Digital Workplace and Business Transformation Roundtable

January 23-24, 2018 – Charlotte, NC

Featured Digital Workplace Guest Case Studies

The Digital Workplace is Changing…


Between 2005 and 2015, telecommuting grew by 103%.

The average employee uses 25 different applications per week.


An employee's attention span has dropped by 25% in the last 10 years.

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Super Early-Bird Savings!

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Take your digital workplace project from struggling, to sustainable success. The truth is that digital workplace success is driven more by people than technology. Organizations don’t care about Intranets, technology or social – they care about results – and these 2 days of interactive workshops will provide you with the tools and knowledge to:

  • Avoid the most common mistakes being made by other organizations
  • Balance scalability, flexibility and usability as you implement user-centered design
  • Go beyond user adoption and build a solid plan for sustained team engagement
  • Create a digital workplace that encourages better lateral and vertical collaboration

You will hear from peers and expert speakers, participate in workshops, and leave with workbooks, ideas and new connections.

Learn the secrets these past attendees have learned:

Goodwill Industries

Wells Fargo

Horry Telephone Cooperative

Bank of America

Prison Fellowship

Carolinas Healthcare


Tuesday, January 23, 2018 at 8:00 am –
Wednesday, January 24, 2018 at 5:00 pm


University of North Carolina at Charlotte
PORTAL Building
9319 Robert D. Snyder Rd.
Seminar Room – 2nd Floor
Charlotte, NC 28223

Most Businesses are Failing at Collaboration



The average company considers 58% of their digital content to be ROT (redundant, outdated, or trivial).



of employees say that insufficient training is a barrier to adopting new workplace technologies.

60% - 80%

of collaboration and social business initiatives will not achieve their intended benefits.

Who should attend the intranet planning workshop?

Attend the Digital Workplace Event if You Are:

  • Expanding your intranet project into a digital workplace initiative
  • Struggling with your current digital workplace project or looking for options for improvement
  • Considering an intranet upgrade from an older platform
  • Implementing an intranet for the first time
  • Unsure of what exactly goes into transforming your business into a digital workplace
  • Frustrated with lack of adoption or leaderhip buy-in

Great expert panel discussion! Thank you for a very informative conference!

The “Deadly Sins” presentation was outstanding. I’ll be inviting our company enterprise-level team next time.

What a unique combination of seminar, workshop, training and networking. I have a notebook full of things to get done right away, and things to think about for the long-term!

Inventive conference. I wish our HR and Marketing Directors had attended to catch this vision of better employee engagement.

Organizations with strong learning and collaborative culture are:


more likely to develop novel products and processes


more productive


more likely to be first to market with their products and services


more profitable than their peers

Join us for 2 days of digital worklace and business transformation workshops to learn to drive better collaboration and employee engagement!


Day 1: Digital Workplace and Business Transformation Event

Registration, Coffee and Continental Breakfast 
Jan 23 @ 8:00 am – 8:30 am

Get your engines started with coffee, registration and some networking with colleagues.

Keynote: People-Centric Digital Workplace Success
Jan 23 @ 8:30 am – 9:15 am

Digital transformation is happening in every organization today.  But the results are often more negative than positive.

In the past, employees struggled to find ways to connect with each other – today they are struggling to find time when they can disconnect and get work done.  Finding documents in archaic paper-based systems could be time consuming and frustrating – in today’s digital workplace it is even worse, with employees reporting that they spend an average of 20% of their time looking for information.  Intranets can turn these trends around – but success requires people-centric planning and processes.

Join bestselling author Geoff Ables as we launch the workshop with a look into the 5 megatrends that shape success – or failure – and how you can apply them to your organization.  Attendees will get a free workbook and 10 practical tips that they can apply to immediately improve their project.

Speed Networking – Get to Know Your Fellow Workshop Attendees
Jan 23 @ 9:15 am – 9:45 am

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

Personas, Journey Maps and Processes in the Digital Workplace
Jan 23 @ 10:00 am – 12:00 pm

One of the top reasons employees do not engage is a disconnection between their digital workplace experience, and overall productivity. Technology solutions can become so complex and difficult to use, that employees feel that they are working for technology – rather than the other way around.

Join your peers for an interactive session featuring group activities, discussion, best practices, and take-away tools.

