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5 Keys to Workflow Automation Nirvana with Nintex in SharePoint Online. Patrick Keating @PATRICKMKEATING. Intro. Director of Corporate Partnerships @ ICS 8 Years of Content Management Solutions Business Development MBA – Babson College Study of Operations in Asia. Business Solutions.

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5 keys to workflow automation nirvana with nintex in sharepoint online

5 Keys to Workflow Automation Nirvana with Nintex in SharePoint Online

Patrick Keating

@PATRICKMKEATING

intro
Intro
  • Director of Corporate Partnerships @ ICS
  • 8 Years of Content Management Solutions Business Development
  • MBA – Babson College
    • Study of Operations in Asia
slide3

Business Solutions

  • Collaboration
  • Unified
  • Communications
  • Business Intelligence
  • Cloud
  • SQL
  • SharePoint
  • Office365
  • Windows Intune
  • Azure
  • Dynamics CRM
  • Exchange
  • Lync
  • SharePoint
  • Dynamics CRM
agenda
Agenda
  • Intro
  • Goals
  • What is a workflow?
  • SharePoint Online Overview
  • About Nintex
  • Benefits
  • 5 Keys
  • Demo
goals
Goals
  • Provide business rationale for workflow automation SharePoint Online
  • Discussion of best practices in getting started
  • Demo of Nintex
about nintex overview
About Nintex - Overview
  • Draw it, don’t code it
  • Design once, use many
  • Built on SharePoint for SharePoint
  • Broad participation/ Business User engagement
about nintex common scenarios
About Nintex – Common Scenarios
  • Employee onboarding
  • Leave request
  • Project issue escalation
  • Sales document approval
about nintex key integrations
About Nintex – Key Integrations
  • Lync
  • Exchange
  • SQL
  • AD
  • App Model
about nintex forms
About Nintex – Forms
  • Easy form development
  • Access anywhere
  • Seamless Integration
about nintex key actions
About Nintex – Key Actions
  • Lazy approval
  • File type
  • Allow Delegation
benefits
Benefits
  • Reduced Process Time
  • Process Tracking
  • Develop a foundation for execution
benefits reduced process time
Benefits – Reduced Process Time
  • Lead Time - clock starts when the request is made and concludes upon delivery
    • Cycle Time - clock starts when work begins on the request and ends when the items is ready for delivery
benefits reduced process time1
Benefits – Reduced Process Time

ICS Sales Process

  • Can make sure contracts to customers in a timely and consistent manner
  • Auto creation of PDF for output
  • Auto notification of key process steps, including approval
benefits reduced process time2
Benefits – Reduced Process Time

ICS Leave Request

  • Automated workflows prompted when time off is requested
  • Employee is automatically given approval or rejection with time off available being pulled from HRIS
  • Calendar update
benefits reduced process time3
Benefits – Reduced Process Time
  • According to John Hausknecht, a professor at Cornell’s school of industrial and labor relations, the economy has witnessed a “huge surge in demand for workforce-analytics roles.”
five keys
Five Keys
  • Prepare Governance
  • Start Simple
  • Build Momentum
  • Foster Broad Participation
  • Don’t Reinvent the Wheel
key 1 prepare governance
Key #1 - Prepare Governance
  • Permissions
  • Change Management
  • Training
  • Build in your development environment
key 2 start simple
Key #2 – Start Simple
  • Engage IT and Exec Leadership
  • Look for low hanging fruit
  • No big bang
key 3 build momentum
Key #3 – Build Momentum
  • Reengage execs, IT leadership, and key stakeholders
  • Articulate process ROI
    • Reduce process time
    • Department satisfaction
    • Process insights
    • Brainstorm on new ideas
  • Develop a high level roadmap
key 3 build momentum1
Key #3 – Build Momentum
  • Articulate using Nintex
    • Visual
    • Immediately test
key 4 foster broad participation
Key #4 – Foster Broad Participation
  • Don’t let IT be the bottleneck
  • Drive innovation at the Business User level
key 5 don t reinvent the wheel
Key #5 – Don’t Reinvent the Wheel
  • Leverage MS partners
    • Nintex trial
    • Professional Services
  • Use SP users groups
  • Online resources
    • Youtube
    • MSDN
    • Community.office365.com
acknowledgements
Acknowledgements
  • ICS
    • Kat Bedell
    • Charlie Delong
    • Steve Pellegatto
    • Carol Swartz
  • Nintex
    • Brad Orluk
    • Lorne Phelps
  • SharePoint Saturday – Boston
    • Talbott Crowell
    • PradeepaSiva
thank you
Thank You! / 有り難う!

@patrickmkeating

keating@ics-inc.com