Transforming the Manufacturing Industry with Workflow Management

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Transforming the Manufacturing Industry with Workflow Management

Business Situation

Our client, who has the specialty in chemical and sustainable technologies company and has headquarter in the United Kingdom. The company is established in Navi Mumbai, Maharashtra, India more than a decade. It manufactures the pharmaceutical ingredients, inorganic metal salt, and 3d printing with precious metal powder.

Being the chemical manufacturing company, the management of the importing and exporting components is the essential and crucial task. As, they supply valuable jewelry, silverware, and cutlery trade with raw materials and manufactured ancillary supplies, such as silver solder and flux.

The company has to maintain all the records of the vehicle and material coming in and going out of the company. The criticality of the process was to organize the gate pass booklet and generation of the gate pass as it involves the follow ups for the authorized signatory. Every process used to be done manually which was time-consuming and there were high chances of human error which might create a high negative impact on the company. Another issue was to maintain confidentiality and work of flow.We are the. Our client had the demand for the automated online generation of gate pass system which could monitor every movement of the material with data authenticity and authority.The client approached Leo Technosoft, the SharePoint development company with an online gate pass workflow automation requirement. Leo Technosoft mapped, re-engineered the processes and proposed online SharePoint as a development platform for online gate pass management application.

Why SharePoint ?

SharePoint is the powerful industry-leading platform which provides a comprehensive solution to the business process challenges like the workflow of the organization. It provides the features like document management, business process automataion, collaborative sites etc.


The purpose of the SharePoint application is to eliminate the manual process and overcome the following challenges.

Loads Of Paperwork:                         

In every step of the authentication of the gate pass, lot’s of paperwork was involved and its management has become difficult. Most of the time stationery printed for the gate pass got wasted whenever the format of the gate pass was changed.

Human Error:

To keep the track of incoming and outgoing material the hard copy of the forms used to be there and human error was involved in it.The process of returnable material movement and the reconciliation is used to be done manually.

Manual Approver Checking

The process of approval of activities by the authorized signatories was done manually.


• SharePoint 365
• JavaScript
• Jquery
• Ninex Form & Workflows


Leo TechnoSoft, the SharePoint development company has developed the portal inside 0365 to automate the daily process of the company by providing following solutions –


To do digitization, we have created forms for different processes and linked them according to the flow of the process. These forms belong to modules and they are automatically assigned to the authorized signatories. The person who has requested for any of the authentications he or she can track the status of the request or form from the dashboard of the module.

Classification system:

All the forms are categorized on the dashboard. Therefore user can find the name of the contact person. Due to the classification system, it became easy to distinguish among the requested, processed or pending forms.

Proper monitoring:

The user has the ability to monitor the raised request or form from the personal dashboard and they can check the current status of the form.

Customized system alerts:

Escalation matrix received an alert whenever the new request is raised, rejected or if the certain action is not performed.

Process management:

Daily, Weekly or Monthly Business Process are designed and restructured by using Nintex Forms and Workflows for Various modules across the Business Units.

 Simplification of the process:

All the process are simplified and form tracking system is introduced and the elimination of manual process.

Modules Delivered To Client
  • KPI Management
  • Manufacturing Excellence
  • Kaizen
  • Change Intimation
  • Management of Change
  • Root Cause Analysis
  • CAPA
  • Customer Complaint
  • MOM & Task Management
  • Material Management
  • Out Going Material
  • Incoming Material
  • Returnable Material
  • Non-Returnable Material
  • Scrap Management
  • Courier Management
  • Incoming & Out Going Vehicle Management
  • Transport Log Book



·        Online generation of gate pass:  

Once the material is ready for the further process the gate pass is automatically generated that is placed on the material. The same gate pass is used until the end of the process.

·        System based reconciliation: 

Due to the automated system, it becomes easy to classify the entire customers and investors into relevant categories and subcategories.

·        System customizable alert: 

The status of the form, if it is approved or rejected, will send to the particular requestor via System customizable alert.

·        Transparency: 

Transparency is maintained throughout the process.

·        Easy classification system: 

Due to the automated system, the categorization of the requests, forms, etc. for the application becomes easy.

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