Nintex Workflow Cloud: Best Practices in Designing Workflow 2018-03-08آ  Analyze, optimize, and...

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Transcript of Nintex Workflow Cloud: Best Practices in Designing Workflow 2018-03-08آ  Analyze, optimize, and...

  • Nintex Workflow Cloud: Best Practices in Designing Workflow

  • Joshua Tan Senior Product Manager NINTEX

  • Over 3000 workflows have been published in Nintex Workflow Cloud since January 2017.

  • Prime the tenant - initial setup

    Invite users and assign

    roles

    Select the Connectors you want to work with

    Set up default file location

    Create connections

    Configure error alert

    notifications

  • Demo: Prime the Tenant

  • Design thinking

    Build as you go Spec-ing it up front

  • Decorate the workflow

    Build the workflow

    Optimize the workflow

  • TRIGGERS EVENTS START WORKFLOW

  • Decorate your workflow • Action sets • Naming your actions

  • Analyze, optimize, and govern your process automation portfolio

    Nintex Hawkeye Process intelligence for the Nintex Workflow platform

  • Demo: Run workflow

  • Reusability

    • Identify reusability • “Componentizing”

    your workflow into reusable components

    • External workflows

  • Governance

    Securing workflows • Understand sharing concepts in

    Nintex Workflow Cloud

    Securing connections (coming soon!)

  • 17

    Workflow “Hacks”!

    • Capturing comments from Express Approval • Using log to instance details • Disable actions—configured and unconfigured • Construct link to instance details page – combination of

    workflow id and instance id

  • Demo: Capturing comments

  • 19

    Product Initiatives

    • Onboarding and first load experience • Designer productivity (time to publish) • Enterprise management, governance, audit • Finish what we’ve started

  • 20

    Thematic Roadmap (3 months)

    Designer Productivity Debugging capabilities directly into the workflow design canvas

    Variable user experience

    Participant Experience Task forms – collect information to influence outcome and progress a workflow

    Scenario Enablement Enhanced SharePoint Connector with support for document libraries and list item attachments

    ServiceNow

    Administrator Governance and Control Authenticate with corporate credentials (Azure AD)

    Secure connections

    Developer Extensibility Embed workflow data into applications (Nintex Platform API)

    Custom triggers

  • Conclusion and questions

  • 22

    Session recommendations

    by Chris Ellis, Nintex

    by Lachlan Ainley & Dan Burke, Nintex

    by Dan Burke, Nintex

  • Get a Nintex Workflow Cloud Trial Tenant

  • Product Roadmap https://roadmap.nintex.com

    UserVoice https://nintex.uservoice.com

    Get in touch!

    https://roadmap.nintex.com/ https://nintex.uservoice.com/

  • From the xchange mobile app, select “Survey” from the sessions that you attend

    Complete the short evaluation

    Click “Submit”

  • Nintex Workflow Cloud: Best Practices in Designing Workflow Joshua Tan Slide Number 3 Prime the tenant - initial setup Demo: Prime the Tenant Design thinking Slide Number 8 TRIGGERS�EVENTS�START WORKFLOW� Decorate your workflow Nintex Hawkeye�Process intelligence for the Nintex Workflow platform Demo:�Run workflow Reusability Governance Workflow “Hacks”! Demo:�Capturing comments Product Initiatives Thematic Roadmap (3 months) Conclusion �and questions Session recommendations Get a Nintex Workflow Cloud Trial Tenant Product Roadmap�https://roadmap.nintex.com��UserVoice�https://nintex.uservoice.com� Helpful?�Please complete a session evaluation Slide Number 26