Tuesday 9:45 AM - 10:45 AM — Improving Efficiency in Services Delivery with Remote Services
Tuesday 11:00 AM - 12:00 PM — A 360-Degree View of First Contact Resolution (FCR)
Tuesday 11:00 AM - 12:00 PM — Soft Skills: The True Lifeblood of the PSO
Tuesday 4:00 PM - 5:00 PM — TSIA 2010 PS Solution Center Survey Results
Tuesday 4:00 PM - 5:00 PM — What Microsoft Learned from Using Scenario-Based Solutions
Wednesday 8:30 AM - 9:30 AM — Professional Services Work Out: PS Delivery
Wednesday 8:30 AM - 9:30 AM — The Role of Ed Services in Closing the Consumption Gap
Tuesday 9:45 AM - 10:45 AMLocation: Grand D
- How to evaluate service delivery by analyzing work breakdown structures/activities
- How to leverage remote services in an onsite delivery
- Lessons learned in standardization and ensuring delivery quality
Why You Need to Attend This Session:
Most service organizations are struggling with finding and utilizing key skilled resources more effectively and efficiently. Any organization looking to improve their utilization and efficiency of these key skilled resources, and also looking to expand their market presence through a “sell to” or “sell through” model with new or existing partners, will benefit from this look at how to leverage key intellectual property through remote capable offerings.
Presentation Abstract:
To improve standardization and lower cost of delivery, Hitachi Data Systems has analyzed its delivery methodology and approach. The company has identified some very innovative ways to leverage its robust remote services capability to increase effficiency and improve its use of re and we look at work breakdown structure and identify where we can leverage our remote services capabilities to perform a service activity.
About Dan Morton:
Dan Morton has over 35 years experience in the Storage Services Industry, having held positions in both Customer Services & Support and Professional Services. His background includes all levels of CS and PS Management, including a role as vice president of StorageTek’s Global Professional Services Organization. He has also held positions in Services Marketing and Services Sales Management. Dan is currently transitioning from a leadership position managing all development for Hitachi Data Systems Global Solution Services, to managing all Global Process and Information Management for the Global Solutions Services business at Hitachi Data Systems.

Tuesday 11:00 AM - 12:00 PMLocation: Grand D
- Understand what First Contact Resolution is and why you need to know more about it
- Develop a strategy for improving FCR in your own support operation
- Ways to improve CSAT by improving FCR in all aspects of your business
Presentation Abstract:
First Contact Resolution (FCR) is not a new paradigm. However, in today’s fiercely competitive market it plays a significant role in driving not only customer satisfaction and retention, but cost reduction. How important is FCR? How can you improve FCR? What do you need to know about FCR to ensure success? The discussions about the value of first contact resolution (FCR) in tech support has been many and varied and rightly so, as this is the single most important key challenge to improving customer satisfaction.
Join three industry experts as they provide unique perspectives on FCR through independent presentations based on their research and life experiences. Will this panel of experts align in their thinking? How close will their recommendations be and what can you learn from each of them?
Hear from Bill Rose, VP Services Research TSIA, Malcolm Carlaw, CEO Impact Learning, and Dave Brown, CEO Support Center University as they share their perspectives and discoveries of this critical service metric.
About Bill Rose:
For almost two decades, Bill Rose has served as an energetic and articulate advocate for the service and support industry. The founder of SSPA in 1989 and its chief executive for 15 years, Rose is a global expert on best practices within the industry and a leading authority on ways to heighten efficiencies while building customer loyalty. Perhaps more than any other individual, he is responsible for service and support becoming a highly valued, mission-critical department within the structure of Global 2000 enterprises. Rose is a widely acclaimed international speaker and has authored hundreds of industry articles and a number of influential guides, including Managing Software Support, Automating Your Support Center, and Taking Charge of Your Support Center. He has been recognized as an Industry Champion by the CRM industry and as a Call Center Pioneer by Call Center magazine. Rose continues to help drive the mission of SSPA and is the force behind the recent creation of SSPA’s groundbreaking J.D. Power and Associates Certified Technology Service & Support program.
Malcolm Carlaw has served as president of Impact Learning Systems for the last 5 years. He started his career as a field service technician and has spent twenty years in support services, developing training and processes to improve the ability of front-line representatives to communicate effectively with customers. He is a co-author of Managing and Motivating Contact Center Employees, published by McGraw-Hill.
About Dave Brown:
Dave Brown is a management consultant, teacher, and author and is considered an expert in the area of process improvement, staffing models, and change management. Dave has 20 years of operational management experience, including senior management positions at Amdahl, Adobe Systems, and Broderbund Software, and 15 years experience as a management consultant and trainer. He teaches management training programs for Support Center University and also consults with technology companies to establish world-class service operations. Dave Brown has published one book, Optimizing Support Center Staffing, and more than 40 articles related to improving support operations in various industry magazines/journals.
