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Build and run workflow apps for SharePoint 2013 and SP Online with no code using K2 - Zvonimir Mavretić
The document discusses building and running no-code workflow applications for SharePoint 2013 and SharePoint Online using K2, allowing integration with various business processes and data sources. Key features include task assignment, escalation scheduling, custom report generation, and mobile accessibility. It emphasizes the ability to create and automate workflows and forms using line-of-business data, while supporting both on-premise and cloud environments.
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Build and run workflow apps for SharePoint 2013 and SP Online with no code using K2 - Zvonimir Mavretić
- 1. Build and runworkflow apps for SharePoint 2013 and SP Online with no code using K2 ZVONIMIR MAVRETIĆ, K2 ADRIATICS & EVISION
- 4. Go Mobile Oneform, multiple reusable views and data sourced from across the enterprise: and many more. Stand-alone or seamlessly integrated inside solutions like SharePoint
- 5. Or complex business processes that span the enterprise Build departmental workflows consisting of a few steps Do more with tools you know, like Word, Exchange and CRM
- 6. Assign tasks to multiple people, groups, roles or based on rules Schedule escalations based on business configuration
- 7. SMARTOBJECTS CUSTOMER FEEDBACK Title Priority Assigned To ORDER Product Name Quantity Value ACCOUNT Account Name Contact Rating
- 8. Out-of-the-box reporting portals Visibility on the go A combination of business analytics and workflow data provides real-time visibility Design custom reports using industry standard tools, like Excel PowerView and SSRS
- 9. YOUR WORKFLOW APPS ON ANY DEVICE ANYWHERE K2.COM
- 10.
- 11. COMMON SHAREPOINT &SHAREPOINT 365 USE CASES Workflows and Forms for SharePoint list and document items Workflows and Forms that integrate with SharePoint as an LOB system Workflow in SharePoint Forms, Workflow, Data in SharePoint Business apps that use SharePoint data I want to build workflows that use SharePoint documents and lists. I want to create forms and workflow, and integrate SharePoint and line-of-business data – all within SharePoint. I want to create web and mobile apps outside of SharePoint using forms, workflow and SharePoint or other line-of-business data.
- 12. WORKFLOW I wantto build workflows that use SharePoint documents and lists. SharePoint Start an approval workflow when a new sales quote doc is created Move Quote Delete Doc Sales Site Sales Quote Doc Lib Regional Managers List Finance Site Approved Quotes Approval Assign sales quote to regional manager Move approved sales quote to the finance site for processing
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- 14. FORMS, WORKFLOW, DATA I want to build forms and workflows in SharePoint that use line-of-business data for SharePoint documents and lists. SharePoint Sales Site Sales Quote Doc Lib Regional Managers List Finance Site Approved Quotes Start an approval workflow when a new sales quote doc is created Approval Assign sales quote to regional manager Move Quote Delete Doc Move approved sales quote to the finance site for processing
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- 16. K2 BUSINESS APPS I want to build business apps or automate processes that originate outside of SharePoint with forms, workflow, line-of-business data, and SharePoint documents and lists. Quote to Cash (Started from CRM data) Approval Create new quote from Microsoft Dynamics CRM Get the regional manager from SharePoint list lookup and send for approval Save Contract to SharePoint Update SAP Once approved create a new custom quote and save to SharePoint sales proposals doc lib Update SAP with new invoice info SharePoint Sales Site Sales Quote Doc Lib Regional Managers List Finance Site Approved Quotes SAP WEB SERVICE Microsoft Dynamics CRM
- 17.
- 18. K2 FOR SHAREPOINTIS HYBRID READY K2 supports hybrid infrastructure and deployment scenarios LOB DATA SOURCES ON PREMISE LOB DATA SOURCES CLOUD K2 SERVER (ON-PREMISE OR CLOUD-HOSTED) • Office 365 • MS CRM • Salesforce.com • SharePoint 2013 • SharePoint 2010 • SAP • Exchange • SQL Server • Active Directory MOBILE BROWSER K2 DATA & WORKFLOW WEB SERVICES FEATURE PARITY
- 19. K2.COM Bridge cloudand on-premises easily ENABLE PEOPLE TO BRIDGE CLOUD AND Empower more people to solve business problems with apps that include forms, workflows and access to information ON PREM SEAMLESSLY Unlock mobile potential inside and outside organizations
- 20. K2.COM BUILDING APPLICATIONS CONFIGURE OR CODE?
- 21.
