report: vendor profile nintex: creating workflows that

REPORT: VENDOR PROFILE

Nintex: Creating Workflows that Enable Digital Transformation Product Overview and Buyer’s Guide for Nintex’s

Workflow and Content Automation Platform

Dr. Natalie PetouhoffVice President and Principal AnalystContent Editor: Courtney SatoCopy Editor: Maria ShaoLayout Editor: Aubrey Coggins

Produced exclusively for Constellation Research clients

January 19, 2017

© 2017 Constellation Research, Inc. All rights reserved. 2

TABLE OF CONTENTS

EXECUTIVE SUMMARY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

KE Y DIFFERENTIATORS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

ORGANIZ ATIONAL RE VIEW . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

RECOMMENDED SCENARIOS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

APPENDIX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

ENDNOTES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

ANALYST BIO . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

ABOUT CONSTELL ATION RESE ARCH . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26


E X ECU TIV E SU MM ARY

Nintex is a Digital Business Platform (DBP) that provides

an easy-to-use workflow and document generation

capability, allowing companies to transform their analog

business functions and operations into digital, automated

tasks involving people, processes, and content. The Nintex

platform, which is both on-premises and in the cloud,

is suited for businesses pursuing digital transformation

and offers advanced Workflow and Content Automation

(WCA) capabilities that improve the way people work at

companies of all sizes.

Nintex software, made for business users, enables point-

and-click workflow automation to handle everything from

basic business functions to company-wide processes with

a few clicks. Nintex’s intuitive user interface eliminates

the need for complicated coding and training for lines of

business, system integrators, and IT departments as they

pursue digital transformation. In addition, the workflow

analytics allow companies to more effectively optimize

workflows across organizations, be more productive and

intelligent, correct ineffective or inefficient workflows, and

thus increase revenue as well as decrease costs.

This vendor profile provides an overview of Nintex

Workflow Cloud and Nintex Hawkeye analytics, a process

Nintex

· Headquarters:

Bellevue, Washington

· Founded: 2006

· Type: Privately held

· 2016 Revenue: Approximately

$90 million

· Customers: More than 7,000 in

90 countries

· No. Employees: 400

· Website: www.nintex.com

· Twitter: @Nintex

Business Themes

Next-Generation Customer

Future of Work

Technology Optimization


intelligence engine. This report identifies key

differentiators and product offerings and

concludes with a short list guide for buyers.

KE Y DIFFERENTIATORS

To successfully compete in this increasingly

digital world, enterprises need to transform

their slow, error-prone operations from

manual, analog processes to automated digital

workflows and document generation.

Nintex’s platform allows businesses to

integrate their best-of-breed businesses

solutions and platforms as well as their IT

systems, even across large geographies. This

capability allows companies to coordinate

work across the business and reduce

the maintenance requirements for an

organization’s separate software systems.

Nintex provides both an on-premises and cloud

solution, reducing the risks of maintaining both

hardware and software as well as providing

a migration path for companies that are not

ready or able to move completely to the cloud.

In comparison to competitors, Nintex offers

the ability to create workflows outside of

SharePoint. Operating independently of

SharePoint enables Nintex to be a global,

digital transformation platform.

Another differentiator is Nintex’s intuitive

graphical user interface (GUI), which makes

Nintex easy to use and does not require a lot

of training to master. The Nintex software

eliminates the need for users to write code in

order to create workflows. And because many

workers are now mobile, Nintex delivers digital

workflow capabilities to mobile devices such

as smartphones and tablets. The Nintex mobile

app allows users to initiate and complete

processes, check tasks, capture data, submit

requests, and approve documents directly

from their mobile phones.

Digital transformation is not just about

connecting SaaS applications. Successful digital

transformation requires automation to ensure

processes from each of those applications work

well together. Without a workflow and content

automation platform and corresponding

analytics, many organizations find it difficult


to monitor the ROI of their many software

solutions. Nintex delivers these

workflow automation and investment

monitoring functions.

Nintex’s implementation partner program

assures robust support for buyers if a provider

other than Nintex is selected to implement

the platform.

ORG A NIZ ATIO N A L RE VIE W

Management Team

Chief Executive Officer John Burton joined

Nintex in 2013, bringing previous experience

as a general partner and co-founder of Updata

Partners, a technology growth equity fund

with over $700 million under management.

Over his 30-year career, Burton has also led

significant listed software companies.

