IndustryFinance
ServicesCloud Services
About the Client
The client is a registered NBFC in India, engaged in various financial services. It provides wholesale and retail funding opportunities across multiple industry sectors.
The Problem
The client faced major challenges in managing and tracking documentation across the organization, leading to:
- Audit issues, approval delays, and increased security risks.
- Poor internal user experience, affecting efficiency.
- Data scattered across multiple siloed sources—on-premise ERP, NAS, and a third-party DMS.
- No ROI from their licensed DMS investment.
As the business scaled, these complexities grew, making document management a critical bottleneck.
Our Approach
Lauren recommended a custom-built, cloud-native Document Management System (DMS) to:
- Centralize storage for seamless access and tracking.
- Automate workflows for approvals and compliance.
- Improve security by enforcing access controls.
- Enhance user and customer experience with an intuitive interface.
- Ensure scalability with cloud storage and lifecycle policies for cost optimization.
Tech Stacks Used
Frontend: ReactJS
Backend: Spring Boot
Cloud & Storage: Amazon ECS, Amazon S3, Amazon S3 Glacier
Serverless Processing: AWS Lambda
Security & Monitoring: IAM, Amazon CloudWatch, Amazon CloudTrail
Communication Services: Amazon SES, Amazon SNS
UI/UX Design: Figma
The Result
- Centralized document storage simplified IT operations.
- Audit readiness improved, ensuring compliance.
- Cost savings through AWS S3 lifecycle policies.
- Enhanced security with IAM and CloudTrail.
- Seamless integration with existing LMS and ERP systems.
- Immediate improvement in user and customer satisfaction.