Nintex Process Automation

Problem Statement

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

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.

The process automation improved the productivity and efficiency atleast by 25% and reduced manual follow up and tracking
Overall improvement in customer experience