Nutrient Workflow User Conference 2025 agenda
1:00 - 4:00
Chemistry
Nutrient Workflow learning lab and discovery center
4:30 - 6:30
Cocktail hour and welcome reception
Sponsor:
7:00 - 10:00
Pirates vs. Nationals — PNC Park
COSponsored with TBS LLC.
9:00
Oliver ballroom
Welcome, introductions, and opening remarks
9:20
Various rooms
Nutrient Workflow speed dating
10:30
Break
10:45
Oliver ballroom
Session I — Embedding Nutrient objects in custom workflow applications
Discover how to extend Nutrient Workflow capabilities to provide a world class end user experience.
Speaker: Mathcraft
Grant ballroom
Session I — Beyond the summary report: Explore task, chart, and custom reports
This session will focus on using our reporting component to show key metrics, like how long tasks take to complete and how to present that data visually. We’ll also explore how to directly query the database for request and task names.
Speaker:
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John Bartlett
VP Product Solutions, Workflow Automation Platform
Heinz
Session I — What is that task and how or when is it used?
Learn what each of the task types does and see real-world examples of how each one can make your processes more efficient.
Speaker:
Ron Taylor
Senior Implementation Specialist, Workflow Automation Platform
Chemistry
Nutrient Workflow learning lab and discovery center
Noon
Lunch
Sponsored by TBS LLC.
1:00
Oliver ballroom
Herbert Insights & Innovations presentation — Finding the why
Every successful business process improvement project starts with asking “Why are we doing this? Why do we need to automate, improve, or transform?” Identifying that “why” gives purpose to the entire journey. It aligns stakeholders, motivates teams, and ultimately shapes the way a workflow solution is designed and implemented. When you understand your “why,” every decision — from process mapping, to selecting KPIs — falls into place.
Speaker:
Marty Herbert
Founder, Herbert Insights & Innovation
2:00
Oliver ballroom
Session II — Grids to DOCX: Invoice intake and generation
This course will focus on using JavaScript to create dynamic grids and explore advanced grid features. Additional topics include integrating grid data with Office Templating to generate documents, and preparing grid data for Workflow Automation reports.
Speaker:
Clavin Fernandes
Developer Relations and Support Services
Grant ballroom
Session II — Getting the most out of task assignments
This session will focus on task recipient rules that reference form and user data to make assignments.
Speaker:
John Bartlett
VP Product Solutions, Workflow Automation Platform
Heinz
Session II — MSC Cruises customer presentation
The MSC Cruises workflow journey!
Chemistry
Nutrient Workflow learning lab and discovery center
2:50
Break
3:00
Oliver ballroom
Team building challenge
9:00
Oliver ballroom
Welcome back and Workflow Automation roadmap
9:45
Oliver ballroom
Session III — The technical roundtable
Get an exclusive behind-the-scenes look at how Nutrient Workflow works — sit down with our tech, support, and development teams, and have all your technical questions answered!
Speakers:
Dan Jankowski
Workflow Automation Platform VP Technology
grant ballroom
Session III — Improving the rework loop: Forms, counters, hidden fields
Discover various ways to configure your workflow forms and processes to enlighten the user experience. Examples will be used to bolster your workflow knowledge base.
Speaker:
Michael Ebner
Customer Solutions Manager, Workflow Automation Platform
heinz
Session III — Extreme NuTrivia
Ready to test your knowledge and win some prizes? Don’t miss out on the chance to show off your skills and have a great time with fellow attendees!
Speaker:
Danielle Del Regno
Customer Success Specialist, Workflow Automation Platform
Chemistry
Nutrient Workflow learning lab and discovery center
10:30
Break
10:45
Oliver ballroom
Session IV — Power Automate Connector and Zapier integration, oh my!
This class takes you on a tour of third-party integration tools — Power Automate Connector and Zapier — and helps you explore options of integrating other software/services with Nutrient Workflow.
Speakers:
Penny Liu
Workflow Automation Engineer, Workflow Automation Platform
Shrevin Sookun
Low-code Senior Software Engineer
grant ballroom
Session IV — Explore the new dashboards and how roles and permissions work
Explore our new dashboard UI and ensure you follow best practices when delegating tasks or access throughout your instance.
Speaker:
Michael Ebner
Customer Solutions Manager, Workflow Automation Platform
Heinz
Session IV — Sorting out success: Requirements and collaboration
This interactive presentation introduces a fun and engaging game designed to highlight the critical elements of successful requirement gathering and planning. Participants will work in teams to solve complex problems from evolving instructions, reflecting on real-world challenges such as unclear requirements, changing priorities, and diverse stakeholder needs.
Speakers:
Tyler Sena
Business Transformation Architect, Herbert Insights & Innovations (HI&I)
Jae Min Kim, MBA
Business Process Architect
Noon
Lunch
Sponsored by TBS LLC.
1:00
Oliver ballroom
Session V — Invoice processing at Yellowstone Landscape
How the United States’ largest landscaping company streamlined its processes with Nutrient Workflow, while being integrated with several other systems, to process thousands of invoices a month.
Grant ballroom
Sessions V and VI — Advanced APIs
An overall education of what APIs are and how to use Nutrient Workflow REST API to make your data flow in and out of Workflow through automation.
Speaker:
Penny Liu
Workflow Automation Engineer, Workflow Automation Platform
Chemistry
Nutrient Workflow learning lab and discovery center
1:45
Oliver ballroom
Session VI — Village for Vets customer presentation
Streamlining operations and enhancing compliance: How Nutrient helps with service delivery for Village for Vets.
2:30
Break
2:45
Oliver ballroom