How To Move Nintex Workflow Changes From One Environment To Another

In my previous blog post, I discussed the coaching program Nintex offers to our customers. In this mail service, I want to provide a footling more particular around content that supports one of the coaching program variants – specifically the sessions focused on migrations or upgrading.

Whether you lot are moving your workflows and forms from one example of Nintex for SharePoint on-premises to another or making the leap from SharePoint on-prem to the cloud, you are going to be faced with opportunities.

You have the ability to not only transition your SharePoint content but as well amend your business organisation processes and the applications y'all have developed using Nintex Workflows and Nintex Forms.

All moments of change present a number of choices, and these scenarios are no different. Do you spend time re-working and optimizing a business process before making a shift? Do you retire erstwhile content that is no longer used, or do you bring everything over wholesale?

To help customers that are working through these considerations, we wrote a whitepaper designed to guide teams through conclusion points and formulate a strategic approach to migrating or upgrading Nintex Workflows.

Migrating with a reliable coaching program

Our cloud migration whitepaper, and the additional resources located on the Nintex Community'southward migration-center, act as a support structure for our new Migration Coaching Program. Every bit a variant of our overall coaching program, the Migration Coaching Program provides customers with a free coaching call aimed at proactive support for all customers who are at the initial planning stages, or partway through a migration of their Nintex content.

Prior to launching this coaching program, we handled issues related to migrations reactively as they came upwards through our back up system. Now with the new program in place, we have a fix of highly qualified back up engineers providing upward-front guidance to assistance our customers before whatsoever of the potential issues that we've seen over the concluding few years arise.

Here are a few insights we take learned:

1. Many customers assume they can only transition workflows and forms from on-bounds environments to the cloud without any type of refactoring. This is not the example. With more guidance on the migration process and how workflows might demand to be updated in the deject, customers can spend less time trying to troubleshoot old workflows and more than time focused on solving new concern issues.
2. To provide our customers with more than self-help resources, we accept developed several new avails specifically aimed at helping with the journey to the deject:

• • Cloud migration white paper
  • Nintex University content for all-time practices effectually migrating to the cloud
  • Our path to the cloud webinar series

3. Customers who are not familiar with the migration process were struggling with on-prem to on-prem migrations. To assistance these customers, we now deliver step-by-step guidance tailored to customer needs and objectives. Our coaches ensure that the customers are enlightened of possible challenges and how long specific tasks might take to complete.

Taking advantage of our Migration Coaching Plan

We take received some incredible feedback from customers who accept already taken advantage of the new coaching programs.

I customer was new to the Nintex Platform and felt the proactive session was invaluable. Their session gave them a high-level overview of the migration process and pointed them to supporting documentation to assist them in building a plan for success.

Another customer asked about migrating workflow schedules, as the underlying configuration database in their environs was not also being migrated. While this presented a more complex requirement, the coaching team was able to provide a plausible method besides every bit a "safer" culling. In the end, the client was very pleased to have both options to piece of work with.

Finally, one customer wanted to use multiple migration methods that would have been potentially redundant and resulted in a lot of complicated work. Ane of our coaches presented a quick demo of the differences betwixt the 2 approaches, noting that one was more than thorough while the other might require less piece of work. With more than perspective on the alternatives, the client was able to make a more data-driven determination and move forward with their project.

A migration project is nigh always going to be filled with complexities due to the varying needs of the business. It is for this very reason that nosotros have formed our migration coaching team here at Nintex and filled it with skilled team members around the globe. Each successful engagement allows us to improve our self-help resource, which can and so be shared back with our customers to make the Nintex customs even more than successful.

If you lot are staring downwards the path of a migration project with Nintex, I highly recommend yous give this program a try.

Interested in learning more about Nintex Workflow Cloud and how it can aid your organization accomplish more? Click here to request a free trial.

Nintex CCO, Josh Waldo, has 20-plus years of experience leading teams beyond customer success, customer support, production marketing, field marketing and partner marketing & programs at leading organizations that include Nintex, Microsoft, and Oracle.

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Source: https://www.nintex.com/blog/get-a-helping-hand-to-migrate-your-workflows-and-forms/

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