Welcome [3r0eov1j2vmb3ino8b1g5v28-wpengine.netdna-ssl.com] · Forms & Mobile Apps Document...

46

Transcript of Welcome [3r0eov1j2vmb3ino8b1g5v28-wpengine.netdna-ssl.com] · Forms & Mobile Apps Document...

Page 1: Welcome [3r0eov1j2vmb3ino8b1g5v28-wpengine.netdna-ssl.com] · Forms & Mobile Apps Document Generation APIs & Integrations 1. Request Inputs & Capture Needed Data 2. Execute Process
Page 2: Welcome [3r0eov1j2vmb3ino8b1g5v28-wpengine.netdna-ssl.com] · Forms & Mobile Apps Document Generation APIs & Integrations 1. Request Inputs & Capture Needed Data 2. Execute Process

Welcome

Page 3: Welcome [3r0eov1j2vmb3ino8b1g5v28-wpengine.netdna-ssl.com] · Forms & Mobile Apps Document Generation APIs & Integrations 1. Request Inputs & Capture Needed Data 2. Execute Process

Nintex Update

Eric Johnson

CEO, Nintex

Page 4: Welcome [3r0eov1j2vmb3ino8b1g5v28-wpengine.netdna-ssl.com] · Forms & Mobile Apps Document Generation APIs & Integrations 1. Request Inputs & Capture Needed Data 2. Execute Process

Our Nintex Community Mission

Improve the Way People Work Through

Process Management & Automation

Page 5: Welcome [3r0eov1j2vmb3ino8b1g5v28-wpengine.netdna-ssl.com] · Forms & Mobile Apps Document Generation APIs & Integrations 1. Request Inputs & Capture Needed Data 2. Execute Process

COMPLEX SIMPLESOPHISTICATED

LO

WH

IGH

Lack Visibility into the Breadth of Operating Processes

Too Hard to Implement -Heavy Coding Required

Lack Power -Only for Simple Processes

Orgs Operate with Inefficient Processes Because:

Complexity of Business Processes

Au

tom

ati

on

Im

pact

3

2 of all enterprise processes remain highly manual

1

68%

Despite Efforts to Digitally Transform Business Operations…

Page 6: Welcome [3r0eov1j2vmb3ino8b1g5v28-wpengine.netdna-ssl.com] · Forms & Mobile Apps Document Generation APIs & Integrations 1. Request Inputs & Capture Needed Data 2. Execute Process

The Nintex Process Advantage Best Power & Ease of Use

Process Management

Map and maintain 100s/1000s of business processes, drive accountability and process improvement through Nintex Promapp™.

Process Automation

Utilise digital forms, mobile apps, workflows, RPA, DocGen®, e-signatures and connectors to quickly automate processes across teams and systems of record.

Process Optimization

Leverage Nintex Hawkeye process intelligence and 3rd party AI services to monitor, analyse and enhance business processes.

Page 7: Welcome [3r0eov1j2vmb3ino8b1g5v28-wpengine.netdna-ssl.com] · Forms & Mobile Apps Document Generation APIs & Integrations 1. Request Inputs & Capture Needed Data 2. Execute Process

Nintex Makes it Easy to Manage, Automate & OptimiseProcesses Across Departments and Business Systems

Simple to Sophisticated Processes

Page 8: Welcome [3r0eov1j2vmb3ino8b1g5v28-wpengine.netdna-ssl.com] · Forms & Mobile Apps Document Generation APIs & Integrations 1. Request Inputs & Capture Needed Data 2. Execute Process

Serve More Than 8,000 Customers30% of the Fortune 500 have standardised on Nintex with 100s/1000s of process apps per company

Technology Manufacturing Government

Financial Services Retail & CPG Services

Healthcare Energy Entertainment & Media

Page 9: Welcome [3r0eov1j2vmb3ino8b1g5v28-wpengine.netdna-ssl.com] · Forms & Mobile Apps Document Generation APIs & Integrations 1. Request Inputs & Capture Needed Data 2. Execute Process

