Workflow Solutions

Let us help you automate your business processes!  Common workflow scenarios include:

  • HR Onboarding
  • Time Off Request
  • Expense Report Processing
  • Vendor Invoice Processing
  • Contract creation & management

Using tools like Nintex Workflow or Microsoft Flow we can rapidly create workflow solutions that connect your people, content and systems.

We can either train your team to build your own workflows using graphical process and form designers or provide us with your requirements and we’ll build it for you.

Online Forms

Using powerful form design tools, like Nintex Forms we can implement rich and functional forms that can be used as a means…

  • to initiate a workflow process
  • to capture and store data for reporting and analytics (without workflow)
  • for users to respond to workflow tasks

Common examples include:

Public Facing / Anonymous Forms
  • Contact information form for visitors to your website
  • Surveys
Employee / Intranet Forms
  • HR – New Employee / Status Change forms
  • HR – Performance Reviews
  • HR – PTO Request from Employees
  • Accounting – Expense Reimbursement / Check Requests
  • Accounting – Invoice Approval / GL Coding
  • IT – Help Desk /  Service Request Forms
  • Legal – Contract Creation
  • Operations / Compliance – Inspection Forms

Document Management

Many companies start using SharePoint and Office 365 for collaboration, workflow, building portals / intranets and document / records management.

Some companies have a separate, legacy ECM system for archiving scanned documents or for records management.  Increasingly however, these organizations realize that SharePoint also provides robust and innovative document and records management features, such as:

  • Managed Metadata
  • Lookup columns
  • Business Connectivity columns
  • Document Sets
  • Content Type inheritance
  • Modern Library experience
  • Retention Policies
  • Data Loss Prevention policies (compliance)

As they realize the depth of SharePoint’s ECM functionality, CIOs love that they can consolidate the number of systems they need to support by leveraging SharePoint as a robust document management platform as well.