Automation of client and project data
With the new solution built on K2 and integrated with Microsoft Dynamics CRM and SharePoint, whenever a new contract is won, relevant client and project information is automatically retrieved from the CRM. Tasks are then distributed to HR/ Payroll, the ERP Manager and Finance. The system coordinates tasks within the workflow and notifies the entire organization once the project is initiated. This solution has increased the consistency and efficiency of project set-up within our ERP system. The improved communication between service and support functions has enabled them to be more responsive to the new project requirements.
The integration of SSRS with K2 streamlined workflows provides greater transparency to registers of Gifts and Entertainment, Conflicts of Interest and Community Sponsorship. Although relatively simple, these three solutions provide total visibility in support of our ‘Operating with Integrity’ policy and provide an easy mechanism for employees to comply with the disclosure and approval requirements of that policy.
After automating these and additional workflows with K2, Golding is now able to control workflow inputs, produce insightful process data, and test processes to make sure they are consistent and effective. Also, by removing the need to print, sign, scan and send paper forms, Golding has made considerable efficiency gains and increased transparency across their processes. This has allowed Golding, after consideration, to reduce approval steps in many processes without a practical loss of control − making processes work faster.