What is Nintex? Automate Workflow & Save Money [2024] (2024)

“What is Nintex? This ultimate guide will help you learn how this workflow automation and process management tool can help a business to improve efficiency and productivity.”

Manual processes are the biggest challenges for businesses. They’re not just labor-intensive, but also exposed to mistakes and inefficiencies.

According to a survey conducted by McKinsey & Company more than 40% of employees spent at least a quarter of their time working on manual tasks.

This means employees are losing valuable time that could be invested in more strategic activities to bring business growth.

So, what is the way for businesses to automate their manual processes and free up employees to focus on more strategic work? This is where Nintex can help.

Let’s learn more about this tool and how it can help you adopt automation.

So, let’s get started.

What is Nintex?

Put simply, Nintex is a software company that helps businesses and individuals around the globe with a platform for process management and workflow automation.

Nintex has many products that automate mundane tasks and enhance productivity to a great level.

Nintex is a no-code platform that enables users to manage processes and create workflows with a point-and-click interface, rather than coding. It is offered as a cloud-based service meaning it is accessible from anywhere on any device.

More than 10,000+ brands are using Nintex including Amazon, Linkedin, Microsoft, CocaCola, Chevron, and more to speed up their digital transformation journey.

What is Nintex Used For?

Nintex is a comprehensive process management and workflow automation tool that can be used by businesses for the following purposes:

• Automating mundane tasks and workflow such as leave requests, document approval, inventory management, and so on.
• It is used to map, monitor, and improve business processes
• It can be used to create intelligent forms such as order forms, employee onboarding forms, customer feedback forms, and so on to collect information.
• Generating documents and reports contracts, invoices, proposals, and so on.
• It can be integrated with other systems such as Salesforce, Box, Adobe Sign, and so on.
• Automating sales processes from lead generation to signing contracts.

The use case of Nintex discussed above is just a glimpse of what Nintex is used for. It can be used in wider business processes to bring automation and efficiency.

What are the Benefits of Nintex?

Nintex offers businesses the following benefits:

1. Easy-to-use Platform

Nintex is a simple-to-use no-code platform for users that enables users to run workflows with clicks, rather than coding.

The Nintex user interface has several capabilities that make it easy to use the platform:

• Visual canvas that visualizes the logic, actions, and data so you can easily design workflows.
• Ribbon menu offers a variety of options and tools to configure the workflow conveniently
• Toolbox has a list of categories and actions to add workflow and form actions.
• The configuration panel enables the user to edit workflow and form properties by making use of parameters, variables, and conditions.
• Preview mode lets the user preview the functionality and design of the workflows and forms.

2. Design and Develop Promptly

Nintex workflows are designed and developed in a way that allows the publishing of workflows as soon as the workflows are developed. It doesn’t require additional compilation, packaging, and deployment after every workflow development; instead, it picks up the changes and adds them to the next iteration run. With the help of a browser-based drag-and-drop workflow designer, you can easily publish workflows for various scenarios.

3. Mobile Accessibility

Nintex can be easily accessed from mobile devices thanks to Nintex Mobile. This product allows users to access all features of the Nintex platform on the go. With Nintex Mobile, you can develop, edit, and approve business processes anywhere, on any device. This product benefits organizations that function primarily over remote locations and is not based on a fixed location. It works for both SharePoint and Office 365, online and offline.

4. No Extra Hardware or Software Needed

There is no requirement to install any extra software like Kerberos or Silverlight to work with Sharepoint over the Nintex Platform. Yes, that’s correct; installing Nintex is a game of minutes where there is no need to install any follow-up or supporting applications. Nintex installation only requires a compatible OS, browser, and database.

5. Content Management

Nintex is not just a workflow automation tool, it even assists users to organize, automate, and optimize their content. It can be readily integrated with systems such as SharePoint, Office365, Salesforce, and more to assist you in effortlessly managing content from all these systems.

With Nintex, you can manage the content in the following ways:

• With the help of workflow and forms, you can automate the process of content approval.
• Easily manage, and map your content database across SharePoint sites.
• You can index or set categories of content to make it easily accessible.

This is just a brief, it can modernize your content management system in many ways. Discuss with Nintex Premier Partner to discuss the opportunities.

