On Demand: Sharing and Document Collaboration with external parties

 

 

Does the following sound familiar?

You email out a PDF document. The client prints it, scans it and emails it back;

You need more information, so you do it again;  Nobody has visibility of the process internally, documents are everywhere; all this costs time and money!

During this video, we will be demonstrating how easy it is to improve customer service with document sharing.

Register now to see how to:

  • Manage and collate feedback on documents which can then be archived in a SharePoint Library and/or your Records Management platform;
  • Report on customer interaction with tasks, reminders and notifications via email and text messages;
  • View and sign contracts, exchanging NDA agreements, letters of engagement or collaborating on documents in a consortium scenario; and
  • Collaborate within your SharePoint environment with external users whilst maintaining your SharePoint security

K2 Launches New Process Automation Platform Including New Cloud Service

 

K2 recently announced the availability of its new low-code process automation platform – furthering innovation in the way organisations drive digital efficiencies. With a new managed cloud service, K2 Cloud, new on-premises version, K2 Five, and completely redesigned user interfaces and experiences, the platform helps businesses of all types around the globe rapidly deliver powerful process automation and realise business productivity gains.

Automating business processes across an enterprise is crucial to the success of companies in the era of digital transformation. However, many initiatives are impacted by a lack of sufficient resources and the use of inefficient systems to manage processes.

K2’s low-code process automation platform solves these problems by enabling organisations to automate in every area of the business, without the traditional level of dependency on highly skilled developers spending inordinate amounts of time on repetitive coding.

With intuitive and powerful tools, organisations can rapidly deliver mission-critical applications as well as fast-changing, lightweight departmental processes, all with a single platform.

“From inception, K2 has always been focused on making process automation easier as we recognised over 15 years ago that building these solutions and solving these problems was too hard and complex for many organisations. This left many organisations ignoring this initiative and subsequently putting their businesses at risk of becoming obsolete,” said Adriaan van Wyk, CEO of K2. “The same is still generally true, ordinarily solving these problems is still hard for many businesses, but the pressure to transform has multiplied. That’s what makes K2 even more necessary today than it already was years ago, so that every organisation can automate every business process on our platform and digitally transform their business.”

Process automation platforms have several interconnected components and features that define its usability and feasibility, hence why K2 built a comprehensive, end-to-end platform around eight core tenets that when all combined make it possible for any organisation to automate their processes with K2:

  • Workflows: Customers can use visual, intuitive process and rules designers on top of an engine that is built to deliver scalable workflows.
  • Forms: Visually design powerful user experiences using forms that connect to workflows and line-of-business data. Components are reusable to drive speed and scale as well as consistency.
  • Integration: Point-and-click integration with virtually any line-of-business system.
  • Analytics: Rich reports and visual analytics deliver the information needed to identify issues and drive optimisation.
  • Mobile: Responsive user experience that works on all major devices, whether on or offline.
  • Security and Governance: Comprehensive, role-based management tools that provide security and governance on all aspects of the platform.
  • Deployment: The platform is flexible and can be deployed in the cloud or on-premises.

Several existing K2 tools and features have been significantly updated with the release of the new platform, while completely new functionality has also been added. Some of these include:

  • New Workflow Designer: A re-envisioned approach to how workflow solutions are built with a designer that has been re-engineered from the ground up using modern HTML5 technologies. Designing workflows is accelerated rapidly with Smart Assist, which guides developers on logical steps in the workflow and surfaces relevant data throughout the design experience.
  • App Wizard: Empowers citizen developers to build and deploy process apps in just a few steps, without having to code or design anything. These apps can later be extended using more advanced tools.
  • Workspace: A completely redesigned K2 Workspace experience, which provides a single centralised location for all K2 tasks and process applications.

At launch, K2 Cloud and K2 Five will have feature parity. However, the company will rapidly iterate on K2 Cloud with feature and functionality shipments every six weeks in order to innovate rapidly for customers. New K2 Five versions will be released annually to bring already released cloud features to customers that are deployed on-premises or in hosted environments.

“To enable enterprise-level process automation that supports robust mission-critical applications as well as fast-changing, lightweight departmental processes, we developed a platform that provides businesses a unique ability to build simpler applications quickly and more complex applications and processes that scale an entire enterprise,” said Olaf Wagner, co-founder and senior vice president of engineering and product at K2. “Further, our new K2 Cloud platform, based on our more than two-years of cloud experience managing K2 Appit for SharePoint, will enable our customers to take advantage of innovative functionality that we have and will continue to bring to light along the lines of voice-enabled apps, artificial intelligence, machine learning, internet of things, bots, and much more.”

To learn more about the platform and specific information on K2 Cloud and K2  FIVE, as well as all of the new features and functionality, please visit K2.com.

