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How to Develop Powerful and Quick Workflow Automation Solutions with Nintex

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Workflow Automation with Nintex

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Maximizing Your Office 365 Investments With OneDrive

Walt De Petris

COO

Netwoven

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 & IntelU.S. headquartered company with global development center

Netwoven Services

Customers

TECHNOLOGY

SOLUTION

CONSULTING

• 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

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.

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

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!

YOUR WORKFLOW PLATFORM

Strategy

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

PRODUCT FRAMEWORK

Nintex

On Prem O365 Cloud Remote

Nintex Workflows

Nintex Forms

Nintex Live

Nintex Catalog

Nintex Mobile

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

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/O365Workflows Forms

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

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

Serial Approval-Explained

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

Parallel

Serial Parallel

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 1Approver 2

Approve

Approve

Approve

Approver 3

Choose Approver

Loop

Loop

One or more Approvers

Process Many Items

Approve Until

Multiple Approves

Long Running

For Each Loop

Pause

Flexi Task-Behavior

Flexi Task-Delegation

Flexi Task-Lazy Approval

Assignments, Descriptions, Notifications, Strings

Insert References-Expressions Builder

Exception Management

FORMS FEATURES

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

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

OOTB Device Layouts

Layouts

Layouts

Publish Form to Nintex Live

Invite External Users No License

Nintex Mobile Apps

Nintex Mobile App

Login Landing Submit Offline

DEMO

Integration of SFDC with Nintex and O365

Demo Workflow Use Case-Cloud Integration

Start

SFDCAdd list item to

SharePoint

End

SFDCLead is

converted to Opportunity

Nintex Workflow to create Site for Opportunity

Nintex Workflow to Update Site Link to SFDC Opportunity

Nintex SFDC Action Pack

Free

Workflow Without Boundaries

130+ Actions from Nintex Catalog

WORKFLOW CHALLENGES

Best Practices for Requirements, Design, Implementation and Project Management

Challenges

• Requirement Alignment with Stake holders

• Framework

• Adaption

• Governance

• Training

• Economy of scale

Requirements Best Practices

• Use Case Details• Flow Chart• Process Flow• Wireframes• Notifications• Security• ………..

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

Call for Action: 1-3-10

Jump start your workflow strategy with our expert advice.

45

Strategy Expert AdviceNintexReview

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.

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

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

Expert Panel

Andrew

Sutton

Engagement Director

Netwoven

VirajBais

CTO &Founder

Netwoven

Rajesh

Agadi

Engagement Director

Netwoven

Niraj

Tenany

President & CEO

Netwoven

Thank you for participating!

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