The document provides an overview of Nintex's approach to process management and automation, highlighting its benefits such as increased efficiency, reduced manual processes, and improved compliance. It emphasizes the challenges organizations face in digital transformation and the advantages of using Nintex tools for automating workflows, mapping processes, and integrating with existing systems. Additionally, it showcases case studies demonstrating Nintex's impact on organizations like Zoom, illustrating a move towards 100% automation in various business functions.

1. Nintex Workflow Overview
David J. Rosenthal
VP, Digital Business
April 2, 2021

2. Companies today are under
increased pressure to manage
and automate processes
Identify and remove
unnecessary steps
Optimize resource
allocation
Standardization and
repeatability
Paperwork eliminated
COST
REDUCTION
Identify late actions, non
approvals
Overlooked tasks and
compliance violations
Enhanced visibility and
accountability
Reduce human error
RISK &
COMPLIANCE
Execute with speed and
agility
Improved communications
Eliminate repetitive and
manual processes
Empower employees to
streamline process
INCREASED
PRODUCTIVITY

3. Of enterprise business processes
remain highly manual today
despite past digital efforts
Of enterprises require ongoing
process improvement with
process automation changes
Of enterprises feel processes
aren’t well understood or
up-to-date in their business
75% 68% 80%
Why organizations struggle to digitally transform
LACK OF VISIBILITY
into core business processes
LACK OF RESOURCES
to meet business demands
LACK OF CAPABILITY
to handle your complex processes

4. Discovery &
Mapping
Automation
Time-to-value
ROI
Nintex Approach to Process Mgmt. and Automation
Traditional approach
Hard - siloed, difficult to document
and little standardization
Restrictive - relies on heavy coding
and bespoke AppDev
Easy - collaboratively map, improve,
and prioritize processes quickly
Agile - low code, drag and drop,
powerful, dozens of connectors
Slow - cumbersome multi-month
and year-long projects
Fast - implement in days to weeks,
built for constant change
Expensive - costly consulting,
rigid apps, difficult to scale
Affordable - scalable, easy-to-update,
low total cost of ownership

5. ERP
Legacy
Systems
Office
Apps
CRM
SharePoint
& Portals
Collab.
Apps
Storage
LoB Apps
WebApps
/ APIs
Documents
Web Apps/
APIs
2
3
Map & Manage
Processes
1
Enterprises
tackle these
challenges
Manage
Automate
Optimize

6. Xtensions | System Orchestration | Connections & APIs | Template Gallery
Analytics | User Management | Security | Governance
Shared Platform Components
Customer Success & Support
Easy-to-Use. Powerful. Complete.
Nintex
Promapp®
Nintex Forms
& Mobile Apps
Nintex
Workflow
Nintex
DocGen®
Nintex Sign ®
powered by
Adobe Sign
Nintex
RPA
Design
sophisticated forms
for all stakeholders
in office or on-the-go
Automate
advanced business
processes for people,
data, and documents
eSign
documents with
signature-based
workflows
Discover & Map
business processes
with tools, process
owners and participants
Create
documents with key
data and automation
quickly and easily
Drive
speed and volume by
mimicking most human-
computer interactions
Nintex
Analytics
Optimize
workflow performance
and gain insight with
process intelligence

7. Nintex | Workflow
Powerful and easy-to-use workflow automation to streamline the processes that make
up the core of your business
Intuitive, drag-and-drop visual design
canvas with no coding required
Quickly deploy automated workflows
across business
Connect to your existing business
systems (Salesforce, Google,
Microsoft, Legacy on-prem, and more)
End-to-end automation, integrating
process mapping, document
generation, RPA and e-signature
capability within workflow
Fast time-to-value; lowest total cost
of ownership

8. Nintex | Forms & Mobile Apps
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
Leverage rules and formula-builder to
further customize your form

9. Nintex | Connectors & Xtensions
Extract additional value out of your business systems by integrating them into
workflows as part of your process automation
Drag-and-drop existing connector into
canvas to connect to your system
Connect every tool that your
employees and customers use via
Xtensions
Break down app silos and maximize
business value
Fast time-to-value

10. Explore your data and find actionable insights with Nintex Analytics to monitor
workflow performance and optimize your processes
Nintex | Process Intelligence
Understand how your processes
perform and measure their efficiency
Discover actionable insights and
optimize your processes
Identify bottlenecks within your
processes
Calculate return of your automation
investment

