Transforming Workflow for Complete Visibility: A Case Study on Lewis Management Corp.

• Finance & Insurance
• Retail

• Procurement

• Inventory Management
• Time Sensitive Networking

• System Integration

Lewis Management Corp., a privately owned business since 1955, had been struggling with tracking their business processes with complete visibility. The company, which focuses on land acquisition, land development, planned communities, and property management, was dealing with time-sensitive, paper-driven processes that were difficult to track. Despite efforts to reduce paper consumption in 2008, the remaining paper processes still caused bottlenecks. Additionally, the company faced challenges with forms submitted via their Intranet. These electronic forms were submitted without any automated workflow, leading to manual distribution to different departments for completion. This manual process made it impossible to ensure that forms were filled out correctly, there was no mechanism to assign tasks, and the submitted forms could easily be overlooked or lost.

Lewis Management Corp. is a privately owned business that has been operational since 1955. In 1999, the Lewis family sold a portion of its business, Lewis Homes, to Kaufman and Broad (KB Home), creating the largest homebuilder in the United States at the time. The company currently focuses on land acquisition, land development, planned communities, and property management covering apartments, retail, and office/industrial. The company had been struggling with tracking their business processes with complete visibility, particularly with their time-sensitive, paper-driven processes and forms submitted via their Intranet.

To overcome these challenges, Lewis Management chose Integrify to transform their workflow. The decision was based on Integrify's intuitiveness, capabilities, and extensibility to interact with databases or 3rd party systems. The ease of use for both end users and administrators was another reason for choosing Integrify. The company worked with Integrify’s Customer Success team to onboard and train the administrators on using Integrify. They then collaborated with the Integrify Services team to build out their first processes during the implementation stage. Lewis Management has since built a vendor onboarding request workflow that adds vendors to a JDE accounting system, involving accounts payable and insurance as review desks. They also created a Preliminary Notice request workflow to ensure that sub-contractors are getting paid for the projects they’ve completed.

• The implementation of Integrify has significantly transformed the way Lewis Management operates. The company now has complete visibility of their processes that were once paper-based or through a static electronic form. The process data has been particularly helpful to the accounting department as they can see statuses and confirm that requests are being handled appropriately. The company now has better visibility to what, when, and where requests are at any time, reducing the amount of time in resolving and approving requests. The success of the system has led to discussions about the next project plans, which will involve the legal and HR departments.

• At the beginning of 2022, there were approximately 300 requests that had not been approved. Using Integrify’s dashboards and reporting capabilities, they could reduce the number of outstanding requests to less than 30.

• The company has built multiple workflows since becoming an Integrify customer in 2021.