The European Insurance and Occupational Pensions Authority (EIOPA) enhanced finance operations through business process automation, migrating manual Office-based workflows into SharePoint with Nintex Workflow and Forms. Transparity supported the rollout with agile workshops, scripted deployments, and governance frameworks—showcasing expertise in App Innovation and Modern Workplace solutions.
The project delivered over 50 automated processes with electronic forms, auditable records, task notifications, and live KPIs, enabling consistent decision-making, improved efficiency, and remote-ready operations across EIOPA’s finance function.
Design and development of a broad suite of electronic forms and automated business processing capabilities – from commitments, procurements, and invoicing, through to reimbursements, payments, and many more important processes used by staff throughout the organisation.
Over time, the finance department at EIOPA had developed a wide variety of back-office business processes using a wide range of common Office applications– causing significant management, auditing, and training issues. Transparity were approached to both guide, design, and build a platform to transform working practices – using electronic forms and automated business processes to improve productivity, to lower training requirements, to improve auditability, and to provide live management instrumentation on workload and throughput.
Transparity ran demonstration workshops with EIOPA to validate technology choices early on, and then agreed on common working practices to guide an agile development process – allowing the enhancement and evolution of the many solutions involved during development.
Transparity selected Microsoft SharePoint and Nintex Workflow and Forms as the basis for the variety of solutions required by EIOPA Finance staff. After running training workshops to familiarise staff throughout the organisation with both the SharePoint and Nintex products, we incrementally worked through each solution – running requirements gathering workshops, before rapidly building, packaging, and deploying to verify and validate functionality. In many cases forms and business processes evolved through an iterative process – with each new package delivering both new and improved functionality across the business. Scripted package installation through Powershell has ensured the route from development, to testing, through pre-production, to production infrastructure has been straightforward and fast.
The EIOPA Finance staff are now supported by a rich business process management solution, incorporating electronic forms, and delivery of tasks and notifications through a common platform throughout the organisation. Key staff in each department have been instrumental in the design of each aspect of the system – supporting their needs, improving their productivity, and providing extensive information for managers to make informed decisions going forwards.
The European Insurance and Occupational Pensions Authority (EIOPA) is an EU agency responsible for supporting financial stability and protecting insurance and pension beneficiaries. It develops supervisory standards and fosters transparency and harmonization across the EU’s insurance and occupational pensions sectors.
