The Era of Intelligent Process Automation (IPA)

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3 The Era of Intelligent Process Automation (IPA) Workflow & Content Automation Intelligent Process Automation FULL CODE LOW CODE NO CODE MACHINES Today

4 Capabilities of an IPA Portfolio Advanced Workflow DocGen TM Mobile Apps and Forms Process Mapping RPA Process Intelligence Machine Intelligence

5 Intelligent Process Automation The Enterprise Power of custom solutions with the Ease of Use of no-code native applications. Ease of Use Process Sophistication

6 Nintex Deployments Nintex Workflow Cloud Nintex Embedded Experiences

7 15 use cases in 15 minutes

8 IT Use Case: New Employee Provisioning Human Resources HR onboarding workflow alerts IT that a new employee has been hired IT Tech Notify HR that employee is set up IT provisions a new computer Workflow adds the computer to Active Directory domain Allocate software licenses Setup new employee mailbox Add new user account to groups Notify Finance equipment and to appropriate allocate cost department Add new user account to groups

9 HR Use Case: Leave Requests Employee submits request Employee submits digital leave request form and waits for manager approval Awaits manager approval Set reminders and alerts for the manager to reply Set one word reply to approve or reject Employee notified Rejects Approves Employee notified Employee s calendar updated Team calendar is updated HR system updated Payroll system updated

10 Sales Use Case: Deal Support Requests Prospect requests face-to-face meeting Salesperson completes form with required information CRM system merges form data with additional customer details into meeting brief Workflow searches CRM for internal resources based on title location Creates a channel on Slack for discussion and questions Workflow creates and s participants link to Box folder for sharing and collaborating on meeting docs Meeting brief and Resource request form ed to managers of desired resources Checkpoint meetings scheduled for T-minus 30, 15, and 5 days Prior to meeting, workflow gathers all docs with final in name and sends to participants Resource request form submitted, nominees sent Meeting Brief Reminders sent to managers for resources not allocated within 24 hours

11 Legal Use Case: Contract Redlining and Management Start Data-driven contract is generated Contract sent for negotiation Approve or decline? Custome r Link to generated contract Legal Approve or decline? Signed Signed contract submitted to system of record Redline/ decline Revisions are live in OneDrive Yes Redline/ decline Legal team approves No Material changes? Contracts are saved as PDFs in SharePoint No contract anomalies Signed contract is analyzed Anomalies detected Alterations are highlighted Customer e-signs

12 Finance Use Case: Invoice Processing Override simple Match exceptions logged Override? Yes An is automatically sent with questions for vendor Vendor replies to with answers No No Is there a match? Yes Invoice is auto-routed to approver for 1 click approval Not approved Approved Invoice is matched against PO and order receipt/packing slip Not paid Approved invoice is sent to AP Vendor is notified Vendor submits an invoice Invoice data is distilled (via OCR or direct input) AP schedules invoice payment.

13 Marketing Use Case: Press Release Approvals Social team is notified of upcoming press release Creative team is notified PR Manager completes PR creation form Submits content of the press release Folder structure is created in SharePoint PR template is opened in Word and saved. Collaborators are ed link to document PR Manager creates first draft Reject Mktg Team review Approve Product Team review Approve CMO review Approve Legal review Approve CEO review Approve Redlin e Redlin e Redlin e Redlin e Redlin e Changes are made Changes are made Changes are made Changes are made Changes are made Finalized press release messaging and messaging combined into final PDF

14 Pharma Use Case: Direct to Patient Clinical Trial Recruitment Ad drives traffic to website Website explains clinical trials Criteria form completed Recruitment Specialist calls Contact created in CRM Not eligible: CRM updated Eligible: Informed Consent Form completed Patient receives to create secure log-in Received: Informed Consent Doc attached Recruitment Specialist calls Informed Consent Doc ed for e- sign Not Received: Reminder sent

15 Medical Device Use Case: Investigator Agreement Approved All files securely stored Content reviewed Returned Not Approved Investigator confirms interest Contact created in CRM with link to onboarding form sent Submits Missing Data form Not Returned Service case opened, investigator contacted

16 Healthcare Use Case: New Patient Onboarding Patient searches for new PCP Completes appt request form Appointment scheduled Appointment confirmed with link to portal for intake Patient creates account Contact created in CRM Insurance form Intake form Medical info release form Patient provides missing details Missing Info: message sent to patient via portal Billing dept Primary care physician Patient intake Electronic health records

17 Banking Use Case: Know Your Customer Compliance Customer completes form to open account online Required notifications automatically sent to firm s AML group and customer Is client on sanctions list? Yes Suspicious Activity Report (SAR) filed with BSA No Risk level of client? High Senior AML Manager approves client? No Notification sent to customer Low/Medium Yes Account opened with appropriate monitoring in place Activity logged into system of record (CRM) Documentation archived in SharePoint

18 Insurance Use Case: Policy Underwriting Policy application received Risk level estimated Insurable? Yes Appropriate level of risk is allocated No System of record updated Form-based notification sent to prospective borrower Broker of record is verified No policy in force Binder documents created and invoice sent to borrower via producer Borrower then either accepts rated policy or provides additional info to change it Final agreement is e-signed System of record updated Policy issued Archiving of policy documents in SharePoint

19 Wealth Management Use Case: Estate Planning Smart Automation Client requires estate planning What services are needed? Power of attorney Trust Letter of Intent Guardianship designation Beneficiary designation Form link to a form asking for client for req d info Info already available? No Yes Existing data prepopulates Documents filed with county Client completes form Documents are ed to client Parties meet to sign/notarize documents Relationship Manager (RM) notified with cross-sell potential PDF documents are generated Additional review necessary? N o Yes RM reviews and makes necessary edits Scanned documents placed in SharePoint

20 Public Sector Use Case: Public Record Request Request for public record is submitted via online form Agency requests for clarification from citizen Agency receives request via 1st review of request metadata used to identify records stored in content repository Requester is sent to confirm Need for additional information/escalation Agency releases information/documents Amended request 2nd level review of request Agency responds to appeal Appeal lodged by requester for more information Agency denies appeal, no new documents released Agency accepts appeal more documents released

21 Manufacturing Use Case: Automated Supplier Onboarding New suppliers complete an online application form Workflow checks to see if supplier already has an account Yes CSR reviews current supplier account and conducts credit check New supplier account is established & digital contract is generated & sent for esignature New account service request workflow is triggered No New opportunity created in CRM Manager is notified and sets up an account with terms Send SMS CSR conducts a credit check Approved Once the account has been approved a welcome kit is ed

22 Energy Use Case: IoT-Enabled Equipment Maintenance An IoT-enabled generator fails. and sends alert to the service provider s API endpoint Workflow is generated A case is created in the CRM Sensor data generates work order and identifies field tech based on qualifying factors Once the job is complete, client e- signs approval Field tech uses smart tagging & GPS to find the malfunctioning generator Field tech is dispatched and the work order is on mobile app Case is updated in the system of record and the work order is attached Completed and signed work order & equipment service report are stored in Box Send SMS

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