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K2 Partner Online Hosted Environment

The K2 Partner Online Hosted Environment is intended for partners to evaluate the software, complete  readiness and internal training activities and create customer demos. It provides K2 Partners pre-configured K2 solutions with walk-through and step-by-step guides to build your own workflows in both K2 blackpearl and K2 blackpoint environments.

Videos and Downloads

For all of the latest K2 videos, visit K2tv

The K2 Value Proposition: This section includes content to help you position K2 with your customers shortening your sales cycle.

 

Title Description
Image How to position K2 for your SharePoint clients Demonstrates the capabilities in SharePoint 2010 workflow and highlights how K2 continues to provide significant value on top of the SharePoint platform, making it easier for our partners to articulate this value to customers. (August 2011)
Image New Idea Management - Live Process Build K2D4SP This demo provides a great way of positioning how the K2 designer for SharePoint can be used to deliver a very compelling business scenario.  It also covers a lot of integration we have with SharePoint today.
Image K2 Product Comparison
Image K2 and SharePoint 2010: Better Together 
Image K2 and Microsoft 2010: New features
Image K2 blackpearl Overview

 

Solutions: The videos in this section are from solutions K2 has created to showcase how K2 can help customers solve their workflow needs within a specific department or industry. Many of these videos are part of a larger Solutions group available for partners on the Solutions page. 

 

Title Description
Image Creating applications on the K2 platform A comprehensive walkthrough video of a customer onboarding process and reporting application
Image Contract Renewal Process Setup Step-by-step guide for builing the Contract Renewal process in the K2 Try Now environment
Image Contract Renewal Process End-User Step-by-step guide for the Contract Renewal process end-user experience in the K2 Try Now environment
Image Leave Request Process Setup Step-by-step guide for building the Leave Request process in the K2 Try Now environment
Image Leave Request Process End-User Step-by-step guide of the Leave Request process end-user experience in the K2 Try Now environment
Image Customer Onboarding Process Setup Step-by-step instructions for building the Customer Onboarding process in the K2 Try Now environment
Image Customer Onboarding process End-User Step-by-step guide for the Customer Onboarding end-user experience in the K2 Try Now environment
Image HR emloyee onboarding Process
Image How to K2 - InfoPath Process Part 1 Demonstration of a Leave Request process using InfoPath and Smart Objects (part 1)
Image How to K2 - InfoPath Process Part 2 Demonstration a Leave Request process using InfoPath and Smart Objects (part 2)
Image K2 Designer for SharePoint - InfoPath Process Demonstration of an HR Employee Onboarding Process using InfoPath and K2 Designer for SharePoint
Image New Idea Management - Live Process Build K2D4SP This demo provides a great way of positioning how the K2 designer for SharePoint can be used to deliver a very compelling business scenario. It also covers a lot of integration we have with SharePoint today.

 

K2 software features and functionality: These videos are brief demonstrations of frequently used technical features of the K2 platform.

 

Title Description
Image K2 Designer for SharePoint Video Video overview of the new look for the K2 Designer for SharePoint
Image K2 Process Portals - Worklist A brief overview of the capabilities available in the K2 worklist
Image K2 Process Portals - K2 Reporting A brief overview of the out of the box reports available in K2 Process Portals
Image K2 Process Portals - K2 Error Handling A brief overview of the error handling capabilities available in the K2 Process Portal
Image K2 Reporting Web Parts Overview Overview video showing an example of how to use the K2 reporting web parts to build a SharePoint-based dashboard
Image Inline Functions Video Video overview of K2 Inline Functions
Image Building a K2 solution using InfoPath and SmartObjects This recorded webcast explores the end to end assembly of an InfoPath based K2 solution that externalizes the business data in SQL using K2 SmartObjects and look at some of the best practices around K2/InfoPath integration. (December 2010)
Image Active Directory Video Video overview of the K2 Active Directory wizards
Image Exchange Wizard Video Video overview of K2 Exchange wizards
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Workflow Client Services Demonstration of Workflow Client Services
Image Surfacing K2 business data with SharePoint, Visio, Excel and PowerPivot Video demonstrating how to surface K2 process data and any K2 SmartObject data utilizing investments your clients have probably already made in SharePoint and in tooling like Visio, Excel and PowerPivot. (May 2011)
Image K2 Exchange Integration Wizards Video demonstrating how to use the K2 Exchange wizards to create new Exchange mailboxes as part of your K2 process.
Image An Introduction to K2 blackpearl Recording of K2 blackpearl introduction webcast
Image K2 for SharePoint Environment Setup Guidance on setting up a SharePoint environment before installing K2 integration
Image K2 1200 Series New Features Document discussing the new features in the K2 1200 series update
Image K2 Global Services Development Standards and Conventions

 

Links

K2 Knowledge Center: The Knowledge Center is a repository of K2 technical material. This site includes useful information for all K2 products including:

  • Knowledge Base articles
  • User guides
  • Developer reference guides
  • Product training materials
  • Compatibility matrices

K2Underground: The K2 Underground is a community site that exists to provide K2 users a place to meet, interact, participate in discussions and share their ideas, experiences and creations with each other. It is also your place to have conversations with and post questions to community leaders and K2 personnel. Within the K2 Underground is the K2 blackmarket which was created in order to facilitate project and code sharing in the K2 community.

