Develop Powerful Workflow Automation with Nintex
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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.
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Develop Powerful Workflow Automation with Nintex
- 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 âąWebinar 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. âąIf 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 âąIf 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 âąOffice365 & SharePoint Architecture, Planning & Implementation âąBusiness Process Management (Nintex) âąMigration Services from earlier versions SharePoint or similar systems âąSocial and Search based solutions âąEnterprise Content Management âąWeb, Intranet & Collaboration Sites âąBig Data Management& Visualization âąIntegrated Digital Marketing âąPlatform Managed Services
- 5. Rajesh Agadi âąEngagement Director at Netwoven âąECM Practice Lead âąMCSD,MCTS,MS-VTSP âąWorked for clients like Federal Reserve Bank, Chevron, Charles Schwab, Bank Of America âąServed both Fortune 500 & mid market clients as an ECM strategist âąHas worked with SharePoint and O365 since its inception âąExtensive Experience with third-party toolsâŠNintex/K2/Metalogix/MetaVisâŠ.. âąExtensive knowledge in Infrastructure to Information Architecture, Enterprise Architecture, Portals, Workflows, ECM/WCM, Branding, Custom Solutions, Migrations.
- 6. Todayâs Agenda âąHow are people moving to the Nintex? âMarket Trends âąOverview of Nintex Platform âYour Workflow Platform and Strategy âąReview of Nintex Platform features âWorkflow and Catalog Features âForms Features âMobile and Live âąDemo âSFDC and Nintex âąWrap-Up âRecap âCall for action âWinner âExpert 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
- 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
- 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
- 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
- 26. Assignments, Descriptions, Notifications, Strings
- 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
- 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 âąRequirement Alignment with Stake holders âąFramework âąAdaption âąGovernance âąTraining âąEconomy of scale
- 43. Requirements Best Practices âąUse Case Details âąFlow Chart âąProcess Flow âąWireframes âąNotifications âąSecurity âąâŠâŠâŠ..
- 44. Extensive Experience âąHigh Level Architecture âąTechnical Constrains and Options âąSharePoint Content Hierarchy âąLists and Library Settings âąContent Types and Site Columns âąWorkflows âąSecurity âąProcess Flow Diagrams âąData Lifecycle and Capacity Plan âąAudit 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? Netwovenâs 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 Todayâs Agenda âąHow are people moving to the Nintex? âMarket Trends âąOverview of Nintex Platform âYour Workflow Platform and Strategy âąReview of Nintex Platform features âWorkflow and Catalog Features âForms Features âMobile and Live âąDemo âSFDC and Nintex âąWrap-Up âRecap âCall for action âWinner âExpert 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 âąwww.netwoven.com âąwww.netwovenblogs.com