Tuesday 11:30 AM - 12:30 PM — Developing and Executing on a Successful Partner Enablement Framework
Tuesday 11:30 AM - 12:30 PM — Executive Panel on Education Services: Key Challenges and Responses
Tuesday 11:30 AM - 12:30 PM — Go-Live: Support Helping Services Reduce Time to Value
Tuesday 11:30 AM - 12:30 PM — PS Speed Networking
Tuesday 12:50 PM - 1:30 PM — Accelerating IT Transformation – A Case Study of Commercial BSS Roadmap
Tuesday 12:50 PM - 1:30 PM — Innovate with Emerging Business Models in Enterprise Software Support
Tuesday 1:40 PM - 2:20 PM — The Next Generation of Customer Support
Tuesday 2:30 PM - 3:30 PM — A Process for Relationships, Repeatability and Revenue
Tuesday 2:30 PM - 3:30 PM — Professional Development: Selling Your Ideas
Tuesday 2:30 PM - 3:30 PM — Services Marketing: It’s Not a Role of the Dice
Tuesday 2:30 PM - 3:30 PM — The PS Hot Seat: Driving Services Sales
Tuesday 2:30 PM - 3:30 PM — What Happens with Customers, Stays with Customers
Tuesday 4:30 PM - 5:30 PM — Aligning with Your Customer
Tuesday 4:30 PM - 5:30 PM — Emerging Best Practices in PS Customer Satisfaction Measurement
Tuesday 4:30 PM - 5:30 PM — Women in Services: Profiles of Success
Wednesday 8:30 AM - 9:30 AM — P&L or Enabler: Making the Case for Education Services
Wednesday 9:45 AM - 10:45 AM — 8 Golden Rules of Consulting
Wednesday 9:45 AM - 10:45 AM — Growing Education Services Revenues in a Down Economy
Wednesday 11:00 AM - 12:00 PM — Comprehensive Update of the TPSA Benchmark Survey and Database
Wednesday 11:00 AM - 12:00 PM — Driving Services Innovation Upstream
Wednesday 11:00 AM - 12:00 PM — Extending Your Radar through Social Measurement
Wednesday 11:00 AM - 12:00 PM — Improving Customer Sat With Your Partners
Wednesday 11:00 AM - 12:00 PM — VMware Jumpstarts: A Case Study on Highly Leveraged Services
Tuesday 11:30 AM - 12:30 PMLocation: Montego D
- What an enablement framework is
- How to identify partners
- How to execute on an enablement strategy
Why You Need to Attend This Session:
Even with the strain on the economy, companies are still spending money on services. However, companies are looking for a high level of quality and improved ROI for their spend. This session focuses on building a partner enablement program to drive the best possible customer experience. This enablement framework ensures customers receive a top-notch, professional experience that justifies their initial spend and leads to additional solutions opportunities.
Presentation Abstract:
This presentation will focus on the Symantec Consulting Partner program's enablement model. Attendees will get an overview of the program's inception (from objective determination, target partner base, and design), details on its launch, and lessons learned. Additionally, time will be spent exploring the tools, systems, content areas, and executive sponsorship required for supporting a successful partner enablement program.
About Doland White:
With more than 20 years of consulting and senior management experience, Doland White is the director for Global Consulting Partner programs for Symantec. Doland developed and launched the Symantec Consulting Partner program for the company in July 2008. Working in partnership with Heath Ramsey, Doland executed on a program called the Consultant Enablement Lifecycle that ensures consultants have access to the necessary training, tools, and resources to deliver high-quality, consistent engagements.
About Heath Ramsey:
Heath Ramsey is the director for Partner Consultant Enablement for Symantec Consulting. Heath has created and instituted a program called the Consultant Enablement Lifecycle that ensures consultants have access to the necessary training, tools, and resources to deliver high-quality, consistent engagements. This Consultant Enablement Lifecycle and associated Clear Path to Learning have been built upon 15 years of hands-on consulting delivery and project management experience. Knowing what the needs are from the field is critically important to building a program that can support customer satisfaction initiatives in the consulting space.


Tuesday 11:30 AM - 12:30 PMLocation: Montego E
- About the key challenges facing Education Services executives today
- What steps Education Services executives are taking to confront these challenges
- How you can apply the lessons of Education Services from peer organization to your context and situation
Why You Need to Attend This Session:
This panel discussion presents attendees with a unique opportunity to hear from and interact with education services executives who are successfully navigating the challenges of the current economic climate. This session also will provide a preview of the additional sessions on this, TSW’s first, Education Services track. These sessions are targeted at helping those responsible for education services understand optimal business models and revenue growth strategies.
Presentation Abstract:
What are the most common challenges facing education services managers and executives today? What are the responses that have been the most effective in confronting these challenges? This panel discussion, involving a collection of education services executives from several prominent technology companies, will address these questions. The panel also serves as the kick-off session for the education services track that is taking place at TSW for the first time ever.
About Bo Di Muccio, PhD:
Bo Di Muccio is responsible for developing and delivering research and advisory programs that are focused on helping executives build and optimize professional services in many of the world's leading technology companies. He has nearly 10 years of experience in technology industry research, analysis, and consulting, including experience in hardware, software, and services. Prior to TPSA, he was the program manager for consulting services research at International Data Corporation (IDC), had a lengthy tenure at Deloitte Consulting, where he worked in the areas of services strategy and marketing, market research, competitive intelligence, and client service, and held market research roles at AltaVista Company and Compaq Computer Corporation. Bo earned his master’s and doctoral degrees in international political economy from the School of International Relations at the University of Southern California and was a tenure-track faculty member of the University of Florida’s Department of Political Science.
About Roslyn Jones:
Roslyn Jones is vice president of Global Education Services at Informatica Corporation where she is responsible for global strategy, sales, development and delivery solutions for Informatica customers and partners. She has more than 25 years in the Education Industry and is extremely passionate about all aspects of education and training. She has worked for Apple Computer, Amdahl Corporation, VERITAS Software, Salesforce.com and has hardware and software experience and background. She has played a key role in all aspects of education and started from the bottom up (instructor, course developer, sales manager, Regional Manager, and Director and VP).
About Linda Moss:
Linda Moss is vice president of worldwide education services at BMC Software, Inc., where she is responsible for the strategy, selling, development, and delivery of solutions training for BMC customers. Moss has over 20 years of extensive training and development experience in the global IT industry. She has worked at a number of software companies, most recently Brocade Communications Systems, Inc., growing Brocade’s education business 300%. Prior to these positions in the U.S., Moss operated a successful training and management consultancy in Europe for 10 years, providing training at companies such as Deutsche Bank, KPMG, Black and Decker, and the U.S. Federal Government in Europe. Moss holds a BA in English from The University of Gloucester, England, an MBA with a specialization in managerial leadership from City University, and a PhD in gendered learning from The University of Kent, Canterbury, England.
About Shelley A. Olson:
As vice president of Education Services, Shelley Olson, oversees Symantec’s customer, employee and partner education organizations. She leads a team of security, storage and availability product training experts to maximize customer’s value from Symantec products, as well as build and manage resilient infrastructure. Shelley brings over 13 years of industry experience, and a very strong global background in IT education, certification, field training, and curriculum development. Shelley joined Symantec through the company’s merger with VERITAS software. At VERITAS, she was a senior director of America’s Education. Shelley joined VERITAS from PeopleSoft Inc., where she was vice president of PeopleSoft University, providing worldwide education to customers, partners and employees. During her 6 year career, she drove a $125M P&L and managed over 225 employees worldwide. Shelley has been featured in the Wall Street Journal, eLearning and Certification magazines for her thought leadership in technical education. Shelley holds a Master of Business Administration from Golden Gate University, and a bachelor’s degree in finance and economics from Central Washington University.
About Eric Berglund:
Eric Berglund is one of the three directors of the Worldwide Education team at VMware. Worldwide Education is responsible for technical and sales training of VMware customers, partners, and employees. Eric has been a VMware employee for six years, spending much of that time growing the VMware P&L from a team of 7 to a team of 150+ FTEs, and growing its direct-delivered revenue from $1M per quarter to $12M. His current responsibilities include management of the 1000+ lab servers used to deliver VMware hands-on training, the in-house Learning Management and Certification data systems, and VMware’s technical certifications. Prior to VMware, Eric held a series of IT management and consulting positions, including management roles at Netcentives, WebTV, and Synopsys. He holds a Master’s degree in Computer Science from Michigan State University.