Chief Financial Officer Eric Johnson has nearly

two decades of financial and operational

experience at mid-sized and large technology

companies. He served as vice president of

finance for Jive Software, where he helped lead

the company through its IPO process. Johnson

also served as vice president of worldwide

sales at Serena Software and held financial and

operational leadership positions at Merant,

InFocus, and IBM (formerly Sequent).

Alain Gentilhomme, chief technology officer,

brings 25 years of experience with product

development, product management and

technical leadership. He holds a Ph.D in

Electrical Engineering with an artificial

intelligence (AI) focus. He served as a senior

vice president of engineering and product

management at Parallels, where he led

product strategy and technology. He worked

for 12 years at Microsoft as a group program

manager, director, and technical evangelist.

Chief Legal Officer Jeffrey A. Christianson

brings over 23 years of experience as a senior

executive and chief legal officer. He was

executive vice president and general counsel

of F5 Networks. He was senior vice president

and general counsel of Western Wireless and a

senior vice president of business development

and general counsel at Wizards of the Coast.

Christianson was also a partner in Seattle’s

http://updata.com/

http://updata.com/


Stafford Frey Cooper law firm practicing

general business, commercial, product liability

and securities litigation.

Partnerships and Alliances

How a vendor educates and supports its

implementation partners and alliances is key to

an end user’s success. If the implementation is

not done by Nintex, but by an implementation

partner, how well the vendor supports these

partnerships and alliances determines how well

the implementation is likely to proceed.

Nintex has a wide range of partnerships and

alliances that deliver integrated workflow

solutions ranging from the very simple to

the complex. Partners are chosen by Nintex

to address the needs of the lines of business

(Customer Service, Finance, Human Resources,

Operations, Sales and Marketing), developers,

and IT professionals. Nintex’s Partner Central

network provides resources for each type of

partner and tier.

Nintex segments its partners into three tiers

based on experience with Nintex and the

overall performance obtained by the end

user. The three tiers are premier, certified and

registered partners. Premier partners are part

of an invitation-only group who works directly

with Nintex territory managers. Premier

partners are listed first in the Find-a-Nintex

Partner directory. The second tier consists

of certified partners who have formal Nintex

partner agreements in place and have technical

and consulting staffs that have been qualified

by Nintex and are listed in the Find-a-Partner

directory. The third tier of registered partners

has access to self-help resources from Nintex

and can register deals with Nintex as part of a

referral program.

Partners offer services for consulting,

technology, training and Nintex Drawloop,

which simplifies document creation

in Salesforce. Nintex supports these

implementation partners by providing:

• Lead registration support: Includes

managing all aspects of a transaction with

the ability for the partner to register leads,

request quotes, and submit purchase orders.

• Training and certification: Includes a

learning management system (LMS) with

https://www.nintex.com/workflow-platform/document-generation/drawloop-document-generation


online training courses for partners to earn

accredited Nintex certifications.

• Price lists: Detailed pricing for standard

and enterprise subscriptions and perpetual

licensing options.

• Marketing resources: Include go-to-market

campaign collateral to help offer consistent

messaging about Nintex’s benefits and end-

user outcomes.

• Sales guidance: Tools to help demonstrate

the value of Nintex’s solutions to

potential customers.

• Partner licensing: Gives the partners

internal use rights for testing and

demonstration environments.

• Partner campaigns-in-a-box: Full marketing

campaigns and assets designed to drive

demand for the Nintex Workflow platform.

Nintex provides partners with a variety of

capabilities to assure that its software will be

implemented well and that the user will receive

the benefits of the software.

Competitive Positioning

Nintex’s overall competitive positioning is

as a Digital Business Platform (DBP). Nintex

offers Workflow and Content Automation

(WCA), an emerging technology category that

consolidates the legacy technology markets

of Business Process Management (BPM) and

Customer Communications Management

(CCM). Nintex offers advanced WCA with its

easy-to-use workflow, document-generation

capabilities, and workflow analytics (workflow

process intelligence).

Notably, Nintex’s digital transformation

platform is made up of both Nintex Workflow

Cloud, which sets up workflow arrangements,

and Nintex Hawkeye, a process intelligence

engine. Together, they give end-users the

ability to deploy workflow along with the

analytics to determine which workflows need

optimizing and how to optimize them.

The host of Nintex digital SaaS connectors

allows clients to rapidly build and deploy

a digital automation workflow, content

automation (WCA), and a cloud transformation


platform without having to write code and

without needing extensive training. Not having

to write code means that the line of business

can take care of issues that need immediate

attention and have a direct effect on the

business without having to wait for IT

to implement a new workflow, which often is

low on the priority list for IT. With less

training required, the business can be up and

running quickly.

