Client:
Spanish multinational company specializing in the pharmaceutical and hospital sector with biopharmaceutical and healthcare solutions.
Objective:
To have a new tool for the management of the company’s Travel and Events, taking advantage of the solutions of the corporate M365 platform.
Solution:
Microsoft SharePoint Online / Nintex Automation Cloud / Power BI / SQL database (annex for report)
Use case “Automation of travel and event management”
Automation of the process of managing travel and event requests for all users of a multinational company
An international Spanish company with a team of thousands of people spread across its different centres around the world and with the need to carry out a large number of trips and events throughout the year, needed to have a tool that would allow it to manage the large volume of requests efficiently and easily.
Use case “Automation of travel and event management”
Client:
Spanish multinational company specializing in the pharmaceutical and hospital sector with biopharmaceutical and healthcare solutions.
Objective:
To have a new tool for the management of the company’s Travel and Events, taking advantage of the solutions of the corporate M365 platform.
Solution:
Microsoft SharePoint Online / Nintex Automation Cloud / Power BI / SQL database (annex for report)
Automation of the process of managing travel and event requests for all users of a multinational company
An international Spanish company with a team of thousands of people spread across its different centres around the world and with the need to carry out a large number of trips and events throughout the year, needed to have a tool that would allow it to manage the large volume of requests efficiently and easily.
Their need
- The new tool had to support 45,000 travel requests per year from more than 1,000 users
- Event requests had to be managed as well, around 750 per year
- Provide 24-hour support and be accessible from anywhere in the world
Solution
The proposed technical solution for the creation of the tool for travel and event management, which includes the activities of analysis, design, construction and implementation, is based on the following points:
- Usability: Ensure that the final solution for each requirement is usable and easy to use for the non-technical user.
- Simplicity: Maximize the use of the solutions and features that SharePoint offers us by default.
- Robustness: Provide a robust solution that is easily implemented and scalable.
- Maintenance: Minimize as much as possible the maintenance tasks that are carried out later, whether corrective and/or evolutionary maintenance.
- Satisfaction: Choose the technical alternative that will provide greater satisfaction to our client in the medium/long term, considering all the points mentioned above.
- Scalability: Have a flexible portal that has the capacity to be expanded in terms of data volume with minimal impact on the initial design.
The proposed technological platform for the new tool is Microsoft SharePoint Online together with Nintex Automation Cloud and Power BI for the preparation and visualization of the reports of the new information system.
How does the travel request tool work?
The person who requests the trip does so through the company’s own travel reservation application, this request is entered into the travel and event management tool developed by NexTReT and the flow of approvals begins both at the hierarchical and committee level, itinerary creation, sending of automatic emails and notifications and generation of reports.
Benefits
- Time savings in managing travel and event requests
- Automation of tasks and notifications
- Integration with third-party systems
- Centralization of all information and control of the status of travel and events.
- Analysis of data and generation of reports for management.
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