Tuesday 11:30 AM - 12:30 PMLocation: St. Thomas A
- How to reduce time to value through teamwork and visibility
- How to enable focused transition strategies and issue management to ensure timely execution
- How to proactively monitor and execute for successful implementations
Why You Need to Attend This Session:
Is reducing time to value important to you in today’s “lean IT” conditions? If the answer is yes, come see how CA helps its customers achieve this objective using “Go-Live with CA.” This session will explain how CA ensures timely execution and enables a seamless transition to production followed by proactive monitoring and, ultimately, success.
Presentation Abstract:
In our current economy, customers are looking to maximize their dollars and ensure that when they do spend, they spend wisely and get a quick return on their investment. To meet this challenge, companies need to be agile in the delivery of their implementation projects and get customers into production quickly, efficiently, and successfully. Support can play a key role in helping achieve this by working with our services and partners teams. Using the “Go-Live with CA” program example, learn how support and services/partners can work together to ensure timely execution of implementation projects and enable seamless transitions into production for customers. Learn how proactive monitoring of key stages throughout the implementation life cycle ensures that deliverables are met and projects are on time. Finally, find out how lessons learned are applied to continually deliver excellent value to customers.
About Stephanie Dumbrill:
Stephanie Dumbrill joined CA in August 2005 and is currently the senior director responsible for implementation support programs. Since joining the company, Stephanie has been responsible for driving delivery, process, and business transformation programs. In her current position, she is responsible for the joint programs between CA services and partners and CA support that ensure successful implementations of CA products and prepare CA customers with the skills and tools they need to make them successful when they move into production. Stephanie has over 18 years of experience in the software industry, including services, marketing, product management and support. Stephanie has held a number of leadership roles, most recently with Niku Corporation, in the areas of product management, customer relationship management, marketing, and support.


Tuesday 11:30 AM - 12:30 PMLocation: Antigua A
- How to automate your services organization, incorporating the experience of PRTM, a global operational strategy consulting firm
- Benefits of an integrated PSA solution
- Services management tips from an operational strategy consultant to the Global 2000
Why You Need to Attend This Session:
Looking for a PSA system to automate your services business or simply want to learn how to operate your services group more efficiently? PRTM is a global management consulting firm that advises Fortune 500 and Global 2000 companies, including leading services companies. Hear straight from the source how they successfully implemented OpenAir’s PSA solution at PRTM and what they learned in the process to help streamline their own internal operations. This session is for those who are looking for the latest in operations science as it is applied to the services world today.
Abstract coming soon!
About Eric Finch:
Eric Finch is a PRTM partner based in Silicon Valley where he leads PRTM’s Software Industry Practice. He has over 20 years experience helping clients achieve breakthrough results from internal operations. His functional experience includes product development, product marketing, customer service and support, and information technology. He also serves as Global CIO, managing PRTM’s internal IT strategy and resources. Prior to joining PRTM, he held senior positions in R&D at Gensym Corporation, a successful software startup where he was responsible for all aspects of product development, launch, and support. Eric has a BS in Chemical Engineering from the University of California, Davis; earned a Ph.D. studying artificial intelligence at MIT; and received his MBA from the Fuqua School at Duke University.
About Morris Panner:
Since 2001, Morris Panner has been CEO of OpenAir, a global provider of SaaS project workflow solutions. OpenAir has been named a Fastest Growing Private Company in New England, a Deloitte & Touche Fast 500 Company, a Finalist for the SIIA CODiE awards, and a Top 25 Global Service Provider by ASP News. Prior to OpenAir, Morris was a Federal prosecutor and spent a year fighting narco-terrorism at the U.S. Embassy in Bogotá, Colombia. Morris is co-chair of the Board of the Software Division of the SIIA and has been featured in The New York Times, Forbes, and Fast Company.

Tuesday 11:30 AM - 12:30 PMLocation: Montego A
- What challenges your peers are facing in their PS organizations
- Which one of your industry peers can potentially help you
- As many new names as possible!
Why You Need to Attend This Session:
This is a unique opportunity to rapidly meet many of your industry peers and quickly understand who has similar challenges and who has prior experience with challenges you are facing.
Presentation Abstract:
Our PS speed networking sessions work like "speed dating," but for making professional connections. You’ll make fast first contacts with conference participants to discover colleagues who have experience with problems you are trying to solve. Session attendees will talk with each other for six minutes and then rotate. During each six-minute session, the two attendees will exchange a PS problem they have and will determine if the other person has experience with that problem. At the end of the session, the moderator will reward the attendee who had the most "experience matches." That winner will receive a gift certificate and honorable mention at the awards banquet. Come to this session armed with a list of your current challenges—tightly summarized.
About Thomas Lah:
Since 1996, Thomas Lah has helped a broad range of companies establish or improve their professional services organizations. Prior to TPSA, he was founder and principal of Thomas Lah, Ltd., during which time he became recognized worldwide for his incisive analysis, strategic thinking, and creative solutions. Thomas' recent books include Mastering Professional Services and Building Professional Services: The Sirens' Song, which has been adopted by technology companies throughout the world, including China's Lenovo, which acquired IBM's PC business in early 2005. In 2004, Thomas was invited to Zhejiang University in China to lecture on the topic of building professional services. In his earlier career, he was director of solutions engineering at Silicon Graphics. Thomas received an undergraduate degree in information systems and holds an MBA from the Fisher College of Business at The Ohio State University.
Tuesday 11:30 AM - 12:30 PMLocation: Montego B
- Lessons learned in the transformation from technology services vendor to strategic partner
- The process, resources, and tools that facilitate the process
- How to embrace social networking as part of your strategy
Why You Need to Attend This Session:
In this session you’ll learn how to survive in today's changing economic climate, including what manufacturing companies are doing to capitalize on the downturn, how to convert from a commodity supplier to a trusted advisor, and how companies need to reposition their service offerings. You’ll also discover how to own the customer user experience and how you can provide greater value to your customers.
Presentation Abstract:
With complex and high-tech products commoditizing, technology service providers today need to develop better differentiation and develop long-term partnerships with their customers. How did Oracle Consulting develop the strategic initiative and validate the vision that is aligned with its loyal customer base? This session will provide an overview of the initiative and the extensive plan to incorporate the right people, process changes, and tools to achieve the internal transformation. It also will share some of the lessons learned in building customer interactions with the newest phenomenon in social networking and loyalty management strategies.
About Jennifer Chang:
Jennifer Chang is a veteran in the software technology industry with more than 12 years of experience in management consulting, product management, and product marketing. Her professional background includes CRM management consulting with Deloitte Consulting, hosting solution development with Corio, procurement and invoicing product management and marketing with Ariba, and now marketing strategy and programs with Oracle responsible for NA Consulting marketing activities. Her interest lies in how to best create market differentiation with new product introduction and customer-centric marketing. Chang has a BA from UC Berkeley in psychology and a minor in business as well and as an MBA from the Johnson Graduate Management School at Cornell University.
About Stephen Slade:
Stephen Slade is senior director, supply chain management marketing, at Oracle. He is responsible for the product messaging and marketing direction of Oracle’s asset life cycle management, service, and manufacturing products. Slade has spent 25 years working in logistics, service, operations, and program management. Prior to Oracle, he held senior marketing and sales positions at Siebel and was vice president of global account management at RTS/Viryanet Software. Slade was also director of field service at Siemens-Oce USA, vice president of operations at Cordura, and operations manager at ITT Avionics Industries. He has extensive experience working with firms engaged in Lean, Six Sigma, ISO 9000, CRM programs, and quality compliance initiatives. Slade received an MBA and a BS in mechanical engineering from Farleigh Dickinson University. He also completed his doctoral studies from New York’s Pace University in the fields of finance and international business.


