YTC Logo
Home icon
Cases
Documents Management System

Documents Management System

Documents Management System
DevOpsAWS

A document management platform integrated with a CRM system and an AI assistant. The AI assistant uses the documents as its knowledge base to answer questions and execute user tasks effectively.

Industry

Finance Private Equity

Technologies:

Azure
React
Python
GitLab
Docker

Business Impacts

  • Reliable Document Storage: secure and accessible document storage with precise access permissions and high availability.
  • Cross-Platform Integration: seamless document management across Google Drive, SharePoint, Azure Storage, AWS S3, and local storage.
  • Efficient Document Management: flexible folder hierarchy and tagging system for efficient organization and retrieval of documents.
  • Integration with AI Capabilities: real-time document indexing by the AI assistant to ensure users can access up-to-date information and AI-driven insights.

Technical Highlights

  • Scalable Infrastructure: a secure, reliable, and flexible cloud-based solution on Azure to meet the client’s evolving needs.
  • Enhanced Efficiency: simplified document management by consolidating diverse storage systems, saving time and reducing operational overhead.
  • AI-Driven Insights: provided real-time information processing and actionable insights to improve decision-making and operational efficiency.
  • Seamless User Experience: intuitive interface with robust tagging and organization features for improved document accessibility.
Additional image 1
Additional image 2