Nintex offers a platform that helps companies discover, automate, and optimize business processes.
$480
Minimum 1,000 users per user
Tallyfy
Score 8.0 out of 10
Mid-Size Companies (51-1,000 employees)
Tallyfy is designed to eliminate flowcharts and aims to focus on enabling anyone to do and track any process in the easiest possible way. This solution enables users to track the status of many processes going on at the same time - within a real-time dashboard. Examples of repeatable processes include client onboarding, customer success, guided sales and compliance checks. The vendor’s value proposition is that their solution collects valuable data about the effectiveness and…
The Nintex K2 platform is not only efficient and developer-friendly, but the support provided by the vendor is also highly commendable. The platform's ease of use and robust functionality make it a preferred choice for developers, while the vendor's exceptional support ensures smooth implementation and ongoing assistance, enhancing overall user satisfaction.
Good for customizing an onboarding process to help ensure a smooth process, and setting up a contract for electronic signature in an easier way than customizing an editable PDF and uploading it to any number of eSign platforms. I've integrated Tallyfy, using Zapier, to Webmerge and Signnow, to get the result I was looking for, but there are plenty of ways Tallyfy can be implemented.
Easily to collect data to serve any number of purposes.
We use it to collect data about our clients and to collect the data necessary to customize the contract and the customer experience.
Tallyfy Webhooks then allow us to push that data out to other platforms, etc, so I've been able to create a solution that completes the document and sends it out for electronic signature with the click of a button... once the data has been collected.
Create drop-downs, radio selections, checkboxes, short and long text paragraphs, etc. Even uploading documents and saving them directly to your favorite cloud storage, such as Drive or Dropbox.
Manage the process from one team member to the next, depending on responsibility.
Difficult to fix flows that are in process (such as re-assigning a task for someone that is OOO or has left the company).
Nintex support team does not have resolution SLAs (only acknowledgment SLAs). Occasionally this has led to key issues taking weeks to resolve.
The number of integrations available is impressive, however, sometimes key methods are not available within an integration. This has been improving significantly in the past 2 years as the platform has matured.
I'd like more control over the view. For example, some way to condense the view so that more data can be seen at once. Currently, in my opinion, it is just a little too large or blown up, but this may be a petty request.
Renewal is mainly on the fact that Nintex is so widely used and it would be impossible to migrate all of these existing workflows to another engine. Third-party lock-in within SharePoint is pretty strong, which makes it difficult to move to something else. Our Nintex database is well-over 100 GBs. Nintex email support is very good, and I've been impressed. The Community however is non-existent and filled with unanswered questions.
Nintex Workflow does exactly what it is advertised to do: make workflow development fast and easy. It doesn't provide very much new functionality, but it isn't really supposed to. When I am working with a client on a SharePoint project, I am always happy if I hear that they use Nintex Workflow, as it makes workflows much easier.
The Nintex Process Platform has never crashed or had any availability issues during my usage. However there was an issue that was of my own making that caused a slowdown of the system. I had set up a process to run once a day and check for employees on a list that had certain parameters selected, and for some reason that I had to troubleshoot, the process instead ran constantly, which filled the cache quickly. I ended up having to dismantle that process so the system didn't crash.
Unlike any other process automation product out there. Not only is it a low-code, easy to use tool for building processes in environments like SharePoint or Salesforce, they have really started to expand their tool-set by offering tools to manage other things like process mapping, RPA, mobile,etc.
The support team works as fast as they can and they are usually fast to solver the issues. Sometimes they need more time to solve one of them because our workflows and so on are more complex than usual clients.
I used the Nintex training software, it was easy to watch and follow along. It didn't go too fast and was descriptive enough to understand what the steps needed were in order to produce efficient workflows and user friendly forms.
1.Start with Simple Workflows: Begin with basic workflows to gain user confidence before tackling complex processes. 2.Involve Stakeholders Early: Engage business users and IT early to align workflows with real business needs. 3.Comprehensive Training: Invest in user training to ensure smooth adoption and reduce resistance. 4.Leverage Prebuilt Templates: Use Nintex’s templates to speed up implementation and maintain consistency. 5.Iterate and Optimize: Continuously improve workflows based on user feedback and performance metrics.
I was not part of selecting Nintex, but I think Nintex does a better job of generating linear flowcharts vs. Microsoft Visio because it automates the majority of the process of creating process maps. (Microsoft Visio is better for creating flowcharts that are not linear. because it is less automated and more flexible.)
The scalability is really bottlenecked by the imagination of the user. I was able to make processes for my own personal usage, making my daily tasks easier. I was also able to make processes that affected hundreds of employees, making large standardization and efficiency gains. So either way, the system is used the same way, and I was the limiting factor.
People have woken up to the amount of overlap after mapping their processes.
People can be resistant to process changes. You need to have the support from above or support from the 'business' that you are process changing to be able to see the positive impacts.
Numbers talk. if you can get a general salary figure from your HR dept to show savings for 'employee bands', then when you present reports, they will be all the richer in data.
