Calendar

Jan
24
Wed
Managing Change: How to Get and Keep Employees Engaged
Jan 24 @ 10:45 am – 12:00 pm

Technology and digital workplace projects can transform a company – from the brand to the bottom line.  In this session you’ll learn how to go beyond technology and into changing how your business thinks about people.  Your change management workbook and team exercises will guide you to develop your own change management strategy, learn from other attendees, and bring tips and tools back to your workplace that you can apply immediately.

  • Identify the right structure for your leadership team
  • Learn why training doesn’t work, and how to adopt a new approach
  • The top 5 drives of change management – and how to apply each
  • Engaging your leaders in digital workplace projects
Lunch – On Your Own but not Alone
Jan 24 @ 12:00 pm – 1:00 pm

On your own, but not alone. Grab lunch along with the rest of the group from the nearby Orbis café. Weather permitting, enjoy your lunch outdoors on the university campus. 

How Office 365 has transformed Carolinas Healthcare System
Jan 24 @ 1:00 pm – 2:00 pm

Carolinas HealthCare System (CHS) is one of the largest non-profit healthcare systems in the US, with over 60,000 employees.  In the last four years, CHS has upgraded Exchange and SharePoint to Office 365, which has introduced changes for both end users and the IT department.  This session will cover the CHS upgrade / migration, how governance changed, and what operational changes have occurred along the way.  Attendees will walk away from this session with both specific governance tactics they can implement, as well as, the reasoning behind them. 

Roadmap Wrap Up
Jan 24 @ 2:00 pm – 3:30 pm

It’s a fact – 60-80% of Intranet projects fail. One of the most critical reasons: not understanding the unique planning process. This session will dive into what should be included in your Intranet roadmap, how to build it, and what to consider leaving out.

  • Participate in group exercises that you can bring back to your team
  • Learn how to apply an estimated ROI
  • Discover why people and process are more important than the technology
  • Engage an Intranet leadership team
  • Get an Intranet roadmap workbook for free
Apr
17
Tue
Registration, Networking and Continental Breakfast
Apr 17 @ 8:00 am – 8:30 am

Get your motor running with coffee, continental breakfast, and meeting colleagues on the UNCC campus PORTAL building! 

Welcome and Speed Networking – Get to Know Your Fellow Workshop Attendees
Apr 17 @ 8:30 am – 9:00 am

In this fast-paced interactive session get to know your fellow peers, their biggest CRM challenges, and a few fun facts. 

Keynote: Creating a Customer-Centric Organization
Apr 17 @ 9:00 am – 9:45 am

Grab your coffee and grab a free copy of, “The LUCK Principle,” while author Geoff Ables discusses how to create a customer-centric organization!

Being customer-centric is far from being a new concept, but the techniques and digital workplace tools that can make it a reality have advanced significantly in recent years.   In this session, author Geoff Ables will share case studies of what a customer-centric organization looks like, how your data, processes, people, and culture have to align, and organizational disciplines that result in the best customer experiences.  It is targeted towards individuals who want to go beyond technology solutions, and want to drive change – even transformation – in their businesses.  Leaders in operations, sales, marketing, technology, HR, and service will find this to be an engaging session.

Session takeaways:

  • Understand the 5 common-sense, but not commonly practiced, rules for customer engagement
  • Learn the differences between standard business processes and relationship business processes
  • Successfully engage leaders in relationship-building projects while avoiding common leadership pitfalls
  • Know why companies are failing at failure, and how to learn more from failures
Creating a CRM Roadmap that Leads to Adoption
Apr 17 @ 10:00 am – 11:30 am

It’s a fact – 47% of CRM projects fail 2 or more times before organizations get it right. One of the most critical reasons: not understanding the unique planning process. This session will dive into what should be included in your CRM roadmap, how to build it, and what to consider leaving out.

  • Participate in group exercises that you can bring back to your team
  • Learn what your CRM vendor isn’t telling you
  • Discover the 7 habits of CRM success
  • Engage a CRM leadership team
  • Get a CRM roadmap workbook for free

“I only wish we had more time to dive deeper into this important concept.”

Note that in response to the above comment, we have split this session out into three sessions.  The Roadmap, Governance and Change Management sessions.

Guest Case Study: TBD
Apr 17 @ 11:30 am – 12:30 pm
Lunch: On Your Own but not Alone
Apr 17 @ 12:30 pm – 1:30 pm

On your own, but not alone. Grab lunch along with the rest of the group from the nearby Orbis café. Weather permitting, enjoy your lunch outdoors on the university campus.