Research and governance platform transformation, workflow automation, UI enhancements, and data-driven solutions.
Governix Partners
Overview
The client is a leading American proxy advisory services firm. The organization sought to modernise its research process and enhance data integration through a new Research Platform. The initiative aimed to streamline analysis, automate workflows, and improve data aggregation while handling large-scale XML data processing for seamless integration into a structured database, ultimately enhancing efficiency, reducing operational costs, and accelerating decision-making. Capaciteam was engaged to assist with business analysis, development, and testing, ensuring a structured and scalable transformation.
Industries
Finance and Banking, Enterprise
Duration
16 months / ongoing
Team size
9 specialists
Tech stack
ColdFusion, SQL Server, C#, HTML, XML, Azure Synapse Analytics, Azure Data Lake Storage, Angular, Figma
Challenge
The company aimed to enhance the efficiency of its research processes by automating the creation of company records and proxy paper shells, ensuring faster processing and greater accuracy. The organization sought to improve the synchronization of critical dates be, reducing the need for manual adjustments and increasing reliability. Optimizing document procurement was a priority, with a goal to streamline data attachment and retrieval for faster, more efficient research workflows. Strengthening user management through a structured, scalable role-based access system was also essential. Additionally, modernising the Governance Hub with improved integration capabilities and updating the DocuSearch platform with enhanced automation and an intuitive user interface were key objectives to support future growth and operational scalability.
Solution
A structured approach was taken to address these challenges through automation, modernization, and UI/UX improvements. With Capaciteam’s assistance, the research workflow was automated, streamlining the creation of company records and proxy paper shells, which significantly reduced the need for manual intervention. Synchronization of key research deadlines was enhanced by implementing automated date calculations, taking into account policy rules and non-working days. The document procurement process was streamlined through an automated system that downloaded and attached required research files, improving efficiency across different market regions. A robust user management system was introduced, providing structured role-based access and streamlined administrative controls. The Governance Hub was modernised by integrating new API endpoints and optimizing content management processes, allowing for scalable system growth. Additionally, the DocuSearch platform was enhanced with an upgraded user interface, automated document conversion capabilities, and standardized data handling to improve accessibility and workflow efficiency.
Key factors of success
Efficiency was significantly improved as automation reduced manual work, enabling analysts to focus on decision-making.Accuracy increased through automated workflows that minimised errors in date synchronization and document processing.Scalability was enhanced with a system designed to adapt to new markets and evolving research needs.The user experience was optimized with improved UI, workflow automation, and structured data handling.Security and compliance were strengthened with role-based access, authentication, and encryption for data protection.Collaboration improved through streamlined workflows and document-sharing features that enhanced team coordination.
Let’s Redefine What’s Possible, Together
Software with purpose begins with a partnership that understands your ideas. From vision to realization, we provide IT solutions that create meaningful change – one innovation at a time.