Nintex
Overview
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HQ Location
United States
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Year Founded
2006
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Company Type
Private
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Revenue
$100m-1b
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Employees
201 - 1,000
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Website
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Company Description
Nintex is the global standard for process management and automation. Today more than 10,000 public
and private sector organizations across 90 countries turn to the Nintex Platform to accelerate progress on
their digital transformation journeys by quickly and easily managing, automating and optimizing business
processes.
and private sector organizations across 90 countries turn to the Nintex Platform to accelerate progress on
their digital transformation journeys by quickly and easily managing, automating and optimizing business
processes.
IoT Solutions
Nintex, the maker of award-winning business productivity software and SaaS offerings, enables enterprise IT professionals and business analysts to more easily create and manage simple to sophisticated business processes from the back to front-office. From automating workflows and forms, to document generation, the Nintex Workflow Automation platform leverages the world’s largest technology ecosystems including Office 365, Salesforce, SharePoint, and other enterprise services platforms
Key Customers
Amazon, ZOOM, Astrazeneca, Nationwide
IoT Snapshot
Nintex is a provider of Industrial IoT analytics and modeling technologies, and also active in the finance and insurance, healthcare and hospitals, metals, and renewable energy industries.
Technologies
Functional Areas
Industries
Services
Technology Stack
Nintex’s Technology Stack maps Nintex’s participation in the analytics and modeling IoT Technology stack.
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Devices Layer
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Edge Layer
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Cloud Layer
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Application Layer
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Supporting Technologies
Technological Capability:
None
Minor
Moderate
Strong
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Case Studies.
Case Study
ANZ Bank's Digital Transformation with Nintex Advanced Workflow
ANZ Bank, one of the top 50 banks in the world and the fastest-growing bank in Indonesia, was facing a challenge with its rapidly increasing transaction volume. The bank's existing business processes and workflow were becoming overwhelmed. Like most banks in Indonesia, ANZ was manually handling document submission and verification. Customers filled out paper loan applications and supporting documents, then delivered them to bank branches by mail or courier. Branch officers traveled to the bank’s headquarters or used postal mail, email, and phone calls to submit loan documents for verification. Lost or inaccurate documents created more emails and phone calls. Additionally, ANZ had to adhere to strict verification and financial regulations, including the Foreign Accounts Compliance Act. This act requires that all banks outside the United States provide key information about U.S. clients, including citizenship validation, to the Internal Revenue Service–a complex yet crucial process.
Case Study
Boosting Case Study Production by 300% with Nintex Drawloop DocGen for Salesforce
Strategic Growth, a top Salesforce Gold Consulting Partner in the US, was facing challenges with its case study production process. The process was slow, unreliable, and often failed to comply with the Salesforce template. After completing a Salesforce implementation for a client, a Strategic Growth consultant would manually fill out the case study slide template provided by Salesforce. This process was often delayed by weeks or months, and sometimes all relevant data was not captured. If consultants pasted data into a local template instead of downloading the latest one, additional time was required to recreate the case study in the correct format. The company was meeting Salesforce’s case study quota, but wanted to improve efficiency by eliminating these manual steps.
Case Study
Lippuner Digitally Transforms Paper-based Ordering Processes
Lippuner has nearly 350 employees across four cities. Each employee orders new phones every two years. Their marketing department generates about 450 orders per year across 41 different items—for a total of 18,450 orders. In the past, these orders were processed using paper forms, causing slowdowns and adding time to the process. These outdated processes didn’t comply with the company’s high standards of efficiency.
Case Study
Applied Technical Services Streamlines Document Management with Digital Workflow
Applied Technical Services (ATS), a leading testing, inspection, and consulting engineering firm in North America, was facing a significant challenge in managing its information. With a 20% year-over-year growth, 700 employees, and thousands of active projects, the company's existing information management approach was no longer sufficient. The information storage was inconsistent and fractured among departments, leading to inefficiencies in operations. The lack of a clear and consistent process and data workflows further compounded the problem. ATS wanted to overhaul its legacy internal portal, create a department-specific home page with centralized document storage, and establish a customer portal. However, to achieve these objectives, they needed a more intuitive and automated solution.
Case Study
Revitalizing Public Service with Process Automation: A Case Study on County Court of Victoria
The County Court of Victoria, which hears about 12,000 cases a year, was struggling with an overwhelming amount of paperwork. The existing legacy case management system was not comprehensive and was difficult to use. The court needed to modernize its high-volume paperwork management but was unsure of where to start or which technology to use. The first process that needed attention was the directions correspondence workflow, which generated hundreds of pieces of correspondence that had to be individually printed and assigned. The next challenge was the convoluted manual process of auditing and compliance, which required pulling files from different locations and was difficult to manage due to lack of a top-down view of all activities. Lastly, the court faced the challenge of collecting information for cases that had a plea or trial which may not be recorded in the case management system. The existing method was antiquated and fragmented, requiring hard copy questionnaires to be transposed and typed into spreadsheets.
Case Study
Sime Darby's Digital Transformation: Automating Processes with Nintex
Sime Darby Industrial, a leading supplier of heavy machinery to the construction and resource industries, was facing challenges in scaling its operations due to manual processes and a lack of digitization. The company was using multiple different form solutions to capture and input data, which was not only inefficient but also increased their tech debt. Safety and compliance processes, which are critical to the company's operations, were also heavily reliant on manual paperwork. Employees had to fill out paper forms to confirm it's safe to start work, which were then manually entered into a spreadsheet. This process was time-consuming and prone to errors. The company needed a solution that could automate these processes, reduce tech debt, and allow them to scale rapidly in a fast-moving environment.
Case Study
Microsoft Drives Operational Efficiency Across Its Global Digital Stores
As a multinational technology provider, it is critical for Microsoft’s eCommerce team to keep their global website updated with information and content for all product lines. The content publication process is very complex, involving many levels of approvals and collaboration between resources from several teams to keep hundreds of pages updated across more than 240 regions.For many years, the publishing process was managed via Excel spreadsheets. Content, images, and other publishing information were tracked in different spreadsheets. In some cases, there were 200+ spreadsheets to track updates for a single page on the website. Content approvals were handled manually, often resulting in bottlenecks and delays in the publishing timeline
Case Study
Willoughby Council Enhances Operational Efficiency with Nintex Promapp
Willoughby Council, a medium-sized local government body in Australia, was facing several challenges that required immediate attention. The council was eager to improve its efficiency and effectiveness, and enhance the customer experience for the people interacting with it. However, the existing process mapping tools were proving to be time-consuming and inconsistent, leading to processes being ignored by teams. The council was also facing a potential merger with two neighboring councils, which would mean role changes, a new structure, and the sharing of all new processes. Although the merger did not happen, the council spent 18 months focusing on process improvement in preparation for the change. Additionally, a newly appointed general manager was keen on improving processes overall and introduced the role of business improvement and customer experience manager.
Case Study
Flight Centre's Digital Transformation: Streamlining Processes and Enhancing Customer Experience
Flight Centre Travel Group, one of the world's largest travel agency groups, was facing challenges in improving productivity across its business groups and operations. The company needed an easy-to-use tool for workflow automation. One of the major challenges was the manual and time-consuming process of building HUB sites for its corporate customers. These sites store a traveler’s profile in a secure environment, including frequent flyer information, seat and meal preferences, credit card number, and identification documents. The process could take up to 16 weeks to build and required collecting information for each legal entity in each of its customers’ regions. This could mean Flight Centre had to manually create dozens, hundreds, or even upwards of a thousand HUB sites for just one customer. The company struggled with maintaining transparency and consistency as information was spread across spreadsheets, forms, and third-party tools, with no single source of truth. The implementation team members were spending too much time managing this complex process rather than focusing on the customer experience.
Case Study
Automating Procurement Processes: A Case Study on First Quantum Minerals, Ltd.
First Quantum Minerals, Ltd., a global copper company, was facing challenges with its procurement processes. The company's Electrical and Instrumentation (E&I) department was responsible for extensive procurement for projects worldwide. The procurement process was manually tracked through emails, spreadsheets, and physical paperwork, making it complicated and prone to errors. The team had to source materials from all corners of the globe, compare quotations from suppliers in different currencies, and deal with assorted units of measure. The manual process was not only time-consuming but also resulted in delays and pressure on the team to deliver accurately and on time.
Case Study
ANZ Bank's Digital Transformation: Streamlining Loan Application Process with Nintex
ANZ Bank, one of the fastest-growing banks in Indonesia, was grappling with the inefficiencies and governance challenges of manual processes. The bank's rapidly increasing transaction volume was overwhelming its existing business processes and workflow. The manual handling of document submission and verification, particularly for loan and ATM applications, was slowing down customer service and making governance difficult. The bank was also struggling with the complexities of regulatory compliance, including the Foreign Accounts Compliance Act. The bank needed a scalable, standardized solution that could enhance operational efficiencies, provide workflow transparency, electronic collaboration, and document storage, and scale easily to support business growth.
