Software Development Company in USASoftware Development Company in USA
Tide Casestudy Image
Tide Casestudy Image

PDF Document Management System with Microsoft Azure

Tide Casestudy Image
  • Client NameTide Services
  • Country UK
  • Engagement ModelHire Developers (Monthly)
  • TechnologyTerraform, Azure Functions, Azure Data Factory, Node.js, React PDF

Project Overview

Tide Services manages three distinct business segments, each handling a diverse range of complex technical documents, from legal contracts and insurance policies to utility infrastructure reports. With varying operational needs and stakeholder requirements, effectively managing and sharing these documents was a significant challenge.

The solution was clear: Tide Services required a scalable, unified platform to streamline document management, ensure secure access, and make documents in multiple formats, XML, DOCX, and PDFs, easily accessible across teams and stakeholders.

In collaboration with Hidden Brains Experts, Tide Services leveraged Microsoft Azure's cloud capabilities to implement an automated PDF generation service, transforming document workflows, enhancing accessibility, and fostering seamless collaboration across business units.

Challenges

Tide Systems faced several critical pain points in its document management processes

  • Dynamic Data Processing Efficiency
  • Adapting to New Document Types
  • Security and Compliance
  • Balancing Serverless Efficiency and Cost
  • Handling Heavy Attachments
  • Workflow Orchestration
  • Data Retention Complexity
  • Maintenance and Optimization
Supercharge Your Cloud Journey
with Azure Specialists
Hire Microsoft Developers

Our Custom Approach

Our approach to transforming Tide Services' document management was built around scalability, security, and accessibility:

Tailored Needs Assessment Tailored Needs Assessment

We began by understanding the specific challenges and document requirements of each business segment to ensure a solution that met their operational needs.

Scalable Cloud Infrastructure Scalable Cloud Infrastructure

Using Microsoft Azure, we built a robust cloud-based platform capable of handling diverse document formats and high-volume processing, ensuring future scalability.

Enhanced Collaboration Enhanced Collaboration

Our solution enabled real-time document sharing and collaboration, empowering teams to access, review, and update documents effortlessly, streamlining workflows.

Security & Compliance Security & Compliance

With Azure Blob Storage and built-in security features, we provided a centralized, secure system for storing and accessing sensitive documents.

Automated PDF Generation Automated PDF Generation

We implemented an automated XML to PDF conversion service, ensuring seamless document output that met accessibility standards and tailored formatting.

Key Features Delivered

Star Icon
1
Authentication via Public/Private Key

Secure, reliable access control.

Star Icon
2
Efficient Upload Script

Automates batch processing and XML/GIF uploads.

Star Icon
3
Trigger Listener & Interim Storage

Initiates PDF production and stores files for traceability.

Star Icon
4
XML Validation

Ensures error-free XML processing with customer-specific rules.

Star Icon
5
Dynamic PDF Generation

Customizes PDF output based on customer-specific settings.

Star Icon
6
Interim Storage Management

Organizes PDFs and log files for easy retrieval.

Star Icon
7
Expedited Order Handling

Prioritizes urgent orders for faster delivery.

Star Icon
8
Usage-Based Billing

Monthly reports track conversions for transparent billing.

Star Icon
9
Data Retention Policies

Automatically deletes data after specified retention periods to ensure compliance.

Hidden Brains Solution

The solution we delivered to Tide Services is built around simplicity, security, and scalability, leveraging Microsoft Azure to streamline PDF generation. Here's a breakdown of what we did

Efficient PDF Generation Workflow

Efficient PDF Generation Workflow

We optimized the entire process, making it faster and more reliable, from handling XMLs and GIFs to validating data and dynamically generating PDFs.

Secure Authentication

Secure Authentication

We added a public/private key authentication system, so only authorized users can access sensitive documents, keeping everything safe and compliant.

Customer-Specific Data Abstraction

Customer-Specific Data Abstraction

We simplify client onboarding by abstracting customer data, enabling quick adaptations with minimal effort and no complex development.

Handling Large Batches Efficiently

Handling Large Batches Efficiently

The system is designed to process large batches of documents quickly, making sure everything from big attachments to complex workflows.

Dynamic PDF Generation

Dynamic PDF Generation

PDFs are generated dynamically based on customer preferences, allowing us to tailor naming conventions and formatting to each client’s needs.

Managing Interim Storage

Managing Interim Storage

PDFs and log files are stored in Interim Storage, making it easy to track and retrieve documents and ensuring smooth workflows across all stages.

Transparent Billing Model

Transparent Billing Model

The system tracks requests, successful conversions, and any failures, generating monthly reports that give detailed insights for clear, performance-based billing.

Data Retention

Data Retention

Implemented strict data retention policies, automatically ensuring that all input and output data are securely deleted once the retention period expires, keeping everything compliant.

Node.js and React PDF Integration

Node.js and React PDF Integration

By integrating Node.js and React PDF, we added flexibility for creating dynamic content in PDFs, improving user interaction and customization.

Seamless Workflow Management

Seamless Workflow Management

Azure Data Factory ensures seamless coordination between XML validation, PDF creation, and log file management, allowing the system to operate effortlessly.

Results

Turning cluttered, chaotic processes into streamlined and efficient ones, we solved every business challenge with tech, expertise, and better solutions.

Business Challenge
Outcome / Result
Manual, time-consuming document formatting
Manual, time-consuming
document formatting
Turnaround in minutes – automated PDF generation delivers ready-to-share documents almost instantly
Strict compliance & audits
Strict compliance
& audits
Compliance simplified – automated data retention ensures secure, audit-ready processes
Disconnected teams across departments
Disconnected teams
across departments
Seamless collaboration – real-time access and updates across legal, insurance, and utility units
Difficulty handling peak loads & large attachments
Difficulty handling peak loads
& large attachments
Scalability ensured – system adapts to thousands of documents without delays
Slow client onboarding
Slow client
onboarding
Onboarding in hours – abstracted customer data reduces setup time from days to same-day
Unpredictable infrastructure costs
Unpredictable
infrastructure costs
Controlled expenses – usage-based billing turns variable costs into transparent, predictable spending

Frequently Asked Questions (FAQs)

Have questions about how our PDF generation solution works and what it delivers? These FAQs explain everything, and if you still have any queries, feel free to get in touch; we will be happy to help.

Got an Idea?
Let's Make It Real.

What’s Next?
  • 1 Drop your requirement and
    our expert will analyze further
  • 2 Outlining it, we will build roadmap
    and connect with you
  • 3 Further, finalize the approach
    and begin implementation
Connect with Our Team
  • Govind Chhawchharia - Team Member
  • Parmesh Shah - Team Member
  • Chirag Patel - Team Member
  • Ankit Budhia - Team Member

Your Tech-Powered Success is on Us

Phone
Inquire now