Discovery & Requirement Analysis

Centizen worked closely with the client to understand their current document processes and challenges. Key pain points such as version control issues and manual errors, were identified. Requirements for automation, compliance, and user roles were mapped. This laid a strong foundation for a custom solution.

Platform Setup & Template Development

Centizen deployed the cloud-based platform and built reusable templates using a drag-and-drop interface. Data integration with ERP and internal systems ensured accurate auto-population. Document tagging and version controls were configured. Templates were aligned with client branding and business rules.

Automation & Access Control Configuration

Automated PDF generation was enabled with scheduling and on-demand options. Secure distribution channels like email and cloud storage were set up. Role-based access, audit trails, and change notifications ensured compliance and transparency. Dashboards provided real-time document tracking.

Testing, Training & Go-Live

The solution was rigorously tested for accuracy and performance across scenarios. Internal teams received hands-on training on the platform features and workflows. After incorporating feedback, the system went live. Centizen provided ongoing support to ensure smooth adoption.