Tuesday, October 2
7:00-7:50 | Networking Breakfast
8:00-8:45 | CEO Welcome Address | Matt Scheuing, Changepoint, Chief Executive Officer
9:00-9:45 | Fixing the car whilst the engine’s running | Bart Guelinckx & Robert Powell, Dimension Data
Worldwide process change? Multiple languages, cultures and attitudes? Want to know what questions to ask yourselves, where Dimension Data found the biggest hurdles, what they should have done better? Learn what Dimension Data learned during their Changepoint implementation across Europe.
9:00-9:45 | Make the most of resource management | Derrick Ellingson, Changepoint
Want to learn how you can increase adoption and better leverage resource management in Changepoint? This session will provide a high-level overview, use cases and best practices so you’ll be ready for success.
10:00-10:45 | Resource Management – Take a deep breath and dive right in | Andrew Boon, Dimension Data
Resource Management and reporting appear to be complex to manage and difficult to implement, but by taking small steps it is possible to get real business benefits. Andrew will talk about why Dimension Data implemented Resource Management and how they went about it. He’ll share lessons learned and also look to the future and how they are planning to take advantage of the opportunity to utilize resources globally rather than just in-country.
10:00-10:45 | From manual to mobile – the future of PSA | Greg Davidson, Changepoint
It’s no secret that mobile is everywhere, literally. Attend this session to find out how to ensure you and your team can make the most of PSA on the go. Plus this session will include an interactive portion to collaborate on your mobile wish list.
11:00-11:45 | Keynote: Mel Robbins | Motivational Speaker and Author
12:00-12:45 | Lunch
1:00-1:45 | Looking forward: The future of Changepoint | Greg Davidson, Changepoint
Want to hear about the exciting things coming up for Changepoint? Join the Changepoint product management team for insight into the market dynamics and understand how the product strategy and customer feedback inform the product roadmap. Provide feedback on our roadmap and learn how you can participate in shaping the future of Changepoint.
2:00-2:45 | Learning the ROPEs©: Resources, Opportunities, Projects and Engagements – tying it all together | Frank Fenello and Stephen B. Lathrop, UHY
Back by popular demand–this was session was one of our highest rated from 2017! By more fully utilizing and integrating Resources, Opportunities, Projects, and Engagements, you can leverage the power of Changepoint to enhance resource planning, profitability assessments, scenario analyses and much more. In this presentation, you will learn the ROPEs© of tying together your data from basic sales cycle information to the usage of project budgets and performance metrics to ensure compliance with system usage. Tying together your data with the functionality of Changepoint will help you to better manage your projects, customers, people, and business.
2:00-2:45 | Financial reporting: Best practices and powerful tips | Craig Randell, Changepoint
Understand and implement strategies for optimizing financial reporting capabilities using the comprehensive Financial Analysis Summary data tables and dashboard capabilities. Master best practices for simplifying, streamlining and automating financial reporting.
3:00-3:45 | Taking the leap: How to update Changepoint the right way | Kan Yan, Innovapost
Upgrading to the latest version Changepoint can be daunting, especially when you’re several versions behind. Attend this session to learn the technical details of how Innovapost not only managed this upgrade, but did so along with infrastructure updates, numerous customizations and process overhauls. Learn the technical nuances of how to upgrade right and what successes you could see once you’ve done it.
3:00-3:45 | Manage, track and control: Do it all with Changepoint | Derrick Ellingson, Changepoint
Want to manage, track and control your projects in one central location? All your data in one place means greater efficiency, visibility and easier reporting. Learn how to utilize Changepoint to be your central hub for all project planning, tracking and reporting and start realizing all the benefits of next level project management.
4:00-4:45 | Changepoint customer services – your resource for product care/support, enablement/advice and success/growth | Paul Yaros, Changepoint Chief Customer Officer
What’s ahead for customer services at Changepoint? Hear about our 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 – Museum of the American Revolution
Explore the ideas, events, and legacies of America’s revolutionary beginnings at this exclusive, interactive event at the Museum of the American Revolution. Tapas, beverages, and great networking included. Learn more about the Museum of the American Revolution >
Bonus: Receive PDU credits for participating in breakout sessions and workshops.
Wednesday, October 3
7:00-7:45 | Networking Breakfast
8:00-8:45 | Fireside Chat Customer Panel Discussion | Marc Zanet, Changepoint
9:00-9:45 | End-to-end PSA for improved practice, performance and profitability | Vincent Mignona, Navigate
How do you make your consulting teams more productive by taking time and cost out of the process? Take full advantage of your PSA system. Using opportunity tracking and resource planing means you can manage your budget down to the task level. Hear as Navigate shares how their end-to-end process makes everything work from creating estimates based on historical data to ensuring profitability throughout the project lifecycle.
9:00-9:45 | Maximizing the value of intelligent forms | Craig Randell, Changepoint
Intelligent forms allow you to create process efficiency through automation. This session will show you can create intelligent forms that create better end user engagement, more efficient processes around everything from financial management to creation of statements of work.
10:00-10:45 | Collaborating on the Changepoint roadmap | Greg Davidson, Changepoint
Get your thinking cap on and get ready to collaborate on the future of Changepoint. In this active interactive session you’ll be asked to contribute your ideas to the roadmap. Max participants – 50, so get there early!
