Process automation at the Bell Food Group with Nintex Workflow & Forms in SharePoint

Within the Bell Food Group's existing SharePoint environment, a number of processes have been implemented in recent years that cover a wide variety of use cases. In addition, new requirements have been implemented in new or existing workflows. Some of the use cases or solutions are listed below:

• Invoicing using templates:
  Employees can submit invoices or enter credit notes. These invoices are checked for plausibility via an approval process. The accounting department can automatically create digital, bundled invoices from these manually submitted invoices and file and print them with the receipts. Other requirements that have been implemented in this solution are
  • • Account assignment using predefined business cases
    • Automatic calculation of totals and VAT
    • Automatic translation / invoice creation in several languages

• Procurement:
  Support for Bell Food Group internal procurement by setting up procurement requests (various SharePoint lists with own Nintex Forms) as well as automating the process and integrating the purchasing department to check the requests.

• Management of pending tasks:
  This solution enables employees to manage their pending tasks. With the help of workflows, the responsible employees and supporters can meet the desired deadlines for completion. Various e-mails are sent and process steps are processed automatically (for example, a new deadline is requested or approved).

• Further use cases:
  • Reminder function for the publication of quality and product documents prior to launch.
  • Collection of user data: Personal data such as telephone, e-mail address can be recorded and managed via a user-friendly form
  • Processing, selection and transfer of relevant customer data (SAP master data)