Case Study

Automation of Financial Data Processing for Leading Pharma

No of Users

10,000+

Project Duration

9 Months

About Client

Leading Pharma Company

The client is a Canadian multinational specialty pharmaceutical company based in Laval, Quebec. They excel in developing, manufacturing, and marketing pharmaceutical products. Their offerings include:

  • Cutting-edge pharmaceutical development
  • Advanced manufacturing of pharmaceutical drugs
  • Comprehensive marketing strategies for pharmaceutical products
  • Being recognized as one of the most valuable companies in Canada for pharmaceutical manufacturing
  • And much more

Technology and Services

SharePoint 2010, InfoPath, Nintex, Microsoft .NET, Power Apps, Power BI

Industries

Pharma

I am impressed by the quality of services I received from Hexacorp. They were innovative, professional and delivered items well before time. Our organization has increased its revenue because of the invaluable services offered by HexaCorp.

– General Manager

Project Synopsis

HexaCorp took on the task of assisting the Pharma company streamline the approval and collecting of monthly finance compliance data. We provided the client with effective data management and business continuity by designing browser-based forms, utilising SharePoint and Nintex workflows, and building custom web services.

The Challenge

The client’s critical challenges and problem statements are:
  • Relying on Excel files for the Sales team’s monthly finance compliance data, with approvals managed via emails.
  • The existing procedure was complex and lacked centralized data access.
  • Sales managers were required to fill out forms each month, necessitating multiple levels of approval depending on discount and payment terms.

The Solution

HexaCorp has offered the following in order to successfully handle the problems:
  • Development of Web-Based Forms: Created browser-accessible forms using InfoPath to simplify the collection process for monthly finance compliance data from the Sales team.
  • SharePoint Integration for Centralized Data: Stored all collected data on a SharePoint site to provide a unified and accessible repository.
  • Automation of Approval Workflows: Developed Nintex workflows to automate the multi-level approval process, reducing manual intervention and errors.
  • Custom Web Services: Implemented custom web services to retrieve user details from Active Directory, ensuring accurate and secure data handling.

The Result

  • Streamlined Data Collection and Approval: The automated finance process significantly reduced the time required for data collection and approval.
  • Centralized Financial Data: The use of SharePoint for data storage facilitated better compliance and data management.
  • Enhanced User Management: Robust web services ensured efficient access to user details from Active Directory.
  • Efficient Approval Process: The implementation of automated Nintex workflows streamlined the form approval process, making it more seamless and reliable.

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