Thursday, February 5, 2009

February K2 User Groups

There are two K2 user groups meetings for the month of February which you can attend virtually…

The second one has already passed but the recording should be available on the K2 Underground.

February 10, 11am-1pm central time – K2 blackpoint Preview

Phillip Knight from Merit Energy will be hosting the K2 user group meetings at Merit Energy, located at 13727 Noel Road, 2nd Floor Conference room, Tower 2, Dallas, Texas 75240. Parking information is included in the linked map below. Remote attendance information is included at the bottom of this message.

Link to map: Reminder: Merit Energy is on the 5th floor, but the meeting will be held in a 2nd floor conference room. Once off the elevator, go to the reception area and we will bring you back to the conference room.

If you haven't already done so, please RSVP to me via email
whether you are attending via live meeting or if you will be attending in person (so that we can plan for the number of people to order food for).

Check out the K2 Underground site and our user group at We are posting webexes/live meetings from our meetings at this site.

Meeting Agenda:
11-11:15 Networking/Refreshments
11:15-11:30 Announcements/Intros of New people
11:30-11:45 Tips & Tricks
11:45-12:45 Technical Presentation
12:45-1:00 Meeting Wrapup

The Announcements section of the meeting will include any information regarding K2 upcoming events and user group events as well as brief introductions of our presenter and refreshment provider.

The Tips & Tricks Presentation is when we as members can pose questions to each other on projects that we are working on and having difficulty with. It is also a time when if we have learned something that we feel will be helpful to others, we can share it with the group. Bring yours to share/ask.

Meeting Presentation & Company:

Michelle Salazar from K2 will be presenting on K2 BlackPoint. K2 blackpoint, a subset of K2 blackpearl features, provides unparalleled capabilities and affordability. It also offers an upgrade path so that organizations can grow their investment and add complexity over time, if needed. Michelle will demonstrate to us the features available in K2 and the ease of use in developing workflows with it.

For more information, go to

The K2 platform is for delivering process-driven applications that improve business efficiency. Visual tools make it easy for anyone to assemble reusable objects into applications that use workflow and line-of-business information.

K2-based solutions are deployed by a growing number of the global Fortune 100. K2 is a division of SourceCode Technology Holdings, Inc. based in Redmond, Washington, and has offices all over the world.

For more information, contact Joe Bocardo at

Meeting Presenter:

Michelle Salazar

Michelle Salazar resides in Dallas, TX and before joining K2 she held a variety of positions in the information technology field. Her primary focus has been on developing enterprise-class Windows and web-based applications using Microsoft technologies.

Meeting Sponsor:

We thank Michael Steinberg from Pariveda Solutions for sponsoring our refreshments at our August meeting.

Pariveda Solutions is a mid-market IT Consulting firm with offices in Chicago, Dallas, Denver, Detroit, Houston, and Seattle. We are in the Business of IT®. We empower Information Technology organizations to function more like services companies inside their corporate enterprises. From the way they define their internal strategy, to the way they deploy their resources and provide value to the business, our proven methodology drives costs out of IT while improving internal service quality and responsiveness. This organizational transformation is necessary and foundational for any IT enterprise engaging in the Business of IT®.

For more information please contact
Michael Steinberg, Pariveda Solutions ( (214) 557-0558)

For more information

There is another K2 User Group in Denver, Colorado led by Paul DeFrees. They meet the 1st Tuesday of every month from 6pm – 8pm Mountain time or 7pm-9pm Central time. If you would like to know more about their user group and would like to receive meeting announcements, please email Paul DeFrees at Their next meeting is February 3rd and one of their members will be presenting a K2 BlackPearl application.

For Virtual Attendees:

Note: please keep your phone on mute until you are ready to speak.

Audio Information

Telephone conferencing
Choose one of the following:

Start Live Meeting client, and then in Voice & Video pane under Join Audio options, click Call Me. The conferencing service will call you at the number you specify. (Recommended)

Use the information below to connect:
Toll-free: +1 (877) 860-3058

Toll: +1 (719) 867-1571

Participant code: 914421

First Time Users:

To save time before the meeting, check your system to make sure it is ready to use Microsoft Office Live Meeting.
Unable to join the meeting? Follow these steps:

Copy this address and paste it into your web browser:


2. Copy and paste the required information:
Meeting ID: Z2RP5R

Entry Code: TBK;Wj37j

February 3, 6 to 8pm central time – Underwriting Solution

The next K2 User Group meeting in Denver will be held today, February 3rd, from 6pm to 8pm MST.

The meeting will again be hosted at Baxa located at 14445 Grasslands Dr, Englewood, CO 80112. Here is a map to the Baxa office. There is plenty of parking available around the building and it's fairly close to E470, so please join us in person, if possible. For those of you who cannot attend in person, we will have a Live Meeting session available. This information is located at the bottom of this e-mail.

If you are interested in receiving these notifications in the future, please register for the Denver User Group on the K2 Underground. If you would prefer to not be contacted again, please let me know so I can remove your name from the list.


6:00 - 6:15 Networking/Refreshments
6:15 - 6:30 Announcements
6:30 - 7:45 Presentation by Scott Daub from Imerica
7:45 - 8:00 Meeting Wrap-up

Presentation Summary:

This month, Scott Daub, a K2 customer with Imerica, will present the workflow he implemented at his company to manage their underwriting process. The Underwriting process is the core decision making process in their business. They had a need to rapidly build a replacement to the existing system. The presentation will walk through the initial implementation and how it evolved over four months. He will talk about some the lessons learned and the pain points of the development cycle as well as some plans for the future of this process.

Scott began working with K2 about five years ago as a consultant and has used it on a variety of projects. He joined Imerica Life and Health Insurance in June as a Lead Developer where he implemented the underwriting process using K2 and has big plans for using K2 in other areas of the company.

As always, bring your K2 or workflow questions for discussion with the group and get help from those have been there or who are working on similar processes or challenges. Anthony will help you work through your design scenarios or issues, so bring your tough questions!

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