K2 Confidential WWW.K2.COM
PRESENTED BY:
K2 Confidential WWW.K2.COM
PRESENTED BY:
K2 Case Management FrameworkAccelerating Case Management Solutions development using K2's Case Management Framework for SharePoint.
IGOR JERICEVICH
TECHNICAL SPECIALIST
K2 Confidential WWW.K2.COM
WorkflowSimple
Approvals
Simple forms
BPMMore Complex
Business application
Complex Routing
Dynamic Logic
Integrated
Reporting and monitoring
CASEDynamic
Core business process
Content and process
Processes are not linear
Visibility by stage
Performance metrics
Adhoc
Audit
Checklists
PRESCRIPTIVE “ASSISTIVE”
Document Routing
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EXAMPLE OF ONE OF THE K2 TOOLING
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THE CORE OF A CASE
Case DataThe
Business Object
Process
Forms
Reports
Comments
Audit
Actions
People
Tasks
Records
Documents
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CASE HAS A VIRTUAL FOLDER
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The Case Lifecycle Process – Process can be kept clean and simple.
THE POWER OF WORKFLOW WITH CASE
+
Cancel Case
Request Assistance
Send Inspector
Ad-
hoc
actio
ns
Etc...
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K2 Confidential WWW.K2.COM
DEMO
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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
BOC – Guatrain
SCAW Metals
CCAM
The co-op
Conoco-Philips
Statoil
Brit Under Writer
Binder Management
Initiation Initial Review
Fact Sheet (in BRM)
Supporting Information (application, financials,
etc.)
Submit approved binder fact sheet
Coverholder Management
Request checks (according to Review
Requirements Checklist)
Functional Reviews
Coverholder Checks
Escalate for sign-off
Final Review
Binder Approval (in
BRM)
Senior
Process Overview
Financial Review
Binder Management
Binder Checks
Claims
Actuarial
Slips and Wordings
Legal
Lloyds Review
Case Instance view in SharePoint
Brit Insurance – Case Dashboard
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THE CO-OPERATIVE GROUP – DATA CAPTURE
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THE CO-OPERATIVE GROUP – CASE FOLDER
Conoco Philips
16
© Computas AS 10.04.2023
K2 Confidential WWW.K2.COM
CRÉDITO AGRÍCOLA
Gestão de Processos > Processo RECL0001
Documentos
Nome Tipo Documento Data
Carta Resposta
CorrespondênciaReclamante 3/3/2010
Original Original Reclamação 28/2/2010
Resumo do CasoFormulário da Tarefa
a minha área
Progresso do Caso
Etapa Data Início Data Conclusão % Conclusão Duração Esperada Duração Actual
Registo Reclamação 07/03/2010 08/03/2010 7 horas 6 horas
Análise Reclamação 08/03/2010 15/03/2010 25 horas 35 horas
Elaboração Resposta 15/03/2010 14 horas 6 horas
Etapa Elaboração Resposta
DescriçãoElaboração da resposta à reclamação apresentadapelo reclamante
Acções
Detalhe da Tarefa… Pedidos de Parecer… Registo Histórico... Documentos
Gestão de Pedidos
AcçõesCancelar caso
Escalar caso
Registar pedido de parecer
Lista de Tarefas
Abertura de Novos Processos
Dashboards
Monitorização
Pesquisa de Processos
Outros
Consultar normas aplicáveis
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CRÉDITO AGRÍCOLA
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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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K2 Confidential WWW.K2.COM
TECHNICAL ARCHITECTURE
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To be implemented
Case Framework
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