5 keys to workflow automation nirvana with nintex in sharepoint online
DESCRIPTION
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 PresentationTRANSCRIPT
![Page 1: 5 Keys to Workflow Automation Nirvana with Nintex in SharePoint Online](https://reader035.vdocument.in/reader035/viewer/2022062400/5681688a550346895ddf0835/html5/thumbnails/1.jpg)
5 Keys to Workflow Automation Nirvana with Nintex in SharePoint
OnlinePatrick Keating
@PATRICKMKEATING
![Page 2: 5 Keys to Workflow Automation Nirvana with Nintex in SharePoint Online](https://reader035.vdocument.in/reader035/viewer/2022062400/5681688a550346895ddf0835/html5/thumbnails/2.jpg)
Intro Director of Corporate Partnerships @ ICS 8 Years of Content Management Solutions Business Development MBA – Babson College
Study of Operations in Asia
![Page 3: 5 Keys to Workflow Automation Nirvana with Nintex in SharePoint Online](https://reader035.vdocument.in/reader035/viewer/2022062400/5681688a550346895ddf0835/html5/thumbnails/3.jpg)
Business Solutions
UnifiedCommunicatio
ns
Collaboration Business Intelligence
Cloud
ExchangeLync
SharePointDynamics CRM
Office365Windows IntuneAzureDynamics CRM
SQLSharePoint
![Page 4: 5 Keys to Workflow Automation Nirvana with Nintex in SharePoint Online](https://reader035.vdocument.in/reader035/viewer/2022062400/5681688a550346895ddf0835/html5/thumbnails/4.jpg)
Agenda Intro Goals What is a workflow? SharePoint Online Overview About Nintex Benefits 5 Keys Demo
![Page 5: 5 Keys to Workflow Automation Nirvana with Nintex in SharePoint Online](https://reader035.vdocument.in/reader035/viewer/2022062400/5681688a550346895ddf0835/html5/thumbnails/5.jpg)
Goals Provide business rationale for workflow automation SharePoint Online Discussion of best practices in getting started Demo of Nintex
![Page 6: 5 Keys to Workflow Automation Nirvana with Nintex in SharePoint Online](https://reader035.vdocument.in/reader035/viewer/2022062400/5681688a550346895ddf0835/html5/thumbnails/6.jpg)
What is a workflow?
Step 1
Step 2
Step 3
![Page 7: 5 Keys to Workflow Automation Nirvana with Nintex in SharePoint Online](https://reader035.vdocument.in/reader035/viewer/2022062400/5681688a550346895ddf0835/html5/thumbnails/7.jpg)
SharePoint Online Overview
![Page 8: 5 Keys to Workflow Automation Nirvana with Nintex in SharePoint Online](https://reader035.vdocument.in/reader035/viewer/2022062400/5681688a550346895ddf0835/html5/thumbnails/8.jpg)
SharePoint Online Overview
![Page 9: 5 Keys to Workflow Automation Nirvana with Nintex in SharePoint Online](https://reader035.vdocument.in/reader035/viewer/2022062400/5681688a550346895ddf0835/html5/thumbnails/9.jpg)
About Nintex - Overview Draw it, don’t code it Design once, use many Built on SharePoint for SharePoint Broad participation/ Business User engagement
![Page 10: 5 Keys to Workflow Automation Nirvana with Nintex in SharePoint Online](https://reader035.vdocument.in/reader035/viewer/2022062400/5681688a550346895ddf0835/html5/thumbnails/10.jpg)
About Nintex – Common Scenarios Employee onboarding Leave request Project issue escalation Sales document approval
![Page 11: 5 Keys to Workflow Automation Nirvana with Nintex in SharePoint Online](https://reader035.vdocument.in/reader035/viewer/2022062400/5681688a550346895ddf0835/html5/thumbnails/11.jpg)
About Nintex – Key Integrations Lync Exchange SQL AD App Model
![Page 12: 5 Keys to Workflow Automation Nirvana with Nintex in SharePoint Online](https://reader035.vdocument.in/reader035/viewer/2022062400/5681688a550346895ddf0835/html5/thumbnails/12.jpg)
About Nintex – Visual Workflow Design
![Page 13: 5 Keys to Workflow Automation Nirvana with Nintex in SharePoint Online](https://reader035.vdocument.in/reader035/viewer/2022062400/5681688a550346895ddf0835/html5/thumbnails/13.jpg)
About Nintex – Forms Easy form development Access anywhere Seamless Integration
![Page 14: 5 Keys to Workflow Automation Nirvana with Nintex in SharePoint Online](https://reader035.vdocument.in/reader035/viewer/2022062400/5681688a550346895ddf0835/html5/thumbnails/14.jpg)
About Nintex – Key Actions Lazy approval File type Allow Delegation
