Turn Strategy into Resilient, Efficient and Modern Operations
We help organisations align strategy, value streams and processes to deliver clear outcomes and prioritised automation.
Delivered through the REMO Approach, we bring structure, ownership and clarity to process management, enabling organisations to translate strategy into resilient, efficient and modern operations while supporting growth and meeting regulatory obligations.This approach provides leadership teams with clear, sequenced execution pathways.
Looking to align strategy, value streams and process priorities in your organisation?
REMO Approach
Resilient, Efficient and Modern Operations
REMO is a structured approach that enables organisations to translate strategy into resilient, efficient and modern operations.Many organisations struggle with fragmented processes, unclear ownership, increasing compliance obligations and inconsistent ways of working. As a result, improvement initiatives become difficult to prioritise and automation efforts fail to deliver their full value.REMO connects strategy, governance, processes and technology to enable consistent execution and measurable outcomes.The approach progresses through four connected stages, from defining strategic foundations to sustaining process management and continuous improvement over time.Organisations can engage at any stage based on their priorities. While the approach follows a natural progression, each stage delivers value independently.
Foundations
Define Strategic Foundations
Strategy and priorities
Governance
Establish Process Governance
Governance, ownership and operating frameworks
Design
Design Business Processes
Process design and standardisation
Sustain
Sustain Process Management
Continuous improvement and optimisation
Our Services
Buena Consulting offers outcome-based service packages delivered through short-term, fixed-price engagements to help organisations translate strategy into resilient, efficient and modern operations.Services can be delivered independently or combined, depending on your organisation’s priorities.
REMO-01
Foundations
Strategy and priorities
Define operational objectives aligned to resilient and efficient outcomes, assess automation readiness, and prioritise initiatives through a clear improvement and automation roadmap.
REMO-02
Governance
Governance and ownership frameworks
Establish governance structures, define ownership and implement frameworks to manage processes consistently across the organisation.
REMO-03
Design
Process design and standardisation
Design and standardise business processes to improve efficiency and enable automation readiness.
REMO-04
Sustain
Continuous improvement and optimisation
Embed continuous improvement practices to sustain performance and drive ongoing optimisation.
About Buena Consulting
Simplify. Align. Impact.
Buena Consulting is a boutique consultancy helping values-driven organisations translate strategy into resilient, efficient and modern operations, across Australia and internationally.
Through the REMO Approach, we help leaders align strategy, governance, processes and technology to strengthen ownership and enable consistent execution.Our work is grounded in business architecture and process management best practices, informed by recognised global standards and regulatory frameworks, including APQC PCF, O-BA, APEX GBS, and APRA CPS 230.This enables organisations to build strong foundations for resilient, efficient and continuously improving operations.
Follow Buena Consulting on LinkedIn for ideas and perspectives on strategy execution, resilient operations and evolving ways of working.
Independent Consultant | Founder
Waleria Bueno is the founder of Buena Consulting and an independent consultant with more than four decades of experience in business architecture and process management.She helps organisations align strategy, processes and governance to deliver resilient, efficient and modern operations.Her work focuses on helping leadership teams to connect strategy with how work is executed across the organisation, establishing clarity, ownership and consistent execution.Waleria combines recognised global best practices and standards with structured methods and a practical, people-centred consulting approach to deliver measurable results.She has delivered engagements across financial services, government, education, retail and manufacturing in Australia and New Zealand.Her work is anchored in the REMO Approach, helping organisations translate strategy into resilient, efficient and continuously evolving operations.Certifications include Certified Business Architect (CBA), TOGAF, PMP and Nintex Process Manager.
Technology & Delivery Partnerships
Buena Consulting partners with selected technology providers to support the delivery of the REMO Approach, eenabling organisations to implement, embed and sustain effective process management and deliver resilient, efficient and modern operations at scale.
Certified Nintex Partner
Platform for managing and improving business processes at scale.
Implementation and enablement services for Nintex Process Manager, helping organisations establish governance, define roles and embed process management at scale.
Nintex Process Manager implementation
Process management training
Process mapping support
Jibility - Strategic Partner
Structured approach to connect strategy, value streams and execution.
Jibility supports REMO Foundations by helping organisations connect strategic priorities to value streams, processes and initiatives through a structured planning approach.
Clarify challenges and strategic objectives
Identify priority value streams and processes
Define required changes and improvement actions
Establish a clear, sequenced roadmap
Enabling leaders to translate strategy into clear, sequenced execution pathways.
