Objective:
A global leader in the consumer products industry aimed to transform the way internal project requests were submitted and approved. The goal was to replace a manual, paper-based process with a digital solution that would streamline submission, automate routing to the right approvers, and deliver faster, more transparent approvals across departments.
Challenges:
- Manual tracking of project requests led to frequent delays and inconsistent follow-ups.
- Lack of visibility into request status created frustration among stakeholders.
- No centralized repository for project request data, making reporting and accountability difficult.
- Approvals were often stalled due to unclear routing and dependencies on email chains.
- Processing times were unpredictable, impacting project planning and execution.
Solution:
To address these issues, we built a robust, user-friendly automation solution using the Nintex platform:
- Intuitive Request Submission: Developed a Nintex form to make submitting project requests simple and standardized.
- Automated Approval Workflow: Configured Nintex Workflow to route submissions dynamically to designated approvers based on project type, site, and department.
- Backend Data Management: Created SharePoint lists (Sites, Departments, Approvers) to power dynamic lookups and maintain accurate routing rules.
- Real-Time Notifications: Set up automated email alerts to inform users of status updates and approvals.
- Centralized Records: Ensured all requests and approvals were logged in SharePoint for complete traceability.
Implementation:
- Conducted discovery sessions with process owners to map out the current workflow and approval hierarchy.
- Designed a responsive Nintex form tailored to capture all essential project request data.
- Built a configurable Nintex Workflow to automate routing, escalation, and notifications.
- Developed backend SharePoint lists for data integrity and dynamic form population.
- Tested the solution end-to-end with stakeholders to validate functionality and user experience.
- Provided training and support materials to drive adoption across teams.
Results:
- 75% faster processing time for project request submissions and approvals.
- Eliminated manual tracking, reducing administrative workload and follow-ups.
- Increased transparency with real-time status visibility for requestors and approvers.
- Enhanced accountability through centralized, audit-ready records.
- Improved employee satisfaction with a predictable, streamlined process.
Tired of chasing project approvals with outdated processes?
Let’s build an automated, transparent workflow that keeps your projects moving forward.
Contact us today for a free consultation on transforming your approvals.