11. Nintex | DocGen®
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

12. Improve the way people
work through process
management and
automation.
Mission

13. About
Nintex Serving more than 10,000 customers
including 50%+ of Fortune 500 with
high customer satisfaction - NPS 75+
Generating more than $200 Million
annual recurring revenue while
achieving industry leading profitability
The world’s largest privately held
software vendor for process automation
A great place to work with 800+ team
members worldwide

14. STRICTLY CONFIDENTIAL
Serving 10,000+ Customers
TECHNOLOGY MANUFACTURING GOVERNMENT
FINANCIAL SERVICES RETAIL & CPG SERVICES
HEALTHCARE ENERGY ENTERTAINMENT & MEDIA
50%+ of the Fortune 500 have standardized on Nintex
with 100s/1000s of process apps per company

15. Nintex Makes it Easy to Manage, Automate & Optimize
Simple to sophisticated processes across departments and business systems
HUMAN
RESOURCES
Employee
recruitment
Employee
onboarding
Training
Performance
reviews
FINANCE
Vendor
management
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

16. Source: Nintex Case Study
Supports 5x
increase in channel
business
1/3 reduction in
contract staff
Boosts
competitiveness
The amount of manual touches we needed
was very difficult for us even at the lower,
pre-COVID-19 volume. We would never have
been able to keep up without our use of
Nintex. Now, we’re not only keeping up with
much higher volume, but we’re sending out
auto-confirmations to partners consistently
and in real time, as opposed to taking up to
three days.
Yesenia Orozco
Channel Operations Manager, Zoom
Zoom Video
Communications, Inc.
PROFILE
Zoom Video Communications provides cloud-based video and
web conferencing to bring teams together to get more done in a
frictionless environment. Based in San Jose, California, with
2,800+ employees worldwide, Zoom helps enterprises create
elevated experiences with leading business app integrations
and developer tools.
BUSINESS SITUATION
Zoom already needed to scale up its processing of channel
orders to meet rising demand when the company experienced a
boom in business during the COVID-19 crisis. Then, the need
became critical.
SOLUTION
Zoom replaced its largely manual order tracking and
management process with a solution built on Nintex Workflow
Cloud that integrates with Zendesk and Salesforce to automate
the steps from order intake through purchase-order confirmation
and provisioning.

17. 100% AUTOMATION
Nintex in action example: HR Onboarding
Make
employee
offer
Complete
new
employee
forms
Set up
employee
in HR
systems
Set up
employee in
Payments
systems
Order
equipment,
setup IT &
system access
Schedule
orientation
& first day
actions
Review &
check-in
1. Nintex Promapp® 2. Nintex Workflow 3. Nintex RPA 4. Nintex DocGen®
+ Nintex Sign™
powered by Adobe Sign
Streamlined, automated process allows employees to
focus on more strategic endeavors

18. 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
Manage & Automate – Industry Specific Processes
Sophisticated to complex processes

19. is the highest-scoring
Forrester Wave Leader in
DPA For Wide Deployments
…even before adding RPA capabilities
RECENT INDUSTRY RECOGNITION

20. © 2021 Razor Technology, LLC www.razor-tech.com
David J. Rosenthal
VP & General Manager
Digital Business
@DavidJRosenthal
Slideshare
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
Office: 866.RZR.DATA
LETS KEEP IN TOUCH

22. Streamline reviews and approvals to get deals done faster with improved
compliance and eSignatures
Nintex | Sign® powered by Adobe Sign
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

23. Create signature-based workflows to trigger automation before, during,
and/or after a signature event
Nintex | Sign® powered by Adobe Sign
Reduce time-to-signature by 95% with
e-signing on any device
Gain visibility of document status at all
stages
Activate/update other business
applications after a signature
Archive signed documents to multiple
end points

24. Driving Customer Adoption & Success
Community
Meet, interact, and learn from over 12,000
process mapping and automation peers
• Interactive user forums & Process Accelerator Gallery
• Technical blog series & knowledge base
• User groups & events
Training & Certification
Learn about and get certified on the Nintex
Process Platform
• Library of free, on-demand training content
• Virtual instructor-led training
• Practitioner & Expert Certification exams
Customer Support & Success
Teams dedicated to driving Nintex adoption
and digital transformation success
• 24/5 follow-the-sun technical support
• Coordinate and lead design & deployment
• Subject matter experts to show what’s possible