Case Study

iCap Equity

Scaling up business by finding the right workflow.

The Challenge

Making site visits is a key part of iCap's business, but gathering information while there was a challenge. Each site visit was taking up 3-4 hours of the field Project Manager’s time, and when one Project Manager is responsible for 40-50 site visits per month, this all adds up. The overall business scalability was reliant on increasing the workforce.

The Approach

iCap was looking to expand and expected their investment sites to double. To make their expansion sustainable, iCap needed scalable workflow processes that could grow while the business evolved. We worked with iCap to understand their requirements when completing a site observation and recommended a productivity solution that enabled them to complete all their tasks through one mobile app powered by a workflow platform.

The Outcome

The new mobile app, integrated with the Nintex Workflow Cloud, allowed Project Managers to decrease their site observation time significantly. What used to take three to four hours, now only takes one. They can seamlessly and immediately take site notes and upload photographs. The massive gain in efficiency is a big win for iCap, who can now be confident in the ability to monitor their investments while they expand.

We are super excited because we are able to apply it to every part of our business, and that's going to help us become more automated and save time and money.

Jim Christensen, COO


We selected the Nintex Workflow Cloud when building this solution for iCap. Being a SaaS platform agnostic tool, it enables organisations to digitally transform any business process without custom code to work more effectively.

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