Nintex--A robust business process management solution
Updated March 13, 2020

Nintex--A robust business process management solution

Shivani Pandey | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Software Version

Nintex Workflow for Office365

Overall Satisfaction with Nintex Platform

Nintex Platform solves issues of pre-onboarding prospects, onboarding clients, and day to day client services. It assists in moving away from all email communication to more communication through Slack and Salesforce. It has helped us to automate business processes and has helped users to be productive even while out of the office. It is user-friendly to create forms that can be available on desktops and mobile devices.
  • Dropbox business team management
  • Google Drive
  • Collection processes
  • One cannot access the “Run as workflow owner” checkbox inside action set when it is placed on a state machine branch.
  • It is difficult to control permissions to lists when the items have item-level permissions.
  • Operating expense (OPEX) reduction
  • Cutting people-hours spent on routine tasks
  • Streamlining business processes
The installation was not a problem at any time.The initial setup was straightforward. During the trial, the team had installed it.
The deployment and maintenance team is approximately five people. We have three environments, and five people to handle the deployments and batch updates.
Helps in scheduling meetings, to share documents, and create complete visibility of HR policies; helps in administrative work (creating workflows that complete essential HR processes, without printing a single page).
  • Freightquote Enterprise Transportation Management System (TMS) and Zoho CRM
1) Nintex integrates with your workflows with the instant-messaging program, social media, email, and practical integration of all kinds of data and documents.
2) It also offers easy drag-and-drop workflow design that saves a lot of time
3) It could be used on multiple devices such as MS Windows and Mac OS
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 Process Platform Feature Ratings

Process designer
Business rules engine
SOA support
Form builder
Model execution
Standard reports
Custom reports

Using Nintex Platform

5 - They represent support functions like Accounting operations, HR services.

Marketing Research team also uses the platform.
2 - One should understand and should be able to apply the core concepts. with certifications and training classes one can reach an advanced level with the ability to address complex solutions required for Project management
  • Robot process automation (RPA)
  • Document generation
  • Workflow automation
  • Accounts related solution -automated
  • Automated invoicing system
  • managing contracts with clients/vendors
  • performance reviews of employees
  • Branding of our products
I would rate this solution a eight out of ten.
This is a good solution for mid-scale deployment and mid-scale usage, but as the usage increases, the issues along with it also increase. There is a lot of window to explore for our organsiation

Evaluating Nintex Platform and Competitors

  • Price
  • Product Features
  • Product Usability
  • Analyst Reports
  • Third-party Reviews
The feature that I found most valuable is the deeper loops, and also deeper schedules so that you can schedule a particular workflow to a particular type.
Initially, the product was very stable, but with few isssues here and there, in any case, we are now at a point where we are trying to move away from Nintex.

Nintex Platform Implementation

A good method would be to have a set of updates in the first workflow, commit the changes (with a “Commit pending changes” or a “Delay/Pause” action) immediately afterwards then use a “Start workflow” action to initiate the second workflow process. Using this method, both workflows will essentially start automatically however they will not clash and both attempt to update the item at the same time.
Change management was a small part of the implementation and was well-handled
  • When running a large workflow it can be very difficult to determine which action caused the issue. Also, due to the large amount of actions running, having the correct timing or sequence of update actions is also difficult to manage. To resolve these types of issues splitting the workflow is also recommended.

Nintex Platform Training

  • Online training
  • in-person training
  • no training
The trainer addressed the smallest queries in a friendly and timely manner;
He walked us through all the necessary products we were using
The Online training provided all the basic forms and workflow features that we needed to start designing workflows..

perfect for newcomers to the Nintex Platform within the SharePoint environment.
The Learning site is completely separate from the community site

Configuring Nintex Platform

Configuration delays when Editing workflow but gets resolved on reaching out with the exceutive
call web service action
No - we have not done any customization to the interface
No - we have not done any custom code
JavaScript for configuring a button action

Nintex Platform Support

From our company's perspective, we can save at least thirty percent in terms of time spent on manual processes, and documenting approvals and process flows.
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
THE BOTTOM LINE is Nintex Workflow Cloud has arguably the best visual workflow editing and automated logic environment of all the low-code development platforms we've tested, but its basic app UI design and database capabilities need deeper integration and improvement.
The pros are:
Drag-and-drop workflow editing.
Strong integrations.
Native Nintex Mobile app
Superb workflow automated and logic rule creation.
Built-in task assignment and management.

Using Nintex Platform

It helps in:
Drag-and-drop workflow editing.
Superb workflow automated and logic rule creation.
Built-in task assignment and management.
Strong integrations.
Native Nintex Mobile app.
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Quick to learn
Feel confident using
  • workflow automation
  • analytics and reporting
  • team collaboration
  • Capabilities including analytics, document generation, and app UI design are bit difficult from workflow dashboard.
  • Transitioning from on-prem to cloud.

Nintex Platform Reliability

By having all the information at our fingertips, our organization could make informed decisions about what to automate, how quickly to make it happen, and where one could encounter stumbling blocks.
Nintex has Good functionality across the microsoft platform. It has good visualization of the flow but Documentation of form customization is weak. Some features do not work as anticipated.
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.

Integrating Nintex Platform

Software is fine despite unexpected canceled workflows with poor guidance on why it canceled. Support / purchase and renewal process is not transparent.
  • SPD workflows
Still in process
  • File import/export
  • API (e.g. SOAP or REST)
  • Javascript widgets
Proper guidance online or through in person expert should be provided

Relationship with Nintex

It has been much more flexible and customizable workflow solution with much better form generator and much better customization for forms.
it saved on cost, time and investment of mental energy.
1) Acquisition cost
As long as you have a firm understanding of what you want to happen, you can make it happen.

Upgrading Nintex Platform

  • flexible and customizable workflow solution for SharePoint.
  • It's hands-down the most efficient automation toolset I've ever used.
  • Proper guidance in terms of purchase
  • Renewal service to be smoothened