business process automation with k2 and qorus
TRANSCRIPT
December 2014
Business Process Automation with Qorus & K2
Introduction
1. Business Process Automation
2. Qorus Software Introduction
3. K2 Introduction
4. HR Onboarding demonstration
5. Qorus integration with K2: walkthrough
6. Q & A
Agenda
K2.COM
“Things are accelerating, but it’s not as if we’re in a speed -up, slow-down world. It’s a
high-velocity world, we’re digitally connected, everything is changing.
BUSINESS REQUIRES SOFTWARE THAT CAN MOVE AT THE
VELOCITY OF BUSINESS.“
- Mark Parker CEO, Nike
BUSINESS PROCESS AUTOMATION
Reducing bottlenecks
Reusing your assets
no-code, drag and drop solutions
Span LOB applications
Reduce errors
Reduce exposure
Ensure compliance
Qorus Product Overview
SharePoint Document AutomationCreate better documents…faster!
Drastically reduce the time and effort required to customize and generate documents.
• Remove manual document creation
• Ensure document compliance and accuracy
• Generate personalized documents
• Ensure governance through approval
What do we do?
Key features
Template Management
Intelligent Templates
Document Generation
Template Management• Centrally manage templates
• Manage from SharePoint
• SharePoint versioning
• Approve and publish
Intelligent Templates• Merge data tags and tables
• Dynamic graphs / images
• Incorporate external doc’s
• Conditional sections
Document Generation• Server side automation
• Single or multi-stage docs
• Merge and store
• Word Automation Services
Design and manage intelligent document templates in your K2 processes
Dynamically display
fields, tables, images
and charts
Templates connected to
K2 Smart Objects
(external data i.e. CRM,
SharePoint, SQL etc)
Templates connected to
SharePoint (and/or
other) content
Template contain
business rules to
determine what content
to show based on data
inputs
Support for PowerPoint
and Word templates
(From 2007 upwards)
1 2 3 4 554321
Smart Documents
• HR on-boarding with auto-creation of employee contracts and welcome letters
• Financial pitch books and customer reports
• Contract lifecycle and the generation of contracts
• Legal documentation in a Case Management process
Use case examples
K2 Integration Process
Workflow integration
‘no coding’integration
Business process applications with SmartObjects accessing key data
Template designer
Business specific skills supplemented with Word and DocGeneration training
Template integration
SQL Integration
ERP Integration
SAP
K2 SHAREPOINT
INTEGRATION
SHAREPOINT
SMARTOBJECT
Role Info
•Description
•Salary Info
Candidate Info
• Employee ID
• Employee Name
• Employee Address
• Employee Banking
• …
Business Info
•Department Info
•Manager Details
•IT Provisioning
•Setup Payroll
•…
POLL
PRESENTED BY:
K2.COM
ANTHONY MOLYNEUX
K2
INTRODUCTION