powerful workflow with integration and...
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nintex.com
Powerful workflow with integration and reportingNintex Workflow, the leading workflow automation tool for SharePoint, is deployed across a variety of industrial sectors and company departments.
Nintex Workflow Enterprise Edition, with its advanced connectivity, richer toolbox and additional reporting capabilities, gives customers more power and flexibility.
HUMAN RESOURCES The HR department has one of the broadest reaches in any organization, boasting a high volume of processes and company-wide policies that touch everyone in the business. Hires and departures as well as governance and compliance are both high-impact, high-risk areas that must be closely governed.
EMPLOYEE ON/OFFBOARDING: Automate user account and mailbox creation along with Lync/OCS activation in the overall “new employee” process. A similar workflow can be run in reverse when the employee leaves, ensuring compliance and minimizing risk.
EMPLOYEE REVIEWS: Integrates with Exchange and Outlook to automatically schedule appointments on employee calendars. Additionally, Nintex Workflow Enterprise Edition can read Word documents and then make decisions and send notifications based on team capability to schedule subsequent training and reviews.
SALESSpeed and effectiveness of communications makes or breaks a sale. Being able to correctly target your opportunities and follow them up at the right time with the right message is what makes revenue grow. RFPs and other sales queries need to be responded to with quality proposals and leads need to be logged and followed up quickly and effectively.
DOCUMENT ASSEMBLY: Collect data from your business systems and assemble customer proposals and other documents automatically. Once the draft is fully assembled, a review and approval process is applied for Quality Assurance. Finally, the document can be converted to a chosen format (such as PDF) and distributed to its audience. Accuracy and timeliness is assured, giving every opportunity the maximum chance of being converted to a sale.
LEAD MANAGEMENT: Nintex Workflow Enterprise Edition integrates with Microsoft Dynamics Customer Relations Management so you can build workflows that capture and route leads using current customer data, and schedule timely follow-ups.
OPERATIONS The Administration and Operations department offers a great opportunity to automate repeated tasks which are often taken for granted, but cannot be allowed to fail. Regular tasks such as contract management or scheduled maintenance and outages form the backbone of many organizations.
CONTRACT MANAGEMENT: Review and read contracts stored in SharePoint, identify relevant areas and act on them by automating notification to key employees, managing change requests and electronic publication on a regular basis.
SERVICE MANAGEMENT: In addition to broadcasting necessary notifications, leverage Exchange and Outlook to request scheduled times from employees that are mutually acceptable to allow system maintenance to occur reliably, with the minimal possible disruption.
FINANCEAccuracy and visibility of data is of the highest importance in the Finance department and, when information is spread across the business in multiple locations, integration of that data becomes key. Being able to tie your finance-relevant data and information into a single, dependable solution is critical for processes like expense reporting, accounts receivable, and many others.
EXPENSE CLAIMS APPROVAL: Apply automatic updates to your finance system when an expense claim has been approved, even if that system is not in SharePoint. Whether the request is submitted as an electronic form, spread-sheet or Word document, Nintex Workflow Enterprise Edition can read it and send the result to your back-office systems.
INVOICE PROCESSING: Trigger workflows from your existing systems when a particular event occurs, such as users receiving notifications when a customer invoice reaches the payable date. Combine Nintex Workflow Enterprise Edition with Nintex Live to leverage on-line services such as currency conversion to make your Finance processes even more intelligent.
INFORMATION TECHNOLOGYHigh volumes of simple but crucial tasks often occupy time that could be spent on more specialized work that makes better use of the department’s expertise. Helpdesk administration and the assignment of network permissions are two areas that benefit greatly from automation.
HELPDESK: Integration with Exchange and Outlook provides the means of assigning tasks to helpdesk resources as well as scheduling team meetings and technical work. This kind of automation not only streamlines the team’s effort, but also provides additional quality assurance and accountability.
ASSIGN NETWORK PERMISSIONS: Build secure solutions by empowering department heads to approve requests for permissions and network password resets. The employee completes a simple form, their manager approves or denies the request, and Nintex Workflow Enterprise Edition does the rest.
The Top 6 Technical Capabilities of Nintex Workflow Enterprise Edition
Analyze and benchmark your automation company-wide. Nintex Workflow Enterprise Edition’s reporting features allow you to see what your workflows are doing throughout the enterprise and identify bottlenecks in your business processes. When you are done with your improvements, use the same tools to measure the impact.
Leverage SharePoint’s Business Connectivity Services, Business Data Catalogue, as well as BizTalk Server to tie business processes to crucial back-end systems. Empower your organization to make better decisions as you combine human processes with business intelligence by integrating important data from departments like Finance, HR and Sales.
Create Active Directory and SharePoint user accounts as they are requested and approved by hiring managers, department heads and other stakeholders, without placing administrative burden on the IT department. Use the same workflow to assign the appropriate network permissions.
