leveraging sharepoint and nintex workflows to improve lob processes

05/02/2023 1

Leveraging SharePoint & Nintex Workflows to improve LOB processes

Matt GreeneSharePoint ConsultantKiefer Consulting

Presented by Brian Wallace, Director of MarketingKiefer Consulting

Current Business Climate

Content required for new collaborative workflows is growing explosively

Documents

Records

Proposals

Contracts

Emails

Application data

Forms

Design and drawings

Videos and images

Spreadsheets

Marketing assets

The content is maintained in a rapidlygrowing number of diversified places

IT has been overwhelmed by the increasing need for dynamic application workflows

Unstructured

Unscheduled

Collaborative Mobile

Social Transient

These demands can’t be handled by traditional IT systems

People Process Content

Nintex Workflow Platform

Forms Mobile Processes ConnectorsDocument Generation

Connect people, process, and content in a digital workplace

Give people the ability to work anywhere,

anytime, on any device

Connect to the cloud for content collaboration

Create, publish, and deploy forms anywhere

Automate business processes quickly

and easily

Nintex Platform

Nintex Connectors

Benefit from reduced steps.

Create solutions in minutes.

Get started quickly. Hit the ground running.

Make your workflows mobile. Create external forms in one click.

Make an immediate impact

Use social channels to make and manage workflow.

Link your work across systems and services.

Move to the cloud on your terms.

Connect to any content

DemoPresented by Matt Greene

Demo – Project Site Provisioning

New Salesforce Account Added

IT Admin Project Site

Review

Create SPO Team Site

Approve

Create SP 2016 Team Site

External (Contractors)Internal Only

Keeping up with Kiefer

Subscribe to our monthly newsletter• Free webinars focused on the features and capabilities of

Microsoft Office 365  that can provide benefits to your organization

• Blog articles written by leading experts in the Microsoft community

• Free White Papers that help our community better understand new products and solutions that are delivering desirable outcomes in the market

• Event calendars that you keep you notified of events that are educating and empowering those in our community

Follow us on Social Media

Thank You