.
Healthcare
Intake packets, referrals, and clinical notes arrive in many formats. Mercury standardizes key fields, links them to the correct patient, and protects PHI with strong role controls. The result is faster handoffs, fewer manual touches, and cleaner records management across the care journey.
Legal and public sector
Matters and public records requests depend on precision. With robust search and governed workspaces, teams can find what they need quickly and respond with confidence. Retention and legal hold are consistent, and your paperless office effort moves forward without sacrificing oversight.
Integration without the headaches
You will not replace every system at once. Mercury is built to fit the real world you live in.
- Use APIs and connectors where possible.
- Use robotic process automation as a temporary bridge where APIs do not exist.
- Publish clean fields through data management solutions and enterprise reports.
- Keep sensitive files in secure document storage that respects your identity provider and network boundaries.
This hybrid strategy lets you improve now while planning larger moves for later.
Digital asset management and non-document content
Documents are only part of the story. Teams also manage images, audio, video, and creative files. Mercury supports digital asset management so media follows the same rules as records. Preview, metadata, rights information, and approval paths all live in one place, which helps marketing and compliance work together more smoothly.
How to measure success
Pick a few KPIs that map to outcomes your executives already track.
- Cycle time from intake to decision for your top three processes.
- Touch time per record before and after automation.
- Search success rates and time to first useful result.
- Exception volume and rework due to missing fields or wrong versions.
- Evidence readiness for your next compliance audit.
- Adoption metrics such as active users, saved searches, and workflow completions.
When these numbers improve, the value of your digital transformation becomes obvious across the business.
A buyer’s checklist for ECM leaders
If you are comparing options, use this short list to test fit:
- Can non-technical users find, share, and approve content confidently within the first week
- Does the platform enforce information governance automatically without side spreadsheets
- Are workflow automation and AI workflow automation easy to update as policies change
- Does it support remote work securely with cloud document management
- Can you extract fields to populate downstream systems through enterprise data services
- Are license and storage models simple to understand as you scale
- Do you have a clear path to onboard historical content with document scanning services
If you want help shaping the plan, Daida’s team can partner with you through Professional Services.
Getting started without stalling the business
Start where the pain is obvious. Pick one process with high volume and clear handoffs. Map the flow, list the fields that matter, and write down the exceptions that burn time. Configure a minimal set of rules in Mercury. Turn on routing and notifications. Push a pilot to a small group and measure the change for two weeks. Use those numbers to adjust the rules, then expand to the next process.
This steady approach builds momentum and trust. It also gives you real data to support budget requests and staffing plans.
The path forward
Storing documents is easy. Turning them into trustworthy, secure, and useful information is what builds real advantage. Mercury gives you the tools to do that every day.
It brings document management, workflow automation, and information governance into one place and then turns the facts inside your content into data that systems can use. That is why clients who start with Mercury do not go back to older habits.
If you are ready to move, learn more about Mercury, review Daida’s approach to document management, and see how we design workflow automation that business users can own with IT support.
If audit readiness is a priority this quarter, use our governance and compliance resources starting with the post on document management for GRC. When you want a guided plan, our Professional Services team can help you assess the landscape and launch with confidence.