Sharepoint-based Document Management System

  • Technologies and platforms:Net, SharePoint, SharePoint Online, Azure, React/Typescript, SPFx, REST API, MS Graph
  • Effort:8 man-months, ongoing

Belitsoft has developed a modern SP-based data management system and helped the client migrate to it.

The client

Belitsoft was hired by an insurance company from the UK.

The challenge

The client’s employees were not performing as well as they could because of the outdated BPA system. So the company needed a new one that fit their current business processes.

Why Belitsoft

The customer has chosen us because of the following reasons:

  • A Microsoft Gold application partner status, proving our expertise with MS products;
  • 5 hours working day overlap, which made cooperation easier;
  • Competitive pricing;
  • Previous experience in the Insurance domain and DMS development;

The process

Due to the size and urgency of the project, creating a detailed requirements document in advance was suboptimal. So the Time and Material model and Agile methodology seemed like the best fit.

The work was split into 3-week sprints with a demo session at the end of each. This helped keep the customer confident about having his money well-spent. One of the client’s managers acted as a point of contact for our development team and participated in meetings via Skype.

The solution

We have integrated the client’s broking application (Brokasure) with an Azure app and Sharepoint. As a result, the document management system automatically creates the necessary collections for every unique Associate ID. Each site collection contains custom document libraries with specific structure, SPFx Application and Field customizer extensions. The SharePoint tenancy may vary based on the Legal Entity of document being added.

We have also created a Sharepoint Hub Site to improve navigation and make the users’ day-to-day work more convenient.

The results

The client was impressed with the results and decided that there is more room for improvement at his company. So Belitsoft team is still working on improvements and extra features for the document management system.


Bjarne Mortensen, СEO at ElearningForce International (United States, Denmark) :
We have been working for over 10 years and they have become our long-term technology partner. Any software development, programming, or design needs we have had, Belitsoft company has always been able to handle this for us.
Eddie Nicholas, Service Delivery Director at Crimson (United Kingdom) :
They use their knowledge and skills to program the product, and then completed a series of quality assurance tests. We were working in an agile way with them. Belitsoft performed very well throughout our project. We are definitely looking at Belitsoft as a long-term partner.
Adrienne Herd, Program Administrator at UC Berkeley (United States) :
I highly recommend Belitsoft for website design and development. We were up against a tight deadline to launch the project. The work was delivered on time and within budget! I will continue working with Belitsoft as a valued partner for our web development!
Kevin M. Rice, Main Partner at Hathway Tech (United States) :
We have worked with Belitsoft team over the past few years on projects involving much customized programming work. They are knowledgeable and are able to complete tasks on schedule, meeting our technical requirements. We would recommend them to anyone who is in need of custom programming work.
Darlene Liebman, Co-Founder at HOWCAST MEDIA (United States) :
Belitsoft company is able to make changes instantly. One of our internal engineers has commented about how clean their code is. Belitsoft seems to know what they're doing, which I appreciate.
Renè Reiners, Deputy Head of Division at Fraunhofer FIT (Germany) :
It was a great pleasure working with Belitsoft software development company. New requirements and adjustments were implemented fast and precisely. We can recommend Belitsoft and are looking forward to start a follow-up project.
Martin Beijer, CEO at Ticken B.V. (Netherlands) :
I expected and demanded a lot of you at Belitsoft company, but you exceeded my expectations. You acted pro-actively, challenged me at the right moments. Thanks!
Pete Johnson, CEO at Apollo Matrix (United States) :
Belitsoft company has been able to provide senior developers with the skills to support back end, native mobile and web applications. We continue today to augment our existing staff with great developers from Belitsoft.
Bo Sejer Frandsen, Managing Director at Key2Know A/S in 2012 (Denmark) :
Belitsoft company delivered dedicated development team for our products and technical specialists for our clients time to time custom development needs. We highly recommend that you use this company if you want the same benefits.
Nicolas Tierney, COO at Regenerative Medicine LLC (United States) :
We approached BelITsoft with a concept, and they were able to convert it into a multi-platform software solution. Their team members are skilled, agile and attached to their work, all of which paid dividends as our software grew in complexity.
Guy Doron, CEO at Moblers (Israel) :
Having worked with Belitsoft as a service provider, I must say that I'm very pleased with the company's policy. Belitsoft guarantees first-class service through efficient management, great expertise, and a systematic approach to business.. I would strongly recommend Belitsoft's services to anyone wanting to get the right IT products in the right place at the right time.
Ivo Downes, Director at ShowCast Limited (Germany) :
If you are looking for a true partnership Belitsoft company might be the best choice for you. They have proven to be most reliable, polite and professional. The team managed to adapt to changing requirements and to provide me with best solutions. I strongly recommend Belisoft.

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