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Enterprise Workflow & Process Automation in

the Cloud with SharePoint & Office 365

(2)

Today’s Presentation:

• Introduction

• About Gig Werks

• Advantages of Office 365

• SharePoint & Workflow Overview

• About Nintex

• Demonstration

• Enterprise Workflow & Process Automation in the cloud

with SharePoint & Office 365

• Q&A

(3)

About Gig Werks

Company began and has been a Microsoft Gold Partner since 2002

Deep relationship with Microsoft

• Virtual Technology Specialists for the Microsoft New York Enterprise Group

• 4 Time Microsoft SharePoint Technical Excellence Partner Award Winner

• Approved Vendor of Microsoft Legal and Corporate Affairs Group (LCA)

• Invited into the Partner Evidence Program for SharePoint 2007, 2010, 2013 & 2016

Deep relationship with Nintex

• Nintex Partner Award Winner 2015

• Serves on the Nintex Partner Advisory Board

• Certified Nintex Technical Evangelist

Deep Industry Experience in:

• Financial Services, Architecture/Engineering/Construction, Healthcare/Pharmaceutical, Legal & Professional Services

Expertise around Full Capabilities:

• SharePoint, Office 365, Cloud Applications, Business Intelligence and Microsoft Stack

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Gig Werks Solution Packages

Available Packaged Solutions & Quick Starts from Gig Werks

Nintex Installation & Configuration Quick Start

Compliance Approval Workflow Quick Start

Pre-Trade Clearance Workflow Quick Start

Performance Approval Workflow Quick Start

ProjectReady Applications

SharePoint Business Solution Planning

Premium Advisory Services Plan

SharePoint & Office 365 Staging & Development Workshop

Power Business Intelligence for Office 365 Quick Start

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Advantages of Office 365 & The Cloud

• No Infrastructure Cost or Support Needed

• Automatic Updates and Maintenance

• Always have the latest version of Microsoft Products

• Accessibility from Anywhere

• Community and Phone Support

• Guaranteed 99.9% Uptime (Financially backed SLA from Microsoft)

• Predictable Cost

• Flexible Bandwidth

• Security, Compliance, and Privacy from Microsoft

• Speed to Market

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Workflow in SharePoint

• Every business has processes

• Workflows help…

• Automate and Manage Business Processes

• Ensure Processes are Consistent and Repeatable

• SharePoint bridges the gap between knowledge

& toolset

• Interacts with existing SharePoint technologies

• Lists and Libraries (including External Lists) • Tasks

• Email • InfoPath

Composites

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Why 3

rd

Party Applications

• Out of the Box feature doesn’t exist

• Reduces Risk and Drives High Return on Investment

• Don’t “Recreate the Wheel”

• Need for Specific Business or Industry Solution or Functionality

• Scalability and Easy Upgrade / Migration

• Speed to Market

• Satisfy Regulatory Requirements or Compliance

• Product and Solution Support

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Gig Werks Advanced

Business Solutions and Expertise

AEC Solutions •Nintex •Intelledox •RecordPoint •DocuSign •Accusoft •Colligo •Metalogix •Cryptzone •Ezescan Financial Services Solutions •Nintex •Intelledox •RecordPoint •Cryptzone •Metalogix •Workshare •Accusoft •DocuSign Legal Solutions •Nintex •Intelledox •BA Insight •Workshare •Accusoft •RecordPoint •Cryptzone •DocuSign •Colligo •Ezescan Pharmaceutical / Healthcare Solutions •Nintex •Intelledox •Accusoft •RecordPoint •Cryptzone •Metalogix •Workshare •DocuSign Enterprise Content Management •Intelledox •Nintex •RecordPoint •Metalogix •Cryptzone •Accusoft •BA Insight •Colligo •Workshare •Ezescan •DocuSign Workflow •Nintex Search •BA Insight •Accusoft •Colligo •Workshare Business Intelligence & Reporting •Cryptzone •BrightWork •Nintex •Metalogix

User Interface & Experience •LiveTiles Governance & Compliance •Nintex •Intelledox •RecordPoint •Metalogix •Cryptzone •Colligo •Workshare

Advanced Industry Solutions Advanced Functionality

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Nintex Workflow for Office 365

Benefits and ROI of Nintex Include:

• Reusable templates and modules

• Share and align business practices across teams • Reduced IT burden

• Efficiency gains and reduced processing costs • See real-time status of workflows

• Measure and improve business performance • Built-In ROI Calculator

• Lazy Approval

Nintex Workflow for Office 365 and SharePoint enables organizations to extend business process automation to more people, places and devices, delivering workflow for everyone. Nintex Workflow adds a drag-and-drop workflow designer, advanced connectivity, and rich workflow

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Nintex Workflow for Office 365

Connect to a range of cloud services

• Integrate and connect Office 365 workflows to a host of cloud services in real-time including Yammer, Box, Twitter, virtual machines and other applications.

• Quickly add web services without writing a single line of code; and publish forms to collaborate with external vendors,

partners, and customers.

Use Nintex Store for workflow action needs

• Contains hundreds of actions for you to build integrated,

document-centric, and Office 365-centric workflows that help you drive your business

• Seamlessly connect Nintex Workflow to external systems such as Microsoft Dynamics CRM, web services, and applications most relevant to your business

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What Nintex Adds to

SharePoint Workflow:

• Graphical designer

• 100+ actions

• Management tools

What Nintex

Workflow Provides:

• Process Automation

• Process Friendly Forms

• Line of Business Integration

• Mobility

• Infrastructure Flexibility

• Easy to Use

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Auditability & Compliance

• Compliance Approval Workflow

• Keep a Full Audit Trail of Approvals • Performance Approval Workflow

• Confirm Accuracy of Performance & Portfolio Reports

• Pre-Trade Clearance Workflow

• Ensure Stock Trades are Legally Made

Finance and Administration

• Expense approvals

• Bank account management • Loan approvals

• Invoice processing

• Accounts Receivable/ Payable • Governance and compliance

• Legal documentation and processing • Pre-trade clearance

Example Business Solution and Process

Automations with Nintex Workflow

www.Gig-Werks.com

Human Resources

• Leave requests

• Employee onboarding and offboarding • Annual performance reviews

• Succession planning • Complaints handling • Travel requests

Operations

• Procurement and work order approvals • Facilities management

• Field data gathering • Purchase orders • Bank loan approvals

• Supplier and contract management • New product development

• Project management

Contract Management Automation Sales and Marketing

• Sales opportunity management • Marketing campaign management • Campaign approval process

• Sales account provisioning

• Sales order processing

Information Technology

• IT help desk service requests • User account provisioning

• SharePoint site collection management • Hardware and software provisioning • Hardware maintenance and upgrades

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DEMONSTRATION

Vadim Tabakman

Technical Evangelist

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Q & A

www.Gig-Werks.com info@gig-werks.com 914-207-1110 @GigWerks www.YouTube.com/GigWerks www.Facebook.com/GigWerks

Go to the Question Tab on your GoToWebinar Control Panel and

Type Your Questions to be Answered

Please Do Not Forget to fill out the survey as you leave the webcast

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