Tuesday 11:00 AM - 12:00 PMLocation: 204 (2nd Floor)
- Why soft skills are important
- How Mentor Graphics was able to improve the ability of their consultants to build trust and credibility with clients and improve overall services results
- How a partner can help with soft skills development
Why You Need to Attend This Session:
This session will provide service leaders with an understanding of how improving the soft skills of their consultants will: (a) help improve overall project performance due to the consultants’ ability to better deal with project scope creep and issues, and (b) enable the consultants to participate more effectively in contributing to revenue growth through more effective identification of opportunities and enhancing their up-selling skills.
Presentation Abstract:
Today’s PSOs spend lots of time and money developing the technical, application, and business skills of their consultants, yet often do not address the most important skills of all for the consultant: soft skills! Effective communications, issue management, scope management, influence selling, meeting facilitation, and more, all comprise the many soft skills consultants need to do their jobs well. During this highly informative session you will learn how one leading-edge professional services organization teamed up with a TSIA partner to provide soft skills training and experiential learning for their consultants, and the resulting benefits that organization now enjoys.
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 Paul Hofstadler:
Paul Hofstadler serves at Mentor's Vice President of Worldwide Consulting. He brings over 20 years of EDA services, sales, and marketing expertise. In addition to his previous work at Mentor, Mr. Hofstadler has extensive domestic and international service organization and sales channel development experience through his positions at Xynetix (VP of International Sales), Silicon Metrics (VP of Services, Business Development, and International Sales) and 360Bridge Corporation (President and CEO). Mr. Hofstadler is a founding member of TSIA (formerly TPSA), serves on its advisory board, and was honored as TPSA Ambassador for his contributions to the association. Mr. Hofstadler holds a BSEE degree from the University of New Mexico and a MSEE degree from the University of Arizona.
Tuesday 2:00 PM - 3:00 PMLocation: 206 (2nd Floor)
- The fundamentals of a hybrid (onshore/offshore) services delivery model
- How to select, contract, and implement a successful hybrid delivery model
- How to manage a hybrid delivery model for long-term, sustainable success
Why You Need to Attend This Session:
What is a “hybrid-offshore professional services delivery model,” and why should you learn more about it? Come hear Tallabs’ success story, and learn how you can take away best practices and learnings for developing, implementing, and sustaining a hybrid offshore professional services delivery model. Improve your professional services delivery scalability, velocity, quality, and costs while enhancing and protecting the value of your local in-region professional services workforce in a highly collaborative and mutually beneficial ecosystem.
Presentation Abstract:
In any growing professional services business, challenges include managing and improving scalability, velocity, quality, and costs, while simultaneously delivering innovation, developing human capital skills, and driving new services business development. Facing such challenges, the Tellabs Professional Services organization recognized their current delivery model would not continue to scale competitively. Tim Ayers and his team developed and implemented a “hybrid” onshore/offshore professional services delivery model, by establishing a highly effective and well-managed partnership with an offshore delivery partner to support their domestic workforce. With a year of measurable results, Tellabs has benefited with high double-digit growth, improved gross margins, greater velocity, scalability and a consistently high level of quality. Customers are expressing their satisfaction and confidence by awarding Tellabs more business. The new model has provided Tellabs more personnel to cover their growing professional services business, and those personnel have an improved quality of life and morale. Participants in this presentation will walk away with a checklist and outline of key considerations, processes, formulas, learnings, and best practices to incorporate into their own service business, including the decision/review and partner selection process, start-up and implementation, and life cycle management of the hybrid onshore/offshore delivery model.
About Tim Ayers:
Tim Ayers has over 20 years of consulting and professional services leadership experience with many of the world’s largest telecommunications providers, global enterprises, and government agencies. For the past five years, Tim has managed the Tellabs Global Consulting and Professional Services organization providing high-end architecture, design, migration, and optimization services to mobile and cable operators worldwide. Prior, he held similar roles at IBM Business Consulting Services, 3Com, and Digital Equipment Corporation. Tim has a BA in business from North Central College in Naperville, IL, and is a member of the Project Management Institute and Services Research and Innovation Institute.
Tuesday 4:00 PM - 5:00 PMLocation: 206 (2nd Floor)
- How to automate technician scheduling
- How to achieve differentiated SLAs
- The potential pitfalls of automation, and how to avoid them
Why You Need to Attend This Session:
Service leaders will come away from this session with new ideas to provide industry-leading service-level performance and service differentiation at reduced costs. With advanced scheduling technologies, it is possible to simultaneously improve service, increase technician productivity, and provide for a more satisfying workday for technicians and managers. This session will tell you how Xerox is doing it.
