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.

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

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 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

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.

Webinar 17: Digital Transformation with HP Records Manager (TRIM) and Office 365

 

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.