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 Implemented Salesforce for a Leading International Organization Case Study
Case Study

A Leading Power Generation Company Simplified Order Approval Process With OpenText Documentum XCP Case Management Framework

Client

The client is one of the largest integrated power companies in India. Headquartered in Mumbai, it plays a significant role in generating, transmitting, and distributing electricity across the country. The company is known for its commitment to renewable energy sources and has made substantial investments in solar and wind power projects.

Industry

Energy & Power


Region

India

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Challenges

The client grappled with diverse approval hierarchies across departments, integration issues with multiple systems, and the need for a standardized form applicable universally.

The client required a dynamic business process to handle numerous scenarios and diverse approval requirements, along with a notification system for timely approvals.

Addressing security concerns to ensure confidentiality during processing was also crucial.

Solution

To address these challenges, Datamatics developed an Order Approval Form System (eOAF) based on OpenText Documentum xCP case management.

It features a user dashboard for tracking orders, dynamic approval levels, and real-time order tracking. The system also integrates with SAP and HRIS systems for seamless data access.

Tailored configurations allow the introduction of new companies, clauses, and order types without code changes. A robust notification system ensures timely approvals.

Impacts

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Enterprise-wide workflow automation solution

provided greater flexibility in managing the approval process

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Complete end-to-end visibility of order approval process

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90% increase in productivity

with rapid automation of business workflows

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Increased transparency and collaboration

across the organization

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