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PRESENTED BY:

K2 Process Visualizer for Visio2010

DAVE MARCUS, MIKE MORSE

April 11, 2023

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VISIO INTEGRATION GOALS

• Create an offering that is valuable to K2 and our customers• Create an offering that drives Visio and Visio Services adoption• Create an offering that can be used by a large set of business people• Create an offering that we can build on for new K2 services 

Primary Focus - Leverage the power of Visio Dynamic data visualization Integrated with K2 Process Data

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KEY DELIVERABLES • Take any Visio Process Model (with relevant attributes) and Export to K2 Studio • Make it easy to take any K2  Automation Process Model and open it in any Visio stencil

(and modify as needed)• Make it easy to bind key K2 process data to the diagram using standard Visio data

diagramming tools and techniques• Bind any K2 SmartObject data (or combinations of them) against:

• imported process automation model and • any Visio artifact

with the goal of being able to create a vast array of Dynamic Data diagram solutions (that cannot be done with Visio out of the box).

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User Experience

Line of Business Systems

Process Automation

Share/ Visualize

Integration Services

Business Model

Business/ Technical Process Model

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K2 WORKFLOW

K2 PROCESS INFO

K2 CONNECTFOR SAP

SAP

K2 ACTIVE DIRECTORY

INTEGRATION

AD

WEB SERVICE

CRM

SMARTOBJECT

K2 SHAREPOINTINTEGRATION

SHAREPOINT SMARTOBJECT SERVER

ImageInterestContractProposals

SP Employee

AccountsOpportnitiesManager

LOB Employee

Name EmailIM

AD Employee

IDFirst NameLast NameRole DescriptionCost CenterDate Started

SAP Employee

NameSurnameAccount IDCost CenterManagerImageContractProposalsIMAccouintsOpportunitiesRole DescriptionDate Started

Employee

SMARTOBJECT SERVER

CompletedIn ProgressDurations

Process DataCompletedIn ProgressData Set 3

Process Data

SE

CU

RIT

Y

REPORTS

FORMS

WORKFLOWS

K2 SMARTOBJECTS – A PRIMER

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TYPICAL EXAMPLES – PUCHASE ORDER

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TYPICAL EXAMPLES – CASE MANAGEMENT

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TYPICAL EXAMPLES – SUPPORT DASHBOARD

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TYPICAL EXAMPLE – ORG CHART BASED SALES DASHBOARD

Name and Title from AD

Leads , Open opptys and

closed opptys from CRM

Actual closed revenue, quota

and % attainment from CRM and SQL