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Workflow Automation with NintexWelcome Everyone!Thank you for joining us as we exploreHow to Develop Powerful and Quick WorkflowAutomation Solutions with NintexNetwoven Confidential & Proprietary Information
Maximizing Your Office 365 Investments With OneDriveHow to Ask QuestionsWalt DePetrisCOONetwoven Webinar content will last for 50 minutes followed byQ&A session which we will try to address key questionsor we will follow up after the webinar. If you have a question or an issue:o Type your question in the question window of theGoToWebinar control panel on the rightside of your desktopo We will sort through the questions real timeand present those most frequently askedto our panel at the end of the presentationo If you have any issue, click on the hand If you have a question that does not getaddressed, we will post answers in ourNetwoven blog or contact us via email .
Who is NetwovenNetwoven is a solution consulting firm serving large & mid-size enterprisesWe were founded in 2001 by former Microsoft executivesTop domain experts from multiple industriesand technology firms like Microsoft, Accenture, Oracle & IntelU.S. headquartered company with global development centerSave the Children
Netwoven Services Office365 & SharePoint Architecture,Planning & Implementation Business Process Management (Nintex) Migration Services from earlier versionsSharePoint or similar systems Social and Search based solutions Enterprise Content Management Web, Intranet & Collaboration Sites Big Data Management& Visualization Integrated Digital Marketing Platform Managed ServicesCustomersTECHNOLOGYSOLUTIONCONSULTING
Rajesh Agadi Engagement Director at NetwovenECM Practice LeadMCSD,MCTS,MS-VTSPWorked for clients like Federal Reserve Bank,Chevron, Charles Schwab, Bank Of AmericaServed both Fortune 500 & mid market clientsas an ECM strategistHas worked with SharePoint and O365 since its inceptionExtensive Experience with third-party tools Nintex/K2/Metalogix/MetaVis .Extensive knowledge in Infrastructure to Information Architecture, Enterprise Architecture,Portals, Workflows, ECM/WCM, Branding, Custom Solutions, Migrations.
Today’s Agenda How are people moving to the Nintex?– Market Trends Overview of Nintex Platform– Your Workflow Platform and Strategy Review of Nintex Platform features– Workflow and Catalog Features– Forms Features– Mobile and Live Demo– SFDC and Nintex Wrap-Up––––RecapCall for actionWinnerExpert Panel Q&A
Nintex-Enterprise Grade Workflow Tool50% of the Fortune 50Nearly 300 of the Fortune 500100s of 1000s workflows per week!Over 130 Services in Nintex CatalogRun workflow for yearsKeep work flowing on any device, anywhereMillion end users!SharePoint NativeMicrosoft Developed very robust and powerful Workflow EngineNintex enables this workflow forEVERYONE!
StrategyYOUR WORKFLOW PLATFORM
Your Workflow Platform StrategyOn-Prem and Cloud ready NOWIntegrationAny DeviceAny WhereLightweightNo additional ServersSimplistic Designer ToolConnectedSimplified LicensingRich Rules and ExpressionsApps and Store modelEasily PortableConfiguration basedNo-Code
PRODUCT FRAMEWORK
NintexOn PremO365Nintex WorkflowsNintex FormsCloudRemoteNintexCatalogNintexMobileNintex Live
Nintex Workflow owSharePointCRUDString NumberADConditionalDatabaseCCCCCDate Day TimeSharePointLoopWeb ServicesData TypeRegular ExExchangeGroupLOB CloudConstantsVariablesStateOCSMix-n-MatchInteract UserPermissionsWait for Lync
Unified Designer ExperienceWorkflowsOn-Prem/O365FormsRibbon BarRibbon BarAction PaneControl PaneDesign CanvasDesign CanvasConfiguration/Expression Dialog BoxProperties/Rules port
Workflow veralApproversSeveralApproversOne or moreApproversAll ApprovesConditionalApproversApprove UntilAll ApprovesAll at OnceOne By OneEach ApproveOnceApprove tyMixedAuthorityLong Running
Serial ApprovalsStartSerialOriginator SubmittsSeveralApproversReviseApprover 1RejectApproveAll ApprovesReviseApprover 2RejectApproveOne By OneReviseApprover d
