Pizza, process, and automated expense management with Dan Burke

In the latest episode of Pizza and Process, now available to watch on-demand, we hear from Nintex’s very own Dan Burke who is a process automation expert and technical presales leader at Nintex. Joined by Nintex Pizza and Process host, Jonathan Butler, the two discuss the best way to automate an expense management process that’s easy and efficient for both employees and accounting teams.

Some background

Dan and Jonathan both started on the Nintex support team, where they developed a great friendship. Both have moved on to different roles. As we know, Jonathan is on the Nintex product team and Dan is now managing a technical pre-sales team. Dan’s team consists of sales engineers and technical evangelists who are writing blogs, creating gallery assets in the Nintex Solution Accelerator Gallery, interacting with people in the Nintex Community, and demonstrating the benefits of process management and automation.

Dan and his team are involved in various customer interactions. They support current customers looking to expand their Nintex footprint or wanting to acquire a new product. As well as supporting new customers looking to get started. They also help prospective customers who want to learn about the potential of the Nintex Process Platform.

The paradigm shift with process automation

Before we jumped into the process part of the event, Jonathan asked Dan about the paradigm shift conversation: how often is this conversation happening and has it changed since the global pandemic? Dan said that pre-pandemic this conversation was happening all the time. In 2020, these conversations weren’t as common. Dan attributes that to everyone knowing a paradigm shift is necessary. The usual way of doing business is being replaced by more modern, effective practices.

Businesses quickly realized the need for technology that fosters more collaboration, productivity, and automation.

Low-code/no-code establishes citizen development

Dan also touched on how low-code/no-code solutions have completely taken over. People want solutions they can deploy quickly and they want to see ROI immediately. The low-code/no-code world has introduced the concept of a “citizen developer” who builds solutions without relying on complex code. This was once a concept that was thrown around, and now many companies are seeking more citizen development – sometimes paying six-figure salaries, according to ZipRecruiter.

A Forbes article defines a citizen developers as “individuals within a company who have access to a visual integrated development environment (IDE). Within this environment, the citizen developer is able to use drag-and-drop application components, connect them together in order to generate a new unique web or mobile application. This low-code/no-code software empowers employees to design and build powerful applications which can grow an adapt according to the needs of a business.”

Jonathan asked Dan if he has any advice for citizen developers and Dan recommended to staying at the forefront of the market. Like reading up on the newest technology before it’s available. He also recommended having a portfolio of solutions you’ve built. For example, if you automated an expense report process, create some sort of portfolio that demonstrates that work.

Building relatable solutions

“You will find that it’s relatable,” Dan said about citizen developers providing value to companies. Companies are automating relatable processes such as expense reporting or onboarding. These are hugely beneficial solutions that don’t just interact with one or two departments – they span company-wide.

For this Pizza and Process episode, Dan shares an expense management workflow that leverages Nintex Workflow and Forms to automate employee expense reports. An employee completes the form with all the expense information like location, receipt, date, vendor, etc. After that form is submitted then an approval is routed to the submitter’s manager. After manager approval, the document is sent over to finance for signature and payment. The solution is built using various rules, form variables, multiple approvals, and repeating sections.

Dan also gave us a preview of the Nintex PDF Form Converter in action. This new capability is currently in beta, but it will take PDF files and convert them into online forms with a few simple clicks and room for customization.

About Pizza and Process

Pizza and Process is a webinar series hosted by the Nintex product team. Attendees will gain insider knowledge behind product development decisions – featuring discussions with Nintex power-users and process automation professionals to get inside the brain of these experts and learn how they build their workflows. New episodes will air every month. Each episode will combine different workflow dialogues, anatomies, and philosophies, but will always feature a new process and guest speaker.

Register for upcoming episodes or watch the latest on-demand at Nintex.com/pizza-and-process

 

 

Samantha Pugh

As a member of the Nintex Corporate Marketing team, Samantha Pugh spends her time creating content, organizing digital events, and delivering great experiences for Nintex customers and partners.

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