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Building Microsoft SharePoint Workflow & Forms using Nintex

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In this session we will discuss how workflow automation can help maximise your investment in Microsoft SharePoint and Office 365. We will demonstrate how Nintex (Workflow/Forms) can automate your time-consuming, manual processes and create streamlined workflows in every department (HR, Operations, Finance, Sales, Marketing, IT) of your organisation. Nintex is an intuitive, non-code, browser-based, drag-and-drop workflow/form designer that reduces the work involved in building, using and improving processes. We will also look at how other companies are benefiting from automating their business processes.

Speaker: Alex Viera

Alex Viera (MCTS, MCP) is a Nintex Solution Architect. He focuses on Cloud Solutions (Design, Development, Deployment, and Migrations). He has over 28 years of overall development experience including 17 years as a Microsoft Software Design Engineer and Technology Solutions Professional.

Published in: Technology
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Building Microsoft SharePoint Workflow & Forms using Nintex

  1. 1. Who is Netwoven? 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
  2. 2. Netwoven Services Customers TECHNOLOGY SOLUTION CONSULTING • Nintex #1 Premier Partner • New Deployments / Migrations to Office365 • Dynamics CRM solutions • Social and Search based solutions • Expert Staffing Assistance • Enterprise Content Management • Web, Intranet & Collaboration Sites • Big Data Management & Visualization • Integrated Digital Marketing • Platform Managed Services
  3. 3. Alex Viera – AlexV@Netwoven.com •Nintex Solutions Architect @ 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. • Exceptional Nintex Customer References!
  4. 4. How much time and productivity are you losing?
  5. 5. Everyday Processes Can you approve my Vacation Request? Can you approve my Vacation Request? I need this Expense Report approved. Please Review this Document ASAP. Here’s some Social Content to publish. I need this Expense Report approved. Here’s some Social Content to publish. What is my Job Task? Please Review this Document ASAP. Can you approve this Equipment Purchase? What is my Job Task? Please Review this Document ASAP. Can you approve this Equipment Purchase? I need Employee Onboarding. I need Employee Onboarding. Can you approve this Equipment Purchase? What is my Job Task? I need Employee Onboarding. IT - PRO
  6. 6. 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
  7. 7. › Design Workflows quickly and easily › Leverage your SharePoint investment › No code solution › Governable Powerful, yet easy, workflow tool
  8. 8. Nintex Workflow Designer
  9. 9. Automate ANY Request Notifications Leave Request Workflow • Request submitted • Workflow starts • Request sent to manager • Manager responds • Submitter notified • Workflow ends
  10. 10. Lazy Approval Overview Flexible Workflow Automation • Respond to tasks by email • No access to SharePoint needed • Easy configuration • Available in task actions
  11. 11. › Design forms quickly and easily › Generate forms for browsers, including tablet and mobile › Publish to the cloud with one click › Build comprehensive mobile business applications Forms for Everyone on any Device
  12. 12. Nintex Forms Designer
  13. 13. SharePoint List ColumnsGeneral Nintex Forms Controls
  14. 14. Cascading Lookups Overview Sophisticated Forms Made Easy • Greater flexibility • Field dependency • Filter form fields • Show relevant data • Easy-to-use forms
  15. 15. › Deliver pictures, videos and other data directly into your processes › Give users access to forms, even when they’re not connected › Enable users to stay productive everywhere with real-time synchronization › Optimize for your device and platform of choice Seamless Workflow at Your Fingertips
  16. 16. Nintex 2013 Mobile Status Screen
  17. 17. › Rapidly connect workflows to a wealth of cloud services › Connect your platform to support hybrid deployments › Deliver anonymous forms to users outside your firewall › Publish custom workflows without deploying code Harness Mobile, Social & Cloud Capabilities
  18. 18. Demo…
  19. 19. 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
  20. 20. Nintex JumpStart Program • 6 hours Nintex Forms and Workflow Training ($150/hr.) • 8 hours Nintex Solutions Architect ($175/hr.) • 80 hours Nintex Development ($45/hr.) $5900 (subtotal) - $2000 (JumpStart Discount) $3900
  21. 21. 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 22 languages Millions of licensed users 90+ countries Thousands
  22. 22. www.nintex.com

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