Intelligent Process Automation

Transcription

1 Intelligent Process Automation Nintex: Automate, orchestrate, and optimize your content creation and collaboration processes Jen Miller Strategic Partner Manager February 22,

2 Work Passions: 1. Technology 2. Creativity 3. Not wasting time Jen Miller Strategic Partner Manager

3 Stop by the Nintex table Write down your most painful process & contact information and Enter to Win a Spa day!!! 3

4 History Industry Adoption #1 in Workflow & Content Automation (WCA) -Aragon Research Industry partners GTM Leader in Digital Business Platforms Aragon Research #1 in strategy for Digital Process Automation Wave Forrester Research 4

5 Increasing Pressure to Automate Cost Reduction Auditability For Regulatory Productivity Enhancement Best Practices Identify and remove unnecessary steps Identify late actions, non approvals Improved communication Reduce human error Optimize resource allocation Overlooked tasks and compliance violations Eliminate repetitive and manual processes Streamline process Standardization and repeatability Enhanced visibility and accountability Empower employees Paperwork is eliminated By 2020, 60% of Application Development will be done outside of formal IT teams 5 -Gartner and Wall Street Research 5

6 Nintex Workflow Platform Intuitive, Integrated, Intelligent process automation (clicks not code) Nintex Workflow and Workflow Cloud Nintex Hawkeye Nintex App Studio Nintex Forms Nintex Xtensions Nintex Document Generation 6

7 Simple Sophisticated Complex Easy enough for the line of business. Trusted by IT IT department Line of business Personal Process 7 7

8 Why Automate, analyze, and optimize your content processes? nintex

9 IT Sales Legal Finance Human Resources Pressing need for advanced process automation Dynamic and flexible Business analyst/operations Drag and drop visual UX Days-Weeks Evolving 2015 Nintex

10 Nintex automates processes across all business users and use cases Nintex Extends and Enhances your organizations various systems of record 10

11 Customer Challenge Customer Relationship Mgt. Front Office Applications EFSS/Cloud Content Mgt. Electronic Signature Collaboration & Work Management VP of Sales is asking for: Increased Revenue Targets Customer Retention Reduce Cost of Sale Enterprise Resource Planning Workflow & Content Automation IT Service Management Faster Sales Cycle Human Capital Management Supply Chain Management Back Office Applications

12 Current Challenges Time Consuming No Visibility Difficult to Change SALE Returns to Office to input the order manually TIME Contributes to.. Customer Experience Number of customer visits (day/week/month) Updates account in CRM Manager Approval Requested (If discount is requested) Awaits Manager Approval s Customer Proposal

13 Nintex Forms-Mobile Quick and easy forms designer on any device in any location Generate order via mobile device SALE Nintex App Studio Comprehensive mobile forms development Drag and drop Automatically updates account in CRM Nintex Workflow Flexible deployment; no coding required Drag. Drop. Done. Drag and drop Automatically notifies approval requests Nintex Document Generation Automated custom documents integrating diverse content Dynamically generates document QUOTE Nintex Hawkeye Workflow process analytics and intelligence 13 Drag and drop Automatically s Customer Proposal

14 Analytics Process visibility Process reporting Decisioning and Insight Performance of revenue critical processes User selects and submits form Workflow automatically generates dynamic document from template folder TIME SAVED Increased customer visits (per sales rep) Reduced bottlenecks (visibility) Increased customer experience Internal Through the workflow automatically updates the document in the correct folders Approved Customer Workflow automatically s document to customer Final Automatically once both parties agree (via ) the workflow automatically sends final document for approval- (E-sign) then updates the CRM automatically

15 Nintex empowers the line of business to automate orchestrate optimize Every interaction across the modern workplace 15

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18 Three things Why - Take the risk make a change 2. Where to start? Start fun, Focus on the biggest impact, Focus on the most visual 3. How agile, iterative, don t over plan just get started Sign up with THInc.IT for a Demo Download a free trial at 18

19 Xchange Nintex Conference San Diego - February 26-28th Nintex World Tour DC March 26 th **FREE** Nintex User Group Meeting April 20 th HERE at MSFT 19

20 If we have time... Let s take a look Q&A -or