Enterprise Workflow with K2 Andrew Eberhard MarkWest Energy Partners, L.P.

Terminology Workflow An orchestrated and repeatable pattern of business activity enabled by the systematic organization of resources into processes that transform materials, provide services, or process information.1 Business Process Automation/Management A strategy for managing and improving the performance of a business through continuous optimization of business processes in a closed-loop cycle of modeling, execution, and measurement. These methods, techniques, and tools are used to design, enact, control, and analyze operational business processes involving people, systems, applications, data, and organizations.1 If you just stand up a workflow and walk away, you’ve left half the value on the table.

Typical Goals of Enterprise Workflow Enforce policy compliance Reliable auditability Performance metrics Process refinement Maximize productivity/Reduce headcount

Common Enterprise Workflow Solutions Workflow only Notification engine (e.g. “nag machine”) Workflow + SharePoint Document approval Workflow + LOB application(s) New hire onboarding IT provisioning requests Workflow + LOB application(s) + SharePoint Contract management

K2 Components Workflow Engine Forms Engine LOB Application Integration Rules and Routing Forms Engine Task Completion Forms Dashboards LOB Application Integration Aggregate data from disparate sources for use in the workflow and forms

K2 Components - continued SharePoint Integration Augment or override default SharePoint workflows Browser based workflow designer Administration Terminate workflows Reassign tasks Out of office Reporting

K2 Products On Premise In Cloud Blackpearl SmartForms Workflow engine LOB integration SmartForms Forms engine K2 for SharePoint 2013/2016 App SharePoint integration In Cloud AppIt – SaaS + IaaS SharePoint online integration LOB application integration Blackperl - SaaS Beta

K2 Drawbacks Its not free Generally the workflow engine isn’t smart enough to know, on its own, whether or not a user has completed task requiring work in an LOB system. Code-free doesn’t mean maintenance free; it doesn’t even mean easy maintenance (necessarily) Silverlight dependencies for certain functions; deployment complexity

References https://www.ftb.ca.gov/aboutFTB/Projects/ITSP/BPM_Glossary.pdf