Case Study
Saudi Electricity Company Boosts Efficiency with Nintex
Saudi Electricity Company (SEC), the largest provider of electric power in the Middle East, faced significant challenges in managing construction and maintenance projects across its vast network of remote sites. The company's previous mainframe-based management system relied heavily on manual processes, which made it difficult for contractors to submit project updates from the field. This resulted in limited visibility for managers based at the company's headquarters. SEC considered solutions from a range of first-tier ERP suppliers and a solution based on SharePoint, but these either lacked the functionality that SEC required or were too costly to develop and maintain.
Case Study
National Gallery Singapore Enhances Visitor Experience and Safety with IoT
The National Gallery Singapore, the country's most preferred museum, was faced with the challenge of optimizing processes across the museum, particularly for its front-facing employees who interact with thousands of visitors each day. The need for digitization and automation of processes became even more critical when the COVID-19 pandemic broke out. The museum had to quickly adapt to updated business contingency requirements, which included implementing a new visitor registration form to support contact tracing and ensure the health and safety of visitors and staff.
Case Study
Streamlining Aviation Tasking Processes: A Case Study on LifeFlight
LifeFlight, an Australian aero-medical retrieval service and charity, faced a significant challenge as their flight missions increased annually. The organization had many necessary processes in place to save lives, but there was room for improvement, particularly in technology. Different departments within LifeFlight began seeking their own ways to enhance efficiency, including purchasing individual software. This led to a situation where siloed systems blocked visibility, and a lack of integration slowed down processes. The need for an organization-wide change was evident, as a few lost seconds could mean the difference between life and death in their line of work.
Case Study
Automating Payroll System for Enhanced Efficiency: A Case Study of University College
University College (UCC), a Denmark-based educational institution, was grappling with a manual, paper-based payroll and expense reporting system. The process was not only cumbersome but also inefficient, leading to higher administrative costs, poor data quality, and an increase in support requests. The proctor staff members, who were paid hourly, had to fill out paper timesheets and expense reports, which were then manually approved by managers. This resulted in delayed paychecks and an increase in complaints and administrative roll-backs. The institution urgently needed to resolve the situation, but it lacked the necessary budget and skilled resources.
Case Study
Digitizing Workflows: A Case Study on an Australian Energy Company
The Australian energy company, a respected integrated coal and gas company, was facing significant challenges with its business processes. A large number of these processes involved the completion and approval of paper-based forms, leading to delays and inefficiencies. The company was in dire need of more agile processes to eliminate these delays. The manual execution of processes resulted in completion rate delays, reduction in productivity, inconsistent storage of data about the status of the process, the introduction of errors through manual data entry, and issues in status reporting. The company realized that digitizing their workflows and incorporating forms would not only reduce process completion times, but also increase productivity throughout the company.
Case Study
Chemical Manufacturer Buckman's Procurement Automation Journey
Buckman, a global leader in specialty chemicals, was facing significant challenges with its procurement processes. The company was heavily reliant on email-based, manual processes for purchasing, which resulted in a backlog in employee inboxes and procurement delays of up to five weeks. This not only slowed down the overall business operations but also affected the company's ability to respond to customer needs in a timely manner. The inefficiencies in the procurement process were costing the company both time and money, and there was a clear need for a solution that could streamline and automate these processes.
Case Study
Boosting Productivity with Workflow Automation: A Case Study on Magna Steyr
Magna Steyr, a leading brand-independent engineering and manufacturing partner for OEMs, was facing a challenge with its workflow automation. Over the years, the company had introduced more than ten different automated processes, which were touching almost every part of its business. These processes were supported by a mix of different commercial and bespoke software packages. While these automated processes had been supporting the business well, the time had come to move to a single workflow technology. The company needed a workflow automation solution that could gradually replace and enhance its existing automated processes, and also create new business workflows.
Case Study
FIMBank Enhances Efficiency with K2 Software Automation
FIMBank, a leading provider of trade finance, factoring, and forfaiting solutions, was facing challenges in its back-office operations. The bank was struggling to respond quickly to customer demand for its specialized financial services due to inefficient back-office operations. The existing credit approval process was particularly problematic. Each credit request required an in-depth review and a significant amount of information to be collated and submitted to the bank’s risk department. The process relied on email and paper-based documents, some up to 200 pages long. Multiple versions of these documents led to confusion, and delays occurred while managers checked the information. As a result, several days could elapse between a customer requesting credit and the application being ready for consideration.
Case Study
Streamlining Lending Processes at Regional Australia Bank with IoT
Regional Australia Bank, a member-owned bank known for its flexibility and simplicity, was facing a complex challenge in its lending space. The bank was dealing with numerous organizational changes and had different lending processes for different loan products, users, and channels. This resulted in duplicate processes, each of which needed to be updated whenever something changed. This not only created an administrative burden but also led to a matrix of processes that were slightly out of date. As the number of processes multiplied and keeping them up to date became more complicated, staff trust in the processes, which should have been the single point of truth, started to erode. The bank needed a solution to streamline its processes, regain staff trust, and improve customer service.
Case Study
Lumo Energy's Transformation through Nintex Promapp
Lumo Energy, a subsidiary of Snowy Hydro Limited, faced a significant challenge in documenting its business processes. The company's efforts were hampered by a fast-paced environment, high staff turnover, and ownership issues. The result was a wastage of substantial resources, both time and money, with only 50 completed processes documented in physical folders. The executive leadership lacked confidence in the process documentation and sought a new model for capturing and improving their processes. The company needed a solution that would not only help them document their processes but also promote collaboration and standardization across the organization.
Case Study
Schnitzer Steel Accelerates Workflows by 60% with Nintex
Schnitzer Steel Industries, Inc., one of the largest recyclers and manufacturers of metal products in the United States, was grappling with complex and time-consuming corporate processes. The company's HR processes, including hiring and performance reviews, were particularly cumbersome, involving spreadsheet files, Microsoft SharePoint Designer-based workflows, InfoPath forms, Excel tracking documents, manual email approvals, and paper signatures. Onboarding an employee could require six types of approvals and coordination among five managers. Forms included several hundred fields with lengthy drop-downs. This resulted in poor visibility into processes and consumed significant time, slowing down the overall productivity of the organization.
Case Study
BGC Engineering's Efficiency Boost with Nintex Platform
BGC Engineering, a Canadian applied earth sciences company, was facing challenges with its traditional data collection model. The company, which provides consulting services to various industries, had to manually collect data at many of its remote project sites due to lack of connectivity. This process was not only time-consuming but also prone to transcription errors and missing data. The company's standard laptops were not durable enough for job site use, and while Toughbooks were used when electronic devices were needed, they were not an optimal solution. BGC needed a solution that would improve data collection efficiency, reduce the need for multiple site visits, and optimize its field information capture and customer reporting processes.
Case Study
Digital Transformation in Engineering: A Case Study of Williams Engineering Canada
Williams Engineering Canada (WEC), a multidisciplinary firm offering consulting engineering services, was seeking to digitally transform its business. The company wanted to leverage process automation to drive greater efficiencies and free up its employees to focus on innovation and customer service. The challenge was to standardize and improve efficiency across all areas of the business. WEC also faced the challenge of attracting and retaining top-level technology talent, which is in high demand across various sectors. The company needed a solution that would provide agility and scalability to implement their multi-year digital transformation strategy. Additionally, WEC had to ensure a strong safety program to protect its staff and the teams they work with, which included various forms that were previously completed on paper or an editable PDF. This paper-based process was time-consuming and created tracking and reporting challenges.
Case Study
Improving Manufacturing Efficiency and Quality with Nintex Promapp: A Case Study on Character Cabinets
Character Cabinets, a part of the Character Group, is a manufacturer and distributor of cabinetry and stone benchtops for about 2,000 homes a year in Western Australia. The company mass-produces its products, but each kitchen and house they cater to is unique, requiring customized planning to meet demand on time and within budget. The building industry, where Character Cabinets operates, is driven by strict timelines. With the industry downturn and struggles of mid-range builders, it was crucial for Character Cabinets to meet demand on time without compromising on quality. However, the company was facing challenges in keeping to the schedule due to gaps in their operations. The company needed better processes to manage the risk and improve their service delivery.
