Extract Cloud Platform

A cloud-native platform for document and data capture, classification and transformation.

The Challenge

TIS wanted to build the Extract Cloud Platform as a native cloud environment. It needed to deliver strong document and data capture solutions, like on-premises alternatives, but with a faster onboarding process and lower upfront cost for customers.

TIS also needed a partner to design and build a flexible web-based user interface. The UI had to support many job roles for each customer. Users needed to be able to:

Submit a transaction
Validate a transaction
Manually download export data for a transaction
View overall processing status for all transactions
Review processing history
Manage user and system admin tasks

Document-processing interface showing invoice details, a scanned invoice preview, and extracted line-item data — The user interface for the work item/document dynamically loads the layout and contents according to the user's job definition. This means the same UI can be used for multiple use cases.

Our Approach

After talks with stakeholders and TIS's back-end engineering team, the product vision became clear. The Extract Cloud platform would keep evolving, with more back-end services and a friendly UI for desktop browsers and mobile or tablet devices.

Based on customer feedback, we chose service updates that would expand the platform's process types or improve the features of existing processes.

We worked with the TIS team to break services into their smallest logical parts. That made it easy to create processes, or job roles, by linking services. It also kept the platform consistent and let TIS grow Extract Cloud services quickly while keeping the UI easy to use.

Sign-in form with username and password fields, a reset password link, and a login button — When a user logs into the platform, the RestAPI checks to see if the user is authenticated and returns the Tenant(s) to which the user belongs.

Tenant selection screen listing three organizations with buttons to continue to the chosen account — If a user belongs to more than one Tenant, they must select the Tenant during login.

Extract Cloud upload screen with drag-and-drop areas for invoices and purchase orders organized by country — Users can upload documents for processing using either the standard browse dialog or the drag-and-drop mechanism.

Extract Cloud work list showing document statuses, deadlines, business units, job types, and a preview of invoice details — The Work List displays work items/documents that are at a manual user step.

Extract Cloud dashboard showing active and historic document totals, status breakdowns, and date filters — The dashboard displays both current and historical processing data. In-Progress, Waiting for User, and Completed transaction counts are included in the Active data. Historical data shows the number of transactions completed within any given timeframe.

Extract Cloud archive showing searchable documents with creation dates, business units, job types, and pagination controls — The Archive view lets users mark completed transactions for re-export, allowing manual or automatic export reprocessing.

Extract Cloud user management screen showing account statuses and controls to add, search, enable, reset, or remove users — The Users view is only available to administrators and lists all users invited to the platform.

Add user form with name, email, password, and password confirmation fields — The process of adding a user is divided into two steps: general information and job permissions.

Add user permissions dialog with expandable departments, regional access, and view, edit, and delete controls — Admin assigns a user to the job units (departments and their locations) and determines what job users are permitted to do with particular document types.

The Result

We designed and built a truly cloud-native product with the client's back-end engineering team. This vendor-neutral solution can run in any cloud environment, public or private, from any vendor. It also supports several job roles within one cloud platform.

As UI/UX design experts and front-end developers, we helped TIS reach mid-size companies that had found it hard to justify the time, effort, and cost of using data capture solutions in their own environment.

Shortly after we completed Extract Cloud, TIS was acquired by Kofax. During the acquisition, the Kofax team shared that they had been developing a similar product, but considered the platform we built with TIS a couple of years ahead of their own. For Dworkz, that feedback was a meaningful recognition of the product vision and the close collaboration between our design and front-end team and TIS’s engineering team.

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"Dworkz team has been a great partner in helping me in setting up the UI/UX efforts in the last five years."

— Arvind Sharma , CTO

Extract Cloud Platform

The Challenge

Our Approach

The Result

Kantola

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Extract Cloud Platform

The Challenge

Our Approach

The Result

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Kantola

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