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
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
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
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
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
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
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
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
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
Industry Fund Services Streamlines Onboarding Process with Nintex
Industry Fund Services (IFS), a leading Australian wealth management firm, was facing challenges in improving their IT and production processes for new employees and customer interactions. The firm was dealing with repetitive processes and was looking for a way to onboard new staff quickly and efficiently. The company also needed to increase staff and customer engagement to retain its competitive edge. IFS was dealing with complex security issues due to its staff working all over Australia. The company had a poor track record with poorly configured SharePoint systems in other companies, which hid some of the programs most useful features and functionality. This led to several IFS employees expressing concerns about the implementation of a SharePoint solution.
Case Study
Swiss Efficiency: Streamlining Operations at Lippuner with Nintex
Lippuner, a Switzerland-based energy company, was grappling with an outdated, paper-based system for ordering supplies such as smartphones and marketing materials. This inefficient process was not only time-consuming for employees but also cost the company money. The process involved employees physically going to the HR department to fill out a paper form to order a new phone, which would then take two to three weeks to arrive. With nearly 350 employees across four sites in different cities ordering phones every two years, the paper-based forms were causing significant delays and adding unnecessary time to the process. Additionally, the company had to manage over 450 orders per year across 41 different marketing material items from four offices spread widely over Switzerland, which was challenging with the existing system.
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
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
Kaspersky Lab Accelerates Workflow Automation with Nintex
Kaspersky Lab, a leading global IT security company, was facing a significant challenge in managing its internal processes. The company operates in almost 200 countries and serves over 300 million users, making it a highly process-driven organization. The Internal Automation team at Kaspersky Lab was tasked with developing a large number of workflows for its internal customer base. However, the team was struggling with a growing backlog of workflow automation projects. The need for speed was paramount, but the team didn't have the time to learn and implement a complex workflow tool. The core functions that required immediate attention included contracts management, consolidation of financial reports, business trip approval, intellectual property management, and marketing development funds distribution.
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 Project Management and Workflow in Healthcare: A Case Study of Klinikum Wels-Grieskirchen Hospital
Klinikum Wels-Grieskirchen, the fifth-largest hospital in Austria, was faced with a significant challenge during a period of business transformation. The hospital, which cares for over 75,000 patients annually, was tasked with implementing and managing 100 projects simultaneously across its 30 departments and institutes. This was due to recent reforms in Austria that mandated healthcare centers to institute process and infrastructure changes throughout all departments. The hospital needed an agile, centralized project management tool to help organize and track company-wide efforts and help employees retrieve project-related information quickly. Prior to this, the organization had been using a SharePoint platform based on Microsoft SharePoint Foundation for document management.
Case Study
Streamlining Legal Document Approval and Archiving with IoT: A Case Study of KupiVip
KupiVip, an online fashion retailer based in Moscow, Russia, was facing a significant challenge in its legal department. The approval process for legal documentation was inefficient and time-consuming, leading to a growing backlog of files waiting to be processed. The department, responsible for regulatory compliance, resolving corporate legal issues, contract development and approval, organization of the legal workflow, and providing legal support for departments across the company, was struggling to streamline approvals due to the large backlog of files. The lack of a defined archive for storing and tracking documents as they moved amongst stakeholders further complicated the process. The team needed a more efficient process to improve the speed and quality of its processed documents, and a secure way to organize and store files that were in the approval process.
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
Microsoft's Operational Efficiency Enhancement with K2 Software
Microsoft’s eCommerce team was facing a significant challenge in efficiently managing content and promotions across the company’s website and digital store. The content publication process was complex, involving multiple levels of approvals and collaboration between various teams to keep hundreds of pages updated across more than 240 regions. The process was managed via Excel spreadsheets, with content, images, and other publishing information tracked in different spreadsheets. In some cases, there were over 200 spreadsheets to track updates for a single page on the website. Content approvals were handled manually, often leading to bottlenecks and delays in publishing timelines. Furthermore, Microsoft’s legacy solution made it difficult to easily track publishing tasks and provide visibility into publication statuses. The company also faced challenges in managing merchandise promotions, which was a manual and time-consuming process.
