Brad Orluk. Senior Technical Evangelist NINTEX

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2 Brad Orluk Senior Technical Evangelist NINTEX Brad has over 15 years of IT architecture, administration and sales experience. Prior to joining Nintex, as an Information Architect at a Fortune 500, he has worked on business and IT process improvement and automation on a variety of real world global projects and productivity initiatives. Brad s unique, technical yet business focused, background gives him the ability to help users leverage technology to drive value to their

3 Getting Started Building a Beginner Learning Session Building an Advanced Learning Session

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5 Teaching =

6 Nintex Ninjas need to know their options for solving business challenges with technology Turnkey / Point Solutions OOTB tools Custom Development Low Code (aka R.A.D.) Tools

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9 What is a workflow? work flow ˈwərkflō/ Noun noun: workflow; plural noun: workflows the sequence of industrial, administrative, or other processes through which a piece of work passes from initiation to completion.

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11 BPM (Business Process Management) Practice asserts that before any process can be automated, it is necessary to define all of the business processes running inside the domain of endeavor. From this the processes can be re-defined and where necessary optimized, including automation.

12 BPA (Business Process Automation) Approach states that until a process is automated, there is no real value in analyzing and defining it, and that the cycle of business change is so rapid there simply isn t time to define every process before choosing which ones to address with automation, and that delivering immediate benefits creates more value.

13 WCA (Workflow and Content Automation) An important emerging category that will consolidate the legacy technology markets of Business Process Management (BPM) and Customer Communications Management (CCM) into one.

14 Anatomy of a Nintex workflow User Interface (aka the form) Process actions (aka the workflow) Workflow telemetry (e.g. start/stop, duration, task dispositions, etc.) Usage lense can be applied to this data via Nintex Hawkeye for deeper business insights Metadata manipulated by the workflow (e.g. list data, data from LOB s, etc.) Process Intelligence lense can be applied to this data for advanced reporting and analytics

15 People Process Content

16 INFORMATION TECHNOLOGY Provision User Accounts Help Desk Support IT Asset Management Travel Request Purchase Request Foreign Exchange Transactions FINANCE/ ADMINISTRATION HUMAN RESOURCES On-Boarding or Employee Hiring Vacation or Leave Requests Employee Training Event Planning Proposal Creation Contract Management SALES AND MARKETING OPERATIONS, DELIVERY AND PROCUREMENT Disaster Recovery Product Approval Process Quality Assurance Help Desk Customer Complaints Product Documentation and Help References CUSTOMER SERVICE AND SUPPORT

17 Nintex Platform Nintex Workflow Nintex Forms Nintex Mobile Nintex Hawkeye Nintex AppStudio Nintex Drawloop Document Generation Nintex Connectors Nintex Xchange Nintex Workflow for SharePoint Nintex Forms for SharePoint Nintex Workflow for Office 365 Nintex Forms for Office 365 Nintex Workflow for Project Server Nintex Workflow Cloud

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22 In person vs virtual

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24 automate Ask why / what does the business need to Get to know your organizations business Ask questions Sit down with the players ASK QUESTIONS

25 Automate this first Process Step Automate these later Step Step

26 In this module you will Get a background understanding of Nintex as an organization Learn about the Nintex Workflow Platform and how Workflow Automation impacts business Start to understand how Nintex products are used to deliver value Explore common automation paradigms By the end of this module you will be able to Describe what workflow automation is and how businesses make use of it Describe an example use case of the Nintex Workflow Platform and the value it can bring to an organization

27 On-Prem Office 365 Day 1 Installation and configuration Maintenance and support Day 2 Nintex Workflow Design a SharePoint Solution Build It: Leave Request Nintex Forms Add an Electronic Form Customize It With Rules Day 3 Customer Use Case Scenario Day 1 Creating a site and adding the Apps Setup a basic landing area for users Day 2 Nintex Workflow Design a SharePoint Solution Build It: Leave Request Nintex Forms Add an Electronic Form Customize It With Rules Day 3 Customer Use Case Scenario

28 Be Familiar with SharePoint infrastructure General SharePoint structures (Sites, Lists, Libraries etc.) Familiar with SharePoint concepts (Metadata, Content Types, etc.) Know the process you are trying to automate/replace

29 Power Users Be Familiar with SharePoint artifacts (Adding Solutions/Creating Site Collections) Understand Basic Database Concepts (Creating Databases/Setting up Maintenance) Business Process Familiarity Know the process you are trying to automate/replace, typically the main Project Sponsor/Lead Be Ready to Answer Questions about Projected Data and User Volume

30 Be Familiar with General SharePoint structures (Sites, Lists, Libraries etc.) Familiar with SharePoint concepts (Metadata, Content Types, etc.) Know the process you are trying to automate/replace Know about existing systems and what role they serve in the Enterprise Understand development concepts such as loops, data structures, and data access

31 What data do I need from the user?

32 Draw it in Visio Build it in the Nintex Workflow designer Write it down on a... whiteboard, paper, etc.

33 Workflow Flow Chart Create Customer Master Record MDO Sales Person 1 Identify New Customer Master Need 2 Start Customer Master Creation 3 Create/Modify Documents 6 Setup Customer Master Approved Finance Need additional Info 4 Approved? Reject due to credit System 5 Reject Workflow End 7 Success Workflow End

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36 Building a Leave Request solution!

37 Hands on with Nintex Workflow and Forms for O365

38 Create the SharePoint Lists Leave Calendar (Calendar) Leave Requests (Custom List)

39 Customize The Leave Request Form Overview of Nintex Forms Designer Controls Add Leave Requests label Adjust column label colors Rules Layouts

40 Create The Leave Request Workflow Overview of Nintex Workflow Designer Initial setup Build the structure Testing

41 Best Practices

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