Contact Us
Start your REMO journey with a clear, structured foundation aligned to your strategic priorities and operational outcomes.
Start with REMO Foundations
Prefer to get in touch directly?
+61 2 4044 3888
Tell us a bit about your organisation, priorities and what you’re looking to achieve:
REMO-01 Foundations
Resilient, Efficient and Modern Operations
The starting point of the REMO Approach, helping leadership align strategy with value streams, processes and improvement priorities.This service clarifies how operations need to evolve to become resilient, efficient and modern.Many organisations are investing in automation and AI, yet lack clarity on which value streams and processes to prioritise, how initiatives connect to strategic outcomes, and whether operations are ready to support these changes.As a result, improvement efforts become fragmented, automation struggles to deliver value, and leadership lacks a clear view of where to focus.This service brings clarity by aligning strategy with value streams and process priorities, before organisations invest in automation or transformation.The result is clear priorities, aligned initiatives and a practical roadmap for improvement and automation.
Outcome
REMO Foundations helps organisations:
clarify resilient and efficient operations objectives
identify priority value streams and process areas
assess process, automation and AI readiness
develop a practical, prioritised implementation roadmap
Designed for
REMO Foundations is designed for leadership teams seeking clarity on how strategy translates into operational execution.
CEOs, COOs and executive teams aligning strategy, value streams, processes and improvement priorities
CIOs and CTOs introducing automation and AI without a clear view of operational readiness
CFOs and transformation leaders accountable for delivering measurable value from improvement initiatives
Organisations experiencing fragmented improvement efforts with limited or inconsistent results
Many organisations reach a point where automation, AI and improvement initiatives are progressing, but without a clear understanding of:
which value streams and processes to prioritise
whether operations are ready for automation
how initiatives connect to strategic outcomes and measurable value
This service provides the clarity needed to move forward with confidence.
How the Engagement Works
REMO Foundations is delivered as a short, outcome-based engagement designed to clarify operational priorities and establish a clear improvement and automation direction.The engagement typically includes:
Leadership conversations to understand strategic priorities, challenges and desired outcomes
High-level assessment of value streams and process areas to identify priorities and improvement opportunities
Identification of key process categories and hotspots to focus improvement and automation efforts
Development of a practical roadmap aligning strategy, value streams, processes and initiatives
The engagement is:
Outcome-based, focused on producing clear operational priorities and a practical improvement roadmap
Fixed-price, providing clarity and predictability for leadership teams
Delivered through structured conversations and working sessions, supported by targeted analysis and defined deliverables
Delivered remotely, enabling efficient collaboration with organisations across Australia, New Zealand and internationally
The outcome is a clear view of how strategy translates into operational priorities, supported by a structured roadmap guiding future process, automation and transformation investments.
Engagements are governed by Buena Consulting’s Terms of Service.
Ready to align strategy, value streams and process priorities?
Start with a short discovery conversation to clarify how your strategy translates into resilient, efficient and compliant operations, and whether REMO Foundations is the right starting point for your organisation.
Rise Process Management
The Rise Process Management service line provides a structured pathway to strengthen governance, clarify strategy, and build sustainable process capability. Grounded in the Rise Journey, each package aligns to a defined stage of maturity and delivers measurable, outcome-driven results.
Foundation
RISE-PM-01: Process Management Maturity & Strategy Alignment
Building
RISE-PM-02: Process Architecture & Ownership Design
Performing
RISE-PM-03: Process Design & Role Enablement
Rising
RISE-PM-04: Journey Support & Innovation
Foundation
RISE-PM-01: Process Management Maturity & Strategy Alignment
Clarify maturity, align priorities, and define a practical roadmap.
Outcome
Executive alignment on process management priorities, supported by a tailored roadmap and practical next steps.
Designed for
Executives who need visibility and direction to reset or refocus their process strategy.
Building
RISE-PM-02: Process Architecture & Ownership Design
Establish clear governance and ownership for consistent performance.
Outcome
Defined ownership model and scalable governance structures that ensure accountability and sustainable performance.
Designed for
Managers seeking to strengthen accountability and embed clear responsibilities for process success.
Performing
RISE-PM-03: Process Design & Role Enablement
Standardise processes and enable roles for accountability and adoption.
Outcome
Documented and standardised processes with enabled process roles, improving consistency and adoption across teams.
