Enterprise Workflow

Enterprise Workflow Solutions & Expertise with SharePoint & Nintex

When it comes to Workflow Solutions, Gig Werks has an in depth understanding and expertise that includes all out of the box features and advanced capabilities of SharePoint, whether in the cloud or on-premises. With Gig Werks, clients can use forms and workflow to streamline and automate a wide variety of business processes and unlock the value of all company data with line of business integration.

Gig Werks experience in Forms and Workflow includes the support of mobility and anywhere, anytime access. Through the independent software solutions we represent, Gig Werks has expertise in delivering workflow solutions that can be easily used and interacted with from any mobile device which helps boost efficiency, ease of use and user adoption.

Contact us with any questions or inquiries. We look forward to hearing from you.

With Workflows and Line of Business Integration You Can:

  • Automate business processes and routine paper driven activities
  • Breathe new life into legacy applications and systems
    • Present line-of-business (LOB) applications within SharePoint webpages
    • Bring together data from multiple LOB systems to create integrated applications in SharePoint
  • Rapidly Create SharePoint Solutions Without Code
    • With templates and point-and-click tools such as SharePoint Designer users can create and customize workflows and web pages easily.
  • Unlock the Value of Your Company’s Data
    • Securely access your information in one easy-to-find place.
  • Maintain Control over End-User Solutions
    • Centralize Access databases and Excel workbooks and deploy them from SharePoint
    • Control access to company data
    • Create safe sandbox solutions to ensure the health of the platform
    • Save time and focus on strategic IT priorities
  • And More...

Line of Business Integration

The ability to pull data from multiple line of business systems into SharePoint allows organizations to take full advantage of the multitude of features available that can integrate, manipulate, and present this data. Gig Werks has deep experience and expertise integrating different business systems into SharePoint including CRM, Deltek, Microsoft AX, Oracle, iManage, QuickBooks and any system that uses a SQL database. With Gig Werks expertise across all aspects of SharePoint, customers are able to use this data for business intelligence reporting, search, workflow and content management while working in one system and maximizing return on investment.

Watch Video Demonstrations:

Out-of-the-Box SharePoint Workflow types include:

  • Approval (route a document or item for approval or rejection)
    • An Approval workflow routes a document or other item to designated people for their approval or rejection. You can also use an Approval workflow to control content approval in a list or library.
  • Collect Feedback (route a document or item for feedback)
    • A Collect Feedback workflow routes a document or other item to designated people for their feedback. The Collect Feedback workflow consolidates all of the feedback from participants for the workflow owner and provides a record of the review process.
  • Collect Signatures (route a document, workbook, or form for digital signatures)
    • The Collect Signatures workflow routes a Microsoft Office document to designated people for their digital signatures. Note that the Collect Signatures workflow functions only with Word documents, Excel workbooks, and InfoPath forms.
  • Three-State (track an issue, project, or task through three states or phases)
    • The Three-state workflow is designed to track the status of a list item through three states (phases). It can be used to manage business processes that require organizations to track a high volume of issues or items — customer support issues, sales leads, or project tasks, for example.
    • With each transition between states, the workflow assigns a task to a person and sends that person an e-mail alert about the task. When this task is completed, the workflow updates the status of the item and progresses to the next state. The Three-state workflow is designed to work with the Issue Tracking list template, but it can be used with any list that contains a Choice column that has three or more values.
  • Publishing Approval (automate content routing for review and approval)
    • A publishing approval workflow is similar to other SharePoint workflows in that it automates the routing of content to subject matter experts and stakeholders for review and approval. What makes the publishing approval workflow unique is that it’s designed specifically for publishing sites where the publishing of new and updated web pages is tightly controlled. In these kinds of sites, no new content can be published until it has been approved by every approver in the workflow.

Advanced Workflows with SharePoint and Nintex

Nintex Workflow adds a drag-and-drop workflow designer, connectivity and advanced workflow features to the Microsoft SharePoint platform. Business users and IT Professionals alike will be empowered to quickly and easily automate business processes; from a simple leave approval request, to complex integration across external applications, cloud services and data sources.

Nintex Installation, Configuration and Training Workshop

The Nintex Quick Start from Gig Werks is designed to help clients get the product up and running and gain a better understanding of what the product can do as they begin formal projects and planning. The Training and Workshop can be customizable and fine-tuned to deliver content and instruction in the context of the institutions key drivers for adoption of Nintex and SharePoint.

Learn More: Nintex Installation, Configuration and Training Workshop

Advanced Compliance Workflows with Nintex

With the exorbitant amount of regulations placed on organizations today, there is an increased need to keep secure and compliant data. With SharePoint and the new solutions from Nintex, you can easily transform key business processes into automated workflows and help protect your organization from unwanted legal issues and that data distribution and activities meet all regulatory requirements including auditing by the SEC.

These workflow solutions include:

  • Compliance Approval Workflow – Marketing materials, documentation and reports are approved by the required members of the Compliance and Legal departments of the organization and provides a full audit trail of approvals.
  • Performance Approval Workflow – Confirms accuracy and approval of data and statistics inside a particular performance report or portfolio before distribution.
  • Pre-Trade Clearance Workflow – Stock trade approval or rejection from compliance department, so that all trades are made legally and avoid a conflict of interest for the organization. This workflow also provides a full audit trail of all Pre-Trade Clearance Workflow interactions.
  • Watch Demonstration: Ensure Auditability and Compliance with Advanced Workflows in SharePoint
  • Read: Pre-Trade Compliance and Financial Reporting Data Sheet

Nintex Compliance Workflows Quick Start Packages

With Gig Werks and Nintex this starter package delivers the ability to automate compliance demands,
easily produce the reports today’s firms need to have ready on and on demand and set the ground work
for your Enterprises ever changing compliance journey.

Learn More: Nintex Compliance Workflows Quick Start Packages

Automated Intelligent Document Creation Solutions with Nintex

Nintex Intelligent Document Generation solutions with Gig Werks simplifies document creation using the same data and documents you use today, transforming them into a data-driven process that accelerate sales and business results, empowering employees to do more of what they do best, quickly and easily.

Any Content, Any Source
Assemble data from across the enterprise intelligently from virtually any data source
Create Documents
Forms driven automation of document creation in Word, PDF, PowerPoint & Excel
Consistent Delivery
Drive savings, efficiency & ROI with controlled delivery with Nintex

Features and Benefits Include:

  • Reduced effort & cost of document production and template management
  • Full integration with numerous content repositories
  • Improve accuracy & compliance by eliminating risk of errors & omissions
  • Increased accountability by keeping an audit trail of all generated documents
  • Driven by the business user with minimal reliance on IT
  • Transformation of documents into data-driven processes
  • Intuitive & seamless user experience
  • On-premises delivery (installation) or Software as a Service (SaaS)
  • Rapid return on investment
  • Produce robust process governance and regulatory assurance
  • Multi-channel delivery
  • Multiple output formats

Learn More: Automated Intelligent Document Creation

Check out some of our SharePoint Workflow Webcast Videos


Contact a Gig Werks Expert