The document summarizes a webinar about developing powerful and quick workflow automation solutions with Nintex. It provides an agenda for the webinar including an overview of Nintex features like workflows, forms and mobile capabilities. It also demonstrates integrating Nintex with Salesforce and discusses challenges of workflow implementations and Netwoven's consulting packages to help customers. The webinar aims to help participants understand how to develop a workflow strategy and get rapid returns on their technology investments.

1. Welcome Everyone!
Thank you for joining us as we explore
How to Develop Powerful and Quick Workflow Automation Solutions with Nintex
Netwoven Confidential & Proprietary Information
Workflow Automation with Nintex

2. How to Ask Questions
•Webinar content will last for 50 minutes followed by Q&A session which we will try to address key questionsor we will follow up after the webinar.
•If you have a questionor an issue:
oType your questionin the question window of the GoToWebinar control panel on the right side of your desktop
oWe will sort through the questions real time and present those most frequently asked to our panel at the end of the presentation
oIf 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 .
Maximizing Your Office 365 Investments With OneDrive
Walt De Petris
COO
Netwoven

3. Who is Netwoven
Save the Children
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

4. Netwoven Services
Customers
TECHNOLOGY
SOLUTIONCONSULTING
•Office365 & SharePoint Architecture, Planning & Implementation
•Business Process Management (Nintex)
•Migration Services from earlier versions SharePoint or similar systems
•Social and Search based solutions
•Enterprise Content Management
•Web, Intranet & Collaboration Sites
•Big Data Management& Visualization
•Integrated Digital Marketing
•Platform Managed Services

5. Rajesh Agadi
•Engagement Director at Netwoven
•ECM Practice Lead
•MCSD,MCTS,MS-VTSP
•Worked for clients like Federal Reserve Bank, Chevron, Charles Schwab, Bank Of America
•Served both Fortune 500 & mid market clients as an ECM strategist
•Has worked with SharePoint and O365 since its inception
•Extensive Experience with third-party tools…Nintex/K2/Metalogix/MetaVis…..
•Extensive knowledge in Infrastructure to Information Architecture, Enterprise Architecture, Portals, Workflows, ECM/WCM, Branding, Custom Solutions, Migrations.

6. Today’s Agenda
•How are people moving to the Nintex?
–Market Trends
•Overview of Nintex Platform
–Your Workflow Platform and Strategy
•Review of Nintex Platform features
–Workflow and Catalog Features
–Forms Features
–Mobile and Live
•Demo
–SFDC and Nintex
•Wrap-Up
–Recap
–Call for action
–Winner
–Expert Panel Q&A

7. Nintex-Enterprise Grade Workflow Tool
50% of the Fortune 50
Over 130 Services in Nintex Catalog
100s of 1000s workflows per week!
Microsoft Developed very robust and powerful Workflow Engine
Nintex enables this workflow for
EVERYONE!
Run workflow for years
SharePoint Native
Keep work flowing on any device, anywhere
Nearly 300 of the Fortune 500
Million end users!

8. YOUR WORKFLOW PLATFORM
Strategy

9. Your Workflow Platform Strategy
Lightweight
Rich Rules and Expressions
Connected
Simplistic Designer Tool
No-Code
Configuration based
No additional Servers
Easily Portable
Simplified Licensing
Apps and Store model
Integration
On-Prem and Cloud ready NOW
Any Device
Any Where

10. PRODUCT FRAMEWORK

11. Nintex
On Prem
O365
Cloud
Remote
Nintex Workflows
Nintex Forms
Nintex Live
Nintex Catalog
Nintex Mobile

12. Nintex Workflow Capabilities
Logic
Integration
Data
Process
Flow
Conditional
Group
Loop
Provision
Mix-n-Match
SharePoint
Database
LOB Cloud
Web Services
Interact User
CRUD
CCCCC
Constants Variables
Data Type
Permissions
String Number
Date Day Time
State
Regular Ex
Wait for…
AD
SharePoint
OCS
Exchange
Lync

13. Unified Designer Experience
Ribbon Bar
Action Pane
Design Canvas
Configuration/Expression Dialog Box
Save/Publish
Export/Import
Ribbon Bar
Control Pane
Design Canvas
Properties/Rules Pane
Save/Publish
Export/Import
On-Prem/O365
Workflows
Forms

14. Workflow Patterns
Serial
Parallel
Switch
Loop
All Approves
One By One
Increased Authority
Several Approvers
All Approves
Each Approve Once
All at Once
Equal Authority
Several Approvers
Conditional Approvers
Mixed Authority
Approve Once
One or more Approvers
Approve Until
Long Running
Multiple Approves
Several Approvers

15. Serial Approvals
Start
Approver 1
Originator Submitts
Approver 2
Approver 3
Approve
Approve
Revise
Revise
Revise
Notify
Originator
Reject
Reject
Reject
End
Approve
Serial
All Approves
One By One
Increased
Authority
Several
Approvers

