Today’s automation tools offer greater flexibility than their predecessors while performing the same tasks. For teams new to automation, the typical implementation process involves Analysis, Development, User Acceptance Testing (UAT), and Go-Live.
If your team is transitioning from an on-premises solution to a cloud or hybrid model, you’ll find that while business processes remain similar, the execution of tasks has evolved. Migrating forms and workflows isn’t usually straightforward. If you have documented your previous business processes, these details will aid the new implementation. If not, this presents an excellent opportunity to optimize and document processes from initial user input to final completion, including eSignatures. This comprehensive approach enhances efficiency and improves experiences for both customers and employees.
Moving forward, the process will follow a new implementation approach, which includes a focused Analysis phase, a Pilot/Proof of Concept, Development, UAT, and final Implementation. Additionally, the migration will involve decommissioning the existing automation platform once all UAT phases are successfully completed.
Which solution is best for you?
Business requirements should always guide the decision on which product best meets your needs. By adhering to this approach, we prioritize the business’s needs above all else.
Microsoft/M365
Utilizing your existing tool set is a wise and cost-effective choice. This would include the suite of automation tools included within an M365 subscription.
Power Apps
Use the ever-expanding capabilities of automation and combine with forms to meet and exceed your business needs. This is automation on a modern cloud platform.
Power Automate
Spending too much time on repetitive business tasks? Implementing an RPA solution will increase productivity and efficiency in your workplace.
Power BI
When capturing all this content from workflows, forms and RPA tools we often develop reporting needs. Power BI is that tool for tapping into captured metadata and displaying data into an easy-to-read graphical inter-phase.
Nintex
Nintex Automation Cloud, K2, RPA – When your business needs for forms and automation aren’t necessarily completely tied to a Microsoft platform, Nintex offers a generous suite for automation platforms that also integrate with the Microsoft suite. Nintex Workflow Cloud (Automation Cloud) – provides a very capable platform for forms and automation that is completely independent from other platforms and directly integrates with many SaaS platforms. RPA tasks can also be addresses in the Nintex suite to address those mundane business tasks.
Contact the DocPoint team at info@DocPointSolutions.com or 301.490.7725 for assistance with your workplace automation.