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Enterprise-Grade Document Management System

We’ve transformed a legacy document management system into a reliable, efficient, and secure solution for global enterprise clients.

Enterprise-Grade Document Management System
About the client
The client is a New York based provider of enterprise-grade document management solutions, serving large organisations across highly regulated industries, including finance and banking. Their platform helps businesses efficiently capture, store, and manage critical documents, improving workflows, compliance, and security. The client works with some of the world’s largest financial institutions, providing solutions that ensure secure, seamless document management and processing. Their products are designed to handle sensitive information, making them a trusted partner for clients requiring high standards of data privacy and security.
Location:
United States
Domain:
Enterprise, Document Management
Content
  • 01Challenges
  • 02Our Solutions
  • 03Core features
  • 04Value Delivered
Challenges 2
Challenges
Our team was brought in to rescue a project that had reached a critical point. The system was underperforming, clients were dissatisfied, and timelines were slipping. The situation required a fresh perspective, focused problem-solving, and quick action to get the project back on track while meeting the expectations of major enterprise clients.
The key challenges we had to address:

  • Development had stalled, with no updates released in over a year;

  • No automated testing infrastructure existed, increasing the risk of deployment failures;

  • Major clients, including large financial institutions, were dissatisfied with unresolved issues, demanding immediate fixes to prevent business disruptions;

  • The team was under a tight two-week deadline to resolve critical issues and deploy updates to production.

Solutions
Our Solutions
Our approach focused on resolving the most pressing issues quickly, while also laying the groundwork for long-term stability and improvements. We knew that addressing immediate concerns was critical to restore client trust. At the same time, we wanted to ensure that the system was not only functional in the short term but could evolve and scale smoothly in the future. This meant not only fixing the bugs and delivering updates, but also strengthening the architecture, enhancing security, and setting up processes for ongoing support and future growth.
Here’s how we tackled the challenges step by step:
  • 1. Rapid issue resolution
    Our first priority was to identify and fix the main problems causing delays and client dissatisfaction. We fixed long-standing issues, stabilising the system and ensuring smooth functionality.
  • 2. Feature development
    Alongside fixing issues, we worked closely with key clients to understand their specific needs and developed additional features to enhance the system's capabilities. These updates improved usability and made the platform more aligned with client expectations.
  • 3. Secure deployment
    All updates and new features were deployed directly to client environments, strictly adhering to security and compliance protocols. We ensured that the deployment process met high standards, especially for sensitive environments like financial institutions.
  • 4. Production stabilisation
    Once the updates were live, we closely monitored the system to catch any potential issues early. We fixed any problems that arose quickly, ensuring the platform worked as expected for all users. This gave clients confidence in the system’s stability and helped rebuild trust.
  • 5. Transition support
    After resolving the immediate crisis, we prepared the project for handover to the client’s internal team. This involved:
    • Providing detailed technical documentation for the system’s architecture and workflows.
    • Conducting knowledge transfer sessions to equip the internal team with the skills needed for ongoing maintenance.
    • Offering post-handover support during the transition period to ensure a smooth operational handoff.
Document Management System Core Features
Centralized access to interact with documents
  • Centralized access to interact with documents
  • Real-time collaboration and version tracking
  • Searchable OCR and barcode/form recognition
  • Secure document storage, backup, and distribution
  • Seamless document annotations and editing (e.g., sticky notes, redactions)
Multiple file format support (PDF, Word, Excel, images, etc.)
  • Multiple file format support (PDF, Word, Excel, images, etc.)
  • Automatic document categorization and workflow automation
  • Robust security with user permissions, encryption, and auditing
  • Easy document creation, organization, and retrieval
  • No client deployment needed (operates on existing infrastructure)
Value Delivered

We played a key role in getting the document management system project back on track and and helping our client restore trust with their major enterprise customers.

  • The project was stabilized
    The project was stabilized

    The project was stabilized, and all critical updates were deployed within the tight deadline.

  • Satisfaction improved
    Satisfaction improved

    Customer satisfaction improved, and major clients chose to continue their collaboration.

  • Documentation and support
    Documentation and support

    The project was transitioned to the client’s internal team with comprehensive documentation and support.

We helped the client get the project back on track and restore trust with major enterprise customers.
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