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Custom Cloud-Based Meeting Management Platform for Financial Services Firm
  1. case
  2. Custom Cloud-Based Meeting Management Platform for Financial Services Firm

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Custom Cloud-Based Meeting Management Platform for Financial Services Firm

vokke.com.au
Financial services
Business services

Inefficient Meeting Documentation Processes

Manual creation, storage, and distribution of meeting agendas, minutes, and action plans using non-specialized software consumed excessive time and resources. Lack of centralized system for tracking meeting outcomes and stakeholder responsibilities.

About the Client

Leading provider of financial advice and management consultancy for businesses on Australia's north coast

Automation and Efficiency Goals

  • Automate meeting documentation workflows
  • Centralize storage of meeting-related data
  • Enable seamless collaboration across stakeholders
  • Reduce administrative overhead by 70%
  • Support remote access and real-time updates

Core System Capabilities

  • Structured agenda creation with template support
  • Collaborative note-taking with version control
  • Action item tracking with assignee notifications
  • Automated report generation (minutes, summaries)
  • Cloud-based document repository with tagging
  • Email integration for report distribution
  • Role-based access control for confidentiality

Technology Stack Requirements

Cloud infrastructure (AWS/Azure)
Progressive Web App (PWA) framework
Real-time database (Firebase/Couchbase)
Document generation libraries (e.g., Docxtemplater)
Email automation services (SendGrid/Amazon SES)

System Interoperability Needs

  • Microsoft 365/Google Workspace calendar sync
  • Single sign-on (SSO) via Azure AD
  • Cloud storage API (Dropbox/OneDrive)

Operational Requirements

  • 99.99% uptime SLA
  • ISO 27001 data security compliance
  • Support for 500+ concurrent users
  • Sub-200ms response time for core actions
  • Multi-region data redundancy

Business Value Projections

Enables 60% faster meeting preparation cycles, reduces documentation errors by 85%, and supports 24/7 remote collaboration. Cloud architecture eliminates local IT maintenance costs while ensuring compliance with financial industry data governance standards.

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