kim 10.0 project insideout - high performance counsel...• kim is a proven, mature, no-code...

Kim 10.0Project InsideOut

Automation-as-a-ServiceEvolving to Simplicity - Enabling Digitization

16 July 2019

© Kim Technologies Limited 2019 Commercially Sensitive and In-Confidence

EMBARGOED UNTIL 10.00am EST ON 16 JULY 2019

Agenda

© Kim Technologies Limited 2019

1. Welcome, introductions and scene setting (Karl Chapman - 8 mins)

2. Kim 10.0 - Project InsideOut demo (Karl Chapman / Richard Yawn - 25 mins)

3. Understanding Kim: Dynamic case management at its core (Richard Yawn - 10 mins)

4. How Kim is used today (Andy Daws - 10 mins)

5. Q&A (Karl Chapman moderate - 5 mins)

6. Next steps (2 mins)

Note: Microsoft ‘Word’, ‘Office’ ‘Office 365’ and ‘Azure’ are trademarks of the Microsoft Corporation

2

What is Kim?User friendly interface

© Kim Technologies Limited 2019 Commercially Sensitive and In-Confidence 3

How is Kim deployed?Use cases – all functions/sectors


Freehold / Leasehold Asset Management

Global Insurer

Service Centre / Engage a Healthcare Professional

Global Pharma

Legal Managed Services

Global Professional Services Firm

Contract Lifecycle Management

Global Telco

Procurement to Derivative Contracts

Global Bank

Kim 10.0All the functionality of Kim without leaving MS Word/Office 365


Imagine if anyone in your organization can self-serve and submit and track their requests

without leaving MS Word, Office / Office 365

Imagine if your legal and other functional teams can manage all their cases / matters through MS Word, Office / Office 365 (case allocation, case management, document automation / creation, negotiation, playbooks, escalation,

approvals, email, search, dashboards ...)

Kim 10.0All the functionality of Kim without leaving MS Word/Office

© Kim Technologies Limited 2019 6

Evolving to simplicityEnabling digitization

MS AzureMS Word

UniversalInterface

Dynamic Case Management &Automation-as-a-Service

No-CodePlatform

ScalableInfrastructure

Microsoft ‘Word’, ‘Office’ ‘Office 365’ and ‘Azure’ are trademarks of the Microsoft Corporation

Kim 10.0Evolving to simplicity


• Kim is a proven, mature, no-code platform for dynamic case and workflow management, process and document automation, including search, dashboards and repository

• MS Office has 1.2bn users, MS Office 365 has 155 million users and MS Azure is a secure, scalable and global cloud platform

• We have:

- combined these elements, with MS Word as the User Interface, to deliver Automation-as-a-Service, dynamic case management and digitization on demand;

- accelerated user adoption because little or no end-user training is required; - delivered a low Total Cost of Ownership (TCO), a reduced Time to Market (TTM) and a high Return on

Investment (RoI); with- a platform that is applicable to all functions and sectors and is configurable by people with no IT

development or coding expertise

2. Kim 10.0Project InsideOut

© Kim Technologies Limited 2019 Commercially Sensitive and In-Confidence

InsideOutImagine


• Digitizing and automating your legal (or any other) function, globally, with MSWord/Office 365 as the user interface

• Anyone in your organization can self-serve, submit and track their requestswithout leaving MS Word/Office 365

• Your legal team can manage all their cases/matters through MS Word(document automation/creation, negotiation, playbooks, escalation,approvals, email, dashboards ...)

• And imagine all this being configurable by people with no IT development orcoding expertise

Kim 10.0All the functionality of Kim without leaving MS Word/Office


Kim 10.0Kim sidebar


Kim 10.0Self-serve wizard


Kim 10.0Document automation and negotiation


Kim 10.0Workspace


Kim 10.0Dashboards


3. Understanding Kim:Dynamic Case Management at its core


The big pictureOverview

Kim is an enterprise wide, no-code,

configurable, cloud-first, Automation-as-a-

Service ‘platform’, applicable to all

functions and sectors


The big pictureCase Management at its core


A “case” is any project, transaction, service or response that is “opened” and “closed” over a period of time to achieve resolution of aproblem, claim, request, proposal, development or other complex activity. It is likely to involve multiple persons inside and outside of theorganization, with varying relationships to each other, as well as multiple documents and messages.

