K2 users group, portland intro and Project
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This document summarizes the agenda and presentations for the inaugural K2 Users Group meeting in Portland. The agenda includes introductions, a presentation on a high volume complex business process solution case study at Ecova Utility, and a presentation from Matt Sherman on their K2 strategy and best practices at Greenbrier Companies. The document also includes biographies of the speakers from Chrysalis BTS and an overview of the company.
K2 users group, portland intro and Project
- 1. @chrysalisbts prepared by Dave Healey dhealey@chrysalisbts.com (206) 734-9414 01/21/2016 Portland K2 User Group: Getting to Win Inaugural K2 Users Group, Portland
- 2. @chrysalisbts • Founded 2009 • Kirkland, WA Welcome & Introductions Successful track record, Experienced, Collaborative Leadership Team Dave Healey, Managing Partner • 25+ years industry experience • Enterprise Information & Data Management, Project Management • Accenture (InnovaPost), Microsoft Andrew Hopkins, Principal Consultant • 25+ years industry experience • Enterprise Information Management, Business Process Management, Architecture, Design • Microsoft, Lexis Nexis Jack Urlin, Senior Business Development Associate • 10 years Business Development Experience • Understanding and selling solutions to complex business problems • Talentwise, Intelius
- 3. @chrysalisbts 4:00 - 4:30 - Networking 4:30 - 4:45 - Introductions and Group Charter Discussion 4:45 - 5:25 - Overview of A High Volume, Complex Business Process Solution Andy Hopkins, Principal Consultant at Chrysalis BTS 5:25 - 5:55 - Our K2 Strategy and Best Practices Matt Sherman, Greenbrier Companies 5:55 - 6:00 - Wrap Up and Next Steps Agenda K2 User Group, Portland
- 4. @chrysalisbts Who are you? • Name, Title, Company, Something No One Knows ;) • What is your interest in this User Group? • How would you like to see this group grow? • Subjects you’d like to discuss? • Would you be willing to share your experiences and speak at the UG? • Frequency of meeting? • Does this time work? Who Are You? Welcome & Introductions
- 5. @chrysalisbts prepared by Andy Hopkins andyh@chrysalisbts.com (425) 761-4143 01/21/2016 Overview of A High Volume, Complex Business Process Solution Inaugural K2 Users Group, Portland
- 6. @chrysalisbts Billing Process Exception Handling Case Study: Ecova Utility & Energy Management Expedited processing of customer invoices with unknown or inactive address or customer data • Efficient, consistent workflow processes • Exception handling processing time reduced to hours from weeks • ROI significantly higher than anticipated • K2 blackpearl, SharePoint
- 7. @chrysalisbts Billing Process Exception Handling Case Study: Challenges Project Challenges: • Transaction Volume • Task Assignments • “Everything View” • External System Integration (Avi Track)
- 8. @chrysalisbts Billing Process Exception Handling Ecova: Utility & Energy Management
- 10. @chrysalisbts Unknown Accounts Unknown Account Process
- 11. @chrysalisbts SearchWorkflow StatusCustomer Team Customer Assigned To Workflow Type Process IDProcess Status Vendor Name Billing Process Exception Handling Everything View
- 12. @chrysalisbts &
- 13. @chrysalisbts
- 14. @chrysalisbts ABOUT CHRYSALIS BTS K2 User Group Portland
- 15. @chrysalisbts Packaged Solutions Managed Services Project Services Unlocking The Transformative Power of Technology Deliver. Better. Advisory Services Cloud Microsoft Technologies Business Process Optimization
- 16. @chrysalisbts Creating Impact Select client cross-section Oregon Construction Contractors Board
- 17. @chrysalisbts Enterprise Applications & Services Infrastructure as a Service Cloud Data Center Infrastructure & Services, US Based Cloud Data Center Infrastructure & Services, Canada Based Strategic Partnerships “None of us is as smart as all of us.” Business Process Optimization & Management