Minneapolis Nintex Consulting and Training

Clients choose Meritide’s expert Nintex Workflow development consultants to help streamline processes because of our deep SharePoint knowledge, business process expertise, and system integration capabilities. And we’re local in the Twin Cities.

Nintex Partner - Meritide MN

Nintex is a codeless workflow platform to automate and improve business processes

It’s been great working with Meritide: as SharePoint and Nintex newcomers, we’ve appreciated their support and expertise. They’ve been very flexible and willing to tailor their support to our needs.

Meritide provides flexible Nintex and business process consulting services to fit your budget and culture

System Integration with Nintex

We can help you provide new capabilities to your organization by integrating SharePoint with other systems. Integration is a key strategy to increase the return on existing investments – with added benefits of reducing the headache, redundancy, and chance for human when manually typing information.

Common integrations

  • CRM systems
  • IT service desk systems
  • HR systems
  • Finance/accounting, and more!

Solution Design and Implementation

Meritide can collaborate with your team to design and implement streamlined business processes. Our approach is to first identify the business problem before applying technology. We help clients to ensure they have a firm understanding of both the business and technical requirements, follow an iterative design approach to prove out capabilities, and gain consensus from key stakeholders.

Process Methodology

  • Design workshop
  • Elaboration
  • Construction
  • Transition
  • Go Live

Workflow and Forms Training

Do you have Nintex but aren’t sure how to utilize it? Are you considering purchasing Nintex for your organization and jump start your development efforts? For Minneapolis area clients Meritide can provide classroom-style Nintex training at your office based on your unique needs. Ask about free training opportunities with the purchase of new Nintex licenses or consulting services!

Tailored content

  • Intro to SharePoint and Nintex toolset
  • Creating basic workflows and forms
  • Power user features and use cases
  • Administrator and “black box” capabilities
  • Integrations

Peer Mentoring for Your Staff

Meritide’s Nintex peer mentoring services enable clients around the Twin Cities metro area to own the solution development while keeping costs down, and at the same time receive best practices guidance from our SharePoint and Nintex experts. This service is terrific for hands-on learning that applies Nintex’ capabilities to your actual solution, where we can augment the role of your SharePoint administrators and power users.

Your needs

  • Session-based; on-site or remote
  • One-on-one or small group
  • Business and technical requirements
  • Iterative proof-of-concept design
  • Full solution design support

Free 1/2 Day Nintex Design Workshop*

*Call for details on this $700+ value! See how you can collaborate with a Meritide expert for best practice Nintex workflow design and training.

Why Nintex and Meritide for SharePoint workflow design?

Start Easily, Scale Quickly

With Nintex, you can tackle everything from basic business functions to company-wide processes with a few simple clicks – not code. Get up and running quickly, automating everyday processes like requesting reviews and approvals, routing tasks and collaborating on documents. Build powerful, enterprise-wide workflow solutions that are mobile, social and cloud-enabled without breaking your budget.

Drag. Drop. Done.

Your SharePoint users can build entire workflows in hours through an intuitive, browser-based, drag-and-drop workflow designer. Share and align business processes across teams with reusable templates and modules. Reduce IT burden, gain efficiency and reduce processing costs. Build custom forms in SharePoint.

Forms made easy

Build and customize forms in a simple, point-and-click format with Nintex Forms for SharePoint. Nintex Forms automatically generates the forms and fields you need, then allows you to alter them for your specific data requirements. Securely create forms for specific devices with Nintex Mobile apps.

Tight SharePoint Integration

Nintex Workflow for SharePoint helps you get the most out of your existing SharePoint investment, while avoiding additional infrastructure and client software costs. Simple to deploy and manage; ribbon interface; Business Connectivity Services (BCS); Excel services; reusable, site, list, and content type workflows; document sets.

Key Features

Nintex Workflow for SharePoint gives you the out-of-the-box capabilities you need to automate core business processes so you can make immediate impact on productivity of your whole business. Schedule and time workflows to create repeatable processes. Delegate workflow tasks to users, direct or scheduled. Deliver workflow notifications using email, instant messenger, and SMS. Annotate and print process diagrams.

Cloud features

With access to a catalog of cloud services, Nintex Connectors bring your organization’s technology investments together. Extend the reach of your workflows to new platforms and cloud services. Create automated processes that reflect your business by connecting your line of business applications from SAP, Workday, Salesforce.com and otheres with your workflows. Upload, download and search popular cloud storage repositories like OneDrive, Box, Dropbox and Google Drive.

Meritide Helps Local MN Organizations Utilize Nintex

Business Data Connectivity

Nintex Workflow can query the SharePoint Business Data Catalog (BDC) to retrieve data from line of business applications and external databases. It can also connect to SharePoint Business Connectivity Services (BCS) to read and write data to external data sources.

Workflow Reporting

Workflow statistics are available on each workflow providing a holistic view of workflow performance. This includes details on average run time, total runs, amount of workflows in progress, as well as user performance, making it a crucial feature to identify bottlenecks in business processes.

Microsoft Dynamics CRM Integration

Workflow actions to create, delete, and update data in Microsoft Dynamics CRM software.

Word Services

Workflow actions to manipulate Word documents via Word Services. Allows server based document construction, form field updates, and document conversion to PDF and other formats.

Excel Services

Excel worksheet models can be executed and used by workflows. Excel Services for SharePoint Server can expose calculation models and spreadsheet data via a SOAP Web service. This workflow action makes it easy for users to provide inputs and read results from worksheets.

SharePoint Records Management Integration

Workflows can submit documents to SharePoint Server record center sites, allowing for workflows to help manage content development throughout their entire life cycle, all with an easy user interface and with minimal complexity exposed to users.

Exchange Server Integration

Integration Workflow actions to create Outlook tasks and appointments and retrieve suggested meeting times. For example, a leave approval workflow could add the approved leave to the applicant’s and their manager’s calendars. Because the Exchange Server web service APIs are used, this method is also suited to various on-premise, hosted, and hybrid architectures.


Execute queries against SharePoint Server’s enterprise search engine and incorporate the results into workflows. This works with both full-text and property based queries.

Request a free Nintex demo with a Meritide expert

Get your Nintex work flowing with Meritide today!