Introduction to the K2 Case Management Framework


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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

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  • K2 is a process companyIt is what we do We have built out business on Microsoft (started with OS and SQL server)We camp on campusWe have SAP certificaitionORACLE, SQL and content managementMany of the world largest government and organisations are using K2
  • We start with basic understanding of a case within a filling cabinet
  • We start with basic understanding of a case within a filling cabinet
  • Our filling cabinet is represented as a site in SharePoint.
  • Our folder is represented as a SharePoint site
  • Introduction to the K2 Case Management Framework

    1. 1. K2 Case Management Framework<br />Accelerating Case Management Solutions development using K2's Case Management Framework for SharePoint. <br />Igor Jericevich<br /><br />Technical Specialist<br />
    2. 2. K2 - Company<br />> Our software platform makes it easier and faster to build workflows and process-driven applications that increase business efficiency.<br />> Founded in 2000. Headquartered in Redmond, Washington.<br />> Well established global footprint through Subsidiaries and Distributors in United States, Australia, New Zealand, South Africa, Greater China, UK, France, Dubai and Singapore.<br />> Widely recognized as a strong leader in the Microsoft technology based workflow and BPM market.<br />> Customers and Partners in more than 50 countries.<br />> 2,500+ customers, 15 percent of Fortune 100 companies. More than 1 million end users..<br />> K2 includes certified out of box capability to integrate with SAP<br />> K2 was named a visionary in Gartner’s “Magic Quadrant for Business Process Management Suites,” released Feb. 18, 2009.<br />
    3. 3. Workflow | process | case management<br />Simple<br />Advanced<br /> CASE<br />K2 provides tooling to handle simple to advanced workflow as well as a framework for Case Management implementations <br />
    4. 4. ASSEMBLE SharePoint-baHEFor The Power user - K2 DESIGNER FOR SHAREPOINT<br />
    5. 5. OFFICE-LIKE DESIGN EXPERIENCE WITH For the Advanced - K2 STUDIO<br />
    6. 6. Demo <br /> Simple Workflow <br />
    7. 7. Typical Workflow<br />It works on paper, but the real world isn’t a piece of paper...<br /><ul><li>No flexibility
    8. 8. For very predefined
    9. 9. Workflow in full control</li></li></ul><li>The Real World<br />Future requirements are complex, unpredictable, and not easily defined.<br /><ul><li>Chaos occurs easily
    10. 10. Measurement is a luxury
    11. 11. Ad-hoc
    12. 12. Knowledge and decisions lay with the users </li></ul>In many day to day business processes, it is often difficult to control flow using a predefined “static process”.<br />
    13. 13. Why Case Management<br />The Business Challenge<br />In many day to day business processes, it is often difficult to control flow using a predefined “static process”.<br />Processes will often move in non predictable ways from state to state based on the business need. Visibility across “cases” is critical and traditional BPM solutions don’t solve the problem. <br />Typical Examples Include:<br /><ul><li>Incident Management
    14. 14. Claims – Insurance, Refunds
    15. 15. Customer on boarding – Legal, financial
    16. 16. Complaints and Disputes Management
    17. 17. Enquiry or correspondence handling
    18. 18. Permit and licenses Management
    19. 19. Forensic Investigations
    20. 20. Applications – Grants and Loans
    21. 21. HR recruitment, verification and security clearance</li></li></ul><li>THE NEED FOR CASE MANAGEMENT<br />A BUSINESS DEFINITION<br /><ul><li>Case management refers to a pattern of working for knowledge centric processes where skilled workers assess large amounts of related information typically a mixture of content (e.g. Documents, Images, physical evidence, records and data) which is used to make a series of discretionary decisions about next steps and associated outcomes. Such case processing typically involves interaction between individuals and organisations and can take place over days, weeks or even years.</li></li></ul><li>THE NEED FOR CASE MANAGEMENT<br />A TECHNICAL DEFINITION<br />A pre-configured combination of a , , and<br /> with a supporting delivering a environment to access, implement, coordinate, , and evaluate end to end business processes, their instances, supporting documentation and records.<br />SharePoint<br />K2<br />business process engine<br />portal<br />business process engine<br />portal<br />framework<br />collaborative<br />document management<br />document management<br />monitor<br />report<br />monitor<br />collaborative<br />report<br />framework<br />
    22. 22. From a Business Perspective<br />Case management processes typically have the following characteristics:<br />Unpredictable processes<br />Internal and  external parties may contribute, collaborate and interact with the  case<br />Large amounts of related data and information are assessed when parties interact with the case<br />Data associated with the case may be:<br />Structured (e.g. business objects)<br />Unstructured(e.g. documents, physical items)<br />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<br />The business needs visibility across individual cases as well as overall aggregation<br />Auditing of case events and managing the case life cycle are important<br />Cases typically have milestones that need to be tracked<br />How to identify CASE MANAGEMENT FRAMEWORK (CMF) opportunities <br />
    23. 23.
    24. 24.
    25. 25. 14<br />Case management view in SharePoint<br />=<br />
    26. 26. 18<br />Our folder is represented in SharePoint<br />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. <br />=<br />
    27. 27. DemoClaims Management Scenario<br />
    28. 28. Partners focus<br />Case Framework<br />
    29. 29. What customers are doing with Case Management<br />The co-op<br />Brit Insurance<br />State of Wyoming <br />CCAM<br />Conoco-Philips<br />Statoil<br />BOC – Guatrain<br />SCAW Metals<br />
    30. 30. Case Management on SharePoint<br />“K2's Case Management Framework represents the closest present-day approximation of what a "pure SharePoint" ECM suite configuration could be. <br />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. <br />K2's Case Management Framework focuses on auditability and rich information presented in role-based context via its flexible, intuitive interface.”Toby Bell, Gartner<br />
    31. 31. Multiple Designers<br />Power Users<br />Developers<br />Business Analysts <br />K2 Studio/Visio<br /><ul><li>No dependency on Visual Studio
    32. 32. SharePoint & Non SharePoint workflows
    33. 33. Design K2 SmartObjects
    34. 34. Process Guides for quick “how to” help</li></ul>K2 Designer for SharePoint<br /><ul><li>Web-based designer built on Silverlight
    35. 35. No client-side installation required
    36. 36. Rich design experience
    37. 37. Automatic workflow layout
    38. 38. SharePoint item-based workflows
    39. 39. No code</li></ul>K2 Designer for Visual Studio<br /><ul><li>Visual Studio K2 Project Templates
    40. 40. Access to code behind and managed code
    41. 41. TFS Support
    42. 42. Project references
    43. 43. Full debugging support
    44. 44. Live Process Management</li></ul>Collaborative Designers<br />No need to reengineer when more complexity is required<br />
    45. 45. AD<br />Start<br />SAP<br />HR<br />Access/Connect<br />?<br />Form<br />SharePoint<br />LM<br />Access/Connect<br />?<br />WS<br />Form<br />Other<br />Approved<br />Declined<br />K2<br />
    46. 46. Business Problem Focused<br />IT Focused<br />SmartObjects<br />AD<br />Start<br />Ref<br />ServiceObjects<br />SAP<br />HR<br />Access/Connect<br />Form<br />SharePoint<br />LM<br />Access/Connect<br />WS<br />Form<br />Other<br />Approved<br />Declined<br />K2<br />
    47. 47. Thank You<br />