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AI and BPM+
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Tom DeBevoise
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Abstract
• Discover how the Knowledge Worker Copilot streamlines
contract and regulation-driven work. In this webinar, we
will demonstrate how the KW-Copilot keeps a living
memory of every evolving case, capturing events,
documents, and stakeholder roles, then orchestrates BPM+
workflows and AI reasoning to automate follow-ups,
surface real-time insights, and keep legal, compliance, and
sourcing teams perfectly aligned.
Powered by
Outline
• Set the Context
• Explain the problem we are trying to solve
• Explain how we tackle that problem
• KW Copilot
• Capabilities
• Scenario and Demo
• Conclusion
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AI and BPM+
Context
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Knowledge Work
Knowledge Work represents
an ever-increasing portion
of modern business
Powered by
Examples of Knowledge
Work
Contract Management Procurement Sourcing
Compliance Risk Management Customer relations
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Knowledge Workers
• Knowledge Workers are highly educated
and rely on judgment and experience to
do their work rather than simply
accomplishing repetitive tasks
• Knowledge Workers are swivel chair
integrators of various business systems:
Office productivity suites, Spreadsheets,
CRMs, ERPs, Web applications, etc.
• Knowledge Worker increasingly report
being overworked
Powered by
AI and BPM+
Problem
Powered by
The Problem
• Knowledge Work heavily relies on humans
coordinating activities and doing swivel chair
integration within many systems
• Leading to a lot of unproductive activities
such as:
• Interacting via email with the correct information and
format with the various stakeholders
• Looking up support documents
• Analyzing the situation
• Copy pasting information from systems to systems
• Scheduling events
• Etc.
Powered by
The Problem
• This is amounts to a lot of unpredictable
sequence of activities (re: hard to
automate)
• Things are continuously evolving in a
non-deterministic way
• Furthermore, in a lot of situations,
Knowledge Workers must adhere to:
• Various standard operating procedures
• Corporate policies
• Laws and regulations
Powered by
So how do Knowledge Workers achieve
anything?
• Knowledge Workers are experts at maintaining in their head
an (cognizant) understanding of the evolving context of all
these activities
• While there are many conversations taking place with many
various stakeholders all this work usually evolves around a
common tread:
• Work and communications about a particular project
• Work and communications about a particular deliverable
• Work and communications about a particular contract
• Etc.
• Let’s call these common treads the Cases the Knowledge
worker works on
Powered by
AI and BPM+
Solution
Powered by
Our Solution: KW CoPilot
• KW Copilot = Augmented Intelligence
• The KW Copilot is an Intelligent Digital
Assistant that helps prepare and organize
knowledge work, such as events,
communications, documentation, and data
entry, related to cases, while keeping the
human knowledge worker in control.
• Human Knowledge Worker = Responsible and
Accountable
Powered by
Business Impact at a Glance
• Reduce contract cycle time
• Increase compliance visibility in real
time
• Cut swivel-chair efforts
• Ensure audit-readiness at all times
Powered by
How KW CoPilot Helps Different Roles
• Legal: Tracks obligations and
deadlines across versions
• Compliance: Monitors evolving
regulations automatically
• Procurement: Flags risks or delays
in vendor agreements
• Contract Managers: Automates
follow-ups and milestone alerts
Powered by
KW CoPilot leverages Neuro-Symbolic
AI
• The KW Copilot combines the adaptability of
Generative AI with deterministic BPM+
models
• BPM+ Models are deterministic visual
models readable by both Humans and
Machines
• CMMN: Case Management Model and Notation
• DMN: Decision Model Model and Notation
• BPMN: Business Process Model and Notation
Powered by
What:
Kinds of cases supported by KW Copilot
• Contracts of any sort (e.g. Real
Estate Sale Contract)
• Compliance to Rules and
Regulations
• Standard Operating Procedures
Powered by
What:
KW Copilot keeps a living memory of every evolving
case
• The KW CoPilot captures events,
documents, and stakeholder roles
• The KW CoPilot orchestrates BPM+
case workflows and Generative AI
reasoning to automate:
• follow-ups
• surface real-time insights
• keep legal, compliance
• The KW CoPilot keeps the case
team of stakeholders perfectly
aligned
Powered by
• Terms and Conditions
• Deliverables & Procedurals
• Events
• Roles
What:
A KW-Copilot Case
is composed of and governed by:
Powered by
How:
Initiating an evolving dynamic case
• The human knowledge worker submits
the contract to the KW CoPilot,
creating a new case workflow
• A dashboard displays the terms and
