Government Document Management System Portal
I led the delivery of a Document Management System (DMS) portal for a major US city government agency on the Expertly platform — enabling the agency to store, organise, and retrieve versioned, metadata-tagged case documents securely at scale.
What the project involved:
Government Single Sign-On integration — integrated the portal with the agency's centralised government identity system, enabling secure staff and citizen authentication alongside the platform's native login for non-SSO accounts.
Group-based permissions model — designed and delivered a role and group access framework (admin vs. standard users), giving the agency granular control over who could view, modify, and manage documents and permissions.
Large-scale document migration — managed the import of tens of thousands of scanned case documents with associated metadata, including a resilient reconciliation mechanism to capture records that failed validation, with scheduled automated re-import as missing case data became available.
Metadata-driven retrieval — delivered configurable, metadata-tagged document handling, allowing the agency to fetch documents on demand based on case and entity criteria.
How I delivered it:
I ran the engagement through Agile delivery — managing requirements clarification with client stakeholders, backlog and task breakdown, release preparedness, and coordinated production deployments. Post-launch, I owned the ongoing support model: change requests, scheduled production releases, and hotfixes across multiple cycles, keeping the live system stable for the agency's daily operations.
Outcome: A secure, government-SSO-integrated document management portal running in production, with a sustainable release and support cadence maintaining it through continuous client needs.