Nintex workflow: A brief overview of a Process Optimization must-have
Primarily, Nintex’s platform functions let just about anyone design and spin up forms, workflows, mobile apps, eSigning, and desktop processes. It’s used successfully across several verticals to accelerate service delivery and payment collections timescales, as well as cross-departmental streamlining.
It enables easy pre-filling for strategic and sales documents with Object and Record-driven data as well as brand-consistent templating.
Moreover, Salesforce agents can draw up and share sales documentation such as proposals, requests for proposals, contracts, agreements, order forms, and invoices based on their user permissions.
The case for process optimizations
Bottom lines remain closely tied to better process management
For the most part, enterprise processes are clerical, mostly because automation is either completely off-limits for non-developers or too rudimentary to be of use for things like team operations.
This makes identifying potential areas of improvement harder to triangulate.
Speaking of potential, typical system investments by businesses span operations with final-leg paperwork like document generation spreadsheet management, mailouts, and reviews. These need to be mapped for more fine-grained identification.
Last-mile, hard mile
Having last-mile document processes mapped to each other comes with its pros.
An obvious one is process-intelligence.
Being able to see processes work in harmony from a 10000 view is more than likely to drive powerful executive decisions and pipeline tuning for dramatic efficiency improvement.
Ways in which Nintex lets you transform processes
- Optimize business processes with workflow automation
- Improve over existing process lines with managed automation and process control
- Strategic workflows and document-runs to magnify time-savings and worker productivity.
- Power contract lifecycles for improved customer service
- No-code process improvements
- Salesforce1 compatibility lets you create and manage documents from inside Salesforce
- Templatize business-critical documents for fewer errors, incidents, and retractions to maintain buyer reputation
- Leverage pre-fillable documents to create policy-compliant paperwork every time
Then, there’re also some approval-acceleration use cases to be looked at
- Faster approval for usage of discounts, legal taxonomy, and payments.
- Faster back-and-forth and customer agreement redlining.
- Industry-specific board approvals for high-value flagship projects
A look at some offerings by its product suite
Nintex Process Cloud
The most impressive of its map-automate-optimize sequence is the fact that it encourages a better-documented understanding of processes before delving into automation.
It does this by making media and documentation tools available at the level of non-IT teams to capture collective departmental knowledge for each process. Nintex Promapp is a big part of this.
It helps describe processes better and identify the parts that can be done repetitively without variation, and the ones that still require collaboration and human judgment.
That goes a long way to identify the processes that are good candidates for RPA or Workflows.
While things like auto-suggestion for Record selection could get used in workflows, RPA could apply to limited legacy process work.
Nintex Promapp
It helps make sense of processes besides making them more accessible.
The tool provides for real-time exchanges between teams through dashboards to notify each other of changes that affect them. It prevents processes from breaking and ensures adoption from the word ‘go’. Further, CI and user change logs drive accountability, while a reporting API lets you view progress and suggest improvements.
And lastly, to make the transformative process move along faster, you get tagging and change approvals too.
Nintex Analytics
The platform offers process intelligence as an added offering to help monitor performance across processes and uncover performance insights.
The tool helps executives and planners track performance against rubrics, interpret coherent inferences through visualizations and custom dashboards, and bring forward problem areas.
It also lets you drop an analytics beacon into Workflows to calculate returns for the automation as well as drive process ownership.
Even more, as a use case for client-facing operations, you could use these analytics to monitor account health, Service Level Agreements, and incident-escalations.
A word about middleware support
There’re a host of enterprise connectors to choose from that users can drop into workflows to access host platform data from platforms like Salesforce apart from others like SharePoint.
Finally, Nintex’s own Xtensions framework lets you extend workflow coverage to include other apps in use by your enterprise.
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