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Automate Every Business Process Webinar
See how Dana, Anthony and Jim are using K2 to work smarter and get business done faster.
There is a famous quote from Sherlock Holmes: “It is a capital mistake to theorize before you have all the evidence. It biases the judgment” . While this quote was relevant back in the 19th century, it resonates even more today as organizations are striving for digital transformation. After all, digital transformation through process automation only delivers business value when the process is streamlined.
To understand the health of a business, it is very important to have insights into your process performance. K2 Appit for SharePoint recently released a preview program focused on reporting capability and consists of out-of-the-box Process Reports, Power BI integration using SmartObject OData API, and Power BI templates, which empower decision-makers with data insights.
K2 offers out-of-the-box process reports for real-time visibility and in-depth insights into your data. They include Process Overview Reports, Process Detail Reports and User Overview Reports all with the ability to be embedded into your K2 apps that use SmartForms or SharePoint pages.
In addition to our out-of-the box reports, we’re also making data available for visualization through industry-leading tools. K2 helps unlock both process and business data via our OData API. By simply enabling this API in K2 Management you are able to integrate with the tools you love such as Power BI, Tableau, Excel and more and create custom reports.
Once enabled, you can also choose the SmartObjects you would like to expose as OData endpoints and begin building reports using data from third-party systems that your processes are integrated with, such as Salesforce, DocuSign, Dynamics CRM, SAP and many others. Combining line of business data and process data truly unlocks data driven decision making and process optimization.
For the rest of the blog I’ll focus on our integration with Power BI and share how K2 Appit customers can start taking advantage of these capabilities immediately. K2’s integration partnership with Microsoft Power BI is an important augment to what K2 has already enabled natively within the platform. Through integration with Power BI, K2 customers can intuitively and visually analyze the effectiveness of their workflows, gaining actionable insights into key business processes.
You’ll see reports and dashboards come to life once you’ve connected to K2. You can then customize these reports using Power BI’s Online Report creation interface to meet your business needs, pin new reports to your Power BI Online dashboard, and make them available to your colleagues in minutes.
In either scenario you can take advantage of Power BI’s drill-through capabilities to dive deeper into rich process activities for better analysis, understand your team’s workload, identify bottlenecks or review usage trends, all from within your Microsoft Power BI dashboard to visualize your K2 reports.
Check out the short video to see an overview of the new reporting capabilities.
Want to learn more? Join our live webinar “Process Insights for data driven decisions: K2 and Microsoft Power BI” by K2’s Senior Director Product Planning, Brandon Brown, and Microsoft’s Engineering Program Manager, Youssef Shoukry, as they dive deep into the new reports, walk through the benefits of using Power BI and K2 together, and answer questions you may have. Learn more about Power BI Embedded here.
Unlike Sherlock Holmes who cried “Data! Data! Data! — I can't make bricks without clay,” K2’s OData API offers you a powerful new way to use third party reporting tools with both K2 process data and line of business data. We are pleased to provide Power BI templates and content packs to accelerate insights into your business processes.
__________________________________________________________1 The Adventures of Sherlock Holmes, “A Scandal in Bohemia”
2 The Adventure of the Copper Beeches