k2 users group, portland intro and project
TRANSCRIPT
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@chrysalisbts
prepared by
Dave [email protected]
(206) 734-9414
01/21/2016
Portland K2 User Group:Getting to Win
Inaugural K2 Users Group, Portland
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@chrysalisbts
• Founded 2009
• Kirkland, WA
Welcome & IntroductionsSuccessful 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
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@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
AgendaK2 User Group, Portland
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@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
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@chrysalisbts
prepared by
Andy [email protected]
(425) 761-4143
01/21/2016
Overview of A High Volume, Complex Business Process Solution
Inaugural K2 Users Group, Portland
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@chrysalisbts
Billing Process Exception HandlingCase 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
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@chrysalisbts
Billing Process Exception HandlingCase Study: Challenges
Project Challenges:
• Transaction Volume
• Task Assignments
• “Everything View”
• External System Integration (Avi Track)
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@chrysalisbts
Billing Process Exception HandlingEcova: Utility & Energy Management
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@chrysalisbts9
Inactive AccountsInactive Account Process
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@chrysalisbts
Unknown AccountsUnknown Account Process
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@chrysalisbts
SearchWorkflow StatusCustomer Team Customer Assigned To Workflow Type Process IDProcess Status Vendor Name
Billing Process Exception HandlingEverything View
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@chrysalisbts
&
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@chrysalisbts
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@chrysalisbts
ABOUT CHRYSALIS BTSK2 User Group Portland
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@chrysalisbts
PackagedSolutions
ManagedServices
ProjectServices
Unlocking The Transformative Power of TechnologyDeliver. Better.
AdvisoryServices
Cloud
Microsoft Technologies
Business Process Optimization
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@chrysalisbts
Creating ImpactSelect client cross-section
Oregon Construction
Contractors Board
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@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