The project focuses on designing a modern File & Workflow Management platform that helps businesses organize, secure, and streamline their information. Unlike traditional CRMs that only track leads and customers, this solution integrates document management, records retention, and workflow automation to address the full lifecycle of business processes.

With customizable views, metadata tagging, version control, and automated routing, the platform adapts to different organizational needs—whether managing contracts, approvals, compliance documentation, or team collaboration. The goal is to deliver a user-friendly, compliant, and scalable solution that keeps critical information accessible and secure.

The design of this platform is guided by three pillars: simplicity, compliance, and scalability.

🔍 User-Centered Research – We studied real user workflows and evaluated leading content management systems to identify gaps and opportunities.

🎯 Simplicity First – We prioritized intuitive layouts, minimal friction, and guided workflows, ensuring the platform feels approachable without sacrificing depth.

🛠 Reusable & Modular Components – Document viewers, workflow builders, and metadata forms are designed as reusable modules for consistency and future growth.

🔐 Security Embedded by Design – From access roles to encryption and audit logs, every interaction is designed with protection and trust in mind.

🌐 Deployment & Integration Flexibility – The platform is designed to run in the cloud or on-premises and integrates seamlessly with other enterprise tools.