Brad Orluk - Abel Solutions Orluk Senior Technical Evangelist NINTEX Brad has over 15 years of IT architecture, administration ... Nintex Forms for Office 365 Nintex Mobile

Brad OrlukSenior Technical Evangelist

NINTEX

Brad has over 15 years of IT architecture, administration

and sales experience. Prior to joining Nintex, as an

Information Architect at a Fortune 500, he has

worked on business and IT process improvement

and automation on a variety of real world global

projects and productivity initiatives.

Brad’s unique, technical yet business focused,

background gives him the ability to help users

leverage technology to drive value to their businesses.

@BradOrluk

• Getting Started

• Building a Beginner Learning Session

• Building an Advanced Learning Session

Teaching =

• Turnkey / Point Solutions

• OOTB tools

• Custom Development

• Low Code (aka R.A.D.) Tools

Nintex Ninjas need to know their options for solving business challenges with technology

What is a workflow?

work·flow

ˈwərkflō/

Noun

noun: workflow; plural noun: workflows

the sequence of industrial, administrative, or other processesthrough which a piece of work passes from initiation to completion.

BPM (Business Process Management)

Practice asserts that before any process can be automated, it is necessary to define all of the business processes running inside the domain of endeavor. From this the processes can be re-defined and where necessary optimized, including automation.

BPA (Business Process Automation)

Approach states that until a process is automated, there is no real value in analyzing and defining it, and that the cycle of business change is so rapid there simply isn’t time to define every process before choosing which ones to address with automation, and that delivering immediate benefits creates more value.

WCA (Workflow and Content Automation)

An important emerging category that will consolidate the legacy technology markets of Business Process Management (BPM) and Customer Communications Management (CCM) into one.

Anatomy of a Nintex workflow

• User Interface (aka the form)

• Process actions (aka the workflow)

• Workflow telemetry (e.g. start/stop, duration, task dispositions, etc.)

• Usage lense can be applied to this data via Nintex Hawkeye for deeper business insights

• Metadata manipulated by the workflow (e.g. list data, data from LOB’s, etc.)• Process Intelligence lense can be applied to this data for advanced reporting and analytics

ProcessPeople

Content

HUMANRESOURCES

• On-Boarding or Employee Hiring• Vacation or Leave Requests• Employee Training

CUSTOMER SERVICE AND SUPPORT

Help Desk •Customer Complaints •

Product Documentation and Help References •

INFORMATIONTECHNOLOGY

• Provision User Accounts• Help Desk Support• IT Asset Management

SALES AND MARKETING

Event Planning •Proposal Creation •

Contract Management •

FINANCE/ADMINISTRATION

Travel Request •Purchase Request •

Foreign Exchange Transactions •

• Disaster Recovery• Product Approval Process• Quality Assurance

OPERATIONS, DELIVERY AND

PROCUREMENT

Nintex Platform

Nintex Workflow

Nintex Workflow

for SharePoint

Nintex Workflow

for Office 365

Nintex Workflow

for Project

Server

Nintex Workflow

Cloud

Nintex Forms

Nintex Forms for

SharePoint

Nintex Forms for

Office 365

Nintex MobileNintex

Hawkeye™

Nintex

AppStudio™

Nintex Drawloop

Document

Generation

Nintex

ConnectorsNintex Xchange

Your

http://learning.Nintex.com

http://wenger-trayner.com/wp-content/uploads/2015/03/Start-up-guide-EN1.pdf

In person vs virtual

Ask why / what does the business need to automate

• Get to know your organizations business

• Ask questions

• Sit down with the players

• ASK QUESTIONS

Process

Step

Step

Step

Automate

this

first

Automate

these

later

In this module you will• Get a background understanding of Nintex as

an organization• Learn about the Nintex Workflow Platform and

how Workflow Automation impacts business• Start to understand how Nintex products are

used to deliver value• Explore common automation paradigms

By the end of this module you will be able to• Describe what workflow automation is and how

businesses make use of it• Describe an example use case of the Nintex

Workflow Platform and the value it can bring to an organization

On-Prem Office 365

Day 1

• Installation and configuration

• Maintenance and support

Day 2

• Nintex Workflow

• Design a SharePoint Solution

• Build It: Leave Request

• Nintex Forms

• Add an Electronic Form

• Customize It With Rules

Day 3

• Customer Use Case Scenario

Day 1

• Creating a site and adding the Apps

• Setup a basic landing area for users

Day 2

• Nintex Workflow

• Design a SharePoint Solution

• Build It: Leave Request

• Nintex Forms

• Add an Electronic Form

• Customize It With Rules

Day 3

• Customer Use Case Scenario

Be Familiar with

•SharePoint infrastructure

•General SharePoint structures (Sites, Lists, Libraries etc.)

•Familiar with SharePoint concepts (Metadata, Content Types, etc.)

Know the process you are trying to automate/replace

Power UsersBe Familiar with SharePoint artifacts (Adding Solutions/Creating Site Collections)

Understand Basic Database Concepts (Creating Databases/Setting up Maintenance)

Business Process FamiliarityKnow the process you are trying to automate/replace, typically the main Project Sponsor/Lead

Be Ready to Answer Questions about Projected Data and User Volume

Be Familiar with General SharePoint structures (Sites, Lists, Libraries etc.)

Familiar with SharePoint concepts (Metadata, Content Types, etc.)

Know the process you are trying to automate/replace

Know about existing systems and what role they serve in the Enterprise

Understand development concepts such as loops, data structures, and data access

• What data do I need from the user?

• Draw it in Visio

• Build it in the Nintex Workflow designer

• Write it down on a... whiteboard, paper, etc.

https://community.nintex.com/docs/DOC-1475

Workflow Flow Chart

Create Customer Master Record

MD

OSa

les

Per

son

Fin

ance

Syst

em

3Create/Modify

Documents

4Approved?

5Reject – Workflow End

Reject due to credit

Approved

1Identify New

Customer Master Need

2Start Customer

Master Creation

Need additional Info

6Setup Customer

Master

7Success – Workflow

End

Building a Leave Request solution!

Hands on with Nintex Workflow and Forms for O365

Create the SharePoint Lists

• Leave Requests (Custom List)

• Leave Calendar (Calendar)

Customize The Leave Request Form

• Overview of Nintex Forms Designer

• Controls

• Add ‘Leave Requests’ label

• Adjust column label colors

• Rules

• Layouts

Create The Leave Request Workflow

• Overview of Nintex Workflow Designer

• Initial setup

• Build the structure

• Testing

Best Practices

https://help.nintex.com/helpportal.htm

https://community.Nintex.com

https://learning.Nintex.com