16. Serial Approval-Explained

17. Parallel Approval/Tasks
Parallel
Several
Approvers
All Approves
Each Approve
Once
All at Once
Equal
Authority
Start
Approver 1
Originator Submitts
Approver 2
Approver 3
Notify
Originator
End
Revise
Revise
Revise
Reject
Reject
Reject
Approve
Approve
Approve

18. Parallel
Serial
Parallel

19. Switch
Switch
Several
Approvers
Conditional
Approvers
Mixed
Authority
Approve Once
Start
Approver 1
Originator Submitts
Approver 2
Approver 3
Notify
Originator
End
Revise
Revise
Revise
Reject
Reject
Reject
Approver 1
Approver 2
Approve
Approve
Approve
Approver 3
Choose
Approver

20. Loop
Loop
One or more Approvers
Process Many Items
Approve Until
Multiple Approves
Long Running

21. For Each Loop

22. Pause

23. Flexi Task-Behavior

24. Flexi Task-Delegation

25. Flexi Task-Lazy Approval

26. Assignments, Descriptions, Notifications, Strings

27. Insert References-Expressions Builder

28. Exception Management

29. FORMS FEATURES

30. Generic Forms Patterns
Form Needs
Administration
Task Response
Extend Features
Templatize
Externalize
Deployment
Configuration
Originator
Approver
Desktop
Submission
Delegate
Tablet
Phone
Revise
Controls
Data Types
Expressions
Rules
UI
Behavior

31. Nintex Form Capabilities
UI
Logic
Data
Process
Controls
Layouts
JavaScript
CSS
Integration
Format
Enable
Hide
Rules
Item
Variables
Data Type
String Number
Date Day Time
Formula
Regular Ex
List/Lib
External Data
Live
Mobile App
Versions

32. OOTB Device Layouts

33. Layouts

34. Layouts

35. Publish Form to Nintex Live
Invite External Users No License
Nintex Mobile Apps

36. Nintex Mobile App
Login
Landing
Submit
Offline

37. DEMO
Integration of SFDC with Nintex and O365

38. Demo Workflow Use Case-Cloud Integration
Start
SFDC
Add list item to
SharePoint
End
SFDC
Lead is
converted to
Opportunity
Nintex Workflow to
create Site for
Opportunity
Nintex Workflow to
Update Site Link to
SFDC Opportunity

39. Nintex SFDC Action Pack
Free

40. Workflow Without Boundaries
130+ Actions from Nintex Catalog

41. WORKFLOW CHALLENGES
Best Practices for Requirements, Design, Implementation and Project Management

42. Challenges
•Requirement Alignment with Stake holders
•Framework
•Adaption
•Governance
•Training
•Economy of scale

43. Requirements Best Practices
•Use Case Details
•Flow Chart
•Process Flow
•Wireframes
•Notifications
•Security
•………..

44. Extensive Experience
•High Level Architecture
•Technical Constrains and Options
•SharePoint Content Hierarchy
•Lists and Library Settings
•Content Types and Site Columns
•Workflows
•Security
•Process Flow Diagrams
•Data Lifecycle and Capacity Plan
•Audit and Reports

45. Call for Action: 1-3-10
Jump start your workflow strategy with our expert advice.
45
Strategy
Expert Advice
Nintex
Review
Available at a discount for attendees of this webinar for a limited time!
What is 1-3-10?
Netwoven’s unique approach to get customers to derive rapid return on their technology investments.

46. Call for Action: 1-3-10
Packages
Action
Description
Retail ($)
1 Day Package
3 Day Package
Session Attendees ($)
10 Day Package
Workflow Assessment
Workflow Roadmap
POC
High level assessment of your environment to determine your workflow needs for a potential Nintex fit
A high level assessment followed by a roadmap definition for your workflow strategy
Everything included in the 3 day package and a POC / Pilot for one of your business processes
$2,500
$20,000
$7,500
$995
$4,995
$14,995
Reach out to us at info@netwoven.com

47. Recap Today’s Agenda
•How are people moving to the Nintex?
–Market Trends
•Overview of Nintex Platform
–Your Workflow Platform and Strategy
•Review of Nintex Platform features
–Workflow and Catalog Features
–Forms Features
–Mobile and Live
•Demo
–SFDC and Nintex
•Wrap-Up
–Recap
–Call for action
–Winner
–Expert Panel Q&A

48. Expert Panel
Andrew
Sutton
Engagement Director
Netwoven
VirajBais
CTO & Founder
Netwoven
Rajesh
Agadi
Engagement Director
Netwoven
Niraj
Tenany
President & CEO
Netwoven

49. Thank you for participating!
Connect with us!
Visit us
•www.netwoven.com
•www.netwovenblogs.com