Tuesday 12:50 PM - 1:30 PMLocation: Expo Theater 1
- How to leverage system agnostic industry best practices in practical terms as applied to a service provider’s IT roadmap
- How to use system agnostic industry best practice use cases as a basis for validating requirements and designing business architecture
- How to harness generic business process definitions as a means to design a service oriented architecture
Why You Need to Attend This Session:
By attending this session, you will understand how use cases from previous projects can be abstracted into generic best practice knowledge libraries. Further, you will also see how leveraging such knowledge libraries can significantly accelerate architecture and design for a transformation project. This session also demonstrates an approach to designing a service oriented architecture by mapping business processes to system capabilities that support them.
Presentation Abstract:
This case study demonstrates the value of Knowledge Libraries in reducing the time to market for IT Transformation. Through a real life example, we show how critical architectural decisions can be made quickly, and consensus achieved with business stakeholders while key technology decisions are still outstanding. The case study also demonstrates the use of a set of system agnostic industry best practice use cases and process definitions to create a foundation for a service oriented architecture. This capability based business architecture enabled validating of business requirements and providing a basis for selecting and finalizing the application architecture where there were gaps, while at the same time enabling design to progress in other areas.
About Uday Bhaskar Nandivada:
Mr. Nandivada is an enterprise architect with over 23 years of experience in implementing complex enterprise level solutions for a wide range of industries and business models around the globe for customers including AT&T, Sprint, Comcast, DIRECTV, Telstra, Sprint, FarEastern, etc. He is currently the Global Technology Solutions Lead with Amdocs Consulting. Prior to joining Amdocs, he was a Senior Manager with Capgemini Inc., where he successfully led the implementation of several complex OSS/BSS Integration projects for more than 10 major service providers. Earlier, he was a solution architect for AT&T’s Texas Local Factory.
About Frank Palase:
Frank A. Palase has been with DIRECTV for 13 years. Mr. Palase is currently the vice president of Strategy and Innovation. He has responsibility for strategic planning and working with key executives in order to develop roadmaps that will be executed by the IT organization. He is also responsible for Enterprise Design and Architecture. Mr. Palase also has responsibility for Innovation for the IT department and researches new ways to improve efficiencies and increase revenue opportunities by using new and existing IT assets. He also runs IT security and is the CISO for DIRECTV. During his career at DIRECTV he has held positions in both development and operations at DIRECTV. Prior to joining DIRECTV, Mr. Palase was a consultant at Digital Equipment Corporation for five years. As a consultant, Frank developed and designed infrastructure and application integration models for the real time space. Mr. Palase also served in the United States Air Force for five years. He worked in the area of operational test at Edwards AFB. Mr. Palase holds a law degree from Southwestern University School of Law and received his undergraduate degree in electrical engineering from Polytechnic Institute of New York.


Tuesday 12:50 PM - 1:30 PMLocation: Expo Theater 2
- How to choose the business model that suits your support services and realigns focus
- The right sourcing strategy for enterprise software support―your model for customer success
- How to build a predictive, sustainable, and consistent operational model for gaining efficiency and effectiveness
Why You Need to Attend This Session:
Discover the success mantra of the world’s leading enterprise software companies with KPIT Cummins’ test-proven support services. Our value-added business models help you achieve more for less.
Presentation Abstract:
We all have witnessed the catastrophic effects of global economic turmoil across industries. The upside is that it has compelled organizations to turn leaner for the better. The constant decline in the IT spending of customers is posing a serious threat for enterprise software companies who bank on maintenance revenues as their strategy for sustainability. Here again, they are pressurized by the high cost of operations constantly eroding their margins. The emergence of innovative business models in such a scenario comes as a sigh of relief. However, the effectiveness of these models is still a question for many. KPIT Cummins invites you to explore the various business models and their transformational benefits while building a superior customer experience. Specific examples will exhibit the right strategy of adoption for each model, the key success factors, and the modus operandi, thereby attaining business agility.
About Pawan Sharma:
Pawan sits on the Executive Management Panel of KPIT Cummins and leads businesses at GBS (Global Business Solutions) and DFS (Diversified Financial Services). A “thought leader in enterprise software support,” Pawan has established multiple global support centers for technology leaders and helped them surpass customer expectations. Pawan has over 19 years of experience, working with companies including HP, IBM, HCL, and KPIT with a passion to “wow” his customers’ customer through operational excellence. Pawan has been a member on the Standard Boards of JD Powers and the Service & Support Professionals Association (SSPA) certification program. He is on the board of the Strategic Outsourcing SIG of PMI in the United States. He is also the CEO and president of PMI North India Chapter.


Tuesday 1:40 PM - 2:20 PMLocation: Expo Theater 1
Presentation Abstract:
Customer support has entered the next generation with customer needs increasing due to the more advanced and mobile technologies available. Customer support operations face a tough mission – to support new consumer technologies while securing and optimizing their support operations as consumer demand continually increases.
Join Bomgar, the leader in next-generation enterprise remote support solutions, and PlumChoice, the leader in next-generation online customer support, at the Technology Services World Expo Theater #1 Tuesday Oct 20th @ 1:40PM-2:20PM for an exploratory voyage into the new frontier of customer support.
Learn strategies for:
- Controlling customer support costs
- Maximizing security in supporting mobile customers
- Optimizing processes and staff in the face of new technologies
- Supporting multiple OS & different devices
May your business live long and prosper well into the next generation.
Jeff Johnson joined Bomgar in 2005 and brings over a decade of experience in technology sales and partnership development. Johnson is chartered with leading the company's new customer relations group in support establishing relationships with the over 5,000 companies in Bomgar’s commercial and enterprise customer base. Prior, Johnson held executive positions within Diversified Technology, where he was responsible for managing relationships within the federal, telecommunications and gaming markets. He holds a bachelor of business administration in marketing from the University of Mississippi.
Joe Rappa joined PlumChoice in April of 2009 and brings over 25 years of experience in technology sales and engineering. Joe is a leader in the sales organization and directs the strategy for partnerships within the Telco, Retail, and OEM sectors. Prior to joining PlumChoice, Joe has held executive positions within IBM and Sun Microsystems, where he was responsible for driving growth in the Financial Industry. He holds a Masters in Business and Policy Studies from the State University of New York.


Tuesday 1:40 PM - 2:20 PMLocation: Expo Theater 2
- Best practices for integrating intelligent search-based applications into their customer service environment, including strategies to ensure broad adoption of the technology by both customers and call center personnel
- Which KPIs are most supported by intelligent, enterprise search- based customer service solutions and how to measure their effectiveness
- Strategies for leveraging enterprise search technologies to increase customer community participation and encourage cross-customer issue resolution as customers begin to rely on experts in the community to provide direction and information critical to the success of their solutions
Presentation Abstract:
Knowledge access technologies enable greater levels of self service for technology customers, even when dealing with complex solutions and large implementations; such technologies also enable higher levels of contact center efficiencies, including higher rates of first call resolution and shorter overall call duration. Both results increase levels of customer satisfaction and trust, which in turn lead to increased up-sells and cross-sells, as customers understand their provider’s commitment to ensuring success with its products and services. At the same time, intelligent search solutions enable the convergence of disparate knowledge management systems, product information repositories, customer service solutions, email and desktop content, through unified access via a single, faceted search interface. This session will trace the evolution of a leading technology provider’s use of enterprise search from a single departmental implementation to supporting all call center and extranet content, and present Key Performance Indicators which will help participants to develop their own business cases to support such implementations.
About Louis Tetu:
Louis Tetu is the Executive Chairman of Coveo, a leading provider of advanced enterprise search technology and information access solutions. By enabling real-time access to relevant business information, Coveo search solutions optimize business processes for customer service, information publishing, ecommerce, collaboration, investigations and litigation support. Prior to Coveo, Mr. Tetu co-founded Taleo Corporation, the leading international provider of on-demand Internet software for talent and human capital management, where he held the position of Chief Executive Officer and Chairman of the Board of Directors from the company’s inception in 1999 through 2007. In 2006, he received the Ernst & Young Entrepreneur of The Year award in the Technology and Communication category.

Tuesday 2:30 PM - 3:30 PMLocation: St. Thomas B
- How a balanced and used process for development and deployment of service solutions enables better predictability in quality, execution and ROI
- How a process for discovering and harvesting some of the work completed for one customer can grow to repeatable solutions and reduce cost and time
- How engaging cross-functional teams to develop and validate the service concept leads to a more robust, globally accepted offering that is ready to be sold
Why You Need to Attend This Session:
For services strategist and marketers who aspire to create innovative offerings with a small investment, Genesys will host an interactive discussion on how to drive repeatable, revenue-generating services that align with product, solution, and go-to-market strategies.
Presentation Abstract:
Demonstrating business value from a services group doesn’t need to come after a deployment has been successful. By empowering a small team to develop a services portfolio and lifecycle process that intimately link the service, product, and marketing teams – business value is provided before the first customer meeting. With this, driving a service portfolio with repeatable offerings and solutions to market provides predictability, higher utilization and ultimately healthier margins. We will discuss the process we have developed and the success that Genesys has embarked on with this new initiative.
About Jodie Paxton:
Jodie Paxton is the director of Services Business Planning at Genesys and is focused on driving service offerings and assets to market that are aligned with corporate and product strategies. Prior to joining Genesys, Ms. Paxton held several positions within the technical support and professional services product marketing groups at Sun Microsystems and other start up ventures.


