One day in-house event - no Nintex experience required
Have you got Nintex and are trying to figure out how to make the best use of it?
Are you thinking about better business process interactions for key managers, staff, partners and customers?
Do you wish to extend your SharePoint digital workplaces to the field and mobile devices?
Nintex, focused on the right solutions and implemented well may be the answer for your organisation.
Sure, one of your BAs can rustle up a simple form or workflow. However there is much more involved in shaping effective solutions for the wide range of business problems Nintex is capable of meeting. Come to this unique one day event that blends:
Hands-on use of Nintex from the designer and user perspective
Guided tour of the Nintex product suite
Example solutions so you gain insights on what is possible
Key do's and don'ts for the solutions you choose, expectations you set and how you go about implementing them
Realistically how self sufficient you should aim to be, and what current roles Nintex skills should be integrated into
Ask, answer and ponder on the key elements of a strategy and roadmap to get Nintex implemented right
You will leave with a 60+ page workbook and a much better understanding of Nintex's capabilities and how to position it internally.
1. Intro to Nintex Forms
forms are created and published
how these can be matched to devices and screen sizes
conditional data entry
adding child items to a form
adding barcode, photos and GPS information
the skills required to do good forms
how forms get connected to lists or libraries
using forms on your phone or PC
2. Intro to Nintex Workflow
View more complex ones
Visual representation of a workflow - for building it and using it
Experience a workflow as a user and options you have
Use of email for progressing workflows
Workflow actions and the Flexitasks
State Machine workflow concepts, example and usage
Snippets - reusing pieces of a workflow
3. What Nintex is good at, and not
Making business process much more user friendly for key managers and users (so they adopt and support them)
Pack more info into a screen with a well designed form
Good user experience for different devices and audience - including customers
Leveraging Active Directory
On-boarding staff - automated set up on security and other actions, saves time and increases efficiency
Business processes between systems
Customer application forms, submissions, service requests and feedback
Field operations - Photo; GPS; Bar code; QR
Query and return data in user friendly format
4. Your business priorities & business case
"Ignition" solutions that pay for the Nintex upfront costs - often a barrier to get goind
Determine what they are
How to position them, but manage expectations
Point solutions that between them have a big impact on risk, productivity, service and hassle
For example finding and eliminating paper processes and forms
5. Skills and experience; In-house or out-source?
What type of roles and experience are needed to roll-out and sustain Nintex solutions
Facilitating and doing the "business" design
Facilitating and doing the Nintex configuration
Systems architecture related
SharePoint information architecture related
Integration with other systems and the ICT environment
How to get people competent if you wish to have these in house - the mix of online courses; workshops and mentoring.
Why this isn't so straightforward
Inhouse vs external trade-offs
6. Tactics for Implementing Nintex Right
prioritising solutions and weeding out unsuitable candidates?
how much functionality?
who to involve, when
get the business process right first
change management - energising and working with people
creating and sustaining design rules and patterns
governance roles and processes
integrating into your digital workplace designs
7. Forming your Roadmap with our Decision DNA model
Using our "Decision DNA" model, we will work through key questions about how you implement.
These form the framework for your roadmap and business case:
Co-Founder & Director
B.E (Engineering Science),
Dip. Bus. (Finance)
Grant is the Co-founder and Director of Information Leadership.
View Grant's full profile and contact details.
"Gave me the knowledge and tools to confidently go back"
"It covered the strategic issues we tend to struggle with"
"Useful tools to take back into my own environment"