business processes automation with nintex … processes automation with nintex workflows for...

Business Processes Automation with Nintex Workflows for

SharePoint

Agenda

• Point Alliance• What is a Business Process• Nintex Workflows

• How Nintex Workflows can manage and automate Business Processes

• Examples of Business Processes managed and automated by Nintex Workflows• Vacation Request Approval• Employee Onboarding

• Recap• Questions• Giveaway Draw

Point Alliance

Point Alliance is an award-winning provider of information technology strategies and solutions. Our consulting practice is a recognized leader in delivering proven business solutions to Global 300 companies across many industries. Backed by over 13 years of proven results from over 200 organizations, we offer comprehensive products and solutions that drive your business growth and success.

• Website design and Web Content Management Solution (CMS) implementation

• SharePoint implementation, development, integration and upgrade Mobile development

• Data reporting and analytics• Custom application development

Solutions for Success

What is a Business Process?

• A collection of tasks that produce a particular result

• Types:• Management• Operational• Support

Examples

• Ordering a Product through Amazon.ca• Hiring an Employee• Document Approval• Vacation Request Approval

Solutions for Success

About Nintex Workflows

• The Most Utilized 3rd Party Tool for Microsoft SharePoint

• A Tool that helps realize business processes

Solutions for Success

© 2015 Nintex

The Challenge:

Everyday Processes

© 2015 Nintex

Can you approve my

Vacation Request?

I need this Expense Report

approved. Please Review this Document

ASAP.Here’s some

Social Content to publish.

I need Employee

Onboarding.

Can you approve this Equipment Purchase?

What is my Job Task?

I need Employee

Onboarding.

Here’s some Social Content

to publish.

Can you approve this Equipment Purchase?

Can you approve this Equipment Purchase?

PleaseReview this Document

ASAP.

Can you approve my

Vacation Request? I need this

Expense Report

approved.

What is my Job Task?

What is my Job Task?

PleaseReview this Document

ASAP.

I need Employee

Onboarding.

I need Employee

Onboarding.

© 2015 Nintex

Administration/ Finance

Human Resources

Information Technology

OperationsMarketing/

Sales

Approvals

Mobile Data Collection

Content Collaboration

Provisioning

Work Management

PLATFORM

YOUR

WORKFLOW

© 2015 Nintex

© 2015 Nintex

Automating Processes Between People and ContentGreatly Improving Productivity and Control

Everyone

ProfessionalsInformation Workers

PEOPLE

© 2015 Nintex

Automating Processes Between People and ContentGreatly Improving Productivity and Control

Simple to Sophisticated

ApprovalsProvisioning

Mobile Data CollectionContent Generation

PROCESS

Everyone

ProfessionalsInformation Workers

PEOPLE

© 2015 Nintex

Automating Processes Between People and ContentGreatly Improving Productivity and Control

Everywhere

CONTENT

Simple to Sophisticated

ApprovalsProvisioning

Content Generation

PROCESS

Everyone

ProfessionalsInformation Workers

PEOPLE

© 2015 Nintex

Everywhere

CONTENT

Simple to Sophisticated

ApprovalsProvisioning

Mobile Data CollectionContent Generation

PROCESS

Everyone

ProfessionalsInformation Workers

PEOPLE

Automating Processes Between People and ContentGreatly Improving Productivity and Control

Typical ROI – Administration/FinanceExpense Approval Process Savings

Information worker time saved$14,000

$23,000

$30,000

$70KTypical Total Savings

Reduction in input errors

Reductions in finance

© 2015 Nintex

Administration/ Finance

Human Resources

Information Technology

OperationsMarketing/

Sales

Expense claims

$70K

Purchase requests

$__________

Contract mgmt.

$__________

Compounded ROI

© 2015 Nintex

Vacation/leave requests

$______

Onboarding/hiring

$__________

Employee status change

$__________

Internal processes

$______

Help desk support

$__________

Request changes to

system

$__________

Event planning

$______

Proposal creation

$__________

Customer sales order

$__________

Travel request

$______

Quality assurance

$__________

Product approval

$__________

© 2015 Nintex

CUSTOMER SUCCESS STORYLEVERAGE STORY / STORIES WITHIN TEI STUDY

Nintex easily paid for itself within the first month of implementation, and we can use it to automate and improve workflows in other areas of our organization for an even better return on investment.

– Rob Morrison IT Manager

“”

Customer Testimonial

© 2015 Nintex

© 2015 Nintex

Nintex Customers Worldwide

Technology Financial Services Healthcare Manufacturing Retail & CPG

Key Nintex Features

• Build Custom Workflows• User Account Creation and Permissions

Assignment• Tight Integration with Back-end Systems• CRM Integration• Assign Tasks and Schedule Appointments• Get Detailed Workflow Reporting and

Benchmarking

Solutions for Success

Tight Integration with Back-end Systems

Solutions for Success

Nintex Workflows for SharePoint

• Easier to create workflows than OOB tools• Drag & Drop Activities to design workflow

Nintex Vs. SharePoint

Solutions for Success

Out of the Box SP Nintex

Tight Integration with External Systems

Any one can Create Workflows

User Defined Functions

Vacation Approval Process

Employee

Manager

HR Application

Request Vacation Approval

Approve Vacation

1

3

Enter Vacation Days into HR

System

HR

2

Ask HR to Enter Vacation into HR

System

Vacation Calendar

Vacation Approval Workflow

Solutions for Success

Vacation Approval Request Email

Solutions for Success

Workflow Status

Solutions for Success

Employee Onboarding form

Solutions for Success

Employee Onboarding

HRManager

HR Application

1

3

Add Employee to HR Database

IT

2Request Work

Area

Active Directory

Add User to AD, Exchange

Facilities

Add User to AD, Exchange, Setup

Laptop

Confirm

Confirm

Confirm

Employee Onboarding Workflow

Solutions for Success

Questions?