Centralized document and information managementsystem created for a large insurance company by PAI
About the Client
The client discussed in the case study belongs to the insurance industry. The company comprises of professionals from insurance, technology and investment niches. The aim of the client is to build innovative businesses at the intersection of insurance and technology. Its main focus is to advance the insurance value chain with technology and services that reduce cost, increase value, and provide a better experience to its partners and customers.
- Industry: Banking and Insurance
- Headquartered: USA
- Platforms: Python, Django, Redis, Celery service, Postgresql
- Team Size: 2 Developers
The Challenge
The client wants to bring innovation in the insurance value chain and to accomplish its goal it first has to focus on its own people’s management. As of now the client does not have any centralized system to manage documents, employees ,departments etc. Looking at the problem:
The client wanted a solution that would work as a centralized portal for people/employees from all the departments and locations to access the integral documents of the organization at one place and manage the employees easily.
The client also wanted user process management in various departments based on employees’ role or department profile through the same platform. It wanted to import the functionalities of a third party tool being used for process creation or ticket generation/assigning into the solution itself.
The client chose Programmers.ai to be its IT partner and build an effective solution for the problem.
Our Solution
Programmers.ai developed a centralized intranet website to streamline employee management and document access across all departments and locations.
A Centralized Intranet Solution for Seamless Employee Access
Programmers.ai immediately looked into the problem and suggested a competitive and long lasting solution. Our team came up with the idea of an intranet website that would work as a centralized portal for all the employees.
Streamlined Employee Management Across All Departments
Our team made it easy to manage the employees from all locations at one place for every department by creating separate tiles for each department
Easy Login and Centralized Employee Access
The new users/employees could login easily using their Microsoft credentials into the intranet website and raise any request, see assigned requests, view necessary documents etc.
Integrated Processes for Faster Workflow
Our team imported the functionalities of the third party process maker tool which was being used by the client to the website itself. This was done to reduce the time consumed in switching from one tool to another
Role-Based Access for Secure Operations
Programmers.ai has also resolved the security concerns by providing authority levels to different types of users. For eg. The manager in the department can manage other employees, edit the text or data, while other employees can only access the documents and cannot edit any text or data.
Technologies Used
Our software architects and engineers are experts in using the latest technologies.
-
Python
-
Django
-
Redis
-
Celery service
-
Postgresql
Business Impact
The PAI team implemented an innovative solution to modernize legacy systems and enhance operational workflows.
Here’s how we did it
-
Centralized Employee and Document Management
The client is now able to manage employees, share the necessary documents and have one platform for user process management of all the departments
-
Enhanced Interdepartmental Communication
Various departmental issues and communication gaps have been resolved as employees from all the departments can easily be managed from this intranet website
-
Streamlined Document Sharing
A lot of time consumption in sharing documents to the employees separately has been reduced
-
Efficient Request Management
Employees can raise any request and see if any request is assigned to them from this intranet website and this has also resulted in time saving and quick request generation
-
Secure Centralized Document Storage
Important documents of various departments are safely stored at one place assuring security and confidentiality
Other Case Studies
Programmers.ai provides an integrated platform that tracks, stores, and manages inventor...
Programmers.ai team hired to create a user-friendly fuel finder application for a natio...
I wanted to take a moment to highlight and commemorate the efforts from our dedicated PIO team. To preface, the projects we work on here are complex, with rigid objectives, budgets, and timelines. Expectations are always high and are ever-changing. From the start of our relationship, the IO team was able to exceed expectations and make our business wishes a reality.
Over the past year I have worked with them, they have worked very hard to understand our highly customized system and troubleshoot things with little or no documentation while managing to keep the business up and running normally. Without the hard work and dedication they have shown, I know we would have had some issues causing downtime or lost production. I am looking forward to continuing working them in the next year as well.
I have been working with Programmers IO for more than 5 years now and I have been pleased with all projects and developers that I have worked with. We have had a few issues here and there but they have always fixed and made it right. They have been an excellent addition to our business.
Let’s Build Your AI-Readiness Roadmap Together
Contact us for a free strategy session with our experts.
Talk to an AI Expert
