Solar Energy Company Streamlines Workflow with Nintex for Faster Construction Management
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
About The 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.
The 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.
The 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.
Operational Impact
Quantitative Benefit
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