The Global K2 Cloud and K2 FIVE launch tour hits nine cities around the world with the Sydney event taking place on October 23rd, 2017.  If you’d like to attend the event please email:

Emma O’Brien
Marketing Manager, ANZ
emma@k2.com

K2 Australia will also be showcasing the new technology at Microsoft Summit in Sydney between November 14-17.   

ABOUT K2: With K2’s process automation platform, organisations can rapidly build and deploy enterprise-grade business process applications that are agile, scalable and reusable, and scale the platform across all processes that move work between people, systems and machines. K2 solutions are being used by more than 1.5 million users in more than 4,000 organisations, including 30 percent of Fortune 100 companies.

 

On Demand with Empired: Building Enterprise Business Apps with Dynamics 365, Yammer, O365 and Flow

 

 

In this session, presented by Justin Harding from Empired, we will cover how to think about moving from siloed applications to business solutions based on Microsoft Cloud Productivity services.

During this presentation, Justin will be showcasing the K2 workflow process showing the list of technology use in an account on boarding scenario.

During the webinar, Justin will be demonstrating a technology fuelled new staff on-boarding process using the following technologies:

• Microsoft Yammer
• Microsoft Planner
• Microsoft SharePoint
• Microsoft Dynamics 365
• Microsoft Flow
• DocuSign

Don’t miss this!

On-Demand: Managing Document Control and Lifecycle with Office 365

 

 

Nobody has visibility of the process internally, documents are everywhere; all this costs time and money!  Business processes are not always clear or adequately communicated to staff. Processes that require approval from multiple areas are often manual, paper-based and dependant on a user to action items in a timely manner.

During this video, we will be demonstrating how easy it is to improve employee experience with quality document control and lifecycle management.

Watch to see how to:

• Collaborate within your SharePoint environment with tasks, reminders and notifications via email and text messages

• Manage document compliance with rule based naming conventions

• Document workflows that require multi-touch approvals which are often manual and time consuming

• Auto generate documents based on controlled business data

• Eliminate the need for multi (SharePoint) content types

Document control Workflow is often more complex than you think. Learn how K2 BPM can support your complex business scenarios with ease.

Episode 20: Remove the burden of Records Management (TRIM) from employee experience

 

 

Are you finding it difficult to manage digital record keeping whilst trying to support users to adopt the practices?

Applying retention policies to content in SharePoint Online remains a massive headache for records managers.

Imagine the benefits of being able to expose a digital form inside the easy to use SharePoint Online [Office 365], whereby having the ability to capture data and attach documents in real time, save the data directly to HP Records Manager in order to comply with all record keeping practices?

Too good to be true? Think again.

In this scenario we will demonstrate a K2 form embedded into SharePoint, attaching documents directly from HPRM (TRIM), generating PDF documents, creating records in HPRM.

We are a Gold Sponsor at this years Digital Workplace Conference

This is Australia’s largest SharePoint/Office 365 event – nowhere else is there such a concentrated group of industry professionals expert in SharePoint, Office 365 and related technologies. This conference is all about exploring the benefits and solutions of how we can improve digital capabilities in our workplace

There are over 30 breakout sessions distinctly tailored to audiences interested in Thought Leadership, Business Productivity, Case Studies and Technical streams. This allows us to deep-dive into some topics, and learn first-hand how others are successfully using products and solving challenges.

K2 is a Gold Sponsor at this years event. Join us on Day 1 (23rd August) at 2pm for our case study presentation.

Driving Digital Transformation in the real world 

During this this session, we will be showcasing a case study of work that we completed for a large Commonwealth Department. By implementing K2, The Department provided greater productivity and efficiencies through the automation of high-frequency work steps, actions, procedures and processes.

Episode 19: Combining K2 forms, workflow with Office 365, Microsoft Flow and DocuSign

 

 

 

Experience an all-encompassing demonstration that goes from electronic forms to document management into contract management with electronic signatures and business process spanning multiple systems.

Capability highlights:

  • Anonymous eForms against Office 365 lists
  • Workflow process spanning different systems and users Document generation and online authoring
  • Multi-stage review and approval of both eForm data and document
  • Seamless DocuSign integration into business process


Audience relevance:

Anyone dealing with document approvals, contract management, letters of engagement, recruitment, employee on-boarding, digital transformation in general Departments: HR, Legal, Finance, IT, Operations

The Forrester Wave™: Digital Process Automation Software, Q3 2017*.

We’re pleased and proud to share that K2 has been positioned as a Strong Performer in The Forrester Wave™: Digital Process Automation Software, Q3 2017*.

At K2, we are relentlessly focused on our mission to enable every organisation to automate the processes that move work between people, systems and machines, and we believe that our relentless focus on this vision is what helped us get this result.