conditions, deliverables, and important
files related to the case
Powered by
How:
The KW Copilot supports the work needed to
manage cases
• A case originates from a specific
instance of a contract, project plan, or
compliance requirement
• The factors that need to monitored
are extracted from the source
document
• The communication in each case is via
email and documents
• The KW Copilot monitors the schedule
and reads the email and documents
Powered by
The KW CoPilot contextualizes, monitors,
and understands the conversations
• Deliverables can include requests,
reviews, and approval conversations
• Responsible parties can schedule
deliverables
• A review and approval, if needed, is
requested
Powered by
KW CoPilot use of Productivity Office
Suites
• E-mails relevant to the case are labeled in
the inbox of the human knowledge worker
• Submitted artifacts are stored in a
repository of the human knowledge worker
(e.g. Google Cloud Storage)
• The content of every PDF attachments are
extracted and exposed with Intelligent
Document Processing
• Important events are written on the
calendar of the human knowledge workers
Powered by
The KW CoPilot monitors and assists
with deliverables
• When the conditions for a deliverable
are met a draft email is created or
sent
• Emails text are automatically created
using contract case variables
• Tools can be called via APIs in the
chain of conversational events
Powered by
KW CoPilot in Action (Notional)
Powered by
AI and BPM+
Demo
Scenario
Powered by
Demo Context
• We will now walk through a
relatable Real Estate example
• Keep in mind, this is a pattern we
can apply to any contract or
regulatory-driven workflow.
Powered by
Introducing the Stakeholders of our
Demo
• Pat : Human Real Estate Transaction Manager
• General Inspector: Human Real Estate
inspector
• Angie: Human Real Estate Broker
• KW CoPilot: Intelligent Digital Assistant
Powered by
Introducing the Scenario of our Demo
• Topic of Demo: Real Estate Sales Contract
• A new contract is submitted by Pat to the KW CoPilot
who initiates the case for that particular home sale
• The KW CoPilot manages all terms and conditions of
the contract, the schedule from the contract, the
deliverables from the contract, and all interactions
between the various stakeholders related to this
home sale
• This scenario will involve the need for a Wood
Destroying Inspection (WDI)
Powered by
AI and BPM+
Demo
Powered by
From Real Estate to Any Regulated
Workflow
• Contracts SOWs
→
• Inspections Compliance checks
→
• Broker Procurement officer
→
Powered by
Summary of the Knowledge Worker
CoPilot Capabilities and Benefits
• Transforms Contracts into Living Case
Workflows
• Intelligent Case Automation
• Deep Contextual Understanding
• Enhanced Productivity & Real-time Visibility
• Comprehensive Artifact Management
• Improves Compliance & Agility
Powered by
The KW CoPilot
• Ensures no obligation is forgotten
• Finds the patterns you would miss
• Drafts follow-up emails so you
don’t have to
Powered by
AI and BPM+
Q&A

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Knowledge Worker Copilot in the Loop -AI-Powered Contract Workflows

  • 1. AI and BPM+ Powered by Tom DeBevoise
  • 2. Powered by Abstract • Discover how the Knowledge Worker Copilot streamlines contract and regulation-driven work. In this webinar, we will demonstrate how the KW-Copilot keeps a living memory of every evolving case, capturing events, documents, and stakeholder roles, then orchestrates BPM+ workflows and AI reasoning to automate follow-ups, surface real-time insights, and keep legal, compliance, and sourcing teams perfectly aligned.
  • 3. Powered by Outline • Set the Context • Explain the problem we are trying to solve • Explain how we tackle that problem • KW Copilot • Capabilities • Scenario and Demo • Conclusion
  • 4. Powered by AI and BPM+ Context
  • 5. Powered by Knowledge Work Knowledge Work represents an ever-increasing portion of modern business
  • 6. Powered by Examples of Knowledge Work Contract Management Procurement Sourcing Compliance Risk Management Customer relations
  • 7. Powered by Knowledge Workers • Knowledge Workers are highly educated and rely on judgment and experience to do their work rather than simply accomplishing repetitive tasks • Knowledge Workers are swivel chair integrators of various business systems: Office productivity suites, Spreadsheets, CRMs, ERPs, Web applications, etc. • Knowledge Worker increasingly report being overworked
  • 8. Powered by AI and BPM+ Problem
  • 9. Powered by The Problem • Knowledge Work heavily relies on humans coordinating activities and doing swivel chair integration within many systems • Leading to a lot of unproductive activities such as: • Interacting via email with the correct information and format with the various stakeholders • Looking up support documents • Analyzing the situation • Copy pasting information from systems to systems • Scheduling events • Etc.
