Alex Viera – [email protected]
•Principal Consultant @ 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 (Office365, Workflow, DocuSign…) development, deployment, and migrations.
Who is Netwoven? 2015 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
How much time and productivity are you losing?
Nintex Workflow Platform
Fundamental everyday processes, but crucial!
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
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
A much greater chance of success.
They’re often less complex.
They train users how to think about workflow solutions.
Benefits of automating everyday processes
1 2 3
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 more
Lazy Approval Overview
Flexible Workflow Automation
• Respond to tasks by email
• No access to SharePoint needed
• Easy configuration
• Available in task actions
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
SharePoint List Columns General
Nintex Forms Controls
Quick
What you need to build this solution I’m about to demonstrate?
•SharePoint 2010-2013 or Office 365 (SharePoint Online)
•Nintex Forms and Workflow – Free 30 Day Trial
•Docusign Account – Free 30 Day Trail
DEMO
A contract by which one or more parties agree not to disclose confidential information that they have shared with each other as a necessary part of doing business together.
Non-Disclosure Agreement (NDA)
Why Nintex?
Nintex is the world leader in software and cloud services that empower organizations to automate everyday business processes quickly and easily
of customers
1000+partners
22languages
Millionsof licensed users
90+countries
Thousands
www.nintex.com