The K2 process automation platform provides customers the ability to build enterprise-ready apps and scale those apps, or the number of apps needed, to automate processes across organisations. Thousands of companies around the world have been using the K2 platform to build hundreds of thousands of applications, from loan origination for banking to employee onboarding and expense management, and many more. We are only getting started, and with our continual technological advancements, we will be supporting our customers in their growth journey with K2.

It should be no surprise that we fundamentally believe in the power of process automation to transform businesses. And it is the disruption of transformation that so many businesses are trying to navigate today. We’re entering a new era in digital transformation. An era in which process automation is accelerating to enable the ability for a business to react quickly and get to market with solutions faster than ever before. The speed of the consumer is making this more critical than ever, as the slower a business moves the faster customers leave for new solutions. In research conducted by Harvard Business Review, respondents don’t just see disruption as likely – they believe it is imminent. 28-percent of respondents said their industry has already passed the digital inflection point, while another 56-percent said they expect it to happen by 2020. In addition, 47-percent of respondents believe their traditional business model will be obsolete by 2020. But, that doesn’t mean you should fear as 86-percent view digital disruption more as an opportunity than as a threat to their business.

These are fascinating statistics as it’s clear that business transformation is reaching a fever pitch and the majority of businesses are recognizing the need to utilize more technology to offer more services, get to market faster and operate more efficiently. In many cases, a foundational pillar of these strategies is focused on automation, particularly the automation of business processes across an organization.

But, getting there isn’t easy. IT departments are strained with limited resources and application backlogs are only growing. If this sounds familiar, you may be wondering how in the world you’ll find the time to automate your business while also looking after all the demand the business is putting on IT in the first place. That’s where the beauty of a platform comes in, which enables you to build both deep mission-critical applications and the ability to build and deploy many applications quickly. Precisely what we believe a process automation platform should enable you to do, if it has all the necessary elements.

A process automation platform has several interconnected components and features that define its usability and feasibility. These attributes impact accessibility to people, data and the ability to work effectively. These attributes include:

  • Integration: Connecting people, systems and devices in real-time and continually extending to support new third-party data connectors to avoid being locked into an ecosystem. Visually configurable connectors to industry leading solutions or rich service API connectors and SDKs to connect to virtually anything (IoT and RPA).
  • Forms: Robust, intuitive, reusable and flexible user experience for collecting and integrating information into your automated processes or to be used for data and trend analysis on any device, wherever they may be, even on third-party hosted solutions.
  • Workflows: That can be designed by developers and Citizen developers alike to easily automate legacy as well as next gen processes (RPA, IoT, AI integrated) that are agile, intuitive and comprehensive.
  • Mobile: Empower and support a mobile workforce by enabling action-on-the-go, online or offline on any devices in a secure manner.
  • Pre-built Apps: Templates and commonly used applications that incorporate all the key elements of a process (Forms, Workflows and data integration) and yet, can be customizable for specific business needs.
  • Deployment: A choice of rapidly building business process apps in the cloud or on-premises.
  • Security & Governance: Robust management portal, role-based access controls for all assets and applications, with priority to industry standard compliance and security.
  • Analytics: Data-driven decisions enabled with out-of-the-box process reports as well as integration into third-party reporting tools such as Microsoft Power BI or Tableau.

The combination of all these attributes form the key differentials of the K2 platform that enables you to build and collaborate on a single, complex application, and then rapidly scale across all enterprise processes. This makes it possible for process automation to not only happen within your business, but to scale across an organisation without the need of more technical resources. It’s happening today as K2 has been found to reduce application development time by 78% with ROIs of over 466%. That’s massive time savings and incredible business benefits as a result.

We also believe that all of these ingredients helped us receive the highest scores possible in the Forrester Wave in the following criteria: Smart forms and user experience, Process and Flow Design; Low-code/No-code, Mobile Engagement, API Support, Data Virtualization, Analytics, Integrations, Guiderails and Governance, Lifecycle Management, Enterprise Scalability, Digital Workplace, Ease of implementation, and Geographic presence. And while we’re very proud of that, our work is not done. We fundamentally believe that as a company we’re only just getting started and there is much more we will enable in terms of technological advancements of our platform.

We have many exciting updates coming this year, please stay tuned to our blog and our website as you won’t want to miss what’s next.

*A Forrester login is required to view and read the full report.

Episode 18: Driving Better Customer Experience (CX) with Process

 

With your own Customer Experience (CX) in mind, I would like to challenge you to think about what happens in your organisation when your customers perform the following actions:

  • Click the ‘pay’ button on your app.
  • Fill out a form on your website.
  • Call your customer call centre with a billing query.
  • Report a fault and request a technician.
  • Submit a claim
  • Send an email
  • Send a fax. (Yes, fax machines they still exist)

In this video we will apply process to an inbound email scenario to demonstrate how we can improve the end to end customer experience and provide visibility, tracking and real time notifications to customers and employees.