Achieve immediate benefits By deploying powerful and easy-to-use capabilities from Nintex. Process Management Map and maintain the processes that span your business, drive accountability, and improve efficiency with Nintex Promapp™. Process Automation Utilize advanced workflow, document generation, e-signature, and digital forms to quickly streamline and automate processes across teams and systems of record. Process Optimization Leverage Nintex Hawkeye™ process intelligence and third-party services to gain insight into the effectiveness of your processes.

1. Tr u s t e d I T S o l u t i o n s . E x p e r t I n t e g r a t i o n . R e l e n t l e s s I n n o v a t i o n .
© 2019 Razor Technology www.razor-tech.com Strictly Confidential and Proprietary
Intelligent Process Automation
With Nintex

2. Agenda
• The Nintex platform – Intelligent Process Automation
• Use cases
• HR
• Healthcare
• Finance
• Insurance
• Banking
• About Nintex and Additional Information

3. Intelligent Process Automation
The Bottom Line
Transform time-consuming processes into intuitive,
integrated, and intelligent workflows that contribute to
success.
Automate, orchestrate, optimize with the no-code Nintex Platform
Advanced Workflow
Process Intelligence
Mobile Apps
Document Generation
Modern Forms

4. End-to-end automation
for a digital experience
that represents the modern
employee journey
Advanced
Workflow

5. Gain the visibility to measure,
govern and optimize HR
processes. Use people analytics
to make better,
faster decisions
Process
Intelligence

6. Create faster, more intuitive
employee interactions that
are easy to build, automate, and
maintain
Modern
Forms

7. Accelerate time-consuming
paperwork with dynamic, data-
driven, and compliant
employee documents
Document
Generation

8. Empower employees in the field
to interface with HR processes
regardless of whether they are
online or offline
Mobile Apps

9. Use Cases

10. Automate, Orchestrate,
and Optimize Human Resources Activities
RECRUITMENT ONBOARDING EMPLOYEE MANAGEMENT
Resource Requisition
Quickly raise new headcount requests with just
a few clicks, and automatically route for approval.
Interview Coordination
Automatically coordinate interviewer calendars
and eliminate scheduling delays.
Job Advertising
Connect to job boards and post approved JDs with the touch
of a button, saving time and resources.
Synchronize Feedback
Collate mandatory interview feedback via dynamic forms
facilitating faster decisions around candidates.
Offer Letter
Easily generated employee contracts create
a quick and painless experience.
Equipment Provisioning
Automatically setup equipment and accounts for new starters
ensuring they hit the ground running.
Background Checks
Mitigate risks and delays with automated
background checks for new employees.
Benefits Enrollment
Schedule new starter packs with digital enrollment forms,
eliminating the need to print, sign, scan, send.
Leave Requests
Automatically check the qualifications of new
medical professionals during recruitment.
Compliance Training
Schedule regular procedure training for staff to drive compliant
work practices and mitigate risk of breach
Growth + Talent Programs
Recognize success and automate custom growth
plans for employees with just a few clicks.
Performance reviews
Proactively manage and prepare for performance reviews and
offer development programs to support growth.

11. Use Case: Onboarding
IT equipment
set up
Other
follow-on tasks
Employee
accepts offer
Request new
employee forms
Employee forms
received
Employee
provisioning
Allocate software
licenses
Add to HR
systems
Employee
starts
Order credit card/
business cards
Send
swag
Assign
desk
One month
after start
Schedule
orientation
Welcome
lunch
Manage
reimbursements
Reviews and
check-in meetings

12. Automate, Orchestrate and Optimize Healthcare Services
ADMINISTRATIVE SERVICES INFORMATIONAL SERVICES SUPPORT SERVICES
Policies and Procedures Management
Maintain compliance with protocols by ensuring they are
up-to-date and employees are adequately trained.
Employee Recruitment
Streamline hiring with workflows for coordinating site visits,
scheduling interviews, and managing travel logistics.
Physician Contract Management
Leverage forms to auto-generate contracts, securely store and
route to stakeholders for review, and obtain e-signatures.
Patient Satisfaction
Survey patients within days of discharge, then circulate the
results for internal analysis and to regulators.
Admissions Processing
Eliminate clipboards, pencils, and patient frustration with
forms-based data gathering and automated workflows.
Medical Record Requests
Create customizable forms and workflows to expedite record
requests and sends both internally and externally.
Computer Information Systems
Provision new hires with equipment and support the service
needs of employees with forms and workflows for submitting
tickets.
Employee Records Management
Support compliance procedures to ensure all pre-hire
certifications are complete and on-going training requirements
are up-to-date.
Central Supply
Manage acquisition approvals and track asset lifecycles
to ensure critical on-demand supplies are available.
Clinical Engineering
Minimize equipment downtime with simplified, form-driven
service request submissions and workflow tracking.
Maintenance
Equip any employee to request maintenance—no paperwork,
phone calls or emails required.
Security
Enhance security protocols for building and restricted areas
while accelerating access.