Presentation Abstract:
Xerox is investing in a suite of new systems and technologies for managing field service delivery. This investment will enable consistent achievement of SLA targets and enable the right levels of service based on each customer’s unique requirements. To create these capabilities, Xerox is pooling its internal IT staff with strategic partners that include software suppliers and integrators and field service managers to create an integrated set of capabilities. This presentation will focus on Xerox’s implementation of advanced scheduling technology for field service delivery. Topics will include SLA management, real-time automation, technician productivity, integrating internal and commercial software applications, and leading change. The discussion will conclude with an update on the project status and results achieved.
About Andy Huber:
Andy Huber is manager of systems strategy, where he provides strategic direction for new systems and technology enablement for Xerox Services in North America. He is currently leading efforts to migrate field technical services from legacy applications to leading-edge systems. He holds a BS degree from the University of Dayton and an MBA from the University of Rochester.
Tuesday 4:00 PM - 5:00 PMLocation: 207 (2nd Floor)
- How TPS organizations are leveraging solution centers to deliver PS engagements more efficiently and cost-effectively
- About common and recommended Solution Center practices
- About the “best practices” that are helping some PS organizations to achieve high performance
Why You Need to Attend This Session:
In a human capital intensive business such as technology professional services, the difference between success and failure boils down to your ability to get the right resources in the right place at the right time. An emerging sourcing practice of PS organizations is the use of “solution centers,” where delivery staff can work on client projects exclusively offsite, typically in lower cost locations. Because it is an emerging practice, however, there are lots of unknowns about existing and common practices, let alone best practices. If you want to fill in those unknowns, there is no better place to do that than in our breakout session, where first of a kind benchmarks will be shared from a recently completed TSIA member survey.
Presentation Abstract:
During the first quarter of 2010, TSIA will be executing a member survey on the topic of solution center policies and practices. For many TPS organizations “global delivery” means the use of solution centers, to streamline and reduce the cost of PS delivery. What are the typical tasks performed by these centers? What sorts of resources tend to be in them? What is the typical financial model for PS solution centers? Where are these centers typically located and how is the utilization of solution center resources determined? Vice President of PS Research for TSIA, Bo Di Muccio, Ph.D., will address these questions and many more in this session.
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 TSIA, 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.
Tuesday 4:00 PM - 5:00 PMLocation: Grand A
- How to identify what your key customer scenarios are
- How to build a virtual team around the scenarios
- How to implement scenario solutions across your business
Why You Need to Attend This Session:
Investigating end-to-end customer scenarios has impacted the products we build and the way we service the customer. The breakout will be a candid walkthrough of examples of how Microsoft used this approach across various functions—from product development to support readiness—and how it influenced key metrics in their support business.
Presentation Abstract:
Customer support centers deal with a multitude of customer issues. Analyzing and prioritizing these issues can be cumbersome. At Microsoft Consumer Support, scenario-based solutions and planning has helped with prioritization and has provided a common framework to communicate issues and problems across the company. From this scenario-based solutions approach, Microsoft has been able to improve the customer support experience within its products and support operations.
About Bryan Chee:
Bryan Chee is a senior supportability program manager in the Microsoft Consumer Windows Support organization. Over the past 15 years, he has collaborated with the Microsoft development and support teams to build support solutions to improve customer satisfaction and reduce costs in supporting the operating system. Past projects include NetMeeting, Internet Explorer, and Windows operating systems from Windows 95 to Windows 7.
Wednesday 8:30 AM - 9:30 AMLocation: 206 (2nd Floor) - CANCELED
- How forecasting and collaboration helps companies partner effectively to save costs while increasing revenues
- How to maintain service levels while managing volume fluctuations
- How semi-dedicated staffing models across the globe help bring standards in quality service performance
This session has been canceled.
Why You Need to Attend This Session:
If you are a product company that is selling product through SMB and consumer channels, then you know what a challenge new product introductions, upgrade releases, and back-to-school, holiday, and tax season are. If you struggle to hire, train, and improve skills and knowledge, but then lose those skill sets because of volume drop, then you need to attend this session.
Presentation Abstract:
Creating and sustaining customer loyalty has always been a major component for companies and their success strategies. Maintaining customer experience requires a model that doesn’t drain resources—both human and financial. It also becomes relevant to understand choices that can be provided to manage staff while maintaining service levels and customer experience in a support environment. This presentation covers, in a detailed case study, how we added value to the client’s requirements through immense peaks and valleys in volume, while keeping customer satisfaction levels high. It also will showcase how providing choices through multiple modes of contact helped capture the voice of the customer effectively, and how that allowed the client’s product development and support teams to listen to and enhance the customer experience and add to their top line.
