Case study: Custom software
Document approval system for freight forwarding
Multilingual document submission and approval for clients and admins across locations, with compliance tracking.
Overview
A freight forwarder needed help with this: multilingual document submission and approval for clients and admins across locations, with compliance tracking.
The problem
The client faced challenges in managing diverse document requirements across multiple locations, causing delays and compliance risks. They needed an efficient system to streamline document handling, improve accuracy, and ensure timely approvals.
- Document Diversity: Handling various document types and requirements for different locations.
- Manual Processing: Time-consuming manual document approval leading to delays.
- Compliance Risks: Inconsistent document checks increasing compliance risks.
- User Management: Difficulty in managing user roles and permissions efficiently.
- Language Barriers: Need for a multilingual system to accommodate global users.
- Approval Delays: Slow approval cycles affecting operational efficiency.
- Tracking Challenges: Lack of real-time document status and compliance tracking.
- Template Management: Inability to manage and customize document templates effectively.
What we built
Our solution provided a comprehensive web-based document approval system with multilingual support, user-friendly portals for clients and administrators, and robust compliance tracking. It automated and streamlined document workflows, enhanced user management, and ensured accurate and timely approvals, reducing compliance risks and operational delays.
- Multilingual Portals: Developed admin and client portals supporting English and Spanish for global access.
- Role-Based Access: Implemented user management with precise role-based access controls.
- Template Customization: Enabled management of global and custom document templates.
- Compliance Tracking: Integrated real-time tracking for document status and compliance.
- Approval Workflow: Designed a robust workflow for reviewing, approving, and rejecting documents.
- Secure Document Handling: Provided a secure client portal for document submission and management.
- Automated Notifications: Implemented notifications for pending approvals and document status updates.
- Dashboard Insights: Developed reporting dashboards for comprehensive compliance insights.
How it works
The system runs on the tools listed below. Platform names appear here and in the stack, so you can see exactly what was used.
- Frontend: Retool
- Backend: PostgreSQL (Plesk),
- Hosting: Amazon S3
Result
- Reduced manual document processing time, leading to faster compliance and approvals.
- Improved document accuracy and compliance with a reduction in errors and omissions.
- Increased operational efficiency by automating much of the document workflow processes.
- Enhanced scalability with multi-language support, expanding accessibility for global users.
- Streamlined user management, reducing administrative overhead.
"MaqMinds was great! They really understood my idea and helped me dive deeper into the details and features I hadn't considered. They also offered valuable suggestions on how to charge for the product. It’s clear they know what they are doing, and I’m very happy with their inputs."
Related
This project is an example of custom software. If your team has a similar workflow, the pages below explain how we approach it, and the neighbouring case studies show the same ideas in other businesses.