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Efficient Stem Cell Donation Process: A Life-Saving Innovation by Matchis Foundation
Matchis Foundation, the Dutch center for stem cell donors, was facing a steady increase in donor requests due to the expansion of its register of potential donors. The foundation holds the details of over 326,000 potential stem cell donors and expects to grow its register by 30,000-40,000 new volunteers each year. This growth was leading to a 20% annual increase in requests for stem cell donations, thereby increasing the workload for the team managing the donation process. The process involved a series of steps, tightly controlled by regulations, including discussing the donation procedure and risks with the matched donor, setting up medical examinations, and hospital appointments. The existing processes were rigorous but time-consuming and involved a lot of manual data entry. The foundation needed an automated solution to manage and process donor requests and donations efficiently when a match was found.
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Modernizing Fintech Business Processes: A Case Study on CSI, Inc
Computer Services, Inc. (CSI), a leading provider of financial technology and regulatory technology solutions, was heavily reliant on legacy paper and spreadsheet-based workflows. This included a cumbersome process for the allocation of equipment for both customers and employees, which required constant updates to a centralized spreadsheet, making it prone to errors. Additionally, CSI’s Managed Services team identified a need for a digital process automation solution to integrate with its cloud-based ticketing system, Autotask. The process, referred to as MAC (Move/Add/Change), had numerous steps integrated with both Autotask and Microsoft SQL Server. Lastly, as a 50-year-old company, CSI had numerous simple workflows that represented busy and often repeatable work, with roughly 30 identified that could function with no human interaction.
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Streamlining Risk Analysis with IoT: A Case Study on Chaucer Syndicates
Chaucer Syndicates, a leading specialty insurance group, was facing a significant challenge in managing its risk analysis process. The company's small Exposure Management Services team was tasked with assessing over 1,000 requests for risk models annually from 20 underwriters based in various global locations. The process was managed in an ad hoc manner through emails, phone calls, and spreadsheets, leading to a lack of visibility and inefficiency. During busy periods, the risk analysts struggled to meet deadlines, and underwriters had no clear view of the status of their requests. Chaucer needed a solution to increase productivity and provide an accessible process for viewing the status of risk scenarios.
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Streamlining Child Protection Processes with K2 Software: A Bufetat Case Study
Bufetat, a government agency in Norway responsible for state-funded child welfare and family counseling services, was struggling with an antiquated system of handling massive amounts of incoming documentation. The agency was dealing with over 7,500 new documents per month, which were being sorted and delivered by hand to its 5,600+ caseworkers. This traditional method was not only time-consuming but also inefficient, as documents were not always reaching the right people at the right time. The system lacked visibility, making it difficult for managers to review the status of cases without directly speaking to caseworkers, which further wasted valuable time. As the number of children and families in need of assistance continued to grow, Bufetat recognized the need for a more efficient internal case management system to respond to service requests more effectively.
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Improving Data Collection and Efficiency with K2 Software at Wales & West Housing
Wales & West Housing (WWH), a non-profit organization providing homes and services to over 22,000 people, was facing significant challenges with its data collection and management processes. The organization's housing, maintenance, and care professionals needed to collect large amounts of data, some of it confidential, and access it from any location at any time. However, WWH relied on Microsoft SharePoint and several other key IT systems in areas such as housing and repairs, but these different technologies were not connected to each other, creating massive inefficiencies. The organization was spending too much time and resources on administrative tasks, limiting their ability to gather and disseminate reliable information to stakeholders. They needed a better way to collect business data, share it across various systems, and make it accessible to mobile employees working in the field.
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Enhancing Safety and Efficiency at Tomago Aluminium with K2 Software
Tomago Aluminium, Australasia’s largest aluminum smelter, was grappling with a disconnected IT infrastructure and an over-reliance on paper forms and email-based processes. This led to a lack of transparency and visibility into potential safety issues, making it difficult to ensure that tasks were being carried out safely and that safety issues were addressed promptly. The company was using surveys within SharePoint and paper forms to conduct life-saving controls, which created safety risks and made reporting difficult. Additionally, the company had to audit its 840 pots daily, a process that was tedious and time-consuming. The data collected from the pots had to be written down manually and then entered into a shared spreadsheet, a process that was prone to errors and inefficiencies.
