Iris modernized a document workflow system with advanced search, intuitive UI, and seamless integration for higher productivity.
Client
A leading mutual life insurance provider
Goal
Build a robust, user-friendly portal to streamline document review workflows with seamless integration and advanced search
Tools and Technologies
React, Node.js, optimized APIs, suggestive search, advanced filtering, seamless system integration
Business Challenge
The organization needed a robust solution to manage document workflows requiring editing or review before publishing, storing, or delivering to customers. Existing processes were slow and inefficient, making it difficult for teams to manage documents seamlessly. The key goals were to streamline review and editing, ensure smooth integration with enterprise systems, and create a user-centric portal that improved search, filtering, and overall workflow efficiency.
Solution
- Upgraded front-end features to improve usability and performance
- Designed an advanced filtering interface for more precise document search
- Developed reassignment functionality with intelligent, suggestive search capabilities
- Enhanced case manager search to enable faster and more accurate results
- Optimized API integration for smooth communication between frontend and backend systems
Outcomes
- Greater filter accuracy enabling precise document and case manager search
- Modern, intuitive interface boosting user satisfaction and productivity
- Seamless performance of search and reassignment features without slowing the system
- Streamlined workflows resulting in faster and more reliable document management
