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Workflow & forms. Numerous administrative procedures which used to be manual/email/excel/impossible to track, now formalized/defined, streamlined, substantially automated, measurable, traceable, easy for people to understand and undertake, accurate data collection at the outset, signoffs if required, document generation directly [from] the captured data in some cases. Created by ICT dept and also extensively used by one business department.
- Highly configurable/[customizable]
- Extensive workflow capability
- Easy to use - most concepts presented in non-technical terms
- Perfect for a BA to use for data definition/collection/analysis/workflow
- Hide/display rules on forms rather cumbersome
- Need to be able to add comments to workflows
- Printing of workflows: the resulting format is not usable at all
- Responsive forms - not sufficient density - too much white space
- Need ON DELETE trigger!
- Need a better way of implementing smarts within the form (e.g. update fields if a particular value is chosen in another field) than javascript and the JS editing/debugging process is horrible
SharePoint 2013. Not sure if the organization is going to invest in Nintex solutions for the 365 environment - might be expecting us to use PowerApps only. If by "deployment flexibility" we mean the use cases, then there is 100% flexibility and that is the reason we like the product set.
- no training
March 02, 2021
We use [Nintex Process Platform] to automate many day to day tasks that were used to be made manually like document review, receive payment orders, [remind] our clients to renew their contracts, integrate our CRM with sharepoint documents, etc. It allowed power users to automate their own processes without any coding. Very useful and easy to use.
- Extend sharepoint capabilites
- Integrate with other services
- Aproval process
- Error log
- Resuming error process
Sharepoint environment, development and production sites. It´s easy to deploy a workflow from other environments. The sharepoint upgrades that we went through were easily supported from Nintex [Process Platform] newer versions.
February 19, 2021
We use Nintex [Process Platform] for auto generation of Proposal and Study KickOff Materials and Automated Email Templates. This assists and saves our user effort to setup SOA, Proposal, Kick Off documentation and also for Approval Notifications Email templates and also helps pull information specific to the project and insert in the document. Its UI and setting up on salesforce is quite a breeze and allows lot of different options for output of document generation as well as logic to provide template based on product being sold by which region etc.
- Generate PDF,PPTX,XLS,WORD DOC,EMAIL automation
- Easy to setup and manage the Templates
- User permissions logic which allows us to place approval process
- Can make UI and Templates more Admin Friendly
- Can allow multiple output options PDF,WORD,PPTX
- Allow more collaboration and testing for templates.
Full Sandbox and Production. Its important as we need to constantly update our templates based on marketing and sales strategy. Thus constant testing for QA before deployment is necessary as all the documents are client facing. Deployment process can be made easier i think if there is a better UI to do so.
Today we use the tool as a workflow solution for payment flow to external customers. The tool is used by all companies in the Brazilian division.
In the past we sent a document by mail to the client, the client signed and stamped the document and returned via mail to the company, today it follows the entire approval flow, both from the client and the manager via workflow at Nintex. In the old process it took us 45 days to pay our customers, today it takes us around 5 days. It was also a complicated process, because with the size of Brazil, the document was lost in the mail, so we had to issue a new document to get all due approvals again.
Today the Manager receives a link from the workflow to approve, he approves, the client receives the document to approve, and is sent to the accounts payable department.
In the past we sent a document by mail to the client, the client signed and stamped the document and returned via mail to the company, today it follows the entire approval flow, both from the client and the manager via workflow at Nintex. In the old process it took us 45 days to pay our customers, today it takes us around 5 days. It was also a complicated process, because with the size of Brazil, the document was lost in the mail, so we had to issue a new document to get all due approvals again.
Today the Manager receives a link from the workflow to approve, he approves, the client receives the document to approve, and is sent to the accounts payable department.
- Friendly.
- Easy.
- Complete.
- Workflow error - it is bad!
- Little content on the internet.
- Many versions.
Today I use it in the payment environment, flow of payment approvals from external customers.