13. Use Case: Physician Contracting
Job requester submits
Contract Request Form
Completed form data
automatically generates
Contract Request Doc
Workflow triggers
review request alert for
Chief Medical Officer,
Legal, VP of Operations,
Compliance, etc.
Approvals trigger notice
to
3rd party valuation firm
requesting hourly rate,
monthly hours, etc.
Reimbursement
variables entered
into form populate Dr.
Contract Template
Dr. Contract
routed to Compliance,
CMO, Legal, Ops, etc.
Final draft
approved
Sent to doctor
for e-Signature
Doctor
reviews
Signed
Executed Contracts
stored in system
of record
Approved
Approved/denied notification

14. Automate, Orchestrate, and Optimize Financial Processes
ACCOUNTS PAYABLE/RECEIVABLE FINANCE LEADERSHIP COMPLIANCE
Purchase Requests
Control purchases before they occur to ensure that budget is
spent as intended.
Invoice Processing/Coding
Simplify the time-intensive process of receiving and coding
incoming invoices through the use of modern forms and
advanced workflows.
Tracking Approvals
Streamline invoice approvals and reduce cycle times through
intelligent approval follow up and reporting.
Delinquent Account Follow-up
Automate the process of following up on late payments from
clients based on smart workflow logic so your team members
can focus on more strategic projects.
Budget Forecasting
Drive tighter EOQ and EOY budget tracking through
automated communications requiring budget owners to
validate actuals at preset times.
SOX Compliance
Simplify how you test (and retest) for compliance with to
generate audit-resistant results.
Audit Management
Simplify the complexity of audits with automated workflows,
forms generation as well as secured and intelligent archiving.
Stakeholder Communications
Quickly pull compile routine stakeholder communications
pulled from connected systems so you can concentrate on the
big picture.
Contract Reviews
Auto-generate necessary paperwork, manage redlining, initiate
e-signatures and then securely archive.
Documentation Retention
Categorize and archive compliance documentation based on
meta-data in case of audit.
Compliance Management
Simplify the complexity of compliance with automated
workflows, forms generation as well as secured and intelligent
archiving.
Post-Breach Action Plans
When time is of the essence, quickly initiate post-event action
plans using advanced workflows to minimize adverse impacts
and remedy situations as quickly as possible.

15. Use Case: Accounts Receivable
List of accounts which are past
due by 60 days is imported
Notification activity is logged into
the system of record
Payment received?
Account’s past due status in
system of record is removed
Slightly stronger email messaging is
sent to account contact notifying them
of past due amount
After 90 days, Accounts
Receivable is sent an email to
follow-up with a phone call
Client value rating for account
Account record in the system of
record updated to “past due”
Softer email messaging is sent to
account contact reminding them
of past due amount
Notification activity is logged into
system of record
Account Manager and Accounts
Receivable are notified of
communication
After 5 more days,
the Account Manager
calls contact at account
Account’s past due status in the
system of record is removed
Payment received?
After 90 days, Account Receivable
is notified to follow-up with a
phone call
Client value profile incorporates factors such as:
1. Strategic account importance
2. Prior payment history
3. How the account compares to similar clients
Client notifications are sent at times
that historically have had
open/response rates
No
Yes
No
Yes
Lower
Higher

16. Automate, Orchestrate and Optimize Insurance Activities
APPLICATIONS & QUOTING UNDERWRITING & PURCHASING
POLICY & CLAIMS
ADMINISTRATION
Create Cross-sell/upsell
Identify client preferences based on interactions to create
cross-sell/upsell opportunities.
Client Personalization
Intelligently market complementary solutions to clients based
on existing portfolio, life cycle stage, and more.
Application Completion
Enable prospects to quickly complete modern forms that only
ask for relevant information for applications.
Field Underwriting
Equip field agents to quickly and consistently qualify prospects
based on preset criteria.
Policy Underwriting
Streamline the underwriting process from application to policy
issuance.
New Client Onboarding
Provide an effortless digital client onboarding process that
ensures the right information is collected to enable you to craft
personalized experiences at scale.
Payment Delinquency
Streamline the follow-up of delinquent payments to drive
recovery and retain clients.
Risk Assessments
Better inform yourself on the risk profile of applicants using
machine learning and cognitive analysis.
Claims Assessment
Triage assessments based on incident details to either
documented self-assessment or leverage a professional.
Fraud Detection
Employ advanced cognitive logic to route potential fraudulent
instances to reviewers.
Claims Processing
Route claims based on payment thresholds and machine
learning to eliminate unnecessary steps.
Client Self-Service
Empower clients to make changes to their policies and
accounts 24/7.

