Gualileo

The platform is designed for legal professionals, including lawyers, administrators, legal advisors, and decision-makers. Its goal is to optimize the management of documents and governance processes while ensuring transparency and regulatory compliance.

Project Objectives

1. Facilitate the management of governance bodies: Provide a solution for the centralized management of governance bodies, with tools for meeting planning, decision tracking, and mandate management.
2. Improve access to legal documents: Integrate powerful search engines that allow users to quickly find legal documents, statutes, minutes, and other resources essential for decision-making.
3. Automate key processes: Automate recurring tasks such as report generation, notifications to governance members, and mandate deadline management.
4. Ensure security and confidentiality: Guarantee the protection of sensitive information through rigorous access management systems and an infrastructure that complies with security standards.
5. Provide a flexible and scalable solution: Anticipate future needs in terms of features, data volume, and users.

Challenges Faced

1. Complexity of governance processes: Managing governance bodies involves numerous stakeholders, complex processes, and strict regulatory requirements. This required designing a flexible system capable of adapting to various business contexts.
2. Compliance with legal standards: The platform needed to meet local and international legal requirements, particularly regarding data protection and transparency in governance processes.
3. Document authenticity management: To ensure the reliability of decisions made by the bodies, it was crucial to guarantee the authenticity and traceability of documents.
4. Intuitive interface for various types of users: Since users range from lawyers to administrators, it was essential to develop an intuitive and easy-to-use interface suitable for different levels of technical expertise.

Solutions Implemented

1. Modular and scalable technical architecture:

• The platform is based on a modular architecture designed to be scalable, allowing the addition of new features without interrupting ongoing services.

2. Meeting and decision management tools:

• We integrated tools that enable users to plan meetings, record agendas, and track decisions made by governance bodies. Users can access comprehensive archives of decisions and mandates with just a few clicks.

3. Advanced search and indexing engines:

• The platform integrates several indexing engines for fast and precise document searches. These engines allow searches by keywords, dates, and other specific filters.

4. Confidentiality and access management system:

• A role and permissions management system was implemented to ensure that only authorized users can access certain documents and meetings of specific governance bodies.

5. Automation of notifications and deadlines:

• Automatic notifications are sent to governance members to inform them of mandate deadlines, upcoming meetings, and pending decisions.

6. Enhanced security:

• The entire platform is secured by SSL protocols, data encryption, and strict access controls, ensuring the protection of sensitive information.

Results Achieved

1. Improved governance process efficiency:

• Users report a reduction in time spent planning and tracking meetings, with a noticeable improvement in the traceability of decisions and documents.

2. Simplified access to documents:

• Thanks to advanced search engines, users can quickly find relevant legal and administrative documents, making it easier to prepare meetings and manage mandates.

3. Increased legal compliance:

• The platform allows companies to easily adhere to transparency and compliance standards through clear validation processes and the automation of critical tasks.

4. Widespread adoption among legal professionals:

• Since its implementation, the Gualileo platform has become an essential tool for managing governance bodies in Morocco. It is widely used by lawyers, administrators, and other legal professionals.

Conclusion

The Gualileo project illustrates DSI Conseil & Services’ ability to support its clients in complex and strategic projects over the long term. Through a collaborative approach with Artemis SA since 2008, we have successfully designed an innovative, scalable, and secure solution that meets the rigorous demands of legal professionals.