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
Red River Bank's Rapid Deployment of Nintex Process Platform for COVID-19 Relief Funds
Red River Bank, the sixth largest Louisiana-based community bank, was faced with the challenge of rapidly processing and distributing Paycheck Protection Program (PPP) loans to support businesses during the COVID-19 pandemic. The U.S. Treasury had implemented the PPP and utilized banks to process and distribute the funds. Red River Bank needed a solution to onboard, process, and submit applications for Small Business Administration (SBA) approval. The bank was under immense pressure as the PPP funding was limited and would be exhausted before they could even get started. The business banking software providers they consulted with said their solutions would be ready at least one week after the government finalized PPP requirements, which was too long for Red River Bank.
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
Streamlining Digitisation Workflow: A Case Study of the State Library of New South Wales
The State Library of New South Wales, Australia's largest library, embarked on a long-term project to digitise its vast collection of over five million heritage items. The goal was to preserve these historic items while making them accessible to the public. However, the library faced a significant challenge in managing the digitisation process. Initially, they used a workflow solution called TeamTrack to log and track items through the process. However, this solution reached its end-of-life in 2017, necessitating a quick replacement. The library needed a comprehensive, location and device independent workflow platform that could integrate the entire digitisation process, meet the functional requirements of every team, align with the library's IT security policies, and include auditing and reporting capabilities.
Case Study
Trinity Grammar School Streamlines Remote Attendance with Nintex Workflow Cloud
Trinity Grammar School, an independent boys school in Sydney, Australia, faced a significant challenge during the COVID-19 pandemic. With the suspension of in-person classroom teaching, the school had to quickly pivot to a remote learning program. This transition necessitated an efficient and effective way to check the attendance of over 2000 students at the start of each school day. The school's existing digital tools used for marking attendance in classrooms were evaluated, but configuring them for online use was not practical. The school needed a solution that could be implemented swiftly and accurately to ensure students were participating in online activities each day.
Case Study
Streamlining Communication and Service Delivery in Non-Profit Sector: A Case Study of TLC for Kids
TLC for Kids, a leading Australian charity, was grappling with the challenge of streamlining the creation and management of patient letters and service confirmations associated with its services. The organization, which operates in 405 hospitals in Australia and five in New Zealand, provides a range of services to sick children and their families. These services include supplying innovative ‘distraction boxes’ to hospitals, operating the Rapid TLC Service which delivers timely support to hospitalized children and their families, and the TLC Ambulance service for children in palliative care. The organization's support staff had been relying on a series of Google Docs templates into which information from received request forms was cut and pasted as required. This manual process was time-consuming and inefficient, diverting staff attention from other critical activities.
Case Study
Thrifty's Digital Transformation: Streamlining Car Rental Operations with IoT
Thrifty New Zealand, a car rental company owned by the National Roads and Motor Association (NRMA), was facing operational challenges due to outdated, paper-based processes. The company, with around 150 staff across 30 locations, recognized the need to upgrade their car rental management system. The existing system was not only time-consuming but also lacked easy access to processes for the staff. The management team understood the need for a process champion to drive process improvement efforts and appointed Jackie Reid for the role. The challenge was to ensure a smooth transition to the new car-rental system with minimum effort from the already-busy teams. The teams needed to understand what was changing and how that would impact them.
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
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
WISE Employment Enhances Process Management with Nintex Promapp®
WISE Employment, a not-for-profit employment services provider in Australia, was grappling with outdated, non-standardized process management and minimal continuous improvement. The organization was experiencing significant growth due to changes in government rules around Disability Employment Services (DES), which allowed job seekers to choose their provider. However, this growth highlighted the need for a more efficient and consistent approach to process management. WISE's processes were documented in a mix of Microsoft Word, Excel, and Visio, leading to inconsistencies, errors, inefficiencies, and duplication of work. Many of these processes were out of date, mapped in non-standard formats, and stored in various locations, with no specific individual responsible for them. This lack of centralized process management led to inconsistent customer experiences and hindered continuous improvement.
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
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
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
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
Digital Solution Enhances Teaching, Clinical Care, and Research at University of Pittsburgh School of Medicine
The University of Pittsburgh School of Medicine was grappling with an outdated, manual, paper-based faculty evaluation system. This system was not only cumbersome but also lacked an efficient way to track forms, conduct audits, or extract data insights from the evaluations. The process required a full-time employee to manage 2,000 annual evaluations captured on 10-page paper forms. The system had no mechanism to track incomplete and missing forms, no overall audit process, and no data insights into trends arising from the evaluations. This inefficient system was costing faculty members hundreds of thousands of hours annually, which could have been better utilized for teaching, clinical care, and research.
