External client engagement
Catara Capital – Secure Data Architecture & VDR Integration
Technical lead and systems architect for a demanding, data- and access-sensitive environment. The core focus was a secure VDR integration pipeline connected to the Zoho CRM Plus architecture, alongside automation of recurring review and approval processes.
Tools & Methods
Key Highlights
Project Background
As Technical Lead for Catara Capital, this fully English-language mandate covered the design and implementation of the complete digital architecture. The focus centered on CRM, secure document management, and automated review and approval processes.
What Was Built
Engineered a modular system architecture that strictly separates operational CRM data (Zoho) from highly sensitive investment documents (VDR).
The core of the solution is an automated pipeline that synchronizes permissions in real-time. Access to data rooms is automatically provisioned and revoked based on CRM status. This approach breaks down data silos and entirely eliminates manual handoffs. All access activities are seamlessly documented as audit logs within the CRM.
Outcome
The entire data architecture is fully operational, ensuring strict separation of non-critical CRM data and highly sensitive documents. Recurring review and approval workflows run fully automated, ensuring continuous traceability. The deep system integration successfully eliminated the need for manual data room permission management.