1
Nintex: Automate, orchestrate, and optimize your
content creation and collaboration processes
Jen Miller | Strategic Partner Manager | February 22, 2018
Intelligent Process Automation
2
Jen MillerStrategic Partner Manager
540-303-1345
Work Passions:
1. Technology
2. Creativity
3. Not wasting
time
Stop by the Nintex table
Write down your most painful process& contact information
and Enter to Win a Spa day!!!
3
4
History Industry Adoption
Industry partners GTM#1 in Workflow & Content Automation (WCA) -Aragon Research
Leader in Digital Business Platforms –Aragon Research
#1 in strategy for Digital Process Automation Wave –Forrester Research
5 5
Auditability For
RegulatoryProductivity
EnhancementCost Reduction Best Practices
• Identify and remove
unnecessary steps
• Optimize resource
allocation
• Standardization and
repeatability
• Identify late actions,
non approvals
• Overlooked tasks
and compliance
violations
• Enhanced visibility
and accountability
• Improved
communication
• Eliminate repetitive
and manual
processes
• Empower employees
• Reduce human error
• Streamline process
• Paperwork is eliminated
Increasing Pressure to Automate
“By 2020, 60% of Application Development will be done outside of formal IT teams”
-Gartner and Wall Street Research
6
Nintex Hawkeye
Nintex App Studio
Nintex Xtensions
Nintex Forms
Nintex Document Generation
Nintex Workflow and Workflow Cloud
Nintex Workflow PlatformIntuitive, Integrated, Intelligent process automation
(clicks not code)
7 7
So
ph
isticate
dS
imp
le
IT department Line of business
Co
mp
lex
Personal Process
Easy enough for the line of business.Trusted by IT
Why Automate, analyze, and optimize your content processes?
nintex
© 2015 Nintex
Dynamic and flexible
Business analyst/operations
Drag and drop—visual UX
Days-Weeks
Evolving
Sales Legal FinanceHuman
ResourcesIT
Pressing need for advanced process automation
10
Nintex automates processes across all business users and use cases
••
••
•
•
•
•
•
•
•
Nintex Extends and Enhances your organizations various systems of record
Increased Revenue Targets
Reduce Cost of Sale
Customer Retention
VP of Sales is asking for:
Faster Sales Cycle
Front Office Applications
EFSS/Cloud
Content Mgt.
Supply Chain
Management
Customer
Relationship Mgt.
Enterprise
Resource Planning
Electronic
Signature
Human Capital
Management
IT Service
Management
Collaboration &
Work Management
Back Office Applications
Workflow & Content
Automation
Customer Challenge
Current Challenges
• Time Consuming
• No Visibility
• Difficult to Change
Emails
Customer
Proposal
Returns to Office to input the order manually
Manager Approval
Requested(If discount is requested)
Awaits Manager
Approval
Updates account
in CRM
SALE
TIME Contributes to..
• Customer Experience
• Number of customer
visits (day/week/month)
13
Nintex Forms-MobileQuick and easy forms designer on any device in any location
Nintex WorkflowFlexible deployment; no coding required –Drag. Drop. Done.
Nintex HawkeyeWorkflow process analytics and intelligence
Nintex Document GenerationAutomated custom documents integrating diverse content
Nintex App StudioComprehensive mobile forms development Automatically updates
account in CRM
Generate order via mobile
device
Automatically notifies
approval requests
QUOTE
Dynamically
generates document
Drag
and
drop
Drag
and
drop
Drag
and
drop
SALE
Automatically emails
Customer Proposal
CustomerInternal FinalTIME SAVED
• Increased customer
visits (per sales rep)
• Reduced bottlenecks (visibility)
• Increased customer
experience
Analytics
• Process visibility
• Process reporting
• Decisioning and
Insight
• Performance of
revenue critical
processes
User selects and submits form
Approved
Workflow automatically generates dynamic document
from template folder
Workflow automatically emails
document to customer
Through email the workflow
automatically updates the
document in the correct folders
Automatically once both parties agree (via email)
the workflow automatically sends final document for
approval- (E-sign) then updates the CRM automatically
automate
15
optimize
orchestrate
Nintex empowers the line of business to
Every interaction across the modern workplace
16
17
Three things...1. Why - Take the risk – make a change
2. Where to start? Start fun, Focus on the biggest impact, Focus on the most
visual
3. How – agile, iterative, don’t over plan – just get started
Sign up with THInc.IT for a Demo
Download a free trial at www.Nintex.com18
19
Xchange Nintex Conference – San Diego - February 26-28th
Nintex World Tour – DC – March 26th **FREE**
Nintex User Group Meeting – April 20th – HERE at MSFT
20
If we have time...
20
Let’s take a look
-or-
Q&A