Tuesday 2:30 PM - 3:30 PMLocation: Antigua A
- How an SMB product company can deliver world-class technical support for enterprise-class products under tight budgets
- The right ingredients for enhancing quality of support
- How to deliver support 2.0
Why You Need to Attend This Session:
This case study debunks the myth that world-class partnered technical support is only for large companies with hundreds of customers. Mirapoint will talk about how they have successfully debunked this myth and leveraged MindTree’s framework in cost-effectively supporting their customers without sacrificing their core activity of developing innovative solutions.
Presentation Abstract:
Building and growing a competent technical support team for complex products in the face of an ever-growing customer base is a daunting task for any product company―more so for SMBs. At the same time, handing off customer-facing activities to a partner is a difficult decision fraught with significant risks. A few questions SMBs battle with are:
- Does the partner understand and have the capability to support my savvy customers who are using technically complex products?
- Can the partner help transform the technical support function with the latest trends, such as collapsing layers of support and adoption of Web 2.0 technologies?
- Can the partner help the SMB through the journey of support maturity levels of Reactive -> Organized -> Demand Reduction -> Value Added Support?
Can an SMB achieve this support nirvana by retaining focus on its core business and on a shoe-string budget? Most of the SMBs do not think about these questions, as they feel they do not need and/or cannot afford a full-time tech support arm. Engaging a partner is not an easy choice for an SMB, as the partner always wants volume business to provide affordable services. This is not true anymore. Tech support is not just for large companies. This case study debunks the myth that world-class partnered technical support is only for large companies with hundreds of customers, large budgets, and high call volumes. In fact, it is often more productive for SMBs to look at partners to offload their support requirements. Mirapoint will talk about how they have successfully debunked this myth and leveraged MindTree’s framework to cost effectively support their customers without sacrificing their core activity of developing innovative solutions.
Vanessa has 23 years of experience in leading global support organizations at technology companies. She had built and managed highly competent support teams spreading across multiple time zones serving technologically savvy end customers. She has extensive experience in leveraging partners in delivering high-quality support services. Prior to Mirapoint, Vanessa was the director of sustaining engineering at Attachmate Corporation, and prior to that she was the director of sustaining engineering at The Wollongong Group. Vanessa has a degree in computer science from Kingston University, UK.
Srinivas has 20 years experience in the IT industry and currently heads the technical support practice at MindTree. He started his career as a design and manufacturing consultant for CAD/CAM. With core expertise in Unix system administration, he supported fault-tolerant HP NonStop-UX systems and Mirapoint’s enterprise secure messaging appliance servers. He led teams that developed test suites for fault-tolerant features of NonStop-UX. In his current role he is responsible for technical support service delivery excellence, building world-class support teams, technology learning initiatives, and customer relationship management. Srinivas has a master’s degree in machine dynamics and robotics from the Indian Institute of Technology, Kharagpur.


Tuesday 2:30 PM - 3:30 PMLocation: Jamaica A
- How to effectively communicate key techniques, strategies, and approaches when presenting your ideas to senior management and business leaders
- 3-5 key lessons learned by top business leaders
- Specific advice from over 15 top business leaders how they have succeeded in their careers
Why You Need to Attend This Session:
How many times in your career, have you been able to hear first hand specific tips on how to effectively sell your ideas to all levels within your company from over 15 top leaders in our field. Roslyn had a rare opportunity to interview some of our top woman leaders and found out what makes them tick! You are going to walk away from this session with a couple ideas that could make the difference in your next communication.
Presentation Abstract:
We are all sales people regardless of our role in our corporation and no matter how much experience and knowledge I think you would agree we can always benefit from learning from others in our field. Roslyn Jones, Vice President of Global Education Services for Informatica Corporation has personally interviewed some of the top Services leaders from Cisco, HP, salesforce.com, BMC, and more to find out what they have learned in their many years in the business world. Roslyn has taken this assignment very seriously and is excited to share trends and unique examples to help us effectively communicate at all levels.
About Roslyn Jones:
Roslyn Jones is vice president of Global Education Services at Informatica Corporation where she is responsible for global strategy, sales, development and delivery solutions for Informatica customers and partners. She has more than 25 years in the Education Industry and is extremely passionate about all aspects of education and training. She has worked for Apple Computer, Amdahl Corporation, VERITAS Software, Salesforce.com and has hardware and software experience and background. She has played a key role in all aspects of education and started from the bottom up (instructor, course developer, sales manager, Regional Manager, and Director and VP).
Tuesday 2:30 PM - 3:30 PMLocation: Montego C
- What you should be expecting from your marketing organization for the different stages of business growth
- The trigger points to alignment reality between business strategy and marketing execution
- How to deliver short-term practical gains, while moving forward strategic initiatives and positioning
Why You Need to Attend This Session:
Knowing what you should―and shouldn't―expect from your marketing resources to drive your business is even more critical in these challenging times. This services marketing session enables you to quickly identify where you are in the marketing maturity curve and will deliver proven, practical execution tactics for acquiring and retaining customers.
Presentation Abstract:
You roll the dice in Vegas, but not when it comes to marketing your business. Just as there are multiple phases in the maturation of your technology services businesses, there are also similar phases in the evolution of your services marketing organization. The more in concert these phases are with each other, the more effective marketing is in driving and propelling your business forward. This session will explore what you can expect from your marketing organization at these various phases within the services maturity curve. In addition, this session will help to identify key signals to be cognizant about as your services business evolves. Understanding these two areas will help you make the appropriate investment in your services marketing organization, putting the odds in your favor for a successful business.
About Cynthia Curtis:
Cynthia Curtis is a senior executive with over 14 years of international IT marketing experience. Most recently, she was executive vice president of global marketing for Utimaco Safeware, a security software company acquired by Sophos PLC. The majority of her career was spent at EMC, where she led the development of the services marketing function for the company. Prior to joining EMC, Cynthia served as vice president of global marketing for Unisys Corporation’s network and desktop services division. Other positions include director for the United Services Organization (USO) in Germany; government liaison for Rogers & Wells in Washington, D.C.; and legislative correspondent for Senator Lowell Weicker, Jr. Cynthia earned a BA from Boston College and holds an MBA in international marketing from Thunderbird School of Global Management. She is currently fusing her IT marketing expertise with her commitment to clean technologies to help companies incorporate sustainability initiatives into their corporate strategies.
Tuesday 2:30 PM - 3:30 PMLocation: Montego D
- What the different options are for structuring a Services Sales Organization and the pros and cons of each approach
- What the different options are for assigning account coverage/quota for Services Sales Principals
- How a Service Sales Organization should engage with the Direct Sales Organization
Why You Need to Attend This Session:
This session will present the challenges of enabling an overlay services sales organization to help drive PS opportunities. Audience members will be given a chance to provide recommended solutions. At the end of the session, a gift certificate will be awarded to the audience member who provides the most helpful insight. Come prepared to collaborate!
Presentation Abstract:
CA will discuss the challenges of enabling an overlay services sales force to help drive PS opportunities. Senior vice president Ng Leong will present some of the challenges currently facing CA. Audience members will be given a chance to provide recommended solutions. At the end of the session, Ng will award a gift certificate to the audience member that provided the most helpful insight. Come prepared to collaborate!
About Ng Leong:
Ng Leong is senior vice president, global services operations at CA. He is responsible for developing and executing innovative strategies that drive operational efficiency and continuous process improvement for the CA services organization. He oversees all global services operations functions, which include services partner management, global resource and contractor management, services processes and systems improvement, and business analytics and reporting. Prior to joining CA, Ng held various management positions at Bearingpoint, Deloitte Consulting, and Pricewaterhouse, where he worked for over 16 years in providing process and technology consulting services to Fortune 500 companies. Ng holds bachelor degrees in economics and systems engineering from the University of Pennsylvania.