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Boosting Productivity with Workflow Automation: A Case Study on Magna Steyr
Magna Steyr, a leading brand-independent engineering and manufacturing partner for OEMs, was facing a challenge with its workflow automation. Over the years, the company had introduced more than ten different automated processes, which were touching almost every part of its business. These processes were supported by a mix of different commercial and bespoke software packages. While these automated processes had been supporting the business well, the time had come to move to a single workflow technology. The company needed a workflow automation solution that could gradually replace and enhance its existing automated processes, and also create new business workflows.
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Transforming Health and Safety Reporting with IoT: Avara Foods Case Study
Avara Foods, one of the UK's largest food businesses, was grappling with a labor-intensive, paper-based health and safety reporting process. The company's health and safety teams were tasked with managing the risk of accidents within the farms, factories, and office areas. They relied on paper forms and Excel to collect, analyze, and mitigate accident risk. However, as the business expanded, the number of independent paper-based systems also increased, making it increasingly difficult to manage the required interventions. Consolidating a view of health and safety risk across the sites took several days. The situation was further complicated by a merger with another food business, which necessitated a complete review of the processes and systems employed.
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Automating Israeli Court Administration: A Case Study
The Israeli Court Administration (ICA) oversees the operation of all courts in Israel, handling as many as 500,000 live cases at any given time. Each workday, 3,000 new cases are filed and 100,000 legal documents are received. The ICA relied heavily on inefficient, paper-based processes for case management, with files physically passed from desk to desk, leading to unnecessary delays and lack of visibility into the status of cases. Lawyers and police had no means of tracking their cases, and up to 30% of open cases had not been acted on for more than a year due to lack of automated recordkeeping. The ICA sought to modernize, automate and simplify their massive workload, expedite important cases, and grant limited access to external users such as judges, police officers and court employees to verify case status and submit necessary documents.
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Modernizing Fintech Business Processes with IoT
A global biotechnology company, with divisions focusing on animal and food safety, genomics research, life sciences, and toxicology, was struggling with an 'old school' system of email and paper forms. This system made processes complex and time-consuming, leading to extended approval processes and a high probability of error. The company needed to meet stringent requirements not only for each line of business, but also compliance across local, state, and federal government agencies both in the U.S. and globally. The company initially relied on Microsoft SharePoint to improve collaboration, but soon realized they needed a low-code process automation platform to ensure end-to-end workflows were meeting the requirements of the business.
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Efficiency and Customer Service Enhancement in Manufacturing with IoT
Liebherr Hausgeräte, a manufacturer of domestic refrigerators and freezers, was facing challenges with its existing workflow automation tools. The company had been using Microsoft SharePoint and another process automation platform to automate key business workflows. However, they were experiencing limitations with these technologies, particularly in creating more complex, end-to-end process automation. Additionally, the company wanted to create an automated process for customer repairs that could be initiated directly by customers and used by external partners as well as internal employees. However, after migrating to Microsoft Dynamics CRM, they could no longer make their core CRM application available to over 300 external service partners without purchasing Microsoft licenses for each user.
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Streamlining Sales Reporting and Commission Payments: A Case Study on CorVel Corporation
CorVel Corporation, a publicly-traded company providing risk management solutions, was facing challenges in managing its internal sales functions. The company, with approximately 4,000 users of its proprietary software solutions, was experiencing explosive growth. However, this growth led to the use of a large variety of disparate workflow applications, some of which were competing with each other. This situation was causing inefficiencies and slowing down processes, particularly in the area of commission management. The process of submitting sales reports, getting them reviewed, and gaining approval was time-consuming, leading to delays in commission payments to the sales team.
