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