Process automation with Nintex Workflow
Nintex Workflow for Office365
Overall Satisfaction with Nintex Workflow
I implemented Nintex Workflow to help automate several manual processes in our company. One is an onboarding process built fully on Nintex Workflow to eliminate many checklists in several different departments. The most important being all of the necessary Active Directory groups a new user needed to be added to when they start. I have over 40 different switches in the workflow to add a user to a necessary group based on their title or department selected.
Another workflow was created to capture receipts. This process also utilized the Nintex Forms and mobile app. Employees are now able to take a picture of a receipt on their phone and submit to a library that starts an approval process. The success rate of collecting all receipts by end of month is almost at 100% now.
One other big workflow created was an announcement email. Several different employees in our company were in charge of sending out an email to all users for all employee birthdays and work anniversaries. We also have an announcement blog for all employees to add information to versus sending out a company wide email. We automated all of the emails based on a site workflow to capture all new blogs and employee birthdays/announcements happening that day and listing them in one email with a link to the blogs for additional reading.
- Our IT cost for onboarding an employee has dropped significantly since automating the process
- New client and client change of address processes and notifications have eliminated dropped communication across different departments.
- Approval and capture process of expense reports and company credit card purchases have increased the accuracy and time spent finding employees and asking for their receipts from our finance group.
Nintex Workflow is a great option when a company has an in house SharePoint server or Office 365 but does not have access to a development team and would like to start automating their manual processes.
If a company does have access to a development team and would like the workflow to reach out across many different software platforms, they might be better with another software or custom solution.