Building a Better Intranet – 2 Day Workshop

May 17-18, 2017 – Charlotte, NC

Featured Guest Case Studies

Cree, Inc

Leverage the Intranet to Encourage Culture Change

Horry Telephone Cooperative

SharePoint Planning Success

The Workplace is Changing…


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


Between 2005 and 2015, telecommuting grew by 103%.

The average employee uses 25 different applications per week.


Take your intranet project from an initial idea, or upgrade, to sustainable success. The truth is intranet success is driven more by people than technology. Organizations don’t care about Intranets – 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.


Wednesday, May 17, 2017 at 8:00 am –
Thursday, May 18, 2017 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

60% - 80%

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



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



The average company considers 58% of their intranet content to be ROT (redundant, outdated, or trivial).

Who should attend the intranet planning workshop?

Attend if You Are:

  • Considering an intranet upgrade from an older platform
  • Implementing an intranet for the first time
  • Unsure of what exactly goes into building an effective intranet
  • Think you need an intranet, but unsure of where to start
  • Struggling with your current intranet or looking for options for improvement

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

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!

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 workshops on building an intranet for collaboration success!


Plan Your Intranet – Day 1

Registration, Coffee and Continental Breakfast
May 17 @ 8:00 am – 8:30 am

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

Keynote: People-Centric Digital Workplace Success
May 17 @ 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 intranet 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 intranet project.

Speed Networking – Get to Know Your Fellow Workshop Attendees
May 17 @ 9:15 am – 9:45 am

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

Designing a Winning Intranet Roadmap
May 17 @ 10:00 am – 12:30 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
Lunch – On Your Own but not Alone
May 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.

Case Study – Cree: Using the Intranet to Impact Culture
May 17 @ 1:30 pm – 2:30 pm

See first-hand insights into how Cree has used the power of their intranet to systematically improve their culture.  Learn how to identify gaps in your culture, develop a strategy for closing them, and connect with your users to mobilize the entire workforce to create more engagement and productivity. Hear the successes, and struggles, related to managing an intranet at a large enterprise.

Tricia Mercaldo
Manager, Solution Support
Formerly with CREE

Successful Intranet Adoption
May 17 @ 2:45 pm – 4:45 pm

Employee engagement 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 transforming how your team thinks about how work gets done.  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 Intranet leadership team
  • Learn why traditional 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 the Intranet project
Casino Night
May 17 @ 6:00 pm – 9:00 pm

Join the party at the nearby Famous Toastery for a night of fun and networking.

  • Heavy appetizers
  • Drinks
  • Casino night with play money
  • Raffle items and Silent auction
  • Feel free to bring a guest

Free event – all proceeds benefit Prison Fellowship Ministries

Plan Your Intranet – Day 2

Continental Breakfast, Coffee, and Networking
May 18 @ 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!

Case Study: Horry Telephone Cooperative
May 18 @ 8:30 am – 9:30 am

Learn first hand what it takes to work through cleansing outdated content, migrate and organize the content in a new environment and the strategy to keep it clean moving forward.

Kathy Harper
Senior Corporate Project Coordinator
Horry Telephone Cooperative

Building a Better Intranet Governance Plan
May 18 @ 9:45 am – 12:00 pm

Many Intranet projects launch successfully, but then quickly become just another document graveyard.  This session teaches you how to remain rigid enough to guide users but flexible enough to allow them design an intranet that meets their departmental needs.

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
  • How to form, and engage, an Intranet steering committee
Lunch – On Your Own but not Alone
May 18 @ 12:00 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.

Rate Your Intranet
May 18 @ 1:30 pm – 2:30 pm

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

In this session, you will walk through a process for rating Intranet 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 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.

Personas, Journey Maps and Processes in the Digital Workplace
May 18 @ 2:45 pm – 4:45 pm

One of the top reasons employees do not engage is a disconnection between their digital workplace experience, and overall productivity. Intranets and other technology 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 employee personas look like and how they will impact the digital workplace
  • Discover the starting point for persona definitions – and how to strategically expand from there
  • Align your Intranet home page experience to different personas
  • 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
Closing and Workshop Takeaways
May 18 @ 4:45 pm – 5:00 pm

As a group, attendees will be asked to share tips, tricks and takeaways from the workshop in this interactive wrap-up session.

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

Tricia Desso-Cox

Tricia Desso-Cox

Kathy Harper

Kathy Harper

Doug Allen

Doug Allen

Tricia Mercaldo

Tricia Mercaldo

Formerly with CREE

Past attendees have included

Purchase “Building a Better Intranet” Workshop Tickets

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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