Designed for
Process champions and teams needing practical support to document, publish, and embed priority processes.
Rising
RISE-PM-04: Journey Support & Innovation
Embed continuous improvement and sustain resilience and growth through innovation.
Outcome
A culture of continuous improvement and innovation, embedding agility and resilience organisation-wide.
Designed for
Leaders aiming to sustain momentum, embed innovation, and extend capability beyond the initial rollout.
Knowledge Hub
Insights and resources on process management, business architecture, and strategy execution. Learn how Buena Consulting helps leaders build sustainable process management capability, align strategy with execution, and maximise value from Nintex Process Manager and Workflow Automation.
Order vs. Chaos: How Process Management Enables Agility
Discover how structured process management provides the stability teams need to adapt quickly, reduce complexity, and respond confidently to change.
How Business Architecture Unlocks the Full Potential of AI Transformations
Learn how business architecture provides a foundation for AI transformations by focusing on strategic alignment, capabilities, and information mapping.
Reverse Logistics and the Circular Economy: Centering People in Sustainability
Explore how reverse logistics plays a critical role in building sustainable business models within the circular economy. This article highlights the importance of centering people, collaboration, and innovation in sustainability efforts, ensuring long-term impact.
Nintex Enablement | Session Catalogue
This catalogue provides an overview of Buena Consulting’s enablement sessions for Nintex Process Manager and related add-ons. Sessions are selected based on organisational needs, priorities, and licence configuration.
Process Manager
Core enablement sessions covering governance, process editor training, system administration, and adoption of Nintex Process Manager.
Risk and Compliance Management
Enablement sessions for the Risk add-on, including framework setup, risk management practices, and role-based training.
Improvement Management
Sessions focused on setting up and managing the Improvement add-on to support continuous improvement initiatives.
Training and Onboarding
Enablement sessions for configuring and using the Training and Onboarding add-on to assign and track learning.
Process Manager Health Check
Health Check sessions to assess your current Process Manager implementation and define clear next steps.
Nintex Process Manager | Session Catalogue
This page lists the standard Buena Consulting sessions for Nintex Process Manager enablement. Sessions are selected and sequenced based on your organisation’s priorities, maturity, and licence configuration.They are delivered through Buena Consulting’s structured session catalogue and are aligned with Nintex Process Manager enablement guidance, helping organisations establish clear governance, consistent documentation practices, and sustainable process management capabilities.
Audience
Refer to the roles and responsibilities document that outlines who should attend training and the audience for each session according to the Nintex RVPt agenda.
Session Summary
PM-01 | Process Manager Customer Enablement Kick-off
PM-02 | An Introduction to Process Governance
PM-03 | Define Foundation Strategic Documents
PM-04 | Build Your Process Manager Site – Part A
PM-05 | Build Your Process Manager Site – Part B
PM-06 | Process Editors | Basics and Navigation
PM-07 | Process Editors | Create and Edit a Process
PM-08 | Process Editors | Good Writing Techniques
PM-09 | Process Editors | Tags, Timeframes and Costs
PM-10 | Process Editors | Nintex-led Process Workshop
PM-11 | Process Editors | Presentation and Feedback
PM-12 | Process Editors | Advanced Product Features
PM-13 | System Admin | The Core Role of the Promaster
PM-14 | System Admin | Process Variation & Approval
PM-15 | The role of the Process Group Champion
PM-01 | Process Manager Customer Enablement Kick-off
Duration
1 hour
Who needs to attend
Key stakeholders
Project team
Topics Covered
Your drivers and the nature of your strategic vision
Understand the organisation’s drivers and the nature of the strategic vision for process management.
Initial process priorities
Identify initial process priorities and areas of focus for enablement.
Training methodology and scheduling
Overview of the training methodology, sequencing of sessions, and scheduling agreement.
PM-02 | An Introduction to Process Governance
Duration
1.5 hour
Who needs to attend
Executive Sponsor
Lead Process Champions
Key stakeholders
Topics Covered
Introducing features and outcomes of good process governance
An overview of what effective process governance enables across the organisation.
Operational Excellence
Understanding how process governance supports operational performance and consistency.
Elements of Success
Exploring the key elements required to sustain a successful process-driven organisation.
Structured Process Governance
Introduction to a structured approach to process governance.
Questions
Open discussion and questions.