We have a project to start all our customer and product masterdata within the tool, making since the registration request, following the registration approvals and uploading the information collected in our systems.
Also for employee reimbursement requests that Microsoft forms are used today.
We have a project to start all our customer and product masterdata within the tool, making since the registration request, following the registration approvals and uploading the information collected in our systems.
Also for employee reimbursement requests that Microsoft forms are used today.
March 13, 2021
We are working on automating multiple manual paper-based processes and forms by taking them on SharePoint Online and using Nintex responsive forms and workflows. It significantly reduces the ongoing costs of manually managing these processes end to end.
- Responsive forms are great. Works for multiple devices from anywhere.
- Creating complex state machine workflows are very easy with Nintex
- Integration with 3rd party apps like DocuSign is very simple and straight forward.
- License cost is sometimes expensive if you need to create multiple workflows and forms.
- Limitation on the number of actions in workflow and size of workflow sometimes poses challenges, as then you need to create multiple instances and use multiple licenses.
We have been using the Nintex platform mostly with SharePoint on-prem & SharePoint Online/Office 365.
Deployment is a very important factor, as we work with multiple customers and propose Nintex based solutions to them. Easy procurement and deployment are equally important as using the product itself.
Deployment is a very important factor, as we work with multiple customers and propose Nintex based solutions to them. Easy procurement and deployment are equally important as using the product itself.
November 13, 2020
We use Nintex Process Platform for a set of workflows across the company. Going from workflows for simple approval to more complex workflows with cascading decisiontrees. The most of these workflows are used by our human resources department. We for instance have Nintex Process Platform combined with a workflow to do the onboarding of new employees. Another workflow is used to order sandwiches.
- Visual programming
- More functionality than the out of the box workflows
- Sharepoint wide workflows and sitebound workflows
- Monitoring running workflows
- Debugging
- More assistance when using REST-API's
We use Nintex Process Platform in our on premises Microsoft SharePoint 2013 platform to implement all kinds of workflows. Going from simple approval workflows over complex workflows for onboarding new employees. Or managing the creation of Microsoft SharePoint sites for managing our cross departmental projects.
Thanks to Nintex Process Platform we can develop and roll out implementations for business processes very quickly.
Thanks to Nintex Process Platform we can develop and roll out implementations for business processes very quickly.
February 19, 2021
Nintex is used for business process automation across several business units. It is used within a SharePoint Online context. We are in the process of completing migrating workflows from SP 2010 to SPO. Nintex is being used in cases where an existing process was automated with an older version of Nintex. New needs for process automation are being satisfied using Power Automate when possible. But we feel Nintex is often easier to use.
- Ease of use.
- Breadth of actions\conditions.
- Backed by good support and training.
- Enterprise Pricing - not per user or per process.
- An improved "superior position" story in relation to Power Automate.
- Feature parity to Power Automate—I realize this is overly broad
- An easy, robust method to create custom actions.
We use Nintex within the context of SharePoint Online, and the M365 environment in general.
February 25, 2021
Since Lubrizol is a customer of Microsoft Office 365 products, our current direction is to move as much of our SharePoint solutions (custom/OOB) from on-premises to SharePoint Office 365, and we are already building our new stuff in SharePoint O365. Moving to new technology comes with new challenges around automation like document management, archiving, acknowledgment, etc. Nintex Process Platform fits perfectly here. It allows core developers like me to design and develop workflows and forms very effectively so that these automation solutions can get deployed and used across the organization.
- Highly complex automation logic is easy to develop in Nintex Process Platform workflows
- Nintex Process Platform forms are responsive
- Can handle REST API calls to query external processes
- Recovery of deleted workflows in Office 365 is not there
- It is not hard to use, though documentation is thin
We mainly use Nintex Process Platform in the Microsoft Office 365 environment, and being a developer, deployment of workflow and forms is crucial to us.
