New financial process speeds up approvals with consistency

Solution: Quickly developed, consistent process

The transportation commpany deployed Nintex K2 Five. Before it tackled its ambitious financial approvals workflow, the company first developed a smaller workflow for processing requests for third party user access to SharePoint. This project not only allowed the IT team to build its skills in using the automation platform, but also significantly simplified and accelerated a key business process.

Then, when Angel Trains turned its attention to the financial approvals workflow, it was able to complete the entire development, with a small IT team, in just 25 working days. “I estimate that Angel Trains created its new financial approvals process in around 25% of the time, and therefore cost, of a traditional software development,” says Liam Stirling, Senior IT Development Manager at Angel Trains.

Solution: The path to system integration

K2 Software has integrated Angel Trains’ existing systems, rather than creating yet another standalone business application. Furthermore, the newly automated workflow will be easy to adapt in the future, as changes occur within the business. “When you have to hard code even a simple business change, like a new department name, in a bespoke system, it can be a nightmare.” Stirling says. “[Nintex] K2 Five enables us to make process changes very easily in response to business change. That’s another massive upside to intelligent process automation.”

When the new financial approvals process is fully rolled out to over 160 employees, Angel Trains anticipates that it will improve efficiency within the business by enabling contracts and purchase orders to be approved more quickly. Nintex K2 Five extends to mobile devices so, for the first time, employees will be able to view, action and approve tasks using their smartphones and tablets when they are away from the office, which will reduce unnecessary delays.

Significantly, the newly automation business process will help to reduce risk for Angel Trains. The business has a much clearer process for financial approvals and, as a result, is better able to ensure that procedures are followed correctly and consistently when employees sign off high-value new contracts and purchase orders.