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Nintex Webinar

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Digital Transformation Using O365, SharePoint Online and Nintex: Increase productivity by automating your processes by Alex Viera

Key Takeaways:
How workflow automation can help maximize 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 organization.

We will also look at how other companies are benefiting from automating their business processes.

Published in: Technology
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Nintex Webinar

  1. 1. Welcome Everyone! Thank you for joining us today Digital Transformation in SharePoint & Office 365 : Automate your Business *Netwoven Confidential & Proprietary Information
  2. 2. • Webinar content will last for 50 minutes followed by Q&A session which we will try to address key questions or we will follow up after the webinar. • If you have a question or an issue: o Type your question in the question window of the GoToWebinar control panel on the right side of your desktop o We will sort through the questions real time and present those most frequently asked to our panel at the end of the presentation o If you have any issue, click on the hand • If you have a question that does not get addressed, we will post answers in our Netwoven blog or contact us via email. How to Ask Questions Walt De Petris
  3. 3. 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
  4. 4. Netwoven Services Customers TECHNOLOGY SOLUTION CONSULTING • Nintex 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
  5. 5. 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 (Nintex/SharePoint/Office365)
  6. 6. Agenda for our session today…. • How much ($$$) are you losing every day? • Nintex Platform Overview • What kinds of manual processes can be automated? • Forms – Desktop, Mobile, and more…. • Workflow – Making a manual process flow with NO CODE! • Mobile Applications – Android, IOS, and others…. • Cloud Integration – Digital Signatures (DocuSign), and others… • Demo – Desktop, Mobile, DocuSign, Print Forms to PDF! • Nintex Jumpstart Program – YOU WILL BE SUCCESSFUL!!! • Q & A
  7. 7. How much time ($$) and productivity are you losing?
  8. 8. 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.
  9. 9. Stages of Employment Recruitment •Job application Pre- Employment •Background checks •Arbitration Agreement •NDA •Etc. Onboarding •I-9 & W-2 •FSA / HSA •Insurance •Payroll Deductions •Direct Deposit •401K •Etc. Open Enrollment (Annual) •Insurance changes •Benefit changes Change of Status Off-Boarding
  10. 10. Typical HR Forms Government W-4 I-9 Insurance Health Dental Vision Life Enrollment 401K HSA FSA Cafeteria Authorization Background Checks Direct Deposit Acknowledge Employee Handbook Drug Policy Agreements NDA Arbitration These forms all require signatures, but most don’t require data to be saved in SharePoint
  11. 11. Typical Open Enrollment Forms Insurance Health Dental Vision Life Enrollment HSA FSA Cafeteria
  12. 12. Nintex Workflow Platform
  13. 13. 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
  14. 14. Automate Business Processes Quickly & Easily › Design and activate workflows quickly and easily › Model and improve any business process – simple or complex › Create powerful logic, reporting, and management capabilities › Connect to companywide line-of- business systems
  15. 15. Automate Leave Request Notifications Leave Request Workflow • Request submitted • Workflow starts • Request sent to manager • Manager responds • Submitter notified • Workflow ends
  16. 16. Lazy Approval Overview Flexible Workflow Automation • Respond to tasks by email • No access to SharePoint needed • Easy configuration • Available in task actions
  17. 17. Automate more
  18. 18. Automate Business Processes Quickly & Easily › Design and activate workflows quickly and easily › Model and improve any business process – simple or complex › Create powerful logic, reporting, and management capabilities › Connect to companywide line-of- business systems Forms for Everyone on Any Device
  19. 19. Nintex Forms Designer
  20. 20. OOTB Device Layouts
  21. 21. Quick
  22. 22. Nintex Cloud Solutions
  23. 23. 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
  24. 24. DEMO… Forms Workflow Mobile Document Generation Document Conversion (PDF)
  25. 25. Nintex Jumpstart Program Our Commitment To Your Success • 2 x Training Sessions • Nintex Forms • Nintex Workflow • Hands-on Lab • Prescriptive Guidance • Best Practices • 8 hours - Nintex Solutions Architect • 80 hours - Nintex Development • Installation/Configuration Assistance
  26. 26. Thank you for your time today www.netwoven.com/nintex AlexV@Netwoven.com

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