October 07, 2020
We struggled with using out-of-the-box new and edit forms in SharePoint Online. Lack of conditional formatting, end user adoption, etc. Implementing Nintex Forms allows us to create a more user-friendly solution with the security trimming and formatting we looked for. Currently we're using Forms firmwide across a variety of solutions: research requests, information gathering, etc.
- Security trimming fields, based on SharePoint user groups.
- Design flexibility.
- Their modern form template doesn't include functionality that older forms offered, like buttons.
- Much of their available training focuses on the older template designer.
- Older template designer is difficult to work in, and end-result "looks" old.
SharePoint Online. Very easy to enable and configure, so I'm not wasting time getting to the designer.
October 06, 2020
We utilise the Nintex Work flow tool to automate the processes within our Case Management Systems on SharePoint. We also use Nintex Forms. Both are used across the organisation.
- What the platform does so well is handling the workflow efficiently and effectively without errors.
- It is very visual, you can view the entire process (as a map).
- An area I'll want to see improvement is the provision of training by Nintex.
- Another area is the engagement with Nintex, we currently have to go through a 3rd party.
- On the product itself, it's ensuring the guides are easy to assimilate e.g. in the rare occasion when a workflow gets stuck.
We use Nintex on our on-premise SharePoint setup. As at 5 years ago when we were in the market for a workflow software with a capability internal and external use (public facing), we reached a conclusion that Nintex Forms and Work Flow tool met all our requirements and actually in some areas it provided additional capabilities that were beneficial that we hadn't thought about.
December 23, 2020
Nintex Workflow for Sharepoint is being used across the whole organization. It is used for building of business processes. For example, approval processes (vacation, purchase, development of new products), documentation, information boards etc. Over time, we are digitizing more and more bureaucratic tasks. We can no longer imagine using Sharepoint without Nintex Workflow.
- It is quite easy to learn.
- It's logical and easy to document.
- It is flexible.
- Starting workflows from a specific location (continuing).
- Debugging.
- Workflow scheduling.
- Integration with Active Directory (Windows Domain).
I'm not sure if I understood the question correctly. We use Nintex Workflow in the environment of Windows and Sharepoint Foundation 2013. We started using it at Sharepoint 2010, about 4 years ago we migrated. Migration was relatively easy because the Nintex Workflow platform is flexible. Just a few minor adjustments were enough - these were also caused by changes in Sharepoint. However, the truth is also that we do not use very specific modifications of Sharepoint, we adhere to a relatively strict standard.
In an organization there will always be change and the need for ensuring regulation, procedures and processes to be updated. This enables the reduction of risks and can facilitate the automation of repetitive tasks. As the platform gains adoption, the usage will increase and become organisation wide.
- Increase productivity by focusing on the successful path.
- Ability to include documents and screenshots for easy understanding.
- Ability to share a read-only version with people who do not have access.
- Consistency of information and transparency of processes organization wide.
- The team is constantly rolling out new improvements. Therefore, nothing specific comes to mind.
Not aware of this as I'm more on the process engineer role.
March 11, 2021
We used Nintex Process Platform as a workflow for our internal contract approval process. We have a fairly simple process but were running into issues with flexibility when we desired to edit the workflow. We had previously been using SharePoint workflow and had a significant problem when it came to being able to report on current and past workflows.
- Ability to report on workflows
- Options in building processes
- Nice UI
- Support was excellent
- Hawkeye was difficult to set up
- Was never able to get over the learning curve to be able to use Nintex Process Platform in other business areas
- Pricing was somewhat confusing
We used Nintex Process Platform connected to SharePoint. We would have loved if Nintex Process Platform had a document repository but it paired with SharePoint almost seamlessly, so those qualms were quickly forgotten. It was almost plug and play and made us feel confident that any changes to our environment could be handled by Nintex.
February 19, 2021
Nintex Process Platform is being implemented for use across our entire North American region. It is much more user-friendly and intuitive than combing through long documents to find the needed information, and helps connect the dots between lengthy processes as they pass from department to department. It also helps reduce duplication of information across departments.
- Displays detailed information in an easy to understand way.
