A leading multinational manufacturing enterprise required a unified way to orchestrate complex sales, compliance, and dealer-facing processes across multiple regions. Manual, email-driven workflows and disconnected legacy systems increased turnaround time, raised compliance risks, and slowed revenue operations.

By deploying IBM Business Automation Workflow (BAW) with Nexright as the strategic implementation partner, the organization consolidated fragmented workflows into a single automation layer. This enabled intelligent case handling, faster approvals, improved visibility, and consistent process execution across global teams.

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  Business challenge
  
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  Solution
  
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  Solution Components
  
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  Results
  

Business challenge

The client operated across hundreds of distributors, dealers, sales teams, and regional offices. Their existing manual processes were inconsistent, slow, and prone to errors. Critical workflows — including order validation, compliance review, dealer onboarding, pricing approvals, tax validations, and supply chain coordination — relied heavily on Excel sheets, emails, and offline documents.

Key Challenges:

• Highly manual approval cycles causing long delays in sales closures and operational processing.
• Fragmented processes across departments, with no standardized workflow governance.
• Limited visibility and auditability, making compliance reporting difficult.
• Tax and regulatory complexity requiring multi-step validations and coordination between finance and sales teams.
• Dealer frustration and inefficiency due to repetitive document submissions and lack of status transparency.

The organization needed a centralized workflow automation platform to orchestrate end-to-end processes, reduce manual work, ensure compliance, and improve speed-to-market.

Solution

Partnering with Nexright, the client implemented IBM Business Automation Workflow as the backbone of its enterprise-wide process transformation initiative.

Nexright designed and deployed a unified workflow layer that integrates sales operations, finance, compliance, ERP platforms, and dealer portals into a single orchestrated system. The solution automated routine tasks, enforced business rules, and digitized approvals, enabling faster and more reliable execution.

Solution Highlights:

• Unified Workflow Platform:
  Built a single automation layer to orchestrate all sales, compliance, and dealer processes, eliminating departmental silos.
• Dynamic Case Management:
  Implemented flexible case handling for complex scenarios, enabling teams to collaborate, track progress, and manage exceptions effectively.
• Automated Rule Enforcement:
  Integrated regulatory, pricing, and tax rules into BAW decision services to reduce manual interpretation and improve accuracy.
• Dealer Experience Enhancement:
  Automated dealer onboarding, certification, and documentation workflows, reducing repetitive steps and improving transparency.
• End-to-End Visibility:
  Added comprehensive dashboards for leadership to track cycle times, bottlenecks, SLA compliance, and operational insights.

Solution components

• IBM Business Automation Workflow
• IBM Operational Decision Manager (ODM) for automated rule execution
• IBM Cloud Pak® for Business Automation

Centralized Process Orchestration

Consolidated multiple workflows into a single platform, enabling standardized execution and cross-department visibility.

Intelligent Decision Automation

Embedded business rules for pricing, taxes, compliance checks, and validation steps, ensuring consistency across all territories.

Automated Dealer Lifecycle Management

Managed onboarding, certification, document collection, credit checks, and renewals through streamlined workflows.

Result

• Reduced sales processing time by 40%, enabling faster quote-to-order execution.
• Improved compliance accuracy by 60% through automated rule enforcement and audit trails.
• Enhanced dealer experience, reducing repetitive submissions and providing real-time process visibility.
• Lowered operational workload by 30% by eliminating manual, email-driven tasks.
• Accelerated revenue cycles, with sales teams spending more time on customer engagement instead of administrative activities.

Nexright helped us transform our sales and operational workflows with IBM Business Automation Workflow. By automating complex, multi-step processes, we reduced delays, improved compliance, and empowered our teams to work with greater agility. The visibility and control we’ve gained are unmatched.

— Head of Digital Transformation, Global Manufacturing Enterprise

A leading multinational manufacturing enterprise required a unified way to orchestrate complex sales, compliance, and dealer-facing processes across multiple regions. Manual, email-driven workflows and disconnected legacy systems increased turnaround time, raised compliance risks, and slowed revenue operations.

By deploying IBM Business Automation Workflow (BAW) with Nexright as the strategic implementation partner, the organization consolidated fragmented workflows into a single automation layer. This enabled intelligent case handling, faster approvals, improved visibility, and consistent process execution across global teams.

• 
  Business challenge
  
• 
  Solution
  
• 
  Solution Components
  
• 
  Results
  

Business challenge

The organization operated with a mixture of legacy systems, email-driven approvals, and siloed departmental processes. As volumes increased, these limitations created bottlenecks, process delays, and inconsistent user experiences.

Key Challenges:

• Highly manual, non-standardized processes across sales, operations, HR, procurement, and field service teams.
• Fragmented process visibility, making it difficult for leadership to track execution and identify bottlenecks.
• Inconsistent compliance and audit readiness due to dispersed data and ad hoc workflows.
• Slow turnaround cycles, resulting in delays for customers, suppliers, and internal stakeholders.
• Low workforce productivity due to repetitive, administrative workloads and lack of automation.

The organization needed an integrated, scalable workflow automation platform to orchestrate processes end-to-end, improve governance, and enable rapid adaptation to changing business needs.

Solution

Working with Nexright, the organization deployed IBM Business Automation Workflow to unify workflows, case management, decision automation, and process insights on a single platform. Nexright designed a modular automation architecture enabling quick rollout of priority workflows with enterprise governance.

Solution Highlights:

• Unified Workflow and Case Management
  Consolidated routine tasks and complex case-based scenarios within a unified operational model, improving consistency and traceability.
• End-to-End Process Automation
  Replaced manual steps with automated routing, business rules, document handling, and SLA-driven escalation paths.
• Digital Forms and User Experience Enhancement
  Eliminated paper-based and email-driven processes with guided digital forms, ensuring accurate data capture and faster completion.
• Reusable Automation Components
  Nexright built a library of reusable workflow templates, rule sets, and integration connectors—accelerating future automation deployments.
• Integration with Core Enterprise Systems
  Connected BAW with ERP, CRM, HR, and document management systems to ensure seamless data exchange and accurate record-keeping.
• AI-Driven Insights (Optional Add-On)
  Leveraged process analytics to identify bottlenecks and continuously optimize workflow performance.

Solution components

• IBM Business Automation Workflow
• IBM Business Automation Workflow Insights (optional)
• IBM Operational Decision Manager (ODM)

Unified Process Workspace

A single operational cockpit for employees and managers to initiate, track, and manage workflows and case activities.

Process Standardization & Compliance

Enforced consistent rule-based execution with built-in audit trails, reducing process deviation and compliance risk.

Scalable Automation Architecture

Modular, API-driven design enabling the organization to expand automation from a few processes to hundreds across departments.

Result

• Reduced process turnaround time by up to 40% due to automated routing, fewer manual touchpoints, and improved data accuracy.
• Enhanced workforce productivity, allowing teams to focus on strategic tasks instead of repetitive administrative work.
• Improved compliance and audit readiness through standardized processes and centralized workflow logs.
• Accelerated onboarding of new automations, leveraging reusable templates and Nexright’s best-practice frameworks.
• Better decision-making, supported by real-time process insights, SLA monitoring, and operational dashboards.
• Greater operational agility, enabling rapid changes to workflows without heavy development effort.

IBM Business Automation Workflow helped us eliminate process bottlenecks and establish a unified operational model across departments. Working with Nexright streamlined rollout, improved user adoption, and enabled us to scale automation far more effectively than ever before.

— Head of Digital Operations, Global Manufacturing Organization