Workshop Day

This year, if you choose, your EVOLUTIONS experience begins with Workshop Day and it is all about hands-on IBM Cognos Analytics education. These sessions feature progressive learning that builds from session-to-session focused on the topic of reports. From beginner to advanced, in each session you’ll walk away with new skills and by the end of the day, you’ll be a pro. Plus, you can receive PDU credits for participating in these sessions. Don’t miss this day!

REPORTING WORKSHOP DAY

8:30-6:00 | Registration & Check-In

9:00-4:00 | IBM Cognos Analytics | Athena Pang & Olivier Pringault, Changepoint

Is your reporting and analytics showing you the whole story? Learn how to transition to and maximize the value from the new IBM Cognos Analytics with Daptiv PPM in this series of one day workshops.

6:00 | Welcome Reception

Day 1

7:00-7:50  | Networking Breakfast

8:00-8:45 | CEO Welcome Address | Matt Scheuing, Changepoint Chief Executive Officer

9:00-9:45 | Product Roadmap: The future of Daptiv PPM | David Blumhorst, Changepoint

Want to hear about the exciting things coming up for Daptiv? Join the Daptiv product management team for insight into the market dynamics and understand how the product strategy and customer feedback inform the product roadmap.

10:00-10:45 | Johnson Controls Global Products: Journey to Product Portfolio Transparency  | Maribeth Achterberg, Johnson Controls

A classic people, process, technology and cultural change-management story; learn how Daptiv PPM enabled Johnson Controls to create a full view of the Engineering New Product Introduction portfolio. Come on the journey and learn about strategies, wins, and challenges to be overcome.

10:00-10:45 | The New BI Platform for Daptiv PPM | David Blumhorst, Changepoint

Want to hear about the exciting things offered with the new BI Platform and how you can be involved early? Come see how the new UI for report writing will make answering questions about your portfolio and resources easier and faster. We will show the work we have been doing to provide a direct connection to Daptiv PPM with Tableau and discuss the future for AI and how it will enrich your PPM experience. (This session is also offered on Wednesday, October 16 at 1:00)

11:00-11:45 | Keynote Session – Josh Linkner, Thought Leader, Entrepreneur & NY Times Best Selling Author

12:00-12:45 | Lunch

1:00-1:45 | Planning for Reality: Understanding Resource Capacity | Linda Grus, Clarios

Power Solutions, the world’s largest supplier of automotive batteries, uses Capacity Planning and reporting to effectively schedule and manage project needs AND optimize 260+ resources. By factoring in non-project work and budgeting for known ad hoc work, you can confidently plan your resources.

1:00-1:45 | Daptiv Connect Integrations | Chuck Mueller, Changepoint

Learn how to maximize the business value of Daptiv by integrating with other core business systems with Daptiv Connect.

2:00-2:45 | Carrier’s Single Source of Truth: Daptiv PPM | Keith Harwood & John Bortolussi, Carrier Corporation

Listen to and learn how Carrier’s Digital Technology group implemented the full suite of Daptiv PPM, with a laser focus on inputting the right level of detail. We will share keys to success and the value found in two (2) areas: Detailed Project Management and Timesheet Management. Both areas will demonstrate the types of data input, audit reports used to maintain high levels of data quality, and the reports designed to make informed decisions.

2:00-2:45 | Collaborating on the Daptiv Roadmap | Norvin Leach, Changepoint

Join the Daptiv product management team in this collaborative session and make your voice heard! Our customer’s input is invaluable. We listen and regularly incorporate customer feedback into our roadmap planning activities. In this session, we want to hear what is important to help your business improve and thrive. Provide feedback on our roadmap and learn how you can participate in shaping the future of Changepoint. (This session is also offered on Wednesday, October 16 at 11:00)

3:00-3:45 | Setting the Stage for Change: Resource Management in 90 Days | Todd Pappas, BCLC

What is one of the most sought after components of PPM, that many companies find very difficult to achieve? It’s Resource Management. Learn about BCLC’s unique approach to planning and rollout that enabled the successful implementation of Daptiv’s resource management module in under 90 days!

3:00-3:45 | How to make the most of Daptiv Value Assessment and PPM Maturity Assessment Services | Nicole Kungle, WEX Health & Kerry Good, Changepoint

Ever wonder if you’re taking full advantage of your Daptiv PPM solution? A Daptiv Value Assessment can help you ensure your business processes and Daptiv are aligned. With this service, a Daptiv Solution Architect conducts an objective assessment of your Daptiv environment based on your current business processes and provides recommendations and a plan of action. Or is your PMO struggling in Project Portfolio Management (PPM) and needs help? A PPM Maturity Assessment can provide insight to the state of your processes as they relate to PPM. We will partner with you to perform an evaluation and help you create a PPM Maturity Roadmap. Attend this session to learn more and hear customer success stories.

4:00-4:45 | Changepoint Customer Services – Our Vision for Ongoing Engagement to Make our Customer Successful | Paul Yaros, Changepoint

Hear about our ongoing transformation to make services more accessible and provide you with the support you need to drive transformative change with your Changepoint solution.

5:30 | Exclusive Evening – The Presbytere

The Presbytère’s two permanent exhibits tell two sides of the ongoing Louisiana story—one of celebration and one of resilience. Tapas, beverages, and great networking included. Learn more about The Presbytere >

Bonus: Receive PDU credits for participating in breakout sessions and workshops.

Day 2

7:00-7:45 | Networking Breakfast

8:00-8:45 | Climbing the ladder: How to Maximize Your Career Development with Your Changepoint Solution | Panel Moderators: Marc Zanet & Kathryn Perkins, Changepoint 

In this lively panel session, Changepoint customers discuss the methods, learning and expertise that has not only made them great at their jobs but also allowed them to grab that next rung on the career ladder.

