PROBLEM STATEMENT
A leading insurance company needed a solution to streamline document
reviews across departments. The existing processes were manual,
time-consuming, and prone to version control issues. The goal was to
enhance efficiency, ensure secure document collaboration, and integrate
the solution within their existing systems.
Complex document workflows across multiple teams require secure, real-time collaboration.
Version control issues with documents being reviewed by different stakeholders simultaneously.
High risk of non-compliance with internal audit and regulatory standards due to delays in document reviews.
Lack of a centralized system for document storage, tracking, and monitoring review progress.
SOLUTION AND APPROACH
Batoi RAD was used to develop a customized document review management system for the customer, which addressed the following:
Centralized Document Repository: A single, secure repository for all documents to be reviewed and shared across the organization.
Automated Review Workflows: Documents were routed automatically to designated reviewers based on predefined rules, and progress was monitored through tracking and audit logs.
Real-time Collaboration: Multiple team members could collaborate on documents simultaneously, ensuring efficient review cycles without version conflicts.
Integration with Existing Systems: Batoi RAD’s flexibility allowed seamless integration with customer’s legacy systems.
Secure Access Controls: Role-based access and granular permissions ensured that only authorized personnel could view or modify sensitive documents, meeting compliance requirements.
BENEFITS FOR CUSTOMER
80% Reduction in Review Time: Automated workflows and real-time collaboration dramatically shortened document review cycles.
Enhanced Compliance: The audit trail feature improved compliance, ensuring all changes and reviews were documented for regulatory purposes.
Increased Security: Role-based access and integration with internal authentication systems enhanced document security.
User-Friendly Interface: The intuitive interface of the Batoi RAD platform allowed rapid adoption by users with minimal training.