- Connections between processes are easy to follow and visualize.
- Built-in Glossary of terms to be used across all processes.
- Keeps system/product managers in the loop by including them as stakeholders.
- No ranked searches in Glossary.
- Changes only in content in the notes feature can be hard to see if notes are collapsed.
- No ability to add comments when approving processes for publishing.
We use a cloud-based instance for our Region only (another area of the organization have their own instance). We also employ the Single Sign On option. This made it extremely easy to implement within the organization and, being cloud-based, updates are done on a regular on-going basis with little to no disruption to the users.
March 29, 2021
We are using Nintex for our procurement centre across the company.
- Easy to use.
- Clear workflow.
- The purchase order workflow will stop for an unknown reason quite often.
- Can not generate the final PO document sometimes.
Used for the company's purchase order processing.
November 12, 2020
Nintex Process Platform is our primary e-forms and workflow application used across our company. I have implemented over 50 e-forms and workflows across various teams: HR, Finance, Health and Safety etc.
- Easy to create form solutions.
- Drag and drop workflow creation.
- Able to develop form/workflow solutions for our Intranet (SharePoint Online) using Nintex for O365 or standalone cloud-based forms and workflows using Nintex Workflow Cloud.
- Can quickly improve internal processes by rapidly (within days) replacing manual forms processes with automated e-form and workflows.
- Happy with the platform - no issues.
I use Nintex Process Platform in Office 365/SharePoint Online. I have also started using Nintex Workflow Cloud, which is application agnostic.
I manage our company's SharePoint Online Intranet, and have primarily used Nintex Process Platform as it is easy to deploy from SharePoint Lists.
I manage our company's SharePoint Online Intranet, and have primarily used Nintex Process Platform as it is easy to deploy from SharePoint Lists.
October 06, 2020
We use Nintex workflows quite often along with SharePoint services. I feel personally this is helpful to me to built in built process flow within SharePoint sites, libraries and lists.
Majority of the times I used it with InfoPath forms and I see it's more helpful and reliable. I wish to use Nintex forms to replace InfoPath forms, and I see it's more compatible and user friendly using along with Nintex workflows on SharePoint platform.
Majority of the times I used it with InfoPath forms and I see it's more helpful and reliable. I wish to use Nintex forms to replace InfoPath forms, and I see it's more compatible and user friendly using along with Nintex workflows on SharePoint platform.
- User friendly and easy to understand.
- More reliable and compatible with SharePoint services.
- Don't really need prior experience to start with.
- I personally believe more automated actions would help.
- Compatibility with automate triggering workflow would help.
Both DEV and Live on SharePoint servers we use on a regular basis. It's more important for our teams to communicate on a daily basis and store files on SharePoint. Nintex plays a vital role in submitting forms and sign-off.
October 06, 2020
Nintex is used within our company to create a series of workflow approvals for different processes that were previously done on paper.
- Workflow automation.
- Visual overview of workflow process.
- Ability to handle multiple workflows.
- CSS customization could be better.
- Could be easier to test an edit of existing workflow.
We use Nintex within the SharePoint environment. This was the easiest and most convenient environment for us to implement into. This was due to the fact the environment was already configured for all of our users.
October 23, 2020
My organization was able to use Nintex workflows to compress processes that previously took multiple steps (with multiple points of opportunity for human and technical errors) into a single step from a user point of view. Being able to eliminate the possibility of any one step being forgotten or bottlenecked was great. Additionally, the automation allows for the system to function independent of any one employee being at work, eliminating the fear of the "person who knows how it works" to leave and take the functionality with them.
- Easy to pick up, very intuitive
- Scalable for small tasks or large
- Transparent operation if troubleshooting is needed
- If a workflow doesn't work, maybe a button to send the entire workflow to customer service of some sort to debug
- More gui to enhance the drag and drop functionality
- Options to automate purging history of workflows
My current usage of the Nintex Process Platform is integrated into a Sharepoint system that my company uses to build team resources and homepage. In a call-center environment, we often have lists of questions to ask in a diverging branch design, where the answer to the previous question dictates which question to ask next. Nintex allow me to create forms that alter their questions in real time, shifting the questions yet to fill out based on the answers to answers already submitted. This real time flexibility allows for more targeted responses without bombarding people with white noise of questions that are not relevant to their individual inquiries and needs.
