Automation of complex processes made easy
September 23, 2021

Automation of complex processes made easy

Daniel Smid | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Nintex Forms

Overall Satisfaction with Nintex Process Platform

Nintex Forms and Workflow are being used across the organization, from sourcing and manufacturing to sales and services. While Nintex Forms is mostly used to address local problems or opportunities, workflows often reach across functions and automate complex business processes.

In manufacturing, typical examples for Forms would be inspection checklists, forms to submit employee ideas, quality checklists, forms to generate more sophisticated surveys, etc.

Workflows range from simple requests such as for master data creation or modification, to those tracking new product introductions or vendor creations. The most complex ones reach not only through functions but also through geographic regions.
  • Intuitive low-code environment for form and workflow design.
  • User friendly interface for the business users.
  • Flexible tools, easily adaptable to most business problems.
  • Scalable solutions.
  • Workflow tasks can’t be assigned to shared mailboxes. The workaround solutions are not ideal when a step has to be assigned to a group of people and not one specific person.
  • Forms became much easier to use in recent versions, but form designers can still get stuck at requirements that seem rather easy, for example, list look-ups.
  • Migrated 100+ workflows from a legacy platform to Nintex Workflow in less than a year with only a few developers and a group of power users from the business.
Our company implemented Nintex on Office 365, but it would be an option as well to migrate and use the Nintex Workflow Cloud. For us, integration with O365 was an important requirement since we needed to migrate not only workflows but also data and documents. It’s important to know that Nintex Process Platform can be connected to different business systems such as SAP and Salesforce. Establishing those links would take us to the next level.
In our organization, ever since the implementation of the Nintex Platform, the core users are what we call the Power Users. This is a group of tech-savvy and curious non-IT people who learned to be designers of forms and workflows. They also train new users on designing and using these tools. Identifying this group has been key in the quick implementation and adoption of the platform.
The Power User group was able to quickly learn how to create forms and workflows. This enabled the success of the project where we migrated more than 100 workflows in less than one year. The building of expertise among non-IT business users means as well that the solutions are tailored fully to the needs, and that ownership stays with the business.
In my manufacturing site we could train a new form designer in a couple of weeks, and then he went on to automate a 6-step previously paper-based internal process in another few weeks, touching almost all departments at the site. Both the learning and the generation of solutions are incredibly quick, and no IT background is necessary.
Once you have O365, the obvious choice of tools would be the ones that are part of the platform and are included in your subscription, like PowerApps and Flow. Still, we often choose Nintex Process Platform instead.

Regarding forms, Nintex Process Platform provides a more intuitive design interface which is also more low-code. PowerApps requires more of an IT background or otherwise a steeper learning curve.

We concluded that Flow is not able to manage the most complex workflows in our business, but Nintex Process Platform workflow is well-equipped to tackle even a 20+ step global process.

Overall, Nintex Process Platform is more intuitive and at the same time is able to solve more complex problems.

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Nintex Forms is great for digitizing existing paper and Excel-based forms, and in general for creating a user-friendly interface for all kinds of digital data submissions. By linking the form to a shared database such as a SharePoint list, the data is processed immediately and can be picked up right away for reporting, notifications, etc.

Nintex Workflow is well suited for automating and digitizing both simple and complex business processes. It is a more intuitive and powerful tool than similar products of their competitors.

I wouldn’t bother creating forms and workflows for the most simple use cases such as submitting a few data points and triggering notifications. The built-in O365 features will do the job just fine.

Nintex Process Platform Feature Ratings

Process designer
Business rules engine
Not Rated
SOA support
Not Rated
Form builder
Model execution
Not Rated
Standard reports
Not Rated
Custom reports
Not Rated