K2 Nintex – Process Automation Platform

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Course Objectives

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Curriculum

Module 1: Introduction to K2 (Nintex Process Automation)

Overview of K2 and its evolution within the Nintex platform
K2 architecture: K2 Five, K2 Cloud and Nintex Process Automation Cloud
Understanding SmartForms, SmartObjects and Workflows

Module 2: SmartObjects & Data Integration

Creating SmartObjects to abstract data from back-end systems
Connecting SmartObjects to SQL Server, SharePoint and REST services
SmartObject CRUD operations and reuse patterns

Module 3: Workflow Design

Building K2 workflows with the workflow designer
Configuring steps, rules and events
Workflow versioning and instance management

Module 4: SmartForms Development

Designing SmartForms for web and mobile
Data binding, validation rules and conditional visibility
Form views, roles and URL parameters

Module 5: Approval & Case Management

Designing multi-step approval workflows
Task allocation, delegation and escalation
Building case management solutions with K2

Module 6: Reporting & Analytics

K2 Reports and performance monitoring
Building custom dashboards with SmartObjects
Workflow analytics and SLA tracking

Module 7: Administration & Migration

K2 platform administration and environment management
Migrating K2 solutions to Nintex Process Automation Cloud
Security configuration and user management

Receive Training From Our Skilled and Effective Trainers

K2 & Nintex Platform Specialists Our instructors have deep experience with both K2 Five and the Nintex Process Automation Cloud transition.

SmartObject Architecture Experts The SmartObject abstraction layer is central to K2's power — our trainers provide in-depth guidance on designing reusable, maintainable architectures.

SharePoint & Microsoft Integration With K2's strong Microsoft heritage, instructors bring extensive SharePoint and Azure integration experience.

Migration & Upgrade Experience Trainers have guided enterprises through K2 version upgrades and migrations to Nintex Process Automation Cloud.

Enterprise Governance Focus Instructors emphasise governance, reusability and Centre of Excellence practices for managing large K2/Nintex portfolios.