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Skyrocket Your Business Process Automation Strategy with an Independent Workflow Assessment

By Elantis on August 16, 2022
Independent-Workflow-Assessment

If your organization is exploring your business process automation options, you might be wondering what platform to use when, where, and how. The question that often arises is, “Which platform is the best?” Here at Elantis, we have an unbiased eye to help evaluate your automation options with an Independent Workflow Assessment.

Before we dive into the assessment, let’s explore workflow automation and what it can do for your business.

What is Workflow Automation?

Workflow automation uses intelligent software to optimize a process from its beginning to completion. Workflow automation provides seamless information sharing, reduces manual repetitive tasks, and improves tracking of outstanding approvals. In short, workflow automation can optimize nearly all areas of your business.

Workflow automation tools, such as Nintex and Microsoft Power Platform, are geared toward the automation of processes and tasks completed within a workflow. Workflow automation ensures that a process remains optimized from one phase to the next, saving time and money by eliminating human error and avoiding miscommunication inefficiencies.

Automation can be applied to any process: short and simple or long and complex. An automation platform helps improve a process by creating additional visibility, reducing risk, and increasing speed and efficiency.

Elantis’ team has experience streamlining and automating a wide variety of processes, including:

  • Employee onboarding/offboarding,
  • Leave requests and tracking,
  • Contract approval and execution,
  • Accounts payable/receivable,
  • Inventory management,
  • Microsoft Teams provisioning,
  • Asset management,
  • Health and safety inspections,
  • Quality assurance, and
  • Customer engagement.

What is an Independent Workflow Assessment?

With an Independent Workflow Assessment from Elantis, you will be able to categorize which workflows can be migrated directly, which require adaptation, and which are better suited to another workflow platform. The assessment outputs will help you create a migration strategy and determine where cost savings and workflow optimization can occur.

We assess the complexity and compatibility of your workflows for migration from on-premise to Microsoft Power Platform or Nintex Workflow Cloud. For example, Elantis partnered with a financial services company that was experiencing challenges migrating Nintex workflows from SharePoint on-premise to Microsoft 365. Elantis assessed each of the workflows to determine which should be migrated to Nintex Workflow Cloud and which should be replatformed to Power Apps and Power Automate. We are currently in the process of migrating/replatforming over 5,000 Nintex workflows for this organization.

With an Independent Workflow Assessment, we also recommend the best solution for your budget. Business Process Management (BPM), in general, can be expensive—but it doesn’t have to be. There are simple tools and techniques that can be implemented to automate processes without large investments in BPM suites. We help you understand the implications and costs involved in migrating your existing workflows. Depending on the complexity and functionality of the workflows, recommendations from the assessment have the potential to improve workflow performance and reduce licensing costs.

The Independent Workflow Assessment considers:

  • Workflow complexity: Based not only on number of actions within the workflow, but also the overall maturity.
  • Cloud compatibility with both Nintex Workflow Cloud and Microsoft Power Platform: Categorize which workflows can be migrated directly, which require adaptation, and which could be replatformed.
  • Migration effort required: If workflows cannot be directly migrated, determine the level of effort for adaptation or replatforming.
  • Action Counts: Determine where action counts can be decreased, check if low-count workflows are actively in use or can be decommissioned.
  • Performance: Identify potential issues and provide recommendations for improvements, simplification, and modernization.
  • Recommendations: Standardize naming conventions and implement best practices.

Unique Insight for Unbiased Recommendations

At Elantis, we have unique insight into migrating workflows based on our experience with clients and our knowledge of industry best practices and standards. As a Microsoft Gold-Certified Partner, our team members have multiple Microsoft certifications and specialize in the Power Platform. As a Nintex Premier Partner, Elantis has a team dedicated to Business Process Automation, including a Nintex virtual Technical Evangelist—one of only 15 in North America.

As experts in automation, Elantis has extensive experience with both Nintex and the Microsoft Power Platform. We use these platforms to solve business problems, streamline processes, integrate systems, and improve productivity. We have implemented BPM solutions for 50+ customers in the past five years. This broad expertise allows us to make unbiased recommendations and tailor our solutions your specific requirements.

As you explore your automation options, remember that BPM is a journey. To be successful and improve processes, you must take an iterative and holistic approach. Shift the organizational focus from an isolated BPM project to a sustainable, enterprise-wide process transformation program. Elantis can help.

⁠Need a trusted guide along your automation journey? Contact us and we will connect you with one of our automation specialists. In the meantime, you can download this flyer for more details about the Independent Workflow Assessment.

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