Improving your Service Delivery and Profitability with K2 and Phoenix

Chris Davis – Director of APAC – PhoenixRichard Sanderson – Technology General Manager - KWMIgor Jericevich – Technical Specialist – K2

Welcome – Chris Davis

Demonstration – Igor Jericevich Welcome to the world of Business Applications - employee on-boarding

King & Wood Mallesons ( Richard Sanderson – Technology General Manager )

Overview of KWM

Business Challenges

Market Research and reasons for chosen platform

Demonstration – Igor Jericevich K2 will demonstrate how to build and run a mobile k2 application.

Agenda

Established in 2003 Global provider of software solutions, IT professional and development

services Experience across multiple verticals;

Includes Legal, Financial, Insurance, Property, Construction and Healthcare. 100 staff in 5 offices;

Sydney, London, New York, Chicago and Abu Dhabi Over 150 established clients, including…

About Phoenix

K2 – Why we chose

Market looking for ways to drive efficiencies across forms & workflow Over 2 Million users with 3,000 customers in more than 84 Countries Significant number of the world’s largest law and corporate firms using the

technology to provide faster, easier delivery of processes and ROI. K2 offers the best of

Forms, Forms integrated with workflow Power of an enterprise BPM (case management, versioning, reporting, mobile etc)Rapid application delivery (little to no coding)Flexibility (assemble vs buy or build)

Success - more than just development

Business Case

Executive Buy-In

& Culture Change

Process Discovery

Process Design & User

Experience

Multiple Engagement

Models

Thought Leadership

Process Development

ROI

Process Evolution

Significant experience of the BPM arena Thought leaders and innovators in Business Process Management and process

integration with Enterprise system We offer subject matter expertise across a number of industry standard processes. We have resources to support the following roles to cover the entire BPM lifecycle:

Phoenix can manage and implement projects on your behalf or work alongside your own staff to review and enhance processes using K2

Dedicated K2 team based in Sydney and London, plus offshore capabilities Development of unique integrations to HP Worksite

How can we help

Process Discovery Business Process Analyst Solution Architecture

UI/UX Developer Integration Developer Process Developer

Project Management QA Documentation

Implementation Training 24/7 ‘follow the sun’ technical support

Phoenix BPM Process Experience

Why K2?

OR OR

Design

Build & Deploy

Execute

Manage

ToolsSkillsTime

Re-usePackageDeploy

ScalabilitySecurityMobility

ReportingError stateTime zones

People

SimpleIntermediate

Advanced

K2 Business Application Solution Landscape

FORMS REPORTSWORKFLOW DATA

ERP

WEB SERVICE

DATA

…

CRM

DEMO

King and Wood Mallesons

Richard Sanderson – Technology General Manager

Selecting K2

Richard Sanderson, Technology General Manager

Business Decisions Behind the Purchase

01Overview of KWM

02BusinessChallenges

03Reason For

Platform Selection

04Lessons Learnt

Overview of KWM

Situation as of Q2 2013 – when the purchase was made:

▪ Australia, HK & PRC partnerships

▪ AU & HK workflow Metastorm 6 & 9, PRC no workflow

▪ AU & HK intranet custom Cold Fusion

▪ PRC intranet SharePoint 2007

▪ New intranet, SharePoint 2013 & InfoPath

Business Challenges

The current tools did not meet the changing business landscape:

▪ SharePoint 2013 forms tool

▪ SharePoint 2013 workflow tool

▪ Legacy intranet workflow tool

▪ Change is the only constant

▪ Multiple languages & double byte characters

Platform Selection

Choosing the right solution

▪ Forms tool the initial focus

▪ Market research

▪ Product evaluations

▪ Contract negotiation

▪ Fitting business needs

Example Uses

Smart Forms

▪ GUI into confidential data database

▪ Front end to SSRS

▪ Client & Sector membership admin

Example Uses

Workflows• Global referrals• Information barriers• Payslip password• Building maintenance requests• Leave applications• Inter-office travel requests• iManage Workspace security

administration

Lessons Learned

With the benefit of hindsight…

▪ Specific focus on legacy workflows

▪ Training HK office sooner

▪ Implementation partners

DEMO

Thank you

Q&A