Automation of Financial Data Processing for Leading Pharma


  • SharePoint 2010
  • InfoPath
  • Nintex



Leading Pharma Company

Team Size

10,000+ Users


9 months

“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

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The client is a Canadian multinational specialty pharmaceutical company based in Laval, Quebec, Canada. It develops, manufactures and markets pharmaceutical products. The client is one of the most valuable company in Canada for manufacturing pharmaceutical drugs.

The Challenge

  • The Pharma firm was collecting monthly finance compliance data from Sales team in excel files and approvals were done via emails.
  • The process was complicated and centralized data was not available.
  • Sales managers should fill up the forms every month and based on the discount and payment terms the form should be sent to multiple level of approvers.

The Solution

HexaCorp has offered the following in order to successfully handle the problems,

  • HexaCorp developed a set of browser-based forms to collect monthly finance compliance data from Sales Team.
  • InfoPath was used to design the form and the forms were made accessible from browser.
  • Data was stored with SharePoint site and Nintex workflows were developed to automate the approval process.
  • A custom web services was created to get user details from Active Directory.
  • Automated Nintex Workflow was implemented for trouble-free process of form approvals.

The Result

HexaCorp guaranteed business continuity by implementing,

  • Automation of finance process reduced the time taken for data collection and approval.
  • Centralized financial data collected, aided in compliance.
  • Robust web services to access user details from Active Directory.
  • Seamless form approval process because of the implementation of automated Nintex workflow.

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