Document Generator

Stack: C#, ASP.NET MVC, LINQ, SQL & SSMS, DevExpress, Azure DevOps

Posted on December 20, 2020

August 2020 - December 2020

Consistency, Accountability, and Auditability
When it comes to operating an effective and efficient business (especially in certain domains) it is crucial to have records of all activities and decisions. Just as important as the records themselves, is the format and system in which they are stored. These records need to be easily; understandable, accessible, and provide insight into data driven decisions.

Our project, the Standardized Document Generator, had the goal of adhering to the principles of consisistency, accountability, and auditability. For the project an API (application programming interface) was developed to autogenerate standardized PDF format documents. These generated documents were used for data driven decision making and records of the organization’s activities. The document was generated using a combination of standardized user inputs (from a platform called K2) and metrics/data sourced from another project I worked on (Data Integrity Tool). The PDF was then created via the API, bringing in all user inputs and data into a clean, understandable, and consistent format.

A consistent document template reduced confusion and streamlined the approval process for the organization’s projects. Increasing the consistency of these documents also made it much easier for project teams to understand what they were accountable for on each project and aided in the decision-making process. By autogenerating the documents and storing them in a central location they became readily available. When it comes time for an audit to occur, these documents make it much easier for the auditors to gain a greater understanding. This leads to stronger auditor-client relationships. When the auditor is happy, everyone is happy.

Project Goals
The goal of the standardized documents was to; increase project and data clarity, optimize approval times, increase accountability, and allow for quick access to documents by the organization and auditors.

This development project utilized C#, ASP.NET MVC, LINQ, SQL & SSMS, and DevExpress.

Copyright © 2022 Chad Dundas Smith and Creative Tim