Introduction to the K2 Case Management Framework: accelerating Case Management Solutions development using K2's Case Management Framework for SharePoint. Presented at the Amplexor seminar on Case Management, 15 september 2011, Brussels

1. K2 Case Management Framework Accelerating Case Management Solutions development using K2's Case Management Framework for SharePoint. Igor Jericevich Igor@K2.com Technical Specialist

2. 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.

3. Workflow | process | case management Simple Advanced CASE K2 provides tooling to handle simple to advanced workflow as well as a framework for Case Management implementations

4. ASSEMBLE SharePoint-baHEFor The Power user - K2 DESIGNER FOR SHAREPOINT

5. OFFICE-LIKE DESIGN EXPERIENCE WITH For the Advanced - K2 STUDIO

6. Demo Simple Workflow

8. For very predefined

10. Measurement is a luxury

11. Ad-hoc

12. 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”.

14. Claims – Insurance, Refunds

15. Customer on boarding – Legal, financial

16. Complaints and Disputes Management

17. Enquiry or correspondence handling

18. Permit and licenses Management

19. Forensic Investigations

20. Applications – Grants and Loans

22. From a Business Perspective Case management processes typically have the following characteristics: Unpredictable processes Internal and external parties may contribute, collaborate and interact with the case Large amounts of related data and information are assessed when parties interact with the case Data associated with the case may be: Structured (e.g. business objects) Unstructured(e.g. documents, physical items) Multiple related or unrelated actions and tasks may exist for the case at any given time, and these actions are tasks typically change during the case life-cycle The business needs visibility across individual cases as well as overall aggregation Auditing of case events and managing the case life cycle are important Cases typically have milestones that need to be tracked How to identify CASE MANAGEMENT FRAMEWORK (CMF) opportunities

25. 14 Case management view in SharePoint =

26. 18 Our folder is represented 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. =

27. DemoClaims Management Scenario

28. Partners focus Case Framework

29. What customers are doing with Case Management The co-op Brit Insurance State of Wyoming CCAM Conoco-Philips Statoil BOC – Guatrain SCAW Metals

30. 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

32. SharePoint & Non SharePoint workflows

33. Design K2 SmartObjects

35. No client-side installation required

36. Rich design experience

37. Automatic workflow layout

38. SharePoint item-based workflows

40. Access to code behind and managed code

41. TFS Support

42. Project references

43. Full debugging support

44. Live Process ManagementCollaborative Designers No need to reengineer when more complexity is required

45. AD Start SAP HR Access/Connect ? Form SharePoint LM Access/Connect ? WS Form Other Approved Declined K2

46. Business Problem Focused IT Focused SmartObjects AD Start Ref ServiceObjects SAP HR Access/Connect Form SharePoint LM Access/Connect WS Form Other Approved Declined K2

47. Thank You