6. Fewer Errors

The other benefit of Nintex is that it reduces the chances of human errors. It has several tools and features to handle the errors that might occur during the execution of the workflow and maintain the accuracy of workflows.

Here is how Nintex reduces the scope of errors:

• Log history list records all the errors that occur during the execution of workflows. So you can easily access the errors.
• The error handling section enables the users to create custom logic to enable businesses to handle the errors.
• Error handling can also be used in the Nintex RPA to log the errors and handle them.

For example, let’s suppose you have created workflows to send an email to a list of email addresses. The error handling section can help you to define what will happen if the email address is invalid. You can choose to terminate the workflow, continue the workflow, or any other specific action. In the log history list, you can easily access the error and any other relevant information. This way you can control how the workflow will be executed despite the errors.

7. Better Compliance

Nintex helps businesses to comply with the industry and government regulations within their processes. Here is how Nintex offers better compliance:

• Risk and Compliance Add-on under Nintex Process Manager enables the users to incorporate risks and compliance necessities into the process maps.
• Nintex Promapp® Compliance Module makes it easier for users to create and manage several compliance documents such as policies, standards, procedures, and more.
• Nintex Promapp® Audit Module enables the users to specify the frequency of audits, track findings, and assign specific actions to ensure compliance.
• Nintex workflow Cloud can be used to automate your compliance workflows and ensure their secure connection with your systems and data sources.
• Nintex’s security features ensure data protection and compliance with standards such as Safe Harbor, HIPAA, ISO, and GDPR.

Let’s understand Nintex’s compliance with the following simple example:

Let’s say you have a process to manage customer complaints. With the help of the Risk and Compliance Add-on, you can identify the risks involved in each step of process execution. For instance, you can identify legal actions, customer dissatisfaction, etc. Once the risks are identified, you can assign controls such as communication protocols, quality checks, or escalation procedures to mitigate those issues. With the help of the Nintex Promapp® Compliance Module, you can link the processes with relevant compliance documents. Nintex Promapp® Audit Module can be used to perform regular audits and track the findings or take action. Furthermore, with the help of Nintex Workflow Cloud, you can automate and integrate your process with systems such as CRM, email service, or customer feedback.

8. Improves Customer Satisfaction

Nintex workflow automation improves customer satisfaction by enabling businesses to create customer-centric processes and workflows that deliver smooth and better user experience. Here is a detailed explanation of how Nintex improves customer satisfaction:

• Nintex forms let you create responsive forms that can be used to collect customer information, feedback, or complaints intuitively.
• Nintex workflow can be used to automate customer processes to take timely actions resulting in improved customer experience.
• Nintex analytics can be used to measure customer satisfaction by evaluating metrics such as Customer Satisfaction Score (CSAT), Customer Effort Score (CES), or Net Promoter Score (NPS).
• Nintex’s customer success program is also there with resources, support, training, and community to help businesses achieve their goals.

For example, with Nintex you can create a customer complaint handling process. When the process is executed, you can redirect the customer to the Nintex form where they can rate their experience, and provide feedback for improvement. With the help of Nintex Analytics, you can easily analyze customer feedback, and identify specific areas of improvement. This way you can improve customer satisfaction.

A Suite of Nintex Products

After exploring the benefits Nintex holds for businesses, it is time to explore what Nintex products have under its roof to address various business requirements.

1. Nintex Automation Cloud

Formerly known as Nintex Workflow Cloud, it is a cloud-based platform to automate, manage, and optimize business workflow and processes. Nintex Workflow cloud enables you to easily design and deploy robust workflow applications in a way that minimizes manual work using a drag-and-drop interface, not code.

Nintex Automation Cloud is compatible to be integrated with multiple platforms such as Salesforce, SharePoint, Microsoft Teams, etc.

Nintex Automation Cloud Features:

Nintex Automation Cloud offers several features such as

• Forms automation: It enables businesses to automate the creation and publishing of forms to collect customer data or trigger workflows.
• Web services integration: Nintex Automation offers seamless integration with web services such as REST, SOAP, and OData, to facilitate the data exchange between them and perform actions within workflows.
• Nintex Xtensions® framework: It enables users to create custom connectors with the help of standard APIs to extend the capabilities of Automation Cloud.
• Object support and permission management: It provides a simple and easy way to design sophisticated workflows using objects such as constants, variables, collections, etc. You can also specify the permissions for data sources.
• Third-party integration: It can be integrated with third-party applications like SharePoint, Office365, Salesforce, etc.

