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Development of a Modern Document Management System with Enhanced Security and Scalability
  1. case
  2. Development of a Modern Document Management System with Enhanced Security and Scalability

Development of a Modern Document Management System with Enhanced Security and Scalability

saigontechnology.com
Business services
Financial services

Identifying Challenges in Existing Document Management for Business Service Providers

The current document management system is outdated, lacks dedicated maintenance, and does not meet modern requirements for efficient storage, retrieval, and data privacy. The client faces difficulties in quickly accessing critical documents, ensuring security against hacking, and maintaining a system that adapts to growing operational needs, leading to reduced productivity and increased security risks.

About the Client

A mid-sized enterprise specializing in corporate consultancy and financial advisory services, requiring efficient, secure, and scalable document management to handle contracts, reports, and confidential data.

Goals for Implementing a Next-Generation Document Management Solution

  • Successfully deploy a user-friendly, reliable, and secure DMS within the agreed timeframe.
  • Ensure all system features operate with high performance and meet functional specifications.
  • Design the system to be scalable, maintainable, and easily adaptable for future enhancements.
  • Improve document retrieval efficiency to reduce search times and increase productivity.
  • Enhance data privacy and security measures to safeguard sensitive information against hacking and unauthorized access.

Core Functional Specifications for the New Document Management System

  • User authentication with login/logout capabilities.
  • Document upload with mandatory metadata entry.
  • Search functionality by file name and content in document text.
  • Filtering options based on document properties and metadata.
  • Preview functionality for quick document review.
  • Export documents in various formats.
  • Ability to delete or remove uploaded documents securely.
  • User management for creating, editing, and deleting user accounts.
  • Folder configuration to organize documents hierarchically.
  • Field configuration with preset data values, and editing capabilities.
  • Permission management to control access at folder and document levels.

Technology Stack and Architecture Preferences

Node.js
React.js
AWS Cloud Infrastructure

Essential System Integrations for Enhanced Functionality

  • Secure authentication and identity management systems.
  • Cloud storage solutions for scalable document hosting.
  • Content indexing and search engines for content-based search.
  • Security modules for data encryption and access controls.

Performance, Security, and Maintenance Standards

  • System scalability to handle increasing document volumes without performance degradation.
  • High system availability with 99.9% uptime.
  • Strong security protocols to prevent data breaches and hacking attempts.
  • Responsive user interface optimized for usability and minimal error rates.
  • Maintainability with clear code structure, documentation, and support for future upgrades.

Projected Business Benefits and System Impact

The new system aims to significantly improve document management efficiency, reducing search and retrieval times, enhancing data privacy, and supporting organizational growth. Expected outcomes include streamlined workflows, secure handling of confidential information, and scalable infrastructure that adapts to future needs, ultimately boosting productivity and reducing operational risks.

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