Nintex Process Automation
- Drivers have to fill 6 forms- Authorization, Ackowledgement, Receipt of Drug and Alcohol Policy, Background Investigation, FMCSA D&A, Limited Consent for business
- Drivers who have to review and acknowledge the forms have to be notified to complete the
- Completed forms needs to be consolidated as a PDF document and sent to third party for validation and further processing
Solution
- Drivers who need to fill the forms are identified and notified through mobile notifications to complete the forms
- Nintex forms are developed where drivers fill in their primary information like FLID and SSN in the mobile
- After the entered information is validated , form is prefilled with driver’s information from
- Tasks are assigned to the drivers to review and sign the
- For each form a task is assigned , for the drivers to review the form and
- When they complete each form, PDF is generated for each form , which contains the completed form of the driver with the date and
- Task Reminders are sent to drivers ,if they haven’t completed the
- After completion of forms, the signed forms are combined as PDF and sent to third party for business needs
- Reports of drivers who did not complete the forms are captured and sent to leadership.
Impact
- The process automation improved the productivity and efficiency atleast by 25% and reduced manual follow up and tracking
- Overall improvement in customer experience