行业基金服务通过 Nintex 简化入职流程
适用行业
- 设备与机械
- 金融与保险
适用功能
- 产品研发
- 销售与市场营销
用例
- 库存管理
- 人员跟踪与监控
服务
- 云规划/设计/实施服务
- 系统集成
关于客户
Industry Fund Services (IFS) 是澳大利亚领先的专业金融产品、建议和行业解决方案以及其他“会员皆受益”超级基金以及其他金融产品和服务的提供商之一。该集团在专注于养老金和金融服务的同时，还处理财务规划和辅助规划、业务支持、收藏和非养老金投资产品。 IFS 的总部位于墨尔本，但该集团还在澳大利亚各地拥有一批主要的财务规划人员。
挑战
Industry Fund Services (IFS) 是一家领先的澳大利亚财富管理公司，在改进新员工和客户互动的 IT 和生产流程方面面临着挑战。该公司正在处理重复的流程，并正在寻找一种快速有效地让新员工入职的方法。该公司还需要增加员工和客户的参与度，以保持其竞争优势。由于 IFS 的员工遍布澳大利亚各地，因此需要处理复杂的安全问题。该公司在其他公司的 SharePoint 系统配置不佳方面有着糟糕的记录，这隐藏了一些程序最有用的特性和功能。这导致一些 IFS 员工对 SharePoint 解决方案的实施表示担忧。
解决方案
IFS 求助于位于墨尔本的 Evolve Information Services，该服务推荐了 Nintex，并解释了它将如何很好地集成到公司现有的 SharePoint 环境中。借助 Nintex Workflow 和 Microsoft SharePoint，IFS 能够改善协作、沟通、工作效率和数据管理，真正集中 IFS 信息源，同时允许远离总部的员工实时访问相同的数据。该公司创建了一个欢迎门户，供新员工在第一天开始工作之前进行入职培训。该门户提供有关福利的信息，并收集人力资源人员所需的银行信息，以确保新员工快速添加到工资系统中。通过使用 Nintex Workflow 和 Nintex Forms，系统会提醒 IT 员工新入门者的设备和软件需求。
运营影响
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