For companies that are not ready to move

everything to the cloud, Nintex also allows

them to create workflows that stretch across

both cloud-based and on-premises systems

and services, distributing work to multiple sites

for multiple purposes and moving data and

workflows to the cloud when they are ready.

This is key for companies that are regulated

and/or need time to determine their migration

path to the cloud.

Target Markets and Industry

Vertical Solutions

Nintex’s products are aimed at a wide

variety of industries. Target markets include

communications and media, education,

financial services, government, healthcare and

life sciences, legal, manufacturing, professional

services, retailing, and technology.

Nintex solutions are designed for a range of

lines of business within organizations, including

sales and marketing, finance, human resources,

IT, administration, customer service, field

service and safety.

Key Offerings

Nintex Workflow Cloud

Nintex Workflow Cloud is a workflow-as-a-

service platform with intuitive capabilities.

Nintex Workflow Cloud builds workflow

processes for any information sources like

SharePoint, Salesforce, NetSuite, Workday,

Office 365, OneDrive for Business, Dropbox,

and Box. Nintex’s workflow cloud enables

smart document processes by providing the

ability to integrate workflow capabilities with

intelligent document generation.


Nintex’s design enables users to easily design

and create automated workflow solutions with

a browser-based, drag-and-drop design canvas

so users can manage complex solutions with

little or no coding (see Figures 1 through 4,

and all other referenced Figures and Tables in

the Appendix).

Nintex Hawkeye

Nintex Hawkeye, which can be used on any

device, allows users to quickly and easily

monitor and analyze processes to ensure

the best processes are repeated and poorly

performing ones are improved. Hawkeye

analytics dashboards allows a company to

drill down into workflow data and filter by

process types, users, roles, and departments

for a complete view of process data. Hawkeye

analytics provide a picture of all existing

workflows, including an analysis of who is

doing the work, the length of time to complete

a workflow, as well as the ability to change

workflows that are not providing the best

return on the investment (see Figures 5

through 8).

The data types that Hawkeye can handle

include connectors, courses/resources, custom

actions, customer code, documentation

generation templates, forms templates,

solutions, user-defined actions and workflow

templates. Nintex provides solutions for

Microsoft SharePoint, Microsoft Project

Server, SharePoint Workflow, SharePoint

Forms, Microsoft Cloud 365 and Azure,

Salesforce, workflow automation and

document generation.

Application Use Cases

In evaluating the value of digital

transformation software, it is important to look

at departments that drive revenue and affect

customers. High return on investment (ROI)

use cases are processes that involve content

(documents, forms, records, etc.) for which

requests for further automation and process

improvement may take a long time for IT to

accommodate. Document processes for which

Nintex delivers high payback potential include

customer-facing processes (see Table 1) as well

as back-office processes (see Tables 2a and 2b).


Buyers should note the implementation

timeframe and associated costs of Nintex

represent a fraction of the thousands to

hundreds of thousands of dollars of operating

costs a year for a traditional enterprise-level

IT system. Transitioning from a traditional

single, formal, top-down development effort

to a rapid and diffuse development

environment is essential to an agile digital

business. Buyers should consider how Nintex

can help their organizations move to a rapid

development environment.

Customer References

Digital transformation emerged as a major

theme among customers that included

systems integrators and brands. A big trend

among Nintex customers is the desire

to have a connected, intelligent, singular

strategy for the digital workplace. This was

especially observable in customers in the

process of digital transformation. In digital

transformation, time-to-value as well as the

ability to effectively and efficiently deploy

digital transformation on a global scale is

essential for success.

Additionally, customers told Constellation

that digital document signature applications

(such as DocuSign) could only handle some

of the digital processes required to complete

the document processing workflow, whereas

a digital workflow system like Nintex could

also store documents in different areas of the

business, which is necessary.

Nintex’s workflow functions enable customers

to improve efficiencies during the digital

transformation process. Constellation found

that many of the gains came from having an

easy process to do tasks essential for digital

transformation. This includes moving to the

cloud, reducing the number and complexity of

workflows, reducing resources and reassigning

them to more important jobs as well as

reducing the number of software applications

used by the company. The savings resulting

from enhanced workflows allowed customers

to get to market faster with their products

and services.

In addition, some IT departments were able

to focus more on the needs of the business

instead of handling maintenance of many


separate software applications. For many

customers, Nintex improved the relationship

between the lines of business and IT.

