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The Future of Business Process With Nintex

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The most complete platform for process management and automation
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The Future of Business Process With Nintex

  1. 1. The Future of Business Process Manage, automate, and optimize with Nintex David J. Rosenthal VP, Digital Business, Razor Technology Microsoft Ignite - November 7, 2019
  2. 2. Agenda • Automation journey • nintex Platform • Process Mapping • Workflow • Robotic Process Automation • Process Intelligence (Analytics) • Mobile • Forms • Document Generation • Electronic Signature • nintex overview • Stats and facts • Customers • Training, Resources, & Professional Services
  3. 3. COMPLEX SIMPLESOPHISTICATED LOWHIGH Lack Visibility into the Breadth of Operating Processes Too Hard to Implement - Heavy Coding Required Lack Power - Only for Simple Processes Orgs Operate with Inefficient Processes Because: Complexity of Business Processes AutomationImpact 3 2 of all enterprise processes remain highly manual 1 68% Despite Efforts to Digitally Transform Business Operations…
  4. 4. ERP Legacy Systems Office Apps CRM Manage Automate Optimize SharePoint & Portals Collab. Apps Storage LoB Apps WebApps / APIs Documents Web Apps/ APIs 2 3 Map & Manage Processes 1
  5. 5. nintex Platform The Bottom Line Transform time-consuming processes into intuitive, integrated, and intelligent workflows that contribute to success. Automate, orchestrate, optimize with the no-code nintex Platform Advanced Workflow Process Intelligence Mobile Apps Document Generation Modern Forms Process Mapping Robotic Process Automation Electronic Signature
  6. 6. Process Mapping • Turn complex process maps, Visio charts, and procedure documents into clean, simple, and accessible process maps • Drive company-wide collaboration, accountability, and process improvement • Simplified process capture and mapping • Powerful team engagement • Centralized process management
  7. 7. Advanced Workflow • Streamline labor intensive business processes that require data, documents, collaboration, approvals and signature • Intuitive, drag-and-drop visual design canvas with no coding required • Deploy workflows across systems of record, content repositories, and communication channels • Trigger alerts, auto-assign tasks and reviews
  8. 8. • Quickly and cost-effectively automate routine, manual tasks without the use of code in an easy-to-use, yet powerful drag- and-drop interface. • Easy-to-use, yet powerful and accessible to even non-technical users • Get tasks automated in hours & days • System to system automation Robotic Process Automation
  9. 9. Process Intelligence • Understand how your processes perform and measure their efficiency • Discover data and optimize your processes • Identify bottlenecks within your processes • Calculate return of your automation investment
  10. 10. Mobile Apps • Leverage all of your data to effortlessly create documents that drive business results • Trigger data-driven documents on demand or via a schedule • Activate data captured via form or from CRM other systems of record without cutting and pasting • Improve compliance with approved templates • Deliver Word, PowerPoint, Excel, and PDF docs via efficient channels
  11. 11. Modern Forms • Create dynamic online forms to capture and submit accurate and current data from wherever you are, on any device • Quickly and easily build and customize your form with no coding required • Submit a form where you are, on any device, so data is always collected • Enable authentication option to improve governance and usage of your form
  12. 12. • Leverage all of your data to effortlessly create documents that drive business results • Trigger data-driven documents on demand or via a schedule • Activate data captured via form or from CRM other systems of record without cutting and pasting • Improve compliance with approved templates • Deliver Word, PowerPoint, Excel, and PDF docs via efficient channels Document Generation
  13. 13. Electronic Signature • Streamline reviews and approvals to get deals done faster with improved compliance and eSignatures • Assign different roles such as signer, approver, delegator, plus more • Enable recipient authentication before signing; password-protect signed documents after signing • Send multiple documents for signature at once • Trigger alerts, auto-assign tasks and reviews nintexsign™ powered by AdobeSign
  14. 14. nintex Workflow Cloud nintex Deployments
  15. 15. Nintex Subscription Process Intelligence Mobile Apps Modern Forms Document Generation Electronic Signature Process Mapping Advanced Workflow Robotic Process Automation
  16. 16. nintex Overview
  17. 17. • Billions of process executions annually • More than 8,000 customers worldwide • Clients in more than 90 countries • 100s of industry partners The Global Standard in Process Management and Automation Company Overview & Leadership Why Customers Choose Nintex Market Scale • Founded in Australia in 2006 • HQ in Seattle (Bellevue) since 2013 • 500+ employees worldwide in 12 offices • Profitable for more than a decade • High customer sat - NPS over 70% Industry Recognition 1. Fastest Way to Build Apps 2. Lowest Total Cost of Ownership 3. Highest Overall Satisfaction Helping Enterprises Achieve Digital Transformation
  18. 18. Technology Manufacturing Government Financial Services Retail & CPG Services Healthcare Energy Entertainment & Media Serving More Than 8,000 Customers 30% of the Fortune 500 have standardized on Nintex with 100s/1000s of process apps per company
  19. 19. Nintex Makes it Easy to Manage, Automate & Optimize Processes Across Departments and Business Systems Simple to Sophisticated Processes Human Resources Employee recruitment Employee onboarding Training Performance reviews Finance Purchase requests Budget forecasting Invoice processing Accounts receivable Legal Contract management Sarbanes Oxley 404 Audits Foreign export controls Self-service NDAs IT Equipment requests Help desk support Device management Compliance policies Sales Opportunity management Deal support requests Discount approvals Deal phase monitoring Marketing Press release approvals Customer story gathering Creative brief automation Creative reviews
  20. 20. Manage & Automate - Industry Specific Processes Insurance Providers Policy underwriting Claims processing Payment delinquency Customer service Banking S&Ls, Cus Client onboarding Loan origination KYC compliance Account closures Wealth Management Annual renewals Referral management Pitch deck creation Estate planning Healthcare Providers Physician contracting Patient onboarding Medical asset service Patient satisfaction surveys Pharma Companies CRO site inspection Clinical trial recruitment Investigator forms Adverse event reporting Medical Devices GxP protocols Clinician onboarding Site inspection reports CRO contracting Industrial Manufacture Regulatory approvals Product quality Equipment service Supplier onboarding Public Sector Public records management License applications Proposal management Incident management Sophisticated to Complex Processes
  21. 21. Training, Resources, & Professional Services
  22. 22. Training, Resources & Professional Services • Training & enablement • Customer Training Portal covering Basic & Intermediate Training • https://learn.nintex.com • Resources & continued success • Dedicated Nintex Account Manager & Customer Success Manager • Sessions coordinated within 2-4 weeks Professional Services • Razor Technology offers deployment, development, integration and production support services for entire Nintex portfolio
  23. 23. Contact Information © 2019 Razor Technology www.razor-tech.com • David Rosenthal • VP & General Manager • Digital Business • @DavidJRosenthal • SlideShare • Blog: www.razor-tech.com 5 Tower Bridge 300 Barr Harbor Dr., Suite 705 West Conshohocken, PA 19428 www.razor-tech.com David.Rosenthal@razor-tech.com Cell: 215.801.4430 Office: 866.RZR.DATA LETS KEEP IN TOUCH 24

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