Identify what personas look like and how they will impact the digital workplace

Discuss when/where/how they should be used/considered

Discover the starting point for persona definitions – and how to strategically expand from there

Demonstrate how to parse survey data into Challengers, Contributors and Champions

Define a journey map as a foundation to understand how employees want to engage, and what will cause them to disengage

Identify and define processes to bring quick wins and long-term productivity to your work group

Handout: Persona Template, Process Best Practices and Sample Survey

Lunch – On Your Own but not Alone
Jan 23 @ 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.

Guest Workshop: ArcherPoint – Marrying Solution and Process Benefits to Organizational Culture
Jan 23 @ 1:00 pm – 3:00 pm

Carrie McNally: Business Analyst

Discover how to identify true business needs while sifting through company culture, stakeholder buy-in, and laying the foundation for transformation success

Gen-What? Interviews with five generations in the workplace
Jan 23 @ 3:15 pm – 4:00 pm

Hear firsthand what it’s like to be one of the six (yes SIX) generations working in the digital workplace today. Learn about where organizations are making mistakes with regard to collaboration, social, networking, knowledge sharing and productivity, as well as where they’re getting it right. Jot down the questions you have for this interactive panel to help fuel the discussion!

Mature/Silents (1925-1945) 72-92 years old now

Phil McBryde – Sales at Royal Adhesives & Sealants

Baby Boomers (1946-1964) 53-71 years old now

Ellen Schloemer – Senior VP

Generation X (1965-1980) 37-52 years old now

Aaron Clark – Marketing and Business Development Analyst

Millennials (1980-2000) 17- 36 years old now

Alison Kendrick – AVP Marketing at Bank of America Merchant Services

iGen (2001-present) 1-17 years old now

Bradford Student – TBD


Dinner Together
Jan 23 @ 5:00 pm – 7:00 pm

Our sponsor will be taking all attendees out to dinner at a nearby highly rated restaurant this evening.

Day 2: Digital Workplace and Business Transformation Event

Registration, Coffee and Continental Breakfast 
Jan 24 @ 8:00 am – 8:30 am

Get your motors running!  Join us back at the UNCC campus, grab a cup ‘o joe and dive into day two! 

Building a Better Governance Plan
Jan 24 @ 8:30 am – 10:00 am

Many digital workplace projects launch successfully, but then quickly fizzle out or become inundated with stale information.

You’ll use your free governance planning workbook to capture insights and develop a plan that is right-sized to your organization.

Key takeaways:

Learn the differences in the four intranet governance models and determine which one is right for your organization

Discuss the five C’s of a proper governance plan

Managing the risk of a major disruption

Bad data – why it happens, how to clean it up, and how to prevent it

Continuous training and improvement

Key performance indicators – how to engage your whole team in improving the score

How to form, and engage, a steering committee

Benchmarking for Continuous Improvement
Jan 24 @ 10:15 am – 10:45 am

A successful digital workplace solution is at the heart of engaging employees and satisfaction that in turn aids them in delivering great customer experiences. But over half of technology projects are still failing – and most organizations have little idea why.

In this session, you will walk through a process for rating projects, rate your organization across 5 categories, and network with others to find out what is working for them. At the end of the session, you will have a benchmarking guide that you can use to continually monitor and improve the people, processes and technologies associated with employee and customer engagement in your organization. We will also use the time to have the attendees that score the highest in each of the 5 areas share their best practices with the rest of the attendees.

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

Network with peers and learn best practices. Discover practical tips to engage employees, drive collaboration and learn how to measure results. See and hear examples and case studies from leading organizations.

Geoff Ables

Geoff Ables

Carrie McNally

Carrie McNally

Tricia Desso-Cox

Tricia Desso-Cox

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Digital Workplace Event

  • Attend the two day workshop to learn how to plan, design, map journeys, and gain adoption for your digital workplace.
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Event Sponsor

Intranet Workshop Sponsor

Create contagiously collaborative employees that deliver great customer experiences.

Where to stay when in town for the CRM Leadership and Planning Workshop

Where to Stay

Hilton Charlotte University Place is about a half mile from our parking deck (about a 15 minute walk, or a very short drive).

8629 JM Keynes Drive
Charlotte, NC  28262

Click here to visit the hotel website and book a room.

Nearby Attractions

If you're looking for things to do while in town, remember that

Charlotte's got Charlotte!

There are dining options, including waterfront dining, within walking distance of the hotel.  A few shopping options are within walking distance, and 3 modern malls are short drive away.  Uptown Charlotte, a short Uber ride away, offers a vibrant nightlife scene.

Click here if you'd like to learn about arts, culture, outdoor, NASCAR and other nearby attractions.


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