Development of a Custom Document Management System to Automate Business Processes

The client faces difficulties with their current software solutions, which are complex for beginners and do not adequately support automation of business processes. The inability to renew licenses or replace the existing systems necessitates the development of a more user-friendly, efficient, and integrated document management solution to streamline operations and reduce manual efforts.

A medium to large enterprise operating in the energy sector, aiming to optimize document workflows and internal communication processes.

• Create a user-friendly, intuitive document management interface that surpasses the usability of current solutions.
• Reduce manual work in document processing and ensure synchronization across all data sources.
• Automate key business processes to accelerate workflow execution and improve operational efficiency.
• Achieve measurable improvements such as reducing settlement terms by over 55%, and decreasing document handling time by approximately 47%.

• Task module with advanced access rights settings
• Task list and task card management
• Verification modules for contracts and counterparts
• Document archive management system
• Systemic awareness and real-time notifications
• External, internal, and outgoing correspondence handling

• Data sources synchronization modules
• Enterprise resource planning (ERP) systems (or analogs)
• Contract and verification platforms

• High usability and low learning curve for end-users
• Robust security with role-based access controls
• System stability and uptime with minimal downtime
• Capacity to handle complex workflows without performance degradation

Implementation of this system aims to significantly enhance operational efficiency by reducing document processing time by approximately 47%, shortening settlement cycles by over 55%, and automating core workflows to minimize manual efforts, thereby supporting scalable growth and improved internal controls.