Demystifying Workflow AutomationIt’s a lot easier than you think

2

Michael Pelletier, MBA, MSCS

Michael PelletierPartner and Chief Innovation Officerblumshapiro

As the firm’s Chief Innovation Officer, Michael helps clients strive for excellence and ingenuity in an ever-changing world. Michael also leads blum’s technology advisory group, where he consults with a range of businesses and industries on issues related to technology strategy and direction, enterprise and solution architecture, cloud computing and digital transformation.

Michael’s experience spans many disciplines including communication and collaboration solutions, workflow, system integration, machine learning and custom application development across a variety of industries with particular strengths in insurance, manufacturing, biotech and professional services.

What in the world is workflow?

3

OR

What kind of work do we want to make flow?

4

Every process matters

5

Distract.

Magnets for mistakes.

Occur anywhere. Company lifeblood.

Add up. Often ignored.

Everyday processes

6

A much greater chance of success.

They’re often less complex.

They train users how to think about workflow solutions.

Benefits of automating everyday processes

1 2 3

7

Do more good.

Focus on your mission.

Get more done. Expand impact.

Expand scope. Work most on what matters.

What happens when work flows?

8

9

Case StudyGlobal Electrical Manufacturer

» Challenge

‒ Business needed to make sure that controllers understood and were adhering to the FCPA policy

‒ Current approach was hard to manage, track and ensure completion

» Solution

‒ Form is filled out annually by controllers and general managers to make sure they understand and are adhering to the FCPA policy

‒ Form requires the user to enter in some basic information and submit it for approval

‒ Form is reviewed and approved by HR and Legal

‒ Once approved, the data on the form is put into Word document using the Document Generation feature within Nintex

‒ The document is then saved to a separate document library into a folder for the current year for safe keeping

» Benefits

‒ Consolidated business process without gaps – compliance is 100%

‒ Automated completion and document creation save time and effort

Foreign Corrupt Practices Act (FCPA)

10

» Challenge

‒ New and existing customers request credit lines

‒ Amount of credit approved depends on locale, division and other factors

‒ Current process was slow, cumbersome, lacked an audit trail and led to unhappy customers

» Solution

‒ Complex Excel form was transitioned to a dynamic Nintex form

‒ Workflow routing for approvals was dynamically defined using external responsibility and limit list in SharePoint

‒ Lazy approvals kept the process moving even for busy execs

» Benefits

‒ Happy customers that don’t need to wait weeks for approval

‒ Audit history of decision-making process

‒ Detailed information about client that can be used to address falsification claims later

Credit Line Approval

11

12

Case StudyPharmaceutical Manufacturer

» New Hire/Termination Forms‒ Standard new hire and termination forms/workflow for

tracking purposes. Integrated DocuSign with it to mail merge templates in DocuSign to send out for signature and return the DocuSign PDF back to SharePoint.

» Oracle Account Changes Form‒ Used to track changes to the Oracle GL that would

include the rationale and description for each change whether it was adding, removing or changing existing account numbers. This also had a repeating section to support up to 10 changes per form.

» Change Request Form‒ All IT change requests were documented in this form

with the appropriate approvals to IT and the business owners impacted by the changes. This kept everyone involved in sync on the processes.

Everyday Processes

13

» Finance Access Request Form‒ Allows user to submit request for

access to security roles within multiple financial applications such as Oracle, Hyperion, etc.

» Payment Request Form‒ Payment requests could be

submitted to Finance for processing which would include a description and type of payment - check, ACH, etc.

Everyday Processes

14

DemoCreating a Workflow

15

Financial benefits of Nintex

16

ERP

Legacy Systems

Office Apps

CRM

The Nintex Process Platform SharePoint

& Portals

Collab. Apps

Storage

LoB Apps

WebApps/ APIs

Documents

Web Apps/ APIs

2

3

Map & Manage Processes

1

The most complete platform for process management and automation

17

18

Process Excellence in a DayFree one-day workshop

Questions