Clean, centralized workflows
K2’s intelligent process automation platform raised productivity, lowered training costs, and saved a significant amount of staff time.
The department’s solution, built using K2, integrates SharePoint and SQL Server databases, meaning staff can now file all information and maintain case details from a single user interface. Also included is a powerful and more granular search capability, which lets staff access information quickly and efficiently.
The K2 solution gives the department the ability to organize different aspects of group and individual work – eliminating the need to maintain spreadsheets of cases in an effort to self-organize workloads. A newly developed Case Creation wizard facilitates the rapid entry of new cases. The communication of new cases from manager review to legal officer allocation and the collection of materials for individual cases is now automated.
Additionally, approvals and communication among managers and legal officers—as well as the collection of required materials—have all been automated.
K2’s forms and views were used to construct a powerful dashboard that gives users access to interactive graphs and charts that summarize a diverse mix of real-time KPIs and metrics. Staff are now able to effortlessly and readily identify the key characteristics, make up and profile of the overall caseload.
“K2 has been used to assist in achieving greater automation in key areas that have traditionally involved significant staff time and effort,” says a project manager.
The K2 solution has helped this department raise productivity and efficiency levels, lower training costs and effort, spend less time organizing workloads and provide a “greater awareness and understanding of the business/operational environment through powerful business intelligence and built-in KPIs across the full breadth of services.”
Current users are extremely pleased with the new system and the department continues to develop and roll out the K2 solution across the entire division. “The focus has been on desktop users. However, mobile users will become a focus as the desktop rollout widens,” reports the project manager.