Sometimes known as adaptive or dynamic case management, case management endeavors to improve the performance of yourorganization by putting case information front-and-center rather than considering the process as primary, the way workflow and BPMdo. Such information will be accessed over the entire length of time you are working on a given task and will become the official recordfor that work.

Case management is described as operating on bundles of content rather than individual documents or images. A “case” is acompendium of information, processes, advanced analytics, business rules, collaboration, and sometimes social computing that relatesto a particular interaction with or issue involving a particular party like a customer, supplier, patient, student, or defendant. The case filewill involve a collection of customer communications, forms, process documents, reports and supporting documentation, and will needto be managed for compliance and audit.

Source: https://www.aiim.org/What-is-Case-Management

https://www.aiim.org/What-is-Case-Management

The big pictureCase Management at its core


A “case” is any project, transaction, service or response that is “opened” and “closed” over a period of time to achieve resolution of aproblem, claim, request, proposal, development or other complex activity. It is likely to involve multiple persons inside and outside ofthe organization, with varying relationships to each other, as well as multiple documents and messages.

Sometimes known as adaptive or dynamic case management, case management endeavors to improve the performance of yourorganization by putting case information front-and-center rather than considering the process as primary, the way workflow and BPMdo. Such information will be accessed over the entire length of time you are working on a given task and will become the official recordfor that work.

Case management is described as operating on bundles of content rather than individual documents or images. A “case” is acompendium of information, processes, advanced analytics, business rules, collaboration, and sometimes social computing that relatesto a particular interaction with or issue involving a particular party like a customer, supplier, patient, student, or defendant. The case filewill involve a collection of customer communications, forms, process documents, reports and supporting documentation, and will needto be managed for compliance and audit.



What is Kim?Overview


• An end-to-end platform that can be configured to any work type, any workflow, utilizing any template, covering:

- request management - self-service - case allocation - case management - case tracking - documentcreation and automation - approvals - live and trend dashboards - search - repository …

• Applicable to all functions and sectors

• Enterprise integration layer – Kim has a three-tiered model that enables integration with other enterprise wide systems and point solutions (from Office365 through Salesforce to DocuSign). This three-tiered model combines (i) configuration, (ii) APIs and (iii) Dell Boomi

• Configured by individuals with no IT development or coding expertise – a genuinely no-code platform

4. How Kim is used today


AI and Machine Learning

For All Work Types, Configured By Work TypeWorkflows, Templates, Self-Service, Case Management, Case Statuses, Document Generation and

Automation, Supervision, Escalation, Collaboration, Approval, E-signature, Live and Trend Dashboards, One Case and Document Repository

One ‘Front Door’ / One Gateway For All Work TypesInstruction Management, Allocation to Internal / External Teams, Re-Direction to Another Function(What work do we have, who have we allocated it to, where is it in the process, why did we close it,

all held in one searchable repository with live and trend dashboards)

One Data Layer, One Integration Layer

TheRoof

TheRooms

The Foundations

Pre-emptive & Predictive Layer

Application &Work Layer

Process &Integration Layer

What is Kim?Building context from the inside out


What is Kim?User workspace


What is Kim?Self-service, document automation and e-signature


What is Kim?Dashboards


What is Kim?Repository


What is Kim?Repository and contract family mapping


What is Kim?Back office (Super User) view


5. Q&A


Kim 10.0All the functionality of Kim without leaving MS Word/Office 365


Evolving to simplicityEnabling digitization

MS AzureMS Word

UniversalInterface

Dynamic Case Management &Automation-as-a-Service

No-CodePlatform

ScalableInfrastructure

Microsoft ‘Word’, ‘Office’ ‘Office 365’ and ‘Azure’ are trademarks of the Microsoft Corporation

6. Next Steps


Next steps

© Kim Technologies Limited 2019

• Briefing pack- Slides- High resolution Screen shots- FAQs

• Videos- will be posted to www.ask.kim- links emailed to you

• Follow-up (contact [email protected])- request meetings/calls- follow-up questions- high resolution images (logo, screen shots)

32

http://www.ask.kim/

mailto:[email protected]

For more information on Kim please see below:

Website: www.ask.kim

Videos: we have created a number of videos to show what Kim does which you can access from the Kim website

