our K2 solutions automate
every business process
Expertise
Our finance expertise
- Seamless application processing and onboarding of new customers
- Manage and consolidate tools and customer portfolios from a central location
- Reduce servicing times by standardizing inquiry response process, routing to necessary teams to resolve by inquiry type
- Generate data to meet reporting requirements for regulations like Basel III and Sarbanes-Oxley
- Minimize manual reporting and improve accuracy for regulatory and compliance with multiple reviewers
- Carry out internal auditing schedules seamlessly, identifying any shortcomings or risks
- Identify areas of risks such as credit, foreign exchange, or inflation and carry out plans to address them
- Receive notifications when defaults incur and debtors are past payment deadlines
- Simplify the underwriting process by automatically verifying mortgage borrower’s details—credit history, income, etc.
- Streamline the loan origination process, from application to disbursement
- Collaborate with clients and draft, edit, and review all documents
- Generate personalized portfolios based on customer interest and inquiries


Expertise
Our human resources expertise
- Smoother employee onboarding and offboarding with every team coordinated
- Annual performance reviews easily submitted and approved
- Strong employee response to surveys with clear, actionable data findings
- HR policies always up-to-date through automatic reminders
- Professional training and development quickly approved and reimbursed
- Employee self-service for immediate answers on benefits
- Simpler health plan enrollment, with selections routed to HR and the health plan
- Automatically-routed leave requests lead to well-planned staffing
Expertise
Our IT expertise
- Internal help desk requests easily managed and resolved through automatic ticket routing and updates
- Change orders made easy through automated scheduling
Accelerated approvals for equipment with an automated process - Clear inventory management system with precise details for all and company-wide assets in one view
- Project management tools work across systems, helping your teams stay coordinated
- Manageable, worldwide technology development, with assignments routed to the right people
- All work kept secure through automatic auditing
- Respond faster to security incidents and vulnerabilities
- Automatic notifications when users fall out of compliance with company policies
- Meet internal and external standards with automated systems testing procedures
- Thorough risk management process execution from identification to prioritization
- Track, prioritize, and solve all customer support tickets, escalating and re-routing them when needed
- Optimize your customer support strategy so you can resolve more tickets
- Monitor progress from a central location and report on time savings, ticket count, and resolution rate


Expertise
Our operations expertise
- Vendor and supplier onboarding and contracts, simple and paperless
- Field staff communication via mobile devices and SmartForms
- Authorized expenditures automatically routed to company financial systems
- Workflows integrated with your warehouse management system
- Warehouse stock managed and allocated to customers, in one app
- Better tracking systems for managing retail returns
- Dashboards show inventory status, nationwide or worldwide
- Centralized management of all assets—buildings, facilities, and equipment
- Safety checks completed electronically, with appropriate teams notified for follow-up
- A single system for completing quality control checklists and documenting corrections
- Streamline management of mergers and acquisitions (M&A)
- Re-allocate or redefine resources and budget organization-wide
- Track process progress from product/business roadmaps to post mortem review to a continuous improvement plan
- Automate communications of changes to employees and implement training where appropriate
- High standards supported with user-friendly checklists and forms
- Paperless audits save time, with everyone coordinated
Expertise
Our sales and marketing expertise
- Faster sales quotes, with an automated approval process
- Purchase orders easily finalized while data transmits to accounting systems
- Less time required to develop and complete proposals
- Successful events with every detail and document managed
- Proactive marketing with social media posts sent for approval and published automatically
- Automatic notifications to the marketing team when leads from target accounts engage with campaigns
- Full reporting on leads in a central view to measure campaign performance
- Integrate with CRM systems to surface account information tied to leads
- Completely paperless onboarding for customers with auto-alerts to correct teams
- A convenient experience with customer portals and self-service
- Customer satisfaction is quickly gauged with SmartForm surveys
- Employees serve customers knowledgeably with interconnected systems
- Understanding of customers improves, as data builds in Salesforce or other CRM systems


