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Enabling Digital Transformation with Workflow Automation and Nintex Workflow Cloud®

There is no denying that digital transformation is currently all the rage.

From technology giants like Microsoft pledging their commitment to helping companies digitally transform, to so-called ‘digitally native’ companies like Uber, AirBnB, and Netflix who have seen a huge amount of success in a very short period of time.

When we look under the surface, however, it’s clear that many organizations are still stuck in their ways, often dealing with paper-based legacy processes. Compared to working in the cloud—the destination for many companies looking to digitally transform—paper-based methods of working traditionally require much more effort to create and manage.

In order to remain competitive, companies still dealing with legacy systems must transform from manual, slow and sometimes error-prone processes to faster, more efficient and reliable methods.

Workflow automation is one way businesses can accelerate their ability to digitally transform. Plus, digital workflows take that functionality to the cloud: integrating cloud applications to reduce the maintenance of separate software systems and improve coordination across the breadth of the business.

In this post, we’ll look at some of the ways in which workflow automation and Nintex Workflow Cloud can act as a catalyst to an organization’s digital transformation journey.

Beyond Workflow Automation

Digital transformation is all about reimagining how your company brings people, data, and processes together.

That transformation has made its way to the workflow automation space with the emergence of Workflow and Content Automation (WCA). The combination of more traditional business process management (BPM) and customer communications management (CCM), Workflow Content Automation looks to combine the existing technologies involved in these two processes (namely workflow automation and document generation) to make current automation practices even faster.

At the heart of it, the impetus behind workflow and content automation stems from the goals we’re already familiar with: our desire to get work done electronically as efficiently and risk-free as possible. Knowledge workers spend much of their day-to-day working with unstructured data, searching for information or composing documents.

WCA lets you to automate this to a large extent so you can focus on the more intensive processes that require the cognitive power of human workers; such as coming up with new ways of doing business, innovating product offerings, or entering into new markets, just to name a few.

The following are some areas in which workflow and content automation differs from the more traditional business process management:

  • Works with document generation.
  • Spans both structured and unstructured content.
  • Aims to accommodate users on the devices they’re already familiar with, such as email, instant messaging or social media channels.
  • Designed as a business application to be used by business people, WCA should require little to no programming knowledge.
  • Integrates with data that is siloed in myriad line of business systems.
  • Offers a simple way to add digital transactions management (think digital signatures) as a step to the workflow itself.

But the biggest difference is how workflow content automation can impact digital transformation.

Jim Lundy Quote

WCA and Nintex Workflow Cloud

Positioned as a Digital Business Platform, Nintex offers WCA through workflow automation, document generation and workflow analytics.

Acting as part of the Nintex Workflow Platform, Nintex Workflow Cloud is focused on connecting applications, content and systems with the decision-makers in the business. It delivers workflow automation that extends beyond typical Document and Content Management environments (Such as Microsoft SharePoint) to cover a variety of systems of record or content sources—utilizing SaaS platforms like SharePoint, Office 365 and OneDrive for Business to Salesforce, the Dynamics Suite and Dropbox.

The integration between applications allows users to easily automate processes end-to-end across many different areas of the business: sales and marketing, finance, human resources, IT, administration, customer service and more.

Take the process of contract management, for example. With Nintex Workflow Cloud, users can utilize WCA to automatically pull data from your CRM, convert text-based docs with document generation. They can then be routed, approved or e-signed, and documents can be stored wherever you wish—SharePoint, Dropbox, Box, etc.

With Nintex Workflow Cloud, users are able to build powerful solutions for their business without having to write any code or the need for extensive training.

The simplicity of building Nintex workflows stems from a browser-based, drag-and-drop design canvas. By negating the need to code, anyone in the business can take on automation processes or fix issues that arise without having to wait on the IT department to update or implement a new workflow, which can take time and impact productivity and agility.

While it holds incredible potential, WCA is still very much in its infancy stages. To learn more on the current state of Workflow and Content Automation and where it is heading in the future, make sure you watch Aragon’s webinar “The New Battle Cry in Transformation is Automation”, featuring Nintex’s own VP of Channel & Product Marketing, Josh Waldo, and VP of Workflow Technology, Mike Fitzmaurice.


For more information on the Nintex Workflow Cloud, WCA or other areas of workflow automation, don’t hesitate to get in touch with Nintex today.

Brad Orluk

Brad has been evangelizing technology and process automation for over 15 years. Prior to joining Nintex, he had roles in infrastructure, IT consulting, and most recently, as an Information Architect at a Fortune 500, where he worked on business and IT process improvement and automation on a variety of real world global projects and productivity initiatives. Brad’s unique, technical yet business focused, background gives him the ability to help users leverage technology to drive value to their businesses. Follow Brad on Twitter @BradOrluk

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