A bank in Georgia reached out to the Automation and Reporting team at Peak Consulting for assistance with a Due Diligence Questionnaire Workflow Project.
The focus of the engagement will be to create three Due Diligence Questionnaires (Business Customer, Sole Proprietor, and Consumer Customer) into one form utilizing Nintex Workflow Cloud. The forms will be consolidated into one Workflow, requiring customers to self-select their needed questionnaire. Form rules will be utilized to include many layers of question logic. A SharePoint list will be created to house NAICS codes that will be used as a lookup on the Workflow Cloud form.
The project will be completed in the three phases:
Phase 1: Planning, Design, and Development
Phase 2: Review, Testing, and Final Development
Phase 3: Implementation and Deployment
The Automation and Reporting team at Peak Consulting is available and ready to tackle any RPA project from Workflow and SharePoint, to Business Analytics and Custom RPA Script Development. Contact the Automation and Reporting team at RPA@peakconsultingllc.com.