Social Media: you can stay up to date with Kim news, release updates and more via the icons below

Contacts: To arrange a follow-up meeting please contact [email protected]

Learn more about Kim


http://www.ask.kim/

mailto:[email protected]

https://www.facebook.com/AskKimTech/

https://www.linkedin.com/company/10340792

https://twitter.com/KimTechnologies

https://vimeo.com/kimtechnologies

AppendixHow Did We get HereTechnical Information



Kim enables knowledge workers with no software

development or coding expertise to automate processes, workflows,

documents and dashboards, set up repositories and

integrate with third party tools; all in days and weeks rather than in months and

years

1.Kim is a proven enterprise wide

platform used by global organizations

2.Kim is a SaaS, no-code, configurable

dynamic case management and workflow platform that utilizes neural

networks and machine intelligence

concepts

3. Applicable to any

business function or sector, Kim is

configurable to virtually all processes

and workflows4. Kim was established in Sept 2013 and its first commercially

available product was released in May 2016. Kim 9.7 was released

in May 2019

5. This EY sales video

shows the Kim platform in action -Can the Corporate Legal Department become a business enabler? https://rv-

l.com/2GdKXQM

6.Project InsideOut Kim 10.0 released

16 July 2019

Evolving to SimplicityEnabling Digitization

ContextHow did we get here?

https://urldefense.proofpoint.com/v2/url?u=https-3A__rv-2Dl.com_2GdKXQM&d=DwMFAg&c=4ZIZThykDLcoWk-GVjSLmy8-1Cr1I4FWIvbLFebwKgY&r=FXvBf9S-8B4a4K9PJJsrr8KKOBbxkT4tGT9qsDfRKYo&m=U3zE5FEwokqQYzl3DV3GL2qcAEk0QBTnJ5FVk7bb6rc&s=D1S67WNcfQxAaKgNyNMkXnjDt7YdthurigDUR65VxCQ&e=

Kim’s architecture and Microsoft Azure infrastructure supports cross sector and cross function web enabled case management business solutionsin a unified singular model. Whether pre-configured, or custom configured by Knowledge Workers/Subject Matter Experts who have no softwaredevelopment/coding expertise, the Kim Platform adapts to the business need. Kim achieves a unified singular model via a combination of:

Kim architectureMicrosoft stack


Standardized database architecture using SQL Server 2012/14/16, normalized cm modeland all access through stored procedures using standardized T-SQL

Standardized technical infrastructure architecture with application hosting on MS IIS 8.0+or Azure App Services, Database hosting on MS SQL Server and all VMs being WindowsServer 2011 or above

Standardized software development using Microsoft’s .NET framework Kim is zero footprint and works with all HTML5 CSS3 compliant devices

Kim’s cloud-first design is scalable, available, usable and securable Application and database design scale horizontally and vertically

Kim’s architecture supports logical multi-tenant shared SaaS and private cloud SaaSmodels

Data models abstractly represent Account, Application, Content, Document, Workflowand Reports

The UI/UX design enables anyone with Super User rights (Knowledge Workers/SubjectMatter Experts with no software development / coding expertise) to configure globalsolutions from a standard desktop browser

Models are relational representing an abstract case management design combininggraph-like representation supporting data variance with automap sequencing to theneural networks

End user UI/UX design is the same experience for any Kim solution and is accessible fromdesktop, tablet and mobile device browsers

Artificial and Deep Neural Network series abstractly represent each data modelcollectively and automatically stepping-in/out as maps form

Integration layers automatically become available for any Kim solution providing RESTWeb API and inbound/outbound events

Kim’s software engineering is designed for optimal performance on data and applicationby applying caching, paging, indexing, memory optimization, procedure executionplanning and data modelling techniques that automatically form as new solutions areconfigured, when pre-existing configurations are imported or when end users utilize Kimsolutions

Architecture Overview


Kim

IaaS / PaaS

Kim is a Browser Accessible No-Code Configuration and Runtime Environment with a REST Integration Layer.

• Standardized on Microsoft Technology:• IIS• .NET Runtime• IIS or AzureApp Services• SQL Server (2012/14/16)

Configurable Automation as a Service

(Kim Enablement)

App Services, Infrastructure Databases

and Hosting Servers

kim 10.0 project insideout - high performance counsel...• kim is a proven, mature, no-code...

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