Enterprise Digital Transformation as a Part of the Client’s Team

These projects are in finance, property, healthcare, renewable energy, and charity domains. The law requires the client to back up every operation by a contract, letter, documents, etc. Handling this task manually is extremely difficult and costly.

The main idea of the client was to create a cloud-based automated system for creating and forming request/response letters for their clients that has a similar structure, but different filling. The system has to use internal company services for collecting data, processing it, and forming a letter based on it.

We started with decisions on the technical stack and requirements elaboration. The solution had to use a list of internal services of the company to collect data from different sources and form differently structured letters, documents, and even brochures. This data is of a very sensitive nature as it contains private financial information, that’s why we paid additional attention to the security of a solution. The solution can boast a fully designed server architecture developed by Euristiq engineers. 

Created documents are stored in the cloud and can be accessed at any time by the user: to send, to print, or just to check. Printing companies can easily extract these generated files from the specific folder in cloud storage – they have access only to the documents that they should have access to.

During the development we faced a few difficulties: we had to create a solution to generate pdf files with images, tables and dynamic data using the free tools. That was a bit challenging as not every tool is perfect and has everything we needed at that time. So it has taken a while to find the one that fully covers our needs.