Document Management System
Client
Israel, Israel & Purdy, LLP
Industry
Document Management Software
Platform
Web
Work Duration
8 Months
Language
React, MongoDB, Express
Team Size
2 React developer, 1 backend developer,1 DevOps, 1 QA
Challenges
Developing a central depository for document storage
Ability to manage & store excessive data
Implement security measures to restrict unauthorized access
Developing an effective Document Management System (DMS) comes with its challenges, mainly when addressing the specific needs and requirements of a leading staffing and recruiting service provider. We built the web app using the MERN stack. The challenges encountered included above.
Key features
- Categorization of documents
- Assigning user permissions for restricted access
- Keyword searchable documents
- Upload document function
- Approve and reject the document function
- Search or browse document function
- Archive document function
- Supporting documents of all formats
- Document version management
Client Requirements
The client is a leading and one of the largest staffing and recruiting services providers. They deal with excessive data storage and transfer. The client faced hurdles due to inadequate document storage and sharing as they have offices in multiple locations and departments. Hence, there was a need for storing and sharing crucial company documents across offices in different locations, but this was impossible due to a lack of a common document repository. They could not make timely decisions due to an unstructured document storage system.
Process We Followed to Develop the Web App
We discussed the challenges faced by the client to understand the requirements and develop a suitable solution. We concluded to develop a DMS to handle excessive data transfer and storage and advanced features to ease document management.
We focused on creating an easy-to-use, managable and secure document management system.
Planning
With a detailed discussion with the client team, we designed the basic wireframe for the document management system. We defined a development pipeline with key milestones, making it easy for the client to track progress.
Development
We focused on creating an easy-to-navigate and intuitive interface for the app. We defined the app architecture and moved to the development part. Along with the required features to manage the documents, we implemented a scalable solution for future updates.
Testing
We believe in delivering excellence. We conducted meticulous testing with the client team to ensure a bug-free launch. We followed a comprehensive testing approach, ensuring that the solutions we deliver are of the highest quality.
Deployment
After developing and thoroughly testing each feature, we followed a streamlined app deployment. Our deployment process involved everything from app launch to training the client team for the technicalities of the app.
Outcome
The custom MERN stack-based Document Management became the central repository for the client’s business, stakeholders, and employees. They used it to save documents, share quick information and save time. It helped the company improve collaboration to a great extent.
- The client now has a centralized, digitized document repository.
- They saved time, money, and effort managing their data.
- The process of document submission, approval, and visibility was streamlined.
- Team collaboration was enhanced because email notifications kept team members of their responsibilities and deadlines.
- Searching for the required information was easier than before. It helped employees to save 35% of their productive time.
Tech Stack
Project Duration
4 weeks
Design
24 weeks
Development
1 weeks
DevOps for testing load balancing
8 weeks
Testing
1 weeks
Launch
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