PM-03 | Define Foundation Strategic Documents
Duration
1 hour
Who needs to attend
Lead Process Champions
Topics Covered
Consider a Process Charter
Look at the value of having defined strategic objectives into a document for reference by Management and the Business.
Formalize a Process Management Framework
It will identify the various stages of process management and identify key stakeholders that need to be engaged at each stage.
Define a process writing rulebook
It will consider good and clear writing, policies in the business that need to be adhered to, and system requirements specific to good process creation.
Introduce deployment and communication plan
Understand the importance of communication of the vision, the training, and how Process Manager will be deployed across your organisation.
PM-04 | Build Your Process Manager Site – Part A
Duration
1.5 hours
Who needs to attend
Lead Process Champions
Topics Covered
Define a good process group structure
Design a process group structure that supports effective process management.
Introducing Process Manager roles
Introduce Process Manager roles and responsibilities.
Integration with other systems
Consider integration with other systems such as intranets and document management solutions.
PM-05 | Build Your Process Manager Site – Part B
Duration
1.5 hours
Who needs to attend
Lead Process Champions
Topics Covered
Introducing Process Manager add-on products
High-level introduction to Process Approval and Process Variation add-ons.
Add-on role responsibilities and setup requirements
Understand roles, responsibilities, and setup requirements for add-on products.
Review critical configurations
Review and confirm critical configuration settings within Process Manager.
PM-06 | Process Editors | Basics and Navigation
Duration
1 hour
Who needs to attend
Lead Process Champions
Process Editors
Topics Covered
Introduction to Process Manager
Become familiar with the Process Manager interface and layout.
Navigation and finding processes
Learn how to navigate the platform and locate processes.
Feedback and notifications
Understand how to provide feedback and manage notifications.
PM-07 | Process Editors | Create and Edit a Process
Duration
2 hours
Who needs to attend
Process Editors
Topics Covered
Learn to create a process
Hands-on learning to create a process in Process Manager.
Process editing and maintenance
Understand how to edit and maintain process content.
Practical exercise
Complete a guided process creation exercise.
PM-08 | Process Editors | Good Writing Techniques
Duration
2 hours
Who needs to attend
Process Editors
Topics Covered
Learn to write great processes that engage users
Focus on writing techniques that improve clarity and engagement.
Converting complex or poorly written processes
Apply writing techniques to improve existing process documentation.
Writing consistency and structure
Understand how to create consistent and well-structured processes.
PM-09 | Process Editors | Tags, Timeframes and Costs
Duration
1 hour
Who needs to attend
Process Editors
Topics Covered
Introducing process linking
Understand the options for linking processes.
Process tagging
Learn how to apply tags to improve accessibility and reporting.
Use timeframes and calculate process costs
Apply timeframes and calculate process costs within Process Manager.
PM-10 | Process Editors | Nintex-led Process Workshop
Duration
2 hours
Who needs to attend
Process Editors
Key stakeholders
SMEs as required
Topics Covered
Nintex-moderated process workshopping exercise
Facilitated workshop led by Nintex to capture a process.
Process selection guidance
Select a low to medium complexity process for the workshop.
SME involvement
Engage subject matter experts to support accurate process capture.
Intended successful outcome
Agree a standardised process flow and create the process in Process Manager.
PM-11 | Process Editors | Presentation and Feedback
Duration
2 hours
Who needs to attend
Lead Process Champions
Process Editors
Topics Covered
Presentation of workshopped processes
Present the processes created during the workshop.
Q&A and feedback
Facilitated discussion, questions, and feedback.
Review and alignment
Review process structure and agree on next steps.
PM-12 | Process Editors | Advanced Product Features
Duration
1 hour
Who needs to attend
Lead Process Champions
Process Editors
Topics Covered
Catch-up on challenges
Discuss challenges encountered during process capture and adoption.
Introduce Process Variant Management
Introduction to managing variations on processes.
Introduce AI Capture and AI Generator
Overview of AI-assisted process capture and generation features.
Process Checklists and Suggested Processes
Using processes as moderated checklists and suggested processes.
PM-13 | System Admin | The Core Role of the Promaster
Duration
2 hours
Who needs to attend
Lead Process Champions
Promasters
Topics Covered
The core role of the Promaster
Understand the responsibilities of the Promaster role.
System administration and maintenance
Administer and maintain the Process Manager environment.
Governance and system health
Ensure the system remains fit for purpose and well governed.