Manage & Automate - Industry Specific ProcessesSophisticated to Complex Processes

Insurance

Providers

Banking

S&Ls,CUs

Wealth Mgmt Healthcare

Providers

Pharma

Companies

Medical

Devices

Industrial

Manufacture

Public

Sector

Policy

Underwriting

Claims

Processing

Payment

Delinquency

Customer

Service

Client

Onboarding

Loan

Origination

KYC

Compliance

Account

Closure

Annual

Reviews

Referral Management

Pitch Deck

Creation

Estate

Planning

Physician

Contracting

Patient

Onboarding

Medical Asset

Service

Patient Sat

Surveys

CRO Site

Selection

Clinical Trial

Recruitment

Investigator

Forms

Adverse Event

Reporting

GxP

Protocols

Clinician

Onboarding

Site Inspection

Reports

CRO

Contracting

Regulatory

Approvals

Product

Quality

Equipment

Service

Supplier

Onboarding

Public Records

Management

License

Applications

Proposal

Management

Incident

Management

Page 10: Welcome [3r0eov1j2vmb3ino8b1g5v28-wpengine.netdna-ssl.com] · Forms & Mobile Apps Document Generation APIs & Integrations 1. Request Inputs & Capture Needed Data 2. Execute Process

Global Standard for Process

Management & Automation.

Helping shape the future of the

Intelligent Process Automation

market with our partners.

Leading PioneerWorkflow & Content AutomationAragon Tech Spectrum, 2018 2018

Leader QuadrantDigital Business Platform Aragon Globe, 2018

Digital Transaction ManagementAragon Globe, 2019

#1 in Strategy Digital Process Automation Forrester Research Wave, 2017

Company Overview

• Founded in Australia in 2006

• HQ in Seattle (Bellevue) since 2013

• 500 employees worldwide, with offices in Auckland, Bellevue, Dubai, Hong Kong, Irvine, Kuala Lumpur, London, Melbourne, San Francisco, Singapore and Sydney

Market Scale & Leadership

• 3M+ workflow applications in production

• Billions of process executions annually

• More than 8,000 customers worldwide

• Clients in more than 90 countries

• Profitable for more than a decade

• High rated NPS of 70%+

Industry Partners

• Hundreds of partners

• Diverse Industry partners

Nintex: The Trusted Global Standard

Platform Capabilities

• Nintex Promapp™ Process Mapping & Mgmt

• Forms & Mobile Apps

• Advanced Workflow

• DocGen® & Automation

• Nintex Sign™ powered by Adobe Sign

• Process Intelligence

• Xtensions™ Framework

• RPA Interconnection

Page 11: Welcome [3r0eov1j2vmb3ino8b1g5v28-wpengine.netdna-ssl.com] · Forms & Mobile Apps Document Generation APIs & Integrations 1. Request Inputs & Capture Needed Data 2. Execute Process

Fastest Way to Build Process Apps

• Visual process mapping & management

• Flexible Drag and Drop App Designer

• Easy Workflow, Forms, State Machines

Lowest Total Cost of Ownership

• Modern Usage Based Pricing

• Enterprise Wide Plans Available

• Change Ready at Lower Cost

Highest Overall Satisfaction

• Industry Leading 70%+ NPS

• Ease & Power for Broad Deployment

• Strong Partner and Connector Ecosystem

Awards From Industry Partners

• Microsoft Office, SharePoint, and Box Digital Business

Partner of the Year

• The Leading MSFT Co-Sell Partner for FY19 Wins

• Winner of Office App Awards every year since program

inception in 2014, 2018 1st Place wins:

2018 Nintex Workflow for Office 365 awardBest Overall App

2018 Nintex Forms for Office 365 awardBest Overall Value

Nintex Promise: Accelerate Digital TransformationManage, Automate and Optimise Any Business Process

Page 12: Welcome [3r0eov1j2vmb3ino8b1g5v28-wpengine.netdna-ssl.com] · Forms & Mobile Apps Document Generation APIs & Integrations 1. Request Inputs & Capture Needed Data 2. Execute Process

Demystifying Digital Transformation

Page 13: Welcome [3r0eov1j2vmb3ino8b1g5v28-wpengine.netdna-ssl.com] · Forms & Mobile Apps Document Generation APIs & Integrations 1. Request Inputs & Capture Needed Data 2. Execute Process

Digital Transformation: Business Imperative

9 out of 10 businesses

surveyed in 2018 reported having or preparing to implement a formal digital transformation strategy.