  • 10. Powered by The Problem • This is amounts to a lot of unpredictable sequence of activities (re: hard to automate) • Things are continuously evolving in a non-deterministic way • Furthermore, in a lot of situations, Knowledge Workers must adhere to: • Various standard operating procedures • Corporate policies • Laws and regulations
  • 11. Powered by So how do Knowledge Workers achieve anything? • Knowledge Workers are experts at maintaining in their head an (cognizant) understanding of the evolving context of all these activities • While there are many conversations taking place with many various stakeholders all this work usually evolves around a common tread: • Work and communications about a particular project • Work and communications about a particular deliverable • Work and communications about a particular contract • Etc. • Let’s call these common treads the Cases the Knowledge worker works on
  • 12. Powered by AI and BPM+ Solution
  • 13. Powered by Our Solution: KW CoPilot • KW Copilot = Augmented Intelligence • The KW Copilot is an Intelligent Digital Assistant that helps prepare and organize knowledge work, such as events, communications, documentation, and data entry, related to cases, while keeping the human knowledge worker in control. • Human Knowledge Worker = Responsible and Accountable
  • 14. Powered by Business Impact at a Glance • Reduce contract cycle time • Increase compliance visibility in real time • Cut swivel-chair efforts • Ensure audit-readiness at all times
  • 15. Powered by How KW CoPilot Helps Different Roles • Legal: Tracks obligations and deadlines across versions • Compliance: Monitors evolving regulations automatically • Procurement: Flags risks or delays in vendor agreements • Contract Managers: Automates follow-ups and milestone alerts
  • 16. Powered by KW CoPilot leverages Neuro-Symbolic AI • The KW Copilot combines the adaptability of Generative AI with deterministic BPM+ models • BPM+ Models are deterministic visual models readable by both Humans and Machines • CMMN: Case Management Model and Notation • DMN: Decision Model Model and Notation • BPMN: Business Process Model and Notation
  • 17. Powered by What: Kinds of cases supported by KW Copilot • Contracts of any sort (e.g. Real Estate Sale Contract) • Compliance to Rules and Regulations • Standard Operating Procedures
  • 18. Powered by What: KW Copilot keeps a living memory of every evolving case • The KW CoPilot captures events, documents, and stakeholder roles • The KW CoPilot orchestrates BPM+ case workflows and Generative AI reasoning to automate: • follow-ups • surface real-time insights • keep legal, compliance • The KW CoPilot keeps the case team of stakeholders perfectly aligned
  • 19. Powered by • Terms and Conditions • Deliverables & Procedurals • Events • Roles What: A KW-Copilot Case is composed of and governed by:
  • 20. Powered by How: Initiating an evolving dynamic case • The human knowledge worker submits the contract to the KW CoPilot, creating a new case workflow • A dashboard displays the terms and conditions, deliverables, and important files related to the case
  • 21. Powered by How: The KW Copilot supports the work needed to manage cases • A case originates from a specific instance of a contract, project plan, or compliance requirement • The factors that need to monitored are extracted from the source document • The communication in each case is via email and documents • The KW Copilot monitors the schedule and reads the email and documents
  • 22. Powered by The KW CoPilot contextualizes, monitors, and understands the conversations • Deliverables can include requests, reviews, and approval conversations • Responsible parties can schedule deliverables • A review and approval, if needed, is requested
  • 23. Powered by KW CoPilot use of Productivity Office Suites • E-mails relevant to the case are labeled in the inbox of the human knowledge worker • Submitted artifacts are stored in a repository of the human knowledge worker (e.g. Google Cloud Storage) • The content of every PDF attachments are extracted and exposed with Intelligent Document Processing • Important events are written on the calendar of the human knowledge workers
  • 24. Powered by The KW CoPilot monitors and assists with deliverables • When the conditions for a deliverable are met a draft email is created or sent • Emails text are automatically created using contract case variables • Tools can be called via APIs in the chain of conversational events
  • 25. Powered by KW CoPilot in Action (Notional)
  • 26. Powered by AI and BPM+ Demo Scenario
  • 27. Powered by Demo Context • We will now walk through a relatable Real Estate example • Keep in mind, this is a pattern we can apply to any contract or regulatory-driven workflow.
