The most complete platform for process management and automation Accelerate digital transformation with the powerful and easy-to-use Nintex Platform.

1. The Future of Business Process
Manage, automate, and optimize with Nintex
David J. Rosenthal
VP, Digital Business, Razor Technology
Microsoft Ignite - November 7, 2019

2. Agenda
• Automation journey
• nintex Platform
• Process Mapping
• Workflow
• Robotic Process Automation
• Process Intelligence (Analytics)
• Mobile
• Forms
• Document Generation
• Electronic Signature
• nintex overview
• Stats and facts
• Customers
• Training, Resources, & Professional Services

3. COMPLEX SIMPLESOPHISTICATED
LOWHIGH
Lack Visibility into the
Breadth of Operating Processes
Too Hard to
Implement -
Heavy Coding
Required
Lack Power -
Only for Simple
Processes
Orgs Operate with Inefficient Processes Because:
Complexity of Business Processes
AutomationImpact
3
2 of all enterprise
processes remain
highly manual
1
68%
Despite Efforts to Digitally Transform Business Operations…

4. ERP
Legacy
Systems
Office
Apps
CRM
Manage
Automate
Optimize
SharePoint
& Portals
Collab.
Apps
Storage
LoB Apps
WebApps
/ APIs
Documents
Web Apps/
APIs
2
3
Map & Manage
Processes
1

5. nintex Platform
The Bottom Line
Transform time-consuming processes into intuitive,
integrated, and intelligent workflows that contribute to
success.
Automate, orchestrate, optimize with the no-code nintex Platform
Advanced Workflow
Process Intelligence
Mobile Apps
Document Generation
Modern Forms
Process Mapping
Robotic Process Automation
Electronic Signature

6. Process Mapping
• Turn complex process maps, Visio charts, and
procedure documents into clean, simple, and
accessible process maps
• Drive company-wide collaboration, accountability,
and process improvement
• Simplified process capture and mapping
• Powerful team engagement
• Centralized process management

7. Advanced
Workflow
• Streamline labor intensive business processes
that require data, documents, collaboration,
approvals and signature
• Intuitive, drag-and-drop visual design canvas
with no coding required
• Deploy workflows across systems of record,
content repositories, and communication
channels
• Trigger alerts, auto-assign tasks and reviews

8. • Quickly and cost-effectively
automate routine, manual tasks
without the use of code in an
easy-to-use, yet powerful drag-
and-drop interface.
• Easy-to-use, yet powerful and
accessible to even non-technical
users
• Get tasks automated in hours &
days
• System to system automation
Robotic Process
Automation

9. Process
Intelligence
• Understand how your processes perform
and measure their efficiency
• Discover data and optimize your
processes
• Identify bottlenecks within your
processes
• Calculate return of your automation
investment

10. Mobile Apps
• Leverage all of your data to effortlessly create documents
that drive business results
• Trigger data-driven documents on demand or via a
schedule
• Activate data captured via form or from CRM other
systems of record without cutting and pasting
• Improve compliance with approved templates
• Deliver Word, PowerPoint, Excel, and PDF docs via
efficient channels

11. Modern Forms
• Create dynamic online forms to capture and
submit accurate and current data from wherever
you are, on any device
• Quickly and easily build and customize your form
with no coding required
• Submit a form where you are, on any device, so
data is always collected
• Enable authentication option to improve
governance and usage of your form

12. • Leverage all of your data to
effortlessly create documents that
drive business results
• Trigger data-driven documents on
demand or via a schedule
• Activate data captured via form or
from CRM other systems of record
without cutting and pasting
• Improve compliance with approved
templates
• Deliver Word, PowerPoint, Excel, and
PDF docs via efficient channels
Document Generation

13. Electronic Signature
• Streamline reviews and approvals to get deals
done faster with improved compliance and
eSignatures
• Assign different roles such as signer, approver,
delegator, plus more
• Enable recipient authentication before signing;
password-protect signed documents after
signing
• Send multiple documents for signature at once
• Trigger alerts, auto-assign tasks and reviews
nintexsign™ powered by AdobeSign

