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Enhanced Mobile Document Management and Security Platform

mallow-tech.com

Security

Challenges in Secure Document Management

Lakshmi Vaults aims to address the challenges individuals face in securely storing, managing, sharing, and accessing important documents (licenses, passports, financial statements, etc.). Existing solutions often lack robust security features, convenient sharing options, efficient search capabilities, and timely reminders for renewals and payments. Customers face difficulty in locating documents quickly and are vulnerable to data breaches.

About the Client

Lakshmi Vaults is a company providing secure document storage and management solutions for individuals, prioritizing data privacy and convenience.

Project Goals

Enhance the security of document storage using advanced encryption.
Improve user experience with intuitive navigation and streamlined document management.
Increase customer engagement through timely notifications and reminders.
Expand document sharing capabilities with enhanced control and audit trails.
Improve search functionality for faster document retrieval.
Provide a user-friendly platform for creating and managing document categories and templates.

Functional Requirements

Secure document storage with AES 256 encryption.
Document sharing with granular permission controls.
Timely notifications for document renewals and payments.
Advanced document search functionality.
Predefined document categories and templates.
Custom document creation capabilities.
User authentication and authorization.

Preferred Technologies

iOS

Android

Backend (RoR)

Zoho CRM (integration)

Required Integrations

Zoho CRM for customer management and data synchronization.
Potential integration with payment gateways for bill reminders and payment processing.

Non-Functional Requirements

High security and data privacy.
Scalability to accommodate a growing user base.
Performance and responsiveness.
Reliability and availability.
Cross-platform compatibility (iOS and Android).

Expected Business Impact

This project will enhance customer satisfaction by providing a secure, convenient, and user-friendly document management solution. Improved security and timely reminders will reduce customer risk and increase customer loyalty. Streamlined document management will improve operational efficiency and reduce support costs. The enhanced platform will position Lakshmi Vaults as a leader in the secure document management market.