iCap Equity 借助 Nintex Workflow Cloud 实现增长并提高效率
技术
- 无人机 - 无人机有效负载与配件
- 平台即服务 (PaaS) - 应用开发平台
适用行业
- 水泥
- 设备与机械
适用功能
- 维护
- 质量保证
用例
- 施工管理
- 施工现场监控
服务
- 云规划/设计/实施服务
- 测试与认证
关于客户
iCap Equity 是一家总部位于美国的股权和建筑公司。该公司专注于房地产开发和建设的股权投资。 iCap Equity 致力于实现强劲增长，精通技术并具有创新意识，为其员工配备 Box、Office 365 和 Microsoft Dynamics CRM 等基于云的工具。该公司每月管理 40-50 个活跃项目，并在平板电脑上捕获现场检查报告和图像。然后，这些报告会上传到 Box 以提高组织可见性，并复制到 Microsoft Dynamics CRM 中，供执行领导团队监控投资。
挑战
iCap Equity 是一家太平洋西北地区的股权公司，它面临着手动流程和不同内容平台的挑战，这些挑战导致现场项目经理在现场检查期间放慢了速度。该公司每月处理 40-50 个活跃项目，并在平板电脑上捕获现场检查报告和图像。然后将这些报告上传到 Box 以提高组织可见性。然而，必须将相同的数据复制到 Microsoft Dynamics CRM 中，以便执行领导团队监控投资。这种对多个不同系统的依赖是一个重大障碍，阻碍了公司充分利用数字业务的优势。手动流程不仅耗时，而且还使得仔细监控关键的房地产开发项目变得具有挑战性。
解决方案
为了克服这些挑战，iCap Equity 与 Provoke Solutions 合作，使用 Nintex Workflow Cloud 开发解决方案。该解决方案旨在通过移动设备、Box 和 Microsoft Dynamics CRM 对现场检查报告进行自动化跨平台管理。 Nintex Workflow Cloud 成为构建强调效率并实现可重复性的直观、智能工作流程解决方案的最佳选择。与渐进式 Web 应用程序的集成允许项目经理捕获现场检查报告并附加图像和文档。表格完成并提交后，Nintex Workflow Cloud 负责后续步骤。它可以识别元数据，因此如果文档被标记为现场检查，则会自动上传到 Box 和 Microsoft Dynamics CRM 中的现场检查文件夹。团队成员收到一封电子邮件通知，提醒他们可用的报告。该解决方案使 iCap Equity 能够从端到端地控制工作流程挑战，而无需在移动设备上进行点击。
运营影响
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