Business Process Modernization

Transcription

1 Business Process Modernization Speakers Andrea O Hara, Sr. Consultant, Nintex vte andrea.ohara@thincit.com 2018 Look at More A THInc.IT Conference February 22, 2018

2 Meet the Speaker Andrea O Hara Senior Consultant and Nintex vte THInc.IT Andrea is a Senior Consultant on THInc.IT s Professional Services team. She has been working with SharePoint and Business Process Automation for about 6 years. She is a Nintex virtual Technical Evangelist (vte) and co-organizer of the Richmond Nintex User Group.

3 Agenda Overview Defining Business Process Modernization Stages of Business Process Modernization Lifecycle Tool Comparison Demonstration Best Practices

4 Overview

5 The IT organization can't drive or lead a digital transformation. It has to come from the business and the business strategy, because they're fundamental to how a company or an organization evolves. - Michael Dell

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

7 Key Digital Transformation Trends The user journey Automation Digital business architecture The mobile workforce An API strategy Total data analytics Rapid experimentation The Thinking Enterprise Continuous experimentation with innovations Targeted IoT projects Source:

8 Key Digital Transformation Trends The user journey Automation Digital business architecture The mobile workforce An API strategy Total data analytics Rapid experimentation The Thinking Enterprise Continuous experimentation with innovations Targeted IoT projects Source:

9 Business Process Modernization A strategy that combines the concepts of: Sophisticated User Interaction Process Automation and Mobile Accessibility Integration Across platforms/applications and Content Generation Visibility and Insight to reach the goals of: reducing cost and inefficiency boosting employee productivity and satisfaction focusing on initiatives to move your company forward 9

10 Change is a continuous process. You cannot assess it with the static yardstick of a limited time frame. When a seed is sown into the ground, you cannot immediately see the plant. You have to be patient. With time, it grows into a large tree. And then the flowers bloom, and only then can the fruits be plucked. - Mamata Banerjee

11 Business Process Modernization Lifecycle Bearing Fruit Seed Maturity Germination Growth

12 Lifecycle Example: Performance Reviews Bearing Fruit Seed Maturity Germination Growth

13 Tool Comparison

14 The first rule of any technology used in a business is that automation applied to an efficient operation will magnify the efficiency. The second is that automation applied to an inefficient operation will magnify the inefficiency. - Bill Gates

15 Options for solving business challenges with workflow solutions Turnkey / Point Solutions OOTB tools Custom Development Low Code (RAD) Tools Fast turn around Limited agility Everything you want and/or need Quick custom turn around Can be deprecated Time consuming Additional cost Expensive Limited feature set Expensive Scalable Do not scale Hidden costs Rigid Usable by business

16 Anatomy of a Workflow Frontend User interface (aka the form) Backend Process activities (aka actions or steps in the workflow) Workflow telemetry (e.g. start/stop, duration, task dispositions, etc.) Data Metadata manipulated by the workflow (e.g. list data, data from LOB s, etc.)

17 Tools Frontend Backend Data 17

18 Tool Comparison Feature Nintex Platform Microsoft Process Automation Nintex Workflow Flow Sophisticated User Interaction Mobile Accessibility Nintex Forms, App Studio Nintex Mobile, App Studio PowerApps, Forms PowerApps, Forms Integration Across platforms and applications Nintex Connectors Connectors Content Generation Nintex DocGen Connectors Visibility and Insight 18 Nintex Hawkeye Forms, Flow Analytics, Power BI

19 Demonstration

20 Best Practices Start small Work iteratively Create separate spaces for development, testing, and production Plan ahead for Reusability Scalability User Adoption Maintenance Review performance regularly for opportunities for improvement

21 Questions

22 Let s Get Started THInc.IT can get you started with a free trial Forms, Workflow, Mobile Online, On-Prem, you name it! Demos, POCs, Consulting Training, Mentoring

23 Nintex User Group Next meeting on April 20 th Member Success Story xchange Conference Recap

24 Thank You! Speakers Andrea O Hara, Sr. Consultant, Nintex vte andrea.ohara@thincit.com 2018 Look at More A THInc.IT Conference February 22, 2018