Learn how to build business application using K2 on the SharePoint platform

1. PRESENTED BY: SIMON ALLPORT
K2.COM

2. What SharePoint
Should be:
Heart of Productivity.
The place to go for
running your day-today business
(business apps).
And
Run on-premise or in
the cloud.
K2.COM

3. 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
K2.COM
Source: MPS Partners SharePoint Adoption Survey 2012/2013,
n=143

4. TO BUILD & RUN
BUSINESS APPS WE NEED
K2.COM

5. INTEGRATED & STREAMLINED
K2.COM

6. EASY BROWSER-BASED DESIGN
K2.COM

7. DESIGN FORMS IN THE BROWSER
K2.COM

8. MULTIPLE DATA SOURCES, ONE
POINT OF TRUTH
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9. REPORT ON WHAT IS HAPPENING
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10. INTEGRATED EXPERIENCE
K2.COM

11. ANY TIME, ANY WHERE, ANY DEVICE
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12. COMMON SHAREPOINT USE CASES
SharePoint | Office 365
Workflows and Forms for SharePoint list and
document items
Workflow
in SharePoint
I want to build
workflows that use
SharePoint
documents and lists.
Workflows and Forms that
integrate with SharePoint as an
LOB system
Forms, Workflow, Data
in SharePoint
I want to build forms
and workflows in
SharePoint that use
line-of-business data for
SharePoint documents
and lists.
Business apps
using SharePoint data
I want to build business
apps or automate
processes that originate
outside of SharePoint with
forms, workflow, line-ofbusiness data, and
SharePoint documents
and lists.

13. WORKFLOW
SharePoint | SharePoint Online
Workflows and Forms for SharePoint list and
document items
Workflow
in SharePoint
I want to build
workflows that use
SharePoint
documents and lists.
Forms, Workflow, Data
in SharePoint
I want to build forms
and workflows in
SharePoint that use
line-of-business data for
SharePoint documents
and lists.
Workflows and Forms that
integrate with SharePoint as an
LOB system
Business apps
using SharePoint data
I want to build business
apps or automate
processes that originate
outside of SharePoint with
forms, workflow, line-ofbusiness data, and
SharePoint documents
and lists.

14. WORKFLOW
I want to build workflows that use SharePoint documents and lists.
SharePoint
Start an approval
workflow when a
new sales quote doc
is created
Sales Site
Sales Quote
Doc Lib
Assign sales quote
to regional
manager
Regional
Managers List
Approval
Finance Site
Approved
Quotes
Move Quote
K2.COM
Move approved sales
quote to the finance site
for processing
Delete Doc

15. WORKFLOW
SharePoint | SharePoint Online
Workflows and Forms for SharePoint list and
document items
Workflow
in SharePoint
I want to build
workflows that use
SharePoint
documents and lists.
• 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
Forms, Workflow, Data
in SharePoint
I want to build forms
and workflows in
SharePoint that use
line-of-business data for
SharePoint documents
and lists.
Workflows and Forms that
integrate with SharePoint as an
LOB system
Business apps
using SharePoint data
I want to build business
apps or automate
processes that originate
outside of SharePoint with
forms, workflow, line-ofbusiness data, and
SharePoint documents
and lists.

16. DEMO
K2.COM

17. FORMS, WORKFLOW, DATA
SharePoint | SharePoint Online
Workflows and Forms for SharePoint list and
document items
Workflow
in SharePoint
I want to build
workflows that use
SharePoint
documents and lists.
• 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
Forms, Workflow, Data
in SharePoint
I want to build forms
and workflows in
SharePoint that use
line-of-business data for
SharePoint documents
and lists.
Workflows and Forms that
integrate with SharePoint as an
LOB system
Business apps
using SharePoint data
I want to build business
apps or automate
processes that originate
outside of SharePoint with
forms, workflow, line-ofbusiness data, and
SharePoint documents
and lists.

18. FORMS + WORKFLOW + DATA
I want to build forms and workflows in SharePoint that use line-of-business
data for SharePoint documents and lists.
SharePoint
Start an approval
workflow when a
new sales quote doc
is created
Sales Site
Sales Quote
Doc Lib
Assign sales quote
to regional
manager
Regional
Managers List
Approval
Finance Site
Approved
Quotes
Move Quote
K2.COM
Move approved sales
quote to the finance site
for processing
Delete Doc

19. FORMS, WORKFLOW, DATA
SharePoint | SharePoint Online
Workflows and Forms for SharePoint list and
document items
Workflow
in SharePoint
Forms, Workflow, Data
in SharePoint
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.
• 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
• 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
Workflows and Forms that
integrate with SharePoint as an
LOB system
Business apps
using SharePoint data
I want to build business
apps or automate
processes that originate
outside of SharePoint with
forms, workflow, line-ofbusiness data, and
SharePoint documents
and lists.

20. DEMO
K2.COM

21. BUSINESS APPS
SharePoint | SharePoint Online
Workflows and Forms for SharePoint list and
document items
Workflow
in SharePoint
Forms, Workflow, Data
in SharePoint
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.
• 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
• 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
Workflows and Forms that
integrate with SharePoint as an
LOB system
Business apps
using SharePoint data
I want to build business
apps or automate
processes that originate
outside of SharePoint with
forms, workflow, line-ofbusiness data, and
SharePoint documents
and lists.

22. 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.
Create new quote
from
Salesforce.com
opportunity
Quote to Cash
(Started from
Salesforce
data)
SAP
SharePoint
Sales Site
Get the regional
manager from
SharePoint list
lookup and send
for approval
Sales Quote
Doc Lib
Regional
Managers List
Approval
WEB SERVICE
SALESFORCE.COM
Once
approved
create a new
custom quote
and save to
SharePoint
sales
proposals
doc lib
Finance Site
Approved
Quotes
Save
Contract to
SharePoint
Update SAP
with new
invoice info
Update SAP

23. BUSINESS APPS
SharePoint | SharePoint Online
Workflows and Forms for SharePoint list and
document items
Workflow
in SharePoint
Forms, Workflow, Data
in SharePoint
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.
• 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
• 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
Workflows and Forms that
integrate with SharePoint as an
LOB system
Business apps
using SharePoint data
I want to build business
apps or automate
processes that originate
outside of SharePoint with
forms, workflow, line-ofbusiness data, and
SharePoint documents
and lists.
• Build process applications that span your
enterprise systems, including SharePoint –
on premise or in the cloud.

24. ON-PREMISE OR CLOUD?
Feature Parity
K2 supports hybrid infrastructure and deployment scenarios
• Office 365
• MS CRM
• Salesforce.com
LOB DATA SOURCES
K2 SERVER
MOBILE
K2.COM
LOB DATA SOURCES
(ON-PREMISE OR CLOUD-HOSTED)
CLOUD
ON PREMISE
BROWSER
API/TOOLS
•
•
•
•
•
•
SharePoint 2013
SharePoint 2010
SAP
Exchange
SQL Server
Active Directory

25. CALL TO ACTION
Get your hands on the K2 for SharePoint Beta
Sign up for the K2 for SharePoint Beta today.
Register at: http://pages.k2.com/sharepoint2013beta.aspx
K2 USER
CONFERENCE
Sign up for the K2 User Conference, March 1-2 in Las Vegas, NV
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/

26. VISIT US AT
K2.COM