Streamlined PDF Editor application for Digital Credential Management

About the project

Challenges

As a SaaS provider, our client has numerous internal processes that require optimization. In this case, internal tool builders like UI Bakery help manage the growing number of requests within their system. However, the client's experience with low-code tools wasn’t sufficient for successfully implementing the tool on their own.

What is Low Code Automation and How It’s Simplifying Processes

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Requirements

The client required a system to design and print custom badges, merging individual customer data with each badge design to generate printable PDFs.
The solution needed to be built within UI Bakery to streamline internal processes and reduce the need for extensive manual work.
The system needed to pull data from Snowflake, enabling the merging of customer-specific information with badge templates for accurate personalization.

Key Deliverables

Development of the application within a low-code environment, making it easier to manage, modify, and scale as needed.

Low Code Development in Action: Key Use Cases Across Industries

An optimized automation workflow that consolidates badge design, data merging, verification, and printing processes into a single streamlined application, reducing manual work and improving efficiency.
Comprehensive documentation and guidance for the client’s team on using, maintaining, and updating the application as needed.

Main tool

UI Bakery

Additional tools

Project Timeline

1 month

Akveo’s team, who was working on the project

Mihail Kolesnikov

Full Stack Developer

Solution

To streamline the client’s internal badge creation and printing processes, Akveo developed a custom application within UI Bakery. This application allows employees to design badges, merge them with customer data from Snowflake, and generate print-ready PDFs in a single, user-friendly interface. Using JavaScript, we integrated a printing solution to automate the transformation of badge data and designs into high-quality printable formats, significantly reducing manual work and improving overall workflow efficiency.

Scope of work

Requirements Analysis and Planning

Collaborate with the client to understand specific needs for badge design, data merging, and printing.
Define and document the project requirements, including data handling, design parameters, and workflow optimizations.

Application Design and Development

UI Bakery developers design and build a user interface to support badge creation, data integration, and printing workflows.
Develop custom components and workflows for merging customer-specific data from Snowflake with badge templates.
Implement JavaScript functionality to convert badges into a print-ready format (PDF/PNG).

Database Integration

Integrate the application with the Snowflake database to securely retrieve customer data.
Ensure data accuracy and synchronization for smooth data merging and personalized badge generation.

Technology Stack

Low-Code Tool: UI Bakery

‍Programming Language: JavaScript (for data handling, merging, and custom component development)

Database: Snowflake (for secure data storage and retrieval)

File Formats: PDF and PNG (for badge output and printing)

Authentication: Google SSO (for secure access to the application)

Results

Increased Efficiency

The new application significantly reduced the time required for badge creation, data merging, and printing by consolidating these tasks into one streamlined workflow.

Enhanced Accuracy

By automating the data merging process from Snowflake, the application minimized manual entry errors, ensuring that each badge was personalized accurately with the correct customer information.

User-Friendly Interface

Built within a low-code platform, the application provided a simple and intuitive interface that was easy for employees to learn and use, even without extensive technical experience. This led to quicker onboarding and immediate productivity gains.

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Reduced Operational Costs

By improving workflow efficiency and reducing the time spent on manual tasks, the application contributed to lower operational costs, allowing the client to allocate resources more effectively across other areas of the business.

Take a look at the client’s feedback on

Clutch

and

Upwork

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UI Bakery PDF editor application

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