Case Study
ACC New Zealand Streamlines Processes with Nintex Promapp
The Accident Compensation Corporation (ACC) in New Zealand is a complex organization that undertakes a range of interrelated processes. In an effort to support continuous improvement, ACC wanted to enhance its process documentation and management. The organization was seeking a solution that would ensure its employees could easily access and find the information they required for their roles. Additionally, ACC wanted to ensure that the information was up-to-date and understandable. In 2016, ACC conducted a survey of all its staff to identify opportunities for improvement. The organization was also keen on promoting a positive process culture and consistent decision making.
Case Study
Improving Risk Management for Disability Support with IoT: A Case Study on WALK
WALK, an Ireland-based charity, was facing challenges in managing the risks associated with supporting a growing number of people with disabilities across a wider geographic area. The organization needed to produce, share, and update a large number of personal risk assessments for the vulnerable adults it supported. These assessments, along with person-centered plans, were crucial in helping the charity to assist people with disabilities in becoming as independent as possible. Initially, WALK opted for a pre-built risk management solution, but it did not meet their needs. The charity was then faced with the decision of whether to try another off-the-shelf package or hire a developer. After evaluating several options, WALK discovered K2 Software and decided to test its cloud solution against two other similar solutions.
Case Study
Transforming Health and Safety Reporting with IoT: Avara Foods Case Study
Avara Foods, one of the UK's largest food businesses, was grappling with a labor-intensive, paper-based health and safety reporting process. The company's health and safety teams were tasked with managing the risk of accidents within the farms, factories, and office areas. They relied on paper forms and Excel to collect, analyze, and mitigate accident risk. However, as the business expanded, the number of independent paper-based systems also increased, making it increasingly difficult to manage the required interventions. Consolidating a view of health and safety risk across the sites took several days. The situation was further complicated by a merger with another food business, which necessitated a complete review of the processes and systems employed.
Case Study
Automating Israeli Court Administration: A Case Study
The Israeli Court Administration (ICA) oversees the operation of all courts in Israel, handling as many as 500,000 live cases at any given time. Each workday, 3,000 new cases are filed and 100,000 legal documents are received. The ICA relied heavily on inefficient, paper-based processes for case management, with files physically passed from desk to desk, leading to unnecessary delays and lack of visibility into the status of cases. Lawyers and police had no means of tracking their cases, and up to 30% of open cases had not been acted on for more than a year due to lack of automated recordkeeping. The ICA sought to modernize, automate and simplify their massive workload, expedite important cases, and grant limited access to external users such as judges, police officers and court employees to verify case status and submit necessary documents.
Case Study
Streamlining Processes in Financial Services: A Case Study of Sparebanken Vest
Sparebanken Vest, a financial services provider with 54 branches in western Norway and 800 employees, was grappling with a significant challenge. The company was dealing with disparate processes across its branches, with one team leader noting there were “around 60 different ways to do the same thing.” This lack of standardization led to inefficiencies and confusion, especially for new staff members. Additionally, there was no separation between front office and back office functions within the bank. As a result, front office staff in branches had to perform administrative tasks that absorbed time and took them away from customers. The company also faced limitations with Microsoft InfoPath forms, which they initially used as part of their process automation solutions. However, the company had complex schemas that didn’t fit with InfoPath’s capabilities.
Case Study
Wyndham's Rapid Onboarding of La Quinta Hotels with Nintex Process Discovery
In 2018, Wyndham Hotels and Resorts acquired the La Quinta brand, adding 900 hotels to its portfolio. The challenge was to rapidly onboard these hotels and train their employees on Wyndham's company-wide procedures, policies, and computer systems. The onboarding process needed to be completed as quickly as possible since these hotels were already operational. Wyndham's franchise model heavily relies on a computerized property management system used by all its hotels to ensure a consistently high-quality customer experience. Therefore, training each hotel's employees to use this system and adhere to company policies and procedures was crucial. However, identifying the right processes to automate for efficient onboarding was a challenge. The conventional, manual approach to finding these processes was time-consuming, expensive, and vulnerable to employee bias.
Case Study
Global Manufacturer Quaker Houghton Enhances Customer Experience with Automated Workflow
Quaker Houghton, a global leader in industrial process fluids, faced a challenge in their customer service process. Their sales and service personnel would send customer samples to their labs for analysis to resolve customer problems. However, they lacked an efficient method to determine which of their nearly 20 labs worldwide should receive the samples. The process was further complicated by the need for tracking, approving, and reporting on the work activities. The existing process was driven by email, which was notoriously uneven in efficiency. It also required additional time from lab managers to locate and organize data to fully understand the overall demand. Quaker Houghton needed a better, faster way to streamline this process to enhance the customer experience.
Case Study
Grange Insurance Streamlines Agent Onboarding with Nintex AssureSign
Grange Insurance, a Columbus, Ohio-based company, was facing a significant challenge in its agent onboarding process. The process involved sending paper forms back and forth through the mail, which required manual follow-ups and prolonged the onboarding process to a month, from start to finish. This was particularly problematic as Grange Insurance’s independent partner insurance agents provide auto, business, home and life policies to individuals and businesses of all sizes across 13 states along the U.S. eastern seaboard. When onboarding new partner agencies across the country, Grange had to collect the required licensing documents via paper, requiring both sides to snail mail and fax papers to and from the home office. This not only slowed down the process but also increased the chances of incomplete documents, further delaying the onboarding process.
Case Study
Captorra Streamlines Client Onboarding with Nintex AssureSign's eSigning Feature
Captorra, a leading case and client intake software solution provider for the legal industry, faced a significant challenge in their client intake process. The process required signatures on various documents from both parties, which were traditionally printed and mailed. This method was not only time-consuming but also put Captorra at a competitive disadvantage, as the delay often resulted in losing business to competing firms. Additionally, Captorra needed a solution that could seamlessly integrate with their existing CRM, Dynamics 365. Their initial choice, DocuSign, proved to be a limitation due to its off-the-shelf integration with Dynamics. The need for a simple, robust, and quick eSignature solution that could integrate seamlessly with their CRM led Captorra back to the drawing board.
Case Study
Streamlining Business Processes and Compliance in Financial Services: A Case Study of Sarasin & Partners
Sarasin & Partners, a London-based asset management firm, was grappling with inefficient paper-based processes that were hampering its operational efficiency. The firm, which is responsible for investing £13.9 billion on behalf of its clients, needed its processes to be easily auditable. However, the reliance on paper forms and manual processes was creating bottlenecks. For instance, documents requiring approval signatures could be generated by 220 members of staff and passed across up to 8 different desks, over 3 floors in the building. This led to approval processes taking many days to complete, with employees often having to phone or email their colleagues to ascertain the status of an approval. The firm also faced challenges in ensuring compliance with stringent legislation enforced by the Financial Conduct Authority (FCA) in the UK and other regulators. While the firm’s processes already complied with relevant regulations, they were not as efficient as they could have been. Furthermore, when audits occurred, employees faced the time-consuming task of collating all the necessary hard-copy documents to provide evidence of the firm’s regulatory compliance.
Case Study
Roche Diagnostics Streamlines Operations with IoT Automation
Roche Diagnostics, one of the fastest-growing pharmaceutical companies in Singapore, was facing challenges due to its rapid growth. The company needed to digitize its processes for better visibility and efficiency. The growth brought on a set of challenges to scale appropriately and the company needed flexible solutions that would evolve with the fast-paced company and clear the way for important research and advances in the field of diagnostics. Roche was looking for business process rationalization, end-user efficiency, mobile integration, better process compliance and visibility. The company was dealing with mounds of paperwork and was in need of a solution to streamline its operations.
Case Study
Naylor Love Construction: Enhancing Workplace Safety with IoT
Naylor Love Construction, a New Zealand-based company, was facing a significant challenge in maintaining its excellent safety record as the company expanded in size and complexity. With more employees and projects spread across various cities, the potential for accidents increased. The company had a system in place to track jobsite hazards and address them before they resulted in injury. However, the process was cumbersome and time-consuming. Workers had to obtain the right form from a job office, take them to the hazard site, record the problem, and then return to the office to file the form. This process was not only inefficient but also increased risks to coworkers, Naylor Love, and its clients, especially considering the stringent safety regulations. The company needed an automated health and safety management solution that could work at remote jobsites, enable hazards to be reported thoroughly, accurately, and quickly, and automate workflows to get hazards addressed promptly. The solution also needed to integrate with the company’s Microsoft Office 365 deployment.
Case Study
Yamaha Streamlines Contract Creation with Nintex DocGen™ for Salesforce
Yamaha, a leading supplier of musical instruments and audio equipment, faced a significant challenge in managing its legal contracts and agreements. The company's growth led to the creation of different divisions, each with its own set of legal exhibits and agreements dictating how products could be marketed and sold. These divisions sold to retailers with multiple store locations, making the manual creation of documents a complex and time-consuming task. The process was further complicated when a national account carried products from multiple Yamaha divisions, requiring a Master Dealer Agreement and legal agreements for each division. The volume of emails and documents often confused retailers, leading to overlooked or incomplete documents. Despite being a Salesforce and DocuSign user, Yamaha had to step outside these environments to complete documents, leading to a desire for a document automation solution.
