Project context
Anteca works with vehicle and equipment valuations for leasing. Files can cover trucks, semi-trailers and agricultural machinery, each requiring specific data and photographs.
The challenge
A valuation requires gathering client information, identifying missing material and preparing a report. When photographs, spreadsheets and documents are separate, the valuer has to reconstruct the file’s state from several sources.
Project objectives
- Keep asset data and photographs in a shared file.
- Show missing information and work status.
- Generate PDFs from structured data and configurable text.
Solution and implementation
UP2DATE built a web platform organized around the valuation file, with AI assistance features.
- The file identifies the asset and client and receives a work status.
- Photographs, technical data and equipment options are collected in the file.
- Status indicators highlight missing photographs or data.
- Configurable text and file data support PDF report generation.
Administrator, valuer, client and beneficiary roles support collaboration in the same system.
Delivered outcome
Valuers can follow files and missing information in one workspace and generate reports from collected material. The valuation conclusion and report validation remain the specialist’s responsibility.
What to take away
For document automation, identify the unit of work first: here, the valuation file. Connect documents and states to that unit before automating report drafting.