Cloud-based workflows streamline proposal processes


An IT consulting company managed a manual process for creating statements of work for its numerous projects. The paper-based process created a reputation for long lead times and account managers grew tired of continually making excuses for their system.


In their highly error-prone process, several staff members filled out a complex spreadsheet that a dedicated staff member leveraged to manually create project agreements in Microsoft Word. Because staff members lacked a streamlined workflow and form, they inadvertently delivered inconsistent project agreements.


A technical solutions company turned to Nintex Workflow as the optimal solution for workflow efficiencies:

  • Eliminate using Excel spreadsheets
  • Create a set of user-friendly online forms with Nintex Workflow for Office 365
  • Use Nintex Document Generation for Office 365 to automatically generate polished project agreements
  • Create an automated approval process to make it easier for Account Managers to review the project agreement and send it off to customers
  • Use a mobile-friendly interface that allows consultants and sales staff to complete statements of work at any location.


After continually dealing with long lead times, the management team was able to finish their statements of work in an efficient manner. Through using Nintex, the company realized they benefited in the following ways:

  • An Account Manager created statement of work and project agreement in two days instead of ten
  • The cloud-based workflow automation solution removed incidence of human errors or confusion over document version control
  • Sales staff easily created new templates with a consistent look and feel
  • With at least two hours cut from generating each Statement of Work, the company freed up about 360 hours a year that were better spent serving their customers

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