Intelligent Process Automation

Workflow & Content Automation

FULL CODE LOW CODE NO CODE MACHINES

Today

The Era of Intelligent Process Automation (IPA)

Capabilities of an IPA Portfolio

Advanced Workflow DocGenTM Mobile Apps and

Forms

RPA Process Intelligence

Machine IntelligenceProcess Mapping

Intelligent Process AutomationThe Enterprise Power of custom solutions with the Ease of Use of no-code native applications.

Ease of Use

Process Sophistication

Nintex Workflow Cloud

Nintex Deployments

Nintex Embedded Experiences

15 use cases in 15 minutes…

IT Use Case: New Employee Provisioning

Human Resources

HR onboarding workflow alerts IT that a new employee has been hired

IT Tech

Workflow adds the computer to Active Directory domain

IT provisions a new computer

Notify HR that employee is set up

Add new user account to groups

Notify Finance equipment and to appropriate allocate cost department

Add new user account to groups

Allocate software licenses

Setup new employee email mailbox

Employee submits digital leave request form and waits for manager approval

Employee submits request

Set reminders and alerts for the manager to reply—Set one word reply to approve or reject

Awaits manager approval

ApprovesRejectsEmployee notified Employee notified

HR Use Case: Leave Requests

Payroll system updatedEmployee’s calendar updated

HR system updatedTeam calendar is updated

Checkpoint meetingsscheduled for T-minus 30, 15, and 5 days

Meeting brief and Resource request form emailed to managers of desired resources

Sales Use Case: Deal Support Requests

Salesperson completes form with required information

Prospect requestsface-to-face meeting

Workflow searches CRM for internal resources based on title location

CRM system merges form data with additional customer details into meeting brief

Workflow creates and emails participants link to Box folder for sharing and collaborating on meeting docs

Creates a channel on Slack for discussion and questions

Reminders sent to managers for resources not allocated within 24 hours

Resource request form submitted, nominees sent Meeting Brief

Prior to meeting, workflow gathers all docs with ‘final’ in name and sends to participants

Legal Use Case: Contract Redlining and Management

Start Data-driven contract is generated

Contract sent for negotiation

Revisions are live in OneDrive

Redline/decline

Redline/decline

Customer

Link to generated contractApprove or decline? Approve or decline?Legal

Signed

Signed contract submitted to system of record

Legal team approves

Customer e-signs

Material changes?

Signed contract is analyzed

Alterations are highlighted

No contract

anomalies

Anomalies detected

Yes

Contracts are saved as PDFs inSharePoint

No

Finance Use Case: Invoice Processing

Invoice data is distilled (via OCR or direct input)

Vendor submits an invoice

Match exceptions logged Override?

No

Yes

Override simple

An email is automatically sent with questions for vendor

Vendor replies to email with answers

Invoice is auto-routed to approver for 1 click approval

Yes

Vendor is notified

Notapproved

Approved invoice is sent to AP

AP schedules invoice payment.

Approved

Not paid

No

Is there a match?

Invoice is matched against PO and order receipt/packing slip

Marketing Use Case: Press Release Approvals

PR Manager completes PR creation form

Submits content of the press release

PR Manager creates first draft

Finalized press release messaging and messaging combined into final PDF

Mktg Team review

Approve

Redline

Changes are made

Product Team review

Approve

Redline

Changes are made

CMO review

Approve

Redline

Changes are made

Legal review

Approve

Redline

Changes are made

Reject

CEO review

Approve

Redline

Changes are made

Creative team is notified

Social team is notified of upcoming press release

Folder structure is created in SharePoint

PR template is opened in Word and saved. Collaborators are emailed link to document

Pharma Use Case: Direct to Patient Clinical Trial Recruitment

Ad drives traffic to website

Website explains clinical trials

Criteria form completed

Not eligible: CRM updated

Eligible:Informed Consent Form completed

Informed Consent Doc emailed for e-sign

Recruitment Specialist calls

Contact created in CRM

Received: Informed Consent Doc attached

Recruitment Specialist calls

Not Received:Reminder emailsent

Patient receives email to create secure log-in

Medical Device Use Case: Investigator Agreement

Investigator confirms interest

Contact created in CRM

Email with link to onboarding form sent

Not Approved

All files securely stored

Submits ‘Missing Data’ form

Approved

Content reviewed

Service case opened, investigator contacted

Not Returned

Returned

Insuranceform

Intake form

Medical info release form

Billingdept

Primary care physician

Patient intake

Electronic health records

Appointment confirmed with link to portal for intake

Patient creates account

Appointment scheduled

Contact created in CRM

Healthcare Use Case: New Patient Onboarding

Patient searches for new PCP

Completes appt request form

Missing Info:message sent to patient via portal

Patient provides missing details

Banking Use Case: Know Your Customer Compliance

Customer completes form to open account online

Required notifications automatically sent to firm’s AML group and customer

Is client on sanctions list?

Suspicious Activity Report (SAR) filed with BSA

Risk level of client?

No

Yes

Senior AML Manager approves client?

Notification sent to customer

Yes

High No

Account opened with appropriate monitoring in place

Activity logged into system of record (CRM)

Documentation archived in SharePoint

Low/Medium

Insurance Use Case: Policy Underwriting

No policy in force

Form-based notification sent to prospective borrower

Insurable?

No

Policy application received Risk level estimated

System of record updated Broker of record is verified

Appropriate level of risk is allocatedYes

Binder documents created and invoice sent to borrower via producer

Borrower then either accepts rated policy or provides additional info to change it

System of record updated

Final agreement is e-signed

Policy issued

Archiving of policy documents in SharePoint

Wealth Management Use Case: Estate Planning Smart Automation

Client requires estate planning

What services are needed?

Letter of IntentTrust Beneficiary designation

Guardianship designationPower of attorney

Form link to a form asking for client for req’dinfo

Info already available?

Client completes form

Existing data prepopulatesYes

No

PDF documents are generated

Relationship Manager (RM) notified with cross-sell potential

Additional review necessary?

RM reviews and makes necessary edits

Documents are emailed to client

Yes

No

Parties meet to sign/notarize documents

Scanned documents placed in SharePoint

Documents filed with county

Public Sector Use Case: Public Record Request

Agency denies appeal, no new documents released

Agency accepts appeal more documents released

Requester is sent email to confirm

Appeal lodged by requester for more information

Agency responds to appeal

Agency releases information/documents

2nd level review of request

Request for public record is submitted via online form

Amended request

1st review of request—metadata used to identify records stored in content repository

Need for additional information/escalation

Agency receives request via email

Agency requests for clarification from citizen

Manufacturing Use Case: Automated Supplier Onboarding

New suppliers complete an online application form

Workflow checks to see if supplier already has an account

Manager is notified and sets up an account with terms

Once the account has been approved a welcome kit is emailed

Send SMS

CSR reviews current supplier account and conducts credit check

Yes

New opportunity created in CRM

CSR conducts a credit check

No

New supplier account is established & digital contract is generated & sent for eSignature

New account service request workflow is triggered

Approved

Energy Use Case: IoT-Enabled Equipment Maintenance

An IoT-enabled generator fails. and sends alert to the service provider’s API endpoint

Workflow is generated A case is created in the CRM

Field tech uses smart tagging & GPS to find the malfunctioning generator

Case is updated in the system of record and the work order is attached

Once the job is complete, client e-signs approval

Completed and signed work order & equipment service report are stored in Box

Sensor data generates work order and identifies field tech based on qualifying factors

Field tech is dispatched and the work order is on mobile app

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