Case Study


 Cutting Costs and Increasing Flexibility in PDF Generation

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About the project

The developed functionality is a cloud-based service designed to migrate, duplicate, and customize PDF templates originally managed in Formstack into a serverless environment.

This solution leverages cloud functions to handle document processing tasks, enabling the generation of PDF and DOC files with greater flexibility and reduced operational costs. By using libraries such as Docxtemplater and HTML-PDF, the service allows businesses to maintain full control over their document templates while ensuring compatibility with various cloud platforms.

 

 
 

The Challenge

The main challenge was to develop a standardized solution that could be quickly and efficiently deployed, regardless of the complexity of the PDF templates the clients had in Formstack.

The solution also needed to be compatible with multiple cloud service providers and flexible enough to meet the diverse needs of different clients. The goal was to reduce the dependency on costly services like Formstack, provide greater control over template customization, and lower overall operational expenses.

 

 

The Solution Implemented

The solution involved creating a cloud-based service that enables the migration, duplication, and customization of PDF templates from Formstack to a serverless environment. The development process included:

  • Proof of Concept (PoC): Conducting PoC to ensure HTML libraries were compatible with various cloud platforms.

  • Standardized Migration Process: Establishing a standardized process to migrate PDF templates, making it easy for developers of all skill levels to implement the solution.

  • Technological Integration: Using cloud functions to manage the entire document generation process, from receiving template data to generating and delivering the final document. The solution supports both DOC and PDF formats using Docxtemplater and HTML-PDF libraries.

This flexible and customizable solution allows clients to efficiently deploy the service across different industries and use cases, tailored to their specific requirements.


Results and Impact

  • The client realizes an annual savings of over $5,000 through this service.

  • The implementation of this solution has led to significant cost savings, reducing businesses' reliance on expensive services like Formstack.

  • Companies that have adopted this solution report a return on investment within a year, thanks to reduced operational costs and improved efficiency in document generation.

  • The solution's flexibility has empowered clients to fully control their PDF template management, leading to greater operational agility and alignment with their unique business needs.


 

Client Overview

Many companies using Formstack for PDF generation encounter high costs and limited customization options over time. These issues lead to inefficiencies and increased operational expenses, especially as businesses grow and their document management needs evolve. To address these challenges, a new serverless solution was created, offering a more affordable and adaptable alternative.

 

Client Testimonials

“MediScribe has changed the way I interact with my patients. I can now focus on patient care rather than paperwork,”

shared Dr. Emily Stone, a participating physician in the MediScribe pilot program.

 

Let’s Talk

Are you looking to cut costs and gain control over your document generation processes? Reach out to us today to discover how our serverless PDF generation solution can be customized to meet your business needs.