Nintex Case Studies Solar Energy Company Streamlines Workflow with Nintex for Faster Construction Management

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	Solar Energy Company Streamlines Workflow with Nintex for Faster Construction Management Nintex

Solar Energy Company Streamlines Workflow with Nintex for Faster Construction Management

Nintex

Technology Category	Application Infrastructure & Middleware - Data Exchange & Integration Application Infrastructure & Middleware - Middleware, SDKs & Libraries
Applicable Industries	Electrical Grids Renewable Energy
Applicable Functions	Human Resources Procurement
Use Cases	Construction Management Personnel Tracking & Monitoring
Services	System Integration Training
Challenge	A leading solar energy systems manufacturer was grappling with the challenge of managing its commercial projects more effectively and at a lower cost. The company had around 500 active projects at any given time, involving project managers, procurement personnel, buyers, contractors, and other team members. The project management software they were using was proving to be both too expensive and inadequate. The high licensing costs were a burden, and the software failed to integrate its workflows with other essential applications in the company's internal platform, such as Salesforce, Box, and Qlik Sense. This lack of integration was causing inefficiencies and hindering the smooth progress of projects. Read More
About Customer	The customer is a leading solar energy systems manufacturer based in the United States. The company is involved in the construction of solar systems and has around 500 active projects at any given time. The team comprises project managers, procurement personnel, buyers, contractors, and other members who need to access and forward project information and approvals to keep the projects moving. The company was previously using a project management software that was proving to be both too expensive and inadequate, prompting them to seek a more efficient and cost-effective solution. Read More
Solution	The company adopted the Nintex Workflow Cloud, which seamlessly integrated with the other tools it was already using, including Salesforce, Box, and Qlik Sense. This broad integration was crucial as it allowed business users to continue their work without having to access a separate Nintex environment, thereby minimizing change, risk, and the need for additional training. The company used Nintex Forms for various tasks, from initiating customer projects to procurement actions, requests for proposal, obtaining risk insurance, and implementing material change orders. The automated workflows would start with a project team member accessing a Nintex Form through the company’s Salesforce console. The integrations with Salesforce and Box would then automatically assign a project number, pull in the names of relevant team members, align to the new job number and project, and store the project form in the corresponding location in the repository. Nintex would then notify team members about project tasks directly in their Salesforce consoles and via email notifications. Read More Log in to view content
Contents

Technology Category

Application Infrastructure & Middleware - Data Exchange & Integration

Application Infrastructure & Middleware - Middleware, SDKs & Libraries

Applicable Industries

Electrical Grids

Renewable Energy

Applicable Functions

Human Resources

Procurement

Use Cases

Construction Management

Personnel Tracking & Monitoring

Services

System Integration

Training

Challenge

A leading solar energy systems manufacturer was grappling with the challenge of managing its commercial projects more effectively and at a lower cost. The company had around 500 active projects at any given time, involving project managers, procurement personnel, buyers, contractors, and other team members. The project management software they were using was proving to be both too expensive and inadequate. The high licensing costs were a burden, and the software failed to integrate its workflows with other essential applications in the company's internal platform, such as Salesforce, Box, and Qlik Sense. This lack of integration was causing inefficiencies and hindering the smooth progress of projects.

About Customer

The customer is a leading solar energy systems manufacturer based in the United States. The company is involved in the construction of solar systems and has around 500 active projects at any given time. The team comprises project managers, procurement personnel, buyers, contractors, and other members who need to access and forward project information and approvals to keep the projects moving. The company was previously using a project management software that was proving to be both too expensive and inadequate, prompting them to seek a more efficient and cost-effective solution.

Solution

The company adopted the Nintex Workflow Cloud, which seamlessly integrated with the other tools it was already using, including Salesforce, Box, and Qlik Sense. This broad integration was crucial as it allowed business users to continue their work without having to access a separate Nintex environment, thereby minimizing change, risk, and the need for additional training. The company used Nintex Forms for various tasks, from initiating customer projects to procurement actions, requests for proposal, obtaining risk insurance, and implementing material change orders. The automated workflows would start with a project team member accessing a Nintex Form through the company’s Salesforce console. The integrations with Salesforce and Box would then automatically assign a project number, pull in the names of relevant team members, align to the new job number and project, and store the project form in the corresponding location in the repository. Nintex would then notify team members about project tasks directly in their Salesforce consoles and via email notifications.

Impact #1	The adoption of Nintex Workflow Cloud has brought about significant operational improvements for the solar energy company. The broad integration of Nintex with other applications has minimized change and risk, and reduced the need for additional training. This has allowed the company's personnel to continue doing what they do best, but more productively and effectively. The automated workflows have not only sped up processes but also made them more reliable. The company has also seen a reduction in trouble tickets on workflows, indicating fewer issues and smoother operations. The use of Nintex Forms for various tasks has streamlined processes and improved efficiency. The notifications system has ensured that team members are promptly informed about project tasks, further enhancing productivity.

Impact #1

The adoption of Nintex Workflow Cloud has brought about significant operational improvements for the solar energy company. The broad integration of Nintex with other applications has minimized change and risk, and reduced the need for additional training. This has allowed the company's personnel to continue doing what they do best, but more productively and effectively. The automated workflows have not only sped up processes but also made them more reliable. The company has also seen a reduction in trouble tickets on workflows, indicating fewer issues and smoother operations. The use of Nintex Forms for various tasks has streamlined processes and improved efficiency. The notifications system has ensured that team members are promptly informed about project tasks, further enhancing productivity.

Benefit #1	Workflow completion is 35% faster with Nintex
Benefit #2	Saved approximately 640 personnel hours in 2020
Benefit #3	Reduced licensing costs

Benefit #1

Workflow completion is 35% faster with Nintex

Benefit #2

Saved approximately 640 personnel hours in 2020

Benefit #3

Reduced licensing costs

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Overview

Solar Energy Company Streamlines Workflow with Nintex for Faster Construction Management

Operational Impact

Quantitative Benefit