Driving a 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)
During 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

The Benefits of Process Automation: For Courts, Tribunals, Commissions and the Broader Legal Community

 

 

Our legal systems are experiencing significant growth and are increasingly reliant on consumable, digital information. The volume of content is continuously increasing, creating new management challenges.

Are you reaping the benefits that are available from process automation?

During this video, we will be demonstrating how K2 can improve customer service and efficiency through process automation.

– Streamline and enhance your case or matter processes with K2
– Integrate with your existing systems – enhance what you already use
– Reduce manual paper processes
– Mitigate risk through the creation of structured workflows
– Generate process focused reporting
– Collaborate with your document management and automation systems
– Improve both your client and your internal user outcomes

Building Enterprise Apps with K2 and Office 365

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

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

During the webinar, Igor will be demonstrating a technology fuelled new staff onboarding process using the following technologies:

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

Don’t miss this session. We also showcase the new K2 App Wizard and SmartStarters capability – Read More

Deep Dive: Document Collaboration with external Parties with O365

 
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 live webinar, 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

On Demand: Get the most from your Records Management platform investment with Dynamics 365 & K2 Cloud

 

 

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 Office 365 remains a massive headache for records managers.

Imagine the benefits of being able to expose a digital form inside the easy to use Dynamics CRM or 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.

This is a not to miss webinar with John Pouliezos showcasing K2’s newest wave of cloud technology and how a K2 can generate PDF’s and save documents directly to HPRM (TRIM) from Dynamics 365.

On Demand: K2 Cloud + K2 Five Overview

 

Late last year we launched the K2 Five and K2 Cloud platform.

The rate of updates to the K2 Cloud has been impressive with new enhancements and features added every 3 to 6 weeks. ​​​​​​​ In order to help keep up-to-date with the new enhancements, we would like to start a bi-monthly webinar to overview these new capabilities and enhancements.

This video will provide an in-depth overview of the capabilities of the new K2 Five and K2 Cloud.

During this video we will focus on:

Highlight the key feature changes and updates from K2 4.7 Demo the new simple K2 drag and drop designer Differences between the on-premises and cloud versions of K2 How to integrate both of these into Power BI using the new OData providers.

On Demand: Manage your document control and lifecycle process 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 live webinar, we will be demonstrating how easy it is to improve employee experience with quality document control and lifecycle management.

Watch the video, to see how to:

• Collaborate with 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.

On Demand: Business Process Contract Management – Where Process, Collaboration, and Contract Management meet to fill the technology gaps.

 

 

Reviewing and negotiating a complex contract often requires input from various internal advisors / stakeholders. Each internal reviewer may in turn have their own unique review and comment process depending on the type and value of the contract.

During this video, we will be demonstrating how easy it is to improve employee experience with a combination of Process and document collaboration.

Watch now see how to:

  • Leverage technology to scan contracts for key high-risk clauses
  • Assign tasks based on business rules, workload and other business parameters.
  • Manage parallel and ad hoc process requirements.
  • Leverage best of breed technologies like SharePoint, Microsoft Word Co-Authoring, DocuSign to provide a collaborative experience.
  • Make informed decisions on where to apply expert resources based on risk profiling and ratings.

On Demand: Remove the burden of Records Management 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.