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.

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

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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

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Billing Process Exception Handling
Case Study: Challenges
Project Challenges:
• Transaction Volume
• Task Assignments
• “Everything View”
• External System Integration (Avi Track)

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Billing Process Exception Handling
Ecova: Utility & Energy Management

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9
Inactive Accounts
Inactive Account Process

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Unknown Accounts
Unknown Account Process

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SearchWorkflow StatusCustomer Team Customer Assigned To Workflow Type Process IDProcess Status Vendor Name
Billing Process Exception Handling
Everything View

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&

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ABOUT CHRYSALIS BTS
K2 User Group Portland

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Packaged
Solutions
Managed
Services
Project
Services
Unlocking The Transformative Power of Technology
Deliver. Better.
Advisory
Services
Cloud
Microsoft Technologies
Business Process Optimization

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Creating Impact
Select client cross-section
Oregon Construction
Contractors Board

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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