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5 Keys to Workflow Automation Nirvana with Nintex in SharePoint Online. Patrick 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. - PowerPoint PPT Presentation
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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
ExchangeLync
SharePointDynamics CRM
Office365Windows IntuneAzureDynamics CRM
SQLSharePoint
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