Source: IDG

Page 14: Welcome [3r0eov1j2vmb3ino8b1g5v28-wpengine.netdna-ssl.com] · Forms & Mobile Apps Document Generation APIs & Integrations 1. Request Inputs & Capture Needed Data 2. Execute Process

Typical Digital Transformation Blockers

1. Poor DT understandingand communication

2. Not aligning on process gaps & improvements

3. Not using easy, complete tech to help IT bottleneck

Page 15: Welcome [3r0eov1j2vmb3ino8b1g5v28-wpengine.netdna-ssl.com] · Forms & Mobile Apps Document Generation APIs & Integrations 1. Request Inputs & Capture Needed Data 2. Execute Process

1. Digital Transformation Understanding and Communication Challenges

Page 16: Welcome [3r0eov1j2vmb3ino8b1g5v28-wpengine.netdna-ssl.com] · Forms & Mobile Apps Document Generation APIs & Integrations 1. Request Inputs & Capture Needed Data 2. Execute Process

68%Source: McKinsey&Company

of all enterprise processes remain highly manual

Why Does Digital Transformation Matter?Competitive Survival

Page 17: Welcome [3r0eov1j2vmb3ino8b1g5v28-wpengine.netdna-ssl.com] · Forms & Mobile Apps Document Generation APIs & Integrations 1. Request Inputs & Capture Needed Data 2. Execute Process

Many Digital Transformation Plans Aren’t WorkingLack of clear understanding and communication are barriers

73%of non-managers are completely un-aware of their company’s digital transformation efforts

47%of line of business employees don’t know what digital transformation is

Page 18: Welcome [3r0eov1j2vmb3ino8b1g5v28-wpengine.netdna-ssl.com] · Forms & Mobile Apps Document Generation APIs & Integrations 1. Request Inputs & Capture Needed Data 2. Execute Process

What is Digital Transformation?It is Not a…

Specific technology

One-time project

Destination

Page 19: Welcome [3r0eov1j2vmb3ino8b1g5v28-wpengine.netdna-ssl.com] · Forms & Mobile Apps Document Generation APIs & Integrations 1. Request Inputs & Capture Needed Data 2. Execute Process

Digital Transformation is…

Using digital technologies to remake processes and services to become much more efficient or effective.

It is not replicating existing service in a digital form.

It is using technology to transform existing services and processes into something significantly better.

Page 20: Welcome [3r0eov1j2vmb3ino8b1g5v28-wpengine.netdna-ssl.com] · Forms & Mobile Apps Document Generation APIs & Integrations 1. Request Inputs & Capture Needed Data 2. Execute Process

Eliminate Confusion,Reduce Complexity,Delight Stakeholders.

Page 21: Welcome [3r0eov1j2vmb3ino8b1g5v28-wpengine.netdna-ssl.com] · Forms & Mobile Apps Document Generation APIs & Integrations 1. Request Inputs & Capture Needed Data 2. Execute Process

2. Digital Transformation Must Focus on Process Improvement Management

Page 22: Welcome [3r0eov1j2vmb3ino8b1g5v28-wpengine.netdna-ssl.com] · Forms & Mobile Apps Document Generation APIs & Integrations 1. Request Inputs & Capture Needed Data 2. Execute Process

“Neither great leadership nor brilliant strategy matters without Operational Excellence.”