Integrate your business processes with your Microsoft Dynamics CRM system to maximize the value of your customer information. Sales and Finance can leverage fully automated workflows to drive timely and effective communications, leading to a healthier revenue cycle.
Make automated decisions and share information based on the content of critical documents and spread sheets. Update contracts, publications and financial reports automatically and apply quality control processes before sharing them externally.
Using the Exchange integration features, schedule appointments and invite users to meetings which subsequently appear in their Outlook calendar. Assign tasks that flow through to their Outlook task lists.
Detailed reporting and benchmarking
Tight integration with back-end systems and data
User account creation and permissions assignment
Customer Relationship Management integration
Visibility and assembly of critical Word and Excel files
Task assignment and appointment scheduling
BROWSE NINTEX WORKFLOW 2013
Save Publish
NW2013User
SHARE FOLLOW
New Open Close Print Import Export Workflow Settings ZoomIn
ZoomOut
ViewSettingsImport/ExportFile
100% Catalog Help
SharePoint ?
Search...
Create appointment
Completeworkflow task
Assign flexitask
Assign to-dotask
Delegate workflow task
Requestapproval
Sendnotification
Get meetingsuggestions
Request data
Create task
Create CRM record
Nintex Live Help
Reject
Send notification
Approve
Assign flexi task
Delete item
Commonly used
Workflow Actions
Integration
Libraries and lists
Logic and flow
Operations
Provisioning
User interaction
BROWSE NINTEX WORKFLOW 2013
Save Publish
NW2013User
SHARE FOLLOW
New Open Close Print Import Export Workflow Settings ZoomIn
ZoomOut
ViewSettingsImport/ExportFile
100% Catalog Help
SharePoint ?
Search...
Create appointment
Completeworkflow task
Assign flexitask
Assign to-dotask
Delegate workflow task
Requestapproval
Sendnotification
Get meetingsuggestions
Request data
Create task
Create CRM record
Nintex Live Help
Reject
Send notification
Approve
Assign flexi task
Delete item
Commonly used
Workflow Actions
Integration
Libraries and lists
Logic and flow
Operations
Provisioning
User interaction
BROWSE NINTEX WORKFLOW 2013
Save Publish
NW2013User
SHARE FOLLOW
New Open Close Print Import Export Workflow Settings ZoomIn
ZoomOut
ViewSettingsImport/ExportFile
100% Catalog Help
SharePoint ?
Search...
Create appointment
Completeworkflow task
Assign flexitask
Assign to-dotask
Delegate workflow task
Requestapproval
Sendnotification
Get meetingsuggestions
Request data
Create task
Create CRM record
Nintex Live Help
Reject
Send notification
Approve
Assign flexi task
Delete item
Commonly used
Workflow Actions
Integration
Libraries and lists
Logic and flow
Operations
Provisioning
User interaction
BROWSE NINTEX WORKFLOW 2013
Save Publish
NW2013User
SHARE FOLLOW
New Open Close Print Import Export Workflow Settings ZoomIn
ZoomOut
ViewSettingsImport/ExportFile
100% Catalog Help
SharePoint ?
Search...
Create appointment
Completeworkflow task
Assign flexitask
Assign to-dotask
Delegate workflow task
Requestapproval
Sendnotification
Get meetingsuggestions
Request data
Create task
Create CRM record
Nintex Live Help
Reject
Send notification
Approve
Assign flexi task
Delete item
Commonly used
Workflow Actions
Integration
Libraries and lists
Logic and flow
Operations
Provisioning
User interaction
BROWSE NINTEX WORKFLOW 2013
Save Publish
NW2013User
SHARE FOLLOW
New Open Close Print Import Export Workflow Settings ZoomIn
ZoomOut
ViewSettingsImport/ExportFile
100% Catalog Help
SharePoint ?
Search...
Create appointment
Completeworkflow task
Assign flexitask
Assign to-dotask
Delegate workflow task
Requestapproval
Sendnotification
Get meetingsuggestions
Request data
Create task
Create CRM record
Nintex Live Help
Reject
Send notification
Approve
Assign flexi task
Delete item
Commonly used
Workflow Actions
Integration
Libraries and lists
Logic and flow
Operations
Provisioning
User interaction
BROWSE NINTEX WORKFLOW 2013
Save Publish
NW2013User
SHARE FOLLOW
New Open Close Print Import Export Workflow Settings ZoomIn
ZoomOut
ViewSettingsImport/ExportFile
100% Catalog Help
SharePoint ?
Search...
Create appointment
Completeworkflow task
Assign flexitask
Assign to-dotask
Delegate workflow task
Requestapproval
Sendnotification
Get meetingsuggestions
Request data
Create task
Create CRM record
Nintex Live Help
Reject
Send notification
Approve
Assign flexi task
Delete item
Commonly used
Workflow Actions
Integration
Libraries and lists
Logic and flow
Operations
Provisioning
User interaction