Customers recommend starting with a pilot

program. Some, for example, started with 40

workflows using the Nintex solution. Once the

pilot proved successful, customers increased

the number of workflows and departments

implementing Nintex, often targeting up to 300

to thousands of workflows.

A Manufacturing Company

A manufacturing company used Nintex for

performance review management. Prior to

Nintex, performance reviews were completed

manually, with communication taking place via

email and Excel spreadsheet. It took 500 man-

hours to connect managers with direct reports

for performance reviews.

The manufacturer implemented Nintex’s

processes and forms for Human Resources,

which include spreadsheets for performance

reviews. HR managers at the manufacturer

can now use SharePoint to access the review

portal and supervisors can use the portal to

send performance reviews directly to HR

for approval. This provides easy tracking

and auto mail merge for the line-of-business

manager. The forms are pre-populated with

the direct report's information. These forms

and workflows enable managers to focus on

the content of performance reviews rather

than the process of completing the review.

As a result, the manufacturing company

experienced a 60 percent reduction in

workflow development time, a 75 percent

reduction in time spent to audit reviews, and

managers saved five minutes per performance

review. With 300 employees, the company

saved an estimated 10,000 minutes or 180

hours per year.

A Healthcare Provider

A healthcare provider used Nintex for

document reviews, approvals and compliance.

With the introduction of the Affordable Care

Act in the U.S., the healthcare company faced

an influx of new policies that demanded an

adaptation in business processes. The company

used Nintex to incorporate a number of


separate teams with manual workflows such

as Quality Assurance (QA). The company

was able to reconfigure task management

into a modern, streamlined solution that

met regulatory requirements and created

transparency, quality and less redundant work.

The IT department at the healthcare

provider, now a business partner with the

line of business, used Nintex to build three

applications for a cohesive, automated IT

system that includes document generation and

document management. Nintex enabled the

healthcare provider to use a single input source

to generate all documents required by law for

each healthcare plan. This automation reduced

workload to one-fifth the previous level and

ensured a greater accuracy in documents. The

healthcare company used Nintex Workflow

to process and distribute healthcare plan

documents to the provider’s vendors and

customer portals. The healthcare company

reported the following results from its Nintex-

based solution:

• More than 300 percent reduction in time

spent on document generation and approval

• Quality assurance increased effectiveness

by over 75 percent and reduced approval

time by 95 percent

• Automated processes reduced resource

requirements

• Customers received their documents in half

the time

• Customer service improved dramatically

with automated processes and reduced

processing time

A Consulting Firm

Lastly, a consulting firm wanted to make

its project management faster and more

consistent to better serve its clients. Manual

processes and a decentralized, ad hoc

document management system inhibited

transparency in project management.

The consulting company sought a better way to

conduct business, but found standard project

management software would require extensive

customization. The consulting firm’s technology

provider implemented Nintex Workflow for

Office 365, Nintex Forms, and Nintex Mobile,

together with SharePoint Online, to create a

comprehensive online project management


and tracking system. The system reduced time

needed for change requests from three months

to four days, cut time spent on paperwork by

80 percent, reduced time needed to set up new

projects by 67 percent, and facilitated business

expansion into new markets.

Pricing

Licensing and pricing can be obtained through

a partner or by buying directly from Nintex.

RECO MMEND ED S CEN ARIOS

Customer Service

In Customer Service, employees must be able

to easily find information to answer customer

questions. Nintex workflows improve

customer service by delivering quick access to

information and reducing wait times. Nintex

enables customer service agents to access

customer service information faster.

Research shows that dissatisfied customers

are up to twice as likely to tell people about

their customer service experience than people

who were happy with the service. However,

customers will reward a brand that quickly

resolves their issues. Research shows speedy

resolution of a complaint can actually increase

customer loyalty by 25 percent.1 With a

smooth, streamlined process for handling

customer complaints, call center staff can

be more effective and efficient, productivity

increases, and staffing costs can be reduced.

For example, a brand struggled with manually

processing customer complaints. Customer

care agents used Nintex forms to open a

new case when the customer had billing

questions. Using Nintex Workflow, the agent’s

completed forms were automatically entered

into the billing system. The workflow is set

up to send an alert to a customer service

employee about the customer’s concern.