Tuesday 2:30 PM - 3:30 PMLocation: Antigua B
- Key measurements and metrics for knowledge-focused organizations and key implementation lessons learned
- 2010 strategic initiatives and current investments in social media
- How to motivate and incent knowledge workers
Why You Need to Attend This Session:
The twist on this Las Vegas slogan has never been truer with the pressures of today’s market demands. Every interaction you have with your customer becomes part of a total experience that either helps build or destroy your brand.
Presentation Abstract:
Learn from industry-leading experts how they have implemented and utilized knowledge to significantly improve the customer service experience. Whether you’re providing technical support for mission-critical networks, or assisting field technicians in the repair and maintenance of complex gaming machinery, the requirement for fast access to accurate answers is becoming increasingly important.
InQuira customers, Juniper Networks and IGT along with industry partner DB Kay and Associates join forces in an interactive panel discussion. Join us to learn the trade secrets and best practices.
Chris Hall brings over twenty years of business experience as a senior marketing and product strategy professional in the enterprise software industry. Prior to joining InQuira, Chris was the vice president in charge of the global product strategy initiatives at KANA Software. Chris has been vice president of Worldwide Marketing for Chordiant where he pioneered the company’s customer experience (Cx) branding and was senior director of Product Management for Silknet Software which launched a successful IPO in 1999.
Keith Redfield joined Juniper Networks in 2005 as the director of eSupport and Global Support Technology and has over 25 years in the high tech industry including over 15 years designing and implementing assisted and self service strategies for complex networking products. Keith is responsible for customer self-service and collaborative-service initiatives and the infrastructure supporting Juniper’s award-winning global support operations. Keith has previous experience across a wide range of the networking industry – from a “garage” startup to one of the largest companies in the industry.
Shawn Derifield has led various support organizations in his 13 years with IGT, including Product Training and the Global Support Center, and is currently leading the Sales and Service readiness organization. Shawn was the sponsor and business leader for IGT’s recent Knowledge Base initiative and is responsible for training and supporting IGT’s Global Support and Sales workforce.
David Kay is principal of DB Kay & Associates, a firm that offers support organizations strategic consulting on knowledge management, self-service, and social media. Customers include Microsoft, IBM, Intel, Research In Motion, Sun, Alcatel-Lucent, Intuit, and Cisco. David is co-author of Collective Wisdom: Transforming Support with Knowledge, the first book on knowledge management for technical support. He is an award-winning contributor to best practices in customer support, holds five patents on support technology, and speaks frequently at industry events.
Tuesday 4:30 PM - 5:30 PMLocation: Jamaica A
- Key objectives in aligning with your customers
- How to optmize profitability
- How to build a trusted relationship between customer and vendor
Why You Need to Attend This Session:
Service operational models are key factors in the successful partnership between customer and service provider. These models have to be designed, implemented, and managed intelligently, and measure the service operations’ ability to maintain customer expectations in any business environment. This session will cover the key objectives in aligning with your customers, how to optimize profitability, and how to build a trusted relationship between customer and vendor.
Presentation Abstract:
Service operational models are key factors in the successful partnership between customer and service provider. These models have to be designed, implemented, and managed intelligently, and measure the service operations’ ability to maintain customer expectations in any business environment. To achieve the highest CSAT and make higher revenue targets, service operations groups have to manage their service operational portfolio to avoid financial pitfalls. They must define the service level and operational level agreements that fit into the customer’s business environment. Service operational analysis requirements must be considered to minimize service operational disasters. Attendees of this session will learn how to analyze the customer organization’s service operations, identify areas for improvement in service planning and execution, apply practical solutions for eliminating inefficiencies, and measure solution impact using quantitative performance metrics.
About Srinivasa Deekshitulu:
Sri Deekshitulu is a seasoned professional with more than 21 years of experience in transition process, account management, pre-sales, customer service delivery operations, and team management in the IT and IT outsourcing industry. He is currently working as HP EDS and managing the Quality of Service (QoS) service delivery operations. Sri is a top-notch project planner, having expertise in spearheading the entire project life cycle, from discovery stage to go-live stage, and ensuring the delivery of projects within the time and cost parameters. Sri is an ardent analyst, with a flair for adapting quickly to dynamic business environments and adopting pragmatic approaches in improvising on solutions and resolving complex business issues.
Tuesday 4:30 PM - 5:30 PMLocation: Montego B
- Considerations for survey strategy, construction, and administration
- How to interpret and use the data to improve your customers' experience
- Considerations for using the survey data to change behavior in your company
Why You Need to Attend This Session:
It is no secret that a satisfied customer will be a repeat customer. But how do you know if your customers are satisfied? This session will review survey strategy, construction, and administration. It will also discuss the most important part of surveying: What to do with all of the data. In addition, a case study will be presented on how customer surveys can be used to improve how and what your service organization delivers.
Presentation Abstract:
Data from multiple streams indicates that project customer satisfaction measurement is becoming more of a table-stakes proposition. At the same time, very few clear common practices are emerging regarding how and when the surveys are executed, and very few companies are building these results into compensation for delivery staff. This session will discuss improving both the processes and the outcomes of PS customer satisfaction. Considerations for survey strategy, construction, and administration will be discussed. The session will use a case-study approach to discuss how to use survey data to improve your customers' experience and how to change behavior in your company.
About Lisa Cone:
Lisa Cone is currently a vice president of services operations at CA. During her 10 years at CA, Lisa has worked in various technology services roles ranging from client-facing projects and delivery management to back-office operations. Lisa's operational focus has included global services process improvements, acquisition integrations, customer satisfaction surveys, and field enablement. Lisa earned a BS in management/industrial engineering from Worcester Polytechnic Institute and an MBA from Nichols College.


Tuesday 4:30 PM - 5:30 PMLocation: Antigua A
- How to better meet the needs of the customer
- How to make a good decision in the election of a service package
- How to run a project for new customer applications successfully
Why You Need to Attend This Session:
Companies engaged in a Service Implementation can learn from others who navigated turbulent waters. This presentation from Coherent, a Hi-Tech Laser manufacturer in Silicon Valley, describes their service transformation plan with the 'Top Ten' tips and tricks to help extract maximum value from their implementation. Learn from the industry leaders who have successfully made the transition and bring back a few secrets of success for yourself.
Presentation Abstract:
Most companies today are struggling to hold revenues and margins in the down market. Some leaders in manufacturing, however, have resorted to bolstering their in-house and field service delivery to their installed base and competitors' base to be able to better monitor the customer user experience. Selecting the right or best application software package to address this strategy can often be a daunting and harrowing experience. This case study will cover the service transformation from product emphasis to service focus and the decision process adopted by this market leader with a "10-step process" to ensure their success. Attend this session and learn how your company can also benefit from owning the end customer user experience with the right tools in place.
About Ron Zielinski:
Ron Zielinski is a leader in customer support services with more than 20 years of designing and implementing capital equipment support and customer service programs. He believes that enabling the success of your customers today enables the success of your business tomorrow. Ron earned a BSEET from DeVry Institute of Technology in 1985. He leads a global service operation for a market-leading organization in diverse Photonics markets. His experience includes achieving CSAT rates of greater than 95%, instituting global support methodologies, sponsoring vast improvements in service parts fulfillment rates, improving a multimillion dollar service P&L, and leveraging CRM tools to fullest effects.
About Stephen Slade:
Stephen Slade is senior director, supply chain management marketing, at Oracle. He is responsible for the product messaging and marketing direction of Oracle’s asset life cycle management, service, and manufacturing products. Slade has spent 25 years working in logistics, service, operations, and program management. Prior to Oracle, he held senior marketing and sales positions at Siebel and was vice president of global account management at RTS/Viryanet Software. Slade was also director of field service at Siemens-Oce USA, vice president of operations at Cordura, and operations manager at ITT Avionics Industries. He has extensive experience working with firms engaged in Lean, Six Sigma, ISO 9000, CRM programs, and quality compliance initiatives. Slade received an MBA and a BS in mechanical engineering from Farleigh Dickinson University. He also completed his doctoral studies from New York’s Pace University in the fields of finance and international business.
Tuesday 4:30 PM - 5:30 PMLocation: Montego E
- The steps to establishing your resource management office (RMO) or function
- How effective resource management helps you enhance the customer experience and deliver improved services margins
- How centralization of resource management processes can help you speed the time to project initiation which drives improvements in both customer responsiveness and billable utilization
Why You Need to Attend This Session:
Finding ways to lower costs while improving customer responsiveness is mission critical today. Attendees of this session will learn how NCR is using a Resource Management Office and resource management processes to achieve both cost reductions and improved customer service. Come learn how to make “just-in-time resourcing” possible for your organization.
Presentation Abstract:
Improving customer responsiveness is always on the minds of service providers and is vital in times like these. However, there are few alternatives available to accomplish improved customer responsiveness while at the same time lowering the cost of doing business. NCR Professional Services made the choice to transform delivery operations using Just-in-Time Resourcing, a new methodology from RTM Consulting that is rapidly becoming the industry standard for effective management of billable resources. A focal point of the NCR implementation was the establishment of a resource management office (RMO) to more effectively get the right person in the right place at the right time. In this presentation, Ruth Fornell, vice president of NCR Professional Services, and Randy Mysliviec, CEO of RTM Consulting, will discuss how the two companies worked together to help NCR implement an RMO and transform resource management processes to produce improved alignment of resources to customer needs, while improving billable utilization and services related margins.
About Randy Mysliviec:
Randy Mysliviec leads RTM Consulting providing high-impact advisory services for technology companies’ professional and consulting service businesses. Acknowledged by industry sources as an expert in global resource management (GRM) and author of the Just-in-Time Resourcing solution, Randy helps multinational companies with the complex challenges of operating professional services teams serving the global market.
About Ruth Fornell:
As vice president of professional services for NCR Corporation, Ruth Fornell is responsible for software, software maintenance, and consulting services delivered by nearly 2,000 consultants worldwide. Fornell started her NCR career in 1985 in U.S. pricing and financial services. Since then, she has held a variety of roles which include executive assistant to NCR chairman and CEO Lars Nyberg; CMO for Teradata, a division of NCR; vice president and general manager of NCR's Payment and Imaging Solutions organization; and vice president of financial self-service for Europe. Ruth was co-director of the Teradata Center for Customer Relationship Management at Duke University and was a member of the board of trustees for the Marketing Science Institute. Fornell holds a master’s in business administration from the University of Wisconsin.


