Introducing Nintex. Antony Ford Territory Manager, Nintex UK & Ireland Nintex

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1 Introducing Nintex Antony Ford Territory Manager, Nintex UK & Ireland 2013 Nintex

2 About Nintex Nintex is a world leader in software and cloud services that empower organizations to automate everyday business processes quickly and easily customers partners 90+ countries 22 languages 5 Million licensed users

3 6 5,000+ Customers Worldwide Technology Financial Services Healthcare Manufacturing Retail & CPG

4 Globally Recognised Leader in Workflow 1. Workflow for Office 365 won the People's Choice category, 2. Workflow for Office 365 won the Most Interesting SharePoint Scenario category 3. Workflow for Office 365 won the Most Downloaded SharePoint App category 4. Forms for Office 365 placed third for Most Downloaded SharePoint App category 5. Forms for Office 365 awarded as a finalist for the People's Choice category Nintex identified by Forrester as the most utilized vendor to augment SharePoint.

5 Our Products

6 Productivity Solutions Nintex is a world leader in software and cloud services that empower organizations to automate everyday business processes quickly and easily Finance & Administration Travel requests Purchase requests Expense claims Contract setup New vendor setup Human Resources Holiday & leave requests Employee surveys, appraisals & feedback Time and job sheets Facilities requests Sales & Marketing Event registration CRM updates Sales enquiries Collateral requests Campaign responses Business Operations Quality & safety checks Product feedback Product & parts orders Service & maintenance requests Customer Support Case creation Customer complaints Customer feedback Satisfaction surveys

7 Enterprise Workflow System Automate Create Connect Anywhere

8 Drag-and-drop workflow designer for Microsoft SharePoint QUICK & EASY Workflow for Everyone Reusable templates and modules Rapid ROI BUILT ON SHAREPOINT Simple deployment and management Easy Adoption No additional infrastructure costs CONNECTED Internal and cloud integration INTELLIGENT Real-time workflow status

9 Web-based Forms Designer for Microsoft SharePoint QUICK & EASY Forms for Everyone Empower business users Enhance developer productivity Design once Customize quickly Publish in an instant ACCESS ANYWHERE, ANYTIME Secure access to SharePoint Users Publish to Public Publish to Mobile WORKFLOW INTEGRATION Transform workflows into business applications

10 Cloud Connectivity Service on Microsoft Azure QUICK & EASY Enhance and extend workflows Quickly add web services from online catalog No code CONNECT PEOPLE, DATA & PROCESSES Disparate locations Hybrid and distributed deployments Best of breed cloud services Social Networks SECURE DATA INTEGRATION Connect customers, suppliers Choice of authentication methods

11 Workforce Productivity, Anywhere, Anytime QUICK & EASY Design workflows and forms in SharePoint Publish to multiple devices No Code INTUITIVE & CONSISTENT Native device apps Familiar user experience FROM SHAREPOINT TO MOBILE Real-time synchronisation of business process Secure Interaction On and Off-line

12 Nintex for Office 365 Now you can Design and run workflows in the cloud Connect to a range of cloud services Design and run workflows in the cloud Integrate enterprise activities with out-ofbox actions Extend business processes outside of your organization Make Microsoft Office 365 Easy Powerful Model real work Governable Connected to everything Available to everyone

13 NEW: CRM Connector Packs

14 The Nintex Solution

15 Antony Ford Territory Manager, Nintex UK & Ireland

16 Rupert Ireland Applications Consultant Capita

17 UNIT-e workflow actions Provide a set of actions allowing safe interaction to the UNIT-e database from within Nintex workflow Business rules are maintained and applied, system id s are created.

18 Actions available Update record Create record Delete record Run report generator reports Get XML exporter definition/submit XML Definition See datasheet in delegate pack for more info

19 Learner withdrawal processing Why Affects funding, bound by numerous rules in the funding methodology Bespoke processes often required Curriculum structures Internal Rules May be a requirement for a Sign off/approval Time intensive Paper intensive Scope for error

20 Achieves: Greatly simplify the user interaction Speed up the end to end process Give visibility of the status of each process Provide auditors with proof of the process Ensure a consistent approach to the data processing Drastically reduce the amount of time taken to complete the task

21 Example Scenario User picks a leaner form a search Selects the Programmes of Study of Learning aims from a drop down or multi select control User provides a reason/destination and submits form Data from the form is passed to Nintex workflow. The approver is selected from running 1 or more Reports against the database The withdrawal goes for approval to the appropriate manager and waits for the outcome

22 If approved the workflow will find all the other enrolment records that the learner has based on the programme that was selected on the form (using a report generator) Rules are applied using combinations of IF,RUNIF,SWITCH as the logic branches in the workflow based on the data it receives from report generator. The register marks are interrogated (either UNIT-e or other systems) The enrolment records are updated within the workflow using multiple UNIT-e actions The appropriate users are notified that the leaners has be withdrawn.

23 Learner withdrawals/auto withdrawals Group transfers, Balancing groups Target tracking review inputs/ilp S (individual learner plans) Course evaluation forms Proving website content for Online services Learner Address/Telephone updates/creation Course setup/curriculum planning CPD continual professional development tracking and requests Car park booking and allocation Document archiving Electronic document management backend processing UCAS form Processing Raising cause for concerns Diary bookings via SharePoint calendar ing Parents learners results (as PDF output of SSRS report) HR Processes, Absence/Leave request/return to work forms IT Processes, Creating user accounts, Managing print queues, Managing helpdesk calls

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