Nintex Replacement Readiness Checklist 2026
A working checklist for organizations replacing Nintex with a non-Nintex platform. Take stock of your Nintex inventory, document your data residency requirements, shortlist a replacement platform, and build a realistic 90-day go-live plan.
This checklist is for customers moving off Nintex. If you plan to upgrade within Nintex (to Nintex Automation CE or Nintex Automation K2), this is not the right resource for you.
How to use this checklist
A working checklist for organizations replacing Nintex with a non-Nintex platform. Before continuing: if any of these describe your plan, this checklist does not apply to you, and you should close it here. 1) You intend to upgrade from Nintex for Office 365 to Nintex Automation CE. 2) You intend to upgrade from Nintex for SharePoint to Nintex Automation K2. 3) You are already on Nintex Automation CE or Nintex Automation K2. Those are intra-Nintex upgrade paths. This checklist is for organizations replacing Nintex with a different vendor.
Work through the six sections in order. By the end, you will have an inventory, a data residency position, a platform shortlist, an owner, and a timeline.
| 1. Confirm you are replacing Nintex |
This checklist is for organizations moving off Nintex. If you are upgrading within Nintex, stop here.
| 1. Confirm you are replacing Nintex |
This checklist is for organizations moving off Nintex. If you are upgrading within Nintex, stop here.
| 3. Document your data residency requirements |
Your regulatory and deployment constraints eliminate platforms before evaluation starts.
| 4. Map your SharePoint Server roadmap (on-premises only) |
If you are on SharePoint Server 2016 or 2019, you also need a plan for the underlying platform.
| 5. Evaluate your non-Nintex replacement platforms |
Two platforms are the most common choice for organizations replacing Nintex. Review the table, then check the one that fits.
| Factor | Microsoft Power Automate | NITRO Studio |
|---|---|---|
| Deployment flexibility | Cloud-first, limited on-premises via data gateway | All 5 environments, including air-gapped (GCC High) |
| Pricing model | Per user + premium connectors | Flat annual, unlimited forms and workflows |
| SharePoint native | Connected | Native |
| Citizen developer | Requires Power Platform skills for complex flows | Drag-and-drop, no-code/low-code |
| Data residency | Microsoft cloud | Your data stays in your environment |
| Product category | Workflow automation tool | No-code/low-code application builder platform |
| 6. Your 90-day go-live framework |
A realistic mid-sized replacement can be completed in 8 to 12 weeks. Use this as your project baseline.
| Weeks | Phase | Key activities |
| 1–2 | Discover | Confirm the legacy Nintex product you are replacing. Document your data residency requirements. Audit every active Nintex workflow and form. Rank by business impact |
| 3–4 | Scope | Map your SharePoint Server roadmap in parallel (for on-prem). Shortlist non-Nintex replacement platforms. Request demos and scoping calls. |
| 5–6 | Decide | Select replacement platform. Assign migration project owner. |
| 7–10 | Rebuild | Rebuild highest-impact workflows on the new platform. Run in parallel with Nintex. User-acceptance testing. |
| 11–12 | Cut over | Complete remaining rebuilds. Cutover. Train users. Decommission Nintex. |
Ready to replace Nintex? Book a free consultation.
No obligation. Crow Canyon will review your Nintex inventory and recommend a replacement path.
crowcanyon.com/sharepoint-contact/demo-request/ · sales@crowcanyon.com · 1 (925) 478-3110

