技术
- 应用基础设施与中间件 - 数据交换与集成
- 应用基础设施与中间件 - 中间件、SDK 和库
适用行业
- 电网
- 可再生能源
适用功能
- 人力资源
- 采购
用例
- 施工管理
- 人员跟踪与监控
服务
- 系统集成
- 培训
关于客户
该客户是一家位于美国的领先太阳能系统制造商。该公司参与太阳能系统建设,随时拥有约 500 个活跃项目。该团队由项目经理、采购人员、买家、承包商和其他需要访问和转发项目信息和批准以保持项目进展的成员组成。该公司之前使用的项目管理软件被证明既昂贵又不足,促使他们寻求更高效、更具成本效益的解决方案。
挑战
一家领先的太阳能系统制造商正在努力应对以更低的成本更有效地管理其商业项目的挑战。该公司在任何特定时间都有大约 500 个活跃项目,涉及项目经理、采购人员、买家、承包商和其他团队成员。事实证明,他们使用的项目管理软件既太昂贵又不够充分。高昂的许可成本是一种负担,而且该软件未能将其工作流程与公司内部平台中的其他重要应用程序(例如 Salesforce、Box 和 Qlik Sense)集成。这种缺乏整合导致效率低下并阻碍了项目的顺利进展。
解决方案
该公司采用了 Nintex Workflow Cloud,它与已经使用的其他工具无缝集成,包括 Salesforce、Box 和 Qlik Sense。这种广泛的集成至关重要,因为它允许业务用户继续工作而无需访问单独的 Nintex 环境,从而最大限度地减少变更、风险和额外培训的需要。该公司使用 Nintex Forms 执行各种任务,从启动客户项目到采购行动、征求建议书、获得风险保险以及实施材料变更单。自动化工作流程将从项目团队成员通过公司的 Salesforce 控制台访问 Nintex 表单开始。然后,与 Salesforce 和 Box 的集成将自动分配项目编号,提取相关团队成员的姓名,与新的职位编号和项目保持一致,并将项目表单存储在存储库中的相应位置。然后,Nintex 将直接在 Salesforce 控制台中并通过电子邮件通知向团队成员通知项目任务。
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