k2 users group, portland intro and project

@chrysalisbts

prepared by

Dave Healeydhealey@chrysalisbts.com

(206) 734-9414

01/21/2016

Portland K2 User Group:Getting to Win

Inaugural K2 Users Group, Portland

@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

@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

@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

@chrysalisbts

prepared by

Andy Hopkinsandyh@chrysalisbts.com

(425) 761-4143

01/21/2016

Overview of A High Volume, Complex Business Process Solution

Inaugural K2 Users Group, Portland

@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

@chrysalisbts

Billing Process Exception HandlingCase Study: Challenges

Project Challenges:

• Transaction Volume

• Task Assignments

• “Everything View”

• External System Integration (Avi Track)

@chrysalisbts

Billing Process Exception HandlingEcova: Utility & Energy Management

@chrysalisbts9

Inactive AccountsInactive Account Process

@chrysalisbts

Unknown AccountsUnknown Account Process

@chrysalisbts

SearchWorkflow StatusCustomer Team Customer Assigned To Workflow Type Process IDProcess Status Vendor Name

Billing Process Exception HandlingEverything View

@chrysalisbts

&

@chrysalisbts

@chrysalisbts

ABOUT CHRYSALIS BTSK2 User Group Portland

@chrysalisbts

PackagedSolutions

ManagedServices

ProjectServices

Unlocking The Transformative Power of TechnologyDeliver. Better.

AdvisoryServices

Cloud

Microsoft Technologies

Business Process Optimization

@chrysalisbts

Creating ImpactSelect client cross-section

Oregon Construction

Contractors Board

@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