- 22. thank you. SHAREPOINTAND PROJECT CONFERENCE ADRIATICS ZAGREB, 10/15/2014 - 10/16/2014
Editor's Notes
- #4 K2 allows people to build and run business applications, including forms, workflow, data and reports, with our drag-and-drop tools, code isn't necessary. Lets take a look at some of K2’s capabilities in more detail
- #5 K2 smartforms enable you to create forms which are hosted in SharePoint, Dynamics CRM, SalesForce.com or your own custom web sites or applications (click) Or run as standalone forms (click) Re-usable Create re-usable views on information from one to many line of business systems which can be incorporated into all your business forms. Using information from line-of-business systems and external data sources is easy with K2’s out of the box connectors including SharePoint, Dynamics CRM, SQL Server, Oracle, SAP, Salesforce.com, Web Services and more. Build with rules You don't need code to create forms that respond to user input and capture information correctly. K2’s forms rules framework enables your forms to work the way you want them to. (click) Go mobile In todays world we are not always in front of our PC K2 smartforms can be accessed on mobile devices for when you are on the go
- #6 K2 provides an enterprise class workflow engine with design tools that cut complexity, enable the delivery of reusable workflows and timesaving features. Go big or go small K2's workflow software can be used to manage simple departmental processes (then grow, if necessary) (click) or built to meet complex needs and span the largest enterprise organisations. Drag-and-drop design Use drag and drop components in your preferred browser to create re-usable workflows for your business applications, build then without leaving sharepoint (click) Do more with tools you know Leverage your existing investments to automate work including booking meetings, creating documents, sending emails and more.
- #7 Deliver workflows to the enterprise K2 comes with an extensive feature set to help you create workflows. From basic task routing to complex solutions with policies, rules, escalations and exception handling Task Allocation Ensure the right people get allocated work at the right time based on your business requirements Escalations Make sure you meet your business SLA’s leverage escalation to pro-actively remind users and teams or escalate it to management if required Inline Functions Performing calculations and functions in your workflows are done through no code wizards Business Information Use your line of business information in your workflow without code to route your process, make decisions and update information.
- #8 K2’s patented smartobjects enable you to define the information you need to use in your applications and connect without code to your systems. Data in forms Use business information from multiple line of business systems in your forms to give people all the information they need in one place at the same time. Save time and effort logging in and out of multiple systems. Data in workflow Use line of business data to make decisions, route workflows, assign tasks to the correct teams and automate line of business systems all winthout code.
- #9 Track your applications with real-time insight into process status and business performance. Use out-of-the-box reports that combine business analytics and workflow data, or create custom reports and alerts based on what's important to your organization. Surface this information inside of sharepoint Monitor progress and performance K2's real-time visibility lets you track the progress and performance of your applications and your business, so you can use up-to-the-minute data to make better decisions based on business analytics. With K2 it is obvious what is happening in your processes. Design custom reports using industry-standard tools People are more productive when they work in familiar environments. K2 provides extensive integration to a number of Microsoft-based tools — Excel PowerPivot, SQL Server Reporting Services and others to make information easily accessible. Info in real-time K2 gives you the ability to send notifications based on guidelines defined by you. Management may want to be alerted, for example, when a supply chain is interrupted or expenses hit 90 persent of allocated budget.
- #10 Any device Connect to and use your app from any device. Access your forms on your desktop as well your tablet or mobile, start workflows from anywhere and view and manage your tasks with native K2 task apps for mobile platforms. Worklist Access to all your K2 tasks, across all processes, from a single interface. You'll know precisely what work needs to be done and where it came from. The ability to sync your task list and take it offline allows you to get your work done, even if you don't want to pay for wifi on the plane. Mobile features K2 mobile apps for iOS, Android and Blackberry give your team access to workflow tasks from their phone or tablet. There they can take action, delegate or check in on process status. Include the right people Common task management capabilities, like redirect and delegate, ensure that the right person does the right work, at the right time. Sheduling Postpone a task until sometime in the future, whether it's tomorrow during your morning coffee, or next week after your big status meeting. Make the right business decisions View reports and access business data on your device and find the information they need to make great decisions - anytime, anywhere.
- #11 Building apps with K2 is simple whether an app is being built for you or you will be building your app yourself the tools being used are the same. All K2 design environments offer drag-and-drop simplicity, weather you are building a simple form or composing a complex rule. FORMS Use drag and drop components in your preferred browser to create feature rich reusable forms for workflows and business applications. WORKFLOW K2 provides design environments that are fine-tuned to your work style. Whether you prefer a browser, Visual Studio or desktop tools, we ensure you have what you need to build something great. DATA Use visual tools, not code, to define reusable business entities for access to your information, use line-of-business and Web-based data, regardless of where it lives. Smartobjects serve up a single view of business information and are easily configured to connect to nearly any system within your organization or on the web. OUT-OF-THE-BOX DATA INTEGRATION Out-of-the-box, K2 integrates with SharePoint, Active Directory, Exchange, Office 365, Dynamics CRM, SQL Server, Oracle, SAP, Salesforce.com and web services and more. CONNECT TO ANY SYSTEM For organizations that have homegrown applications and systems in place, K2’s integration tools make it easy to work with them all. Once a connection is in place, use it across all your K2 applications. REPORTS Use K2’s out of the box workflow reporting controls to add reports to your forms and create information portals. Extend these reports using community controls as well as industry standard reporting solutions. However you create reports K2 makes process, workflow and line of business data available for you to use.
