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WEB DEVELOPMENT

HBFS Document process automation

Custom Web app and Mobile App for optimising the flow of documents between departments

ClientHBFS
IndustryDocument Management / Enterprise
Year2023
Duration6 months
HBFS Document process automation
01The Challenge

The Challenge

HBFS faced significant bottlenecks in their document workflows:

  • Documents getting lost between departments
  • No tracking of approval status
  • Excessive time spent on manual routing
  • Version control issues leading to errors
  • Lack of audit trail for compliance
  • Remote workers unable to access documents
02Our Solution

Our Solution

We built a comprehensive document automation system:

Document Management

  • Centralized document repository
  • Automatic version control
  • Full-text search capability
  • Secure access controls

Workflow Automation

  • Visual workflow designer
  • Multi-stage approval processes
  • Automatic routing based on rules
  • Deadline tracking and escalations

Mobile Access

  • Full-featured mobile app
  • Document viewing and approval
  • Push notifications for pending items
  • Offline access to critical documents

Integration & Compliance

  • Email integration
  • Digital signature support
  • Complete audit trail
  • Role-based permissions
FEATURES

Key Features

Document Repository
Workflow Designer
Approval Routing
Mobile App
Digital Signatures
Audit Trail
03Results

Results & Impact

The document automation system delivered:

  • 80% reduction in document processing time
  • Zero lost documents since implementation
  • 100% audit compliance achieved
  • 65% decrease in approval cycle time
  • Mobile productivity enabled for all staff
  • Complete digital transformation of document workflows
TECH STACK

Technologies Used

React
React Native
Node.js
PostgreSQL
Elasticsearch
AWS S3
Digital Signatures
"Documents that used to take days to get approved now take hours. The mobile app has been a game-changer for our remote team."
HBFS ManagementOperations Director

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