Case Study
Australian Port Streamlines Complex Projects with Nintex
Fremantle Ports, a strategic manager of one of Australia’s largest general cargo ports, was facing challenges in managing large capital projects. The complexity and expense of these projects were growing due to lengthy lead times. The projects had to comply with ever-changing laws and regulatory requirements, fit within budgets, and continue to meet changing customer requirements. The port had numerous stakeholders, drawing input to major projects from its four divisions, each participating as appropriate to ensure project success. The use of manual templates and decentralised project development processes resulted in additional complexity and challenges for tracking progress.
Case Study
Digital Transformation in Financial Services: A Case Study on Workflow Automation
A Boston-based financial services firm was struggling with manual and paper-based internal processes that were inefficient and insecure. These processes included administrative workflow tasks such as time off and work-from-home requests, internal documentation, and calendar scheduling. The firm was already using SharePoint to store information, but still relied on paper forms for many requests, which were manually managed via email, Excel, and physical delivery. This meant that requests had to be physically written on a paper form and delivered to the relevant colleague, before being manually entered in SharePoint. The firm sought to optimize these processes by leveraging workflow automation.
Case Study
Rapid Response to Data Breaches: A Case Study on Banking Institution's Use of IoT
In 2013, the Target Corporation experienced one of the largest credit card breaches in history, with hackers stealing nearly 70 million credit and debit card numbers. This breach had a significant impact on small and mid-sized card issuers, who were faced with the daunting task of manually changing card holder limits, noting accounts, and then cancelling and reissuing cards. A Massachusetts-based community bank with $500 million in assets found that approximately 10% of their card holder base (900 cards) was potentially affected by the breach. The traditional recovery process from such a breach involves manually sending a letter and e-mail to affected customers, manually lowering transaction limits, manually updating account information, and then manually cancelling and reissuing cards. This process is time-consuming, labor-intensive, and prone to human error.
Case Study
Greater Operational Efficiency through Automation in Standard Bank
Standard Bank & Trust Co., a $2.2 Billion bank with 37 branches throughout Illinois and Northwest Indiana, was facing several operational challenges. The bank needed an efficient way to identify the various personal and business account portfolios for each customer, view the total account relationships, and understand the profitability of a given customer. However, the process of associating the accounts with one another and performing the thousands of necessary changes was proving to be a manual, time-consuming, and resource-intensive task. Additionally, the bank was also dealing with the challenge of reassigning accounts to different employees in the event of a job change, which could involve up to 5,000 accounts per incident. Another significant challenge was the annual dormant debit card purge process, which required the bank to manually search for cards that had been unused for nine months or more and change their status to “closed”. This process involved up to 10,000 cards per year and could take over 150 employee-hours to complete.
Case Study
Streamlining System Data Entry and Maintenance Tasks at Institution for Savings
Institution for Savings (IFS), a $2 Billion financial institution with seven full-service locations throughout Massachusetts, was grappling with multiple, time-consuming manual processes in various areas of the bank. The bank was seeking a new way to reduce the time and cost associated with these processes. In 2009, IFS migrated their existing core to a new core system. Although the conversion was successful, inconsistencies and formatting errors in some of their customer data still remained and required more time to correct. Additionally, a pending implementation of a Bank Secrecy Act compliance solution created a conflict between that solution and the existing risk fields already present in their core. This necessitated more manual work to remove the risk fields in up to 20,000 customer information files (CIFs). In 2014, the state of Massachusetts changed the withholding rate on some investment accounts, including IRAs. ISF representatives would need days to manually change the withholding rate on each of over 200 IRA accounts. The resulting delays and occasional keying error would mean less time spent with customers and more time with data.
Case Study
Automating Healthcare Data Management: A Case Study of Care1st Health Plan Arizona
Care1st Health Plan Arizona, a Phoenix-based healthcare provider, faced a significant challenge when they expanded their services from Maricopa County to Pima County. This expansion increased their enrollment from approximately 50,000 to over 70,000 individuals almost overnight. The organization had to quickly update or add line-of-business records, provider panels, and other records to ensure continuity of coverage and reimburse providers. Additionally, as a newly-named Third Party Administrator (TPA) for Arizona’s insurance cooperative offered through the new National Health Insurance Marketplace, the organization was preparing to handle potentially thousands of new enrollees and provider records over the coming months. The organization traditionally used up to 15 different macros per day to perform large data entry and maintenance tasks, but these were unreliable and required constant monitoring. The small provider data management team was often pulled away from their daily work to manually enter smaller jobs of fewer than 200 records.
Case Study
Agilyx's Journey to ISO Certification and Operational Efficiency
Agilyx, a global IT services company, faced the challenge of integrating compliance systems into their day-to-day operations. With offices in multiple countries, the complexity of their operations was high. They needed a way to document and communicate processes across their worldwide operations. Additionally, as an IT company, information security was critical, making ISO27001 accreditation a significant goal. The ongoing management of their information security management system was a complex task. Furthermore, Agilyx aimed to embed corporate social responsibility into their processes, specifically improving their environmental practice and management system to achieve Enviro-Mark Diamond Level status.
Case Study
Digital Transformation in Education: Fulton County Schools' Journey with Nintex
Fulton County School System, one of the oldest and largest school districts in Georgia, was facing a significant challenge in streamlining its operations. With over 14,000 full-and part-time employees and approximately 96,700 students across 105 schools, the school system was struggling with inefficient processes, particularly in the application process for its STEAM program. The application process was paper-based, which was not only time-consuming but also prone to errors and miscommunications. Parents had to fill out a two-page paper form and return it to the program coordinator, who then had to manually review all applications and individually contact parents regarding their child's acceptance status. This process was particularly burdensome for the program coordinator, who also held a full-time position as the school's assistant principal. Each year, more than 200 applications were submitted, and the review, approval, and parent correspondence were all managed manually.
Case Study
MT Højgaard's Digital Transformation with Nintex for Office 365
MT Højgaard, a leading construction company in Denmark, faced a significant challenge when a subsidiary needed to retire several aging web applications and workflows used by over 400 field staff. The company had been using Lotus Notes, but the software hadn't seen development in three to four years, making the shift to online a significant challenge for the users. The company's subsidiary, Lindpro, had several outdated ASP.NET web applications running on Windows 2003 servers that needed to connect to the enterprise resource planning (ERP) system. Lindpro was also concerned about preserving the workflows staff used in the field. The existing forms were hosted in a central location that was slated for decommission, making it critical to improve the system while preserving their data for all projects.
Case Study
Healthcare Productivity Boost through Automated Workflows: A Case Study on University of Maryland Upper Chesapeake Health
The University of Maryland Upper Chesapeake Health (UCH) was facing a significant challenge in maintaining productivity due to cumbersome manual processes. These processes were not only slowing down operations but also making it difficult for the organization to comply with patient privacy and security regulations. The manual onboarding process for new employees and the process for closing accounts and access when an employee left the organization were particularly time-consuming. These processes, while compliant with the Health Insurance Portability and Accountability Act of 1996 and other patient privacy and system security regulations, were taking an inordinate amount of IT staff time and attention. The organization was in need of a solution that could streamline these processes and accommodate growth without compromising on patient care.
Case Study
Boosting Efficiency and Client Satisfaction in Construction: A Case Study of KBA, Inc. and Nintex
KBA, Inc., a Seattle-based construction management firm, was facing a significant challenge when its public-sector clients tightened their construction project budgets following the recession in the late 2000s. The firm needed to enhance its efficiency and client satisfaction to stay competitive. The company identified its document management processes as a key area for improvement. The existing paper-based processes were prone to delays and errors, and manually keyed spreadsheets were also error-prone, with a risk of version control problems as they were circulated within the organization. Even when business processes worked as intended, they drove up administrative costs. When they didn’t work as intended, they could also increase project costs and decrease client satisfaction. The company tried InfoPath forms and SharePoint Forms, but found them either too complex or not sufficiently customizable and mobile-friendly.
Case Study
Extraco Banks Enhances Customer Experience with Nintex RPA
Extraco Banks, a community bank with over $1.5 billion in assets and 120,000 customers across 15 branch locations, was facing a challenge with its remote deposit capture (RDC) approval process. The process was manually reviewed and approved by the bank’s call center staff twice a day, which was time-consuming and inefficient. The bank wanted to automate this process to free up its staff and expedite the process for its customers. One of the bank’s most manual processes was approving RDC requests. Extraco’s call center team of just 15 was responsible for reviewing RDC requests in addition to fielding customer calls and questions. The manual process meant customers had to wait hours, sometimes days, to know if they were approved for remote deposit capture. The slow drawn-out approvals resulted in calls into the bank’s call center, with remote deposit capture requests ranking as one of the most common complaints.
