Credit Application and Amendment Requests
Digital transformation of the customer credit amendment process using SharePoint, enabling online submission, approval, and automated credit updates in Oracle EBS ERP.
Client Overview
A UAE-based property management company managing commercial and residential properties across multiple emirates.
Technical Stack
Industry
Real Estate, Chemicals, Healthcare, Hospitality, Oil & Gas
Region
UAE
Project-size
Non-Disclosable
Company size
Large Scale Company
Implementation Highlights
Developed Nintex Forms integrated with backend database to fetch existing customer master data in real time.
Used SQL stored procedures / web service calls to retrieve and validate customer credit information.
Designed Nintex Workflows with configurable multi-level approval hierarchy based on business rules.
Implemented conditional logic and validation rules to ensure accurate credit limit and payment term updates.
Integrated workflow with Oracle ERP using web services/API for secure posting of approved data.
Optimized workflow performance to reduce approval cycle time and system dependency on manual processes.
Challenges & Solutions
Fetching accurate and real-time customer data from the database into the Nintex form.
Solution: Implemented secure database integration using stored procedures to retrieve validated customer data dynamically.
Ensuring correct approvals and preventing unauthorized credit limit changes.
Solution: Designed a multi-level, role-based approval workflow with conditional logic and validations in Nintex.
Handling integration failures while posting approved data to Oracle ERP.
Solution: Implemented error handling, logging, and retry mechanisms to ensure data integrity and traceability.
1000+ Projects Experienced
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8+
Years of Business
Experience
100+
Happy
Customers
15+
Countries with
Happy Customers
100+
Agile enabled
employees
Results & Impact
- Reduced turnaround time for customer credit limit and payment term updates by automating the end-to-end approval process.
- Eliminated manual paperwork, enabling a fully paperless and standardized workflow.
- Increased operational efficiency for finance and sales teams by minimizing manual intervention and rework.
- Improved data accuracy and compliance through validations, role-based approvals, and audit trails.
- Enhanced visibility and tracking of requests across all approval stages.
Key Learnings & Achievement
- Strengthened skills in system integration between Nintex, databases, and Oracle ERP.
- Developed a strong understanding of approval workflows, role-based access, and compliance requirements.
- Improved problem-solving skills by handling integration errors, validations, and exception scenarios.
- Successfully delivered a scalable and paperless solution aligned with business requirements.
- The solution has been thoroughly documented and maintained as a well-structured reference framework, enabling organizations to easily review, comprehend, and replicate the implementation approach with confidence. This establishes the solution as a validated and dependable model while strengthening trust and motivating prospective organizations to engage with us.
