Intapp Intake is a client onboarding software solution designed to take on new business while managing regulatory, financial, and reputational risks. The vendor states users will streamline management of the entire business-acceptance lifecycle with a configurable interface that automates manual intake processes and lets users leverage natively embedded content within the software.
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Nintex
Score 8.0 out of 10
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Nintex offers a platform that helps companies discover, automate, and optimize business processes.
Intapp is very useful when analyzing a database of information. Intapp is coded in a way that it performs special functions to find specific results that may be relevant for your search. The functions are easy to use and very helpful in conducting analysis. Because of these functions, Intapp does a lot of the hard work for you.
The Nintex K2 platform is not only efficient and developer-friendly, but the support provided by the vendor is also highly commendable. The platform's ease of use and robust functionality make it a preferred choice for developers, while the vendor's exceptional support ensures smooth implementation and ongoing assistance, enhancing overall user satisfaction.
Adding Machine learning features like the "Image and Text Automation" component, which allows bots to extract data from unstructured sources like scanned documents or PDFs.
Natural language processing (NLP) features to understand and interpret human language, which can be useful for tasks like customer service or data entry. mostly for middle east countries where Arabic language is used.
Integration with external systems where many industries uses their own legacy systems and they need RPA bot to interact with their systems as well.
Adding More OCR tools for Document data extraction and dynamic content.
We are currently investigating which collaboration platform best suits our needs. Chances are that we move to SharePoint Online and then we're going to also consider the microsoft power platform (power automate and power apps) to develop forms and workflows. Aspecially the pricing model for the cloud is currently a blocking factor to go for the Nintex solution in the Cloud.
Based on the on-prem experience with this tool, I believe that they have a lot of potential to help the online version catch up to where the on-prem left off. Nintex developed their online version and it is not as fully formed or capable compared to the on-prem version, and the licensing model scales back what we would have liked to be an expansion or at least continuous improvement of existing flows. It is also not near as user friendly specifically to non-developers and has an uncanny similarity to Microsoft Flow in the online instance. Consistent with my reviews of the tool - I believe they have some good approaches to design thinking that, if translated well from on-prem to online, could make this a clear winner again.
The Nintex Process Platform has never crashed or had any availability issues during my usage. However there was an issue that was of my own making that caused a slowdown of the system. I had set up a process to run once a day and check for employees on a list that had certain parameters selected, and for some reason that I had to troubleshoot, the process instead ran constantly, which filled the cache quickly. I ended up having to dismantle that process so the system didn't crash.
Unlike any other process automation product out there. Not only is it a low-code, easy to use tool for building processes in environments like SharePoint or Salesforce, they have really started to expand their tool-set by offering tools to manage other things like process mapping, RPA, mobile,etc.
The support team works as fast as they can and they are usually fast to solver the issues. Sometimes they need more time to solve one of them because our workflows and so on are more complex than usual clients.
I used the Nintex training software, it was easy to watch and follow along. It didn't go too fast and was descriptive enough to understand what the steps needed were in order to produce efficient workflows and user friendly forms.
1.Start with Simple Workflows: Begin with basic workflows to gain user confidence before tackling complex processes. 2.Involve Stakeholders Early: Engage business users and IT early to align workflows with real business needs. 3.Comprehensive Training: Invest in user training to ensure smooth adoption and reduce resistance. 4.Leverage Prebuilt Templates: Use Nintex’s templates to speed up implementation and maintain consistency. 5.Iterate and Optimize: Continuously improve workflows based on user feedback and performance metrics.
Microsoft environment does not have the scalability of Nintex; it is perfect for small and medium-sized companies, especially in environments where Microsoft environment is almost entirely used. Although Microsoft offers options to connect to other applications, its platform lacks the development and robustness that Nintex provides. Nintex not only covers Microsoft environments but also Google and other important platforms.
The scalability is really bottlenecked by the imagination of the user. I was able to make processes for my own personal usage, making my daily tasks easier. I was also able to make processes that affected hundreds of employees, making large standardization and efficiency gains. So either way, the system is used the same way, and I was the limiting factor.
People have woken up to the amount of overlap after mapping their processes.
People can be resistant to process changes. You need to have the support from above or support from the 'business' that you are process changing to be able to see the positive impacts.
Numbers talk. if you can get a general salary figure from your HR dept to show savings for 'employee bands', then when you present reports, they will be all the richer in data.