Source: Harvard Business Review

Page 23: Welcome [3r0eov1j2vmb3ino8b1g5v28-wpengine.netdna-ssl.com] · Forms & Mobile Apps Document Generation APIs & Integrations 1. Request Inputs & Capture Needed Data 2. Execute Process

Increased Focus on Process Management

2%

33%

65%

0% 10% 20% 30% 40% 50% 60% 70%

It is not critical to our organizational success and we will notbe increasing investment in process over time.

It plays an important tactical role like reducing costs, cycletimes, error rates, etc.

It's a critical part of our business strategy (e.g., it directlysupports initiatives like digital transformation, customer

experience, etc).

“Please describe the role of process improvement in your organization.”

Source: Forrester’s Q1 2018 Digital Process Automation Survey

Page 24: Welcome [3r0eov1j2vmb3ino8b1g5v28-wpengine.netdna-ssl.com] · Forms & Mobile Apps Document Generation APIs & Integrations 1. Request Inputs & Capture Needed Data 2. Execute Process

Source: Forrester’s Q1 2018 Digital Process Automation Survey

Answers to Question:

What’s the primary

focus of process

improvement efforts

for time periods?

Digital Transformation is Primary Focus for

Process Improvement Initiatives

Page 25: Welcome [3r0eov1j2vmb3ino8b1g5v28-wpengine.netdna-ssl.com] · Forms & Mobile Apps Document Generation APIs & Integrations 1. Request Inputs & Capture Needed Data 2. Execute Process

Does Nintex Help with Process Management?

Page 26: Welcome [3r0eov1j2vmb3ino8b1g5v28-wpengine.netdna-ssl.com] · Forms & Mobile Apps Document Generation APIs & Integrations 1. Request Inputs & Capture Needed Data 2. Execute Process

Nintex Acquired Promapp™ to Provide Customers and Partners Collaborative Process Management

• Full featured process capture,

design and visual mapping

• Centralised process management

• Powerful team engagement

• Easy process automation tagging

• Increasing integration with all forms

of Nintex automation

Page 27: Welcome [3r0eov1j2vmb3ino8b1g5v28-wpengine.netdna-ssl.com] · Forms & Mobile Apps Document Generation APIs & Integrations 1. Request Inputs & Capture Needed Data 2. Execute Process

Easily Create and Find Processes

Line of business teams don’t

look at complex, outdated

procedure manuals.

Promapp creates up-to-date

and easy to understand

processes with full

procedural information,

captured by the people who

know them best.

Page 28: Welcome [3r0eov1j2vmb3ino8b1g5v28-wpengine.netdna-ssl.com] · Forms & Mobile Apps Document Generation APIs & Integrations 1. Request Inputs & Capture Needed Data 2. Execute Process

Real-Time Feedback & Collaboration

Promapp connects the teams

using the processes and the

people responsible for managing

them with live feedback from

within the process and

personalised change

notifications.

Without the right tools,

improvement ideas get lost and

changes aren’t implemented in

the line of business.

Page 29: Welcome [3r0eov1j2vmb3ino8b1g5v28-wpengine.netdna-ssl.com] · Forms & Mobile Apps Document Generation APIs & Integrations 1. Request Inputs & Capture Needed Data 2. Execute Process

Easily Track Process Excellence

Promapp’s governance

dashboard shows the state of

current processes across teams

and the entire business in one

central location.

Page 30: Welcome [3r0eov1j2vmb3ino8b1g5v28-wpengine.netdna-ssl.com] · Forms & Mobile Apps Document Generation APIs & Integrations 1. Request Inputs & Capture Needed Data 2. Execute Process

3. Configure Digital Transformation with a Complete Process Automation Platform

Page 31: Welcome [3r0eov1j2vmb3ino8b1g5v28-wpengine.netdna-ssl.com] · Forms & Mobile Apps Document Generation APIs & Integrations 1. Request Inputs & Capture Needed Data 2. Execute Process

Process Tasks & Improvement Goals Should DriveProcess Automation Selections, for example...

