Nintex Process Platform

It does everything you need it to do but doesn't do it in a user-friendly and quick way, so it's difficult to really recommend, however, based on the options out there it's the most cost-effective platform to offer the number of features it does offer. For example, it doesn't work with the Salesforce Process Builder and uses workflows and alerts to handle automations. But letter generation works, however, this side of things can break if the relationships aren't set up properly, which again, takes someone with a good understanding of the platform, so not user-friendly for the everyday user.

Our use case is creating forms directly from Salesforce. If anyone is looking for an easy way to create Acknowledgement Letters, send them to the appropriate person, and log that the letter was sent I would highly recommend Nintex.

I like what it does, but hate supporting it. It takes so long every time someone asks for updates and I really don't understand how to implement

Nintex process is well suited for complex approval process and forms. Considering scenario, if we have more than 10 to 12 level approvers and each approver takes time to approve the request and the reporting for approvals needs to be generated via approval dashboard, Nintex Forms with Workflow is well suited for that complex scenario. Also, implementation and maintenance are easy compared to OOTB workflows and other tools coming from the Power Platform. The beauty with Nintex is it is tightly coupled to the Office 365 suite and doesn't leave the scope. Even though there is licensing cost involved, in the end, it saves other development and maintenance efforts that could be caused using OOTB approaches.

If it is a simple approval process, like collecting feedback and simple approvals, and audit approvals are not required, this still can be implemented using Nintex. However, it could be costly because of Nintex's license charge incurred per workflow and on a per-year basis. This kind of scenario can be easily achieved by the MSFT power platform, which comes to users via organization subscriptions.

I believe that Nintex Process Platform is well suited to a use case where those who are implementing it are fairly tech and software savvy. The platform is fairly robust and can be customized to a significant degree, but it does take some time to familiarize oneself with it fully. I would say that where it is less appropriate is for users who are not power users and would struggle with customizing the system to adapt to their needs. Such users would likely struggle with the UX and become frustrated.

Nintext Process Platform is great for automating certificates and other processes!

This is really well suited because of the following advantages:
1) It instantly transforms data stored in Salesforce CRM into mission-critical documents - like Quotes, Contracts, etc.
2) Very smoothly integrates with a Salesforce CRM org via App Exchange managed package.
3) Support is really good, you get a response within a few hours of raising the case.

Currently, I give Nintex Process Platform a rating of "1" because of the missing ability to trigger a workflow when a field changes. This was present using Nintex on SharePoint On-Prem. It's missing for the Office 365 version.

This is not my first time using Nintex. I have used it for years and when people ask about Nintex and other systems, I always seem to fall back to Nintex because of the ability it has to make things work. I always tell people that with Nintex, the limit is their imagination. If they can imagine a software process then it can most likely be built into Nintex Process Platform.

With Nintex Forms, you can create dynamic online forms to capture and submit accurate and current data from wherever you are. User-friendly design canvas, drag-and-drop controls, and advanced business logic make it easy to customize forms.

Nintex workflows: Do not use Nintex for small approval workflows. This can be easily done with Microsoft standard workflows.

The Workflow designer allows the creation of processes that are much more complex than "out-of-the-box" SharePoint. However, you should be cautious of trying to build in too much complexity.

Nintex Process Platform is a good start for many automation efforts, but teams will likely need additional tools beyond that.

Nintex Process Platform is a simple platform, has a great price, and works really really well. The errors that are generated are not that helpful at times and need help from a customer service rep to fix. But I have nothing but great things to say about their customer service. I have had many WOW moments through their support.

Nintex Forms is well suited for customizing forms to make them more friendly and appealing to the end-user compared with the default forms provided by SharePoint. It is also very good for creating workflows to digitalize daily work processes. These enhance the productivity by several folds. Nintex Forms and Workflow are strong points of the Nintex Platform.

Very suitable in approvals, docs review, feedbacks, document generation, and Hr operations like scheduling interviews, and managing candidates. As well as employee onboarding, access management, and data deletion. Not very suitable for managing FOs that should generate multiple child items.

We have found it's great to remove phone calls to the IT team, we take far less calls with a self service portal. It also creates users pretty easily in O365 so those little tasks have been taken away from the team so we can improve other systems rather than fix users issues/update details. I can see how this could really help other departments and we are looking to add it to these areas soon.

We tried to automate licensing but the XML querying is awkward and we find repeating sections hard to work with if you want to get data out of it.

Using Nintex's forms, you can easily customize to Sharepoint.

Nintex is best-suited for customers with lots of small, simple workflow needs and where cost isn't an issue.

Nintex Platform does integrate well with MS Office 365. Users are easily added to workflows and forms and the SharePoint integration is well done. However, critical functionality is missing. For example, a form that has calculations between fields can't be printed by the user (this is called the "Responsive" form) and a form that does have print functionality (called the "New Responsive" form) will not calculate simple formulas. Nintex support is unable to provide a time-frame for when this critical issue will be resolved despite acknowledging it months ago. The only case where I would recommend this to a colleague is if they had simple forms where Office 365 and SharePoint integration were needed but required no calculations.

We find the Nintex Platform can be used across almost any process we have; it's department and industry agnostic. Although there are reasons why so many HR applications exist, holiday systems, timesheets, and sickness can be surprisingly involved and tricky to manage, so I'd suggest applying Nintex to more company-specific problems you want to solve.

For automation of processes, I think Nintex Platform is a perfect fit. What is needed perhaps is a companion tool to help the initial mapping of processes. Enumerating items works fine but when we have a list of e.g. 200 items and we need the workflow to run on all the items, we ran into some performance issues.

One can run Nintex Platform as a workflow owner; you can define exactly which roles/people/groups can have access to an item at any given time during the workflow process. You're lucky to be in an organization that only has 1 regulated process in SharePoint.

Nintex Platform is a great tool to standardize forms and facilitate business processes. It is pricey, so it’s not suitable for the small business market.

Nintex Platform is well suited for form design and workflows--great and easy to use, also Nintex Sign. Nintex Foxtrot RPA is a heavy software and not easy to use!

Nintex Platform is great for creating workflows in Microsoft Office 365 and building forms. The Nintex mobile app needs more refinement.