Case Study
KBR Enhances Employee Safety with Nintex Travel Management Solution
KBR, a technology and government industry player, was grappling with the challenge of managing employee travel safety in an increasingly risky global environment. The company's existing system, which was paper-based, was inadequate for recording and approving travel requests, thus failing to optimize safety and provide insights into employee travel. The system was particularly deficient in managing travel to high-risk countries, where employees could be exposed to threats such as kidnapping, civil unrest, weather disasters, and personal medical emergencies. The paper forms, which recorded employees' itineraries, were only completed by about 70% of travelers. These forms were then filed and rarely used, making it difficult for KBR to deliver customized guidance to employees or analyze aggregate data on global travel. As global risks escalated, KBR needed a more efficient solution.
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
Busy Bees Asia Leverages Nintex for Process Automation in Early Education
Busy Bees Asia, a rapidly growing early education provider, was grappling with an inefficient manual IT provisioning process. The organization, which has expanded to over 80 locations since its inception in 2014, was struggling to standardize and improve processes across its various locations. The IT team, led by IT Director Jordan Yap, was responsible for managing the company’s IT needs for over 2,000 employees, including infrastructure, enterprise apps, e-learning, security, and more. One of the most critical processes was the company’s IT provisioning needs, which ensured employees had access to the technology they needed to do their jobs. As the organization continued to grow, so did the demand for technology tools. The organization needed more powerful and comprehensive solutions to help it scale its digital workplace solutions.
Case Study
Regional Bank Leverages Nintex RPA for Growth and Efficiency
A regional US bank in the financial services industry was faced with the challenge of supporting its aggressive growth targets. The bank aimed to double its assets to $10 billion over five years and sought to use process automation technology to boost productivity and customer satisfaction. However, the bank's existing workflow tool lacked automation capabilities, essentially functioning as a checklist. The bank needed a more comprehensive solution that could automate key processes such as wire transfers and Paycheck Protection Program (PPP) loans. The bank's enterprise automation team began researching options to fuel and support the bank's growth successfully.
Case Study
Efficiency and Risk Management in City of Karratha through IoT
The City of Karratha in Australia experienced a population boom due to the mining resources in the area. This rapid growth posed significant challenges to the city council, which was under pressure to serve the expanding population. The council had to hire new staff, many of whom were unfamiliar with public sector responsibilities. The council also had to add services that even experienced staff hadn't dealt with before. The Western Australian state government was pushing councils to find efficiencies in their operations. The City of Karratha's remoteness and large land area meant they couldn't amalgamate with other councils for efficiency – they needed to look internally. The council was also facing risks due to staff relying on incorrect process information or not following approved procedures.
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
Environment Southland's Process Improvement with Nintex Promapp
Environment Southland, a local government organization in New Zealand, was facing challenges in managing their processes due to growing staff numbers and changing legislative requirements. They were using Visio to record standard operating procedures, but the staff found it clunky and time-consuming. The lack of a centralized system for process management led to confusion and inefficiency, as staff often didn't know if a process existed or where to find it. The organization needed a single source of truth where users could create, edit, review, improve, and access organizational processes. They were also struggling with engagement from third-tier management to drive the process culture.
Case Study
Solar Energy Company Streamlines Workflow with Nintex for Faster Construction Management
A leading solar energy systems manufacturer was grappling with the challenge of managing its commercial projects more effectively and at a lower cost. The company had around 500 active projects at any given time, involving project managers, procurement personnel, buyers, contractors, and other team members. The project management software they were using was proving to be both too expensive and inadequate. The high licensing costs were a burden, and the software failed to integrate its workflows with other essential applications in the company's internal platform, such as Salesforce, Box, and Qlik Sense. This lack of integration was causing inefficiencies and hindering the smooth progress of projects.
Case Study
Coca-Cola Beverages Florida: Streamlining Operations with Nintex Process Platform
Coca-Cola Beverages Florida, a start-up company, faced significant challenges in integrating its business processes after acquiring its operating territory in three phases. The company's operations, spanning manufacturing, sales, and distribution, were not fully integrated, leading to inefficiencies. The transportation operations, in particular, were largely manual, relying on paper-based forms and processes to track critical information on assets and their locations. This manual approach was time-consuming, cumbersome, and prone to errors. Similarly, the company had over 600 processes housed in a legacy process repository, which was mostly a collection of PDFs, videos, pictures, and spreadsheets. This made it difficult to access, manage, and maintain the repository, leading to high costs and reduced visibility and control over key processes.
