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K2 for SharePoint – Forms and
Workflow-Driven Apps in SharePoint
ZVONIMIR MAVRETIĆ, EVISION / K2 ADRIATICS

SHAREPOINT AND PROJECT CONFERENCE ADRIATICS 2013
ZAGREB, NOVEMBER 27-28 2013
sponsors
The biggest ongoing
challenges cited by
SharePoint
organizations are:
User adoption
Expanding SharePoint
use to more business
processes

Source: AIIM Industry Watch Survey: SharePoint 2013, conducted
July 2013 n=538
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

K2.COM
K2 BUSINESS APPLICATIONS
FORMS | WORKFLOW | DATA | REPORTS
Data Integration from Multiple Sources

Documents

Customers

Order History
I want to
__________
in SharePoint
K2 FOR SHAREPOINT LETS YOUR PEOPLE GET
MORE DONE IN SHAREPOINT
SharePoint | SharePoint Online
WorkflowsWorkflows and Forms for SharePoint list and
and Forms for SharePoint list and
document document items
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
Workflows and Forms that Forms that
integrate with SharePoint as an
integrate with SharePoint as an
LOB system 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.
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.
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

Move approved sales
quote to the finance site
for processing

Delete Doc
WORKFLOW
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, realtime
• 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.
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, realtime
• 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.
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

Move approved sales
quote to the finance site
for processing

Delete Doc
FORMS, WORKFLOW, DATA
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, realtime
• 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.
• 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.
BUSINESS APPS
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, realtime
• 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.
• 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.
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
BUSINESS APPS
BUSINESS APPS
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, realtime
• 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.
• 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.
K2 INTEGRATES ON-PREMISE AND CLOUD
Feature Parity

K2 supports hybrid infrastructure and deployment scenarios

•
•
•
•

Office 365
MS CRM
Salesforce.com
…and more

LOB & WEB DATA SOURCES
CLOUD

K2 SERVER

(ON-PREMISE OR CLOUD-HOSTED)

MOBILE

BROWSER

LOB DATA SOURCES
ON PREMISE

API/TOOLS

•
•
•
•
•
•

SharePoint 2013
SharePoint 2010
SAP
Exchange
SQL Server
Active Directory
DEMOCRATIZATION OF IT
easy to
build by non-developers and intuitive to
use by everyone , spanning on premise, cloud, mobile, IT
“Our vision is that these business apps should be

and business.

We don’t want 5 or 10 deployments per customer.

We

want hundreds. That’s the impact we will have on our
customers. The ROI is so big, its almost impossible to
measure.”
K2 Customers
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/
questions?
ZVONIMIR@K2.COM
@ZVONIMIRM
thank you.
SHAREPOINT AND PROJECT CONFERENCE ADRIATICS 2013
ZAGREB, NOVEMBER 27-28 2013

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K2 for SharePoint – Forms and Workflow-Driven Apps in SharePoint

  • 1. K2 for SharePoint – Forms and Workflow-Driven Apps in SharePoint ZVONIMIR MAVRETIĆ, EVISION / K2 ADRIATICS SHAREPOINT AND PROJECT CONFERENCE ADRIATICS 2013 ZAGREB, NOVEMBER 27-28 2013
  • 3. The biggest ongoing challenges cited by SharePoint organizations are: User adoption Expanding SharePoint use to more business processes Source: AIIM Industry Watch Survey: SharePoint 2013, conducted July 2013 n=538
  • 4. 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 K2.COM
  • 5.
  • 7. FORMS | WORKFLOW | DATA | REPORTS
  • 8. Data Integration from Multiple Sources Documents Customers Order History
  • 10. K2 FOR SHAREPOINT LETS YOUR PEOPLE GET MORE DONE IN SHAREPOINT SharePoint | SharePoint Online WorkflowsWorkflows and Forms for SharePoint list and and Forms for SharePoint list and document document items 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 Workflows and Forms that Forms that integrate with SharePoint as an integrate with SharePoint as an LOB system 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.
  • 11. 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.
  • 12. 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 Move approved sales quote to the finance site for processing Delete Doc
  • 14.
  • 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, realtime • 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. 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, realtime • 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.
  • 17. 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 Move approved sales quote to the finance site for processing Delete Doc
  • 19.
  • 20. 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, realtime • 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. • 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.
  • 21. BUSINESS APPS 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, realtime • 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. • 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
  • 24.
  • 25. BUSINESS APPS 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, realtime • 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. • 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.
  • 26. K2 INTEGRATES ON-PREMISE AND CLOUD Feature Parity K2 supports hybrid infrastructure and deployment scenarios • • • • Office 365 MS CRM Salesforce.com …and more LOB & WEB DATA SOURCES CLOUD K2 SERVER (ON-PREMISE OR CLOUD-HOSTED) MOBILE BROWSER LOB DATA SOURCES ON PREMISE API/TOOLS • • • • • • SharePoint 2013 SharePoint 2010 SAP Exchange SQL Server Active Directory
  • 27. DEMOCRATIZATION OF IT easy to build by non-developers and intuitive to use by everyone , spanning on premise, cloud, mobile, IT “Our vision is that these business apps should be and business. We don’t want 5 or 10 deployments per customer. We want hundreds. That’s the impact we will have on our customers. The ROI is so big, its almost impossible to measure.”
  • 29. 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/
  • 31. thank you. SHAREPOINT AND PROJECT CONFERENCE ADRIATICS 2013 ZAGREB, NOVEMBER 27-28 2013