5 Keys to Workflow Automation Nirvana with Nintex in SharePoint Online

1. 5 Keys to Workflow Automation Nirvana with Nintex in SharePoint Online Patrick Keating @PATRICKMKEATING

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

3. Business Solutions • Collaboration • Unified • Communications • Business Intelligence • Cloud • SQL • SharePoint • Office365 • Windows Intune • Azure • Dynamics CRM • Exchange • Lync • SharePoint • Dynamics CRM

4. Agenda • Intro • Goals • What is a workflow? • SharePoint Online Overview • About Nintex • Benefits • 5 Keys • Demo

5. Goals • Provide business rationale for workflow automation SharePoint Online • Discussion of best practices in getting started • Demo of Nintex

6. What is a workflow?

7. SharePoint Online Overview

8. SharePoint Online Overview

9. About Nintex - Overview • Draw it, don’t code it • Design once, use many • Built on SharePoint for SharePoint • Broad participation/ Business User engagement

10. About Nintex – Common Scenarios • Employee onboarding • Leave request • Project issue escalation • Sales document approval

11. About Nintex – Key Integrations • Lync • Exchange • SQL • AD • App Model

12. About Nintex – Visual Workflow Design

13. About Nintex – Forms • Easy form development • Access anywhere • Seamless Integration

14. About Nintex – Key Actions • Lazy approval • File type • Allow Delegation

15. Benefits • Reduced Process Time • Process Tracking • Develop a foundation for execution

16. 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

17. 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

18. Demo

19. 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

20. Demo

21. 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.”

22. Benefits – Foundation for Execution

23. Five Keys • Prepare Governance • Start Simple • Build Momentum • Foster Broad Participation • Don’t Reinvent the Wheel

24. Key #1 - Prepare Governance • Permissions • Change Management • Training • Build in your development environment

25. Key #2 – Start Simple • Engage IT and Exec Leadership • Look for low hanging fruit • No big bang

26. 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

27. Key #3 – Build Momentum • Articulate using Nintex • Visual • Immediately test

28. Key #4 – Foster Broad Participation • Don’t let IT be the bottleneck • Drive innovation at the Business User level

29. 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

30. Acknowledgements • ICS • Kat Bedell • Charlie Delong • Steve Pellegatto • Carol Swartz • Nintex • Brad Orluk • Lorne Phelps • SharePoint Saturday – Boston • Talbott Crowell • PradeepaSiva

31. Thank You! / 有り難う! @patrickmkeating keating@ics-inc.com