9:00-9:45 | Making Work Visible Within the SAFe PMO | Jon Verson, Wi-Tronix, LLC

A key element of any SAFe transformation is transparency. To deliver on this transparency Wi-Tronix had to learn how to make work visible to the enterprise. From the portfolio to task boards, Daptiv has enabled Wi-Tronix to move from paper Kanban boards to large visible displays throughout the office.

9:00-9:45 | Three Ways to Use Resource & Capacity Planning for Better Decision Making | Janice Caler, Changepoint

Setting up your intake mechanism and resource inventory the right way is just half the battle. Using the data to evaluate supply and demand objectively and then schedule your resources appropriately is the other half. Attend this session for details on set up and valuable use cases.

10:00-10:45 | What to Expect When They’re Expecting | Clinton Pawlick, Precor

In this product agnostic session, Clinton will share the parallels between parenting and project management.  The elements of success for either endeavor are conspicuously hidden.  Trends dissipate.  Truth endures.  By embracing simplicity, elegance, and purpose, we can find genuine and wonderfully imperfect progress.

10:00-10:45 | Ditch the Clicks: 10 Shortcuts to Supporting Your Customers | Alyssa Marland Chmielewski, Changepoint

Administrators have a great responsibility to create seamless and efficient user experiences for our customers.  This session will cover the top ten ways to ditch the extra clicks in both administrator-only functionality and power-user business process support.

11:00-11:45 | Improving Competitive Advantage Through Resource Forecasting | Sarah Wagner, Texas Capital Bank

PMOs can create a competitive advantage by leveraging Daptiv to aggregate resource-capacity and demand-data that produces meaningful, executive-level dashboards and reports. Learn to forecast your organization’s ability to deliver value.

11:00-11:45 | Collaborating on the Daptiv Roadmap | Norvin Leach, Changepoint

Join the Daptiv product management team in this collaborative session and make your voice heard! Our customer’s input is invaluable. We listen and regularly incorporate customer feedback into our roadmap planning activities. In this session, we want to hear what is important to help your business improve and thrive. Provide feedback on our roadmap and learn how you can participate in shaping the future of Changepoint. (This is a repeat session from Day 1)

12:00-12:45 | Lunch

1:00-1:45 | The Adaptive Enterprise | Paul Cramer & Eric Bergman, Changepoint

Digital business is altering the PMO role, requiring that PPM leaders become more adaptive and impactful change-enablers. They must reinvent capabilities and adopt new processes to lead in what Gartner calls, the “ContinuousNext” era.

1:00-1:45 | The New BI Platform for Daptiv PPM | David Blumhorst, Changepoint

Want to hear about the exciting things offered with the new BI Platform and how you can be involved early? Come see how the new UI for report writing will make answering questions about your portfolio and resources easier and faster. We will show the work we have been doing to provide a direct connection to Daptiv PPM with Tableau and discuss the future for AI and how it will enrich your PPM experience. (This session is also offered on Tuesday, October 15 at 10:00)

2:00-2:45 | Workspace-level Dynamic Applications : Augment History Tracking and Enhance Reporting | Dave Dueland, ITA Group

With requirements to preserve historical data and to generate reports with highly custom details, ITA Group has leveraged workspace-level dynamic applications to do just that. Learn how to use DA’s to augment reporting across your enterprise and reduce the reliance on report by report custom coding.

2:00-2:45 | Knowledge Management: Gaining value from Lessons Learned | Andrew Roth, Benco Dental

In this product agnostic session hear how all too often, Lessons Learned is seen as a project close activity, and team members typically dread coming to a retrospective session when they are anxious to move on to a new project (or back to their typical jobs). Researchers have proved that knowledge sharing activities, which is a subset of knowledge management and includes lessons learned, yields improved employee efficiency and company performance; however, many organizations fail to have a formalized knowledge management strategy. This session will go through tactics on how to capture project knowledge effectively and leverage this knowledge to help improve the likelihood of success of future projects.

3:00-3:45 | Reports, DA’s and Dashboards, oh my! | Curtis Wampler, Fluor Corporation

Hear how Fluor Corporation has been able to maximize the value received from reporting, Daptiv Dynamic Applications and dashboards.

3:00-3:45 | Financial Management | David Blumhorst, Changepoint

Managing portfolio financials and tracking project cost can be a daunting endeavor. In this session you’ll hear about the leading practices in PPM financial management and how to utilize Daptiv PPM to provide a centralized system of record for financial governance and transparency.

4:00-4:45 | Locknote | Matt Scheuing, Changepoint Chief Executive Officer

Reflections on two days of learning, growing and evolving as a community.

4:45 | Closing Reception

Bonus: Receive PDU credits for participating in breakout sessions and workshops.

BUSINESS JUSTIFICATION

JUSTIFY YOUR PARTICIPATION

Your participation in Changepoint EVOLUTIONS supports not just your professional growth with your Daptiv or Changepoint solution, but also makes you a vital contributor to the success of your organization. Download the justification letter, make a few modifications, and submit it to your management for approval.

Changepoint EVOLUTIONS is our global customer conference featuring the Changepoint PSA, Daptiv PPM, and barometerIT solutions. This conference delivers product insights, best practices, and networking opportunities. Changepoint EVOLUTIONS empowers executives, management, and teams with new ways to collaborate, align investments, and gain visibility into business initiatives in today’s changing business landscape.

Questions? Email evolutions@changepoint.com