Amplexor - The K2 Case Management Framework

K2 Confidential WWW.K2.COM

PRESENTED BY:


PRESENTED BY:

K2 Case Management FrameworkAccelerating Case Management Solutions development using K2's Case Management Framework for SharePoint.

IGOR JERICEVICH

[email protected]

TECHNICAL SPECIALIST

mailto:[email protected]


WorkflowSimple

Approvals

Simple forms

BPMMore Complex

Business application

Complex Routing

Dynamic Logic

Integrated

Reporting and monitoring

CASEDynamic

Core business process

Content and process

Processes are not linear

Visibility by stage

Performance metrics

Adhoc

Audit

Checklists

PRESCRIPTIVE “ASSISTIVE”

Document Routing

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EXAMPLE OF ONE OF THE K2 TOOLING


THE CORE OF A CASE

Case DataThe

Business Object

Process

Forms

Reports

Comments

Audit

Actions

People

Tasks

Records

Documents


CASE HAS A VIRTUAL FOLDER


The Case Lifecycle Process – Process can be kept clean and simple.

THE POWER OF WORKFLOW WITH CASE

+

Cancel Case

Request Assistance

Send Inspector

Ad-

hoc

actio

ns

Etc...


DEMO


WHAT CUSTOMERS ARE DOING WITH CASE MANAGEMENT

Customer Location Solution

Financial Services United Kingdom Risk and Incident Management

Insurance United Kingdom Binder Approval

Vehicle Finance South Africa Debt Counselling

Government United States State Medical Benefits administration

Education United Kingdom School Inspection

Banking Portugal Complaints and Incidents

Defence Brussels Incident Management

Oil and Gas Norway Drill deviation exception handling

Oil and Gas Norway Business Proposals

Transport South Africa Incident Management

Government Australia Development approval

Medical Australia Medical aid

Steel Industry South Africa Sales Quotations

Finance United States Trading account setup

Finance United States Tax certificate management

Brit Insurance

BOC – Guatrain

SCAW Metals

CCAM

The co-op

Conoco-Philips

Statoil

Brit Under Writer

Binder Management

Initiation Initial Review

Fact Sheet (in BRM)

Supporting Information (application, financials,

etc.)

Submit approved binder fact sheet

Coverholder Management

Request checks (according to Review

Requirements Checklist)

Functional Reviews

Coverholder Checks

Escalate for sign-off

Final Review

Binder Approval (in

BRM)

Senior

Process Overview

Financial Review

Binder Management

Binder Checks

Claims

Actuarial

Slips and Wordings

Legal

Lloyds Review

Case Instance view in SharePoint

Brit Insurance – Case Dashboard


THE CO-OPERATIVE GROUP – DATA CAPTURE


THE CO-OPERATIVE GROUP – CASE FOLDER


CRÉDITO AGRÍCOLA

Gestão de Processos > Processo RECL0001

Documentos

Nome Tipo Documento Data

Carta Resposta

CorrespondênciaReclamante 3/3/2010

Original Original Reclamação 28/2/2010

Resumo do CasoFormulário da Tarefa

a minha área

Progresso do Caso

Etapa Data Início Data Conclusão % Conclusão Duração Esperada Duração Actual

Registo Reclamação 07/03/2010 08/03/2010 7 horas 6 horas

Análise Reclamação 08/03/2010 15/03/2010 25 horas 35 horas

Elaboração Resposta 15/03/2010 14 horas 6 horas

Etapa Elaboração Resposta

DescriçãoElaboração da resposta à reclamação apresentadapelo reclamante

Acções

Detalhe da Tarefa… Pedidos de Parecer… Registo Histórico... Documentos

Gestão de Pedidos

AcçõesCancelar caso

Escalar caso

Registar pedido de parecer

Lista de Tarefas

Abertura de Novos Processos

Dashboards

Monitorização

Pesquisa de Processos

Outros

Consultar normas aplicáveis


CRÉDITO AGRÍCOLA


CASE MANAGEMENT ON SHAREPOINT

“K2's Case Management Framework represents the closest present-day approximation of what a "pure SharePoint" ECM suite configuration could be.

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.

K2's Case Management Framework focuses on auditability and rich information presented in role-based context via its flexible, intuitive interface.”Toby Bell, Gartner


TECHNICAL ARCHITECTURE


To be implemented

Case Framework

Amplexor - The K2 Case Management Framework

Technology

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