Kleeto Case Study on Hybrid Document Model

This case study outlines the evolution of the Kleeto solution, focusing on the hybrid document model implemented for efficient document management. The document describes the foundational steps taken, including the receipt of physical documents, capturing key metadata, and verifying page counts before uploading digital files into standard folder paths according to established Standard Operating Procedures (SOPs). It further details the digital streamlining process, which includes 100% SFTP enablement and the merging of main and supporting PDFs into a unified file for easier access. The integrated model is highlighted, where SAP documents are received via SFTP, while physical documents are digitized and stored with defined tags for instant search capabilities. The case study emphasizes the archival track that connects physical-only records with digital documents, facilitating faster audit-ready retrieval and reducing the time spent locating vouchers. Overall, the study presents a comprehensive view of how the hybrid workflow functions and the key improvements achieved.