PM-14 | System Admin | Process Variation & Approval
Duration
1 hour
Who needs to attend
Lead Process Champions
Promasters
Topics Covered
Process Variant Management configuration
Configure and manage process variations.
Process Approval workflow configuration
Configure and manage approval workflows.
Add-on administration
Administer and govern add-on usage.
PM-15 | The role of the Process Group Champion
Duration
1 hour
Who needs to attend
Lead Process Champions
Process Group Champions
Topics Covered
Role of the Process Group Champion
Understand the responsibilities of the Process Group Champion.
Engagement with processes
Support process ownership and engagement across the organisation.
Rights and permissions
Understand rights and permissions available to Process Group Champions.
Session resources reference official Nintex documentation and materials where applicable.
Risk and Compliance Management | Session Catalogue
This page lists the standard Buena Consulting sessions for the Nintex Risk add-on. Sessions support the identification, assessment, and ongoing management of risk linked to business processes and organisational objectives. Sessions are selected and sequenced based on your organisation’s risk maturity, regulatory context, and Process Manager configuration.
Audience
Risk governance roles and responsibilities are defined in the Nintex Risk governance documentation. Refer to this guidance to determine appropriate attendees for each session.
Session Summary
RISK-1 | Overview and Framework Setup
RISK-2 | Overview and Management
RISK-3 | Training for Risk Control Owners
RISK-1 | Overview and Framework Setup
Duration
2 hours
Who needs to attend
Enterprise Risk Managers
Risk Team
Risk Portfolio Managers
Topics Covered
Overview of risk and compliance management
Introduction to the Risk and Compliance add-on and how risk is managed within Nintex Process Manager.
Navigation of the Risk add-on
Learn how to navigate through the Risk and Compliance add-on.
Introduce risk governance roles and access
Define governance roles and clarify who has access to the Risk and Compliance add-on.
Configure your risk framework
Define the organisational risk framework, including scoring schemes, risk ratings, portfolios, and classifications.
Add risks and treatments
Learn how to add risk items, determine treatments, and record relevant risk ratings.
RISK-2 | Overview and Management
Duration
1 hour
Who needs to attend
Risk Portfolio Managers
Risk Owners
Risk Managers
Risk Control Sign-off Nominees
Topics Covered
Understanding the risk register
Review the completed risk register and how it supports ongoing risk management.
Add risks and treatments
Learn how to add and maintain risk items and treatments within the register.
Review notifications on the dashboard
Review risk and compliance notifications and how to action required sign-offs.
Ongoing management of Risk and Compliance
Understand ongoing responsibilities, actions, and governance required to maintain risk information.
RISK-3 | Training for Risk Control Owners
Duration
1 hour
Who needs to attend
Risk Control Owners
Treatment Sign-off Stakeholders
Topics Covered
Role of the Risk Control Owner
Understand responsibilities associated with owning and managing assigned risk controls.
Managing assigned treatments
Learn how to review, update, and confirm treatments are operational and effective.
Periodic sign-off and accountability
Understand sign-off requirements and accountability for ongoing control effectiveness.
Improvement Management | Session Catalogue
This page lists the standard Buena Consulting sessions for the Nintex Improvement add-on. Sessions focus on capturing improvement opportunities, prioritising initiatives, and managing actions linked to process performance.Sessions are selected and sequenced based on your organisation’s improvement maturity, governance model, and licence configuration.
Audience
Improvement roles and responsibilities are defined in the Nintex Improvement governance and workflow documentation. Refer to this guidance to determine the appropriate attendees for each session.
Session Summary
IM-1 | Overview and Portfolio Setup
IM-2 | Overview and Management
IM-1 | Overview and Portfolio Setup
Duration
2 hours
Who needs to attend
Improvement Champions
Improvement Portfolio Managers
Topics Covered
Overview of the Improvement add-on
Introduction to the Improvement add-on, its workflow, and core features.
Improvement workflow and features
Learn how improvements progress through the workflow and how activity is monitored via registers and reports.
Build your first improvement portfolio
Configure an improvement portfolio to capture the right information and involve the appropriate stakeholders.
Portfolio design considerations
Understand how portfolios support different use cases such as incidents, audit findings, or improvement initiatives.
IM-2 | Overview and Management
Duration
1 hour
Who needs to attend
Improvement Portfolio Managers
Improvement Owners
Action Owners
Topics Covered
Navigation of the Improvement add-on
Learn how to navigate through the Improvement add-on.
