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Enterprise SaaSCase Study

Othos

Enterprise document management and e-signatures - secure storage, OCR, workflow automation, and compliance in one platform.

app.othos.io/documents
Othos product screenshot

Overview

The document lifecycle, centralized.

Othos is a document management and e-signature platform that enables secure document storage, OCR extraction, workflow automation, compliance, and digital approvals for organizations that live and die by paperwork.

Our role
Product ManagementQuality Assurance
Industry

Enterprise SaaS

The challenge

Organizations struggle with manual document workflows: approvals stall in inboxes, versions multiply, and compliance requirements turn every audit into an archaeology project.

Discovery & research

We interviewed compliance officers, legal teams, and operations staff to map document journeys end to end - finding that most delays came not from signing, but from routing, permissions, and lost context between steps.

The solution

Workflows that route themselves.

We designed a centralized platform where documents carry their own workflow: OCR extracts content on upload, approval chains route automatically, signatures are legally tracked, and every action lands in an immutable audit log.

01DiscoveryStakeholder workshops, competitive analysis, and user research to frame the real problem.
02DefinitionProduct strategy, prioritized roadmap, and success metrics agreed with stakeholders.
03DesignInformation architecture built around document states, with a viewer that keeps context and actions together.
04ValidationCompliance-team pilots validated audit trails and permission models against real regulatory scenarios.

Key features

What we shipped.

OCR ExtractionUploaded documents become searchable, structured data automatically.
E-SignaturesLegally tracked digital approvals with sequential and parallel signing.
Approval WorkflowsDocuments route themselves through configurable approval chains.
Compliance ControlsRetention policies and regulatory alignment built into the platform.
Audit LogsEvery view, edit, and approval recorded immutably.
User PermissionsGranular role-based access down to individual documents.

Business impact

Results that matter.

Othos improved document security, collaboration, and operational efficiency - cutting approval cycles from days to hours and making audits a report away instead of a fire drill.

Technologies
ReactTypeScriptNode.jsPostgreSQLTesseract OCRAzure

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