Case Study
Enterprise Document Management and Approval Workflow Solution
Introduction
A federal agency required a robust solution to effectively manage its extensive document workload and overhaul its paper processing procedures across all departments, seeking to replace disparate, costly, and manual systems with a unified, transparent approach.
To accomplish this, the agency engaged Improvix to develop a tailored document, tasker, and approval management system aligned to operational efficiency and mission objectives.
Mission Objectives
Provide a central workspace to increase efficiency and customize template workflows for unique needs.
Implement a standardized mechanism for drafting and clearing packages across the agency.
Integrate a secure data transfer function between unclassified and classified deployments of the system.
Create a repository that acts as a single source of truth for version control and records management.
Improvix’s Solution
Improvix developed a cloud-based enterprise solution for the agency to streamline document processing. This role-based system fosters collaboration across departments, managing work creation, version control, information sharing, clearances, approvals, and record storage with secure cross-domain data sharing for classified artifacts.
Tools & Technologies
Measureable Mission Value
Benefits & Outcomes
agency-wide users managing documents and taskers in our enterprise solution.
mission data retained and protected through secure data transfer and cloud storage.
efficiency gain by digitizing paper-based workflows and approval processes.
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