nintex webinar
Post on 26-Jan-2017
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Welcome Everyone!
Thank you for joining us today
Digital Transformation in SharePoint & Office 365 : Automate your Business
*Netwoven Confidential & Proprietary Information
• Webinar content will last for 50 minutes followed by Q&A session which
we will try to address key questions or we will follow up after the
webinar.
• If you have a question or an issue:
o Type your question in the question window of the GoToWebinar
control panel on the right side of your desktop
o We will sort through the questions real time and present those most
frequently asked to our panel at the end of the presentation
o If you have any issue, click on the hand
• If you have a question that does not get addressed, we will post answers
in our Netwoven blog or contact us via email.
How to Ask Questions
Walt De Petris
Who is Netwoven? Cloud Computing Excellence Award Winner
• Netwoven is a solution consulting firm serving large & mid-size enterprises
• We were founded in 2001 by former Microsoft executives
• Top domain experts from multiple industries and technology firms like Microsoft, Accenture, Oracle & Intel
• U.S. headquartered company with global development center
Save the Children
Netwoven Services
Customers
TECHNOLOGY
SOLUTION
CONSULTING
• Nintex Premier Partner
• New Deployments / Migrations to Office365
• Dynamics CRM solutions
• Social and Search based solutions
• Expert Staffing Assistance
• Enterprise Content Management
• Web, Intranet & Collaboration Sites
• Big Data Management & Visualization
• Integrated Digital Marketing
• Platform Managed Services
Alex Viera – AlexV@Netwoven.com
• Nintex Solutions Architect @ Netwoven
• 28+ years of overall development experience including 17 years as a Microsoft Software Design Engineer and Technology Solutions Professional.
• MCTS MCP
• Bing/Google Maps – Geospatial Solutions
• Cloud Solutions (Nintex/SharePoint/Office365)
Agenda for our session today….• How much ($$$) are you losing every day?
• Nintex Platform Overview
• What kinds of manual processes can be automated?
• Forms – Desktop, Mobile, and more….
• Workflow – Making a manual process flow with NO CODE!
• Mobile Applications – Android, IOS, and others….
• Cloud Integration – Digital Signatures (DocuSign), and others…
• Demo – Desktop, Mobile, DocuSign, Print Forms to PDF!
• Nintex Jumpstart Program – YOU WILL BE SUCCESSFUL!!!
• Q & A
Everyday Processes
Can you approve my Vacation Request?
Can you approve my Vacation Request?
I need this Expense Report
approved. PleaseReview this Document
ASAP. Here’s some Social Content
to publish.
I need this Expense Report
approved.
Here’s some Social Content
to publish.
What is my Job Task?
Please Review
this Document
ASAP.
Can you approve this Equipment Purchase?
What is my Job Task?
Please Review
this Document
ASAP.
Can you approve this Equipment Purchase?
I need Employee
Onboarding.
I need Employee
Onboarding.
Can you approve this Equipment Purchase?
What is my Job Task?
I need Employee
Onboarding.
Stages of Employment
Recruitment
• Job application
Pre-Employment
•Background checks
•Arbitration Agreement
•NDA
•Etc.
Onboarding
• I-9 & W-2
• FSA / HSA
• Insurance
•Payroll Deductions
•Direct Deposit
•401K
•Etc.
Open Enrollment (Annual)
• Insurance changes
•Benefit changes
Change of Status
Off-Boarding
Typical HR Forms
Government
W-4
I-9
Insurance
Health
Dental
Vision
Life
Enrollment
401K
HSA
FSA
Cafeteria
Authorization
Background Checks
Direct Deposit
Acknowledge
Employee Handbook
Drug Policy
Agreements
NDA
Arbitration
These forms all require signatures, but most don’t require data to be saved in SharePoint
Nintex Workflow Platform
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
Automate Business
Processes Quickly & Easily
› Design and activate workflows quickly
and easily
› Model and improve any business
process – simple or complex
› Create powerful logic, reporting, and
management capabilities
› Connect to companywide line-of-
business systems
Automate Leave Request Notifications
Leave Request Workflow
• Request submitted
• Workflow starts
• Request sent to manager
• Manager responds
• Submitter notified
• Workflow ends
Lazy Approval Overview
Flexible Workflow Automation
• Respond to tasks by email
• No access to SharePoint needed
• Easy configuration
• Available in task actions
Automate Business Processes Quickly & Easily
› Design and activate workflows quickly
and easily
› Model and improve any business
process – simple or complex
› Create powerful logic, reporting, and
management capabilities
› Connect to companywide line-of-
business systems
Forms for Everyone on Any
Device
Reinvent Business Process with Nintex
Finance Operations Sales Legal
• Expense Reimbursements
• Procurement Process
• Purchasing Inquires
• Invoice Approvals
• Auditing
• Health and Safety
Inspections
• RFP Response
Management
• Discount Approval
• Risk Assessment
• Policy Approval
HR Marketing IT PMO
• Vacation Requests
• New Employee Requisition
• Press Release Publishing
• Social Media Publishing
Approval
• Innovation Management
• Infrastructure Provisioning
• Certificate Expiration
Reminders
• Initiating Projects / Project
Requests
• Status Report Reminders
• Stakeholder Approval
Nintex Jumpstart ProgramOur Commitment To Your Success
• 2 x Training Sessions• Nintex Forms• Nintex Workflow• Hands-on Lab• Prescriptive Guidance• Best Practices
• 8 hours - Nintex Solutions Architect• 80 hours - Nintex Development • Installation/Configuration Assistance
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