17. Use Case: Claims Processing
Client submits claim form
with supporting information
Valid
policy?
Claim declined;
Notification sent to client
Claim data entered into
system of record
Claims payment optimization Settle claim
Claim payment processed
Claims audit
Leakage determination
Risk
assessment
result
Negotiations between parties
until settled claim
Additional review by
human investigators
Negotiate
Normal
No
High
Pay
Approvals through
workflow
Powered by
machine learning
Notifications sent
throughout the process
through email or SMS
Yes

18. RETAIL BANKING BUSINESS & COMMERCIAL INVESTMENT BANKING
Loan Originations
Accelerate loan origination processes to do more with less
while driving visibility, governance and client experience.
Know Your Customer Compliance
Automate the process of verifying new client identities and
securely archive the supporting materials to stay compliant
without sacrificing client experience.
Account Closure
Focus your resources where they make the most sense in the
account closure process. Intelligently triage closure requests
based on factors such as customer lifetime value and
probability of retention.
Client Onboarding
Provide an effortless digital client onboarding process that
ensures the right information is collected to enable you to craft
personalized experiences at scale.
Lending Money in Documentary Form
Automatically create letters of credit, performance bonds and
more with intelligent document generation.
Fraud Detection
Leverage machine learning to scan for fraud-like patterns and
advanced workflow to handle notifications.
Cash Management
Provide a way for corporate clients to modify positive pay
registers to reduce check fraud.
Commercial Loan Origination
Accelerate loan origination processes to do more with less
while driving visibility, governance and client experience.
Compliance Management
Employ process automation to ensure timely compliance and
risk management.
M&A Due Diligence
Drive accountability and visibility into due diligence reviews
complete with e-signatures and secure document archiving.
Pitch Deck Creation
Ensure all data and information is instantly updated when
creating customized pitch decks.
Underwriting Securities
Automate the completion of supporting documentation
paperwork such as NDAs and the SEC Form S-1.
Automating, Orchestrating and Optimizing Banking
Processes

19. Use Case: Loan Origination
Mortgage application
submitted to lender
Notify applicant
of declined status
Requests for applicable
supporting
documentation sent
Lender receives
documentation
and reviews
Firm commitment letter
issued
to borrower
Record posted in system
of record (CRM)
Lender submits
documentation to
mortgage insurer Closing date set
Executed contracts
intelligently archived
in secured location
Closing
3 day waiting period
Legal work ordered
Application pre-populated
with form content
Routed based on
workflow rules
Automatically comply
with policy-based
waiting periods
Pass basic qualifications?No
Yes

20. Summary Information

21. Retail & CPG
Manufacturing
Energy
8,000+ enterprise customers
Financial Services
Healthcare
Technology
30% of Fortune 500 have automated, analyzed, and optimized business processes
Services
Entertainment & Media
Government

22. Stats and Facts

23. COMPLEX SIMPLESOPHISTICATED
LOWHIGH
Lack Visibility into the
Breadth of Operating Processes
Too Hard to
Implement -
Heavy Coding
Required
Lack Power -
Only for Simple
Processes
Orgs Operate with Inefficient Processes Because:
Complexity of Business Processes
AutomationImpact
3
2 of all enterprise
processes remain
highly manual
1
68%
Despite Efforts to Digitally Transform Business Operations…

24. The Nintex Process Advantage
Best Power & Ease of Use
Process Management
Map and maintain 100s/1000s of business processes, drive
accountability and process improvement through Nintex Promapp™.
Process Automation
Utilize digital forms, mobile apps, workflows, DocGen™ and
connectors to quickly automate processes across teams and systems.
Process Optimization
Leverage Nintex Hawkeye process intelligence and 3rd party AI
services to monitor, analyze and enhance business processes.

