Nintex offers a platform that helps companies discover, automate, and optimize business processes.
$480
Minimum 1,000 users per user
Templafy
Score 9.0 out of 10
N/A
Templafy is a document management solution from the company of the same name in Copenhagen, featuring templates with dynamic personalization, automated population of templates with brand content, email signature management, document assembly workflow, and other features.
We went went templafy for the ease of set up, still in our first year but looking to see how it stacks up once we want to integrate with Salesforce. We wanted the ability to customize and templafy offered more options than others.
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.
Great use case for TEmplafy is when you have a lot of assets in a system, that you want to be able to slice and dice and export a custom report of what is meaningful to you. They are set up so you can make selections to only surface what you need and feel very well served. It is not ideal, at this time, if you want to look at many separate systems and merge them all. It requires a lot of work to customize and tailor to fit this more curated need
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.
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.
We went went templafy for the ease of set up, still in our first year but looking to see how it stacks up once we want to integrate with Salesforce. We wanted the ability to customize and templafy offered more options than others
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.
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.