![Page 15: 5 Keys to Workflow Automation Nirvana with Nintex in SharePoint Online](https://reader035.vdocument.in/reader035/viewer/2022062400/5681688a550346895ddf0835/html5/thumbnails/15.jpg)
Benefits Reduced Process Time Process Tracking Develop a foundation for execution
![Page 16: 5 Keys to Workflow Automation Nirvana with Nintex in SharePoint Online](https://reader035.vdocument.in/reader035/viewer/2022062400/5681688a550346895ddf0835/html5/thumbnails/16.jpg)
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
![Page 17: 5 Keys to Workflow Automation Nirvana with Nintex in SharePoint Online](https://reader035.vdocument.in/reader035/viewer/2022062400/5681688a550346895ddf0835/html5/thumbnails/17.jpg)
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
![Page 18: 5 Keys to Workflow Automation Nirvana with Nintex in SharePoint Online](https://reader035.vdocument.in/reader035/viewer/2022062400/5681688a550346895ddf0835/html5/thumbnails/18.jpg)
Demo
![Page 19: 5 Keys to Workflow Automation Nirvana with Nintex in SharePoint Online](https://reader035.vdocument.in/reader035/viewer/2022062400/5681688a550346895ddf0835/html5/thumbnails/19.jpg)
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
![Page 20: 5 Keys to Workflow Automation Nirvana with Nintex in SharePoint Online](https://reader035.vdocument.in/reader035/viewer/2022062400/5681688a550346895ddf0835/html5/thumbnails/20.jpg)
Demo
![Page 21: 5 Keys to Workflow Automation Nirvana with Nintex in SharePoint Online](https://reader035.vdocument.in/reader035/viewer/2022062400/5681688a550346895ddf0835/html5/thumbnails/21.jpg)
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
![Page 22: 5 Keys to Workflow Automation Nirvana with Nintex in SharePoint Online](https://reader035.vdocument.in/reader035/viewer/2022062400/5681688a550346895ddf0835/html5/thumbnails/22.jpg)
Benefits – Foundation for Execution
![Page 23: 5 Keys to Workflow Automation Nirvana with Nintex in SharePoint Online](https://reader035.vdocument.in/reader035/viewer/2022062400/5681688a550346895ddf0835/html5/thumbnails/23.jpg)
Five Keys1. Prepare Governance2. Start Simple3. Build Momentum4. Foster Broad Participation5. Don’t Reinvent the Wheel
![Page 24: 5 Keys to Workflow Automation Nirvana with Nintex in SharePoint Online](https://reader035.vdocument.in/reader035/viewer/2022062400/5681688a550346895ddf0835/html5/thumbnails/24.jpg)
Key #1 - Prepare Governance Permissions Change Management Training Build in your development environment
![Page 25: 5 Keys to Workflow Automation Nirvana with Nintex in SharePoint Online](https://reader035.vdocument.in/reader035/viewer/2022062400/5681688a550346895ddf0835/html5/thumbnails/25.jpg)
Key #2 – Start Simple Engage IT and Exec Leadership Look for low hanging fruit No big bang
![Page 26: 5 Keys to Workflow Automation Nirvana with Nintex in SharePoint Online](https://reader035.vdocument.in/reader035/viewer/2022062400/5681688a550346895ddf0835/html5/thumbnails/26.jpg)
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
![Page 27: 5 Keys to Workflow Automation Nirvana with Nintex in SharePoint Online](https://reader035.vdocument.in/reader035/viewer/2022062400/5681688a550346895ddf0835/html5/thumbnails/27.jpg)
Key #3 – Build Momentum Articulate using Nintex
Visual Immediately test
![Page 28: 5 Keys to Workflow Automation Nirvana with Nintex in SharePoint Online](https://reader035.vdocument.in/reader035/viewer/2022062400/5681688a550346895ddf0835/html5/thumbnails/28.jpg)
Key #4 – Foster Broad Participation Don’t let IT be the bottleneck Drive innovation at the Business User level
![Page 29: 5 Keys to Workflow Automation Nirvana with Nintex in SharePoint Online](https://reader035.vdocument.in/reader035/viewer/2022062400/5681688a550346895ddf0835/html5/thumbnails/29.jpg)
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
![Page 30: 5 Keys to Workflow Automation Nirvana with Nintex in SharePoint Online](https://reader035.vdocument.in/reader035/viewer/2022062400/5681688a550346895ddf0835/html5/thumbnails/30.jpg)
Acknowledgements ICS
Kat Bedell Charlie Delong Steve Pellegatto Carol Swartz
Nintex Brad Orluk Lorne Phelps
SharePoint Saturday – Boston Talbott Crowell Pradeepa Siva