Nintex AssureSign Integration with Salesforce - Case Study
 
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Nintex AssureSign Integration with Salesforce

Introduction

Industry

Pharmaceutical

Products

Sales Cloud

Capabilities

Build and Implement

Our client is a UK-based pharmaceutical company that produces, markets, and packages pharmaceutical drugs and medicines. The entire process of procuring the raw material, manufacturing the drugs, packaging, and delivery involves approvals at multiple stages that were manually managed on paper, resulting in a long paper trail and making it complex and tedious at the same time adding extra costs to the company. Their main aim is to make the processes cost-effective, simple, and efficient.

Project Challenges

They were facing the challenges in:

  • Multiple approvals required: The client manufactures in batches, and throughout one cycle, the process is reviewed and approved by different approvers to verify that the manufacturing is proceeding smoothly. They used to maintain the batch-processing records on paper and in spreadsheets, which was a time-consuming task to get approved. This slowed down the manufacturing process.
  • Difficulty in managing multiple documents: At every stage of manufacturing, they generate multiple documents. As a result, once the manufacturing process is completed, 8-10 documents are prepared, making it difficult to track the process and keep physical records.
  • Approval from various Geolocations: Currently the approver has to be physically present at the manufacturing location to approve the process and documentation, but they have multiple offices all over the country and want to get approval from people not located at the production facility. 
  • Document Safety and Security: Every process was managed on physical papers and it was difficult to keep the documents safe and secure. Also, It required a huge space to store documents in physical form and keep them safe.
  • Time consuming: The approval process was a really time-consuming process, as they physically transfer documents from one department to another, which creates a delay in process completion. Also, progress cannot be tracked in such a systematic way, making it difficult to follow. 
Image of Case Study Challenges

Project Challenges

Image of Case Study Challenges

They were facing the challenges in:

  • Multiple approvals required: The client manufactures in batches, and throughout one cycle, the process is reviewed and approved by different approvers to verify that the manufacturing is proceeding smoothly. They used to maintain the batch-processing records on paper and in spreadsheets, which was a time-consuming task to get approved. This slowed down the manufacturing process.
  • Difficulty in managing multiple documents: At every stage of manufacturing, they generate multiple documents. As a result, once the manufacturing process is completed, 8-10 documents are prepared, making it difficult to track the process and keep physical records.
  • Approval from various Geolocations: Currently the approver has to be physically present at the manufacturing location to approve the process and documentation, but they have multiple offices all over the country and want to get approval from people not located at the production facility. 
  • Document Safety and Security: Every process was managed on physical papers and it was difficult to keep the documents safe and secure. Also, It required a huge space to store documents in physical form and keep them safe.
  • Time consuming: The approval process was a really time-consuming process, as they physically transfer documents from one department to another, which creates a delay in process completion. Also, progress cannot be tracked in such a systematic way, making it difficult to follow. 
Image of Case Study Solution

Project Solutions

We implemented the following solution to overcome the above challenges for our client:

  • Managed Approval Process: To solve this problem we installed Nintex Drawloop Docgen and Nintex AssureSign app exchange applications to their Salesforce system.We created multiple document packages/templates for the documents   and used Assuresign to send the document for approval to the approver via email and get theirsignatures using Nintex AssureSign.
VIEW COMPLETE SOLUTION

Project Solutions

We implemented the following solution to overcome the above challenges for our client:

  • Managed Approval Process: To solve this problem we installed Nintex Drawloop Docgen and Nintex AssureSign app exchange applications to their Salesforce system.We created multiple document packages/templates for the documents   and used Assuresign to send the document for approval to the approver via email and get theirsignatures using Nintex AssureSign.
VIEW COMPLETE SOLUTION

Project Result

Witness the increase in productivity and reduction in time upon successful delivery of the project.

The speed of the production process increased by

45%

The approval process became more convenient and faster by

60%

Reduced expenses and manual efforts by

40%


Client Review

Entire Work Process Become Simplified

We are grateful to Cyntexa for providing the best solution where our work process becomes simplified and saves time. We seamlessly manage the document and get approvals from people who reside at multiple locations, using Nintex workflow, and AssureSign can immediately track the current status.

star star star star star

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