Client Story:

Automated Document Control for Compliance

The Client

The client needed a solution with an interactive UI to access and control content. The solution must automate document-intensive business processes to help quickly manage vast amounts of incoming data. They also needed customized views based on their own needs; all while automatically adjusting screen size requirements.

Key Challenges

  • The challenge was to (1) create a mechanism for generating a structured report that includes all missing documents per bill and a summary of all bills that exist in the database; and 2) provide an interface where clients can post their additions to the database seamlessly.

Our Solution

With the help of our Documentum D2 team, we created an interface that offers a configuration tool and rules engine that governs how content is managed within Open Text™ Documentum, providing users with powerful capabilities and reducing the need for custom code. Automated document control ensures compliance and automation from start to finish.

Key Results Achieved

  • Effort reduction: 98% efforts automated
  • Error rate reduced to 0%
  • Manual effort reduction to 5%
  • More standardization
  • High quality improvement
  • Responsive UI