1. K2 Confidential WWW.K2.COM PRESENTED BY: Understanding SharePoint 2010 Workflow and the Value of K2 ERIC SCHAFFER K2 TECHNICAL PARTNER MANAGER ERIC@K2.COM

2. K2 Confidential WWW.K2.COM How do people use SharePoint today? What does “Simple Workflow” really mean SharePoint Workflow Features and K2 Value Demo SharePoint Workflow using Visio + SharePoint Designer K2 Designer for SharePoint Summary Q/A AGENDA

3. K2 Confidential WWW.K2.COM TYPICAL K2 + SHAREPOINT USAGE SCENARIOS Collaborative document routing and tracking Example: A marketing policy review Website or Document Publishing Workflows Example: Marketing website gathers information on competitive products. The information is approved on a review site before being published and released to the sales team. Enterprise Content Management Example : A Case Management solution Records management, Claims Management and processing Business- critical process applications Example: End to end Employee onboarding / offboarding, Vendor Management Forms-based collaborative processes Example: Employee Performance Management, Issue tracking, Helpdesk, SharePoint site provisioning application

4. WWW.K2.COM K2 Confidential SOLUTION EXAMPLE Capabilities Effort “ I have a simple workflow ” Documents SPD WorkflowsOOB Workflows List Forms (InfoPath) Review and Approvals Rework Submitter Notification.NET Development “I want to reuse…” “I need skills based routing” “I want to escalate on working hours” WF Workflows

5. WWW.K2.COM K2 Confidential Capabilities Effort Documents List Forms (InfoPath) Review and Approvals Rework Submitter Notification.NET Development WF Workflows “ I have a simple business process ” SOLUTION EXAMPLE “ I have a simple workflow ” Sites Notification BCS Web Services & WCF Reporting & BI InfoPath ASP.NET Search Records “I want to update our finance system…” “I want to delegate parts of my work…” “I want to audit and report on my process…”

6. WWW.K2.COM Exec Mgt Approval Exec Mgt Approval Hiring Mgr Input Hiring Mgr Input IT Facilities Finance Marketing Completed Cash flow is tight…Inform me when the CAPEX Budget has been exceeded… COO Escalate after 8 working hours Out of Office redirect Hiring Input Form Phone/Desk/Chair AD/Email/SF/MOSS Payroll/ERP Business Cards IT AD/Email SalesForce.com MOSS 2007 Laptop Facilities Desk Phone Chair Finance Payroll ERP - Expense Claim Marketing Business Cards Press Release Internal announcement Send Welcome Pack Corporate calendar Notify Stakeholders Job code entered? Yes/No Declined Processed End Approved CEO/CFO HR Director OUR PROCESS IS SIMPLE ON PAPER

7. WWW.K2.COM Offer Letter, Start Exec Approval Hiring Manager IT, Facilities, Fin, Marketing Name, Position Salary, Start Date Hiring Manager, Job Code E-mail, Employee Nr New Employee HR, HR Director Hiring Manager CEO, CFO, COO IT, HR, Fin, Marketing Job Code? ½ CEO/CFO OOF Escalation Capex # Processes Running Error, Completed Process Performance User Performance Completion of processes after Start Date CAPEX approval stats including ERP info. CAPEX Spent > Budget Start New Process Approved Declined More Info Processed OUR SIMPLE PROCESS IS DIFFICULT TO AUTOMATE Time Cost Effort Skill

8. K2 Confidential WWW.K2.COM It is not just about routing documents USING K2, KCE AUTOMATED ITS GENERAL EXPENSE, ADVANCE EXPENSE, PETTY CASH, SHIPPING, STOCK AND PURCHASE-REQUEST PROCESSES, INTEGRATED WITH SAP. “WITHOUT K2 PLATFORM, CREATING THESE PROCESSES AND INTEGRATING THEM WITH THE COMPANY’S LINE-OF-BUSINESS SYSTEMS WOULD TAKE MONTHS OF DEVELOPER TIME. INSTEAD, WE CAN MODEL VERY COMPLEX, MEANINGFUL APPLICATIONS QUICKLY AND WHEN THERE’S A CHANGE IN THE BUSINESS, IT’S EASY TO GO BACK AND MAKE ADJUSTMENTS.” - PILAM RAJATANAVIN, MANAGING DIRECTOR, THAI BUSINESS SOLUTIONS THE IMERICA MEDICAL UNDERWRITING SYSTEM (IMUS) REPLACED A WEB-BASED SYSTEM THAT INVOLVED MANY MANUAL STEPS AND OFFERED ALMOST NO VISIBILITY INTO THE COMPANY’S DATA. “THE IMPROVED VISIBILITY HAS GREATLY INCREASED THE CONFIDENCE OF OUR AGENTS AND (INDEPENDENT MARKETING ORGANIZATIONS) BECAUSE WE ALWAYS KNOW PRECISELY WHAT IS GOING ON WITH EVERY CASE. AS AN INSURANCE COMPANY, WE ARE SO PROCESS-DRIVEN, THERE ARE SO MANY THINGS WE COULD DO WITH K2 BLACKPEARL. IMUS IS JUST THE START.” - SCOTT DAUB, IMERICA “FOR THE WORKFLOW SOLUTIONS WE REQUIRE, WE SIMPLY COULD NOT DO THIS IN SHAREPOINT ON ITS OWN. ADDING K2 MADE A LOT OF SENSE. TIME SPENT ON THE EXECUTION OF THESE PROCESSES IS DRAMATICALLY REDUCED AND EVERYTHING RUNS SO SMOOTHLY.” - RYAN SHELL, ARMITRON