Tuesday 4:30 PM - 5:30 PMLocation: Montego A
- Strategic career decisions these leading women made to enhance their skills and capabilities
- Actions these women took to overcome hurdles in their corporation and in their professional development
- How women service leaders are helping others in the industry develop their capability, visibility, and promotability
Why You Need to Attend This Session:
This session will give attendees a unique insight into the career paths and career decisions made by these women service leaders. Some of these professionals came up through the services ranks, while others are cross-discipline trained. Each has a distinctive and compelling story regarding services and advancement within their respective companies.
Presentation Abstract:
Ever wonder “what did that person do to become a leader in their company?” And then wonder “what are the critical things I need to do to develop my professional skills and visibility within my company and my industry?” Or “how do I meet other women leaders in services?” "Women in Services: Profiles of Success" features leading women in services who have achieved leadership positions with some of the industry’s leading companies. Sharing their success factors and the path they took is invaluable to others looking to expand their areas of responsibility and leadership within their organization. This panel also provides the unique opportunity for women in the industry to meet other women leaders.
About Diane Brundage:
Diane Brundage is the senior vice president, membership development for AFSMI, SSPA, and TPSA. In that capacity, she is responsible for all recruiting and retaining members as well as ensuring members take advantage of the various programs the Associations offer. Diane has over 25 years experience in service, sales and marketing in the technology sector. Prior positions include sales and marketing leadership for Rainmaker Systems, Inc., an outsource service focused on service contracts for technology companies as well general manager of Compaq Computer/Digital Equipment Corp.'s Customer Service Business Unit. She has an MBA from Loyola University of Chicago and a BS in finance from the University of Illinois.
About Mary Cay Kosten:
As vice president for Sun Microsystems' Global Customer Service organization, Mary Cay is responsible for delivering key strategic and operational services for Sun customers in over 160 countries. Prior to her current role, Mary Cay served as vice president of Customer Services-Americas, where she oversaw service delivery in the U.S., Canada, and Latin America. Mary Cay is a 2008 recipient of the Denver Business Journal's Outstanding Women in Business (High-Tech and Telecommunications) award and a 2006 recipient of the Silicon Valley YWCA Tribute to Women and Industry (TWIN) award. Mary Cay holds a MS in systems management and a BS in marketing.
About Patricia Rash:
Biography coming soon!
About Charlotte Baker:
Charlotte Baker co-founded Digital Hands in 2001 to provide onshore IT outsourcing through managed and professional services. Digital Hands provides its partners with private-label, custom service support for IT infrastructure and end-user help desk requirements. Prior to Digital Hands, Baker co-founded 2nd Century Communications, a competitive local exchange carrier. During her tenure, she worked to secure four capital rounds totaling $155 million. Baker's career has included strategic planning, product management, and sales at Intermedia, Microsoft, Raymond James, and GTE. She received an MBA from Darden and a BS in commerce with dual concentrations in management information systems and marketing from the University of Virginia.
Judith Platz brings 15 years of experience driving customer satisfaction for complex global accounts to Approva. Prior to Approva, she spent six years at Oracle in a number of critical customer service positions. Platz led a team at Oracle that developed and implemented customer confidence programs focused on increasing customer satisfaction and retention for highly complex global accounts. Platz also brings significant systems integration and operations experience to Approva. Prior to her tenure at Oracle, Platz worked at the International Monetary Fund (IMF) where she supervised support operations across three continents and developed and implemented information technology standards to achieve quality improvements. Platz also has extensive experience in computerized learning in both the public and commercial sectors. Platz is a member of the Service and Support Professionals Association Small Medium Business Advisory Board. The SSPA SMB Advisory Board members give the association insight and guidance on programs to help SMB members navigate the numerous challenges they face.
About Carolyn Pineda:
Carolyn Pineda is currently vice president of services at Intergraph, where her focus is on establishing methodologies, service metrics, service packaging, and fixed-price offerings. One of her goals at Intergraph is to evolve the organization from services for point solutions to integrated enterprise solutions. Carolyn joined the company six months ago from the airline industry, where she spent 16 years at Sabre establishing their first service organization. Pineda started her career as a programmer, but found that she liked working with customers in addition to shaping organizations and establishing service components. Carolyn is also responsible for founding the nonprofit Empowering Women as Leaders, which gives women ages 23 and above the opportunity to get a college degree. The organization pairs the women it supports with professional women as mentors.
About Susan McKay:
Susan McKay is the director of strategy and alliance development for EMC's $2-billion global services organization. Susan is responsible for EMC's services partnership strategy as well as providing cross-organizational direction and consultation in the development of market requirements, business plans, and solution roadmaps. She has been with EMC for seven years. Previously, she held a number of leadership positions in EMC's Telecom, Media & Entertainment field sales division. Prior to EMC she was vice president at Cap Gemini Ernst & Young's Telecom Media & Networks division. A technology industry veteran, Susan has held various sales, sales management, marketing, and business operations positions at AT&T, Unisys, and NCR.
About Jodi Schilling:
Jodi Schilling is currently the vice president of the America’s Customer Support Operations team within Hewlett Packard’s Imaging and Printing business. She is responsible for delivering customer support services across all of HP’s consumer products in Canada, the U.S., and Latin America. She also has responsibility for working with the commercial and enterprise service delivery organization in the Americas on behalf of the Imaging and Printing business. Jodi joined HP in 1985 and has held a variety of positions in finance, manufacturing, customer satisfaction, and quality, and most recently in the America’s operations team. She has been in various management positions for the last 18 years, including executive-level positions for the past eight years. Jodi holds a bachelors in business administration from Chadron State College.
About Roslyn Jones:
Roslyn Jones is vice president of Global Education Services at Informatica Corporation where she is responsible for global strategy, sales, development and delivery solutions for Informatica customers and partners. She has more than 25 years in the Education Industry and is extremely passionate about all aspects of education and training. She has worked for Apple Computer, Amdahl Corporation, VERITAS Software, Salesforce.com and has hardware and software experience and background. She has played a key role in all aspects of education and started from the bottom up (instructor, course developer, sales manager, Regional Manager, and Director and VP).


Wednesday 8:30 AM - 9:30 AMLocation: St. Thomas B
- Which technology companies are most successful at using social media for customer service
- The benefits and ROI of using social media in your organization
- Which people, processes, and technologies will make your social media program a success
Why You Need to Attend This Session:
If you believe that “change” is the only constant in technology, then you’ll want to be in the driver’s seat when it comes to understanding how social media—the biggest change agent for culture and communication since the advent of the Internet—will impact your services business. Organizations who can respond quickly to this shifting landscape by leveraging agile business models and dynamic business processes are uniquely positioned to win.
Presentation Abstract:
Even six months ago, hearing “Twitter” and “customer service” in the same sentence would make most technology service executives grimace. Today, there is more shrugging than grimacing—it seems that everyone is talking about social media, but few of us understand how it fits into a business model. When you consider that two-thirds of the global Internet population visits social networks, time spent on these sites is growing at 10 times the rate of the global Internet, and that social networking is now more popular than e-mail, one thing is clear: being in social media means being where your customers are. Being in the social media space is all about engagement. In fact, for some companies, it's the number one initiative that cultivates the company's most valuable asset: customers. This session will explore leading examples of technology companies that use social media to great effect in servicing and engaging their customers. We’ll delve into the ROI of social media and give you compelling data to help advance your customer experience initiatives. Finally, we’ll outline a simple how-to guide that will get you started down the path of least resistance in structuring your social media tools, people, and processes.
About Shawn Santos:
As director of programs and community for the SSPA, Shawn focuses on social media strategy for technology companies, program portfolio management, market research, enhancing online communication channels, and producing insightful content for the technology services industry. Previously, Shawn worked as product marketing manager for Agilent Technologies and has held several management roles in the wine industry, including product manager for Enologix and general manager for Global Vintage Research. He also has held several notable consulting engagements in the wine, technology, and marketing agency industries as well as winemaking positions in California and France. Shawn has a BS degree in molecular biology from the University of California, and currently acts as managing director for the Hope Animal Network, a non-profit organization powered by social media.


