Transformative Mobile Solutions - SharePoint and Nintex Case Study

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SharePoint definitely has gaps in Forms and Workflow. In this case study we evaluate a business process automation solution using Nintex forms, Nintex workflow and Nintex mobile

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Office Mix
Office 365 & SharePoint
Transformative Mobile Solutions
SharePoint + Nintex
A Mobile Workflow Case Study
Joel Oleson
Biz Dev Director

Your Tour Guide: SharePoint Joel
• Industry’s Most Connected Global SharePoint Guy
• First Full-Time SharePoint Admin
• Top 50 SharePoint & Office 365 Influencer
@joeloleson collabshow.com Travelingepic.com

Mobile SharePoint as a Case Study
Did you know? Masks used with PAP therapy
generally tend to last 3 to 6 months.
X Healthcare provides a wide
range of home medical
equipment to help improve
the quality of life for patients
with special needs

Current Challenges
No Proof of Delivery = No insurance
payment
• Failed Delivery: Delivery delays and
missing parts and other exceptions.
• Out of compliance: Lost Receipt,
location is suspect.
• Legacy processes: Current paper
process is used due to connectivity.

Proposal: Streamlined Delivery
• Automate: Nintex Workflow optimize business processing and
notifications
• Anytime Anywhere: Nintex Mobile for mobile forms, GPS tracking,
data gathering, offline, signatures
• Streamlined: Nintex Forms for digital forms, validation, and business
integration
• Professional & Auditable: Nintex Drawloop for document assembly
for finished documents

• Mobile and Offline
• Business Data Form
Validation
• GPS
• Digital Signatures
• Mobile Photo
attachment
From Paper to Electronic

Integrate business requirements…
• In App Sign
• DocuSign
• Salesforce
• Dropbox

Trust but Verify: Alerts SLAs and Accountability

Transformative Mobile Solutions - SharePoint and Nintex Case Study

SharePoint Futures: Microsoft Flow, Powerapps, and 5 steps to Business Process Automation made easy Listen to Joel Oleson open up the latest in the future of SharePoint and Office 365 as we address product gaps. InfoPath is dead, SharePoint Designer is deprecated. We will properly position current SharePoint investments and look at the latest in SharePoint 2016 with Flow, Power Apps, and powerful solutions like Infowise as we look at industry trends and address product gaps to simplifying business automation today.

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Transformative Mobile Solutions - SharePoint and Nintex Case Study

1. Get inspired aka.ms/mixgallery Do more with Office Mix Office 365 & SharePoint Transformative Mobile Solutions SharePoint + Nintex A Mobile Workflow Case Study Joel Oleson Biz Dev Director

2. Your Tour Guide: SharePoint Joel • Industry’s Most Connected Global SharePoint Guy • First Full-Time SharePoint Admin • Top 50 SharePoint & Office 365 Influencer @joeloleson collabshow.com Travelingepic.com

3. Mobile SharePoint as a Case Study Did you know? Masks used with PAP therapy generally tend to last 3 to 6 months. X Healthcare provides a wide range of home medical equipment to help improve the quality of life for patients with special needs

4. Current Challenges No Proof of Delivery = No insurance payment • Failed Delivery: Delivery delays and missing parts and other exceptions. • Out of compliance: Lost Receipt, location is suspect. • Legacy processes: Current paper process is used due to connectivity.

5. Proposal: Streamlined Delivery • Automate: Nintex Workflow optimize business processing and notifications • Anytime Anywhere: Nintex Mobile for mobile forms, GPS tracking, data gathering, offline, signatures • Streamlined: Nintex Forms for digital forms, validation, and business integration • Professional & Auditable: Nintex Drawloop for document assembly for finished documents

6. • Mobile and Offline • Business Data Form Validation • GPS • Digital Signatures • Mobile Photo attachment From Paper to Electronic

7. Integrate business requirements… • In App Sign • DocuSign • Salesforce • Dropbox

8. DEMO

9. Out of the Box Reporting & Compliance

10. Trust but Verify: Alerts SLAs and Accountability

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