Process Manager

Has anyone used Promapp for their front office customer service calls?

Hi. We have various offices and brands under our organizaton. There are some roles that could have the same responisibilities but different job titles according to locations. For example we have Administraton Assistants as well as Administration Officers. What would be the best way to create roles to keep things streamlined? Would it be a good idea to assign two roles to each person? For example Staff A performs administrative duties so we would assign the above two mentioned roles to the same person. Any ideas? Thanks

What are the best ways to make processes more 'consumable' for front line staff?

Hi there We use links embedded in our Sharepoint Intranet page to Promapp processes but notice when we update the Promapp, it doesn't automatically update on Sharepoint, as in when you click the link within Sharepoint, it reverts to the Historical version and not the most current - does anyone know a way around that?Thanks in advance..

What is required to be successful with Nintex Promapp? How do you realise your strategic direction?  The Elements of Success have been developed by the Customer Success Team here at Nintex Promapp and they cover a number of different areas which aid the ongoing success of Nintex Promapp. Keep in mind that it is not necessary to have every element completely covered but rather shed some light on an area you may have neglected in the past. The Elements of Success PDf can be found here:https://nintexmarketing.box.com/s/ge95ch5ye8psqzhxiodia47uyklme06q There are playbooks to go along with the elements which dive deeper into the specific topics.  We are still developing these playbooks so keep an eye on this forum to see any updates.

I have a requirement I don't manage to solve.The RACI is defined at the process level. My customer'ld like to define it at task level.One way to do it  would be to define subprocesses (with RACI) and then to link them in the designer.  Is there another simpler way to define RACI at task level?

I found an option in the admin menu"Enable process import from third party tools (Visio, iGrafx) (Default: Off)" which (to my understanding) should mean that visio import should be possible. :) I can't find it in the interface. Someone can enlight me?

What format should a process improvement forum follow? Who should be involved and what content should be covered in these sessions?

Has anyone successfully used a process charter in their organization to engage key staff with managing and improving their processes in Nintex Promapp? Does such a strategic document help to bolster process governance?

I have created an improvement form to handle feedback items through the improvements register function and have submitted my first ticket.The email notification has been sent to a number of people.I'm having trouble understanding why these people have been notified about this ticket. I've Checked:RACI - They are not listed on the process RACITicket Stakeholders - They are not listed as 'Portfolio Manager'/'Editors' on the ticket Could anyone advise the reason these people are notified and how to amend this accross the portfolio. 

Should company policies be maintained in Word documents or PDF's saved outside of Nintex Promapp or should we use Policy Mode?

We are developing a Proof-Of-Concept Process Map using Promapp for law firms which provide Immigration law services. In starting a Process Map project from scratch, what are some best practice or reference documents/templates/checklist that one can use ?  

Is there a need to add reference numbers for our documents in Promapp? Or should we use a standardised approach in document titles?

What is the best way to link documents stored in TRIM to Promapp?

What is the best way to maintain our documents with Promapp. Should we store our documents in Promapp and use it as a LMS or should we link our documents from an external source?

Which business unit/directorate should undertake the management of Promapp?

How should we organise our process group struture specifically for Health and Safety?

What is the best route to take when mapping an entire organisations processes. Should this be done by department/business unit or should this follow a service based structure and create end-to-end processes based on services?

Is there a template for a promapp charter that anyone is willing to share? Or some guidance on what to should be covered in a Promapp charter would be appreciated.

Is it possible to embed Promapp processes within TechOne? If so, how is this done?