Advanced Workflow & RPA

Forms & Mobile Apps

Document Generation

APIs & Integrations

1. Request Inputs & Capture Needed Data

2. Execute Process Actions & Trigger Events

3. Generate Process Outputs including Docs

4. Connect with Key Systems & Data Sources

Page 32: Welcome [3r0eov1j2vmb3ino8b1g5v28-wpengine.netdna-ssl.com] · Forms & Mobile Apps Document Generation APIs & Integrations 1. Request Inputs & Capture Needed Data 2. Execute Process

COMPLEX SIMPLESOPHISTICATED

LO

WH

IGH

Easy & Powerful Low Code forBreadth of Operating Processes

Too Hard to Implement -Heavy Coding Required

Lack Power -Only for Simple Processes

Configure (Don’t Code) a Full Range of Easy & Powerful Automation Faster

Complexity of Business Processes

Au

tom

ati

on

Im

pact

3

2 of all enterprise processes remain highly manual

1

68%

Broad Process Improvements Deliver Enterprise-Wide Value

Page 33: Welcome [3r0eov1j2vmb3ino8b1g5v28-wpengine.netdna-ssl.com] · Forms & Mobile Apps Document Generation APIs & Integrations 1. Request Inputs & Capture Needed Data 2. Execute Process

Forrester Names Nintex a Leader in Digital Process Automation for Wide DeploymentsHighest scoring vendor of all 10 analysed

“Nintex leads the charge to make businesspeople into developers… [and] has customers that have scaled to tens of thousands of applications deployed, the vast majority of which were developed by businesspeople without formal coding skills. Nintex offers particularly deep integration with SharePoint (where it cut its teeth).

In 2015, it acquired Drawloop and added Salesforce support, where it provides excellent document assembly as well as strong embedded custom workflow capabilities. However, Nintex has also effectively re-platformed as a standalone, independent cloud offering. Its recent acquisition of Promappfor process mapping ups its game for addressing complex process re-engineering opportunities.”

Download report:www.nintex.com/resources/forresterwave-dpa-2019/

Page 34: Welcome [3r0eov1j2vmb3ino8b1g5v28-wpengine.netdna-ssl.com] · Forms & Mobile Apps Document Generation APIs & Integrations 1. Request Inputs & Capture Needed Data 2. Execute Process

Easily Manage

Quickly Automate

Dynamically Optimise

Processes Across All Business

Department, Users and Use Cases

Nintex Invests in the Most Complete Platform for

Process Management & Automation

Page 35: Welcome [3r0eov1j2vmb3ino8b1g5v28-wpengine.netdna-ssl.com] · Forms & Mobile Apps Document Generation APIs & Integrations 1. Request Inputs & Capture Needed Data 2. Execute Process

Including Our Recent Launch of eSignature AutomationThrough Strategic Partnership with Adobe...

Page 36: Welcome [3r0eov1j2vmb3ino8b1g5v28-wpengine.netdna-ssl.com] · Forms & Mobile Apps Document Generation APIs & Integrations 1. Request Inputs & Capture Needed Data 2. Execute Process

Microsoft Azure Partnership: Power Platform + Nintex Process CloudAccelerates Digital Transformation Across the Enterprise

Dynamics 365

Office 365

Standalone Apps

Nintex Promapp™

1. Nintex Process Management

Page 37: Welcome [3r0eov1j2vmb3ino8b1g5v28-wpengine.netdna-ssl.com] · Forms & Mobile Apps Document Generation APIs & Integrations 1. Request Inputs & Capture Needed Data 2. Execute Process

Microsoft Azure: Microsoft Power Platform + Nintex Process CloudAccelerates Digital Transformation Across the Enterprise

Dynamics 365

Office 365

Standalone Apps

1. Nintex Process Management

Single Nintex Process SKU (1+2+3)

Page 38: Welcome [3r0eov1j2vmb3ino8b1g5v28-wpengine.netdna-ssl.com] · Forms & Mobile Apps Document Generation APIs & Integrations 1. Request Inputs & Capture Needed Data 2. Execute Process