- #12 There are 2 primary use patterns that we see in our customers today. These are 1) using workflows and forms for SP lists and document items (within the context of SharePoint) and 2) using SharePoint as another LOB system or system of record where that data is integrated into workflows and forms that span the organization. Within these there are some specific use cases and needs that we commonly see: The first is creating basic workflows for items that originate in SharePoint like documents from a document library or working with items from a SharePoint list. While often this type of scenario feels very straightforward, there are many considerations that you need to take into account in this scenario: Do you need to create workflows that span SharePoint multiple sites or even environments (different versions of SharePoint and SharePoint Online)? Will you want to create workflows that go beyond document and list actions, sites, users, groups, roles and permissions Will you be able to customize workflows to fit your needs in terms of how you want to route them, as well as the business rules, and logic to support them The second scenario is the most common use case that we see customer’s needing – this use case is where a customer wants to connect their workflows to electronic forms in order to intake information in a consistent and structured manner, and workflow enable those forms to route work for approval and action across the organization. Typically this also comes with the need to incorporate data from other sources in the organization such as legacy business systems or LOB systems. The third scenario, is where we see organizations wanting to accomplish both of the aforementioned scenarios, but also want and need the assurance of knowing that their workflow platform and workflow infrastructure operates independently of SharePoint - for future flexibility and to maximize their investment over the long term in their business application platform. In this scenario SharePoint can be used as another source of data and information that’s incorporated into a business application that runs in or outside of SharePoint and may integrate with data and systems across the organization. -------------------------------- MPS Survey data: Workflow: 73% SP2013 customers cite processes that would benefit from Workflow1 Forms: 73% cite application areas that would benefit from electronic forms1 54% Connect Workflow to Electronic Forms1 Data 32% use SP to connect to ERP1 28% use SP to connect with CRM1
- #13 What if you want to build simple workflows around SharePoint documents and list items? K2 has you covered. Let’s use a sales quote approval workflow as an example. The sales department keeps track of all in progress sales quotes in a document library. They also manage the list of sales managers for each region using a SharePoint list. CLICK 1: When a new sales quote is saved in the Sales quote document library, it will kick off a workflow that sends the quote to a manager for approval. CLICK 2: Each sales manager is responsible for a specific region’s quotes, so we want to route the approval task to the correct sales manager based on the region where the customer resides by doing a lookup on the Regional Managers list. CLICK 3: If the sales quote is approved, it needs to be moved to across SharePoint sites to the Finance site, where the Finance department maintains a library of approved quotes that need to be processed. If the quote is declined, the sales quote needs to be deleted from the original document library. Let’s take a look at how this scenario can be handled in just a few minutes with K2.
- #15 CLICK 1:But what if you want to extend the functionality of that simple sales quote approval process to provide some additional information and context to the sales manager approval step? CLICK 2: With K2, you can quickly customize the existing SharePoint task form to include additional information – regardless of whether that information lives in a line-of-business system like Microsoft CRM… CLICK 3: or somewhere else in your SharePoint environment. Let’s take a look at K2 to see how we can quickly and easily build this additional functionality into our existing sales quote approval process.
- #17 So we’ve covered a couple common scenarios that can be handled very quickly with K2, but what if you want to take your applications even further? CLICK 1: What if you want to expand your sales quote approval process into a complete Quote to Cash application that lives outside of SharePoint, but still uses information stored in SharePoint… CLICK 2: and also integrates with your Finance system for sales quote information, CLICK 3: Microsoft CRM or another CRM application like Salesforce.com for your customer information, CLICK 4: And display real-time financial information like exchange rates that come from a Web Service CLICK 5: And connects directly into your inventory system for up-to-the-minute information on product availability… Does it sound like something that will take your IT team weeks of development work and thousands of lines of code? With K2, you can pull all this information together quickly, without writing any code. And, once you have the form built just the way you like it…CLICK You can integrate all your form data into your existing sales quote approval process that has been customized to save a snapshot of the sales quote form into a document library in your SharePoint environment.
- #19 K2 Integrates ON-PREMISE and CLOUD Broad compatibility and feature parity across Office 365 and on premise versions of SharePoint 2010, and SharePoint 2013. K2 supports hybrid infrastructure and deployment scenarios. K2 host
- #20 On premises or in the Cloud. Customers tell us its not one or the other but both. We make that possible. Bridge cloud and on-premises easily. Empower more people to solve business problems with apps that include forms, workflows and access to information. Unlock mobile potential inside and outside organizations
- #21 The approach to building apps is changing, writing code takes time and is costly and the results are un-predictable and often hard, too expensive and hard to change and maintain. The current solution to delivering applications that are outside the core “transactional system of record” applications (SAP, Oracle) is custom code. We are learning that this is not an efficient way to deliver on this need. It’s expensive, maintenance is expensive, redundancy is an issue (technology continually moves on) and it simply takes too long to write custom applications for every need. The K2 application framework enables you to configure rather than code your business application. Applications can be delivered quickly in an adaptable and re-usable way.