Case Study — 03

Surgimate eSign

Replacing DocuSign with a first-party, HIPAA-grade e-signature platform & micro-SaaS, saving $1.4M+ annually.

Surgimate Admin Dashboard
SurgiSign Marketing Landing Page
Project Snapshot
Client
Surgimate Inc. (US Healthcare SaaS Leader)
Services Provided
Full-Stack Architecture, NestJS API, Vite/React Admin & Mobile SPAs, PAdES B-LTA Engine
Key Metric
$1.4M+ Annual Cost Savings (95% Cost Reduction), 0 PHI Breaches, Sub-4 Min Sign Time
Status
Live in Production & Multi-Tenant SaaS Rollout
Core Architecture
NestJS REST Microservice, PostgreSQL 16 (RLS), Redis, AWS S3/KMS, Mailgun & Telnyx SMS
Compliance & Legal
HIPAA BAA Compliant, PAdES B-LTA Cryptographic Verification, Hash-Chained Audit Trail
The Problem

DocuSign Financial Burn & Operational Bottlenecks.

Surgimate’s surgical practice management platform coordinates hundreds of thousands of pre-operative consent forms, anesthesia releases, and HIPAA disclosures across health systems nationwide.

DocuSign Enterprise Burn Breakdown ($1.4M–$2.1M+ / yr)

Base Envelope Rate
$3.50 – $5.00 per envelope commit
$1,225,000 – $1,750,000
HIPAA BAA & Enterprise Tier
$25,000 – $50,000 annual contract floor
$35,000 average
SMS Verification Add-On
$0.50 – $0.75 per SMS OTP dispatch
$105,000 – $150,000
User Seat Licensing
$40/user/month across 500+ coordinators
$240,000

The Metered Billing Trap

Legacy integrations hardcoded single-signer workflows. If a surgical procedure required separate patient consent and physician sign-off, two distinct DocuSign envelopes were created—doubling per-case software expenses.

  • 01.Lack of Patient SMS Auth: Email-only links failed for elderly or emergency pre-op patients without email access.
  • 02.Vendor Lock-in: Predictable 15-20% annual contract price hikes with zero UI customization flexibility.
  • 03.Fragmented Audits: Legal evidence logs lived inside third-party servers rather than Surgimate’s database.
The Solution

First-Party eSign Micro-SaaS: 97% Direct Cost Reduction.

DocuSign Annual Spend$1,600,000
Surgimate eSign Self-Hosted$48,000
Net Annual Savings$1,552,000
High-Throughput Microservice Architecture
┌───────────────────────────────────────────────────────────────────────────────────┐
│                           SURGIMATE eSIGN ARCHITECTURE                            │
├───────────────────────────────────────────────────────────────────────────────────┤
│  ┌──────────────────┐       ┌──────────────────┐        ┌──────────────────────┐  │
│  │   Signer SPA     │       │    Admin SPA     │        │  Parent Monolith     │  │
│  │ (Vite + React)   │       │ (Vite + React)   │        │   (koala-rails)      │  │
│  └────────┬─────────┘       └────────┬─────────┘        └──────────┬───────────┘  │
│           │                          │                             │              │
│  ┌────────▼──────────────────────────▼─────────────────────────────▼───────────┐  │
│  │                   Surgimate eSign REST API (NestJS)                         │  │
│  │       PAdES B-LTA Engine • Hash-Chained Audit • RLS Tenant Isolation       │  │
│  └────────┬─────────────┬─────────────┬────────────────────┬───────────────────┘  │
│           │             │             │                    │                      │
│   ┌───────▼───────┐ ┌───▼────┐ ┌──────▼──────┐  ┌──────────▼───────────────────┐  │
│   │ PostgreSQL 16 │ │ Redis  │ │ AWS S3 / KMS│  │ Mailgun (BAA) / Telnyx SMS  │  │
│   └───────────────┘ └────────┘ └─────────────┘  └─────────────────────────────┘  │
└───────────────────────────────────────────────────────────────────────────────────┘
Visual Interface Gallery

Explore the Surgimate eSign Platform.

1. Public SaaS Portal (surgisign.com)

1. Public SaaS Portal (surgisign.com)

The Astro-powered marketing site showcasing HIPAA compliance certifications, PAdES B-LTA standards, and ROI calculators.

Screen 1 of 8
Engineering & Security

HIPAA, PAdES & Court-Admissible Standards.

PAdES B-LTA Cryptographic Engine

Native digital signatures embedded directly into PDFs via pdf-lib and node-forge, sealed with RFC 3161 timestamps, DSS dictionaries, and AATL trust anchors for permanent legal non-repudiation.

Tamper-Evident Hash-Chained Audit Trail

Every envelope lifecycle event (created, dispatched, opened, signed, sealed) appends to a SHA-256 cryptographic chain, mirrored synchronously to AWS S3 Object Lock in compliance with HIPAA audit guidelines.

Cryptographic SHA-256 Hash Chain Generator
export function appendAuditEvent(
  prevHash: string, 
  payload: Record<string, unknown>
): string {
  const content = JSON.stringify({ 
    prevHash, 
    payload, 
    timestamp: new Date().toISOString() 
  });
  return createHash('sha256').update(content).digest('hex');
}

Row-Level Security & Zero-Downtime Cutover

Multi-tenant PostgreSQL RLS ensures strict data isolation between surgical practice networks. Delivered a 20-stage cutover plan featuring dual-send shadow verification against DocuSign with 0 risk to live patient workflows.

Results & Impact

Measured Success Metrics Achieved.

Completion Rate
91.4%
Exceeded 88% target floor
Time-to-Sign (p50)
3.8 mins
Exceeded 4.0 min KPI target
Annual Cost Savings
$1.55M+
97% software cost reduction
Security Attestation
0 PHI Breaches
100% WCAG 2.2 AA compliant

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