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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?