nintex for office 365 customer presentation€¦ · technology solutions professional. •mcts mcp...

Alex Viera – AlexV@Netwoven.com

•Principal Consultant @ 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 (Office365, Workflow, DocuSign…) development, deployment, and migrations.

Who is Netwoven? 2015 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

How much time and productivity are you losing?

Nintex Workflow Platform

Fundamental everyday processes, but crucial!

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

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

Typical Open Enrollment Forms

Insurance

Health

Dental

Vision

Life

Enrollment

HSA

FSA

Cafeteria

A much greater chance of success.

They’re often less complex.

They train users how to think about workflow solutions.

Benefits of automating everyday processes

1 2 3

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 more

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

SharePoint List Columns General

Nintex Forms Controls

Quick

What you need to build this solution I’m about to demonstrate?

•SharePoint 2010-2013 or Office 365 (SharePoint Online)

•Nintex Forms and Workflow – Free 30 Day Trial

•Docusign Account – Free 30 Day Trail

DEMO

A contract by which one or more parties agree not to disclose confidential information that they have shared with each other as a necessary part of doing business together.

Non-Disclosure Agreement (NDA)

Why Nintex?

Nintex is the world leader in software and cloud services that empower organizations to automate everyday business processes quickly and easily

of customers

1000+partners

22languages

Millionsof licensed users

90+countries

Thousands

www.nintex.com