The employee reviews the account and then

can take action. Automating this process

makes it easier to track the total number of

complaints and highlights patterns associated

with billing errors. This saved the company

over $300,000. Using an automated workflow

allowed the brand to be more consistent with

the information it was providing to customers

https://www.nintex.com/partners/find-a-partner

https://www.nintex.com/partners/how-to-buy#inquire


and reduced wait times, leading to an increase

in customer satisfaction with the customer

care department.2

Marketing and Sales

Nintex workflows can improve the efficiency

of marketing and sales teams. On average,

these employees use three to four different

applications to find and access the information

needed to do their jobs. Automated workflows

diminish busywork, leaving the employee to

tackle work that is most important to the job.

A leading wholesale producer and retail seller

of fuel and oil products with an annual revenue

of $28.5 billion needed a digital automated

workflow platform. The company had an

abundance of data, including trade show

materials, advertisements, website content,

printed materials, and sponsor materials

for events like football, sports car racing,

and national ski racing championships. The

company creates over 40 visual communication

books to manage all its marketing efforts,

which include over 50,000 data files used by

internal employees and external contractors.

Using Nintex, the company created an

automated, digital workflow to align these

assets with brand guidelines. This increased

the brand equity as well as streamlined all

processes, making approval for new marketing

materials faster and easier.

Innovation

Companies must transition away from the top-

down innovation model to a more diffuse, rapid

innovation model. Platforms like Nintex have

analytics software that allows all employees -

including the lines of business and IT - to see

which processes are working and which are

not, allowing employees to contribute to the

innovation and iteration process.

Information Technology

Digital, automated workflows and analytics

engines can be used to transform the IT

department into an integral business partner.

In many organizations, however, IT was very

focused on IT mandates – like maintaining

systems, upgrading systems and making

customized change requests from the


business. The “to do” list for IT typically was

very long and, often, requests from the line

of business fell to the bottom of IT’s priority

list. Because of the complicated nature of IT

systems and maintenance, it could take six

months to a year for IT to fulfill a request.

This led to a perception that IT departments

were not business-focused. IT’s role was

further diminished with the advent of SaaS

software. Lines of business could go around IT,

buy software themselves, and fulfill requests

formerly sent to IT.

Today, IT departments want to maintain

relevance by being agile and delivering

solutions the business needs. Nintex enables

IT organizations to deliver useful solutions to

the business because IT is no longer heavily

burdened with the large task of software

systems maintenance and upgrades. The IT

department can help the business choose

and use software like Nintex. Drag, drop and

deploy are now realities for end users.

Nintex is also important for companies

looking to reduce the number of applications

supported. Some companies using Nintex told

Constellation that they were able to eliminate

at least 60 to 70 applications, essentially

reducing two-thirds of the applications they

had previously supported. The work is put into

building workflows into Nintex and not into

maintaining hundreds of software applications.

Recommended Scenarios

Buyers looking for a digital transformation

platform to automate both customer-facing

and back-office capabilities and integrate with

most cloud and on-premises legacy software

should consider Nintex. Companies wanting

to host documents either on SharePoint or

outside of SharePoint should consider Nintex.

Additionally, organizations seeking to manage

digital transformation workflows separate

from SharePoint should consider Nintex.

In addition, companies looking to reduce

the complexity of any workflow, whether

internal-facing or customer-facing, can

expect efficiency gains with each workflow.

Customers who emphasized efficiency and


effectiveness found that shorter approval

times for projects reduced publication and

time-to-market times.

Nintex is ideal for companies looking to reduce

employee frustration with IT and attract and

retain top talent. The consumerization of IT

has changed expectations about ease of use

of applications in the workplace. Employees

today won’t accept solutions that are not

intuitive and easy to use. In fact, customers

interviewed by Constellation shared that Gen

X and Gen Y employees in particular perceived

a company as not innovative if it wasn’t using a

digital tool to transform workflows.

Digital, automated workflows allow businesses

to get work done in three months rather

than at least six months. Nintex is especially

important if companies are looking to grow

without adding resources. In some cases, they

are able to use Nintex to redeploy resources

into areas where they can be more productive,

eliminating jobs where the processes are highly

manual and redundant.

Companies said that when they wanted to add

a vendor, it is often a difficult, cumbersome

process that varies for each country. Nintex

provided a digital, systematic approach, saving

time, reducing errors and lessening delays.

Buyers who want to transform the IT

department into a true business partner should

consider Nintex. A workflow management tool

helps the IT department shift its focus from

maintenance mandates to partnering with

the lines of business to improve innovation

and service.

