10 great ways to use Nintex

1. Mobile Working

With Nintex Forms, you can create secure solutions that let your users complete forms and respond to tasks from wherever they are using a mobile device. If they don’t have an internet connection, they can work offline and synchronise data later. Nintex also allows easy creation of your own branded mobile app, and the mobile form publishing process works without requiring incoming holes in your firewall.

2. Alerts & Notifications

We know that alerts can be configured easily in SharePoint but by using Nintex you can include the information that users really need to know. For example an alert concerning maintenance of a fault that needs repair can include important information like a picture of the problem, directions to the location, an estimate of the time to get there and the cost of parts. A well-structured notification can help prevent mistakes or delays, making it easier for a user to complete the next step in the process or to make the right decision.

3. Structured Data Collection

You can increase accuracy and reduce the risk of error/duplication if you use forms to collect data in a structured format. You can control the options people have by providing preconfigured lists from them to select from. By reusing key data and directing it to the right people or systems using workflow you can save transaction time and improve the quality of your data. You can reduce human error and risk in processes such as procurement, employee on-boarding, expense claims and approvals and more. Also you can provide effective reports from structured data.

4. Auditing & Tracking

Using Nintex to automate your workflows provides visibility of what has happened and needs to happen in a process. A workflow can build up a list of actions that are completed and record the relevant user, date and time. You can include status tracking and management overviews so you can see exactly where your processes are at, highlight areas of inefficiency, and report on work complete.

5. Integration

You don’t have to be confined to one system for your workflow. Nintex can be used to connect a disparate set of systems to create fast efficient processes. For example you could capture a customer’s details at an event in a Nintex Form which when submitted starts a workflow that adds them to CRM and then invites them to a Yammer group relevant to their enquiry. Using Nintex you can integrate with your existing LOB systems and automate things like document generation, records creation and content publishing.

6. Approvals

If you have a complex approval or sign off process that involves multiple stages, conditions or contacts then Nintex workflow can be used to speed it up, remove bottlenecks, enforce compliance and make the process simpler for users. Users can also review and respond to approval tasks on the go with their mobile device.

7. Enforcing Compliance

By building in the controls, decision points, rules and security roles you can enforce compliance with company policies. Nintex workflows can have branching activities, state machines and actions that run in parallel. You can build your workflow to react to events or information supplied by users, so that the right action always is carried out next.

8. Easy Access to Critical Information

You can use Nintex workflows to ensure you keep all data up-to-date, or you can retrieve data from multiple sources to create a single view of the truth. This helps your users to work quicker as they don’t have to spend time searching for and cross referencing information.  For example when requesting IT equipment, a user could select what’s needed and the costs can be pulled in from a price list, creating the spend request for their manager to approve.

9. Eliminating Delays & Bottlenecks

How much of your users’ time is spent dealing with those repetitive tasks or admin? By automating common tasks you can reduce time spent re-keying information or waiting for items to be processed. Using workflows you can streamline activities, prevent delays in reviewing and approving, and improve customer service with faster responses to requests.

10. Increasing Security

Paper and email driven processes can be difficult to control from a security perspective. Using Nintex you can secure data capture and storage, control who sees what, and audit activity.

For more information about how you can utilise the great features of Nintex in your organisation, please contact us.

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