Wednesday 8:30 AM - 9:30 AMLocation: Montego B
- The definition of Profit and Loss (P&L) versus Enabler as it relates to running an education business
- Why it is important to support both of these strategies to achieve and ensure customer satisfaction and revenue and margin expectations
- How to effectively communicate realistic margin expectations to your CEO and CFO within your company
Why You Need to Attend This Session:
So often in the Services business C-level executives have unrealistic expectations about Education revenue growth and margin attainment and this session will share a few examples how to set expectations that are based on your companies goals and objectives. When determining margin targets it is important to know how to compare apples-to-apples and not be set up for failure and compare yourself to other companies when it may not be a true comparison.
Presentation Abstract:
Roslyn has been in the Education business for over 25 years and participated on a board of Education professionals consisting of over 70 companies. She is going to share with you some key take-a-ways to help plan for 2010 and to set clear and realistic expectations to senior management and your team. Predicting and forecasting the education business during these macroeconomic times is a challenge and Roslyn will share some recent information that could assist in your planning processes.
About Roslyn Jones:
Roslyn Jones is vice president of Global Education Services at Informatica Corporation where she is responsible for global strategy, sales, development and delivery solutions for Informatica customers and partners. She has more than 25 years in the Education Industry and is extremely passionate about all aspects of education and training. She has worked for Apple Computer, Amdahl Corporation, VERITAS Software, Salesforce.com and has hardware and software experience and background. She has played a key role in all aspects of education and started from the bottom up (instructor, course developer, sales manager, Regional Manager, and Director and VP).
Wednesday 9:45 AM - 10:45 AMLocation: Montego E
- Right frame of mind for consultants
- What clients are expecting
- How to improve delivery and client satisfaction
Why You Need to Attend This Session:
Are your customers slow in adopting your organization’s technology? Their adoption can be improved if you better enable your professional services organization. Come listen to how the “Eight Golden Rules of Consulting” will improve your workforce and expand the frame of reference your consultants take to their next client engagement. Train your workforce through real-life examples and stories that will put you ahead of the competition.
Presentation Abstract:
Have you made your flight arrangements for travel next week to your client? Have you mapped out how to get from the airport to the hotel and client office? Have you reviewed the Statement of Work and spoke to your manager or sales team? Great, but did you remember to pack the 8 Golden Rules of Consulting. Every consultant will need these 8 Golden Rules before starting whether you are onsite or working remotely. Learn what is essential to the work you are going to perform. This track is built with real-life examples of successful and not successful consultant stories that you and your team will need to guarantee success on each and every engagement. Learn about having a Point of View, working from a Fixed Budget, Earning Your Billing Rate and Pulling the Rip Cord Early. These 8 Golden Rules will better frame your consultants when they come onsite.
About Mahesh Gidwani:
Mahesh Gidwani is a Senior Software Executive who brings over 20 years of experience helping clients achieve return on their software investments to solve critical and complex business problems. Mahesh was formerly an Accenture Partner, chief operating officer of an internet start-up, a Software Executive at Mercury Interactive and ran Hewlett Packard North America Software Professional Services.


Wednesday 9:45 AM - 10:45 AMLocation: Montego B
- How having the right people and programs can enhance the sale of education
- Why a market segmentation model for education is critical
- What content and delivery options for education are resonating in the current economic climate
Why You Need to Attend This Session:
Revenue from educational services―as a discretionary spend―is typically one of the first to be impacted when tough economic climates occur. Attend this session to learn some of the strategies that have been deployed at one organization to assist not only in stemming falling education revenues, but also have resulted in growing the business.
Presentation Abstract:
The last 18 months have been a tough one for education organizations as the economy has shrunk and training has seen its revenues fall or flat at best. Some Education organizations, however, have continued to thrive and grow despite this. In this session Linda Moss, VP of WW Educational Services will share some of the strategies implemented at BMC as the Education department has gone about reinventing itself. The session will share experiences of how addressing Sales and Marketing strategies, re-evaluating Education Offerings as well as working more holistically with other elements of the Services organization can contribute to ensuring that Education is seen as providing value and can assist in continuing growth and success for training for ‘for fee’ Education organizations.
About Linda Moss:
Linda Moss is vice president of worldwide education services at BMC Software, Inc., where she is responsible for the strategy, selling, development, and delivery of solutions training for BMC customers. Moss has over 20 years of extensive training and development experience in the global IT industry. She has worked at a number of software companies, most recently Brocade Communications Systems, Inc., growing Brocade’s education business 300%. Prior to these positions in the U.S., Moss operated a successful training and management consultancy in Europe for 10 years, providing training at companies such as Deutsche Bank, KPMG, Black and Decker, and the U.S. Federal Government in Europe. Moss holds a BA in English from The University of Gloucester, England, an MBA with a specialization in managerial leadership from City University, and a PhD in gendered learning from The University of Kent, Canterbury, England.
Wednesday 9:45 AM - 10:45 AMLocation: Montego D
- How managing organizational change is a requirement when implementing process and tool projects
- A three part process for leading successful organizational change
- An understanding of the research upon which the change management process is founded
Why You Need to Attend This Session:
In post-recession 2009, IT must be responsive to the needs of its customers, both internal and external. Process improvements have the promise of heightened levels of customer satisfaction. At the same time, process and tool upgrades are cost items and must realize a return on investment. Ensure that your investment is used by the people using it every day. Ensure that your process and tool upgrades get implemented, used, and result in high levels of success for your organization, by planning for the people part of the project.
Presentation Abstract:
Go live is upon us. Our new processes are written, our tool is ready, training has begun and we can't get any takers. What does it take to get this off the ground? It takes careful organizational change strategy and planning. And, it takes some real commitment on the part of the implementers to play by the rules. Explore three successful process improvement process implementations complete with successful tool implementations and what contributed to their success. This session will look at what makes organizational change difficult, how to build success and the enabling behaviors which the change agents must possess to pave the way for success. We will look at the research of John Kotter of Harvard, Robert Cooke and Clayton Lafferty of Human Synergists and Elisabeth Kubler-Ross PhD. We will also look at the work of Saul Alinsky and how to make the tools of community organizers those of process change agents. Join us for research, advice and thinking outside the box.
About Rae Garrett:
Rae Garrett is an experienced quality professional with a strong background in process re-engineering. She is a member of the ITSM Professional Services Consulting Team at Front Range Solutions. Rae Holds the Management Certificate in IT Service Management V3, considered the Masters or Expert Certification of the ITIL program. In addition to her ITIL certification she holds an Education degree as well as certifications in the IT and Quality arenas including ISO 9000, Certified Quality Manager and Organizational Effectiveness tools. Additional consulting experience includes improvement of organizational culture and facilitation of consensus building and strategic planning. Rae's business experience includes leading the following process teams: Change Management, Incident Management, Problem Management, Configuration Management. Rae's main focus is to deliver effective consulting and educational services to clients based upon her knowledge and experience of IT Service Management Best Practice Framework and organizational culture.
Wednesday 11:00 AM - 12:00 PMLocation: Montego C
- What key metrics and practices TPSA benchmarks
- What new metrics and results TPSA will begin collecting this year
- What practices TPSA has found to be critical to driving the financial performance of the PS business
Why You Need to Attend This Session:
Among the many benefits of TPSA membership, participation in the PS benchmark study is probably foremost. This session will be valuable for any member company considering going through the benchmarking and review/assessment process. Consider it a crash-course on PS benchmarking, what it entails and what outcomes can be expected from it.
Presentation Abstract:
The status of the comprehensive refresh, redesign, and update of the TPSA benchmark survey, database, and survey tool will be reviewed. The benchmark database has undergone a significant redesign and upgrade. TPSA will review the purpose and state of the new survey, the resulting database, and the survey tool.
About Thomas Lah:
Since 1996, Thomas Lah has helped a broad range of companies establish or improve their professional services organizations. Prior to TPSA, he was founder and principal of Thomas Lah, Ltd., during which time he became recognized worldwide for his incisive analysis, strategic thinking, and creative solutions. Thomas’ recent books include Mastering Professional Services and Building Professional Services: The Sirens' Song, which has been adopted by technology companies throughout the world, including China’s Lenovo, which acquired IBM’s PC business in early 2005. In 2004, Thomas was invited to Zhejiang University in China to lecture on the topic of building professional services. In his earlier career, he was director of solutions engineering at Silicon Graphics. Thomas received an undergraduate degree in information systems and holds an MBA from the Fisher College of Business at The Ohio State University.
About Bo Di Muccio, PhD:
Bo Di Muccio is responsible for developing and delivering research and advisory programs that are focused on helping executives build and optimize professional services in many of the world's leading technology companies. He has nearly 10 years of experience in technology industry research, analysis, and consulting, including experience in hardware, software, and services. Prior to TPSA, he was the program manager for consulting services research at International Data Corporation (IDC), had a lengthy tenure at Deloitte Consulting, where he worked in the areas of services strategy and marketing, market research, competitive intelligence, and client service, and held market research roles at AltaVista Company and Compaq Computer Corporation. Bo earned his master’s and doctoral degrees in international political economy from the School of International Relations at the University of Southern California and was a tenure-track faculty member of the University of Florida’s Department of Political Science.