Add findings, recommendations, and action plans and features
Learn how to record findings and recommendations, create action plans, and send them for approval.
Review notifications on the dashboard
Review improvement notifications and understand how to action required sign-offs.
Managing improvement lifecycle
Understand roles and responsibilities across the improvement lifecycle.
Training and Onboarding | Session Catalogue
This page lists the standard Buena Consulting sessions for the Nintex Training and Onboarding add-on. Sessions support structured onboarding, role-based learning, and ongoing capability uplift using Nintex Process Manager.Sessions are selected and sequenced based on organisational training needs, user roles, and adoption goals.
Session Summary
TO-1 | Overview | Training and Onboarding Add-on
TO-2 | Assign and Complete Training
TO-1 | Overview | Training and Onboarding Add-on
Duration
2 hours
Who needs to attend
Primary Training Managers
Training Administrators
Topics Covered
Overview of the Training and Onboarding add-on
Introduction to the Training and Onboarding add-on and its core capabilities.
Training units and competency units
Learn how training units and competency units are structured and managed.
Build your first training units
Create training units that capture the right information and involve the appropriate stakeholders.
Build onboarding templates
Create onboarding templates aligned to organisational induction and onboarding requirements.
TO-2 | Assign and Complete Training
Duration
1 hour
Who needs to attend
Training Supervisors
Trainees
Topics Covered
Navigation of the Training and Onboarding add-on
Learn how to navigate through the Training and Onboarding add-on.
Assign training and onboarding plans
Learn how to assign training units and onboarding plans to users.
Complete training and sign-off
Understand how trainees complete training and how supervisor or self sign-off is managed.
Review notifications on the dashboard
Review Training and Onboarding notifications and how to action required sign-offs.
Process Manager Health Check | Session Catalogue
This page lists the standard Buena Consulting sessions for the Nintex Process Manager Health Check. Sessions provide an objective assessment of current Process Manager usage, governance, and adoption, and support prioritised improvement planning.Sessions are selected and sequenced based on your organisation’s objectives, maturity, and areas of focus.
Session Summary
HC-1 | Planning Kick-off Session | PM Health Check
HC-2 | Audit Results
HC-3 | Next Steps or
HC-4 | Deep Dive into the Audit Recommendations
HC-1 | Planning Kick-off Session | PM Health Check
Duration
1 hour
Who needs to attend
Lead Process Champions
Key stakeholders
Topics Covered
Health Check approach and scope
Overview of the Process Manager Health Check approach.
Confirming objectives and scope
Agree on objectives, scope, and focus areas for the Health Check.
Planning information requirements
Confirm access, artefacts, and information required.
HC-2 | Audit Results
Duration
1 hour
Who needs to attend
Lead Process Champions
Key stakeholders
Topics Covered
Presentation of audit findings
Review findings from the Process Manager audit.
Observations and insights
Discuss observations identified during the Health Check.
Areas for improvement
Highlight opportunities to uplift Process Manager usage and governance.
HC-3 | Next Steps
Duration
1 hour
Who needs to attend
Lead Process Champions
Key stakeholders
Topics Covered
Recommended next steps
Review recommended actions following the Health Check.
Prioritisation and sequencing
Discuss prioritisation and sequencing of improvement activities.
Ongoing support options
Outline options for ongoing support and enablement.
HC-4 | Deep Dive into the Audit Recommendations
Duration
2 hours
Who needs to attend
Lead Process Champions
Key stakeholders
Topics Covered
Review recommendations in detail
Walk through the audit recommendations in detail to confirm intent and expected uplift.
Tailor recommendations to your environment
Adapt recommendations to match your Process Manager configuration, governance approach, and current maturity.
Confirm priorities and sequencing
Confirm what to do first, what can wait, and how to sequence actions for practical delivery.
Define owners and next actions
Agree owners, actions, and immediate next steps to progress implementation.
Focus areas for the Deep Dive
Confirm focus areas for the session, for example user and role clean-up, ownership transfer, archiving legacy content, or prioritising publishable processes.
Nintex Process Manager | Session Resources
Resources referenced during your Nintex Process Manager sessions.
This page brings together key resources and supporting materials referenced during your sessions, including links to official Nintex documentation and guidance. You do not need to review everything upfront. We will guide you on what is relevant in each session.