Case Study
La Trobe University's Infrastructure and Operations Division Achieves Triple ISO Certifications with Nintex Promapp
La Trobe University's Infrastructure and Operations Division was faced with the daunting task of achieving three ISO certifications simultaneously. These certifications, while adding significant value to the organization, are notoriously difficult to achieve due to the extensive requirements around establishing and documenting processes. The team was working towards three standard certifications at once, which added a layer of complexity as they needed to consider quality, safety, and environmental sustainability while developing their processes. The process involved working with numerous subject matter experts to update and document processes. The challenge was further compounded by the fact that many of the people involved were unfamiliar with process mapping or ISO requirements.
Case Study
Automating Processes for Efficiency: A Case Study of MBIE NZ Companies Office
The MBIE NZ Companies Office, with a staff of 45, handles 400 calls and 4,000 transactions daily while maintaining 22 different registers. The office had adopted the ISO 9001 standard even before it was mandatory, emphasizing the importance of data accuracy and reliability. However, maintaining the ISO 9001 standard and ensuring quality manually was a significant challenge. Documenting processes from start to finish, including all complexities, was a daunting task. Despite having a team dedicated to keeping information up to date, tracking every process change was nearly impossible in such a large organization. The manual documentation of every process was time-consuming and costly.
Case Study
Zoom's Successful Scaling of Channel Business with Nintex
Zoom Video Communications was faced with a significant challenge when the COVID-19 pandemic hit. The company, already experiencing a rise in demand for its video communication services, saw an unprecedented boom in business as organizations worldwide moved their activities online. This surge in demand, termed 'the Zoom Boom', led to a 30X increase in daily meeting participants and a 354% increase in customers with more than 10 employees compared to the previous year. The company's channel market, serving enterprise customers via distributors and partners, saw new orders increase fivefold. However, processing and tracking these new orders to the point of provisioning had been a challenge for Zoom even before this surge. The bottleneck was a set of manual processes based around email and spreadsheets, which required Zoom personnel to handle each order six or more times, including follow-ups to the sales team and the provisioning team.
Case Study
Data-Driven Hybrid Work Model: A Case Study of a Canadian Public Agency
The Canadian public agency, dedicated to promoting worker health and safety, faced a significant challenge during the COVID-19 pandemic. With 3,500 employees spread across 15 offices, the agency had to quickly transition to remote working and then manage the safe return of employees to the office. The agency needed an efficient mechanism to handle requests to return to the office and to track which employees were onsite, where they were, and why their work required them to be onsite. Furthermore, the agency aimed to create a data-driven hybrid work model for the long term, which required a better understanding of its employees' work patterns. Commercial, off-the-shelf (OTS) software would have required lengthy scrutiny from the agency’s security, legal, and procurement teams, and in-house custom development would have been a potentially lengthy and expensive process.
Case Study
ITAC's Process Management Transformation with Nintex Promapp®
ITAC, a top-ranked design-build company, was facing a significant challenge in managing its processes. The company had a wealth of institutional knowledge and a multitude of processes, but lacked a centralized and digital solution for process management. This was particularly problematic when it came to onboarding new hires and ensuring that the company's proprietary Assured Project Management (APM®) process was consistently followed. The APM® process, which is a key differentiator for ITAC, drives risk out of capital projects by systematically eliminating unknowns that can derail the project execution plan. However, the company's processes were scattered across various mediums - some were documented in binders, others in emails, and some were simply retained in the minds of long-term employees. This lack of a standardized and centralized repository made it difficult to train new hires quickly and ensure consistent application of the APM® methodology.
Case Study
Swiss Hospital Streamlines Daycare Services with Nintex Process Automation
When the COVID-19 pandemic hit, Swiss Hospital, a large healthcare provider in Switzerland, faced an unprecedented demand for daycare services for its employees' children. With public and private sector daycare centers closing, the hospital had to expand its onsite daycare centers from one to five to accommodate the increased demand. However, the existing system for managing daycare services, which involved a mix of phone calls, emails, and spreadsheets, was no longer practical due to the increased complexity and volume. The hospital needed a more efficient, digital solution to handle the registration and management of its daycare services.
Case Study
Kuwait International Bank's Digital Transformation with Nintex Workflow and Forms
Kuwait International Bank was facing challenges with its manual workflow creation process in SharePoint. The bank was seeking a more efficient and faster way to support complex business processes across all its departments including accounts payable, help desk, legal, human resources, security, retail banking, finance, customer service, operations, real estate, corporate banking, and IT. The existing process was not only time-consuming but also lacked the flexibility to handle intricate business operations. The bank was also struggling with slow response times to customer applications for credit cards and loans, and customer service requests. On the employee side, the bank was looking for ways to automate internal processes to reduce effort and increase accuracy.
Case Study
Streamlining Development and Automating Processes: First Solar's Journey with Nintex K2 Five
First Solar, a leading producer of high-performance thin film photovoltaic (PV) modules, was facing challenges in automating and modernizing work across its business. The company was operating in a startup mode, with a significant portion of work being conducted via email or Excel spreadsheets. As the company grew, it realized the need to automate processes to eliminate manual work and enhance operational efficiency. The company initially considered using SharePoint’s built-in workflow tools, but this did not provide a single platform to manage all the different workflows. Another challenge was the complexity of the company's change management process, which was managed by a 21-tab Excel spreadsheet. This manual and time-consuming process needed an upgrade. Additionally, the company needed to centralize and streamline document management, but purchasing enterprise document management systems for every department could have been extremely costly.
Case Study
Crafting Compliance: New Belgium Brewing Co.'s Innovative IoT Solution
New Belgium Brewing Co., a prominent craft beer company in the US, faced a significant challenge when California passed the California Consumer Privacy Act (CCPA) in 2018. The law included provisions that required out-of-state companies, like New Belgium Brewing, to comply with privacy regulations for California consumers. The specifics of the compliance requirements were not available until July 2019, leaving the company with only five months to develop a compliance system by the law’s deadline in December 2019. Failure to meet this deadline could have resulted in substantial fines. The company needed to devise an accurate, standardized method to respond to privacy requests from California residents swiftly and efficiently.
Case Study
Major U.S. Law Firm Streamlines File Management and Cuts Costs with Nintex
A major U.S. law firm faced a significant challenge in managing its vast inventory of client files. The firm had identified over 100,000 boxes of client files that could potentially be returned or destroyed, but lacked a practical process to do so. The firm's off-site records storage had grown exponentially, leading to escalating costs and liabilities. The firm also recognized the considerable risk to both the client and the firm when client records are retained beyond the legal and statutory requirements. The firm had adopted a new client records retention policy in 2018, allowing for the destruction of client records 10 years after a case is completed, pending client notification. However, implementing this policy was a daunting task due to the sheer volume of files and the need for efficient and accurate client notification.
Case Study
Streamlining Hiring and Onboarding Processes at Michigan State University with IoT
Michigan State University's Infrastructure and Planning Facilities (IPF) unit was facing significant challenges with its hiring and onboarding process. The process was plagued with issues such as lost paperwork, unclear job requirements, and time-consuming scheduling. These issues often led to lost candidates and reduced morale among the existing staff. The IPF unit, responsible for construction and maintenance across the main campus’s 5,200 acres and 550 buildings, and managing IPF’s 1300 employees, needed an efficient hiring process to keep their operations moving at peak efficiency. The goal was to reduce the time it took to post job openings, schedule interviews, clarify job requirements, maintain paperwork more efficiently, and enhance the onboarding process. However, achieving this was complicated by competing processes that had arisen independently over the course of 50 years, contractual obligations to various unions, and operational differences.
Case Study
Streamlining Business Processes with IoT: A Case Study of Tipsport and K2 Software
Tipsport, the largest betting agency in the Czech Republic, was facing multiple challenges in its quest to maintain its leadership position in the industry. The company was in dire need of a tool to support intelligent process automation to enhance operational efficiency and business growth. One of the key challenges was the time-consuming invoice management process. This process, which was crucial to the company's financial operations, took several days or even weeks to complete and offered little visibility into its status. Another challenge was the need for a platform that could easily integrate with line-of-business (LOB) systems. The company was already using Microsoft SharePoint Online for data sharing, but the SharePoint workflow development tools were not providing all the functionality needed to create integrated workflows and were too inflexible to accommodate process changes. Furthermore, due to government oversight and shifting internal priorities, the platform needed to be adaptable to business changes at any time.
