AI Platforms & Infrastructure · United States
Secure Cloud DMS Stack
We transformed a legacy on‑prem shared drive into a secure, cloud‑based document management system with granular roles, rich collaboration, and seamless access across locations for a fast‑growing PropTech leader.
Client Overview
About Our Client
Our client is an innovation‑driven PropTech company focused on modernizing property management through secure, technology‑first operations. Before partnering with us, they relied on an on‑premise shared drive accessed via VPN to manage documents and sensitive PII across multiple locations, which created major gaps in accessibility, usability, and security.
- Industry
- PropTech
- App Type
- Web-based Cloud Document Management System
- Services
- Product Design, Cloud Architecture, Web Development, Data Migration, Security Hardening
- Engagement Model
- End‑to‑end Platform Modernization / Agile Delivery
Tech Stack Used
- React.js
- Node.js
- AWS
- Amazon S3 (document storage)
Requirement
The client needed a modern cloud solution to replace their VPN‑bound shared drive, with secure anywhere access to documents, robust role‑based access control for sensitive financial and resident data, mobile‑friendly usage, and support for collaborative editing and version tracking.
Results
Improved Accessibility & Productivity
Staff now access documents quickly from any location or device, reducing friction and delays tied to VPN and deep folder navigation.
Stronger Governance & Security
Role‑based access and modern encryption significantly reduced risk around PII and financial records.
Streamlined User & Document Management
Centralized employee and group management, plus the integrated editor and versioning, simplified workflows and reduced duplication.
Scalable PropTech Platform Foundation
The new DMS gives the client a robust, extensible backbone to support future digital services and continued growth across properties.
Our Process
Discovery & Audit
Analyzed existing folder structures, data sensitivity, and user workflows across offices to define migration strategy and access policies.
Tech & Architecture Design
Selected a React + Node.js stack on AWS, designed multi‑tenant‑ready modules for roles, groups, and document access, and mapped on‑prem data to S3 buckets and metadata services.
DMS Feature Design
Crafted UX for super admin consoles, employee onboarding, group assignment, and an integrated document editor with version control.
Development & Integration
Implemented dynamic role/group management, employee management, secure document APIs, encryption, and the embedded editor with full change history.
Data Migration & QA
Executed staged migration from the shared drive to AWS, validating permissions, document integrity, and auditability under real user scenarios.
Rollout & Enablement
Launched the platform across locations, optimized for desktop and mobile browsers, and trained admins on managing roles, groups, and security policies.
Core Solution
Cloud-Native Document Hub
Delivered a centralized DMS on AWS where users can securely store, search, and access documents from any device without VPN or complex folder paths.
Dynamic Roles & Group Management
Enabled super admins to define roles and groups with fine‑grained permissions (view, edit, share, download), and assign employees to the right access scopes.
Built-in Editor & Version Control
Added an advanced document editor for real‑time collaboration plus version history to track changes, recover earlier states, and maintain accurate records.
Enterprise-Grade Security
Implemented modern encryption and secure access controls around S3‑backed storage to protect PII and financial data while simplifying compliance.
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