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Scalable and Reliable Engineering Solutions: A Case Study of Zamil Industrial
Zamil Industrial, a leading provider of market-leading equipment, construction materials, and innovative design and engineering solutions, was facing a significant challenge with its legacy business process automation platform. The platform was initially sufficient for the company's needs, but as the organization expanded and its requirements grew more complex, the platform failed to provide the necessary scalability and reliability. The IT resources were under constant pressure due to frequent bugs and breakdowns that required immediate attention. The lack of adequate support from the legacy system providers led to increased downtime and business interruption, which became a serious issue for the company. Zamil Industrial was in dire need of a workflow engine that could keep pace with its growing digital technology demands.
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Process Automation Maximizes Product Quality at Euro Caps
Euro Caps, a leading coffee manufacturer, was facing challenges in managing its business processes due to rapid growth. The company's existing email and spreadsheet processes were no longer adequate for the volume of goods it was producing and its enlarged workforce. Employees were sharing spreadsheets and documents via email, leading to multiple versions of the same files. Additionally, there were numerous ways of collecting data across the business, and the same data would be entered into different applications by different people. Despite these inefficiencies, the company's processes were vital to upholding its high standards for the quality of their goods. The company also aimed to become a paperless factory, which required implementing more automated, digitized solutions across the company.
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Increasing Productivity and Reducing Risk with Intelligent Automation at MMC
MMC, a financial services company based in New Zealand, was facing significant challenges with its client onboarding process. The process was primarily manual, involving handwritten applications, which was causing major bottlenecks for the thousands of clients they onboarded every month. The manual process made it difficult to track issues, introduced a significant amount of risk, and resulted in double handling of material from a user’s perspective. This was due to the need to retrieve data from external systems, which also introduced risk and training issues due to the number of systems MMC had to integrate with. MMC’s CIO, Craig Richardson, recognized the need for a change to streamline the onboarding process, reduce risk and waste, and improve overall auditability.
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Streamlining Processes in Financial Services: A Case Study of Sparebanken Vest
Sparebanken Vest, a financial services provider with 54 branches in western Norway and 800 employees, was grappling with a significant challenge. The company was dealing with disparate processes across its branches, with one team leader noting there were “around 60 different ways to do the same thing.” This lack of standardization led to inefficiencies and confusion, especially for new staff members. Additionally, there was no separation between front office and back office functions within the bank. As a result, front office staff in branches had to perform administrative tasks that absorbed time and took them away from customers. The company also faced limitations with Microsoft InfoPath forms, which they initially used as part of their process automation solutions. However, the company had complex schemas that didn’t fit with InfoPath’s capabilities.
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Swiss Firm IOZ Doubles Profitability with Nintex Promapp®
IOZ, a Swiss professional services company, was facing a dual challenge. Firstly, their clients required a business process management solution that could be easily integrated with SharePoint. Secondly, IOZ itself was in need of a solution to overhaul its quality management program. The company, which specializes in SharePoint and automation with Nintex, realized that many of its clients still needed an effective and hassle-free solution for process mapping and management. IOZ was also struggling with a large number of processes, some of which they were previously unaware of, and needed a way to streamline and optimize these for better efficiency and profitability.
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Groupe Roullier's Digital Transformation with Nintex K2 Cloud
Groupe Roullier, a global agribusiness conglomerate, faced significant challenges in managing data from its 130-plus subsidiaries, each with its own ERP system. This created a high degree of complexity, particularly when developing group-wide or multi-entity applications. The company needed a solution to reduce this complexity in its application development process. Additionally, the group had to comply with France’s Transparency, Anti-Corruption, and Economic Modernization Act (Sapin II Act), which requires companies with more than 500 employees and annual sales exceeding €100 million to disclose all third parties they work with globally. Automating the approval process meant interfacing the application with different ERPs across the group’s subsidiaries, adding another layer of complexity.
