Nintex
An approval that works on paper can become frustrating when it is automated without understanding the exceptions. We help you turn business processes into forms and workflows that reflect how the work really happens.
What Nintex does
Nintex provides tools for managing and automating business processes, including forms and workflows. The available features depend on the Nintex products and versions in your environment, so we establish that baseline before choosing an approach.
Where it fits
Nintex can fit work that moves through a sequence of people, decisions, documents, and connected systems. For example, a request may need validation, approval, a record update, and a notification. We consider the whole process, including what happens when information is missing or an approver is unavailable.
Connect process work with Power Platform, Design, or Development where the solution calls for them.
Find the decisions and exceptions hidden in everyday work.
Understand the process first
We talk with the people who submit requests, make decisions, and support the process. Together we map the current steps, ownership, rules, and points where work stalls or leaves the system.
That discovery makes it possible to decide what should be automated and what should remain a human decision. It also exposes unnecessary steps before they become part of a new workflow.
Make the next action clear to the person doing the work.
Build forms and routing around people
We design the fields, validation, routing, and approvals around user roles and business rules. Connected systems need clear interfaces, authentication, and a way to handle failures without silently losing a request.
We test the normal path and the less convenient cases: rejection, returned information, delegated approval, and integration errors. We use example requests to help users review the behavior before release.
Carry business rules forward when the platform changes.
Review existing workflows and plan change
Existing automation often contains important rules that have never been written down. We review the workflows, connections, products, and versions before planning a redesign or transition.
We validate the replacement behavior and prepare your team to operate it. The handover covers administration, known dependencies, troubleshooting, and how future changes should be checked.
What you take away
You receive process maps, workflow and form designs, automation components within scope, validation evidence, and reference materials. We document the important rules so the process can be maintained by people beyond its original builder.
Before we start
We review current Nintex products and versions, connected systems, workflow volume, identity, licensing, and support ownership. These determine the suitable delivery approach and any constraints on a platform transition.
Talk through your project
Tell us what you use today, what needs to change, and who will use and maintain the result. We can help you work out the next step.
Explore Technologies · Design · Migration Services · Training · Support
Discuss your project