Businesses Taking Advantage of Workflow Management in 2017

In 2016, Salesforce stated five reasons why manual processes are stunting your company’s growth.

Using uncontrolled documents, out-of-date spreadsheets and approvals, and unwieldy emails can have the following effect on your business:

  • Slow down productivity
  • Lead to more errors
  • Drain your resources
  • Add more work to employees’ days
  • Leave money on the table

When you list them out like that, it seems obvious that continuing with a dated manual process can put an unnecessary strain on your business, especially when such tasks are mainly administrative and not offering much to the business.

Research from servicenow found that managers spend on average two whole days a week on administrative tasks that prevents them from doing more strategic work. With most managers saying these work processes are also time-consuming and frustrating.

For a company of 5,000 managers, that wasted time results to 4 million hours and $575 billion spent on administrative tasks in the U.S per year. Clearly, something must change.

Workflow and Content Automation (WCA) services can take on those 4 million hours without breaking a sweat.

Manual Processes Throwing You for a Loop?

Nintex Drawloop uses workflow automation to generate documents and processes without manual input from the user. Users can do all this from within Salesforce, using the same data and documents they’re already familiar with to get work done more efficiently. Driving Salesforce data sources into Microsoft Office documents like Word, PowerPoint, Excel or PDF lets users feel at home when automating the creation of:

  • Sales quotes
  • Order forms
  • Proposals
  • Invoices
  • Contracts
  • Account summaries
  • Quarterly business reviews

This can play a big part in driving better efficiency in your business. Tasks and processes that previously would have been paper-based (like timesheets or data collection, for instance) can be automated to free up time for the end-user.

By activating or scheduling workflow automation, employees are given more time to focus on areas of their work they otherwise may not have time for, like innovation or training.

Don’t Just Take Our Word for it…

We can only profess the benefits of a capable workflow management platform so much; eventually, you need to see it in action to understand what it can do for your company. So, we’ve compiled a list of our customers that have benefitted from deploying Nintex workflows into their company, so you don’t have to just take our word for it!

Naylor Love

Naylor Love is one of the leading commercial construction management companies in New Zealand, and needed a faster way to report on and address workplace hazards to keep safety a priority as the business was growing.

Workflow automation software with mobile functionality allowed workers to file safety hazards from their mobile devices in real-time. By automatically directing this information to the relevant people, this meant that potential hazards could be reported faster and more accurately to improve overall safety.

Fremantle Ports

Fremantle manage large capital projects and recognized the value of process automation in terms of reducing risk and facilitating compliance.

Working with Fremantle, Nintex built a custom Project Development Register able to automate five major processes with multiple steps. Providing project development updates to stakeholders and aggregating project development information in an easily digestible format, the speed of project delivery and approval was greatly improved.

Yamaha

With the help of Nintex, Yamaha achieved a streamlined service to automate more complex documents like Master Dealer Agreements and legal agreements across their numerous retailers.

With workflow automation, end-users were given functionality to automate document generation forms with Salesforce at the click of a button. This reduced their document creation times from hours to minutes, freeing up more time for their employees.

VIF

For VIF, who practice in international education, Nintex’ workflow automation digitized and streamlined manual processes for services to recruit and onboard international teachers.

Educational departments generated document packages—from résumés to visas—directly from Salesforce to negate physically filling out forms. Switching to electronic documents pre-populated with relevant data proved to be a big time-saver.

Cartelligent

Cartelligent aim to simplify every part of the car-buying process. Nintex was able to eliminate the need for a third-party solution to handle sales contract from start to finish.

Further, a single document package generated by Nintex pulled all relevant content together, making it far easier for users to close sales.

Could You be the Next Success Story?

Try the Nintex Drawloop completely free for 30 days to see how you can start saving on time and money in no time. Don’t hesitate to get in touch with us for more information or for any questions you might have.

Jim Roberson

Jim Roberson serves as VP and General Manager at Nintex. He co-founded Drawloop in 2001, which was acquired by Nintex in 2015. Since that time, Drawloop’s document generation capability has been successfully integrated into the Nintex platform and rebranded as Nintex Document Generation.