Context
- A centralized platform for efficient letter registration and approval processes within the organization.
- Structured data management for easy retrieval and organization.
- Â Enhanced organizational efficiency through automation.
- Ensure compliance and traceability with a structured record-keeping system.
Challenge(s)
- Manual record management difficulties to track and organize records across different departments and subsidiaries.
- Time-consuming and error-prone manual processes.
- Inability to access real-time data on letter record status.
- No existing digital process for managing letter records.
Approach
- SharePoint On Premises platform for storing all letter records.
- Nintex forms for filling the letter record information.
- Nintex workflow for notifications.
- SQL audit logs for the application.
Outcome
- Centralized repository and welldefined metadata.
- Key Metadata Fields – Division, Company, Delivery & Recipient Name, etc. ensures standardized and organized record-keeping.
- Nintex form and workflow for digitization for the manual record keeping process.
- Logging the changes for the records for auditing purpose.
Engagement coverage and highlights
- Project charter creation and approval
- OKR creation and approval
- KR creation in Project for the Web
- Squad creation
- Ticket creation – single and bulk
- Epic creation
- Sprint creation
- Stand up meeting scheduling, rescheduling &
cancellation - Attendance tracking
- Project Charter revision
- Announcement
- Data Snapshot
- Automating the Process hygiene, Process quality
& OKR scoring calculation - Workflows for approvals, notifications
- Stakeholders – reports and dashboards
- Automating the Process hygiene, Process quality
Timeline
Solution discovery & Envisioning
3 Days
Implementation
12 Days
User adoption
7 Days
Maintenance & updates, support
2 Weeks
90%+
Accuracy for record keeping
>1min
Notifications for the records
80%+
Reduced manual work
Featured technologies