Serial Approval-Explained
Parallel Approval/TasksStartParallelOriginator SubmittsSeveralApproversAll ApprovesReviseApprover 1RejectNotifyOriginatorApproveReviseApprover 2RejectAll at OnceApproveEach ApproveOnceReviseApprover 3ApproveEqualAuthorityEndReject
ParallelSerialParallel
SwitchStartSwitchOriginator SubmittsSeveralApproversChooseApproverApprover 1ConditionalApproversReviseApprover 1Approver 3Approver 2RejectNotifyOriginatorApproveReviseApprove OnceApprover 2RejectApproveReviseMixedAuthorityApprover 3ApproveEndReject
LoopLoopOne or moreApproversProcess ManyItemsMultipleApprovesApprove UntilLong Running
For Each Loop
Pause
Flexi Task-Behavior
Flexi Task-Delegation
Flexi Task-Lazy Approval
Assignments, Descriptions, Notifications, Strings
Insert References-Expressions Builder
Exception Management
FORMS FEATURES
Generic Forms PatternsForm d FeaturesApproverTask ResponseDelegateTemplatizeControlsData ntDesktopTabletPhoneConfiguration
Nintex Form nableItemString NumberList/LibLayoutsCSSDate Day TimeHideVariablesExternal DataMobile AppRegular ExJavaScriptFormatLiveRulesData TypeFormulaVersions
OOTB Device Layouts
Layouts
Layouts
Publish Form to Nintex LiveInvite External UsersNo LicenseNintex Mobile Apps
Nintex Mobile AppLoginLandingSubmitOffline
Integration of SFDC with Nintex and O365DEMO
Demo Workflow Use Case-Cloud IntegrationStartSFDCLead isconverted toOpportunitySFDCAdd list item toSharePointNintex Workflow tocreate Site forOpportunityNintex Workflow toUpdate Site Link toSFDC OpportunityEnd
Nintex SFDC Action PackFree
Workflow Without Boundaries130 Actions from Nintex Catalog
Best Practices for Requirements, Design, Implementation and Project ManagementWORKFLOW CHALLENGES
Challenges Requirement Alignment with Stake holdersFrameworkAdaptionGovernanceTrainingEconomy of scale
Requirements Best Practices Use Case DetailsFlow ChartProcess FlowWireframesNotificationsSecurity .
Extensive Experience High Level ArchitectureTechnical Constrains and OptionsSharePoint Content HierarchyLists and Library SettingsContent Types and Site ColumnsWorkflowsSecurityProcess Flow DiagramsData Lifecycle and Capacity PlanAudit and Reports
Call for Action: 1-3-10Jump start your workflow strategy with our expert advice.What is 1-3-10?Netwoven’s unique approach to get customers to derive rapidreturn on their technology investments.ReviewStrategyNintexExpert AdviceAvailable at a discount for attendees of this webinar for a limited time!45
Call for Action: 1-3-10Packages1 Day Package3 Day Package10 DayPackageReach out to us at info@netwoven.comActionDescriptionRetail ( )SessionAttendees ( )WorkflowAssessmentHigh levelassessment of yourenvironment todetermine yourworkflow needs for apotential Nintex fit 2,500 995WorkflowRoadmapA high levelassessment followedby a roadmapdefinition for yourworkflow strategy 7,500 4,995POCEverything included inthe 3 day packageand a POC / Pilot forone of your businessprocesses 20,000 14,995
Recap Today’s Agenda How are people moving to the Nintex?– Market Trends Overview of Nintex Platform– Your Workflow Platform and Strategy Review of Nintex Platform features– Workflow and Catalog Features– Forms Features– Mobile and Live Demo– SFDC and Nintex Wrap-Up––––RecapCall for actionWinnerExpert Panel Q&A
Webinar Prize Winner!!Amazon Gift Card of RetailValue 75!All attendees who registered andare attending the webinartoday!And the Winner is .
Expert dent &CEOVirajBaisCTO ovenNetwovenNetwoven
Thank you for participating!Connect with us!Visit us www.netwoven.com www.netwovenblogs.com
Nintex-Enterprise Grade Workflow Tool 50% of the Fortune 50 Over 130 Services in Nintex Catalog 100s of 1000s workflows per week! Microsoft Developed very robust and powerful Workflow Engine Nintex enables this workflow for EVERYONE! Run workflow for years SharePoint Native Keep work flowing on any device, anywhere Nearly 300 of the Fortune 500
