Smart Business Process Visualization with K2 


Guide

Today, many companies use business process visualization to save money and improve performance. In other words, they visually map their key processes as a key step towards business optimization. 

This exercise involves a type of business process documentation that plots each process from beginning to end. This provides a framework for all process improvement decisions. Process maps also play a key role in employee training, compliance and internal controls. 
Business process modeling: 6 key steps
Before business process visualization can take place, you need to gather details from process users. These are the people who carry out the work. It also involves their line managers. This helps to build a business solution from multiple angles. 
Here are the steps you can follow: 
  1. Who takes part in the process?
  2. What steps, actions and resources are needed?
  3. Why does the process take place? What are the process goals?
  4. Where does the process take place? For example, is this an internal process or a customer-facing process? 
  5. When (or how often) does the process occur?

These insights will help your process visualization team to map out each process step. These are then arranged from start to finish, so you can see what triggers a process. You can also identify the process goal. This is the desired outcome. 

The business benefits of process visualization

Many firms carry out this process visualization exercise to identify:

  • Issues that need to be fixed
  • Manual tasks that can be made digital
  • Steps that can be added, merged or cut 
  • Roles and responsibilities 
  • What resources are needed 

Did you know that you can use technology to make this exercise easier and more efficient?

There is business process software on the market that allows you to map, streamline and automate your work. And you can achieve all of these important business process modeling and optimization steps on one platform. 

But with so many solutions to choose from, how can you be sure that you’re making the best investment?

Agility is key

Any investment in business process visualization software should also be agile. With a flexible platform, you can continue to improve your processes as your business needs change. It’s important to be able to react quickly when new opportunities arise. Or you may need to adjust your working methods to comply with new laws or policies. 

K2 has been built for agility. This low-code business process software can rapidly automate and speed up a wide variety of tasks and workflows. It can also satisfy an array of needs, from end-to-end process improvement to measuring performances. 

How does K2 work?

With a set of user-friendly, drag-and-drop tools, companies can build solutions that improve their ways of working. This includes forms, workflows and re-usable data points that connect with existing back-end systems. Apps developed on K2 are scalable. This means that apps can be re-used across a range of different business units or functions. You build once and benefit many times over. 

K2 business processes workflow solutions can also be easily configured for use across a range of mobile devices. This means that your people can continue to work when they’re out of the office. Even if they are in an area where there is no internet connection, any info they add to forms when these are offline is still valid. This will automatically sync when the device goes back online. 

The K2 platform can also:

  • Provide information at the point of need
  • Manage data across multiple sources
  • Balance power and simplicity

Why build solutions visually?

K2’s visual, drag and drop interface allows you to optimize your resources. It also enables you to speed up app delivery and achieve your process visualization goals across the business. 

How does this work? With K2, your people have business process visualization tooling that is easy to use. This is true even for those who have no coding experience. Your citizen developers can support your IT function. This way, your business users' needs are met without getting into a shadow IT scenario. You also help to clear up IT backlogs. Your IT team can focus on the more complex tasks. And your end users can help with the simpler aspects of building digital solutions. 

K2 does all the hard work you. The platform surfaces suggestions that guide you and your people as you’re creating the digital assets you need in your lines of business. You simply use select specific components (or fields). Then you piece these together to rapidly build the apps, forms, workflows and reports you require. 

From business process visualization to workflows

K2 allows developers and non-technical users to quickly build workflows to manage every process. These can contain any mix of user and system steps. 

Do you need to include the following?

  • Complex task assignments
  • Drill down properties
  • Business rule evaluation
  • Exceptions and escalations
  • Error handling
  • SLAs
  • Loop, switch and parallel actions 

All of this and more is possible with K2 and business process visualization tooling.

Stretch your existing IT investments

K2 workflows do not work in silos. You can easily connect these with existing systems and software. 
Examples include:
  • DocuSign
  • Salesforce
  • SAP
  • Oracle
  • Box
  • Office 365
This way, you can carry on using the solutions you know. You don't need to teach staff completely new ways of working. Rather, you are updating the way you work with these systems. You are also gaining more value from your existing software. 
This allows your people to manage all their work and data from one place. This also supports teamwork as staff can easily collaborate with each other. They can also share work with suppliers and even collaborate with customers better. For example, a team could compile and review a contract internally through a completely digital process. This contract could then be shared with a client, who is able to sign it virtually. No paper or ink required!
Ready to future-proof your business?
Business process visualization and improvement doesn't have to end once the K2 platform is implemented. Our platform allows for ongoing innovation. It’s agile enough to allow you to easily change processes in the future to comply with new regulations and compliance rules.
 

Ready to learn more? Download our guide now.