Another situation the Nintex Process Platform is used is in employee training tracking. We have a list of all our employees, and due to staggered hiring dates, often they are at different stages of training. Nintex allows us to build processes to track their progress and alert us of upcoming milestones, so that we can update their system access accordingly.
- no training
August 03, 2020
This is used by our digital transformation team, which is responsible for reducing costs and improving efficiencies through the use of Nintex forms and workflows. Our use case includes inspection forms for maintenance departments, lab workflow, and form engine to support testing, employee gift cards, employee vacation requests, global approval forms, and host of solutions for specific business areas.
- Approvals
- Forms
- Automations
- The ability to pass variables through other workflows such as local vs. site workflows
- The forms should have the ability to display parent and child records such as a relational database.
- Ability to extract information from standard formatted emails
I use it in Office 365 and on-premise deployments. It truly depends on the client's deployment infrastructure. Having it available for several SharePoint versions makes it convenient to implement and port over solutions especially during upgrades. There are a few features that are more readily available on the cloud however which is an advantage over on-premise installations.
July 31, 2020
We are using Nintex Workflows (and Forms) in all our internal and external processes: from HR for the annual employee interview, to purchase order but without forgetting sales order approval processes or expert time booking tool.
Based on our Intranet (and Extranet) platform, all users have restricted access to some or all of our applications. We have at least 100 workflows On-Prem, that help users in their daily tasks.
Nintex Workflow has reduced the turnaround time of the purchase order process, with the very appreciated feature "lazy approval."
Our productivity and responsiveness have been improved, and all users are now fully familiar with the Nintex Process Platform.
Based on our Intranet (and Extranet) platform, all users have restricted access to some or all of our applications. We have at least 100 workflows On-Prem, that help users in their daily tasks.
Nintex Workflow has reduced the turnaround time of the purchase order process, with the very appreciated feature "lazy approval."
Our productivity and responsiveness have been improved, and all users are now fully familiar with the Nintex Process Platform.
- Approval workflow.
- Lazy approval.
- SQL queries to external database.
- Webservices call.
- Active Directory queries.
- Nintex Forms simplicity.
- More integration with External Content Type field.
- API for custom workflow block.
- More specific error log.
We are using Nintex Process Platform for our Intranet and Extranet platforms. And we have for each platform, 3 environments (dev, quality and production).
Nintex Process Platform's deployment are useful in order to be fully integrated with our system. We have a specific testing process that need to be followed, so deployment between env/platform has to be working fine.
For doing such deployment, we also use an external tool that is fully compatible with Nintex.
Nintex Process Platform's deployment are useful in order to be fully integrated with our system. We have a specific testing process that need to be followed, so deployment between env/platform has to be working fine.
For doing such deployment, we also use an external tool that is fully compatible with Nintex.
We intended Nintex to address problems across the board, however, Sharepoint On-Premise product has been neglected since Nintex was acquired and began getting into other products such as 365 and RPA, as well as there’s much more [customization] necessary than advertised. I would not recommend the product if asked.
- I honestly cannot think of three things it does well without custom code.
- Forms need to be more intuitive, too much JavaScript is necessary.
- Still cannot use SQL and web service calls in the mobile app.
- Document generation should be free. Not much value when everything is nickel and dimed.
I’ve had a simple issue that’s had a ticket open since April preventing me from moving forward with any upgrades. I just want basic consistency with the quality of the product and I’ve yet to experience this as a customer for 4 years.
July 19, 2020
It is used across the whole organization. It simplifies converting the typical paper-based forms to digital forms easily and route it for different roles involved in the process. Power users are empowered to automate their needs without looking out for some specialists to implement the form or workflow for them.