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
Boosting Productivity and Minimizing Risk: Hernando County School District's IoT Journey
The Hernando County School District, located on Florida’s central-west coast, was facing a threefold challenge. The district, which comprises 29 schools and facilities, 23,000 students, and 3,100 staff, needed to boost productivity, retain informal knowledge, and minimize risk. The Facilities and Construction Department was particularly at risk due to employee turnover, which threatened the loss of district-specific knowledge and processes that had not been formally recorded. This was not just an operational issue, but also a statutory requirement. The district was responsible for ensuring that all its building permits met building, fire, and life safety code requirements. The challenge was further compounded in 2016 when the district's budget for deferred maintenance work increased tenfold after voters approved a tax fund. The department needed a solution that could support both its construction and operational processes without breaking the budget.
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
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
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
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
E.T. Browne Drug Co. Achieves 5005% ROI with Nintex and Equilibrium Workflow Automation
E.T. Browne Drug Co., a leading manufacturer of treatment-oriented beauty products, faced a significant challenge in its label and packaging process. The company continually designs and redesigns its labels and packaging for new products, new formulations of existing products, and to meet new regulatory requirements in the 100 countries it operates in. This process involves multiple departments, including research and development, marketing, legal and compliance, and manufacturing. The review and approval process was manual, leading to delays and lack of visibility into the status of ongoing reviews. Documents could sit on a manager’s desk for days or weeks, delaying time to market. There were constant issues around whether someone had the correct version for review and no reminders to perform tasks. As the company started to automate the workflow, another issue emerged. The company was routing visual data and content, including the size, shape, color, and positioning of label and packaging materials. However, the Adobe Illustrator files in which that content was created weren’t supported by SharePoint, and the pre-rendering into PDFs lacked the precision needed for meaningful approvals.
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
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
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
U.S. Olympic Committee Streamlines Processes with Nintex AssureSign
The U.S. Olympic Committee (USOC) was faced with the daunting task of manually processing thousands of forms for athletes visiting their Olympic Training Centers (OTCs) in Colorado Springs, Colorado and Lake Placid, New York. Each visit required extensive paperwork, including waivers, codes of conduct, and demographic surveys. Additionally, to avail the insurance coverage provided by the USOC, athletes had to receive, complete, and return paperwork within a tight deadline. The USOC was also responsible for sending legally binding documents, known as Games forms, to every athlete, coach, and staff member attending the Olympic, Paralympic, PanAmerican, or Parapan American Games, resulting in thousands of documents each year. Furthermore, the USOC hosted youth camps requiring consent forms and waivers with signatures from both parents and camp participants. With no central repository of information, handling all this paperwork became an inefficient model for the USOC.
Case Study
United BioSource Corporation Streamlines Patient Consent Process with Nintex AssureSign
United BioSource Corporation (UBC), a pharmaceutical support enterprise, was facing significant challenges with its patient consent process. The paper-based system was not only costly but also time-consuming, often taking between 4-11 days for completed forms to arrive back at UBC. This delay was detrimental to UBC's ability to swiftly deliver services to patients. Additionally, the cost of printing and shipping the consent forms was adding up, with UBC spending upwards of $47 to obtain a traditional patient’s consent. The paper-latent consent process was not only causing extraneous costs but also impeding UBC's ability to serve patients promptly.
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
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
Firehouse Subs Streamlines Franchise Agreements with Nintex AssureSign eSignature Software
Firehouse Subs, a fast-casual restaurant chain, was facing challenges with its existing signing process for franchise agreements and other related documents. The process was manual, costly, and prone to errors. It involved printing franchise agreements, tabbing where each signatory was to sign, and shipping the documents to the recipient. The franchise owners would then call the recipients to advise them to only sign the receipt page and not the franchise agreement until the seven-day disclosure period had passed. This process required extensive follow-up to comply with FTC requirements and was time-consuming and expensive, largely due to shipping requirements.
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
Tropical Smoothie Café Streamlines Franchise Agreements with Nintex AssureSign
Tropical Smoothie Café, a rapidly growing restaurant franchise, was facing challenges with its franchise agreement process. The process was heavily reliant on paper contracts, which were not only costly to mail but also time-consuming to manage. The franchise agreement process was subject to Federal Trade Commission (FTC) mandates, which required specific time intervals between stages of the transaction. This meant that the company had to wait for physical contracts to be returned, manage missing signatures or omitted information on returned contracts, and then file and store these documents. This laborious process was straining the company's resources and complicating the timeline for opening new franchises.
