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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 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 • Collaboration • Unified • Communications • Business Intelligence • Cloud • SQL • SharePoint • Office365 • Windows Intune • Azure • Dynamics CRM • Exchange • Lync • SharePoint • Dynamics CRM
Agenda • Intro • Goals • What is a workflow? • SharePoint Online Overview • About Nintex • Benefits • 5 Keys • Demo
Goals • Provide business rationale for workflow automation SharePoint Online • Discussion of best practices in getting started • Demo of Nintex
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 • Employee onboarding • Leave request • Project issue escalation • Sales document approval
About Nintex – Key Integrations • Lync • Exchange • SQL • AD • App Model
About Nintex – Forms • Easy form development • Access anywhere • Seamless Integration
About Nintex – Key Actions • Lazy approval • File type • Allow Delegation
Benefits • Reduced Process Time • Process Tracking • Develop a foundation for execution
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 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 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 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 • Prepare Governance • Start Simple • Build Momentum • Foster Broad Participation • Don’t Reinvent the Wheel
Key #1 - Prepare Governance • Permissions • Change Management • Training • Build in your development environment
Key #2 – Start Simple • Engage IT and Exec Leadership • Look for low hanging fruit • No big bang
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 Momentum • Articulate using Nintex • Visual • Immediately test
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 • Leverage MS partners • Nintex trial • Professional Services • Use SP users groups • Online resources • Youtube • MSDN • Community.office365.com
Acknowledgements • ICS • Kat Bedell • Charlie Delong • Steve Pellegatto • Carol Swartz • Nintex • Brad Orluk • Lorne Phelps • SharePoint Saturday – Boston • Talbott Crowell • PradeepaSiva
Thank You! / 有り難う! @patrickmkeating keating@ics-inc.com