- Browser based WYSIWYG form designer.
- Lot of actions to suit all needs requirement to model any process.
- Ability to design a complex step as a user-defined action so that it can be used by normal users across the organization.
- Seamless workflow/form design and publish experience.
- For complex form designs, using custom javascript or CSS is not so straight forward. The advanced responsive form is not so flexible for complex requirement needs.
- Large workflows are not so stable and have performance impact. To get around this, rather than one big workflow, multiple smaller workflows to be created which is not so user friendly while looking at the workflow history.
- Lack of support to implement multilingual forms in SharePoint platform.
We use the Nintex platform for forms and workflows in SharePoint 2013 and 2019 on-premise environment. The flexibility of deploying the Nintex platform over the SharePoint farm is very good and straightforward. It is very important for us that our SharePoint farm administrator can also easily take care of Nintex platform deployment, configuration, and maintenance activities.
It is used to develop in-house forms and workflows through Office 365 with SharePoint. It is used across the org and it helps digitize our intake and workflows. We use it for our project management intake process, to take in new initiatives. Having the customization to add and remove fields, and the ability to set controls to collect them has significantly helped our planning and prioritization process.
- Ease of use
- Pricing
- Ease of maintenance
- Limitations in integration with Microsoft tools.
- Limitations in the new responsive forms.
- Defects introduced in the responsive forms.
- Nintex for Office 365
- Nintex Forms
- Nintex Workflow
It is important for us to be able to deploy and publish quickly to handle rapid changes. We love the ability to manage the deployment end to end, without any external vendor for us to publish. Doing so allowed us to create a POC much quicker and without the need for other technical resources.
We are using Nintex for all departments as part of our digital transformation. In particular, any processes that are still on paper, which in government is a lot. Working from home since the pandemic began has made this a lot more urgent, and Nintex has been a huge help.
- Forms are really easy to create with the responsive designer.
- Simple workflows can be created in minutes and save hours of work.
- Training materials and classes are amazing.
- We are still unable to get document generation working. It is most likely our configuration, but we can't figure out what specifically to fix.
- The new Responsive Designer is still missing a lot that's included in the Responsive Designer.
- I wish there was versioning on workflows.
- I'd LOVE to be able to test a workflow or section of it without publishing it yet.
Nintex Process Platform Scorecard Summary
Feature Scorecard Summary
What is Nintex Process Platform?
Public and private sector organizations leverage the Nintex Process Platform to manage, automate, and optimize their business processes. The Nintex Process Platform includes capabilities for process mapping, workflow automation, robotic process automation, document generation, forms, mobile apps, process analytics and more, all with a drag and drop designer. Nintex is designed to make it faster for organizations across every industry to manage, automate, and optimize business processes.
Nintex Process Platform Competitors
Nintex Process Platform Pricing
Starting Price: $875
- Has featureFree Trial Available?Yes
- Does not have featureFree or Freemium Version Available?No
- Does not have featurePremium Consulting/Integration Services Available?No
- Entry-level set up fee?No
| Edition | Pricing Details | Terms |
|---|---|---|
| Nintex Workflow Standard | $875.00 | per month |
| Nintex Workflow Enterprise (includes RPA) | $1,375.00 | per month |
Nintex Process Platform Customer Size Distribution
| Consumers | 0% | |
| Small Businesses (1-50 employees) | 16% | |
| Mid-Size Companies (51-500 employees) | 42% | |
| Enterprises (> 500 employees) | 42% |
Nintex Process Platform Support Options
| Free Version | Paid Version | |
|---|---|---|
| Forum/Community | ||
| FAQ/Knowledgebase | ||
| Video Tutorials / Webinar | ||
| Phone | ||
| Live Chat |
Nintex Process Platform Technical Details
| Deployment Types: | On-premise, SaaS |
|---|---|
| Operating Systems: | Windows |
| Mobile Application: | Apple iOS, Android, Mobile Web |