10:00-10:45 | Introducing SMART: integration of Changepoint at ALTEN | Eric Lelievre, ALTEN
It is often said that the more standard and less integrated a professional software is, the better. Attend this session and understand why ALTEN did the exact opposite when integrating Changepoint.
11:00-11:45 | Best practices in time tracking and exception reporting with Cognos in Changepoint | Ravi Natarajan, SAS Canada
Learn how building expertise in Cognos helps an organization drive its agenda with Changepoint. As businesses evolve, revenue management also needs to follow. Every billable hour that is approved must be billed to the client and exception tracking ensures that you maximize your investment in Changepoint.
11:00-11:45 | Extraordinary business value ahead: The Changepoint upgrade | Craig Randell, Changepoint
Why you should upgrade to 2017 SP2? If you haven’t upgraded, you’re missing out on the latest and greatest capabilities. Upgrading isn’t as hard as you think. Attend this session to learn what you can expect when you upgrade and why you shouldn’t wait!
1:00-1:45 | Discussing change management with Changepoint partners | Mike Spaccone, Changepoint
Join us for a panel discussion featuring those who work on the front lines of change. Our partners help companies navigate and implement major projects and have seen it all. Hear from them about best practices and tips and tricks to making your next big initiative a success.
1:00-1:45 | Tackling digital disruption with barometerIT | Paul Cramer, Changepoint
Is your IT organization feeling the pain of digital transformation? Application rationalization, M&A, cloud migration, and ServiceNow proliferation can cause enormous amounts of organizational pain. Find out how barometerIT can help deliver transparency to help scope projects accurately, create roadmaps, and assess impacts to help accelerate your digital transformation initiatives.
2:00-2:45 | Bringing it all together – how Changepoint became the central hub | Jeff Volkert, OneNeck
Everybody knows using different tools and processes across divisions and tasks is not efficient. But knowing and changing are two different things. OneNeck consolidated eight versions of Changepoint, integrated Microsoft Dynamics CRM, Microsoft Dynamics AX (billing system) and SAP Concur to make Changepoint the hub of activity. Find out how they are now tracking, invoicing and managing their business like never before.
2:00-2:45 | Get the help you need with Changepoint Subscription Services | Nadine Leggett and Chuck Mueller, Changepoint
From report building to upgrade management, the life of a product admin can be overwhelming. Changepoint Subscription Services can help ease the load and allow you to get back to doing what you do best. Attend this session to learn more about what’s available and hear customer success stories.
3:00-3:45 | Using integration to manage enterprise complexity | Tom Nally, Jack Henry & Assoc.
See how one enterprise has been using user perspective to optimize their Changepoint investment. This presentation will demonstrate how finding a focus on the user context has helped them innovate and solve business challenges to drive system adoption in a complex enterprise environment.
3:00-3:45 | How to make the most of the Changepoint Value Assessment Service | Terrie Ginn & Derrick Ellingson, Changepoint
Ever wonder if you’re taking full advantage of your Changepoint product? A Changepoint Value Assessment can help you ensure your business processes and Changepoint are aligned. With this service, a Changepoint Solution Architect conducts an objective assessment and provides recommendations and a plan of action. Attend this session to learn more and hear customer success stories.
4:00-4:45 | Locknote | Matt Scheuing, Changepoint Chief Executive Officer
Reflections on two days of learning, growing and evolving as a community. Matt will share his key takeaways and set the stage for the final day of workshops.
Bonus: Receive PDU credits for participating in breakout sessions and workshops.
Thursday, October 4
Day three of EVOLUTIONS is all about hands-on 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!
8:00-9:30 | Change Management in action | Marc Zanet, Changepoint
Change is never easy, but it is manageable when approached with proper communication and organization. Learn how to effectively and efficiently communicate with Project Stakeholders and make any project a long-term success. You will walk away from this presentation with a better understanding of what drives a Stakeholder’s actions and decisions, and how to proactively handle expectations and working together.
10:00-11:00 | Fundamental reporting with Changepoint | Craig Randell
Learn how to leverage Changepoint reporting to better monitor projects and give your team the data they need. During this interactive session, you will learn how to build a data query, create a project list, format data elements, summarize data and more. By the end of this class, you will be able to comfortably build basic Cognos Reports.
11:00-12:00 | Exploring advanced data queries and concepts | Craig Randell
Now that you have the reporting fundamentals under your belt, take a deeper dive into Changepoint data capabilities. During this hands-on session, you will learn about Joins, Unions and SQL, how to create calculated fields and implement conditional formatting. Learn how to get the data you need to make sound decisions for your projects.
12:00-12:45 | Lunch
1:00-2:00 | Advanced data exploration: applying reporting filters | Craig Randell
Data can be a powerful tool for any project, when used correctly. This session focuses on building a data query, and adding both hardcoded and prompt filters to ensure you are getting the most out of your reporting data. Participants in this session must be able to build basic reports in Cognos Report Studio.
2:00-3:00 | Utilizing active reports in Changepoint | Craig Randell
Take your reporting expertise to the next level! Now that you have the basics under your belt, explore the more robust reporting Changepoint has to offer. This interactive session includes walking through Active Report Concepts, building a data selection and building a data deck. Return home with the skills your team needs to make each project a success. Participants in this session must be able to build basic reports in Cognos Report Studio.
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 firstname.lastname@example.org