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The K2 training program has been created to provide a comprehensive understanding of the K2 platform, the concepts of Business Process Management in general, and to provide insight into best practices for building dynamic business applications with the K2 software. Delivered by knowledgeable and experienced K2 professionals, these courses teach your staff how to maximize the value of your K2–driven solutions.

K2 Solutions Professional

The K2 Solutions Professional training course teaches technical users how to build process-driven enterprise solutions using the K2 blackpearl platform. The course provides in-depth coverage of the concepts of K2 blackpearl, and offers attendees hands-on experience with the platform.
 
The K2 Solutions Professional consists of 9 modules spanning 5 days, and covers the following main aspects of K2 and Business Process Management:
  • Describes the K2 platform and the types of challenges it helps businesses address
  • Describes the value of process-driven applications
  • How to design and build process-driven applications using the K2 blackpearl platform
  • Using K2 tooling to rapidly build solutions to meet business challenges
  • Logging and diagnosis in the K2 platform and repairing error conditions using K2 tools
  • Extending the K2 platform
Who should attend?
The K2 Solutions Professional course is targeted at technical users and developers.  These professionals typically have two to five years of intermediate to advanced solutions development experience using the Microsoft .NET framework.
 
Course Overview
  1. Introduction and Overview
  2. Process Design and Implementation
  3. Data Management
  4. Platform Architecture
  5. Events and Notification
  6. Security Considerations
  7. Reporting, Business Intelligence and Activity Monitoring
  8. Logging and Diagnostics
  9. Customization and ExtensionCourse Schedule
To find an upcoming session of the K2 Solutions Professional course, view the Partner Events calendar.

Getting Started: Are you a new K2 Partner? Make sure you check out the New To K2 section for a complete K2-success roadmap.

This materials presented here are intended to supplement any in-class work that may be required (depending on your level of partnership) as a K2 Partner. Although these materials contain instructor guides, they are not to be used by K2 Partners to train customers or anyone else.  

K2 Solutions Professional

The K2 Solutions Professional training course teaches technical users how to build enterprise process-driven solutions using the K2 blackpearl platform. The course provides in-depth coverage of K2 blackpearl concepts and offers hands-on experience with the platform.

This course is the foundation of the K2 Learning curriculum and is required for all K2 Partners to meet contractual training requirements.* We have recorded each of the modules and linked to them below. These recordings are intended to refresh your skills if it has been some time since you’ve participated in the in-person class or if you have not yet had the chance to enroll. The viewing of these recordings does not replace or fulfill any contractual requirements for training.

Module 0: Course Overview
Module 1: Introduction and Overview
Module 2: Process Design and Implementation
Module 3: Data Management
Module 4: Platform Architecture
Module 5: Events and Notification
Module 6: Security Considerations
Module 7: Reporting, Business Intelligence and Activity Monitoring
Module 8: Logging and Diagnostics
Module 9: Customization and Extension

* Regional differences may apply, please refer to your specific SourceCode partner agreement training requirements and commitments. 

K2 blackpoint Fundamentals

The K2 blackpoint Fundamentals course is intended for SharePoint site collection administrators who are new to K2 blackpoint. This course is an introduction to the designers, process templates and wizards available in K2 blackpoint. Students will gain hands-on exposure K2 blackpoint functionality and will build one or more solutions.

Click here to access the K2 blackpoint Fundamentals course material  

K2 blackpearl 101

The K2 blackpearl 101 course is intended for business analysts and developers who are new to K2 blackpearl. This course is an introduction to the designers and wizards available in K2 blackpearl.

Click here to access the K2 blackpearl 101 course material  

K2 Global Services (K2 GS) is responsible for providing niche consulting around the K2 platform with the prime goal of making customers and partners successful. Customer success is measured on getting a customer to have their first process live on the K2 platform. Partner success is measured on enabling partner organizations to successfully bring their customers’ processes live on K2.  

K2 GS has formulated a Customer Success Pack (CSP) to ensure that we assist our customers and partners to be successful on the K2 platform. K2 Partners may purchase additional consulting services including all or part of the CSP to supplement other K2 learning or use when the standard K2 learning does not fit into the partner’s schedule.

The Customer Success Package consists of the following phases:

  • Install
  • Train
  • Apply

This is commonly referred to as the Install, Train and Apply or ITA methodology.

INSTALL
The Install phase is made up of 40 hours of Consulting Services which consists of core and optional items.
TRAIN
The Train phase is made up of two core items and ranges between 40 and 80 hours:

  • Developer training
  • Non-developer training
APPLY
The Apply phase is made up of 40 hours of Consulting Services which consists of three core items:
  • Discover
  • Deep Dive
  • Develop and Deploy

For more details please see the CSP Overview.

To find out how How K2 Professional Services engages with Partners see the K2 Services - Partner Enagement Model

For more information on K2 Consulting Services please complete the contact us form today.