Requirements
The client approached us as they needed help supporting and developing a document automation and integration platform. The platform consumes data from multiple sources and transforms it into structured outputs for their customer-facing documentation, such as welcome, quote, and itineraries packs. The system was originally built by a third-party supplier, but the client needed a new partner to take ownership of the software and drive improvements.
The system uses a set of Azure workflows designed to trigger actions based on data changes. It was intended that the workflows would be used to allow the client to manage them internally due to the low code nature, however, it was later realised that the complexity of the workflows made it difficult to manage and update them internally.
Solution
We stepped in to take full ownership of the integration platform and its workflows. Working closely with the client, we:
- Improved scalability and maintainability
- We anticipated that continuing to scale the platform, particularly by increasing the volume of documentation, would lead to performance issues. To mitigate this, we proactively restructured and redesigned how data was retrieved from three key sources, ensuring the system could handle the growing load more efficiently.
- Managed Azure workflows
- Although originally intended to be editable by the client, the workflows were too complex. We took over their management, ensuring they triggered correctly and reliably and making changes to improve the performance
- Enhanced document logic
- We implemented updates to logic to align correct business processes surrounding internal flights and ATOL certificate documents and visa requirements, and added new content so that passengers could receive welcome packs and remittance advice ahead of their trip
- Designed new document types
- We have designed and are developing a solution for a brand-new quote pack, expanding the client’s documentation capabilities.
- Improved performance
- We identified and resolved several performance bottlenecks, making the system more efficient and scalable.
- Prepared for supplier document migration
- We began mapping the existing supplier documentation stored on hosted servers, ahead of the planned transition to the clients Azure servers to better align with the business’ infrastructure strategy. The planning and investigation included analysing existing logic, design, and structure of the documentation, as well as mapping data flows to help plan a smooth migration of supplier documentation to exist in the same platform as customer documentation.
Results
Since taking over the management of the integration platform and workflows, the client has seen increased efficiency through removing redundant processes, improving performance, and reducing complexity.
We’ve improved collaboration by streamlining the multi-party workflow between the client, data provider, and d-flo, making sure changes are well-managed and don’t disrupt downstream processes.
