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SFMTA uses the Nintex Platform to drive digital transformation across the workplace and operations

Optimizing internal and external processes with automation at SFMTA

San Francisco Municipal Transportation Agency (SFTMTA) is responsible for the management of ground transportation in the city of San Francisco, California. SFMTA wanted to eliminate paper forms and digitize business processes across the agency to improve overall productivity and efficiency.

SFMTA used Nintex and partnered with KnowledgeLake, to transform the organization’s paper forms and documents into digital forms and workflows with Nintex.

San Francisco Municipal Transportation Agency
Capabilities Used
Automation Cloud

Who they are

San Francisco Municipal Transportation Agency is a department of the city and county of San Francisco that oversees the city’s network of ground transportation, which includes buses, trains, cable cars, and more.

What they need

SFMTA needed a solution to help digitize and automate its paper-based processes across the agency to improve coordination.

How they did it

Using Nintex Forms and Nintex Workflow for Office 365, SFMTA was able to automate various internal and external-facing processes to save time and improve efficiency.

San Francisco Municipal Transportation Agency speeds workflow automation with Nintex

Aside from overseeing nearly 700,000 riders daily, the SFMTA is has made digitization a priority. When SFMTA’s TSI department began leveraging SharePoint, they quickly realized they needed a more robust solution for workflow automation. After evaluating workflow automation offerings, the agency settled on Nintex for its ease-of-use and quick time to deployment, not required coding or servers.

For the last eight years, SFMTA has been leveraging Nintex Forms and Workflows to automate previously paper-based processes agency-wide from large external projects like the managing supply chain processes to smaller internal tasks, Nintex is helping SFMTA drive efficiency. These small transformations have produced big results for SFMTA, saving time and improving data quality. To date, SFMTA has transformed its HR alternative work schedule request, electronic return to work, and surveillance video requests with Nintex.

Everything that’s coming out of Nintex that we can get out hands on, we’re looking at. Our most recent Nintex implementation is in Salesforce and the team is very interested in implementing workflows and forms there. They’re leaning on IT to help them get started, but they’ll pick it up quick. We’re also excited about how we can use Nintex Promapp®. That’s something we’re looking forward to taking advantage of really soon.
Virdis Gamble, Productivity Services Manager, SFMTA
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