Session Summary
Session Resources
Nintex useful links
Session Resources
A curated list of resources referenced during your Process Manager sessions. These support session activities and next steps.
Governance Roles - Overview
Determine who should participate in training and workshops.
Process Group Structure Model - Slide deck
Begin defining your structure in Process Manager with this model guide.
Process Governance - Introduction and discussion - Slide deck
Introduces key process governance concepts and supports discussion with senior leaders and executives.
Scoping and Rollout - Planner
Plan actions and dates for your Process Manager rollout.
Process Governance Documents - Slide Deck
Reference deck covering governance concepts, roles, and decision points discussed during governance sessions.
Process Charter - Template
Defines the purpose, goals, and success measures for your process management programme. Supports senior leaders in tracking progress and understanding value.
Process Management Framework - Template
Defines how processes are scoped, drafted, approved, maintained, and continuously improved across the organisation.
Process Writing Guidelines - Template
Defines the standards and rules for creating processes in Nintex Process Manager. This becomes the reference guide for process authors and editors.
Communications Plan - Template
Outlines a schedule of one-off and recurring communications across channels such as email, intranet, team meetings, and other internal media.
Elements of Success + linked playbooks - Guide
Provides an overview of the key factors that support successful process management, from strategic direction and leadership to governance, capability, and engagement.
Build your Process Manager site - Slide deck
Covers the key configuration areas required to set up your Process Manager site, including structure, roles, integrations, add-ons, and core settings.
Configure Nintex Process Manager site settings
The Configuration page lets you customize your Nintex Process Manager site settings. It manages the key settings for process management, documentation, users and any Add-ons you have enabled for your Nintex Process Manager site.
Editor training - All sessions - Slide deck
Covers the core editor skills required to create, edit, and maintain processes, including navigation, writing techniques, tagging, timeframes, and costs.
Process Scoring Sheet - Template
Use this to review and score your processes following the provided guidelines, so you can identify areas needing further refinement.
Process Manager - Quick Reference Guide
Two-page visual reference guide covering core Process Manager concepts and navigation.
Process Capture Workshop - Template
Provides a structured framework to support facilitated process capture workshops.
The Role of the Promaster - Slide deck
Explains the Promaster role and responsibilities to ensure Process Manager remains fit for business purpose.
Advanced Product Features - Slide deck
Introduces advanced Process Manager features including process variation management, AI features, suggested processes, and checklists.
AI Process Generator - Video
Demonstrates how to use the AI Process Generator feature to create structured process drafts within Nintex Process Manager.
AI Process Generator - FAQ
Provides answers to common questions about the AI Process Generator feature, including functionality, limitations, and usage considerations.
Process Capture - Video
Demonstrates how to conduct a structured process capture session and translate discussion into a clear process draft in Nintex Process Manager.
Suggested Processes
Provides guidance on suggested processes available in Nintex Process Manager.
Checklists
Provides guidance on using checklists within Nintex Process Manager.
Introducing the Process Variant Management add-on product
Introduces the Process Variant Management add-on and how it supports managing variations across processes.
The Role of the Process Group Champion - Slide deck
Introduces the role of the Process Group Champion, including key responsibilities and accountabilities.
Nintex useful links
Helpful links for technical setup, self-paced support, how-to articles and community resources.
Nintex live status
Provides the current service status for Nintex Process Manager and other Nintex products, including incident updates that may impact availability or performance.
Single Sign On set-up information
Guidance for IT teams on configuring SSO for Process Manager.
How-to articles
Step-by-step tutorials to support managing and optimising processes in Nintex Process Manager.
On-line Forum
Access the Nintex community forum for product questions and discussion.
Technical articles
Troubleshooting guidance and solutions for common technical challenges.
Best-practices
Expert guidance to support effective process mapping and process management practices.
The Nintex Blog
Articles and insights covering process mapping and continuous improvement topics.
Nintex University
Free, self-paced learning paths to build foundational knowledge of Process Manager. The “Process Manager for Beginners” and “Process Manager for Editors” courses are a good starting point.
Nintex product feedback
Submit product feedback or suggestions for improvements to Nintex Process Manager.
Reporting API
Introduces the Process Manager reporting API and how it can be used to extract data for reporting purposes.
Query using Microsoft Power BI Desktop
Explains how to query Process Manager data using Microsoft Power BI Desktop for reporting and analysis.