14. nintex Workflow Cloud
nintex Deployments

15. Nintex Subscription
Process Intelligence
Mobile Apps
Modern Forms
Document Generation
Electronic Signature
Process Mapping
Advanced Workflow
Robotic Process Automation

16. nintex Overview

18. • Billions of process executions annually
• More than 8,000 customers worldwide
• Clients in more than 90 countries
• 100s of industry partners
The Global Standard in Process
Management and Automation
Company Overview & Leadership Why Customers Choose Nintex
Market Scale
• Founded in Australia in 2006
• HQ in Seattle (Bellevue) since 2013
• 500+ employees worldwide in 12 offices
• Profitable for more than a decade
• High customer sat - NPS over 70%
Industry Recognition
1. Fastest Way to Build Apps
2. Lowest Total Cost of Ownership
3. Highest Overall Satisfaction
Helping Enterprises Achieve
Digital Transformation

19. Technology Manufacturing Government
Financial Services Retail & CPG Services
Healthcare Energy Entertainment & Media
Serving More Than 8,000 Customers
30% of the Fortune 500 have standardized on Nintex with 100s/1000s of process apps per company

20. Nintex Makes it Easy to Manage, Automate & Optimize
Processes Across Departments and Business Systems
Simple to Sophisticated Processes
Human
Resources
Employee
recruitment
Employee
onboarding
Training
Performance
reviews
Finance
Purchase
requests
Budget
forecasting
Invoice
processing
Accounts
receivable
Legal
Contract
management
Sarbanes Oxley
404 Audits
Foreign export
controls
Self-service
NDAs
IT
Equipment
requests
Help desk
support
Device
management
Compliance
policies
Sales
Opportunity
management
Deal support
requests
Discount
approvals
Deal phase
monitoring
Marketing
Press release
approvals
Customer story
gathering
Creative brief
automation
Creative
reviews

21. Manage & Automate - Industry Specific Processes
Insurance
Providers
Policy
underwriting
Claims
processing
Payment
delinquency
Customer
service
Banking
S&Ls, Cus
Client
onboarding
Loan
origination
KYC
compliance
Account
closures
Wealth
Management
Annual
renewals
Referral
management
Pitch deck
creation
Estate
planning
Healthcare
Providers
Physician
contracting
Patient
onboarding
Medical
asset service
Patient
satisfaction
surveys
Pharma
Companies
CRO site
inspection
Clinical trial
recruitment
Investigator
forms
Adverse
event
reporting
Medical
Devices
GxP
protocols
Clinician
onboarding
Site
inspection
reports
CRO
contracting
Industrial
Manufacture
Regulatory
approvals
Product
quality
Equipment
service
Supplier
onboarding
Public Sector
Public
records
management
License
applications
Proposal
management
Incident
management
Sophisticated to Complex Processes

22. Training, Resources,
&
Professional Services

23. Training, Resources & Professional Services
• Training & enablement
• Customer Training Portal covering Basic & Intermediate Training
• https://learn.nintex.com
• Resources & continued success
• Dedicated Nintex Account Manager & Customer Success Manager
• Sessions coordinated within 2-4 weeks
Professional Services
• Razor Technology offers deployment, development, integration and production support services for
entire Nintex portfolio

24. Contact Information
© 2019 Razor Technology www.razor-tech.com
• David Rosenthal
• VP & General Manager
• Digital Business
• @DavidJRosenthal
• SlideShare
• Blog: www.razor-tech.com
5 Tower Bridge
300 Barr Harbor Dr., Suite 705
West Conshohocken, PA 19428
www.razor-tech.com
David.Rosenthal@razor-tech.com
Cell: 215.801.4430
Office: 866.RZR.DATA
LETS KEEP IN TOUCH
24