Case Study
Improving Data Collection and Efficiency with K2 Software at Wales & West Housing
Wales & West Housing (WWH), a non-profit organization providing homes and services to over 22,000 people, was facing significant challenges with its data collection and management processes. The organization's housing, maintenance, and care professionals needed to collect large amounts of data, some of it confidential, and access it from any location at any time. However, WWH relied on Microsoft SharePoint and several other key IT systems in areas such as housing and repairs, but these different technologies were not connected to each other, creating massive inefficiencies. The organization was spending too much time and resources on administrative tasks, limiting their ability to gather and disseminate reliable information to stakeholders. They needed a better way to collect business data, share it across various systems, and make it accessible to mobile employees working in the field.
Case Study
Groupe Roullier's Digital Transformation with Nintex K2 Cloud
Groupe Roullier, a global agribusiness conglomerate, faced significant challenges in managing data from its 130-plus subsidiaries, each with its own ERP system. This created a high degree of complexity, particularly when developing group-wide or multi-entity applications. The company needed a solution to reduce this complexity in its application development process. Additionally, the group had to comply with France’s Transparency, Anti-Corruption, and Economic Modernization Act (Sapin II Act), which requires companies with more than 500 employees and annual sales exceeding €100 million to disclose all third parties they work with globally. Automating the approval process meant interfacing the application with different ERPs across the group’s subsidiaries, adding another layer of complexity.
Case Study
Twining's Productivity Boost with Nintex K2 Cloud
As Twinings’ global business continued to grow, the company found itself in need of a master data governance system and supplier portal to support its expansion. The traditional IT system Twinings used for Master Data Governance was increasingly out of sync with the company’s burgeoning needs. The system was time-consuming and fragmented, with an overreliance on emails and spreadsheets that made it difficult to maintain a single version of truth, let alone conduct audits. The company wanted to overcome these limitations and more. It aimed to both streamline and expand its solution with automated workflow, digital forms, and integration into its SAP ERP software. Twinings sought a low-cost and low-code solution that its business users could easily use on their own, providing them with more agility than they could get from software that had to be managed via IT staff.
Case Study
Building a Process Culture at Christchurch City Council: An IoT Case Study
Christchurch City Council, a local government body in New Zealand, was undergoing a transformation initiative with a focus on moving to the cloud as part of a modern workplace initiative. The council, with over 2800 staff, provides a wide range of community services, from maintaining local parks to managing water supply. However, the council faced challenges with manual and outdated processes, lack of process documentation, and risk of losing institutional knowledge due to staff turnover. These issues posed a risk to the quality of service delivery and the retention of critical organizational knowledge. The COVID-19 pandemic further accelerated the need for a modern work environment that could adapt to changing working conditions.
Case Study
Harvey Performance Company Streamlines Manufacturing Processes with Nintex
Harvey Performance Company, a leading provider of high-quality precision tooling, experienced significant growth through the acquisition of five companies. This expansion brought together a diverse range of brands, locations, and IT systems, leading to a complex and fragmented operational environment. The company was faced with the challenge of integrating multiple ERP systems and standardizing operating procedures across the organization. The existing processes were inconsistent and varied across different locations due to the diverse IT systems inherited from the acquired companies. The company needed a solution that would not only consolidate and streamline its standard operating procedures (SOPs) but also foster a culture of continuous improvement.
Case Study
Transforming eSourcing Activities at National Gallery Singapore with Robotic Process Automation
The National Gallery Singapore, one of the most visited attractions in the country, was grappling with a manual and lengthy process for publishing request for proposals (RFPs) and tender documents. The process was prone to errors and time-consuming, often requiring IT intervention to train department users on how to upload requests and publish them on the website. The Gallery, being a government agency, had to issue these requests publicly whenever they needed a specific product, service, or vendor. The existing process involved manual approval from the relevant department head and finance, after which finance would provide a reference number, and the user would create the supporting RFP or tender documents. The user would then manually upload the documents and publish the notice on the Gallery’s website. The challenge was to streamline this process while complying with security and governance requirements.
Case Study
EZLynx Boosts Agent Satisfaction with Nintex AssureSign eSignature Integration
EZLynx, a leading insurance software provider, was facing a significant challenge in managing the large volumes of documents required for each new policyholder. The process was time-consuming and inefficient, leading to delays in policy turnaround time. The company's agent users and their end-consumers were in need of an eSign experience that could streamline document intake and expedite the overall policy issuance process. EZLynx was also in the process of promoting its ONE PRODUCT solution, and it was crucial to find an eSignature provider that could seamlessly integrate into their product. Other important considerations included customer experience, ease of use (Single Sign-On), reporting status of the document, and security.
Case Study
Junior Achievement Streamlines Operations with Nintex AssureSign eSignature
Junior Achievement (JA) USA, one of the largest non-profit organizations in the United States, was facing significant challenges with its volunteer registration process. The organization, which serves nearly 128,000 classrooms and after-school locations across the country, relies heavily on volunteers to deliver its programs. However, the process of registering volunteers was laborious and inefficient, involving the distribution and collection of paper forms in-person or via scanned email attachments. This disjointed process often resulted in delayed responses, incomplete documents, non-binding signatures, and wasted time, leading to fewer volunteers. The JA of Dallas office alone wasted upwards of 30,000 pieces of paper each school year on volunteer registrations and various student programs. These antiquated processes were draining time and resources, hindering the organization's ability to fulfill its mission.
Case Study
Jacksonville Jaguars Enhance CRM with eSignature for Efficient Season Ticket Renewals
The Jacksonville Jaguars, a professional football franchise, faced a challenge in their season ticket renewal process. Each year, the sales team sent out season ticket agreements to previous holders, which took a week or more to return signed. This delay hindered the team's ability to quickly engage with prospective season ticket holders. The Jaguars sought a solution to expedite this process, allowing them to gain immediate knowledge of fans who chose not to renew. The solution needed to provide on-demand sending capabilities based on customer information in their CRM system. The team began seeking an electronic signature solution that could improve internal efficiencies by enabling quicker executions of season ticket agreements through a paperless process. The solution had to integrate seamlessly with their existing Microsoft Dynamics CRM and allow bulk sending and document management for thousands of agreements at a time.
Case Study
Accelerating Bank Processes with IoT: A Case Study of Landsbankinn
Landsbankinn, the largest bank in Iceland, was grappling with outdated, manual, and paper-based processes that were slowing down its operations and affecting customer service. The bank's back-office banking processes had remained unchanged for years, relying heavily on paper forms that had to be physically moved around the organization. This was particularly evident in the loan authorization process for employees, which involved multiple departments and took up to five days to complete. Additionally, the bank's reliance on handwritten signatures for loan applications was inconvenient for customers and slowed down the process. The HR department also faced challenges managing requests from over 900 employees, as the paper-based system was prone to loss and delays. Lastly, the bank needed to ensure strict compliance with national and international financial regulations, including the GDPR.
Case Study
Knight Insurance Streamlines Client Paperwork Process with eSignature
Knight Insurance Group, a regional insurance agency, was grappling with the challenge of manually processing client paperwork across all its locations. This traditional method was not only time-consuming but also increased the likelihood of customer fall-off due to the lengthy process. On average, it would take new clients two weeks to fill out and return applications. This situation was far from ideal as it kept administration times higher than the company desired. The company recognized the need to digitize all administration to streamline the paperwork process and improve customer experience.
Case Study
Streamlining Invoicing and Approval Processes: A Case Study of LVMH Italia
LVMH Italia, a distributor of premium brands of perfume and cosmetics throughout Italy, was facing significant challenges with its invoicing and approvals processes for retail vendors. The company, which markets luxury fragrance, skincare, and other cosmetic products from designer brands including Christian Dior, Fendi, Givenchy, and Kenzo, was experiencing delays in processing invoices due to incorrect or missing reference numbers. This led to deferred payments from retailers for LVMH Italia’s products, resulting in cash flow delays, wasted employee time, and potential damage to relationships with retail partners. Additionally, as part of the global LVMH group, LVMH Italia needed to adhere to group-level policies and provide evidence of compliance with international brand guidelines. This required a complex process for approving new retailers and re-approving existing ones every two years, to ensure they met the high standards appropriate for high-end cosmetics and perfumes.
Case Study
Accelerating Administrative Processes in Healthcare: A Case Study of NECS
North of England Commissioning Support (NECS), a healthcare service provider in the United Kingdom, was grappling with outdated administrative processes that were heavily reliant on paperwork. This was a significant challenge as it was slowing down operations and reducing efficiency. Hospitals, clinical commissioning groups, and GP practices that outsourced services to NECS required highly efficient, patient-centric services. However, the paper-based administrative processes were a hindrance to achieving this goal. NECS needed a solution that could automate these processes and improve efficiency.
