Certificate of Analysis Phase 2
The COA Part 2 automation was designed to securely process Certificate of Analysis (CoA) documents by automating file monitoring, PDF conversion, digital signing, data extraction, and system upload. The bot monitors a network folder for new CoA files, converts them to PDF, digitally signs them using Adobe Acrobat Pro with an authorized certificate, extracts key identifiers, and uploads the signed documents into the Ross system, ensuring authenticity, traceability, and compliance.
Client Overview
The client operates in a regulated chemical / nutraceutical environment, where digitally signed and traceable Certificates of Analysis are mandatory for quality assurance and audits.
Technical Stack
Industry
Hi-Tech
Region
USA
Project-size
Non-Disclosable
Company size
Large-scale company
Implementation Highlights
Continuous monitoring of a network folder for newly added CoA files
Automatic conversion of incoming files into PDF format
Automated upload of signed CoA documents into the Ross system using extracted details
Digital signing of PDFs using Adobe Acrobat Pro
Selection of authorized certificate
Document lock enabled after signing
Password-based verification for secure signing
Structured handling to ensure document integrity and traceability
Challenges & Solutions
Secure Digital Signing Requirements
Solution: Automated Adobe Acrobat Pro steps with certificate-based signing and document locking to ensure compliance.
Reliable File Detection
Solution: Implemented folder monitoring with file-ready checks to avoid partial or duplicate processing.
Accurate Metadata Extraction
Solution: Used text extraction logic to reliably capture PCode and Batch Number before upload.
Compliance & Audit Readiness
Solution: Ensured all documents are digitally signed, locked, and uploaded with correct identifiers.
1000+ Projects Experienced
Access Iqra Technology’s skilled developers and experts. Enjoy a risk-free two-week trial and take advantage of our cost-effective solutions.
8+
Years of Business
Experience
100+
Happy
Customers
15+
Countries with
Happy Customers
100+
Agile enabled
employees
Results & Impact
- 75–85% reduction in manual COA handling time
- Reduced risk of unsigned or incorrectly uploaded documents
- Guaranteed document authenticity through digital signatures
- Improved traceability using PCode and Batch Number
Key Learnings & Achievement
- Digital signature automation significantly improves compliance workflows
- Secure credential handling is critical in regulated environments
- Metadata-driven uploads improve document traceability
- The solution has been thoroughly documented and organized as a structured reference guide, enabling organizations to easily review, understand, and replicate the implementation process with confidence. This establishes the solution as a trusted and dependable model, fostering credibility and motivating potential organizations to collaborate with us.
Certificate of Analysis Automation – Phase 2
How Iqra Technology extended and enhanced the Certificate of Analysis automation solution in Phase 2 — adding advanced validation, multi-recipient distribution, bulk processing, and enriched reporting capabilities for an Australia-based Hi-Tech company.
Client Overview
A provider of advanced robotic process automation and AI-driven workforce solutions, enabling businesses to enhance operational efficiency and streamline complex processes through intelligent automation technologies.
Industry Details
Project Overview
Phase 2 of the Certificate of Analysis automation project built upon the Phase 1 foundation to deliver a more robust, scalable CoA pipeline. Enhancements using Microsoft Power Automate, SharePoint Online, and Power BI included bulk batch processing for multiple CoA documents simultaneously, advanced data validation rules, multi-recipient email distribution logic, reissuance workflows for amended certificates, and a Power BI reporting dashboard for CoA issuance monitoring.
Client Requirements
- Extend Phase 1 to support bulk generation of multiple CoA documents in a single automated run.
- Implement advanced data validation rules to catch quality threshold breaches before CoA generation.
- Support multi-recipient distribution — sending CoA documents to multiple customer contacts per batch.
- Build a reissuance workflow for amended or corrected certificates with version tracking.
- Create a Power BI dashboard to monitor CoA issuance volume, approval turnaround, and distribution metrics.
- Enable automated alerts when quality thresholds are breached, triggering hold notifications before CoA dispatch.
- Extend SharePoint storage with enhanced metadata and audit trail fields.
Technologies Used
Challenges & Solutions
Measurable Results
Implementation Highlights
What Our Clients Say
Verified reviews from Clutch.co — rated 4.7/5 across 8 client engagements.
"What stood out most about Iqra Technology was their genuine commitment to delivering quality work and their proactive approach throughout the project. It felt like working with a partner rather than just a vendor."
"Working with Iqra Technology was an excellent experience. They understood our requirements clearly, built the solution, and completed the integration smoothly. The end result has streamlined our operations."
"Iqra Technology played a key role in enhancing our internal digital workplace. The portal is now easy to navigate, visually clean, and aligned with our business needs."
"They performed as promised, communicated regularly, and completed the project on time. All requested data was properly and securely migrated."
"They're flexible and professional. If the company has a tight budget, they're the best company to work with. The team provides good value for money."
"The developer integrated seamlessly into our project, delivering high-quality dashboards that improved decision-making for our clients."
FAQs
Need a Similar Solution?
Our Power Automate experts can digitise and automate your business workflows end-to-end.
