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Nintex: Automate, orchestrate, and optimize your

content creation and collaboration processes

Jen Miller | Strategic Partner Manager | February 22, 2018

Intelligent Process Automation

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Jen MillerStrategic Partner Manager

Jen.miller@Nintex.com

540-303-1345

Work Passions:

1. Technology

2. Creativity

3. Not wasting

time

Stop by the Nintex table

Write down your most painful process& contact information

and Enter to Win a Spa day!!!

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History Industry Adoption

Industry partners GTM#1 in Workflow & Content Automation (WCA) -Aragon Research

Leader in Digital Business Platforms –Aragon Research

#1 in strategy for Digital Process Automation Wave –Forrester Research

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Auditability For

RegulatoryProductivity

EnhancementCost Reduction Best Practices

• Identify and remove

unnecessary steps

• Optimize resource

allocation

• Standardization and

repeatability

• Identify late actions,

non approvals

• Overlooked tasks

and compliance

violations

• Enhanced visibility

and accountability

• Improved

communication

• Eliminate repetitive

and manual

processes

• Empower employees

• Reduce human error

• Streamline process

• Paperwork is eliminated

Increasing Pressure to Automate

“By 2020, 60% of Application Development will be done outside of formal IT teams”

-Gartner and Wall Street Research

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Nintex Hawkeye

Nintex App Studio

Nintex Xtensions

Nintex Forms

Nintex Document Generation

Nintex Workflow and Workflow Cloud

Nintex Workflow PlatformIntuitive, Integrated, Intelligent process automation

(clicks not code)

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So

ph

isticate

dS

imp

le

IT department Line of business

Co

mp

lex

Personal Process

Easy enough for the line of business.Trusted by IT

Why Automate, analyze, and optimize your content processes?

nintex

© 2015 Nintex

Dynamic and flexible

Business analyst/operations

Drag and drop—visual UX

Days-Weeks

Evolving

Sales Legal FinanceHuman

ResourcesIT

Pressing need for advanced process automation

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Nintex automates processes across all business users and use cases

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Nintex Extends and Enhances your organizations various systems of record

Increased Revenue Targets

Reduce Cost of Sale

Customer Retention

VP of Sales is asking for:

Faster Sales Cycle

Front Office Applications

EFSS/Cloud

Content Mgt.

Supply Chain

Management

Customer

Relationship Mgt.

Enterprise

Resource Planning

Electronic

Signature

Human Capital

Management

IT Service

Management

Collaboration &

Work Management

Back Office Applications

Workflow & Content

Automation

Customer Challenge

Current Challenges

• Time Consuming

• No Visibility

• Difficult to Change

Emails

Customer

Proposal

Returns to Office to input the order manually

Manager Approval

Requested(If discount is requested)

Awaits Manager

Approval

Updates account

in CRM

SALE

TIME Contributes to..

• Customer Experience

• Number of customer

visits (day/week/month)

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Nintex Forms-MobileQuick and easy forms designer on any device in any location

Nintex WorkflowFlexible deployment; no coding required –Drag. Drop. Done.

Nintex HawkeyeWorkflow process analytics and intelligence

Nintex Document GenerationAutomated custom documents integrating diverse content

Nintex App StudioComprehensive mobile forms development Automatically updates

account in CRM

Generate order via mobile

device

Automatically notifies

approval requests

QUOTE

Dynamically

generates document

Drag

and

drop

Drag

and

drop

Drag

and

drop

SALE

Automatically emails

Customer Proposal

CustomerInternal FinalTIME SAVED

• Increased customer

visits (per sales rep)

• Reduced bottlenecks (visibility)

• Increased customer

experience

Analytics

• Process visibility

• Process reporting

• Decisioning and

Insight

• Performance of

revenue critical

processes

User selects and submits form

Approved

Workflow automatically generates dynamic document

from template folder

Workflow automatically emails

document to customer

Through email the workflow

automatically updates the

document in the correct folders

Automatically once both parties agree (via email)

the workflow automatically sends final document for

approval- (E-sign) then updates the CRM automatically

automate

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optimize

orchestrate

Nintex empowers the line of business to

Every interaction across the modern workplace

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Three things...1. Why - Take the risk – make a change

2. Where to start? Start fun, Focus on the biggest impact, Focus on the most

visual

3. How – agile, iterative, don’t over plan – just get started

Sign up with THInc.IT for a Demo

Download a free trial at www.Nintex.com18

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Xchange Nintex Conference – San Diego - February 26-28th

Nintex World Tour – DC – March 26th **FREE**

Nintex User Group Meeting – April 20th – HERE at MSFT

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If we have time...

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Let’s take a look

-or-

Q&A