Case Study
Streamlining Development Process with Nintex K2 Five: A Case Study of CITC
The Communications and Information Technology Commission (CITC) was grappling with an outdated set of tools, technology, and legacy systems that were unable to keep up with the frequent regulatory changes the organization faced. The need for a modern automation tool was evident. The organization had to quickly update solutions to reflect modifications to existing or new laws. These changes had a significant downstream impact on users, causing frustrations due to time-to-market delays. CITC's IT processes required each solution to be built from scratch, even if only slight variations were needed. This was so time-consuming that CITC had to hire outside contractors to build and maintain updates, draining resources to conduct unnecessary work.
Case Study
Digital Transformation in Construction: Ballast Nedam's Journey with K2 Software
Ballast Nedam, a Netherlands-based construction and development company, was grappling with the inefficiencies of paper forms and manual processes in managing its multi-million-euro construction projects. The company had to collect, analyze, and act upon a large amount of data from construction sites daily, including reporting potential safety issues, checking regulatory compliance, and recording deviations between plans and the actual build. This data collection was done using a variety of paper-based forms and manual processes, supplemented by a few isolated apps built using different IT packages from multiple vendors. This disjointed approach was hindering efficiency and the company sought to replace it with a single business process automation platform that could support all necessary registrations across all job roles and construction projects.
Case Study
Risk Management and Compliance Enhancement in Insurance with IoT
Aioi Nissay Dowa Insurance Company Australia Pty Ltd (ADICA), a general insurance company in Australia, faced a significant challenge when it began underwriting operations as a locally incorporated subsidiary. The existing branch operations were scaled down and placed into runoff, prompting ADICA to seek a business process management tool. The company needed a solution that would enhance its risk management environment, integrate risk and compliance requirements directly into processes, and assist in meeting its obligations under various regulatory and prudential regimes. As a general insurance company, ADICA is authorized to carry on general insurance business within Australia and is supervised by the Australian Prudential Regulation Authority (APRA), which oversees Australia’s authorized deposit-taking institutions, life and general insurance companies, and superannuation funds. Therefore, it was crucial for ADICA to have a robust risk management and compliance system in place.
Case Study
Digitizing Teacher Recruitment: A Case Study on Participate's Use of Nintex DocGen
Participate, the largest teacher exchange sponsor in the U.S., faced significant challenges in managing the extensive paperwork required for recruiting and relocating international teachers. The process involved manually pulling, cutting, and pasting data into multiple documents, including virtual resumes, visa applications, and benefit enrollment forms. This labor-intensive process was not only time-consuming but also prone to errors. Furthermore, the requirement for physical signatures meant that documents had to be mailed overseas and then mailed back, causing further delays. The entire process could take months, creating headaches and endless delays for the organization. Over time, Participate outgrew its homegrown system’s capabilities and needed a more efficient solution.
Case Study
Workflow Automation Enhances Safety and Compliance at Northumbrian Water
Northumbrian Water, one of the UK's largest water utilities, faced a significant challenge in extending workflow to remote environments, including underground and overground assets, as well as to suppliers and contractors not on its enterprise network. The company needed to track the physical condition of hundreds of chemical tanks, a task that was previously done using spreadsheets and paper forms. These methods were not searchable and did not facilitate analysis. Tanks that corrode can leak toxic chemicals that damage the environment and may seriously injure people. They can also expose the utility to tens of thousands of pounds in regulatory fines and even higher civil damages. The company needed a solution that would allow for prompt and accurate recording of tank conditions and facilitate easy analysis of the data.
Case Study
Boosting Productivity and Reducing Downtime: MAN Energy Solutions' Success with Nintex
MAN Energy Solutions, a leading supplier of large diesel engines and turbo machines, was grappling with a complex, hardware-intensive workflow system that was prone to failure. The system was built with a single point of failure, which meant that when it went down, it caused widespread productivity issues. Repairs and maintenance were not only expensive but also required intervention from a UK-based team, adding to the complexity and inefficiency. The intricate workflow design intimidated many of the company's users, which further impacted company-wide adoption and efficiencies. MAN Energy Solutions needed a less complex workflow solution that would optimize its investment in SharePoint technologies, reduce overhead, improve productivity, and enhance business process automation.
Case Study
Digitizing Payroll Process: A Case Study on Scottish Fire and Rescue Service
Scottish Fire and Rescue Service (SFRS), the world’s fourth largest fire and rescue service, was facing a significant challenge in managing employee and payroll data for its full-time, part-time, and volunteer staff. The process was manual and cumbersome, with hours logged on paper and then inputted into a spreadsheet. This data was used to determine pay calculations, call out fees, bank holiday payments, etc. This process was replicated across each of the 274 stations in Scotland, generating a monthly spreadsheet per station. All tracking, updating, and verification of crew data was manual, resulting in a time-consuming and frustrating process. Each year, station managers, watch managers, and payroll teams spent an estimated total of over 10,000 hours handling more than 3,000 spreadsheets. Additional time was also spent correcting human errors and responding to crew members’ requests about their pay. SFRS needed a solution to improve this process and make their staff more efficient.
Case Study
SFMTA's Digital Transformation with Nintex Platform
The San Francisco Municipal Transportation Agency (SFMTA) was facing challenges with its paper-based business processes. The agency was struggling with coordination and efficiency due to the manual nature of these processes. One of the major projects that highlighted these issues was the extension of SFMTA’s subway system. The supply chain processes for this project were managed manually through email, leading to a complex and time-consuming process. Important stakeholders were often left out of conversations, communication threads risked dropping off without warning, and important items would sometimes go missing, all of which created problems and delays. The agency needed a solution that would ensure every process and task assigned was trackable, so contractors could be held accountable for their work.
Case Study
Boosting Efficiency and Productivity in Banking with Nintex Foxtrot RPA
First Mid-Illinois Bank & Trust, a $1.5 Billion Bank with 37 locations throughout Illinois, was facing a significant challenge in managing multiple, daily data-related tasks that were time-consuming and negatively impacting productivity. Employees were spending a significant amount of their time on tasks such as product code changes, adjustments to overdraft limits, fee assessments, responsibility code updates, and other manual processes. This left them with less time to serve customers or work on high-value projects. One specific task involved updating accounts that had qualified for the bank’s overdraft protection service, which required two employees to work for two days each month to change the status on an average of 500 accounts. Additionally, the bank began assessing a $1 monthly dormancy fee to inactive DDAs and savings accounts in late-2012. However, their core system was unable to retroactively apply that fee to accounts that were already dormant, leading to the need for manual application of fees, which was a time-consuming process.
Case Study
Bidvest SACD's Digital Transformation: Automating 70% of Business Processes
Bidvest SACD, a leader in supply chain management, was grappling with paper-based processes that made it challenging to track inventory and resolve process-related issues. The company's capital was largely tied up in inventory that wasn't accurately monitored, and managing expenditures was difficult due to non-standardized processes. Financial analysis was a time-consuming process, with information scattered between systems or stored on paper. The company was also hindered by operational inefficiencies due to their reliance on paper-based processes, limiting the information needed for effective decision-making and making timely decisions difficult. Additionally, without K2 Five, development cycles were long, making it challenging to support the needs of the business.
Case Study
Seamless Integration of Business Units at ConnectWise with Nintex Promapp
ConnectWise, an award-winning software suite provider, faced significant challenges when they decided to integrate their four separate business units - ConnectWise Automate, ConnectWise Sell, ConnectWise Control, and ConnectWise Manage. These units had been operating independently, each with its own set of processes and tools. The integration resulted in a cluttered system with duplications, outdated documents, and process variations, which slowed down operations. The challenge was to streamline these processes and ensure effective communication across all units. The company also needed a solution that could integrate with their existing SharePoint system and be easy for their predominantly young workforce to use and understand.
Case Study
CAE Australia's Transformation: From Compliance to Performance with Nintex Promapp
CAE Australia, a global leader in providing comprehensive training solutions, faced a significant challenge when it outgrew its existing business process management (BPM) infrastructure. The company, which employs 8,000 people at over 160 sites and trains more than 120,000 aviation crew members annually, was struggling with a lack of clarity around roles and responsibilities. This lack of clarity was hindering the company's ability to embed continuous improvement into the fabric of their organization. Remi Guillemette, CAE Australia’s business processes and continuous improvement manager, recognized the need for a shift in the company's culture towards one that prioritized continuous improvement and process ownership. The challenge was to find a way to shift the focus from compliance to performance, without compromising on compliance, and to motivate employees to take ownership of their processes.