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Twining's Productivity Boost with Nintex K2 Cloud
As Twinings’ global business continued to grow, the company found itself in need of a master data governance system and supplier portal to support its expansion. The traditional IT system Twinings used for Master Data Governance was increasingly out of sync with the company’s burgeoning needs. The system was time-consuming and fragmented, with an overreliance on emails and spreadsheets that made it difficult to maintain a single version of truth, let alone conduct audits. The company wanted to overcome these limitations and more. It aimed to both streamline and expand its solution with automated workflow, digital forms, and integration into its SAP ERP software. Twinings sought a low-cost and low-code solution that its business users could easily use on their own, providing them with more agility than they could get from software that had to be managed via IT staff.
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Boosting Nonprofit Brand with Customized Donor Service: A Case Study on V Foundation
The V Foundation for Cancer Research, a nonprofit organization based in the United States, faced a significant challenge in delivering customized annual letters to its recurring donors. The organization was unable to include custom tables that listed and totaled the annual contributions of these donors. This was a significant issue as these comprehensive year-end statements were highly desired by donors for recordkeeping purposes and for claiming charitable deductions on income tax returns. The existing tools in the Salesforce solution that the V Foundation used did not support this need. Moreover, the organization had a small Donor Services department with only three staffers, making it impractical to manually produce these letters for a large and growing donor base.
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Modernizing Food Production: De Heus's Digital Transformation with Nintex K2 Five
De Heus, a leading feed producer in the Czech and Slovak Republics, faced significant challenges with its accounts payable process. The company lacked a defined system for effective document management and integration with other internally used systems like Integra and ABRA Gen. The process was largely customary, with electronically received invoices being printed and physically circulated for approval, similar to paper invoices. This led to frequent delays in approval, loss of invoices, and damage to De Heus's reputation among suppliers. Data from received invoices were manually transcribed into the ERP, placing increased demands on the accountants' time and attention. Contracts, after being signed, were scanned and stored in a shared drive, leading to issues of traceability and confidentiality. Issued invoices generated from multiple systems lacked a centralized repository, making it difficult to manage and track them.
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Building a Process Culture at Christchurch City Council: An IoT Case Study
Christchurch City Council, a local government body in New Zealand, was undergoing a transformation initiative with a focus on moving to the cloud as part of a modern workplace initiative. The council, with over 2800 staff, provides a wide range of community services, from maintaining local parks to managing water supply. However, the council faced challenges with manual and outdated processes, lack of process documentation, and risk of losing institutional knowledge due to staff turnover. These issues posed a risk to the quality of service delivery and the retention of critical organizational knowledge. The COVID-19 pandemic further accelerated the need for a modern work environment that could adapt to changing working conditions.
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Framework Housing Association Leverages Nintex RPA for Efficient Fundraising
Framework Housing Association, a UK-based charity, supports over 18,000 people annually who are either homeless or at risk of becoming homeless. The charity had set an ambitious goal to raise £3 million in five years to build 200 additional homes and extend its support services through a campaign called Building Better Futures. However, the charity's employees were spending a significant amount of time on repetitive manual tasks, which was hindering their ability to focus on communicating with supporters and organizing fundraising events. They needed a solution that would automate these tasks, freeing up their time to focus on their core mission. Additionally, they were struggling with managing and analyzing the large volume of data related to donations, campaigns, and fundraising events.
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CEZ Group's Transformation with Nintex: A Case Study on Global Business Improvements
CEZ Group, a Czech energy industry giant, was committed to improving business processes across its 40+ companies and business units. The group faced the challenge of streamlining over 3,000 workflows to increase business efficiency, improve health and safety, and comply with fast-changing COVID-19 legislation. A key workflow was a health and safety improvement solution that allowed employees to report safety concerns and suggest measures to address them. This solution was used daily by employees throughout the group. Additionally, when the COVID-19 pandemic emerged in 2020, CEZ Group had to create a new process for collecting and storing COVID-19 test results for over 28,000 employees, to comply with national legislation. The process also helped top management monitor the health condition or vaccination rate of key employees.
