Revolutionizing Document Management: A Leap into Efficient Auditing and Enterprise Solutions

Asset Management

Revolutionizing Document Management: A Leap into Efficient Auditing and Enterprise Solutions

06 Engineers

06 Months

70%

Increase in Operational Efficiency

Technology

React JS, Nest JS

Services

MVP, Rapid Application Development

Location

USA

Overview

TechVariable partnered with a client seeking to revolutionize electronic document management, a universal and ongoing challenge across industries. The client envisioned a Software-as-a-Service (SaaS) product that would streamline the management and auditing of documents for enterprises, resulting in substantial time and effort savings. Collaborating closely with the client, TechVariable developed an innovative tool to address this common pain point.

Challenges

Given the crowded document management software market, it was essential for the client’s product to be distinctive. This required developing new frameworks, acquiring new skills, and creating unique solutions.

Role-Based Access Control: The client required a new structure for seamless access to a role-based application. The team needed to build a function that would check the user's role and grant access only to the features of the app.
Custom Calendar Feature: The client wanted a calendar feature akin to Google Calendar, necessitating the creation of a self-contained and secure calendar with custom notifications.
Document Viewer: Constructing an all-in-one viewer for PDF, DOCX, and XLSX files was labor-intensive due to the viewer's instability.
Audit Tool: The auditing section of the tool required the creation of new templates to minimize the risk of redundancies and prevent software bloating.

High Level Design Architecture

Solutions

Authentication Integration: The team used the react-cloak library to integrate Keycloak’s authentication with React’s UI builder.
Custom Calendar: A custom CSS was created to target components directly within the built-in calendar.
File Type Viewer: The software was configured to check the document type and render a dedicated viewer accordingly.
Dynamic Auditing Templates: The team built dynamic forms for the auditing templates, implementing a strategy that reduced the boilerplate by 30%.
Versatile System: The new system, compatible with desktop and mobile, controls access at six levels.

Result

Expanded Scope: While the initial project scope was limited to document management capabilities, the client was so impressed by the results that they expanded the scope to include an auditing tool.
Time to Market: Within just six months, the team developed a versatile, distinctive, and lightweight application, paving the way for a new model in management tools.