Pursuing Digital Transformation with Nintex Forms & Mobile
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Agenda: -What is Digital Transformation? -Understanding form-driven workflow -Keys to success with forms & workflow: simplicity, mobility, value -About Nintex
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Pursuing Digital Transformation with Nintex Forms & Mobile
Editor's Notes
- Many definitions of ‘digital transformation’. It’s become a buzzword. Digital transformation closes the gap between what digital customers already expect and what analog businesses actually deliver. The reason we are talking about forms and workflow is that customers (internal & external) expect (and need) efficient, automated, digital processes. Nintex helps with that.
- The business form of today is constantly evolving. Initially conceived as a paper document, the form is now electronic Example – consolidating my super funds Initially conceived as a paper document, the form is now electronic and can surface on any number of form factors: Desktops Laptops Mobile devices Perhaps in your car or via AR/VR in future. Parallel evolution of forms from simple structured documents to the primary interface used to collect data by a variety of enterprise processes and applications.
- When using business forms, organizations not only need to implement the right process but also an effective strategy. Modern forms should enable rich interaction with business processes. They should aggregate data and content from multiple sources, and encourage informed and collaborative human interaction. Organizations should also strive for business forms to be effective, efficient, easy for the designers to build, and so simple that anyone in the company can use them. With an integrated approach to forms, a solid forms strategy can be built that will help organizations gain a critical edge in their industries.
- The next time you create or use a form, consider whether it is part of a bigger picture. Does the form drive other processes? Are there other forms that work in tandem with this form? What most organizations find in answering these questions is that no matter how simple the form may be or how little data is being collected, there most certainly needs to be a process or workflow running behind it. When a form is connected to a workflow, it not only provides the fields related to the task at hand, but also a variety of workflow variables and data points. On the process side, the workflow can condense or expand on line items, send and receive data from apps both on-premises and in the cloud, and assign task-specific forms to users containing the fields they need for the task.
- This is a real print out of a InfoPath form used by a customer… but it isn’t really a thirty one-page form. It has around 8 different sections that are labelled “FOR OFFICE USE ONLY” Anytime you see a form with the words ”for office use only” you really have a workflow. Many forms are more complex than they need to be. Frankly, it’s because people expect too much from forms alone. A complex form with built-in process logic is a recipe for disaster and can quickly escalate to a situation where a form is so complex that it defies alteration or maintenance or even worse, renders it unusable.
- This is one Process with 8 forms. We see forms as a front end for workflow… the “user interface” for business processes.
- Today, employees are using mobile devices, working off-site, and in some cases bringing their own devices to the corporate environment. If you want to get the best work out of your people, you need to give them every tool it takes to be productive on the go. To best work with all these scenarios, workflow automation solution must be designed that supports mobile across all key platforms but doesn’t require special effort. Every forms-driven workflow solution should be mobile ready.
- People need to work without borders. Workflow automation brings process work to your people, wherever they are, on any device, rather than asking them to add yet another website or app to check regularly. Workflow automation solutions get used because they’re a help, not a burden. Work should follow the user, not the other way around. If we send a task to the place the user works, the odds are better of it getting done, and getting done on time. And there are many places users work. A lot of them are mobile. Moreover, a lot of people would prefer not to have their inboxes cluttered with task assignments. Even more people need to collect data in remote locations, and can’t depend on constant Internet access. We address all of these issues by putting your work in you pocket using Nintex Mobile Apps Your people expect to get to their work, regardless of where they are and what device they choose to use.
- Many forms are more complex than they need to be. Frankly, it’s because people expect too much from forms alone. As a form designer, consider all the ways in which a person will interact with a form and choose the best user interface for each part of the process.
- Capturing data in an electronic form and not connecting it to any workflow automation is a limited-value scenario. People often approach a solution in this way when they wish to maximize simplicity when moving away from a difficult, paper-based solution.
- Capturing data in an electronic form and not connecting it to any workflow automation is a limited-value scenario. People often approach a solution in this way when they wish to maximize simplicity when moving away from a difficult, paper-based solution. However, once data is collected, you still need to do something with the data you collect; you need the data to surface somewhere else and have processes that ensure that the data in the document syncs with the data in an addressable form. As a result, forms tied to workflow automation solutions provide incredible value. A process or involved workflow strategy is needed to deliver that value. The key is identifying where the value needs to go and what end result should be extracted from the use of the forms.
- Nintex Mobile makes your workflows mobile. You can submit forms, online or offline You can take advantage of native mobile features like geolocation, camera, date & time etc. in your mobile forms If your process needs bar code or QR code scanning, you can do that as well. There is little to no effort involved in building and deploying mobile apps. Once you design the forms that are browser ready, you can create a mobile ready layout and publish it to the Nintex mobile app or custom branded app with no additional development effort.
- With Nintex Forms you get a: Browser based designer that is embedded within SharePoint and Office 365 The forms designers is a natural drag and drop interface You can integrate with databases and web services to extend forms to on-prem and cloud applications beyond SharePoint and Office 365 You can custom brand the forms with custom logos, artwork, and layouts And more importantly, you can design forms that are tied to workflows
- Let’s summarize… Nintex Forms and Nintex Mobile: You’re investing in a technology that will continue to be supported and enhanced It is SharePoint and Mobile ready Tightly integrated with the Nintex Workflow Platform It’s not a desktop application