Operations workflow scenarios

Why improve operational processes?

Operations departments are literally built on process, but those processes don’t have to be drawn out or difficult. Nintex makes quick work of “what goes where,” so the systems that keep your company moving move even faster. 


Ensure compliance
Ensure compliance
Improve data accuracy
Improve data accuracy
Save time and money
Save time and money
Reduce risk
Reduce risk
manage and track it assets

Improve supplier management

In order to produce goods and services, you need to bring raw materials into your company and effectively manage your supplier relationships to ensure that you obtain the lowest cost of the products and services you buy.  By automating your processes, you can better manage suppliers, meet compliance standards and ensure purchases are obtained at the right price.

Use the Nintex Workflow Platform to:

  • Onboard new suppliers
  • Manage supplier performance through reviews and keep a full audit trail including document versions and approval history
  • Manage supplier risk and compliance management
  • Manage electronic contracts and integrate them with e-signatures
Manage help desk requests

Manage work orders

The maintenance and operations team makes sure that requests for repairs are handled in a timely and cost-effective manner. Work order approval workflow is used to enforce the business rules of an organization's maintenance operations to ensure that all work orders are within budget and have proper authorization.

Use the Nintex Workflow Platform to: 

  • Direct, administer and approve the operational steps of the work and maintain all documentation in a secure source
  • Capture required information and automatically set notifications to keep maintenance requests moving with Nintex Forms
  • Route the maintenance, repair, or installation work order to the appropriate technician in the maintenance department
Deliver goods and services to your customers

Deliver goods and services to your customers

Getting the customer order is the first step. Making sure you can deliver the goods and services on time and on budget requires coordination from production to operations. From documenting unique requirements to delivery schedules or change orders, you can better manage the delivery of goods and services to your customers with business process automation.

Use the Nintex Workflow Platform to:

  • Document special instructions or other workmanship issues that could affect the delivery schedule
  • Keep an audit trail of all orders, contracts, work orders or change orders
  • Drive a quality control process with appropriate reviewers, approvals and alerts
  • Create new work instructions or amend existing documents
improve project management icon

Improve project management

In order for a project to be completed, there are many steps that need to be managed, sometimes in a specific order. When projects get stuck in the approval process, it can lead to missed deadlines, poor customer service, and other bottlenecks for downstream projects. Automating workflows can keep everything running on schedule.

Use the Nintex Workflow Platform to:

  • Assign work to the correct person in the correct order
  • Document special instructions or other workmanship issues that could affect the project
  • Keep an audit trail of all orders, contracts, work orders, or change orders
purchase order

Automate purchase order processing

Without purchase orders, it’s difficult to check if you got what you ordered. Sorting and sifting through spreadsheets or piles of paper takes time. By automating the purchase order process, you get visibility of incoming stock, can ensure appropriate review and approval, reduce the risk of internal fraud and better manage cash flow. 

Use the Nintex Workflow Platform to:

  • Capture budget requests on standardized forms and create multi-level approvals based on budget authorization to ensure the right people authorize the purchase request
  • Ensure governance, reduce errors and capture an audit trail of purchase orders
  • Integrate with existing ERP systems to streamline inventory management
  • Discover bottlenecks in your purchase order process with workflow analytics

Read how our customers have enjoyed success:

Schedule a Demo

See Nintex in action and learn just how easily you can create workflows.

Free Trial

Try the Nintex platform for free and see how quickly you can save time and money. Start creating workflows today.

Contact Sales

Ready to automate your processes? Customers achieve rapid, measurable return on investment with Nintex.