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Automated Document Workflow System for Global Nonprofit Healthcare Organization
  1. case
  2. Automated Document Workflow System for Global Nonprofit Healthcare Organization

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Automated Document Workflow System for Global Nonprofit Healthcare Organization

trigent.com
Medical
Non-profit
Government

Operational Inefficiencies in Program Documentation Management

Manual tracking and approval of 30+ document types per program (including proposals, stakeholder analyses, and risk management plans) across thousands of annual documents causes delays, version control errors, administrative overhead, and lack of real-time visibility into workflow status.

About the Client

A global nonprofit healthcare provider delivering medical services and advocacy across 46 countries, focused on vulnerable communities with programs operating 'regardless of ability to pay'

Key Project Goals

  • Automate end-to-end document workflows from creation to approval
  • Implement centralized document repository with version control
  • Reduce document processing time by 60-70%
  • Ensure compliance with regulatory and financial stakeholder requirements
  • Improve financial agility through accelerated program execution

Core System Functionalities

  • Template-based document creation with mandatory data fields
  • Automated approval workflows with role-based routing
  • Real-time version control and audit trails
  • Centralized SharePoint repository with metadata tagging
  • Integrated e-signature solution compliant with legal standards

Technology Stack Requirements

Microsoft Power Automate
SharePoint Online
Power BI
Adobe Esign

System Integration Needs

  • Microsoft 365 Enterprise environment
  • Existing financial management systems
  • External stakeholder portals (donors, regulators, legal partners)

Non-Functional Requirements

  • Scalable architecture for 46+ countries and 2M+ beneficiaries
  • User-friendly interface for non-technical staff
  • HIPAA/GDPR compliance for healthcare data
  • 99.9% system availability SLA
  • Low total cost of ownership with modular upgrades

Expected Business Impact

67% reduction in document processing times, elimination of manual errors through standardized templates, centralized document control enabling real-time stakeholder access, and improved financial agility from accelerated program implementation cycles. The solution will free resources for mission-critical healthcare delivery while maintaining rigorous compliance standards.

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