Redefine intelligent document processing using native AI agents. Schedule a demo to try SIYA today

Nintex to Microsoft Power Platform Migration Case Study
Case Information
Industry:
Financial Services
Business Type:
Mortgage Lending Organization
Services:
Nintex Migration, Power Apps, Power Automate, Workflow Modernization, Integration and Training
Client Profile

A Large Mortgage Lender Heavily Invested in Nintex

The client, the second-largest mortgage company in the United States, had more than 500 Nintex workflows and user interfaces running in production.

The workflows met business needs, but the organization continued to carry Nintex licensing, support and on-premises infrastructure costs.

Technical Challenges

Moving Hundreds of Workflows Without Disrupting the Business

More than 500 Nintex workflows and interfaces were already in production.

Annual Nintex licensing and support costs remained an ongoing expense.

On-premises servers added hardware and maintenance costs.

Migration had to be planned around active business processes.

New workflows needed connections to Workday and ServiceNow.

The client's IT team needed to take over future migrations and maintenance.

Our Solution

A Phased Approach to Migrating Legacy Workflows

workMETHODS reviewed the existing Nintex assets and recommended a phased move to Microsoft Power Platform. Ten representative workflows were selected for a proof of concept using Power Apps and Power Automate.

After the proof of concept was approved, workflows were grouped by business area and migrated in phases. 150 Nintex workflows were moved to Power Automate within eight months. Data migration was also planned where required.

workMETHODS trained business users on the new interfaces and trained the client's IT team on migration and maintenance. The team then began completing additional migrations under guidance.

150

workflows migrated to Power Automate

8 Months

to complete 150 workflow migrations

<$100/Year

required enterprise connector licensing

Curious What Happened After the First 150 Workflows?

See how the migration progressed, how workflow costs were reduced, and how the client's IT team took on future migrations.

Download the Case Study

  • Significant reduction in direct costs
  • Nintex license and support costs eliminated after the migration was completed
  • Servers previously hosting Nintex were repurposed
  • Workflow support issues decreased after migration
  • Redundant workflows were consolidated
  • Business users gained a low-code, no-code solution that was easier to adopt

  • Phased Nintex to Power Platform migration
  • 10-workflow proof of concept
  • 150 workflows migrated within eight months
  • Power Apps and Power Automate used for workflows and forms
  • Integration with Workday and ServiceNow
  • Workflow consolidation to remove redundancy
  • Business user training
  • IT team migration and maintenance training
  • Connector licensing kept below $100 per year

  • Microsoft Power Automate
  • Microsoft Power Apps
  • PowerShell
  • JavaScript
  • Workday
  • ServiceNow

Download the Case Study to Learn More

Explore the complete case study for more context, details, and a closer look at the project.