with nintex workflows - xylos and... · •invoice approval workflow by means of tasks. workflow 1:...

With Nintex Workflows

Enhance and automate yourBusiness Processes

About Me

Wim Vandervellen

• Senior SharePoint Consultant

• SharePoint Architect

• Functional ECM/Portal and Collaboration

Contact

wim.vandervellen@xylos.com

@WimVandervellen

WimVandervellen

Questions

Wifi: XWGUEST

URL: sharepoint.presenterswall.com

• Introduction

• Business process automation at Waterleau

• Our solution: Nintex for O365 and DocuSign

• Demo

Agenda

Introduction

• What is a business process?

• What are the benefits of Business Process Automation?

• Which tools are available on the market?

Introduction

• What is a business process?

• What are the benefits of Business Process Automation?

• Which tools are available on the market?

Sickness Insurance Forms

Activity

Business Process Definition

Employee - Requestor

Sickness InsuranceMailbox

Administration

Activity ? Activity

Supervisor

A series of value-added activities,performed by their relevant (multiple) actors/roles/collaborators,

to purposefully achieve a common business goal

Benefits of Business Process Automation

• Cost Savings

1 Material – Less Paper

2 Time€

Time

Cos

ts

€

Time

Cos

ts

€ -x

1

-t

€ -x2

• Higher Quality of work• Improved Governance

and compliance• Quickly adapt to changing

market conditions• Higher end user satisfaction

3000 Employees x 10 Forms a year = 30.000

3000 Employees x 10 Forms a year x 1 hour = 30.000 hours

€

Time

Cos

ts

€ -x

1

Tools & Positioning

Microsoft Product Catalogue

SharePoint Designer 2013

Out-of-the-Box Solutions Workflows with Workflow SDK

Routing and ApprovalApprovalCollect FeedbackCollect SignaturesThree-StatePublishing Approval

LOBAccountingSupply chain managementResource planning applications

Industry Specific ProcessesPurchase ordersProduct lifecycle management

Custom Form ActionsEmail NotificationException Handling

Document ProcessesSpecification ReviewWeekly Status Report

Tracking ApplicationsIssue tracking

Costs

Functional Complexity

Geert Menu

Vice President Projects

Business Process Automation at

“Project Management = Specific tools and resources you put in place to

support the development of a project with the aim to maximise the

chance to achieve the project targets.”

WHAT IS PROJECT MANAGEMENT?

THE FOUR CORNER STONES OF PROJECT MANAGEMENT

THE WATERLEAU APPROACH – PROJECT MANAGEMENT PLAN

WITH 15 HEADINGS

1. General

2. Engineering

3. Procurement

4. Construction

5. Commissioning

6. Quality

7. HSE

8. Project Change

9. Schedule

10.Communication

11.Document controle

12.Contract

13.Financial

14.Resources

15.Risk

“Pragmatic approach with tools

and procedures to help Project

Directors and Project Managers

make their project(-s) a succes”

Business Processes in the past

Purchase Order ApprovalInvoice Approval

Business Processes today

Purchase Order ApprovalInvoice Approval

Geert Menu,Wim Vandervellen

has requested your signature.

• Automization of the Purchase Order and Invoice approval processes

• Trial period for all the projects

in Morroco

• Impact and feedback

Business Processes in the future

Purchase Order ApprovalInvoice Approval

• Rollout for all projects at Waterleau

• Looking into automating other business processes?

Our Implementation

• Our approach• Used tools and

technologies• How did we implement

them• Demo: the solutions in

action

GOVERNANCE

Our Approach

• Alignment

• Shared vision

• Visibility

• Ownership

• Growth

People centric by design

Our Implementation

Chosen tools and technologies

Nintex for Office 365 and DocuSign

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

Nintex Workflow Platform

DocuSign

• Digital Transaction Management as a cloud service• Actions available through Nintex for O365

Our Implementation

The business case at

Business Case Waterleau

• Automate the Purchase Order and Invoice approval processes

• Purchase Order Approval workflow

by means of Digital signatures

• Invoice Approval workflow

by means of tasks

Workflow 1: Purchase Order Approval

1

Approver 1

6

Approver 6...

7

2

3

5

4

Workflow 2: Invoice Approval

A 12

Accounting Department

3

Project Manager

Approver 1

Project Director

Approver 2

4

5

6

7

CEO

Approver 3

8

9

Our Implementation

• DemoThe solutions in action

Questions?

Thank you!