Nintex Case Studies Digital Transformation in Financial Services: A Case Study on Workflow Automation

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	Digital Transformation in Financial Services: A Case Study on Workflow Automation Nintex

Digital Transformation in Financial Services: A Case Study on Workflow Automation

Nintex

Technology Category	Cybersecurity & Privacy - Security Compliance Platform as a Service (PaaS) - Application Development Platforms
Applicable Industries	Cement Paper & Pulp
Applicable Functions	Quality Assurance
Use Cases	Inventory Management Leasing Finance Automation
Challenge	A Boston-based financial services firm was struggling with manual and paper-based internal processes that were inefficient and insecure. These processes included administrative workflow tasks such as time off and work-from-home requests, internal documentation, and calendar scheduling. The firm was already using SharePoint to store information, but still relied on paper forms for many requests, which were manually managed via email, Excel, and physical delivery. This meant that requests had to be physically written on a paper form and delivered to the relevant colleague, before being manually entered in SharePoint. The firm sought to optimize these processes by leveraging workflow automation. Read More
About Customer	The customer is a Boston-based financial services firm with over 250 employees. It operates as an independent entity within the investment/insurance group and 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. The firm prides itself on creating a supportive, engaging, and dynamic experience for its customers and employees. It was already using SharePoint to store information but was looking for ways to optimize its manual and paper-based internal processes. Read More
Solution	The firm adopted Nintex for SharePoint to automate a range of tasks, including document approvals, calendar scheduling, onboarding, and building lightweight directories. The automation 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 firm move from paper document management to a digital approach of managing asset data using electronic documents and refined document approval processes. Among the more complex processes automated with Nintex was compliance reporting, a time-intensive process that could now be automated, freeing up employees to focus on other value-added tasks. Read More Log in to view content
Contents

Technology Category

Cybersecurity & Privacy - Security Compliance

Platform as a Service (PaaS) - Application Development Platforms

Applicable Industries

Cement

Paper & Pulp

Applicable Functions

Quality Assurance

Use Cases

Inventory Management

Leasing Finance Automation

Challenge

A Boston-based financial services firm was struggling with manual and paper-based internal processes that were inefficient and insecure. These processes included administrative workflow tasks such as time off and work-from-home requests, internal documentation, and calendar scheduling. The firm was already using SharePoint to store information, but still relied on paper forms for many requests, which were manually managed via email, Excel, and physical delivery. This meant that requests had to be physically written on a paper form and delivered to the relevant colleague, before being manually entered in SharePoint. The firm sought to optimize these processes by leveraging workflow automation.

About Customer

The customer is a Boston-based financial services firm with over 250 employees. It operates as an independent entity within the investment/insurance group and 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. The firm prides itself on creating a supportive, engaging, and dynamic experience for its customers and employees. It was already using SharePoint to store information but was looking for ways to optimize its manual and paper-based internal processes.

Solution

The firm adopted Nintex for SharePoint to automate a range of tasks, including document approvals, calendar scheduling, onboarding, and building lightweight directories. The automation 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 firm move from paper document management to a digital approach of managing asset data using electronic documents and refined document approval processes. Among the more complex processes automated with Nintex was compliance reporting, a time-intensive process that could now be automated, freeing up employees to focus on other value-added tasks.

Impact #1	The adoption of Nintex has led to significant operational improvements for the firm. The platform’s diverse automation capabilities have allowed team members to dedicate more time to the work they were hired to do, enhancing productivity and job satisfaction. Nintex is now fully integrated into the firm's IT infrastructure, and the team stays up to date on the latest Nintex releases to incorporate new functionality and capabilities into their ever-evolving SharePoint platform. The firm has refined its processes to use profile queries and LDAP queries in their multi-domain environment, enabling the use of more complex and dynamic workflows that have led to further efficiency gains throughout the company.

Impact #1

The adoption of Nintex has led to significant operational improvements for the firm. The platform’s diverse automation capabilities have allowed team members to dedicate more time to the work they were hired to do, enhancing productivity and job satisfaction. Nintex is now fully integrated into the firm's IT infrastructure, and the team stays up to date on the latest Nintex releases to incorporate new functionality and capabilities into their ever-evolving SharePoint platform. The firm has refined its processes to use profile queries and LDAP queries in their multi-domain environment, enabling the use of more complex and dynamic workflows that have led to further efficiency gains throughout the company.

Benefit #1	Accelerated workplace processes
Benefit #2	Eliminated inefficient paper management processes
Benefit #3	Reduced bottlenecks and human error delays through efficient automation

Benefit #1

Accelerated workplace processes

Benefit #2

Eliminated inefficient paper management processes

Benefit #3

Reduced bottlenecks and human error delays through efficient automation

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Overview

Digital Transformation in Financial Services: A Case Study on Workflow Automation

Operational Impact

Quantitative Benefit