Context
- A centralized platform for storing, managing, and approving vital records within the organization, ensuring consistency and accessibility.
- Structured data management for record creation, updates, and approvals reducing manual effort and enhancing operational efficiency.
- Built-in audit logs track all record-related transactions, ensuring accountability and regulatory compliance.
- Leverages SharePoint’s capabilities to provide secure document management.
Challenge(s)
- Difficulty in manual tracking and organizing records across multiple departments and subsidiaries.
- Time-consuming, inefficient approval and update process.
- Difficulty in tracking record history.
- Security risk in document sharing.
Approach
- SharePoint On-Premises platform for storing all records.
- Nintex forms for filling in the record information.
- Nintex workflow for notifications and approval of different types of requests e. New Requests, Access Requests.
- SQL audit logs for the application.
Outcome
- Centralized repository with well- defined metadata.
- Automated approval and version control.
- Enhanced security with access
- Improved Operational Efficiency.
- Logging the changes for the records for auditing purposes.
“For company, the integration of a comprehensive ESG strategy has transformed our sustainability practices, enabling improved environmental performance, stronger governance, and increased social impact—driving long-term value and aligning with global sustainability standards!”
–Roushan Ranjan,
Engagement coverage and highlights
Unified dashboard access- Users can view and manage records through a centralized interface.
Automation &workflow-Implementation of Nintex Forms for record creation and Nintex Workflows for notifications and approvals.
Role-Based functionality- Defined roles for End-Users, Initiators, Document Owners, Divisions, RM Specialists, and Approvers, ensuring structured access and responsibilities
Enhanced tracking & security- SQL audit logs for monitoring record changes and role- based access control for secure data management.
Data export & accessibility-Development of export-to-Excel functionality for seamless data retrieval from the dashboard.
Timeline
2 week
5 Weeks
1 Week
2 Weeks
85%
Approval Process Optimization
90%
Record Retrieval Efficiency
80%
Reduction in Manual Errors
100%
Compliance Adherence
Featured technologies
