spca2013 - learn how to build business application using k2 on the sharepoint platform
DESCRIPTION
Learn how to build business application using K2 on the SharePoint platformTRANSCRIPT
PRESENTED BY:
K2.COM
SIMON ALLPORT
K2.COM
What SharePoint
Should be:
Heart of Productivity.
The place to go for
running your day-to-
day business
(business apps).
And
Run on-premise or in
the cloud.
K2.COM
73% of SharePoint
organizations cite they
need workflow-driven
apps
But…
62% cite integration as a
challenge
30% say time & effort to build
business applications is a
challenge
21% End-user interface is a
challenge
Source: MPS Partners SharePoint Adoption Survey 2012/2013,
n=143
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TO BUILD & RUN
BUSINESS APPS WE NEED
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INTEGRATED & STREAMLINED
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EASY BROWSER-BASED DESIGN
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DESIGN FORMS IN THE BROWSER
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MULTIPLE DATA SOURCES, ONE
POINT OF TRUTH
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REPORT ON WHAT IS HAPPENING
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INTEGRATED EXPERIENCE
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ANY TIME, ANY WHERE, ANY DEVICE
SharePoint | Office 365
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
using SharePoint data
I want to build
workflows that use
SharePoint
documents and lists.
I want to build forms
and workflows in
SharePoint that use
line-of-business data for
SharePoint documents
and lists.
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.
COMMON SHAREPOINT USE CASES
SharePoint | SharePoint Online
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
using SharePoint data
I want to build
workflows that use
SharePoint
documents and lists.
I want to build forms
and workflows in
SharePoint that use
line-of-business data for
SharePoint documents
and lists.
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.
WORKFLOW
K2.COM
SharePoint
Start an approval
workflow when a
new sales quote doc
is created
WORKFLOW
Move Quote Delete Doc
Sales Site
Sales Quote
Doc Lib
Regional
Managers List
Finance Site
Approved
Quotes
Approval
I want to build workflows that use SharePoint documents and lists.
Assign sales quote
to regional
manager
Move approved sales
quote to the finance site
for processing
SharePoint | SharePoint Online
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
using SharePoint data
I want to build
workflows that use
SharePoint
documents and lists.
I want to build forms
and workflows in
SharePoint that use
line-of-business data for
SharePoint documents
and lists.
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.
WORKFLOW
• Integrated, visual designer
• Create workflows that span SharePoint
sites, versions, and SharePoint Online
• Collaborate with colleagues on workflow
designs, real-time
• Customize workflows with routing, business
rules, and logic
K2.COM
DEMO
SharePoint | SharePoint Online
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
using SharePoint data
I want to build
workflows that use
SharePoint
documents and lists.
I want to build forms
and workflows in
SharePoint that use
line-of-business data for
SharePoint documents
and lists.
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.
FORMS, WORKFLOW, DATA
• Integrated, visual designer
• Create workflows that span SharePoint
sites, versions, and SharePoint Online
• Collaborate with colleagues on workflow
designs, real-time
• Customize workflows with routing, business
rules, and logic
K2.COM
FORMS + WORKFLOW + DATA
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
Move Quote Delete Doc
Approval
Assign sales quote
to regional
manager
Move approved sales
quote to the finance site
for processing
I want to build forms and workflows in SharePoint that use line-of-business
data for SharePoint documents and lists.
SharePoint | SharePoint Online
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
using SharePoint data
I want to build
workflows that use
SharePoint
documents and lists.
I want to build forms
and workflows in
SharePoint that use
line-of-business data for
SharePoint documents
and lists.
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.
FORMS, WORKFLOW, DATA
• Create workflows combined with intuitive
forms - directly in SharePoint
• Get more work done across multiple data
sources – all from one screen
• Data is kept intact by the underlying
systems of record
• Systems of Engagement – without code
• Integrated Visual Designer
• Create workflows that span SharePoint
sites, versions, and SharePoint Online
• Collaborate with colleagues on workflow
designs, real-time
• Customize workflows with routing, business
rules, and logic
K2.COM
DEMO
• Integrated Visual Designer
• Create workflows that span SharePoint
sites, versions, and SharePoint Online
• Collaborate with colleagues on workflow
designs, real-time
• Customize workflows with routing, business
rules, and logic
SharePoint | SharePoint Online
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
using SharePoint data
I want to build
workflows that use
SharePoint
documents and lists.
I want to build forms
and workflows in
SharePoint that use
line-of-business data for
SharePoint documents
and lists.
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.
BUSINESS APPS
• Create workflows combined with intuitive
forms - directly in SharePoint
• Get more work done across multiple data
sources – all from one screen
• Data is kept intact by the underlying
systems of record
• Systems of Engagement – without code
Quote to Cash
(Started from
Salesforce
data)
Approval
Save
Contract to
SharePoint
Update SAP
Create new quote
from
Salesforce.com
opportunity
Get the regional
manager from
SharePoint list
lookup and send
for approval
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
SALESFORCE.COM
WEB SERVICE
SAP
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.
SharePoint | SharePoint Online
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
using SharePoint data
I want to build
workflows that use
SharePoint
documents and lists.
I want to build forms
and workflows in
SharePoint that use
line-of-business data for
SharePoint documents
and lists.
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.
BUSINESS APPS
• Create workflows combined with intuitive
forms - directly in SharePoint
• Get more work done across multiple data
sources – all from one screen
• Data is kept intact by the underlying
systems of record
• Systems of Engagement – without code
• Build process applications that span your
enterprise systems, including SharePoint –
on premise or in the cloud.
• Integrated Visual Designer
• Create workflows that span SharePoint
sites, versions, and SharePoint Online
• Collaborate with colleagues on workflow
designs, real-time
• Customize workflows with routing, business
rules, and logic
K2.COM
K2 supports hybrid infrastructure and deployment scenarios
ON-PREMISE OR CLOUD?
LOB DATA SOURCES CLOUD K2 SERVER
(ON-PREMISE OR CLOUD-HOSTED)
LOB DATA SOURCES ON PREMISE
• Office 365
• MS CRM
• Salesforce.com
• SharePoint 2013
• SharePoint 2010
• SAP
• Exchange
• SQL Server
• Active Directory
MOBILE BROWSER API/TOOLS
Feature Parity
Get your hands on the K2 for SharePoint Beta
CALL TO ACTION
Sign up for the K2 for SharePoint Beta today.
Register at: http://pages.k2.com/sharepoint2013beta.aspx
Come out to Vegas ahead of the SharePoint
Conference, for a weekend filled with K2 learning,
peer collaboration and special announcements.
Pre-Register Now: http://k2conference.com/
Sign up for the K2 User Conference, March 1-2 in Las Vegas, NV
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