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Enterprise Content Management and Workflow Automation Platform Enhancement for Oil & Gas Software Company
  1. case
  2. Enterprise Content Management and Workflow Automation Platform Enhancement for Oil & Gas Software Company

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Enterprise Content Management and Workflow Automation Platform Enhancement for Oil & Gas Software Company

tridhyatech.com
Information technology
Energy & natural resources

Challenges in Document Management and Workflow Efficiency

Tridhya Tech faced challenges in creating a robust document management system with precise file and folder management using tags and metadata. They also required a flexible workflow system supporting customized approval, rejection, and commenting processes. Furthermore, seamless collaboration across departments was needed by integrating disparate data and workflows.

About the Client

A software company providing a platform for managing business processes and digital content on-premises and in the cloud, offering advanced search, analytics, and workflow automation tools.

Project Goals

  • Implement a comprehensive enterprise content management (ECM) solution.
  • Develop a flexible and intelligent document numbering (IDN) system.
  • Automate document workflows based on metadata.
  • Integrate the ECM solution with existing systems using REST APIs.
  • Improve interdepartmental collaboration and knowledge sharing.
  • Enhance overall workflow efficiency and productivity.

Functional Requirements

  • Intelligent Document Numbering (IDN) with customizable metadata fields
  • Customizable approval workflows with routing and notifications
  • Workflow automation triggered by document metadata
  • Advanced search and filtering capabilities
  • Version control and audit trails
  • Integration with external systems via REST APIs
  • User access control and security features

Preferred Technologies

Alfresco
Liferay
REST APIs

Required Integrations

  • Existing internal systems (to be specified)
  • Other business applications (to be specified)

Non-Functional Requirements

  • Scalability to accommodate future growth
  • High performance and responsiveness
  • Robust security to protect sensitive data
  • High availability and disaster recovery
  • Usability and ease of use

Expected Business Impact

The project is expected to significantly improve Tridhya Tech's workflow efficiency, productivity, and overall operational effectiveness. By streamlining document management and automating workflows, the company will reduce manual effort, improve data accuracy, enhance collaboration, and accelerate business processes, leading to increased profitability and customer satisfaction.

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