Case Study
Workflow Automation Enhances New Belgium Brewing Co.'s Beer Release Processes
New Belgium Brewing Co., a leading craft brewer in the United States, faced significant challenges as it expanded from producing five beers a year to over 30. The company's existing communication and planning methods, which relied heavily on email, meetings, and SharePoint, were proving inadequate for the increased scale of operations. The brewery was concerned about potential communication gaps and missed details that could hinder its success. The process of launching a new beer involved multiple departments, dozens of employees, and several processes, making it a complex task. The company's reliance on email communication and SharePoint to track tasks was slowing down the launch schedule, a risk the company could not afford in a competitive market with new breweries opening every year.
Case Study
GBM Minerals Engineering Consultants Limited: Streamlining Document Management with IoT
GBM Minerals Engineering Consultants Limited, a UK-based firm that designs and manages the construction of minerals extraction plants, was facing challenges with its legacy system used for managing complex project documentation processes. The system lacked functionality, was slow to use, and difficult to scale. This was a significant issue as the nature of GBM's business required strict attention to document management for proper project execution. Inefficient processes could lead to incorrect specifications, resulting in wrong materials and equipment being shipped to site, construction delays, and budget blowouts. Therefore, GBM needed to keep careful track of its documentation and closely manage transmittals—specific sets of version-controlled documents—sent to clients.
Case Study
Streamlining Education Compliance Processes: A Case Study on Catholic Education Diocese of Parramatta
The Catholic Education Diocese of Parramatta (CEDP), a non-profit organization, was grappling with the challenge of streamlining the education-compliance full audit process that its school staff underwent every five years, as well as an annual self-monitoring process across its 78 schools. The workload associated with responding to this audit placed significant pressure on teaching staff, administrators, and principals. The process was time-consuming, requiring manual filling out of spreadsheets and emailing them to the education office. Additionally, compliance requirements were ambiguous and often interpreted differently. With 78 Catholic schools in the Diocese, four early learning centers, and a total student population of over 43,000, managing schools and delivering student outcomes was complex and expensive. CEDP needed a solution to reduce staff stress levels, save time, and improve accuracy.
Case Study
Hillphoenix's Digital Transformation: Enhancing Inspection Process with Nintex
Hillphoenix, a leading manufacturer of commercial refrigerated display cases and industrial refrigeration systems, was struggling with its line inspection process. The process was manual, paper-based, and relied heavily on the memory and experience of the inspectors. This resulted in a cumbersome process that was difficult to track, increased the risk of errors, wasted inspection time with paper forms, limited tracking records, necessitated hefty excel files, and delayed reporting. The lack of standardized terminology for defects and the reliance on handwritten notes further complicated the process. The company's First Pass Yield (FPY) goal was dependent on recognizing defects as quickly as possible, but the existing process posed a risk of inaccurate inspection data and inconsistency in the inspection process.
Case Study
Streamlining Operations at Christchurch International Airport with Nintex Promapp
Christchurch International Airport Limited (CIAL), New Zealand’s second largest airport, was faced with the challenge of maintaining daily operations while implementing a new ERP system. ERP implementations can often be disruptive to business and can cause a change management battle that lasts for months afterwards. CIAL had three major systems for property/retail, asset maintenance and finance, along with many ancillary ad-hoc solutions. Poor integration was causing operational inefficiencies across the business. The project had high expectations set, including tighter integration of processes and information across the whole business, improved visibility of business activity and reporting capability, and simplified business administration and operations.
Case Study
Optimizing Product Lifecycle Management: A Case Study on AsiaCell and Nintex
AsiaCell Communications PJSC, the largest telecommunications company in Iraq, was struggling with managing its complex product lifecycle. The process was managed using Excel spreadsheets, Microsoft Project, emails, phone calls, and in-person discussions. This method led to duplicated and/or lost work, and a lengthy time to market of five months. The process was considered one of the top 10 most important telecom processes, critical for any company that generates products. The product lifecycle management (PLM) process was broken down into five gated, or staged, sequences of actions, each requiring approvals to trigger the next set of actions for development. Some gates included as few as six steps of approval, and others included as many as 24. The complexity and inefficiency of the process were causing significant delays and inefficiencies.
Case Study
Streamlining Healthcare Operations: Adventist Health System's Success with Nintex Platform
Adventist Health System, a healthcare organization with over 78,000 employees across 44 facilities in 10 states, was facing a significant challenge in managing their ordering processes. The system, which was primarily based on verbal and email orders, was proving to be inefficient and time-consuming. The IT department was spending excessive time handling a mix of paper form requests, verbal requests, and a flurry of follow-up emails for new equipment and business card requests. The process was not only cumbersome but also prone to errors and delays. The inaccuracies in the system often led to late deliveries of computer equipment and inaccuracies in business cards. The challenge was to find a solution that could automate this process, reduce errors, and free up the IT staff to focus on other critical tasks.
Case Study
Nintex's Digital Transformation for Hawke’s Bay Regional Council's Water Testing
Hawke’s Bay Regional Council (HBRC) in New Zealand was facing a significant challenge in ensuring the safety of their waterways. The council needed to gather water testing results efficiently and accurately for decision-making purposes. The process involved field scientists collecting up to 50 samples in a single day from various locations. Along with the samples, the scientists had to manage stacks of paper forms that often ended up damp, muddy, or lost due to environmental conditions. The data from these forms then had to be manually entered into the system, a process that was prone to errors and inefficiencies. The council had previously attempted to digitize the forms using various data collection and management systems, but these attempts were unsuccessful, leading to inefficiencies and inaccuracies.
Case Study
Insurance Fraud Bureau Streamlines Document Handling with Nintex Platform
The Insurance Fraud Bureau of Massachusetts (IFB) was grappling with a paper-intensive process for handling insurance fraud cases. The bureau investigates approximately 4,000 potential fraud cases annually, managing numerous documents related to these investigations. Eighty percent of these documents were paper-based, and 20 percent were electronic. The process involved bundling up paper documents and printing out electronic documents related to a case, resulting in boxes of documents. These boxes would not reach the assigned investigator until someone visited the regional office where the investigator worked, causing delays of up to a week. The manual, paper-based review process also posed a risk of lost documents and wasted time spent tracking down documents. The limited visibility of relevant documents for others on the investigation team also delayed processing. Furthermore, the bureau's decision to keep documents for three years instead of one year created additional storage challenges.
Case Study
Electric Cooperative Streamlines Version Control with Process Automation
Arizona Electric Power Cooperative was facing significant challenges in managing the engineering drawings that support its generation assets and Southwest Transmission Cooperative’s system. The process of making changes to these drawings was extensive and manual, often taking months to be incorporated into the system. This delay resulted in version control issues, as engineers could not be certain if a drawing on the cooperative’s SharePoint was the most up-to-date version. The cooperative maintains tens of thousands of drawings, and changes to a drawing meant a slow and manual change order process. The cooperative’s engineering records library contains about 50,000 records, including versioned, finalized documents, reference material, and unincorporated documents. The existing system was not effectively managing the versioning of these unincorporated documents.
Case Study
Bender Group's Efficiency Enhancement through Nintex's Process Automation
Bender Group, a global leader in monitoring systems for electrical safety, was grappling with inefficient internal processes that were largely paper-based. These processes were not only time-consuming but also prone to errors and delays, which affected the overall productivity of the company. The company's Quality Management team, responsible for maintaining the high-quality standards of Bender's products, was particularly affected by these inefficiencies. The paper-based process for submitting faults was error-prone and typically took three to four days. Additionally, Bender was facing the challenge of knowledge retention, with many of its long-serving employees nearing retirement. The company wanted to capture and retain the valuable knowledge and understanding of its systems and products that these employees possessed.
Case Study
BC Ferries Streamlines Policy and Procedure Updates for Smoother Sailing
BC Ferries, a major transportation company in Canada, was struggling with a time-consuming and inefficient method of manually revising and distributing paper-based process and procedure information to its 35 ships and 47 terminals. This posed a significant risk as employees might not receive important safety updates in a timely manner. The company was also facing challenges in maintaining up-to-date printed policies and procedures across its vast network. The manual process of updating policies and procedures involved physical sign-offs, leading to version control issues and confusion about who needed to approve which changes. This laborious process was so time-intensive that updates were only provided once or twice a year.
Case Study
Nintex Assists Equilibrium in Streamlining Client Management Processes
Equilibrium Financial Planning, a UK-based wealth management company, was facing challenges in maintaining consistent customer service due to the diverse approaches used by its multiple advisors. As the company's client base grew to over 1,200 managed accounts, the need for structured processes became evident to maintain the highest standard of customer service. With a team of seven advisors and a support staff of 90, each with unique ways of working, the firm lacked a documented approach to processes that ensured a consistent customer experience. The company faced a challenge in maintaining consistency in their approach to managing accounts, particularly when onboarding new clients. Simple mistakes could cost leads and negatively affect the reputation of the organization. In some cases, mistakes could even lead to regulatory violations and fines.
