Services

Outcome-Focused K2 and Nintex Consulting Services

Packaged help for architecture, scaling, upgrades, installations, workflow and forms implementation, rescue, modernization, governance, and team handoff.

ArchitectureImplementationUpgradesRescue
Service

Platform Architecture & Advisory

CTOs, platform owners, and delivery leaders making K2/Nintex decisions.

Advisory response

Architecture, governance, integration patterns, ownership, and roadmap decisions need senior platform judgment.

Outputs: Architecture review, dependency map, governance model, integration recommendations, roadmap options, executive briefing.

Engagement

Typical first engagement: 1-3 weeks.

Schedule a platform review

Service

Health, Performance & Scaling

Teams seeing slow forms, stuck workflows, outages, growth pressure, or unclear supportability.

Advisory response

Production behavior is fragile, scaling limits are unclear, and performance issues are hard to separate from design issues.

Outputs: Health findings, performance review, scaling observations, queue and dependency review, prioritized remediation plan.

Engagement

Typical first engagement: 1-2 weeks.

Schedule a health check discussion

Service

Upgrade & Installation Planning

Teams planning new K2/Nintex environments, version upgrades, cumulative updates, or platform reconfiguration.

Advisory response

Installations and upgrades involve prerequisites, compatibility, service accounts, SharePoint apps, identity, and rollback planning.

Outputs: Readiness review, upgrade path, installation plan, environment checklist, cutover approach, validation and rollback notes.

Engagement

Typical planning: 1-3 weeks; execution support scoped by environment.

Review upgrade or installation readiness

Service

Workflow & Forms Implementation

Business and IT teams planning new K2/Nintex workflows, forms, approvals, routing, or process apps.

Advisory response

New workflow and form builds need maintainable design, clean data boundaries, testable logic, and supportable ownership.

Outputs: Workflow/form design, SmartObject or connector planning, build support, testing strategy, deployment notes, handoff documentation.

Engagement

Typical delivery support: 2-12 weeks depending on workflow complexity.

Discuss workflow and form implementation

Service

Migration & Modernization

Teams modernizing K2 blackpearl, K2 Five, Nintex for SharePoint, SharePoint Workflow, or mixed workflow estates.

Advisory response

Not every workflow should be migrated; teams need a decision model for rebuild, retire, replace, stabilize, or move.

Outputs: Workflow inventory, risk register, modernization roadmap, target-state options, migration delivery support, testing plan.

Engagement

Typical assessment: 1-3 weeks; delivery support scoped by estate.

Book a modernization triage call

Service

Production Rescue & Stabilization

Teams with failed workflows, broken forms, urgent approvals, stuck tasks, or stalled delivery.

Advisory response

Business-critical workflow issues need senior diagnosis, stakeholder coordination, and practical remediation.

Outputs: Issue triage, root-cause analysis, remediation options, test plan, escalation support, stabilization recommendations.

Engagement

Typical first engagement: 3-10 business days.

Start workflow rescue triage

Service

Team Enablement

Developers, admins, power users, platform owners, and support teams inheriting K2/Nintex estates.

Advisory response

Internal teams need repeatable patterns, governance, documentation, and confidence to own workflows after delivery.

Outputs: Working sessions, handoff docs, governance guidance, admin/developer enablement using real workflows and forms.

Engagement

Typical add-on: 1-4 working sessions.

Plan enablement

Service

Fractional K2/Nintex Advisor

Technology leaders needing senior K2/Nintex judgment without a full consulting team.

Advisory response

Platform decisions, vendor conversations, architecture reviews, delivery oversight, and escalation support need experienced guidance.

Outputs: Decision support, architecture review, executive briefings, roadmap review, delivery oversight, escalation support.

Engagement

Typical model: monthly advisory retainer or milestone-based support.

Discuss advisory fit

Onboarding

What Makes the First Engagement Useful

Useful discovery includes platform/version details, workflow or form scope, installation or upgrade goals, ownership model, access expectations, stakeholder roles, deadline, and business impact.

Access is handled with least-privilege principles. Documentation and findings belong to the customer.

Sample Deliverables

  • Architecture review summary
  • Workflow and forms plan
  • Upgrade or installation checklist
  • Performance and scaling recommendations
  • Modernization roadmap
  • Handoff documentation
Contact

Discuss K2/Nintex Platform Risk

If you are planning architecture, scaling, upgrades, installation, workflow/forms delivery, rescue, governance, or migration work, book a consultation directly or send details by email. The first conversation is focused on fit, urgency, and the best next step.

Initial Consultation

Use the first call to clarify platform/version, business impact, workflow or form scope, urgency, access boundaries, and whether architecture, implementation, upgrade, rescue, modernization, or advisory support is the right next step.

If the popup is blocked, open calendly.com/stevebarnard/initial-consultation.

On the call: platform/version, business process, workflow or form scope, urgency, ownership, access model, and best next step.