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Overview

How Nintex is helping state and local governments manage COVID-19

Over the past month, we’ve been helping state and local governments navigate these uncertain times and effectively keep operations running while communicating changes internally as well as to their constituents.

Here are a few examples:

  • Utilizing Nintex Promapp® to document important processes and procedures related to COVID-19 – specifically around business continuity planning.
  • Creation and deployment of new HR processes needed to support a remote workforce – including online forms and e-signature for remote working agreements, IT requests for software and equipment, and online timesheets so employees can get paid when they can’t fill out manual timecards.
  • Mobile apps and online Safety Checklists for emergency personal within police, fire, and disaster services departments, so critical supplies get logged and identified.
  • Incident Response Forms so citizens can self-report what they are experiencing and when they may need help – which local governments can then use to prioritize their resources.
  • New workflows and automated forms to gather frontline exposure information and facilitate emergency response, gather data and paperwork related to COVID-19 virus, and automate the sharing of information to FEMA and other government agencies using RPA.

Nintex Drawloop allows you to quickly and easily create documents in Salesforce by merging data with Word, Excel, PowerPoint, or PDF document templates. Users are able to customize the document using data from Salesforce or other external sources. You can combine any number and combination of document types and customize these documents for both internal and external customers. Pull data from a variety of third party applications and automatically generate documents with the click of a button. Drawloop is fully supported by Salesforce and ready to integrate with your Lightning upgrade.

  • Accelerate Sales and Service
    • Button-click sales quotes, order forms, proposals, invoices, contracts, reports, account plans, business/pipeline reviews, forecasts, and account summaries. Simplify contract management with the Component Library.
  • Seamless User Experience:
    • Document generation processes can be activated with the click of a button, by batch, or workflow - users never leave the familiarity of Salesforce.
  • Easy Admin Configuration:
    • Admins control all business logic from a single document template and users don't manage a thing. Easy install and configuration with the NEW Setup Wizard. Includes a sample template library to get you up and running FAST.

Connect all your business critical documents to your Salesforce data model.

Nintex University

Nintex offers training courses to help enhance the user experience. Nintex University offers various training courses and certifications to become an expert.

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


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

GSA Schedule Contracts

GSA Schedule 70

GSA Schedule 70 GSA Schedule No. GS-35F-0119Y Term: December 20, 2011- December 19, 2021


SEWP Contracts

SEWP V

Contract Number: Group A Small: NNG15SC03B Group D Other Than Small: NNG15SC27B Term: May 1, 2015 - May 1, 2025


Events

Archived Events

Resources

Resource

Nintex, the leader in workflow and content automation (WCA) software and cloud solutions, today announced that the company's Nintex Drawloop data-driven document generation solution for automating and standardizing the production of digital documents is now available as a FedRAMP Authorized cloud se...