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Using Nintex Workflows and Forms for SharePoint to drive digital transformation

Optimizing internal and external processes with automation at global financial services company headquartered in Boston, MA.

The organization was using SharePoint to store information. However, it still used paper forms for many requests, and manually managed them via email, Excel, and physical delivery. Requests had to be physically written on a paper form and delivered to the relevant colleague, before being manually entered in SharePoint.

They used Nintex Workflow and Forms to transform the organization’s paper forms and documents into digital forms and workflows.

Finding Success

Accelerated workplace processes

Banished inefficient paper management processes

Bottlenecks and human error have been replaced by efficient automation

Investment Firm
Financial Services
Capabilities Used
Automation Cloud

Who they are

This global financial services company oversee 50,000 employees across the world. As a Fortune 100 company, they work to insure families and business and help them invest in their future.

What they need

The firm needed to a solution to help digitize and automate its paper-based processes and automate internal processes.

How they did it

They now use Nintex Forms and Nintex Workflow for SharePoint to automate various internal and external-facing processes, replace paperwork, and operate more efficiently.

Financial Services firm drives internal business processes and workplace productivity with Nintex Workflows and Forms.

The asset management branch of this financial services firm has over 250 employees and operates as an independent entity within the investment/insurance group. It has its own data center, network, and IT infrastructure.

A principal technical engineer manages enterprise architecture, SharePoint environments and more, including the organization’s use of the Nintex Platform, which his role took on in 2011.

Before using Nintex, the firm had many paper-based processes and manual tasks that were inefficient and not secure. This included basic administrative workflow tasks such as time off and work-from-home requests, internal documentation, and calendar scheduling.

Using Nintex, the firm has automated a growing number and variety of workplace processes.

This started with simple approvals for flexible work, time off, and holiday requests, and later moved into document approvals and calendar management systems. With automation, previously complex tasks such as user onboarding, Active Directory provisioning, and user account management could be completed much quicker than before.

Nintex helped the organization move from paper document management to a digital approach of managing asset data using electronic documents and refined document approval processes.

With the Nintex Platform, we have saved tremendous time and effort. We’ve successfully automated a range of processes including employee on-boarding and off-boarding. Nintex is a compliant and easy-to-use solution that integrates extremely well with SharePoint.
Principal Technical Engineer
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