iCap Equity's Growth and Efficiency Boost with Nintex Workflow Cloud

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iCap Equity, a Pacific Northwest equity firm, was facing challenges with manual processes and disparate content platforms that were slowing down their field project managers during site inspections. The firm was dealing with 40-50 active projects each month, with site inspection reports and images being captured on tablets. These reports were then uploaded to Box for organizational visibility. However, the same data had to be copied into Microsoft Dynamics CRM for the executive leadership team to monitor investments. This dependence on multiple disparate systems was a significant obstacle, preventing the firm from fully leveraging the benefits of digital business. The manual processes were not only time-consuming but also made it challenging to carefully monitor critical real estate development projects.

iCap Equity is an equity and construction firm based in the United States. The firm is focused on equity investments for real estate development and construction. Positioned for strong growth, iCap Equity is technology-savvy and innovation-minded, equipping its people with cloud-based tools like Box, Office 365, and Microsoft Dynamics CRM. The firm manages 40-50 active projects each month, with site inspection reports and images being captured on tablets. These reports are then uploaded to Box for organizational visibility and copied into Microsoft Dynamics CRM for the executive leadership team to monitor investments.

To overcome these challenges, iCap Equity partnered with Provoke Solutions to develop a solution using Nintex Workflow Cloud. This solution aimed to automate the cross-platform management of site inspection reports via mobile devices, Box, and Microsoft Dynamics CRM. Nintex Workflow Cloud emerged as the optimal choice to build an intuitive and intelligent workflow solution that emphasized efficiency and enabled repeatability. An integration with Progressive Web App allowed the project manager to capture site inspection reports and attach images and documents. Once the form was completed and submitted, Nintex Workflow Cloud took charge of the next steps. It recognized meta-data, so if a document was labeled field inspection, it was automatically uploaded to the field inspection folder in Box and Microsoft Dynamics CRM. Team members received an email notification alerting them to available reports. This solution allowed iCap Equity to take control of workflow challenges from end-to-end without so much as a tap on a mobile device.

• The implementation of Nintex Workflow Cloud has brought about significant operational improvements for iCap Equity. The automation of cross-platform management of site inspection reports has eliminated the need for manual processes, thereby saving time and improving efficiency. The solution has also enabled the firm to fully leverage the benefits of digital business, overcoming the obstacle of dependence on multiple disparate systems. The integration with Progressive Web App and the automatic uploading of documents based on meta-data have streamlined the process of capturing and sharing site inspection reports. This has not only made it easier for team members to access reports but has also improved the accuracy and speed of data delivery, leading to more agile project management and better business outcomes.

• Cut by 50% the time required to manage and share site inspection data throughout the organization
• Delivered accurate data more quickly for agile project management and better business outcomes
• Enabled the business to grow and scale at iCap Equity’s preferred pace