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
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
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
Boosting Global Effectiveness: IESC's Productivity Soars with Nintex Workflow
The International Executive Service Corps (IESC), a non-profit organization that spurs economic development in developing countries, was facing a significant challenge with its workflow management. After migrating from Lotus Notes to Microsoft Office 365, the organization found that the out-of-the-box SharePoint was difficult for its employees and volunteers to use. The uptake was low, and users were resorting to email workarounds to avoid the workflows, creating an audit risk that IESC wanted to avoid. This was a significant issue as the organization is largely funded by government contracts and grants, which come with stringent compliance and accountability requirements. The challenge was to find a workflow solution that was user-friendly, efficient, and could meet the organization's compliance needs.
Case Study
Hamra Enterprises Leverages Nintex for FLSA Compliance and Digital Transformation
Hamra Enterprises, a rapidly growing company that owns over 163 franchise restaurants across five states and employs over 5,000 people, was faced with a significant challenge. The company needed a simple, scalable solution to comply with new overtime regulations. Their existing manual timesheet collection and entry process was unable to keep pace with the new rule's requirements. The legacy process involved employees filling out hardcopy timesheets, which were then sent to HR for manual entry into an import file. This labor-intensive process added an extra five hours to an already busy work week. Furthermore, the company was in the process of deploying a new payroll system, but the time and attendance module would have cost an extra $30,000 and taken months to implement.
Case Study
STIEBEL ELTRON Enhances Productivity with Workflow Automation
STIEBEL ELTRON, a German manufacturing company, was facing challenges in managing shared data and eliminating paper-based processes. The company, which designs and manufactures energy-efficient solutions and operates in 120 countries, needed to protect customer and internal data while keeping a clear track of project details. As a private company, STIEBEL ELTRON was reluctant to share product development and other information via public cloud services such as Dropbox, Google Drive or OneDrive for Business. They were in need of a self-hosted, secure file-sharing solution that would allow them to share large video and image files with external partners and customers. The company attempted to develop collaboration sites using SharePoint 2013, but found it to be cost-prohibitive, time-consuming, and lacking in transparency.
Case Study
iCap Equity's Growth and Efficiency Boost with Nintex Workflow Cloud
iCap Equity, a Pacific Northwest equity firm, was facing challenges with manual processes and disparate content platforms that were slowing down their field project managers during site inspections. The firm was dealing with 40-50 active projects each month, with site inspection reports and images being captured on tablets. These reports were then uploaded to Box for organizational visibility. However, the same data had to be copied into Microsoft Dynamics CRM for the executive leadership team to monitor investments. This dependence on multiple disparate systems was a significant obstacle, preventing the firm from fully leveraging the benefits of digital business. The manual processes were not only time-consuming but also made it challenging to carefully monitor critical real estate development projects.
Case Study
Boosting Case Study Production by 300% with Nintex 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 was often done weeks or months later, and sometimes all relevant data was not captured. If consultants pasted into a template on their local PC drive instead of downloading the latest template, someone would have 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
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
Australian Agency Enhances Workflow Flexibility with IoT Solution
The Metropolitan Redevelopment Authority (MRA), a government agency in Australia, was grappling with a lack of visibility into its contract approval process. This made it difficult to identify and address bottlenecks, leading to time-consuming and costly processes. The agency oversees hundreds of active contracts worth about AU$500 million a year, and getting MRA authorized staff to approve a contract could take up to 100 steps, depending on the contract’s size and complexity. The agency needed to know where each contract was in the workflow at any given time to address bottlenecks and keep the process efficient. They also needed the agility to implement workflow changes quickly and cost-effectively to meet new requirements and mitigate new risks.
Case Study
Recycler Boosts Competitiveness with Nintex Workflows: A Case Study on IMS Electronics Recycling
IMS Electronics Recycling, a US-based company that plays a crucial role in helping manufacturers reduce their carbon footprints through responsible recycling of e-waste, was facing a significant challenge. The company was grappling with the need to comply with an ever-growing range of state, local, and federal regulations, as well as voluntary certifications such as ISO 9001, ISO 14001, OHSAS 18001, and the R2 (Responsible Recycling) standard. This compliance required substantial time and effort from employees throughout the company. The Director of Compliance, Robert Benavent, was tasked with ensuring that IMS Electronics Recycling complied with these regulations, but he also wanted to reduce the administrative burden on his staff and increase their productivity. The challenge was to find a way to meet increasing compliance requirements while decreasing the involvement of employees.
