Extract Cloud Platform

A cloud-native platform for document and data capture, classification and transformation.

User Experience
User Interface
Front-end Development

The Challenge

TIS had a primary goal when building the Extract Cloud platform: to create a native cloud environment that delivers high-quality document/data capture solutions, similar to existing on-premise alternatives, but with a faster onboarding process and lower upfront costs for customers.

TIS needed a skilled partner to design and build a flexible, web-based User Interface that supports various job roles for each customer. Within the User Interface, customers had to be able to perform the following tasks: submit a transaction, validate a transaction, manually download export data for a transaction, view the overall processing status for all transactions, access processing history, and manage user and system administration tasks.

The user interface for the work item/document dynamically loads the layout and contents according to the user's job definition. This means the same UI can be used for multiple use cases.

Our Approach

After chatting with stakeholders and TIS's back-end engineering team, the product vision emerged: the Extract Cloud platform would continually evolve, offering expanded functionality through both back-end services and a friendly UI for desktop browsers and mobile/tablet devices.

Based on internal and external customer feedback, we prioritized services to expand the platform's process types or enhance the functionality of existing processes.

We worked with the TIS team to break services into their smallest logical components, making it easy to create processes (job roles) by connecting services. This ensured platform-wide consistency and allowed TIS to rapidly expand Extract Cloud services while keeping things user-friendly.

When a user logs into the platform, the RestAPI checks to see if the user is authenticated and returns the Tenant(s) to which the user belongs.
If a user belongs to more than one Tenant, they must select the Tenant during login.
Users can upload documents for processing using either the standard browse dialog or the drag-and-drop mechanism.
The Work List displays work items/documents that are at a manual user step.
The dashboard displays both current and historical processing data. In-Progress, Waiting for User, and Completed transaction counts are included in the Active data. Historical data shows the number of transactions completed within any given timeframe.
The Archive view lets users mark completed transactions for re-export, allowing manual or automatic export reprocessing.
The Users view is only available to administrators and lists all users invited to the platform.
The process of adding a user is divided into two steps: general information and job permissions.
Admin assigns a user to the job units (departments and their locations) and determines what job users are permitted to do with particular document types.

The Result

We successfully designed and built a genuinely cloud-native product by closely collaborating with the client's back-end engineering team. This platform-agnostic solution can be deployed in any cloud environment, public or private, from any vendor, seamlessly supporting multiple job roles within a single cloud environment.

Our involvement as UI/UX design experts and front-end developers enabled TIS to connect with mid-tier organizations that previously found it difficult to justify the time, effort, and cost of deploying data capture technologies in their own environment.

"Dworkz team has been a great partner in helping me in setting up the UI/UX efforts in the last five years."

— Arvind Sharma , CTO

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