5 Keys to Workflow Automation Nirvana with Nintex in SharePoint Online

5 Keys to Workflow Automation Nirvana with Nintex in SharePoint

OnlinePatrick Keating

@PATRICKMKEATING

Intro Director of Corporate Partnerships @ ICS 8 Years of Content Management Solutions Business Development MBA – Babson College

Study of Operations in Asia

Business Solutions

UnifiedCommunicatio

ns

Collaboration Business Intelligence

Cloud

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SharePointDynamics CRM

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Agenda Intro Goals What is a workflow? SharePoint Online Overview About Nintex Benefits 5 Keys Demo

Goals Provide business rationale for workflow automation SharePoint Online Discussion of best practices in getting started Demo of Nintex

What is a workflow?

Step 1

Step 2

Step 3

SharePoint Online Overview

SharePoint Online Overview

About Nintex - Overview Draw it, don’t code it Design once, use many Built on SharePoint for SharePoint Broad participation/ Business User engagement

About Nintex – Common Scenarios Employee onboarding Leave request Project issue escalation Sales document approval

About Nintex – Key Integrations Lync Exchange SQL AD App Model

About Nintex – Visual Workflow Design

About Nintex – Forms Easy form development Access anywhere Seamless Integration

About Nintex – Key Actions Lazy approval File type Allow Delegation

Benefits Reduced Process Time Process Tracking Develop a foundation for execution

Benefits – Reduced Process Time Lead Time - clock starts when the request is made and concludes upon

delivery Cycle Time - clock starts when work begins on the request and ends when

the items is ready for delivery

Benefits – Reduced Process TimeICS Sales Process Can make sure contracts to customers in a timely and consistent manner Auto creation of PDF for output Auto notification of key process steps, including approval

Demo

Benefits – Reduced Process TimeICS Leave Request Automated workflows prompted when time off is requested Employee is automatically given approval or rejection with time off available

being pulled from HRIS Calendar update

Demo

According to John Hausknecht, a professor at Cornell’s school of industrial and labor relations, the economy has witnessed a “huge surge in demand for workforce-analytics roles.”

Benefits – Reduced Process Time

Benefits – Foundation for Execution

Five Keys1. Prepare Governance2. Start Simple3. Build Momentum4. Foster Broad Participation5. Don’t Reinvent the Wheel

Key #1 - Prepare Governance Permissions Change Management Training Build in your development environment

Key #2 – Start Simple Engage IT and Exec Leadership Look for low hanging fruit No big bang

Key #3 – Build Momentum Reengage execs, IT leadership, and key stakeholders Articulate process ROI

Reduce process time Department satisfaction Process insights Brainstorm on new ideas

Develop a high level roadmap

Key #3 – Build Momentum Articulate using Nintex

Visual Immediately test

Key #4 – Foster Broad Participation Don’t let IT be the bottleneck Drive innovation at the Business User level

Key #5 – Don’t Reinvent the Wheel Leverage MS partners

Nintex trial Professional Services

Use SP users groups Online resources

Youtube MSDN Community.office365.com

Acknowledgements ICS

Kat Bedell Charlie Delong Steve Pellegatto Carol Swartz

Nintex Brad Orluk Lorne Phelps

SharePoint Saturday – Boston Talbott Crowell Pradeepa Siva

Thank You! / 有り難う !@patrickmkeatingkeating@ics-inc.com