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
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
Nintex DocGen Streamlines Operations for Cartelligent
Cartelligent, a professional automotive services company based in the United States, was facing significant operational inefficiencies. The company's employees were manually correcting thousands of service agreements before they could be sent to clients. Additionally, purchasing agents were using third-party software to calculate monthly lease payments, extract the data as a PDF, and manually upload the PDF as an attachment into Salesforce. This process was not only time-consuming but also prone to errors. Furthermore, the company was limited in its ability to merge data and present information in a customized and intuitive format. While Cartelligent had been a Salesforce and DocuSign user for more than a decade, these limitations were hindering their productivity and efficiency.
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
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
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
Automating Payroll Conversions: A Case Study on Ashland Credit Union
Ashland Credit Union, a banking institution based in the USA, was facing a significant challenge in managing payroll conversions. The process required them to manually alter a large subset of members’ payroll information, which was both time-consuming and costly. The manual nature of the process also introduced the risk of errors, which could have serious implications for both the credit union and its members. The challenge was to find a way to automate this process, ensuring accuracy and efficiency while reducing the time and cost associated with manual data handling.
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
Radixx International: Enhancing Quality and Efficiency with Nintex Foxtrot RPA
Radixx International faced a significant challenge in testing its software quickly and efficiently to maintain its quality reputation, without slowing delivery to market and incurring excessive costs that would impact product profitability. The company initially replaced manual testing with one of the leading testing suites on the market. However, this solution required a substantial initial investment and significant staff hours for training, coding, and suite maintenance. After trying a second suite with similar poor results, Radixx returned to manual testing as the more cost-effective option. The company needed a testing solution that better fit its scrum-based agile development methodology, without the high price tag and labor costs of the testing suites currently on the market.
Case Study
Automating Healthcare Data Entry: A Case Study on New Bedford Corporation
New Bedford Corporation, a healthcare service provider, was faced with the challenge of manually entering patient care data into their Vitera Intergy Practice Management application. This process involved keying in thousands of medical charges weekly, each with up to 40 different pieces of information such as name, address, and specific treatment. The manual data entry process was not only tedious and time-consuming, requiring up to 8 hours each day, but also prone to errors and delays. The company also faced the risk of legal implications due to the sensitive nature of the medical information being handled. Furthermore, the cost of employing workers to perform this task was a significant financial burden for the company.
Case Study
Automating Data Entry for Non-Profit Scholarships: A Case Study
Pay It Forward Scholarships, a non-profit organization based in Gainesville, Georgia, provides approximately $6 million annually to fund students' education at private schools throughout the state. The organization receives contributions from individuals, families, and businesses, which then become scholarships for children in grades K through 12. The organization also has access to $58 million in dollar-for-dollar tax credits to reserve for Georgia taxpayers who donate money. However, the state of Georgia gives Pay It Forward just 24 hours – January 1st of each year – to enter relevant information on each of its thousands of donors into their Department of Revenue’s (DOR) online portal. The non-profit risks losing the tax break for every potential recipient they cannot get entered into the system. It is a tedious, time-consuming manual process that requires considerable resources to accomplish. Pay It Forward sought a better way with Nintex Foxtrot RPA.
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
75% Reduction in Time to Establish New Networks: A Case Study on Scott & White Health Plan and Insurance Company
Scott & White Health Plan and Insurance Company (SWHP), a Texas-based health maintenance organization (HMO) with over 215,000 members, was facing significant challenges with their manual data entry processes. The company was struggling with a large volume of manual data entry, which included copying and pasting data, setting up new pay classes, and establishing new provider networks. The passage of the Affordable Care Act (ACA) was expected to bring an influx of new applicants, which would further increase the time spent on manual data entry. The process of creating new networks involved copying and pasting rate, service, and other information from a similar plan into the new ones, a process that could take up to four weeks. Similarly, setting up new pay classes was a time-consuming task, taking up to 45 minutes per job.
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
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
Auswide Bank Enhances Customer Experience with Nintex Process Automation
Auswide Bank, based in Queensland, Australia, is committed to providing the best banking experience to its over 85,000 customers. This commitment led to the initiation of the 'Road to Right' project, an initiative aimed at ensuring the bank does the right thing for its customers the first time, every time. A crucial part of this initiative was to fully understand the bank's processes and identify areas for improvement. However, the bank faced challenges in mapping its processes and optimizing its customer-facing processes, including loan originations and personal banking processes. The bank needed an easy-to-use tool for process management and a no-code tool to improve business processes through automation and digital forms.
