Transformative Mobile Solutions - SharePoint and Nintex Case Study
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The document discusses a case study on improving mobile workflows using SharePoint and Nintex to enhance delivery processes in healthcare. It highlights challenges related to delivery proof and compliance issues due to legacy systems, proposing automation and mobile solutions to streamline operations. Key features include mobile forms, GPS tracking, document assembly, and integration with various applications for better business workflows.
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Transformative Mobile Solutions - SharePoint and Nintex Case Study
- 1. Get inspired aka.ms/mixgallery Do more with Office Mix Office 365 & SharePoint Transformative Mobile Solutions SharePoint + Nintex A Mobile Workflow Case Study Joel Oleson Biz Dev Director
- 2. Your Tour Guide: SharePoint Joel • Industry’s Most Connected Global SharePoint Guy • First Full-Time SharePoint Admin • Top 50 SharePoint & Office 365 Influencer @joeloleson collabshow.com Travelingepic.com
- 3. Mobile SharePoint as a Case Study Did you know? Masks used with PAP therapy generally tend to last 3 to 6 months. X Healthcare provides a wide range of home medical equipment to help improve the quality of life for patients with special needs
- 4. Current Challenges No Proof of Delivery = No insurance payment • Failed Delivery: Delivery delays and missing parts and other exceptions. • Out of compliance: Lost Receipt, location is suspect. • Legacy processes: Current paper process is used due to connectivity.
- 5. Proposal: Streamlined Delivery • Automate: Nintex Workflow optimize business processing and notifications • Anytime Anywhere: Nintex Mobile for mobile forms, GPS tracking, data gathering, offline, signatures • Streamlined: Nintex Forms for digital forms, validation, and business integration • Professional & Auditable: Nintex Drawloop for document assembly for finished documents
- 6. • Mobile and Offline • Business Data Form Validation • GPS • Digital Signatures • Mobile Photo attachment From Paper to Electronic
- 7. Integrate business requirements… • In App Sign • DocuSign • Salesforce • Dropbox
- 8. DEMO
- 9. Out of the Box Reporting & Compliance
- 10. Trust but Verify: Alerts SLAs and Accountability