Customer Creation Requests
The project automated customer creation using SharePoint and Nintex, enabling structured data capture, approval workflows, and seamless posting of approved customer records to Oracle.
Client Overview
A leading paint manufacturer operating across the Middle East, Asia, Europe, and Africa, with complex customer onboarding and approval requirements.
Technical Stack
Industry
Aviation & Travel
Region
UAE
Project-size
Non-Disclosable
Company size
Large Scale Company
Implementation Highlights
Automated customer creation using Nintex Forms and Workflows with Oracle integration via SQL stored procedures.
Implemented approval workflows, data validation, and audit tracking to replace manual processes.
Challenges & Solutions
Customer creation requests were handled manually using paper forms and emails, leading to delays, errors, and lack of tracking.
Solution: Implemented a digital Nintex Form integrated with a SharePoint list, enabling users to submit requests online with structured data capture and centralized tracking.
Manual entries often resulted in missing or incorrect customer information, causing rework and approval delays.
Solution: Added mandatory fields, validations, and conditional logic in Nintex Forms to ensure accurate and complete data before submission.
Users had no clear visibility into approval status, and follow-ups were time-consuming.
Solution: Designed a multi-level approval workflow in Nintex with status tracking and automated email notifications at each approval stage.
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 customer creation turnaround time through end-to-end automation
- Improved data accuracy and consistency before posting to Oracle
- Enhanced transparency and auditability with approval tracking
- Eliminated manual paperwork with a paperless approval process
- Enabled seamless integration with Oracle ERP via automated posting
Key Learnings & Achievement
- Successfully integrated SharePoint workflows with Oracle using SQL stored procedures and APIs
- Improved understanding of approval hierarchy design and exception handling
- Delivered a scalable and user-friendly solution aligned with business requirements
- Achieved measurable efficiency gains by replacing manual customer creation processes
- 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.