Wednesday 11:00 AM - 12:00 PMLocation: Montego D
Presentation Abstract:
This panel will discuss the details of the Service Research & Innovation Institute's (www.thesrii.org) key strategy / road map for driving "Service Innovations" by focussing on major service industry verticals (health care, financial, energy, telecom, government, education, retail, etc.) as well as major horizontal domains (technology platforms, business process/tools/models, service operations, etc.).
This panel will include speakers from IBM Research, HP Labs and other key Service Research organizations around the world.
About Kris Singh:
Kris Singh is the president of Service Research & Innovation Institute (www.thesrii.org). Kris has over 25 years of experience in the high technology industry as well as in academia. Currently Kris is the Strategic Programs Director for Service Research at IBM Almaden Research Center in San Jose, CA. Before IBM Research, he worked with Intel, AMD and National Semiconductor in various technology development roles such as Director of Server Architecture & Planning and Data Center Technology at Intel, Director in the CTO Office at AMD and senior technical management roles at National Semiconductor. Kris is an Industry Fellow in the College of Engineering at UC Berkeley and has also been an adjunct professor in the Electrical Engineering & Computer Science department at Santa Clara University. He is a member of the Advisory Board for Informatics Research at the University of Manchester, UK. Kris has been an invited speaker at various technology conferences around the world.
About Martha Lyons:
Martha Lyons is a Distinguished Technologist at Hewlett Packard Laboratories Strategy and Innovation Office and previously in the HP Services CTO office. She has over 20 years of experience driving services innovation. Martha also manages the HP Labs research alignment and transfer with HP Enterprise Services and Software focused on incubating and delivering innovative service offerings and capabilities to HP’s customers. In the past, Martha led the HP Services Innovation Program while advising customers on innovation best practices within corporate environments. She also led the development of a number of solutions which introduced and extended HP’s electronic and automated service capabilities over the web. Martha has held a variety of technical, management, and strategy positions in HP services and Global Operations.


Wednesday 11:00 AM - 12:00 PMLocation: St. Thomas B
- How to integrate social media within service operations
- Expanding the scope of conversation
- Turning your organization into a preemptive one, opposed to reactive
Why You Need to Attend This Session:
Customer adoption is difficult at best. The rise in popularity and use of social channels― from Twitter to Facebook to YouTube―has turned the one-way road connecting you to your customers into a series of multi-way highways with numerous intersections. As service providers, you need to be able to identify and participate in conversations related to your products and brands wherever and whenever they occur on the social Web. In this session, you will learn how Webtrends’ services department has proactively, and reactively, engaged with their customers through the implementation of specific monitoring techniques across various social media channels.
Presentation Abstract:
Web 2.0 technologies continue to become more ingrained in people's everyday activities, and the scope of conversation that occurs among consumers and businesses will only increase with that growth. We are currently at a juncture in the business world that presents a whole new outlet to monitor and field customer feedback, and organizations who are not actively participating in some sort of social monitoring/outreach and measurement within their service operations will be at an extreme disadvantage. Service operations need to begin utilizing the innovative social technologies available to transform their organizations from a reactive one to preemptive one. When the service arm of any organization, big, medium or small, is actively participating in this type of outreach, teams are better equipped to prioritize efforts on specific areas of concern; effectively reducing costs and increasing customer satisfaction. Webtrends began implementing social media within their service operations early in 2009, and have been on the bleeding edge of adopting web 2.0 solutions to effectively monitor conversations which occur about and around their product offerings and services group. In this presentation, Dave Canelis, vice president, Global Services, Webtrends, will outline the benefits to picking up the chatter occurring outside traditional conversations, and show how this form of monitoring can be adopted within both SMBs and larger enterprises.
About Dave Canelis:
As vice president of Global Services, Dave Canelis drives the industry-leading client services team at Webtrends. Under Canelis' guidance, this seasoned team uses proven methodologies to provide web analytics services at every stage of the customer partnership, from professional services and consulting, to technical support, education and training. Canelis brings more than 25 years of services leadership experience to Webtrends. Throughout his career, he has created best-in-class professional services, customer support and training programs for many of the nation's top enterprise software companies. Prior to joining Webtrends, Canelis served as vice president of professional services at Serena Software, a leading provider of enterprise application lifecycle software. He also has held senior leadership positions at Oracle, Gupta Corp. and Oblix. Canelis holds an MBA from Santa Clara University and a bachelor's degree in computer science and mathematics from California State University at Hayward.
Wednesday 11:00 AM - 12:00 PMLocation: Montego E
- How to help companies and partner organizations realize the synergies that can be gained when measuring customer satisfaction for partner delivered services
- An understanding of real world examples of business implications when utilizing customer satisfaction for partner delivered services
- How to identify tools and systems to aid in measuring customer satisfaction for partner delivered services
Why You Need to Attend This Session:
Improved services customer satisfaction translates into improved utilization and margins, and an enhanced bottom line for your consulting organization. Come and learn how to expand your services footprint and customer satisfaction while leveraging your partner community.
Presentation Abstract:
Delighted customers equal repeat services business. It is possible to grow your services business inorganically with partners while maintaining happy customers. Emphasizing, enabling, and measuring customer satisfaction creates a level of trust with partners so they will treat your valued clients with the same level of attention and quality that you do. Learn how to improve customer satisfaction in your partner community through a real world case study and by way of appropriate systems and metrics.
About John Beuchert:
John Beuchert is senior manager of the Consulting Services Partner Program in North America for Symantec. In this role, he is responsible for overseeing partner delivery activities for select partners within the VAR, GSP, and Regional System Integrator segments. With over 20 years in the information systems industry, Beuchert has broad experience in program, alliance, marketing, and engineering roles. Prior to joining Symantec, he held director positions at Novell and NASA. Mr. Beuchert holds an Electrical Engineering degree from the University of Central Florida and an MBA from Westminster College.
About Doland White:
With more than 20 years of consulting and senior management experience, Doland White is the director for Global Consulting Partner programs for Symantec. Doland developed and launched the Symantec Consulting Partner program for the company in July 2008. Working in partnership with Heath Ramsey, Doland executed on a program called the Consultant Enablement Lifecycle that ensures consultants have access to the necessary training, tools, and resources to deliver high-quality, consistent engagements.
Wednesday 11:00 AM - 12:00 PMLocation: Jamaica A
- How to start out building a consulting services business
- How to scale out using junior consultants and partners
- How to develop IP to support not just paid services
Why You Need to Attend This Session:
Given the current economic situation, the need to deliver services more efficiently and with fewer resources is even more important to maintain a healthy margin. Learn how, through a simple yet elegant service and delivery IP model, consultants and sales engineers were able to enable customers to implement corresponding products quickly and lay the foundation for scaling to a broader audience of field personnel and partners.
Presentation Abstract:
Are you beginning to build your services practice? Or preparing to scale out? This session will present a case study of the evolution of the services development and delivery at VMware. We will explore how a simple yet flexible service was launched and supported to accelerate product adoption.
About Pang Chen:
Pang Chen is a principal consultant at VMware, Inc. and has almost 20 years of technical services experience. The lead for services engineering within VMware's professional services organization, Pang oversees development of service delivery methodologies and toolkits used by field and partner consultants to deliver services more quickly, in a more predictable and repeatable standardized fashion, and ultimately to improve margins.