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Wawanesa Insurance Enhances Member Experience with Nintex Full-Cycle Automation
Wawanesa Insurance, a leading Canadian mutual company, was grappling with the increasing demand to deliver superior member experiences. The challenge was to enable brokers and employees to spend less time on manual and repetitive tasks and more time delivering value to members. The rapid changes in technology, the rise of Insurtech solutions, and the demand for a better member, broker, and employee experience, especially in a post-COVID world, necessitated innovative solutions. Wawanesa Insurance was continually seeking to improve processes and deliver a better member experience.
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Wyndham's Rapid Onboarding of La Quinta Hotels with Nintex Process Discovery
In 2018, Wyndham Hotels and Resorts acquired the La Quinta brand, adding 900 hotels to its portfolio. The challenge was to rapidly onboard these hotels and train their employees on Wyndham's company-wide procedures, policies, and computer systems. The onboarding process needed to be completed as quickly as possible since these hotels were already operational. Wyndham's franchise model heavily relies on a computerized property management system used by all its hotels to ensure a consistently high-quality customer experience. Therefore, training each hotel's employees to use this system and adhere to company policies and procedures was crucial. However, identifying the right processes to automate for efficient onboarding was a challenge. The conventional, manual approach to finding these processes was time-consuming, expensive, and vulnerable to employee bias.
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LTCG Streamlines Claims Processing with Nintex’s Full-Cycle Automation
Long Term Care Group (LTCG), a leading provider of business process outsourcing for the insurance industry, was facing a significant challenge in managing its day-to-day operations. A large proportion of LTCG’s work was based on handwritten documents such as notes and faxes, which required labor-intensive, manual efforts to process. These tasks were not only repetitive and time-consuming but also prone to human error. Furthermore, LTCG uses a proprietary software solution to interface with corporate insurance clients, adding an extra layer of complexity to the situation. Compatibility with this solution was a key prerequisite for LTCG when adopting new technologies. The company was in dire need of a solution that was straightforward to implement, very reliable, and easy to scale up at a later date.
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Nintex's RPA Solutions Boost Efficiency for Amber Beverage Group
Amber Beverage Group (ABG), a rapidly growing international producer, distributor, exporter, and retailer of beverages, was facing challenges in streamlining work processes for its team of over 2,100 employees. Despite using a comprehensive ERP system, the company found that frequent, cumbersome, manual tasks were still preventing workers from reaching their full potential. For instance, each time an employee created a purchase order within the ERP system, the system would immediately email the employees who were responsible for approving it. This process would frequently disrupt many team members in the office throughout a typical workday, while those traveling abroad would need to open their computers and access a VPN in order to approve a purchase order. The company’s ERP system is divided into 12 different databases due to the variety of languages and regions in which it operates, adding to the complexity of the situation.
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AgriFutures Australia Streamlines Research Grant Process with Nintex Cloud Solution
AgriFutures Australia, a government organization that invests in research and development to sustain and grow rural industries, was facing challenges with its on-premise project management software used to manage the research grant process. The process was manual, time-consuming, and difficult for both staff and research applicants. The situation was further complicated by the 2019 bushfires in Australia, which highlighted the need for a better disaster recovery strategy. The existing platform was hard to develop on, making it difficult to add new enhancements. Additionally, there was a high demand for IT helpdesk support to assist people in submitting applications.
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Blender's Automation Revolution: Accelerating Loan Processes with Nintex
Blender Financial Technologies, a fintech startup based in Israel, aimed to build an automated technology platform devoid of manual work processes. The company, which started in 2014, had the goal of creating a consumer lending platform that was fully integrated, driven by automation, and housed exclusively on the cloud. The challenge was to build an online platform that was efficient, fast, and easy to use, with no manual or offline processes. Being a fintech startup, Blender had the advantage of not having to deal with legacy systems, but the task of creating a platform that was both consumer-friendly and compliant with the regulations of the financial services industry was still a significant challenge.
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