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How 5 leading organizations are successfully navigating the challenges of 2020

The best part of my job has always been working with Nintex customers and hearing how they’re using Nintex to transform the way people work. Even more so over the last eight months as customers continue to share their success stories—and most amazingly—how they’re effectively adapting to the new world of work and even responding to COVID-19 with Nintex.

Since March, customers in varying industries—from financial services to the public sector—have shared their inspiring Nintex success stories. Here’s how five leading organizations are overcoming the challenges of 2020.

Red River Bank provides crucial COVID-19 relief funds to customers fast

Red River Bank is the sixth-largest community bank in Louisiana. The bank provides a fully integrated suite of financial products and services tailored to the needs of commercial and retail customers. When the Small Business Association (SBA) rolled out details of the Paycheck Protection Program (PPP) as part of the federal CARES Act, Red River Bank knew it would need to leverage automation to help its customers get the funding they needed as fast as possible.

After evaluating packaged solutions, Aaron Nation, VP and Chief Data Officer at Red River Bank designed an online application and workflow process with Nintex. The solution used Nintex Workflow Cloud to capture the information required in the SBA’s preliminary application, generate a loan application document, collect required documents, and route the application data to the bank’s Box environment. Red River Bank deployed the entire solution in just 36 hours, which helped Red River Bank be one of the first to market with PPP loans in the region.

“I don’t know how many people and how much money it would have taken to close that volume of loans without Nintex—and I’m glad we didn’t have to find out.”

– Aaron Nation, VP and Chief Data Officer, Red River Bank

Read the case study to learn more about Red River Bank’s automation journey and how they used Nintex Workflow Cloud to automate PPP loan applications.

BNBuilders ensures compliance and safety throughout a global pandemic with Nintex

In response to COVID-19, West Coast general contractor BNBuilders‘ crisis response and safety teams quickly determined the need for a daily check-in form based on CDC recommendations for all employees and visitors reporting to job sites and offices during the pandemic. Using Nintex Workflow Cloud, BNBuilders’ Solutions Engineer Shawn Namdar created an entire solution in just one day.

The daily check-in form, which is completed through an individual’s own mobile device, includes contact information, job site/office location, as well as COVID-19 risk-related questions. Once submitted the responses are recorded in SharePoint and if a response meets any flagged parameters, the safety team is alerted to investigate and escalate as needed. In the first two months of usage, the solution averaged a growing 3,100 submissions each week.

Read the case study to learn how BNBuilders swiftly implemented a digital daily check-in form to safely continue working throughout the COVID-19 pandemic.

Zoom supports boom in channel business with Nintex

The video and web conferencing provider, Zoom Video Communications, Inc., proved to be a critical, if not essential, technology to organizations and people everywhere throughout 2020. Before the COVID-19 crisis, Zoom already needed to scale up its processing of channel orders to meet rising demands. With help from Nintex Premier Partner Pacific BPA, Zoom automated its largely manual order tracking and management process from order intake through purchase-order confirmation and provisioning using Nintex Workflow Cloud with Zendesk and Salesforce.

Read the case study to learn more about how Zoom has automated its channel order processes with Nintex Workflow Cloud.

City and County of Denver virtualizes emergency operations center amid a global pandemic

The City and County of Denver needed to quickly move its Emergency Operations Center (EOC) virtual to maintain operations while employees worked from home in accordance with social distancing measures. Denver’s EOC is made up of about 100 daily active members representing the majority of the city’s business units.

The City stood up a Microsoft Teams site to host all EOC communications and collaboration, but they also needed to host all the in-person and paper-based workflows online. Using Nintex Forms, Denver’s Technology Services department digitized 20 forms in one weekend and brought a total of 65 forms online in just over a week. The virtual EOC was activated for four months and proved to be as productive, if not more, than in its previous form.

Read the case study to learn how Denver virtualized its Emergency Operations Center with Nintex Forms and Microsoft Teams.

Extraco Banks invests in customer experience with Nintex RPA

Extraco Banks (an acronym for Exporters and Traders Compress) is the largest and most comprehensive independent financial institution in central Texas. The bank has adopted a lean culture focused on eliminating waste and improving processes. In that effort, the bank leverages Nintex RPA to automate manual processes across its business.

One of the bank’s most manual processes was approving remote deposit capture (RDC) requests – requiring five to seven minutes to process each request. Extraco’s call center team was responsible for reviewing RDC requests in addition to fielding customer calls and questions. With Nintex RPA, Extraco Banks automated the entire approval process, significantly reducing approval times and saving the bank’s call center an estimated 1,200 hours a year.

“Using Nintex RPA for our RDC approvals helps us better serve our customers – faster and when they need us. The solution will save our call center staff approximately 1,200 hours per year. This is time that they can use to focus on higher-value tasks that better support our business and customers’ needs.”

– Cal Stevens, Vice President and Business Process Improvement Manager, Extraco Banks

Shortly after the solution was implemented, the bank saw an unprecedented demand in RDC requests and call center traffic as branch locations closed due to COVID-19. Thanks to the Nintex RPA solution, the Extraco Banks call center staff no longer had to worry about managing RDC requests and could focus all their energy on helping customers.

Read the case study to learn how Extraco Banks has automated RDC approvals with Nintex RPA.

Looking back on the past eight months, I’m so proud of the small role Nintex has played in helping organizations navigate these challenging times. I can’t wait to see what our customers will achieve next.



If you’d like to discuss what the power of process could mean for the future of your organization, get in touch with the team at Nintex today. Or you can test-drive the Nintex Platform yourself with a free trial.



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