金融服务数字化转型：工作流程自动化案例研究
技术
- 网络安全和隐私 - 安全合规
- 平台即服务 (PaaS) - 应用开发平台
适用行业
- 水泥
- 造纸
适用功能
- 质量保证
用例
- 库存管理
- 租赁金融自动化
关于客户
该客户是一家总部位于波士顿的金融服务公司，拥有 250 多名员工。它作为投资/保险集团内的独立实体运营，拥有自己的数据中心、网络和 IT 基础设施。首席技术工程师负责管理企业架构、SharePoint 环境等，包括组织对 Nintex 平台的使用。该公司为客户和员工创造支持性、吸引力和动态的体验而感到自豪。它已经在使用 SharePoint 来存储信息，但正在寻找优化其手动和纸质内部流程的方法。
挑战
一家总部位于波士顿的金融服务公司正在努力应对低效且不安全的手动和纸质内部流程。这些流程包括管理工作流程任务，例如休假和在家工作请求、内部文档和日历安排。该公司已经在使用 SharePoint 来存储信息，但仍然依赖纸质表单来处理许多请求，这些请求是通过电子邮件、Excel 和实际交付进行手动管理的。这意味着请求必须先写在纸质表格上并交付给相关同事，然后再手动输入到 SharePoint 中。该公司寻求通过利用工作流程自动化来优化这些流程。
解决方案
该公司采用 Nintex for SharePoint 来自动化一系列任务，包括文档审批、日历安排、入职和构建轻量级目录。自动化从灵活工作、休假和假期请求的简单批准开始，后来转移到文档批准和日历管理系统。通过自动化，以前复杂的任务（例如用户登录、活动目录配置和用户帐户管理）可以比以前更快地完成。 Nintex 帮助该公司从纸质文档管理转向使用电子文档和完善的文档审批流程管理资产数据的数字方法。 Nintex 自动化的更复杂流程之一是合规报告，这是一个耗时的流程，现在可以实现自动化，从而使员工能够专注于其他增值任务。
运营影响
数量效益
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