9. K2 Confidential WWW.K2.COM WHAT’S AVAILABLE IN SHAREPOINT 2010 WORKFLOW?

10. K2 Confidential WWW.K2.COM End User Process Design DESIGN TIME EXPERIENCE COMPARISON (NOT FEATURE COMPARISON) SharePointK2

11. K2 Confidential WWW.K2.COM Non-Developer Process Design DESIGN TIME EXPERIENCE COMPARISON (NOT FEATURE COMPARISON) SharePoint K2

12. K2 Confidential WWW.K2.COM Developer Process Design DESIGN TIME EXPERIENCE COMPARISON (NOT FEATURE COMPARISON) SharePointK2

13. K2 Confidential WWW.K2.COM REPORTING EXPERIENCE SharePointK2

14. K2 Confidential WWW.K2.COM CROSS ENVIRONMENT DEPLOYMENT SharePointK2 Dev TestProd Dev TestProd Rebuild for Each Environment Build once and Deploy

15. K2 Confidential WWW.K2.COM InfoPath Form Versioning WHAT’S NOT NEW IN SHAREPOINT 2010 WORKFLOW SharePointK2 Ver 1Ver 2Ver 3 Ver 1Ver 2Ver 3 Ver 1Ver 2 Ver 3 No Form Versioning Form Versioning

16. K2 Confidential WWW.K2.COM ERROR MANAGEMENT SharePointK2 Error Handling Options Delete and restart Error Handling Options Retry Step Delete Move Forward Move Back Error Repair Version Migration

17. K2 Confidential WWW.K2.COM Task lists WHAT’S NOT NEW IN SHAREPOINT 2010 WORKFLOW SharePointK2 Site ASite BSite C Task list per siteUnified Task List Site ASite BSite C

18. K2 Confidential WWW.K2.COM MOBILE TASK LISTS SharePointK2

19. K2 Confidential WWW.K2.COM Flexible Design Canvas for rework and activity reuse.NET 3.5 AND 4.0 compatible workflow engine Extensive Reporting / Management / Logging / Auditing Working Hour Escalations Out of Office task delegation Rapid External Data Source integration True process designer collaboration Inline Functions for calculation and data manipulation Extensibility options SmartObjects Custom Inline Functions Custom event templates Round Robin, Least Work, Fastest User task allocation Non-SharePoint workflow AND MORE……

20. K2 Confidential WWW.K2.COM PUTTING IT TO USE

21. K2 Confidential WWW.K2.COM More Info needed START Declined ApprovalApproved What the business wants…

22. WWW.K2.COM VISIO REPRESENTATION OF WORKFLOW Rework Step Validate: Completed Yes/No Approval Step Validate: Approved Yes/No Rework Step Validate: Canceled Yes/No Approval Step Validate: Declined Yes/No Approval Step Validate: Declined Yes/No Approval Step Validate: Rework Yes/No Approval Step Validate: Approved Yes/No Log to History List Assign item for Approval No Yes Compare Data Source No Yes Compare Data Source Send An Email Yes No Compare Data Source Log to History List Send An EmailLog to History List Assign item for Approval No Yes Compare Data Source Yes No Compare Data Source Log to History List Assign item for Approval No Yes Compare Data Source Yes No Compare Data Source Log to History List

23. K2 Confidential WWW.K2.COM MODEL THE PROCESS IN VISIO

24. K2 Confidential WWW.K2.COM Log Workflow Started to the history list Then Assign Approval Process task on Current Item to Bob If Variable:TaskOutcome equals Approved Email Workflow Context:Initiator Log Workflow Approved to the history list Else if Variable:TaskOutcome equals Declined Email Workflow Context:Initiator Log Workflow Declined to the history list Else if Variable:TaskOutcome equals Rework Log Rework Requested by Approver to the history list Then Assign Approval Process task on Current Item to Workflow Context:Initiator If Variable:TaskOutcome1 equals Cancel Log Workflow Canceled by Initiator Else if Variable:TaskOutcome1 equals Completed Then Assign Approval Process task on Current Item to Bob If Variable:TaskOutcome2 equals Approved Log Workflow Approved to the history list Else if Variable:TaskOutcome2 equals Declined Log Workflow Declined to the history list CREATING A BASIC APPROVAL WORKFLOW WITH SPD

25. K2 Confidential WWW.K2.COM BASIC APPROVAL WORKFLOW More Info needed START Declined ApprovalApproved What the business asked for

26. K2 Confidential WWW.K2.COM K2 APPROACH

27. K2 Confidential WWW.K2.COM DEMO

28. K2 Confidential WWW.K2.COM End to end graphical design experience for all process designers Unified task list Extensive Reporting / Management / Logging / Auditing Working Hour escalations / Out of Office task delegation Rapid External Data Source integration Built-in error handling (retry/go back/bypass) True process designer collaboration Cross environment process portability K2 VALUE

29. K2 Confidential WWW.K2.COM Empower a broader audience to participate Developers, Non-Developers, Power Users Maximize the leverage on investments in Microsoft technologies and skills Windows, AD, SQL,.NET, Visual Studio, SSRS, SharePoint, Word, Excel, InfoPath, Visio, PowerPivot, and Dynamics CRM Minimize the time, effort and skill required to meet business requirements Better tools, abstraction of complexity, re-usability of solution assets, end to end management and reporting CONCLUSION – THE K2 VALUE

30. K2 Confidential WWW.K2.COM http://partners.k2.com/marketingtools.aspx WANT MORE?

31. K2 Confidential WWW.K2.COM