Download - Nintex Workflow Cloud: Best Practices in Designing Workflow · 2018-03-08 · Analyze, optimize, and govern your process automation portfolio. Nintex Hawkeye Process intelligence

Transcript
Page 1: Nintex Workflow Cloud: Best Practices in Designing Workflow · 2018-03-08 · Analyze, optimize, and govern your process automation portfolio. Nintex Hawkeye Process intelligence

Nintex Workflow Cloud: Best Practices in Designing Workflow

Page 2: Nintex Workflow Cloud: Best Practices in Designing Workflow · 2018-03-08 · Analyze, optimize, and govern your process automation portfolio. Nintex Hawkeye Process intelligence

Joshua TanSenior Product ManagerNINTEX

Page 3: Nintex Workflow Cloud: Best Practices in Designing Workflow · 2018-03-08 · Analyze, optimize, and govern your process automation portfolio. Nintex Hawkeye Process intelligence

Over 3000 workflows have been published in Nintex Workflow Cloud since January 2017.

Page 4: Nintex Workflow Cloud: Best Practices in Designing Workflow · 2018-03-08 · Analyze, optimize, and govern your process automation portfolio. Nintex Hawkeye Process intelligence

Prime the tenant - initial setup

Invite usersand assign

roles

Select the Connectors you want to work with

Set up defaultfile location

Createconnections

Configure error alert

notifications

Page 5: Nintex Workflow Cloud: Best Practices in Designing Workflow · 2018-03-08 · Analyze, optimize, and govern your process automation portfolio. Nintex Hawkeye Process intelligence

Demo: Prime the Tenant

Page 6: Nintex Workflow Cloud: Best Practices in Designing Workflow · 2018-03-08 · Analyze, optimize, and govern your process automation portfolio. Nintex Hawkeye Process intelligence

Design thinking

Build as you go Spec-ing it up front

Page 7: Nintex Workflow Cloud: Best Practices in Designing Workflow · 2018-03-08 · Analyze, optimize, and govern your process automation portfolio. Nintex Hawkeye Process intelligence

Decorate the workflow

Build the workflow

Optimize the workflow

Page 8: Nintex Workflow Cloud: Best Practices in Designing Workflow · 2018-03-08 · Analyze, optimize, and govern your process automation portfolio. Nintex Hawkeye Process intelligence

TRIGGERSEVENTSSTART WORKFLOW

Page 9: Nintex Workflow Cloud: Best Practices in Designing Workflow · 2018-03-08 · Analyze, optimize, and govern your process automation portfolio. Nintex Hawkeye Process intelligence

Decorate your workflow• Action sets

• Naming your actions

Page 10: Nintex Workflow Cloud: Best Practices in Designing Workflow · 2018-03-08 · Analyze, optimize, and govern your process automation portfolio. Nintex Hawkeye Process intelligence

Analyze, optimize, and govern your process automation portfolio

Nintex HawkeyeProcess intelligence for the Nintex Workflow platform

Page 11: Nintex Workflow Cloud: Best Practices in Designing Workflow · 2018-03-08 · Analyze, optimize, and govern your process automation portfolio. Nintex Hawkeye Process intelligence

Demo:Run workflow

Page 12: Nintex Workflow Cloud: Best Practices in Designing Workflow · 2018-03-08 · Analyze, optimize, and govern your process automation portfolio. Nintex Hawkeye Process intelligence

Reusability

• Identify reusability

• “Componentizing” your workflow into reusable components

• External workflows

Page 13: Nintex Workflow Cloud: Best Practices in Designing Workflow · 2018-03-08 · Analyze, optimize, and govern your process automation portfolio. Nintex Hawkeye Process intelligence

Governance

Securing workflows• Understand sharing concepts in

Nintex Workflow Cloud

Securing connections (coming soon!)

Page 14: Nintex Workflow Cloud: Best Practices in Designing Workflow · 2018-03-08 · Analyze, optimize, and govern your process automation portfolio. Nintex Hawkeye Process intelligence

17

Workflow “Hacks”!

• Capturing comments from Express Approval

• Using log to instance details

• Disable actions—configured and unconfigured

• Construct link to instance details page – combination of workflow id and instance id

Page 15: Nintex Workflow Cloud: Best Practices in Designing Workflow · 2018-03-08 · Analyze, optimize, and govern your process automation portfolio. Nintex Hawkeye Process intelligence

Demo:Capturing comments

Page 16: Nintex Workflow Cloud: Best Practices in Designing Workflow · 2018-03-08 · Analyze, optimize, and govern your process automation portfolio. Nintex Hawkeye Process intelligence

19

Product Initiatives

• Onboarding and first load experience

• Designer productivity (time to publish)

• Enterprise management, governance, audit

• Finish what we’ve started

Page 17: Nintex Workflow Cloud: Best Practices in Designing Workflow · 2018-03-08 · Analyze, optimize, and govern your process automation portfolio. Nintex Hawkeye Process intelligence

20

Thematic Roadmap (3 months)

Designer ProductivityDebugging capabilities directly into the workflow design canvas

Variable user experience

Participant ExperienceTask forms – collect information to influence outcome and progress a workflow

Scenario EnablementEnhanced SharePoint Connector with support for document libraries and list item attachments

ServiceNow

Administrator Governance and ControlAuthenticate with corporate credentials (Azure AD)

Secure connections

Developer ExtensibilityEmbed workflow data into applications (Nintex Platform API)

Custom triggers

Page 18: Nintex Workflow Cloud: Best Practices in Designing Workflow · 2018-03-08 · Analyze, optimize, and govern your process automation portfolio. Nintex Hawkeye Process intelligence

Conclusion and questions

Page 19: Nintex Workflow Cloud: Best Practices in Designing Workflow · 2018-03-08 · Analyze, optimize, and govern your process automation portfolio. Nintex Hawkeye Process intelligence

22

Session recommendations

by Chris Ellis, Nintex

by Lachlan Ainley & Dan Burke, Nintex

by Dan Burke, Nintex

Page 20: Nintex Workflow Cloud: Best Practices in Designing Workflow · 2018-03-08 · Analyze, optimize, and govern your process automation portfolio. Nintex Hawkeye Process intelligence

Get a Nintex Workflow Cloud Trial Tenant

Page 21: Nintex Workflow Cloud: Best Practices in Designing Workflow · 2018-03-08 · Analyze, optimize, and govern your process automation portfolio. Nintex Hawkeye Process intelligence

Product Roadmaphttps://roadmap.nintex.com

UserVoicehttps://nintex.uservoice.com

Get in touch!

Page 22: Nintex Workflow Cloud: Best Practices in Designing Workflow · 2018-03-08 · Analyze, optimize, and govern your process automation portfolio. Nintex Hawkeye Process intelligence

From the xchange mobile app, select “Survey” from the sessions that you attend

Complete the short evaluation

Click “Submit”

Page 23: Nintex Workflow Cloud: Best Practices in Designing Workflow · 2018-03-08 · Analyze, optimize, and govern your process automation portfolio. Nintex Hawkeye Process intelligence