Nintex Webinar

Welcome Everyone!

Thank you for joining us today

Digital Transformation in SharePoint & Office 365 : Automate your Business

*Netwoven Confidential & Proprietary Information

• Webinar content will last for 50 minutes followed by Q&A session which

we will try to address key questions or we will follow up after the

webinar.

• If you have a question or an issue:

o Type your question in the question window of the GoToWebinar

control panel on the right side of your desktop

o We will sort through the questions real time and present those most

frequently asked to our panel at the end of the presentation

o If you have any issue, click on the hand

• If you have a question that does not get addressed, we will post answers

in our Netwoven blog or contact us via email.

How to Ask Questions

Walt De Petris

Who is Netwoven? Cloud Computing Excellence Award Winner

• Netwoven is a solution consulting firm serving large & mid-size enterprises

• We were founded in 2001 by former Microsoft executives

• Top domain experts from multiple industries and technology firms like Microsoft, Accenture, Oracle & Intel

• U.S. headquartered company with global development center

Save the Children

Netwoven Services

Customers

TECHNOLOGY

SOLUTION

CONSULTING

• Nintex Premier Partner

• New Deployments / Migrations to Office365

• Dynamics CRM solutions

• Social and Search based solutions

• Expert Staffing Assistance

• Enterprise Content Management

• Web, Intranet & Collaboration Sites

• Big Data Management & Visualization

• Integrated Digital Marketing

• Platform Managed Services

Alex Viera – [email protected]

• Nintex Solutions Architect @ Netwoven

• 28+ years of overall development experience including 17 years as a Microsoft Software Design Engineer and Technology Solutions Professional.

• MCTS MCP

• Bing/Google Maps – Geospatial Solutions

• Cloud Solutions (Nintex/SharePoint/Office365)

Agenda for our session today….• How much ($$$) are you losing every day?

• Nintex Platform Overview

• What kinds of manual processes can be automated?

• Forms – Desktop, Mobile, and more….

• Workflow – Making a manual process flow with NO CODE!

• Mobile Applications – Android, IOS, and others….

• Cloud Integration – Digital Signatures (DocuSign), and others…

• Demo – Desktop, Mobile, DocuSign, Print Forms to PDF!

• Nintex Jumpstart Program – YOU WILL BE SUCCESSFUL!!!

• Q & A

How much time ($$) and productivity are you losing?

Everyday Processes

Can you approve my Vacation Request?

Can you approve my Vacation Request?

I need this Expense Report

approved. PleaseReview this Document

ASAP. Here’s some Social Content

to publish.

I need this Expense Report

approved.

Here’s some Social Content

to publish.

What is my Job Task?

Please Review

this Document

ASAP.

Can you approve this Equipment Purchase?


Please Review

this Document

ASAP.


I need Employee

Onboarding.

I need Employee

Onboarding.



I need Employee

Onboarding.

Stages of Employment

Recruitment

• Job application

Pre-Employment

•Background checks

•Arbitration Agreement

•NDA

•Etc.

Onboarding

• I-9 & W-2

• FSA / HSA

• Insurance

•Payroll Deductions

•Direct Deposit

•401K

•Etc.

Open Enrollment (Annual)

• Insurance changes

•Benefit changes

Change of Status

Off-Boarding

Typical HR Forms

Government

W-4

I-9

Insurance

Health

Dental

Vision

Life

Enrollment

401K

HSA

FSA

Cafeteria

Authorization

Background Checks

Direct Deposit

Acknowledge

Employee Handbook

Drug Policy

Agreements

NDA

Arbitration

These forms all require signatures, but most don’t require data to be saved in SharePoint

Typical Open Enrollment Forms

Insurance

Health

Dental

Vision

Life

Enrollment

HSA

FSA

Cafeteria

Nintex Workflow Platform

Nintex Workflow Platform

Give people the ability to work anywhere,

anytime, on any device

Connect to the cloud for content collaboration

Create, publish, and deploy forms anywhere

Automate business processes quickly

and easily

Automate Business

Processes Quickly & Easily

› Design and activate workflows quickly

and easily

› Model and improve any business

process – simple or complex

› Create powerful logic, reporting, and

management capabilities

› Connect to companywide line-of-

business systems

Automate Leave Request Notifications

Leave Request Workflow

• Request submitted

• Workflow starts

• Request sent to manager

• Manager responds

• Submitter notified

• Workflow ends

Lazy Approval Overview

Flexible Workflow Automation

• Respond to tasks by email

• No access to SharePoint needed

• Easy configuration

• Available in task actions

Automate more

Automate Business Processes Quickly & Easily

› Design and activate workflows quickly

and easily

› Model and improve any business

process – simple or complex

› Create powerful logic, reporting, and

management capabilities

› Connect to companywide line-of-

business systems

Forms for Everyone on Any

Device

Nintex Forms Designer

OOTB Device Layouts

Quick

Nintex Cloud Solutions

Reinvent Business Process with Nintex

Finance Operations Sales Legal

• Expense Reimbursements

• Procurement Process

• Purchasing Inquires

• Invoice Approvals

• Auditing

• Health and Safety

Inspections

• RFP Response

Management

• Discount Approval

• Risk Assessment

• Policy Approval

HR Marketing IT PMO

• Vacation Requests

• New Employee Requisition

• Press Release Publishing

• Social Media Publishing

Approval

• Innovation Management

• Infrastructure Provisioning

• Certificate Expiration

Reminders

• Initiating Projects / Project

Requests

• Status Report Reminders

• Stakeholder Approval

DEMO… FormsWorkflowMobileDocument GenerationDocument Conversion (PDF)

Nintex Jumpstart ProgramOur Commitment To Your Success

• 2 x Training Sessions• Nintex Forms• Nintex Workflow• Hands-on Lab• Prescriptive Guidance• Best Practices

• 8 hours - Nintex Solutions Architect• 80 hours - Nintex Development • Installation/Configuration Assistance

Thank you for your time today

www.netwoven.com/[email protected]