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Transcript of Brad Orluk - Abel Solutions Orluk Senior Technical Evangelist NINTEX Brad has over 15 years of IT...
Brad OrlukSenior Technical Evangelist
NINTEX
Brad has over 15 years of IT architecture, administration
and sales experience. Prior to joining Nintex, as an
Information Architect at a Fortune 500, he has
worked on business and IT process improvement
and automation on a variety of real world global
projects and productivity initiatives.
Brad’s unique, technical yet business focused,
background gives him the ability to help users
leverage technology to drive value to their businesses.
@BradOrluk
• Turnkey / Point Solutions
• OOTB tools
• Custom Development
• Low Code (aka R.A.D.) Tools
Nintex Ninjas need to know their options for solving business challenges with technology
What is a workflow?
work·flow
ˈwərkflō/
Noun
noun: workflow; plural noun: workflows
the sequence of industrial, administrative, or other processesthrough which a piece of work passes from initiation to completion.
BPM (Business Process Management)
Practice asserts that before any process can be automated, it is necessary to define all of the business processes running inside the domain of endeavor. From this the processes can be re-defined and where necessary optimized, including automation.
BPA (Business Process Automation)
Approach states that until a process is automated, there is no real value in analyzing and defining it, and that the cycle of business change is so rapid there simply isn’t time to define every process before choosing which ones to address with automation, and that delivering immediate benefits creates more value.
WCA (Workflow and Content Automation)
An important emerging category that will consolidate the legacy technology markets of Business Process Management (BPM) and Customer Communications Management (CCM) into one.
Anatomy of a Nintex workflow
• User Interface (aka the form)
• Process actions (aka the workflow)
• Workflow telemetry (e.g. start/stop, duration, task dispositions, etc.)
• Usage lense can be applied to this data via Nintex Hawkeye for deeper business insights
• Metadata manipulated by the workflow (e.g. list data, data from LOB’s, etc.)• Process Intelligence lense can be applied to this data for advanced reporting and analytics
HUMANRESOURCES
• On-Boarding or Employee Hiring• Vacation or Leave Requests• Employee Training
CUSTOMER SERVICE AND SUPPORT
Help Desk •Customer Complaints •
Product Documentation and Help References •
INFORMATIONTECHNOLOGY
• Provision User Accounts• Help Desk Support• IT Asset Management
SALES AND MARKETING
Event Planning •Proposal Creation •
Contract Management •
FINANCE/ADMINISTRATION
Travel Request •Purchase Request •
Foreign Exchange Transactions •
• Disaster Recovery• Product Approval Process• Quality Assurance
OPERATIONS, DELIVERY AND
PROCUREMENT
Nintex Platform
Nintex Workflow
Nintex Workflow
for SharePoint
Nintex Workflow
for Office 365
Nintex Workflow
for Project
Server
Nintex Workflow
Cloud
Nintex Forms
Nintex Forms for
SharePoint
Nintex Forms for
Office 365
Nintex MobileNintex
Hawkeye™
Nintex
AppStudio™
Nintex Drawloop
Document
Generation
Nintex
ConnectorsNintex Xchange
http://learning.Nintex.com
http://wenger-trayner.com/wp-content/uploads/2015/03/Start-up-guide-EN1.pdf
Ask why / what does the business need to automate
• Get to know your organizations business
• Ask questions
• Sit down with the players
• ASK QUESTIONS
In this module you will• Get a background understanding of Nintex as
an organization• Learn about the Nintex Workflow Platform and
how Workflow Automation impacts business• Start to understand how Nintex products are
used to deliver value• Explore common automation paradigms
By the end of this module you will be able to• Describe what workflow automation is and how
businesses make use of it• Describe an example use case of the Nintex
Workflow Platform and the value it can bring to an organization
On-Prem Office 365
Day 1
• Installation and configuration
• Maintenance and support
Day 2
• Nintex Workflow
• Design a SharePoint Solution
• Build It: Leave Request
• Nintex Forms
• Add an Electronic Form
• Customize It With Rules
Day 3
• Customer Use Case Scenario
Day 1
• Creating a site and adding the Apps
• Setup a basic landing area for users
Day 2
• Nintex Workflow
• Design a SharePoint Solution
• Build It: Leave Request
• Nintex Forms
• Add an Electronic Form
• Customize It With Rules
Day 3
• Customer Use Case Scenario
Be Familiar with
•SharePoint infrastructure
•General SharePoint structures (Sites, Lists, Libraries etc.)
•Familiar with SharePoint concepts (Metadata, Content Types, etc.)
Know the process you are trying to automate/replace
Power UsersBe Familiar with SharePoint artifacts (Adding Solutions/Creating Site Collections)
Understand Basic Database Concepts (Creating Databases/Setting up Maintenance)
Business Process FamiliarityKnow the process you are trying to automate/replace, typically the main Project Sponsor/Lead
Be Ready to Answer Questions about Projected Data and User Volume
Be Familiar with General SharePoint structures (Sites, Lists, Libraries etc.)
Familiar with SharePoint concepts (Metadata, Content Types, etc.)
Know the process you are trying to automate/replace
Know about existing systems and what role they serve in the Enterprise
Understand development concepts such as loops, data structures, and data access
• Draw it in Visio
• Build it in the Nintex Workflow designer
• Write it down on a... whiteboard, paper, etc.
https://community.nintex.com/docs/DOC-1475
Workflow Flow Chart
Create Customer Master Record
MD
OSa
les
Per
son
Fin
ance
Syst
em
3Create/Modify
Documents
4Approved?
5Reject – Workflow End
Reject due to credit
Approved
1Identify New
Customer Master Need
2Start Customer
Master Creation
Need additional Info
6Setup Customer
Master
7Success – Workflow
End
Customize The Leave Request Form
• Overview of Nintex Forms Designer
• Controls
• Add ‘Leave Requests’ label
• Adjust column label colors
• Rules
• Layouts
Create The Leave Request Workflow
• Overview of Nintex Workflow Designer
• Initial setup
• Build the structure
• Testing
https://help.nintex.com/helpportal.htm
https://community.Nintex.com
https://learning.Nintex.com