Business Processes Automation with Nintex Workflows for SharePoint

Transcription

1 Business Processes Automation with Nintex Workflows for SharePoint

2 Agenda Point Alliance What is a Business Process Nintex Workflows How Nintex Workflows can manage and automate Business Processes Examples of Business Processes managed and automated by Nintex Workflows Vacation Request Approval Employee Onboarding Recap Questions Giveaway Draw

3 Point Alliance Point Alliance is an award-winning provider of information technology strategies and solutions. Our consulting practice is a recognized leader in delivering proven business solutions to Global 300 companies across many industries. Backed by over 13 years of proven results from over 200 organizations, we offer comprehensive products and solutions that drive your business growth and success. Website design and Web Content Management Solution (CMS) implementation SharePoint implementation, development, integration and upgrade Mobile development Data reporting and analytics Custom application development Solutions for Success

4 What is a Business Process? A collection of tasks that produce a particular result Types: Management Operational Support

5 Examples Ordering a Product through Amazon.ca Hiring an Employee Document Approval Vacation Request Approval Solutions for Success

6 About Nintex Workflows The Most Utilized 3 rd Party Tool for Microsoft SharePoint A Tool that helps realize business processes Solutions for Success

7 2015 Nintex The Challenge: Everyday Processes

8 I need Employee Onboarding. What is my Job Task? Can you approve my Vacation Request? Here s some Social Content to publish. I need Employee Onboarding. Can you approve this Equipment Purchase? Please Review this Document ASAP. I need this Expense Report approved. Can you approve this Equipment Purchase? Can you approve my Vacation Request? Please Review this Document ASAP. What is my Job Task? I need Employee Onboarding. Can you approve this Equipment Purchase? Here s some Social Content to publish. Please Review this Document ASAP. I need this Expense Report approved. What is my Job Task? 2015 Nintex

9 Administration/ Finance Human Resources Information Technology Marketing/ Sales Operations Work Management Provisioning YOUR WORKFLOW PLATFORM Mobile Data Collection Approvals Content Collaboration 2015 Nintex 2015 Nintex

10 Automating Processes Between People and Content Greatly Improving Productivity and Control Everyone Professionals Information Workers PEOPLE 2015 Nintex

11 Automating Processes Between People and Content Greatly Improving Productivity and Control Everyone Professionals Information Workers PEOPLE Simple to Sophisticated Approvals Provisioning Mobile Data Collection Content Generation PROCESS 2015 Nintex

12 Automating Processes Between People and Content Greatly Improving Productivity and Control Everyone Professionals Information Workers Simple to Sophisticated Approvals Provisioning Content Generation Everywhere PEOPLE PROCESS CONTENT 2015 Nintex

13 Automating Processes Between People and Content Greatly Improving Productivity and Control Everyone Professionals Information Workers PEOPLE Simple to Sophisticated Approvals Provisioning Mobile Data Collection Content Generation PROCESS Everywhere CONTENT 2015 Nintex

14 Typical ROI Administration/Finance Expense Approval Process Savings $14,000 Information worker time saved $23,000 $30,000 Reduction in input errors Reductions in finance $70K Typical Total Savings

15 Compounded ROI Administration/ Finance Human Resources Information Technology Marketing/ Sales Operations Expense claims Vacation/leave requests Internal processes Event planning Travel request $70K $ $ $ $ Purchase requests Onboarding/hiring Help desk support Proposal creation Quality assurance $ $ $ $ $ Contract mgmt. Employee status change Request changes to Customer sales order Product approval $ $ system $ $ $ 2015 Nintex 2015 Nintex

16 CUSTOMER SUCCESS STORY LEVERAGE STORY / STORIES WITHIN TEI STUDY 2015 Nintex

17 Customer Testimonial Nintex easily paid for itself within the first month of implementation, and we can use it to automate and improve workflows in other areas of our organization for an even better return on investment. Rob Morrison IT Manager

18 2015 Nintex

19 2015 Nintex

20 Nintex Customers Worldwide Technology Financial Services Healthcare Manufacturing Retail & CPG

21 Key Nintex Features Build Custom Workflows User Account Creation and Permissions Assignment Tight Integration with Back-end Systems CRM Integration Assign Tasks and Schedule Appointments Get Detailed Workflow Reporting and Benchmarking Solutions for Success

22 Tight Integration with Back-end Systems Solutions for Success

23 Nintex Workflows for SharePoint Easier to create workflows than OOB tools Drag & Drop Activities to design workflow

24 Nintex Vs. SharePoint Tight Integration with External Systems Any one can Create Workflows User Defined Functions Out of the Box SP Nintex Solutions for Success

25 Vacation Approval Process Request Vacation Approval 1 Employee Ask HR to Enter Vacation into HR System 2 Approve Vacation Manager Enter Vacation Days into HR System HR 3 HR Application

26 Vacation Calendar

27 Vacation Approval Workflow Solutions for Success

28 Vacation Approval Request Solutions for Success

29 Solutions for Success Workflow Status

30 Employee Onboarding form Solutions for Success

31 Employee Onboarding Confirm Manager 1 HR Add User to AD, Exchange, Setup Laptop Confirm Add Employee to HR Database 2 Confirm Request Work Area 3 HR Application Facilities IT Add User to AD, Exchange Active Directory

32 Employee Onboarding Workflow Solutions for Success

33 Questions?