  • 28. Powered by Introducing the Stakeholders of our Demo • Pat : Human Real Estate Transaction Manager • General Inspector: Human Real Estate inspector • Angie: Human Real Estate Broker • KW CoPilot: Intelligent Digital Assistant
  • 29. Powered by Introducing the Scenario of our Demo • Topic of Demo: Real Estate Sales Contract • A new contract is submitted by Pat to the KW CoPilot who initiates the case for that particular home sale • The KW CoPilot manages all terms and conditions of the contract, the schedule from the contract, the deliverables from the contract, and all interactions between the various stakeholders related to this home sale • This scenario will involve the need for a Wood Destroying Inspection (WDI)
  • 30. Powered by AI and BPM+ Demo
  • 31. Powered by From Real Estate to Any Regulated Workflow • Contracts SOWs → • Inspections Compliance checks → • Broker Procurement officer →
  • 32. Powered by Summary of the Knowledge Worker CoPilot Capabilities and Benefits • Transforms Contracts into Living Case Workflows • Intelligent Case Automation • Deep Contextual Understanding • Enhanced Productivity & Real-time Visibility • Comprehensive Artifact Management • Improves Compliance & Agility
  • 33. Powered by The KW CoPilot • Ensures no obligation is forgotten • Finds the patterns you would miss • Drafts follow-up emails so you don’t have to
  • 34. Powered by AI and BPM+ Q&A

Editor's Notes

  • #1: Welcome to Knowledge Worker Copilot (2)
  • #6: Your AI-powered assistant designed to actively participate in and streamline workflows across different functions of the business, from contract management to compliance and beyond. Let’s dive into how it works
  • #19: Terms and Conditions (T&Cs) refer to the specific provisions that outline the rights, duties, obligations, and remedies of the parties entering into a legally binding agreement. These provisions form the core of the contract and govern how the parties must behave under the contract. Deliverables are the tangible or intangible outputs, goods, or services that a party is obligated to produce, perform, or transfer under the contract. They are typically defined by specifications, timelines, quality standards, and acceptance criteria. Events are the static calendar dates that are contained within the contract can define the overall scope of the contract Roles are the specific authority of different stakeholders in the contract. It is to track the factors that drive what the knowledge worker needs to do to accomplish their mission or responsibility with respect to the legal contract. how you define what you monitor is up to your organization, and how you interpret your needs from the contract, it is not necessary to have every single term and condition, every single deliverable defined, especially when the knowledge worker is not responsible for everything
  • #23: As we mentioned in the Mackenzie study, knowledge workers frequently search for relevant artifacts and files and try to manage their e-mail inboxes. The knowledge worker copilot has been specifically designed to provide productivity features that enhance the visibility of the emails associated with the workflow Workflow instances have a separate calendar.
  • #32: Transforms Contracts into Living Workflows: KWCP digitizes the real-world, message-based processes that drive contract execution, turning static documents into dynamic, AI-driven workflows. Intelligent Workflow Automation: Automatically initiates workflows from contract text, proactively monitors deliverables, and manages complex multi-party communication threads from start to finish. Deep Contextual Understanding: Leverages advanced AI and NLU to interpret natural language, understand conversation nuances (even "fuzzy" dates or off-thread communications), and integrate all discussions into the core workflow. Enhanced Productivity & Real-time Visibility: Organizes emails, manages document repositories, provides real-time dashboard tracking of conditions and deliverables, and automates email drafting, significantly reducing manual effort for knowledge workers. Comprehensive Artifact Management: All contract-related documents, including scanned PDFs, attachments, and even handwritten notes, are automatically scanned with AI/OCR, categorized according to their type and outcome, made searchable, and stored in a secure repository. Improves Compliance & Agility: By maintaining a complete, auditable record of all communications and actions tied to a contract, KWCP ensures adherence to terms and provides proactive insights, leading to greater organizational responsiveness.