Microsoft Azure: Microsoft Power Platform + Nintex Process CloudAccelerates Digital Transformation Across the Enterprise

Dynamics 365

Office 365

Standalone Apps

Nintex Promapp™

1. Nintex Process Management

Page 39: Welcome [3r0eov1j2vmb3ino8b1g5v28-wpengine.netdna-ssl.com] · Forms & Mobile Apps Document Generation APIs & Integrations 1. Request Inputs & Capture Needed Data 2. Execute Process
Page 40: Welcome [3r0eov1j2vmb3ino8b1g5v28-wpengine.netdna-ssl.com] · Forms & Mobile Apps Document Generation APIs & Integrations 1. Request Inputs & Capture Needed Data 2. Execute Process

What Acquiring Foxtrot RPA Means for Customers & Partners

• Our Nintex global community can now leverage RPA that is powerful and easy with the fastest time to value, aligning perfectly to everything Nintex offers

• We’re adding over 500 new customers in regulated industries including financial services & healthcare

• We just expanded the industry’s most complete process management & automation platform

Page 41: Welcome [3r0eov1j2vmb3ino8b1g5v28-wpengine.netdna-ssl.com] · Forms & Mobile Apps Document Generation APIs & Integrations 1. Request Inputs & Capture Needed Data 2. Execute Process

Analyst Feedback on our New RPA Capability

“RPA is perfect for breaking down a manual task into automatable steps, and workflow

is great for connecting – or gluing – those steps together, ensuring they are completed

correctly and able to advance to the next step in a larger business process.”

-Maureen Fleming, VP of IDC's Intelligent Process Automation research program

“Nintex is providing enterprises a complete digital business platform that can handle

everything from workflow and content automation to digital transaction management to

the last mile of automation with RPA.” –Aragon Research CEO Jim Lundy

“Next-generation automation environments, like the one offered by Nintex, will

combine business workflow and robotic process automation tools into uniform digital

automation platforms that empower enterprise workforces and rapidly enable digital

business.” –Carl Lehmann, Principal Analyst at 451 Research

Page 42: Welcome [3r0eov1j2vmb3ino8b1g5v28-wpengine.netdna-ssl.com] · Forms & Mobile Apps Document Generation APIs & Integrations 1. Request Inputs & Capture Needed Data 2. Execute Process

Nintex’s Complete Process Capabilities

Nintex Promapp™ Process

Mapping & Management

Advanced Workflow

Forms & Mobile Apps

DocAutomation & DocGen®

Nintex Process Intelligence

Xtensions™ Framework

Nintex Sign™

powered by Adobe Sign

Nintex Foxtrot RPA Bots

Page 43: Welcome [3r0eov1j2vmb3ino8b1g5v28-wpengine.netdna-ssl.com] · Forms & Mobile Apps Document Generation APIs & Integrations 1. Request Inputs & Capture Needed Data 2. Execute Process

The Nintex Digital Transformation AdvantageMost Complete, Powerful & Easy-to-Use Platform to Manage, Automate & Optimise Processes

Page 44: Welcome [3r0eov1j2vmb3ino8b1g5v28-wpengine.netdna-ssl.com] · Forms & Mobile Apps Document Generation APIs & Integrations 1. Request Inputs & Capture Needed Data 2. Execute Process

Digital Transformation Centre of ExcellenceContinuous Improvement Journey

Page 45: Welcome [3r0eov1j2vmb3ino8b1g5v28-wpengine.netdna-ssl.com] · Forms & Mobile Apps Document Generation APIs & Integrations 1. Request Inputs & Capture Needed Data 2. Execute Process

Remove Digital Transformation Blockers

1.Share DT understanding and communication

2.Align around process gaps & improvements

3.Use easy, broad tech to accelerate process wins

Page 46: Welcome [3r0eov1j2vmb3ino8b1g5v28-wpengine.netdna-ssl.com] · Forms & Mobile Apps Document Generation APIs & Integrations 1. Request Inputs & Capture Needed Data 2. Execute Process

Thank You