Nintex Case Studies Industry Fund Services Streamlines Onboarding Process with Nintex

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	Industry Fund Services Streamlines Onboarding Process with Nintex Nintex

Industry Fund Services Streamlines Onboarding Process with Nintex

Nintex

Applicable Industries	Equipment & Machinery Finance & Insurance
Applicable Functions	Product Research & Development Sales & Marketing
Use Cases	Inventory Management Personnel Tracking & Monitoring
Services	Cloud Planning, Design & Implementation Services System Integration
Challenge	Industry Fund Services (IFS), a leading Australian wealth management firm, was facing challenges in improving their IT and production processes for new employees and customer interactions. The firm was dealing with repetitive processes and was looking for a way to onboard new staff quickly and efficiently. The company also needed to increase staff and customer engagement to retain its competitive edge. IFS was dealing with complex security issues due to its staff working all over Australia. The company had a poor track record with poorly configured SharePoint systems in other companies, which hid some of the programs most useful features and functionality. This led to several IFS employees expressing concerns about the implementation of a SharePoint solution. Read More
About Customer	Industry Fund Services (IFS) is one of Australia’s leading providers of specialist financial products, advice and business solutions to industry and other “all benefit to member” superfunds and other financial products and services. While the group focuses on superannuation and financial services, it also handles financial planning and para planning, business support, collections and non-super investment products. IFS’s head office is located in Melbourne, however, the group also has a number of primarily financial planning staff throughout Australia. Read More
Solution	IFS turned to Melbourne-based Evolve Information Services, which recommended Nintex, explaining how well it would integrate into the company’s existing SharePoint environment. With Nintex Workflow and Microsoft SharePoint, IFS was able to improve collaboration, communication, work efficiency and data management, and truly centralize IFS information sources while allowing staff located away from the head office to access the same data in real time. The company created a Welcome Portal for onboarding new employees before they began their first day. This portal provided information about benefits, and gathered banking information required by HR staff to ensure new starters were quickly added to the payroll system. By using both Nintex Workflow and Nintex Forms, the system alerts IT staff to new starters’ equipment and software needs. Read More Log in to view content
Contents

Applicable Industries

Equipment & Machinery

Finance & Insurance

Applicable Functions

Product Research & Development

Sales & Marketing

Use Cases

Inventory Management

Personnel Tracking & Monitoring

Services

Cloud Planning, Design & Implementation Services

System Integration

Challenge

Industry Fund Services (IFS), a leading Australian wealth management firm, was facing challenges in improving their IT and production processes for new employees and customer interactions. The firm was dealing with repetitive processes and was looking for a way to onboard new staff quickly and efficiently. The company also needed to increase staff and customer engagement to retain its competitive edge. IFS was dealing with complex security issues due to its staff working all over Australia. The company had a poor track record with poorly configured SharePoint systems in other companies, which hid some of the programs most useful features and functionality. This led to several IFS employees expressing concerns about the implementation of a SharePoint solution.

About Customer

Industry Fund Services (IFS) is one of Australia’s leading providers of specialist financial products, advice and business solutions to industry and other “all benefit to member” superfunds and other financial products and services. While the group focuses on superannuation and financial services, it also handles financial planning and para planning, business support, collections and non-super investment products. IFS’s head office is located in Melbourne, however, the group also has a number of primarily financial planning staff throughout Australia.

Solution

IFS turned to Melbourne-based Evolve Information Services, which recommended Nintex, explaining how well it would integrate into the company’s existing SharePoint environment. With Nintex Workflow and Microsoft SharePoint, IFS was able to improve collaboration, communication, work efficiency and data management, and truly centralize IFS information sources while allowing staff located away from the head office to access the same data in real time. The company created a Welcome Portal for onboarding new employees before they began their first day. This portal provided information about benefits, and gathered banking information required by HR staff to ensure new starters were quickly added to the payroll system. By using both Nintex Workflow and Nintex Forms, the system alerts IT staff to new starters’ equipment and software needs.

Impact #1	The implementation of Nintex Workflow and Microsoft SharePoint has greatly improved the onboarding process for new employees at IFS. The Welcome Portal has provided a more organized, positive and professional first impression, which is expected to greatly improve employee satisfaction and retention. The new system has also removed redundancy and potential for error, allowing staff to focus more on client and staff engagement. The full reporting and other tool features have driven a whole new outlook on SharePoint within IFS. Staff now seek out the internal project team to provide recommendations for new workflows. The company is looking forward to seeing the additional savings and efficiency returns from those workflows as they continue.

Impact #1

The implementation of Nintex Workflow and Microsoft SharePoint has greatly improved the onboarding process for new employees at IFS. The Welcome Portal has provided a more organized, positive and professional first impression, which is expected to greatly improve employee satisfaction and retention. The new system has also removed redundancy and potential for error, allowing staff to focus more on client and staff engagement. The full reporting and other tool features have driven a whole new outlook on SharePoint within IFS. Staff now seek out the internal project team to provide recommendations for new workflows. The company is looking forward to seeing the additional savings and efficiency returns from those workflows as they continue.

Benefit #1	IFS is saving approximately three hours in staff time for each new starter.
Benefit #2	With each workflow and form built in-house, IFS saves an estimated $3,000.
Benefit #3	The savings became apparent immediately after the automated onboarding process went live.

Benefit #1

IFS is saving approximately three hours in staff time for each new starter.

Benefit #2

With each workflow and form built in-house, IFS saves an estimated $3,000.

Benefit #3

The savings became apparent immediately after the automated onboarding process went live.

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Overview

Industry Fund Services Streamlines Onboarding Process with Nintex

Operational Impact

Quantitative Benefit