Expertise
Our accounting expertise
- Expense claim information captured and automatically distributed with SmartForms
- Reimburse claims quickly through straightforward integration with accounting and payroll
- Clear financial reporting with dashboards across every expense category
- Purchase and capital expenditure (CapEx) requests completed in a system-spanning, accounts payable workflow
- Customers automatically notified when accounts are past due
- Accounting systems updated when invoices are sent, saving time on data entry
- The right information captured and approved from every department, with far less effort
- Automatic notifications at every phase of the budget process
- Every audit simplified, with automatically created audit trails
- Time savings with one e-procurement system for all purchase requisitions and orders
- Surprises avoided, with simpler ways to manage spend against budget
- High quality—always—as purchases are appropriately inspected
- Delays prevented, with simpler tools for contract management
- Accurately prepared paperwork for all tax payments and returns
- Central reporting for quarterly and annual tax reports
- Increase tax savings and identify new ways for profit
Expertise
Our healthcare expertise
- Access and manage cases from a central location and get a holistic view of current hospital caseloads
- Allow easy access for clinicians and back-office staff to real-time data, forms, and patient information pulled from various systems around the hospital
- Automate documentation and reporting for all call center operations
- Register and discharge patients following company processes and capture all patient information in a central location
- Immediately send automated test results notifications to patients
- Manage medical records in one place and update all systems that keep patient data on file
- Respond to patient inquiries offsite and route cases to appropriate caregivers based on inquiry content
- Capture, route, and track claims across their lifecycle to ensure compliance
- Streamline authorization processes through automated communications between practices and payers
- Reduce errors in billing and expedite revenue generation
- Streamline your audit process with incident reporting management to monitor accidents and automatically notify the occupational health department
- Provide clinicians with information around continuing education, notifying them when they need to fulfill their CE requirements


Expertise
Our legal expertise
- Easily collate, search through, and track new matter intake for client management and billing
- Automatically gather necessary information for all team members—attorneys, paralegals, intake specialists, and more
- Connect and view information from other crucial third-party systems like RecordTrac and Verisk
- Digitize client collaboration and reduce back-and-forth communications, notifying customers via mobile or email when an action needs to be taken
- Digital document and data management for easy access, editing, reviewing, and collaboration across teams
- Simplified billable time tracking, client billing, and payment collection processes in one workspace
- Streamline contract management, routing drafts to appropriate reviewers
- Capture information necessary through SmartForms to file class-action lawsuits
- Manage IP portfolio and organize rights for easy usage and searchability that will differentiate your firm and increase the market value
- Capture all legal documentation and information needed to onboard and offboard employees
- Route approvals for things like headcount, offers, and payroll changes to the right reviewers
- Auto-generate customer invoices with contract details and immediately update accounting records for accounts receivable
- Track claims and policy information easily
Expertise
Our natural resources expertise
- Monitor and generate drilling morning reports around any anomalies
- Drive all personnel, drilling and reservoir engineers, geologists, service rig operators, etc. through the necessary training to educate them on safety risks and policies
- Generate and send the necessary information to meet well permit requirements to regulatory compliance firms
- Field workers can submit requests or information using mobile online/offline capabilities back to crew offsite
- Manage field service tickets and re-route accordingly to the right personnel when escalation is required
- Manage CapEx approvals for asset purchase and asset disposals
- Streamline transportation and distribution to customers across multiple locations
- Track volumes through various transportation methods in one view and automatically notify customers when a shipment is on the way
- Monitor field processing and track rates of oil, gas, and water within reservoirs to determine oil value
- Manage request forms and approvals for all cross-border pipeline expansions
- Alert staff when smart sensors catch anomalies in pressure, flow, and level of oil in pressure wells
- Minimize costs and health and safety risks with corrosion monitoring and manage refinery maintenance schedules accordingly
- Create incident report management system and improve or remove any risky or hazardous items or processes
- Digitize inspection processes and use real-time data to determine any asset repairs or replacements
- Handle well issues and minimize downtime while gathering real-time data to determine the fix and value of the workover
- Improve plant maintenance operations for better work order data quality
- Auto-generate customer invoices with contract details and immediately update accounting records for accounts receivable
- Track claims and policy information easily


Expertise
Our public sector expertise
- Increase efficiency around case management and process more cases in less time
- Strategically plan and allocate budget, while assessing return for future investments
- Easily manage documents circulated across teams and departments and control file versions
- Manage grant applications in a central location and track progress on process
- Gain control over compliance and regulations, viewing all companies-in-review in a central view
- Automate permit application processes and allow employees to focus on higher-value items
- Handle ticket collections and send violators automated notifications when fines are past due
- Streamline public records requests and expedite requests or grant access
- Verify requirements for enrollment and licensing are met prior to distribution
- Citizens can report incidents through intake forms while the administration manages cases and coordinates responses
- Confirm all qualification requirements are met for student applications or sent back to the applicant for re-work if the information is missing
- Optimize and streamline the faculty onboarding and student registration and orientation process
- Create a holistic view of the overall school budget and how investments impact student life