E-Documentation Tool Development for Regional Bank
Services Covered:

Industry
Financial Services
Duration
156 months
Budget
Confidential
Start Date
1 August 2013
Team Size
1-5 Employees
Engagement Model
Onshore
Project Capability Score (PCS)
77/100
Good
Project Capability Score (PCS) estimates how capable GeneXus Consulting is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS
Client
Confidential
Project Summary
Genexus Consulting developed an e-documentation tool for a regional commercial bank using a SQL database, GeneXus, and .NET. Over time they added processes and features and continue to provide support and coordination. The tool enabled the bank to digitize documentation and is used across several processes.
Key Challenges
- Develop an e-documentation tool to move the bank from paper to digital documentation
- Incrementally add processes and features over time to cover multiple bank workflows
Project Deliverables
- E-documentation tool
- SQL database-backed implementation
- Ongoing support and maintenance
- Process organization and digitization workflows
Project Solution
Developed an e-documentation tool built on a SQL database using GeneXus and .NET. The vendor organized processes, added features iteratively, and provides ongoing support and a tool for analyzing requirements and requesting support. Staffing was typically 2–3 people, with additional resources added as needed.
Project Outcome
- Digitized most of the bank's documentation
- Tool adopted for several bank processes
- Ongoing support with weekly meetings and a requirements/support tool
Platforms
Web
Tech Stack
SQL
.NET
Client Endorsement
Overall Review Rating
4
4 out of 5 stars
Timeliness
Cost Rating
Willing to Refer
Quality of Deliverables
“Genexus developed the tool that helped transition the bank from paper to digital documentation. They impress with their technological expertise and ability to deliver a wide variety of skill sets.”
Note: This endorsement is based on publicly available client feedback from external review sources.
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