Case Study

Automating 1,600+ Annual Equipment Rental Requests and Saving Thousands of Labor Hours

Meade Electric's fleet coordinators managed more than 1,600 annual equipment rental requests using paper forms, phone calls, and spreadsheets, creating delays and poor cost visibility. Netrix built a Microsoft 365 Rental Log powered by Nintex Forms, Workflow, and Document Generation to digitize requests and automate purchase orders. The change cut processing time from 30 minutes to just a few minutes and saved roughly 1,000 labor hours annually.

1,600+
Annual equipment rental requests
~1,000 Hours
Labor hours saved annually
30 Min to a Few Min
Request processing time reduction
Automated
Purchase Order Generation

The Client

Meade Electric manages a large fleet of rental equipment supporting utility and construction operations. Fleet coordinators process more than 1,600 equipment rental requests annually.

The Challenge

Rental requests were managed through paper forms, phone calls, spreadsheets, and aging databases, creating delays and inefficiencies. Key challenges included:

  • Manual rental request processing
  • Lengthy purchase order creation
  • Time-consuming monthly reconciliations
  • Poor visibility into rental utilization
  • Excessive equipment rental costs

The Solution

Netrix created a Microsoft 365 Rental Log powered by Nintex Forms, Workflow, and Document Generation. Key capabilities included:

  • Digital rental request forms
  • Automated PO generation
  • Real-time reporting
  • Centralized fleet visibility
  • Streamlined equipment meetings

Overall, the Microsoft 365 Rental Log has made monitoring and maintaining rentals a breeze.

Caitlin Kuhn, Fleet Coordinator

The Implementation

  • Microsoft 365 Rental Log using Nintex Forms
  • Workflow and Document Generation
  • Automated PDF purchase orders and rental tracking

The Results

Outcome AreaDelivered
Major Productivity Gains
  • Reduced request processing time from 30 minutes to only a few minutes
  • Approximately 1,000 hours saved annually
Better Cost Control
  • Improved rental tracking
  • Reduced rental waste
  • Greater fleet utilization visibility
Faster Operations
  • Shorter reconciliation meetings
  • Real-time updates through Microsoft Teams

The Transformation

BEFORE
AFTER
  • Paper-based rental requests
  • Manual purchase order creation
  • Long, time-consuming rental tracking
  • Hours spent on reporting and reconciliation
  • Limited control over rental costs
  • Digital rental request process
  • Automatic PO generation
  • Centralized rental visibility
  • Faster reporting and meetings
  • Better fleet management and cost control
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