2. Nintex Forms

It is a form designer to helps a user create and publish custom web & mobile forms to capture customer data. These forms can be connected with the workflows.

Nintex forms have a user-friendly design canvas and drag-and-drop functionality to let you design the forms that align with your vision.

Nintex also allows you to set conditional formatting, validation rules, or advanced logic through the Rules panel. You can choose to apply the rule to the whole form or any specific point. These rules will be triggered when certain conditions specified by you ring true.

For example, you can set a rule to validate the input of a control based on certain criteria.

Nintex forms are responsive, so they can be easily accessed from the web or mobile without losing their pixels.

Nintex Forms Features:

Some of the most notable features of Nintex Forms are:

• Nintex forms for Office365: You can create and reuse the workflow from the familiarity of Office365.
• Nintex forms SharePoint: You can create or customize the SharePoint list form with the help of Nintex forms drag and drop functionality.
• External forms: You can create forms that can be accessed by users who don’t have access to SharePoint, and Office365.
• Lookup items: Nintex Forms enables you to store up to 5,000 items in checkboxes, multi-selects, and dropdown lists.
• Barcode scanners: Nintex Forms allows you to scan the barcode and populate the form fields with the data stored in the barcode.
• Geolocation tags: With the help of Map Control offered by Nintex Forms, users can easily capture and display the location of the user who submits the form.
• Images and attachments: Users can add images and attachments to forms.

3. Nintex RPA

Nintex Robotics Process Automation (RPA) enables users to address high-volume repetitive tasks in an easy and automated manner. It is a complete process automation package that eliminates human errors by reducing manual work. It generally acts just like a virtual desktop assistant, enhancing data quality and accuracy and maximizing productivity with less complexity.

Nintex RPA is a completely scalable product that can be scaled up during peak periods to ensure uninterrupted automation. It makes use of technologies like AI and machine learning to improve the efficiency of automation tasks. Users can configure the automation workflow to meet their specific needs.

Nintex RPA Features:

Nintex RPA offers the following features:

• Exception handling: This enables the user to handle unexpected situations and errors in the automation workflows.
• Web data extraction: NIntex RPA lets you extract the web from web pages and applications.
• Workload management: Users can manage and monitor the performance of automation tasks and bots conveniently.
• Multi-tenancy: Nintex RPA allows multiple users or groups to manage automation tasks and bots.
• Permissions management: Users can set permissions to prevent unauthorized access to automation tasks and bots.
• Credentials vaults: Users can securely store the data of the applications that are required in the automation tasks.

4. Nintex Drawloop Docgen

Nintex Drawloop Docgen is a no-code tool for the Salesforce environment, which works natively under Salesforce Sales Cloud. This product automates the document generation process and allows the creation of consistent documents over the Salesforce platform reducing the errors that happen due to manual document generation.

Nintex Drawloop Docgen Features:

Nintex Drawloop Docgen offers several features such as

• API support to facilitate the integration with other applications and services.
• Batch processing enables the generation of multiple documents at once.
• Document automation to ensure the creation of delivery of documents based on the triggers, rules, and workflows.
• A centralized repository store and manage all the documents.

5. Nintex Analytics

Nintex Analytics provides users with actionable insights into the automation running across their organizations. It presents insights into dynamic visuals and reports through Microsoft Power BI.

Nintex Analytics Features:

Nintex Analytics provides the following features:

• Prebuilt customizable dashboard to give users a complete overview of various metrics and insights into the automation.
• Real-time accuracy to maintain the availability and reliability of the data.
• Different lenses enable the user to focus on the different aspects of the data.
• OData access to manipulate the data from different sources.

6. Nintex Mobile

This product allows users to access all features of the Nintex platform on the go. With Nintex Mobile, you can develop, edit, and approve business processes anywhere, on any device. This product benefits organizations that function primarily over remote locations and is not based on a fixed location. It works for both SharePoint and Office 365, online and offline.

