Local and Travel Expense Claim
Digitized the local and travel expense claim process on SharePoint with nintex form and automated nintex approvals, and faster, error-free reimbursements, improving transparency and efficiency.
Client Overview
A UAE-based well-established Cooperate house with more than 10 group companies in Technology, Oil & Gas, Pharmaceuticals, Manufacturing, Distribution, Hospitality, Healthcare, and Consumer Services.
Technical Stack
Industry
Healthcare
Region
UAE, UK, KSA, Canada, Singapore, South Africa, Egypt
Project-size
Non-Disclosable
Company size
Large scale company
Implementation Highlights
The project implemented a SharePoint-based system for local and travel expense claims, enabling employees to submit claims with supportive documents. Automated approval workflows were configured based on predefined rules and hierarchies. Role-based access and audit trails ensured transparency.
Challenges & Solutions
The organization faced challenges with scattered information, manual processes, and limited user adoption.
Solution:These were addressed by implementing a centralized SharePoint Online intranet with intuitive navigation, standardized layouts, digitized workflows, and role-based access, resulting in improved usability, security, and efficiency.
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
- The SharePoint-based expense claim system streamlined the submission and approval process, reducing processing time and manual effort. It improved data accuracy, enhanced transparency with audit trails, and increased user adoption, leading to faster reimbursements and greater operational efficiency across the organization.
Key Learnings & Acheivement
- Early stakeholder engagement and well-defined workflow design are critical for successful automation. Simplified user interfaces and role-based access drive higher user adoption, while leveraging SharePoint capabilities improves efficiency, accuracy, and transparency across business processes.
- The solution has been documented and maintained as a structured data library and reference framework, allowing other organizations to review, follow, and replicate the implementation approach. This positions the solution as a proven model, builds trust, and encourages prospective companies to engage with us.
