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Case Study

Streamlining Workflow Management by Migrating from InfoPath to Nintex

No of Users

500+

Project Duration

3+ Months

About Client

The client is a prominent mortgage provider managing loan securitization and risk portfolios. With a substantial market presence, they process vast amounts of data daily to deliver services like risk management, financial reporting, and compliance monitoring.

Technology and Services

Microsoft SharePoint Server 2013, Windows PowerShell, SharePoint Designer 2013, InfoPath Designer 2013, Nintex Forms 2013, Nintex Workflows 2013

Industries

Mortgage – Real Estate

“The HexaCorp team successfully migrated our InfoPath forms and Designer workflows to Nintex Forms and Workflows, which was evident from the start. We now have a future-proof solution that enhances our efficiency and user experience.”

– Applications Manager, Freddie Mac

75%

Improved User Experience

65%

Increased Efficiency

Project Synopsis

  1. Migrate existing InfoPath forms and Designer workflows to Nintex Forms and Workflows.
  2. Plan and retire InfoPath forms and workflows from site collections.
  3. Install and upgrade Nintex products across the client’s site collections.
  4. Automate migration tasks using PowerShell scripts.

The Challenge

  • Legacy systems with numerous InfoPath forms and Designer workflows.
  • Complex migration requiring careful planning and execution.
  • Need for product installation and upgrades.
  • Requirement to automate migration tasks to reduce manual effort.

The Solution

  • Transformed InfoPath forms and Designer workflows to Nintex Forms and Workflows.
  • Developed a comprehensive plan to retire InfoPath forms and workflows.
  • Installed and upgraded Nintex products across site collections.
  • Automated migration tasks with PowerShell scripts.

The Result

  • Enhanced workflow management with a more powerful and flexible system.
  • Adoption of a future-proof solution actively supported and improved.
  • Increased efficiency through automation of migration tasks.
  • Improved user experience with a more intuitive interface.
  • Seamless transition with minimal disruption to operations.

Get in touch with HexaCorp

Contact us by mentioning your specific requirements in the form. We extremely value your time and dedication, we will reach out to you at the earliest possible.









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