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Overview

Nintex is here to help your government agency best serve the needs of your constituents by efficiently and securely modernize digital government operations with easily deployed automation software that integrates with Salesforce.


Digital document generation, delivery, and processing is core to every government agency’s digital transformation. Nintex’s FedRAMP-authorized Drawloop DocGen® enables agencies on Salesforce to transform digital document generation, delivery, and processing.


Leveraging Nintex’s process mapping, forms, advanced workflow, robotic process automation, mobile apps, and electronic signature tools any team can accelerate mission-critical processes surrounding digital documents all while reducing costs, risk and eliminating the complexity of traditional IT.


Carahsoft and Nintex have teamed together to provide Nintex products and solutions to the government for over 5 years. Carahsoft serves as Nintex’s Master Value Added Reseller and Aggregator in the US Public Sector and jointly are committed to helping government agencies digitally transform operations.

Products

Citizens and constituents are demanding better outcomes, which fuels the need to modernize and transform the way agencies deliver services. Nintex is here to help your government agency best serve the needs of your constituents and citizens by efficiently and securely transforming digital government operations with automation software solutions that easily integrate with Salesforce.

Use Cases

Nintex is dedicated to delivering scalable and repeatable use cases for government agencies. With Nintex’s no-code/ low-code platform it’s easy and fast for any team to successfully deploy and transform non-digital processes.

Explore some of the frequently deployed use cases:

Training

Nintex University is the free and easy way to learn the Nintex platform. Nintex University offers training courses to help anyone learn to leverage Nintex Platform to build no-code automations to digitally transform their agency.

Check out the full training catalog here


Nintex DocGen for Salesforce – Beginner

Streamline contracts, quotes, and proposals with Nintex Document Generation for Salesforce. This module provides an overview of the features and functionality with Nintex DocGen for Salesforce.

Objectives:

  • Set up, configure, navigate, and manage your Nintex DocGen environment
  • Create sophisticated document packages using business logic, permission sets, and user profiles

Training course can be found here


Nintex DocGen for Salesforce – Intermediate

This course will provide you with an intermediate level knowledge and understanding of Nintex Document Generation for Salesforce. You will learn more advanced skills for:

  • Merging data from multiple Salesforce records
  • Updating documents with external objects
  • Adding features such as e-sign to your documents
  • Customizing the deployment of DocGen packages

Training course can be found here

Federal

Timely responses are critical with constituent requests. Automate caseworker responses with templated documents. There are often multiple actions and approvers along the way.

The longer this takes, the longer it takes for important resources to be available to perform critical functions.

With Nintex, caseworkers can quickly respond to constituent concerns and requests utilizing internal Salesforce approvals and processes.

Leveraging existing agency documents (PDF, Word, Excel, PPT) with multiple language support and implementation support Federal Agencies can quickly and successfully deploy Nintex Drawloop DocGen® for seamless constituent experiences.


When manual steps are automated, government agencies become better staffed and more effective.


Top Use Cases

  • Top Use Cases
  • Application processing
  • Loan applications
  • Inspection reporting (images & data)
  • Inter-agency correspondence
  • Correspondence management
  • Case management

State & Local

State & Local Agencies empower community builders with Nintex

Providing transparency, efficiency, and stronger engagement with the community is foundational for every local government. Your citizens expect a modern experience to access services, report issues, and interact where appropriate but today most agencies struggle to connect their teams and citizens.

Creating amazing citizen experiences with lightning fast non-emergency response times will noticeably accelerate your community. With Nintex and Salesforce it is easy to empower both your team and citizens to improve your community.


With Nintex Forms , your citizens can easily request services for pothole, graffiti, noise complaints, and more. Automating approvals, dispatch, repair record updates, and invoicing with Nintex and Salesforce streamlines process end to end keeping your community happy and moving forward.

Don’t let slow response times and legacy process slow down your community. Deliver the support your citizens need to build a better community together.


Top use cases using Nintex

  • Application processing
  • Incident case management
  • Correspondence management
  • Public request processing
  • Proposal management
  • Inspection reporting (images & data)

Aerospace & Government Contractors

Aerospace and Government Contractors modernize with Nintex Drawloop DocGen ®

The project is straight forward, but the task of creating an RFP that meets compliance standards and the process of getting it off the ground is arduous and frustrating. Modernize proposal management for your team with Nintex Drawloop DocGen®.


Your teams can leverage meaningful Salesforce data and project specifications to generate and distribute RFP documents at the click of a button. Streamlining RFP creation gives your team time back in their day to execute on current projects and evaluate proposals for new ones.


Once vendors are selected, compliant contract generation, management, and execution are fast and easy with Nintex.


Your team should spend their time focusing on driving impactful partnerships and exemplary execution of projects. Remove the frustration from generating mission-critical documents, so they can spend their time focused on what matters most.


Top Use Cases

  • Project status reports
  • Contract management
  • Proposal management
  • Employment forms
  • Account review/ QBR presentations

Defense Agencies

Defense Agencies enable military services with Nintex Drawloop DocGen ®

In government agencies, stringent medical and background checks and requisitioning of needed equipment can be challenging. There are often multiple actions and approvers along the way. The longer this takes, the longer it takes for important resources to be available to perform critical functions.


With Nintex, recruiters can quickly complete and route job requisitions for approval. They can easily post jobs, interview candidates, and hire recruits. Automated completion of medical and background check processing streamlines intake, getting new recruits onboarded into effective roles.


Leveraging existing agency documents (PDF, Word, Excel, PPT) with multiple language support and implementation support Defense Agencies can quickly and successfully deploy Nintex to streamline experience from hire to retire.


When manual steps are automated, government agencies become better staffed and more effective.


Top Use Cases

  • Talent management
  • Patient relationship management
  • Supplier relationship management
  • Modernization and innovation

Customer Stories

SFMTA uses the Nintex Platform to drive digital transformation across the workplace and operations

San Francisco Municipal Transportation Agency (SFTMTA) is responsible for the management of ground transportation in the city of San Francisco, California. SFMTA wanted to eliminate paper forms and digitize business processes across the agency to improve overall productivity and efficiency. Read More


City of Garland, TX builds a community of citizen developers

The City of Garland includes 45 business units which serve the citizens of Garland including IT, facilities management, accounting and finance, fire department, parks and recreation, and more. To support business process improvement across the city, its IT department implemented the Nintex Platform with SharePoint. Read More

Contracts

Resources