Nintex Mobile Features:

Nintex Mobile offers the following features:

• Real-time data collection to collect and route the data conveniently from your mobile device.
• Rule-driven automated distribution of real-time data.
• Categorizing forms to make them easily accessible and adding icons for each form.
• Voice dictation enables users to fill the text field with voice commands.
• Common mobile features such as barcode scanning, image attachment, geolocation tagging, etc.
• Nintex Mobile can work offline and synchronize the data when you are back online.

7. Nintex AppStudio

It is like an app store that comprises tailored workflow solutions according to various requirements. The app studio consists of applications for mobile devices, and they are deployed over devices with the help of Nintex Workflow Cloud, on-premises SharePoint Environments, and Office 365.

Nintex AppStudio Features:

• Unique enterprise mobile app using your own identity in a couple of minutes with clicks, not code.
• Customize the application’s logos, images, and colors to match your branding.
• AppDeploy enables users to share the applications over the air while maintaining security.
• Forms filtrations to ensure the relevant access of forms to departments.
• App preview to let you examine how your app will look.

8. Nintex Promapp

It is a process management software that helps users map, monitor, and optimize business processes. It allows business professionals to work more efficiently by providing an easy-to-collaborate platform.

Nintex Promapp provides a clear visualization of how your organization is working, continuously optimizing and automating the processes to achieve desired outcomes.

Nintex Promapp Features:

Nintex Promapp offers businesses the following features

• Improved collaboration between teams on process improvement with the help of feedback, comments, approvals, and notifications.
• Reporting and analysis of process performance with the help of visually appealing dashboards, metrics, and easily consumable charts.
• Mapping and managing business processes in a visual way through the drag-and-drop functionality.

9. Nintex Workflow for Office 365

Nintex workflow for Office 365 is for the Office 365 Sharepoint Online version. With this help, users can create automation in the point-and-click method. It helps to integrate workflows and enhance the usability of content and data in workflows and other automation.

10. Nintex Workflow for Sharepoint

Nintex Workflow for Sharepoint supports essential functions to company-wide customized processes, which can be done over Sharepoint. It comes in Sharepoint on-premise versions such as Nintex for SharePoint 2013, Nintex for SharePoint 2016, and Nintex for SharePoint 2019. This product enables Sharepoint to build workflows more efficiently and faster through a drag-drop browser-based platform.

11. Nintex Assuresign

Nintex Assuresign is a security enhancement product that secures digital signatures taken over the platform. Further, It has a drag-drop interface that allows users to create and sign up their documents, forms, etc., anytime, anywhere.

Nintex Assuresign Features:

Nintex Assuresign offers several features such as

• Real-time document signature, along with the ability to track the status of the document in real-time.
• Regulatory compliance with several legal and security standards such as eIDAS, HIPAA, GDPR, etc.
• Document expiry: The user can define the deadline for each document. If a document is not signed, it will expire automatically.
• Multi-user signing: A document can be shared with multiple users specifying the order and signature required.
• Document audit trail to keep track of who signed the document, when, where, and more.

12. Nintex K2 Cloud

It is a low-code platform that enables users to create and run applications to automate business processes.

Nintex K2 Cloud was first released in August 2019, and since then it has improved itself with new features.

Nintex Pricing: How Much Does Nintex Cost?

Pricing of Nintex varies depending on the product and edition you choose. As discussed earlier, Nintex offers several products and each product has different editions.

For example, Nintex Automation Cloud has three different editions: Pro, Premium, and Custom. Pro plan pricing starts from USD 25,000/year, premium plan pricing starts at USD 50,000/year, and the pricing for the custom plan is subject to business requirements.

You have to find out the products that you want to use and you can request a quote or a free trial on the Nintex website.

Final Take

According to statistics, Nintex currently has 8000+ customers in over 90 countries worldwide. It is not just a company providing a single kind of automation solution; it even has functionalities that work along with the Salesforce environment after its integration with Salesforce. However, the above benefits clearly define why it is a pioneer in its field and how It can benefit businesses. Knowing the power of Nintex and its popularity, Cyntexa understands its capabilities which is why we work over the Nintex platforms as well, how it can ease out tasks of businesses and boost their productivity which is why we have skilled professionals to help businesses implement Nintex in their organizations. We are a Nintex Premier Partner, you can reach out to us to learn more about Nintex Development services.