Lightning Tools Lightning Forms vs. Nintex

Overall, there are many use cases for which Lightning Forms provides a slick, easy to develop and extremely useful solution. Request forms that need to be actioned and inspection forms are the scenarios that we have used them for so far, which have seen a lot of success. We have decided that other scenarios that are perhaps more sensitive, for instance forms that may contain special category data relating to our customers, are less appropriate given the permissions/licensing constraints of both SharePoint and Lightning Forms.

Nintex is constantly releasing new updates to the process platform. We are partially mapping out our current processes and have already seen areas where we can reduce the overlapping work of various staff members. Process mapping and the platform take time, no matter how easy the tool makes it (it's easy). If you don't have the time or resources to commit to process or experience improvement, you may need to look internally to see if your business C-level is ready to 'improve' things. We learned this the hard way until we were able to show results.

Incentivized

• Simple user interface - users of the forms intuitively aware of how/where to input information. This is in part due to being able to show or hide different questions or areas of the form, and making them required or not, based on previous answers.
• Low/simple code - building complex forms with automation and multiple dependencies or lookups is relatively easy once you get started. You have the power of JavaScript to use and do some quite clever things if you can get to grips with it - a lot of solutions are only a Google away.
• As it is based on SharePoint, it integrates perfectly with the rest of the M365 suite. Things like PowerAutomate enhance its functionality even further.

• Easily build approval process using email and assign a task actions in Nintex Workflow
• Easily manage security at item level with O365 permission action in Nintex Workflow
• Easily use Rule in Nintex Form to build the Input Form and manage the events

Incentivized

• The styling of the form can sometimes be slightly awkward to use depending on what you're looking to do. For instance, if I was looking to highlight fields that users have missed (left empty), I would need to set up a validation for that question and then set a style for that particular field for when it is invalid. When you have a large and complex form with lots of dependencies, this is awkward.
• Support for complex and niche issues is slightly lacking in my experience. I submitted a helpdesk ticket for help with a strange issue I couldn't figure out, which took several weeks to get a response to. Because it is niche, it's more difficult to find an answer by searching the internet. Luckily, knowing there is likely to always be a fix if you find the right place/use the right formula, I manage to resolve the issue with some trial and error.
• It is disappointing that Lightning Forms does not integrate with the MS Lists app. Having the ability to access the form through the list app would add in a lot of useful functionality, including a better experience for users when taking photos to add as attachments.

• 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.

Incentivized

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.

Incentivized

It is very user friendly both to me who is building the content (with little background knowledge of coding etc., other than what I have picked up from using products like PowerAutomate, PowerBI, a bit of html etc.) and to end users of varying levels of IT proficiency. This has been extremely important as we have used the forms to make relatively large process changes, and need to have our users on board and seeing that it is actually easier than it was before.

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.

Incentivized

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.

Incentivized

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.

Incentivized

Some support has been okay, but in one instance of a fairly complex problem, the support team were not able to provide me with a fix within a few weeks, before I was able to find a workaround myself.

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.

Incentivized

The trainer addressed the smallest queries in a friendly and timely manner; He walked us through all the necessary products we were using

Incentivized

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.

Incentivized

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.

Incentivized

We were using Microsoft Forms, SharePoint Lists and PowerAutomate to attempt to do much of what we are currently doing. Functionality is very limited in comparison. The ability to make questions required based on previous answers was a massive improvement from normal SharePoint List forms and has greatly improved the quality of data. Also just the very visual display and customisation is much better.

We use OutSystems for other processes in our operation but we see that this platform is not able to indentify processes when drawed. Besides that OutSystems requires some basic development knowledge to use it. This makes it not really useable for business units.

Incentivized

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.

Incentivized

• We changed the process by which site colleagues report repairs on behalf of customers. Instead of emailing them into a shared inbox, they now report them using a lightning form. We have seen a great improvement in the time taken for our team to log the repair issue from the time is arrives with them.
• We anticipate that streamlining our void property reletting process by using a SharePoint kanban board view with lightning forms (providing a single platform for all things void) will reduce avoidable days vacant and therefore reduce our void loss.

• We have saved our company thousands of dollars by creating our own customer support system rather than using a 3rd party tool.
• The ability to generate documents/PDFs in workflows has solved a great number of process issues for us and groups who had previously been using paper documents.
• Automating many permissions updates through workflows has been a huge time saver for repetitive processes.

Incentivized