Content
Case Study
Automated Form Submission Workflow
A Canada-based organization working with multiple partner teams across regions. The client relied on manual PDF workflows that led to inefficiencies and data errors. The goal was to digitize and centralize this critical form submission system with layered access.
The challenges they faced
Replace manual form workflows with digital, fillable PDFs
Pre-fill forms with partial historical data
Enable role-based access for partner teams and admins
Store structured data centrally and archive filled PDFs both locally and on the cloud
Ensure enterprise-grade security, auditability, and scalability
Our approach
Built a responsive, role-based web interface for users and admins
Used PDF.js for in-browser preview and filling
Employed Python tools to generate, pre-populate, and validate PDF forms
Backend microservices (Java) managed user sessions, submissions, and permissions
Deployed PostgreSQL for data storage and AWS S3 + local client agents for PDF archival
The results
We were able to achieve a complex workflow:
JWT authentication and full RBAC system for user isolation
RESTful APIs for template and form lifecycle management
AWS Lambda for email alerts and archive automation
Monitoring stack for visibility and alerts
Local Python agents to save a copy of each submitted PDF securely on client systems
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