E-Document Management Software Development

Client

The Client is a leading banking establishment in the CIS region. It is part of the banking structure that offers the full suite of banking services for businesses and individuals.

Brief

Banking institution staff was having to perform physical file processing and storage — a time-consuming process, given the constantly increasing paper load. The Client approached Smart IT to rescue the development of its internal e-doc archive after the prior vendor was unable to manage the growing scope of work and did not meet deadlines. Smart IT was recommended as the right fit to deliver a viable solution for digitizing physical documents and enabling workflow automation.

Smart IT continues to work with the Client to further optimize maintenance processes and enhance scalability due to an ever-increasing volume of paper forms and document data.

Challenges and solutions

The electronic archive would need to classify and group files by type and retention period, in order to enable systematic retention, management, and subsequent destruction of paper documents.

• Electronic repository development
• Integration with band customer account database
• Configurable directory to discover missing documents
• Automated filtering and notifications for document disposal dates

Smart IT developers would have to face stringent bank security procedures and would not be able to deploy software updates remotely.

• On-premise development
• On-premise deployment

The bespoke document management software was integrated with the bank’s in-house software to ensure full interoperability.