25. Nintex Makes it Easy to Manage, Automate & Optimize
Processes Across Departments and Business Systems
Simple to Sophisticated Processes

26. Technology Manufacturing Government
Financial Services Retail & CPG Services
Healthcare Energy Entertainment & Media
Serving More Than 8,000 Customers
30% of the Fortune 500 have standardized on Nintex with 100s/1000s of process apps per company

27. Manage & Automate - Industry Specific Processes
Sophisticated to Complex Processes
Insurance
Providers
Banking
S&Ls,CUs
Wealth Mgmt Healthcare
Providers
Pharma
Companies
Medical
Devices
Industrial
Manufacture
Public
Sector
Policy
Underwriting
Claims
Processing
Payment
Delinquency
Customer
Service
Client
Onboarding
Loan
Origination
KYC
Compliance
Account
Closure
Annual
Reviews
Referral
Management
Pitch Deck
Creation
Estate
Planning
Physician
Contracting
Patient
Onboarding
Medical Asset
Service
Patient Sat
Surveys
CRO Site
Selection
Clinical Trial
Recruitment
Investigator
Forms
Adverse Event
Reporting
GxP
Protocols
Clinician
Onboarding
Site Inspection
Reports
CRO
Contracting
Regulatory
Approvals
Product
Quality
Equipment
Service
Supplier
Onboarding
Public Records
Management
License
Applications
Proposal
Management
Incident
Management

28. Easily Manage
Quickly Automate
Dynamically Optimize
Processes Across All Business
Department, Users and Use Cases
Improves the Way People Work through
Process Management & Automation

29. The Nintex Platform Removes Barriers to Digital Transformation

30. Process Management & Automation
1. Fastest Way to Build Apps
• Flexible Drag & Drop Designer, No Rigid Wizard
• Advanced Workflow, Forms, & State Machines
• Orchestrates Process, People and Systems
2. Lowest Total Cost of Ownership
• Modern Usage Based Pricing
• Enterprise Wide Plans Available, at Scale <$5/Emp/Mo
• Much Lower Cost (ex. MS Flow Plan 2 $15/User/Mo + PowerApps
$40/User/Mo)
3. Highest Overall Satisfaction
• Industry Leading 70% NPS, 2X MS Flow & PowerApps
• Ease & Power Leads to Largest Deployments in the Industry, 1,000’s of
Processes Automated is Common
• Strong Partner and Connector Ecosystem
Top Reasons MSFT Customers Choose Nintex
Microsoft Awards
• Microsoft Office and SharePoint Application Partner of the Year
• The Leading MSFT Co-Sell Partner for FY19 Wins
• Winner of various Office App Awards every year since program
inception in 2014, with 2018 1st Place wins:
• Nintex Workflow for Office 365 awarded Best Overall App
• Nintex Forms for Office 365 awarded Most Business Value
Nintex vs. Others
• Offers IT and Process Pro Power, without End-User Limitations
or Heavy Coding
• Purpose-Built Simple to Sophisticated Process Management and
Automation
• Not Limited to End-User & Team Productivity Use-Cases

31. Global Standard for Process
Management & Automation.
Helping shape the future of the
Intelligent Process Automation
market with our partners.
Leading Pioneer
Workflow & Content Automation
Aragon Tech Spectrum, 2018 2018
Leader Quadrant
Digital Business Platform
Aragon Globe, 2018
#1 in Strategy
Digital Process Automation
Forrester Research Wave, 2017
Company Overview
• Founded in Australia in 2006
• HQ in Seattle (Bellevue) since 2013
• 500 employees worldwide, with offices in
Auckland, Bellevue, Dubai, Hong Kong, Irvine,
Kuala Lumpur, London, Melbourne, San
Francisco, Singapore and Sydney
Market Scale & Leadership
• 3M+ workflow applications in production
• Billions of process executions annually
• More than 8,000 enterprise customers
• Clients in more than 90 countries
• Profitable for more than a decade
• High rated NPS of 70%+
Platform Capabilities
• Promapp™ Process
Mapping & Management
• Forms & Mobile Apps
• Advanced Workflow
• Document Automation
• Process Intelligence
• Xtensions™ Framework
Nintex - The Trusted Global Standard
Industry Partners
• Hundreds of partners
• Diverse Industry partners

32. Contact Information
© 2019 Razor Technology, LLCwww.razor-tech.com
David Rosenthal
VP & General Manager
Digital Business
@DavidJRosenthal
Slideshare
Blog: www.razor-tech.com
5 Tower Bridge
300 Barr Harbor Dr., Suite 705
West Conshohocken, PA 19428
www.razor-tech.com
David.Rosenthal@razor-tech.com
Cell: 215.801.4430
Office: 866.RZR.DATA
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