Author Archives: Jesse McHargue

Driving Operational Excellence: Unlocking the Power of a Business Process Improvement Center of Excellence (CoE)

Organizations are constantly striving to enhance their operational efficiency, increase productivity, and foster innovation. One highly effective strategy that can significantly contribute to achieving these objectives is the establishment of a Center of Excellence (CoE) specifically dedicated to business process improvement. A CoE focused on business processes provides a structured framework for identifying, analyzing, andContinue reading “Driving Operational Excellence: Unlocking the Power of a Business Process Improvement Center of Excellence (CoE)”

Understanding Workflow v. Robotic Process (Automation)

Automation has become a crucial aspect of the modern business world. Among the different types of automation, two that I get the most questions about are Workflow Automation (WFA) and Robotic Process Automation (RPA). While the two share some similarities, they also have differences that set them apart. In this article, I wanted to discussContinue reading “Understanding Workflow v. Robotic Process (Automation)”

Going Into Automation? Start Here Not There

We talk a lot about automation here on this site and for good reason, it is a passion of mine! However, there are certain areas that often get overlooked on the journey towards process automation that I wanted to discuss further. Just the Bullet Points I could talk about automation and everything surrounding it forContinue reading “Going Into Automation? Start Here Not There”

How To: Create Threaded Task Comments With Nintex Automation Cloud

Hey everyone, back at it again with a quick “How To” guide for Nintex Automation Cloud. This time we are going to focus in on creating threaded task comments so that task approvers can see previous comments in a single view. This comes in handy for a variety of reasons and is something that manyContinue reading “How To: Create Threaded Task Comments With Nintex Automation Cloud”

How To: Repeating Section Data to Excel with Nintex Workflow Cloud

Trying something different this time around and making a video walkthrough, so if you do not want to read, jump to the end and check out the video. I want to make more videos of these solution walkthrough and if you find them useful or helpful, let me know! There are certainly multiple ways toContinue reading “How To: Repeating Section Data to Excel with Nintex Workflow Cloud”

Use Case: Go Back or Skip Stages Using Branch By Stage in Nintex Workflow Cloud

There are plenty of reasons why we would want to skip branches or even go back to a previous one in a Branch By Stage action within Nintex Workflow Cloud. Everything from approvals that need to go directly to an executive to scenarios where more data is required in order to move forward. What everContinue reading “Use Case: Go Back or Skip Stages Using Branch By Stage in Nintex Workflow Cloud”

There & Back Again: Google to Microsoft with Nintex Workflow Cloud

When it comes to Nintex workflow, many times the first thought is “Microsoft”. And while this is certainly still common, there has always been the ability to go a different direction when leveraging the power of the Nintex platform, especially Nintex Workflow Cloud. Within Nintex Workflow Cloud there are a multitude of connectors ranging fromContinue reading “There & Back Again: Google to Microsoft with Nintex Workflow Cloud”

Use Case: Extract Excel Data in Nintex Workflow Cloud

I had a specific use case come up with a prospect recently around pulling data from an Excel workbook. The data needed to be validated against the data that they had in their records. Using Nintex Workflow Cloud, we were able to upload an Excel file into OneDrive and then pull data from that fileContinue reading “Use Case: Extract Excel Data in Nintex Workflow Cloud”