INTRO
TO
K2
PRESENTED BY: ASHLEY EVANS
K2.COM
COMPANY OVERVIEW
K2.COM
WE POWER
THE PEOPLE
WHO BUILD
GREAT
COMPANIES.
HOW ARE COMPANIES
BENEFITING FROM USING K2
Nathan Clarke, Business Analyst PD Ports
K2.COM
K2 GLOBAL CUSTOMERS

More than 2,000 K2
Customers worldwide

Ranging from small
organisations to some
very large organisations.

Deployments vary from
departmental to
enterprise BPA platforms

Licensing models to suit
organisations with as few
as 100 users.
K2.COM
> Size: 56,000 empl.
> Industry: Manufacturing
> Enterprise license for K2
blackpearl
> 110 SharePoint based K2
workflow apps deployed
> 15 K2 Studio BPA deployed
> Intergation in SAP using K2
Connect
> Case Study Video
> Size: 97,000 empl.
> Industry: Energy
> Using K2 across the
enterprise
> Solutions include eForms,
document manegement and
operations.
> Case Study Video
> Size: 270,000 empl.
> Industry: Financial
> Core banking processes
deployed on K2
> No SharePoint
integration
> Size: 40,000 empl.
> Industry: Utilities
> Enterprise deployment
of K2
> 700 BPA deployed on
K2 and SAP
BPM CENTER
OF EXCELLENCE
WITH K2
K2.COM
PRICING CHANGES
WITHOUT K2
WITH K2
VS
K2.COM
REGIONAL CUSTOMERS
&
Wittenstein AG – Meeting Management
Wittenstein AG is organized throughout multiple panels, who get together on a regular
basis. With K2 Blackpearl and SharePoint as a collaboration platform, they managed
to digitalize the process of planning, executing and logging of these meetings entirely.
Because of the now automated creation and distribution of meeting minutes, Wittenstein
could raise the visibility of panel decisions, tasks and responsibilities drastically and in
the same time maximize the efficiency in terms of worktime to edit these protocols.
K2.COM
REGIONAL CUSTOMERS
&
ZF’s interest was to build a core application development practice to co-exist with
their existing SharePoint strategy. This platform must be robust, with deep
SharePoint integration, as well as native support for the Oracle and SAP systems
elsewhere in the organisation.
>
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>
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>
K2.COM
K2 meets the need for a scalable process based application platform
Excellent error handling and process version management
Code-free native integration with many line of business systems, including SAP
and Oracle
Our long history of success with SharePoint application development
Multi-lingual end-user interface
Microsoft centric end-user interfaces for easy user adoption
Ability to create both simple and advanced applications quickly
K2.COM
THE NUMBERS
+
+
=
CHALLENGES
WITH K2
BUILD
Custom is expensive
RUN
Enterprise apps are expensive
Lower cost app
Better, timely
Decisions
with
bad
information
delivery
decisions
K2.COM
Use existing systems
Task automation
Change without high
cost
Compliance
MARKET
SEGMENTATION
K2.COM
Modelling
Simulation
Pre-packaged vertical solutions
High value $ deals
Many solutions not MS based or lacking deep
SharePoint integration
>
>
>
>
Complete solution 3rd party data integration
Advanced code-free Forms capabilities
Both LOB and content centric solutions
Pricing to scale to your needs
IBPMS
K2 Business Apps
Basic Workflow
>
>
>
>
>
>
>
>
>
>
Simple workflow solutions
Low complexity solutions
Very low price entry point
Difficult to scale in complexity
SharePoint-only solutions
K2 BUSINESS APPLlCATIONS
K2.COM
Extensible
Themes
Versioning
Mobile
Integration
Controls
Validation &
Rules
Views
K2.COM
CONTROLS
K2.COM
INTEGRATION
K2.COM
VALIDATION & RULES
K2.COM
MOBILE
K2.COM
THEMES
K2.COM
Rules
Extensibility
Mobile
Designers
Audit Reports
Rich Workflow
Patterns
Scalability
Task
Management
Versioning
Security
Integration
Management
Task Assignment
Escalations
Data
K2.COM
SCALABILITY
K2.COM
RULES
K2.COM
TASK MANAGEMENT
K2.COM
ESCALATIONS
USER
MANAGER
K2.COM
VERSIONING
K2.COM
DATA
SMARTOBJECT SERVER
SMARTOBJECT
SP Employee
K2 SHAREPOINT
INTEGRATION
SHAREPOINT
Image
Interest
Contract
Proposals
Employee
LOB Employee
WEB SERVICE
Accounts
Opportunities
Manager
CRM
AD
Name
Email
IM
SAP Employee
K2 CONNECT
FOR SAP
SAP
REPORTS
SECURITY
AD Employee
K2 ACTIVE
DIRECTORY
INTEGRATION
First Name
Last Name
Account ID
Cost Center
Manager
Image
Contract
Proposals
IM
Accounts
Opportunities
Role Description
Date Started
FORMS
ID
First Name
Last Name
Role Description
Cost Center
Date Started
WORKFLOWS
SMARTOBJECT SERVER
Process Data
K2 WORKFLOW
K2 PROCESS
INFO
K2.COM
Completed
In Progress
Durations
Process Data
Completed
In Progress
INTEGRATION
K2
ACTIVE
DIRECTORY
SHAREPOINT
EXCHANGE
MS CRM
SQL
ORACLE
SALESFORCE
OOB INTEGRATION
K2.COM
SAP
OFFICE 365
Extensible
OOB Reports
Events &
Notifications
Workflows
Business Insight
Forms
Data
K2.COM
OOB REPORTS
K2.COM
FORMS
K2.COM
BUSINESS INSIGHT
K2.COM
EXTENSIBLE
K2.COM
POPULAR USE CASES BY INDUSTRY
FINANCIAL SERVICES
K2.COM
Account Management
Default Management
Binder Approval
Fund Management
Credit & Risk Mgmt
Debt Counselling
Claims Management
Loan Application
Closing
Loan Origination
Collections
Product Introduction
Customer Onboarding
Post Closing
Customer Service
Trade Processing
Dispute Resolution
Wealth Management
POPULAR USE CASES BY INDUSTRY
LEGAL
Case Management
New Matter Intake
Client Billing
Time Reporting
Conflicts Processing
Contract Management
Data, Doc and Image Mgmt
eDiscovery
IP Portfolio Management
Legal Process Management
K2.COM
POPULAR USE CASES BY INDUSTRY
HEALTHCARE
Authorizations
Patient Registration
Billing
Policy Management
Care Management
Claims Management
Hospital Operations
Medicaid Case Management
Medical Records
Management
K2.COM
POPULAR USE CASES BY INDUSTRY
MANUFACTURING
Claims Management
Product Lifecycle Management
Customs Management
Service Management
Defect Resolution
Formula Management
Inventory Management
Manufacturing Resource
Planning
Policy Administration
K2.COM
POPULAR USE CASES BY INDUSTRY
OIL & GAS
ARE Process
Integrated Production
Bid Process
Job Requisitions
Cost Estimation
Maintenance Procedures
Declining Well
Morning Report
Drill Deviation
Production Optimization
Field Service Ticket
Reserve Management
Management
Well and Reservoir Surveillance
Health, Safety and
Well Reserves
Environmental
K2.COM
POPULAR USE CASES BY INDUSTRY
PUBLIC SECTOR
Case Management
Constituent Self Service
Evidence Processing
Incident Tracking
School Inspection
Student Registration
K2.COM
Q&A
K2.COM
Workflow "Request Initiation"
Represents a standard K2 approval workflow
Clearview Consulting
40
K2.COM