In addition, the Nintex work center application

allows companies to change or fix something

quickly on a VPN. For senior executives who

use VPNs, work gets done quicker, allowing

organizations to be more agile.

Nintex is a good choice for systems integrators

that are looking to help businesses with

their digital transformation efforts. Systems

integrators working with marketing can use

Nintex to automate requests that might fall

to the bottom of IT’s to-do list. This helps the

systems integrator to directly accomplish goals


with marketing, instead of having to work

with multiple departments with competing

priorities. Brands can create great customer-

facing experiences as well as cohesive

internal workflows.

Industries, such as insurance and healthcare,

are a good fit for Nintex’s capabilities when

their goal is to transform internal workflows

directly affecting the external customer

experience. Hospitals with efficient internal

workflows reduce friction and enable

physicians to focus more on engaging

with patients rather than on cumbersome

processes. Effective workflows can help

reduce hospital staff and physician attrition

and provide a better customer experience

for patients.


APPENDIX

Figure 1. Nintex Workflow Cloud, showing a drag-and-drop workflow automation canvas for

a contract approval.

Source: Nintex


Figure 2. Nintex Workflow Cloud, showing a drag-and-drop workflow automation canvas to

create an email for the contract management process.

Figure 3. Nintex Workflow Cloud, showing a drag-and-drop workflow automation canvas to

complete the contract management process.

Source: Nintex

Source: Nintex


Figure Figure 4. Nintex Hawkeye, showing how the contract management process dashboard

delivers results.

Source: Nintex

Figure 5. Nintex Hawkeye analytics drive process efficiency and effectiveness by capturing

and sharing data for the process of contract management.

Source: Nintex


Figure 6. Nintex Hawkeye is used for an expense claim process, for which claims submitted

and service level agreement infringements are shown and sharing data for the process of

contract management.

Source: Nintex

Figure 7. Nintex Hawkeye analytics has a dashboard showing process performance and

analytics data to help improve the expense claim process.

Source: Nintex


Figure 8. Nintex Hawkeye analytics has a dashboard showing process performance and

analytics data to improve the contract management process.

Source: Nintex


Customer-Facing Departments’ Processes, Documents and Workflows

Marketing Sales Customer Service/Customer Experience

· Lead automation and conversion

· Collaborative content review and

approval

· Customer interactions and engagement

· Trade show follow-up

· Website forms and calls-to-action

· Developing a mobile strategy

· Creating a digital transformation

strategy

· Eliminating digital workflow fatigue

· Big Data analytics

· Reducing time for signature approvals

· Proposal and contract generation,

· review and collaboration

· Quote to cash

· Sales compensation plan automation

· Contract lifecycle management

· Loan origination

· Creating a digital transformation strategy


· Accelerating buying behaviors with easy to

deploy calls-to-action


· Field service automation

· Help desk and CRM

· Customer engagement and complaints

· Creating a digital transformation strategy


· Transforming the customer journey and experience


· Enhancing Internet of Things (IoT) customer experience

Table 1. Nintex addresses customer-facing processes

Source: Constellation Research

Back-Office Departments’ Processes, Documents and Workflows

IT Finance HR

· Help desk

· Service provisioning

· Virtual equipment management

· Internet of Things (IoT) applications and

sensors that are optimally managed


· Budget and financial planning

· Contract negotiations and approvals

· Contract management and lifecycle

· Purchase approval

· Travel requests

· Expense reports

· Capital budgeting requests

· Talent recruiting and acquisition

· Talent on-boarding and off-boarding

· Talent performance management

· Creating a digital workplace and culture


Table 2a. Nintex addresses back-office processes


Back-Office Departments’ Processes, Documents and Workflows

Legal Facilities and Equipment HR

· Contract generation, review and

· collaboration

· Mergers and acquisitions governance

· Legal compliance


· Safety inspection reporting

· Equipment maintenance

· Incident recording and reporting

· Quality assurance


· Product testing and acceptance

· Product release management

· Beta product management process

· Resource tracking and management

· New product requests, business process management

and document management



Table 2b. Nintex addresses back-office processes


ENDNOTES

1 “Stop Trying to Delight Your Customers”, Matthew Dixon, Karen Freemen, Nicholas Toman, Harvard Business Review, July-August 2010, https://hbr.org/2010/07/stop-trying-to-delight-your-customers

2 “Eight Ways Customer Service Affects Your Business’s Bottom Line”, Andrew Gazdecki, Bizness Apps, https://www.biznessapps.com/blog/8-ways-customer-service-affects-your-businesss-bottom-line/


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