Introduction to the K2 Case Management Framework

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PRESENTED BY:


PRESENTED BY:

K2 Case Management FrameworkAccelerating Case Management Solutions development using K2's Case Management Framework for SharePoint.

IGOR JERICEVICH

[email protected]

TECHNICAL SPECIALIST

mailto:[email protected]


K2 - Company

> Our software platform makes it easier and faster to build workflows and process-driven applications that

increase business efficiency.

> Founded in 2000. Headquartered in Redmond, Washington.

> Well established global footprint through Subsidiaries and Distributors in United States, Australia, New

Zealand, South Africa, Greater China, UK, France, Dubai and Singapore.

> Widely recognized as a strong leader in the Microsoft technology based workflow and BPM market.

> Customers and Partners in more than 50 countries.

> 2,500+ customers, 15 percent of Fortune 100 companies. More than 1 million end users..

> K2 includes certified out of box capability to integrate with SAP

> K2 was named a visionary in Gartner’s “Magic Quadrant for Business Process Management Suites,”

released Feb. 18, 2009.


Simple Advanced CASE

WORKFLOW | PROCESS | CASE MANAGEMENT

K2 provides tooling to handle simple to advanced workflow as well as a framework for Case Management implementations

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ASSEMBLE SHAREPOINT-BAHE FOR THE POWER USER - K2 DESIGNER FOR SHAREPOINT


Typical Workflow

It works on paper, but the real world isn’t a piece of paper...

• No flexibility• For very predefined• Workflow in full control


The Real World

Future requirements are complex, unpredictable, and not easily defined.

• Chaos occurs easily• Measurement is a luxury• Ad-hoc • Knowledge and decisions lay

with the users

In many day to day business processes, it is often difficult to control flow using a predefined “static process”.


WHY CASE MANAGEMENT

Typical Examples Include:

> Incident Management

> Claims – Insurance, Refunds

> Customer on boarding – Legal, financial

> Complaints and Disputes Management

> Enquiry or correspondence handling

> Permit and licenses Management

> Forensic Investigations

> Applications – Grants and Loans

> HR recruitment, verification and security clearance

The Business Challenge

In many day to day business processes, it is often difficult to control flow using a predefined “static process”.

Processes will often move in non predictable ways from state to state based on the business need. Visibility across “cases” is critical and traditional BPM solutions don’t solve the problem.


THE NEED FOR CASE MANAGEMENT

A TECHNICAL DEFINITION

A pre-configured combination of a , , and

with a supporting delivering a

environment to access, implement, coordinate, , and evaluate end to

end business processes, their instances, supporting documentation and records.

business process engine

document management

portal

framework collaborative

monitor report

SharePoint K2portal

document management

collaborative

business process engine

framework

monitor

report


14

=

Case management view in SharePoint


This is a case instance site based on a customised MOSS template and would be specific to each case type if required. Web parts are added to the template to provide the functionality required.

18

Our folder is represented in SharePoint

=


Demo

Claims Management Scenario


Partners focus

Case Framework


WHAT CUSTOMERS ARE DOING WITH CASE MANAGEMENT

Customer Location Solution

Financial Services United Kingdom Risk and Incident Management

Insurance United Kingdom Binder Approval

Vehicle Finance South Africa Debt Counselling

Government United States State Medical Benefits administration

Education United Kingdom School Inspection

Banking Portugal Complaints and Incidents

Defence Brussels Incident Management

Oil and Gas Norway Drill deviation exception handling

Oil and Gas Norway Business Proposals

Transport South Africa Incident Management

Government Australia Development approval

Medical Australia Medical aid

Steel Industry South Africa Sales Quotations

Finance United States Trading account setup

Finance United States Tax certificate management

Brit Insurance

State of Wyoming

BOC – Guatrain

SCAW Metals

CCAM

The co-op

Conoco-Philips

Statoil


CASE MANAGEMENT ON SHAREPOINT

“K2's Case Management Framework represents the closest present-day approximation of what a "pure SharePoint" ECM suite configuration could be.

There are a number of enterprises looking for a flexible case framework based on Microsoft SharePoint , and K2 has become a front-runner by understanding the gaps in both technology and process definition, and by completing the puzzle without losing sight of the basic economies driving SharePoint adoption.

K2's Case Management Framework focuses on auditability and rich information presented in role-based context via its flexible, intuitive interface.”Toby Bell, Gartner

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Thank You

http://www.k2.com/

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Introduction to the K2 Case Management Framework

Technology

Transcript of Introduction to the K2 Case Management Framework