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Any other Credit Unions, Banks or Financial Institution using Nintex Process Manager?

  • February 13, 2025
  • 0 replies
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Happy2BeHere
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Good afternoon!

 

I was hoping to identify a user group of Credit Union, FI/Bank BPM team members who may be able to share some trials, tribulations and use cases.

 

Are you using APQC as a framework or any other frameworks?

 

How do your groups look?

Do you still use the numbering system and the nomenclature provided by APQC?

If you are an APQC member, what sort of value have you gotten from that relationship?

How do your end users correlate their process groups with their business units for areas like 4 & 5?

 

Do you use Nintex as a Knowledge Base/Asset Repository or some other Document Management System/Knowledge Management System?

 

Is anyone using Sharepoint and are you matching the structure of APQC in your folders or Doc Libraries there? One spot for everything or do departments/business units get to have their own site where their relevant documents/artifacts are kept? How do you handle governance in these situations?

 

 Is anyone incorporating change management into their BPM work?

 

What are some ways you are handling exceptions and process variations within Nintex?

 

I would love to get some conversation going and identify process champions with similar situations to see if maybe we can help each other!

 

I probably have 100 more questions I could speculate on as a newcomer to Process work and Nintex.

 

Thank you

 

James

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