Lalita Bhattiprolu is the vice president of business development at e4e Inc. Her experience includes program management, sales consulting, and sales. Her domain experience includes supply chain management, call center services, and ITES. Lalita worked for companies such as RR Donnelley, KAO Infosystems, and Convergys prior to joining e4e. Her keen eye to solution creation and understanding of how a program works—from implementation to execution and beyond—helped large corporations generate revenues in excess of a billion dollars. In her role as vice president of business development, Lalita works with clients consultatively to establish solutions that would allow for the client’s revenue growth while creating customer loyalty.
Wednesday 8:30 AM - 9:30 AMLocation: Grand A
- Leverage the experience of other TSIA members to answer questions you have about the Professional Services delivery function and learn how your peers are solving today’s burning issues
- Pose ideas, proposals, and questions related to PS delivery topics to the group for feedback
- The latest and best practices for running delivery operations for a Professional Services organization inside a product company
Why You Need to Attend This Session:
This session is a little different than many of the other TSIA break-outs. This is a “Work out” session where you can bring your questions, ideas, and proposals about PS delivery to obtain ideas, feedback, and constructive criticism. The session will be hosted by Xerox. Do you have questions about using solution centers? Tactics to improve project performance? How to improve billable utilization this year? The pros and cons of having a dedicated PMO? This is the place to bring them!
About Mary Rankovich:
Mary is the vice president, Professional Services for Xerox Services providing direction and program support for the delivery of professional and customer education services through direct resources and channel partners to customers in the United States. Her charter is to align the Professional Support Services organization to Xerox Services strategic objectives driving growth in product and services revenue as well as assuring Xerox customers are getting the full benefit from their Xerox solutions. Building her career from the ground up, Mary started her 30+ year career with Xerox in an entry level call center position in Milwaukee Wisconsin. Since then she’s held a variety of positions in customer service, quality function deployment, technical support and services delivery assuming field management positions with broader responsibility and financial impact. In 1992 she moved to Detroit Michigan and became the District Manager, Technical Services with responsibility for a $100M annuity revenue stream. In 1998, she began a closer association with technology professional services assuming the role of Manager, Technical Operations with responsibility for all presale, implementation, integration, customer education and post sale services for the Michigan, Ohio & West Virginia Customer Business Unit. In 2001 she moved into a headquarters assignment focused on technical sales support, and has held positions with national focus in areas of professional technical sales support, professional services development and delivery and program deployment. Mary holds a Bachelor of Science degree from the University of the State of New York, and has been active with TSIA for the past 5 years. In 2007 she led a group that achieved SSPA Star Award recognition in the area of Integrated Services. She is a member of the Woman’s Alliance of Xerox and is also Xerox Lean Six Sigma Green Belt Certified having led and sponsored many successful process improvement initiatives within Xerox Services.


Wednesday 8:30 AM - 9:30 AMLocation: 203 (2nd Floor)
- Best practices in using education services to drive product adoption
- Gain an insight into new approaches in providing education services
- An understanding of the key metrics for measuring the impact of education services on product adoption
Why You Need to Attend This Session:
Come to this session to learn about intelligent usage of technology, such as cloud computing, to drive down costs, why establishing academic alliances to gain market-share and mind-share is important, and how to leverage the “self-service” model to accelerate partner readiness.
Presentation Abstract:
As technology becomes more complex, it gets harder and harder to use, resulting in under utilization of most technology purchases. How can Education Services help customers to realize the value of their purchase more quickly? How can Education Services return value to the company, by driving product adoption and usage? Come learn more about "accelerating the time to value," as our panel of education leaders discuss how Education Services bridges the gap between product purchase and usage, resulting in greater value and sustained success for all.
About Maria Manning-Chapman:
Maria has more than 25 years of education experience in the high technology industry. Her diverse knowledge of the education function spans from the fundamentals of content design, development and delivery for instructor-led, e-learning and virtual learning environments to education services strategy definition and execution. She has managed domestic and global education teams for pre-IPO as well as Fortune 500 companies. Maria is well versed in the dynamics of running an education services business and has held leadership positions in operations, virtual learning, business development, curriculum development, delivery and partner management. She has worked with many industry leading companies such as Ellie Mae, Hewlett Packard, Mercury Interactive, VERITAS and Amdahl. Maria earned a masters degree in Counseling Psychology, from Santa Clara University and an undergraduate degree in Clinical Psychology, from San Jose State University.
About Linda Moss:
Linda Moss heads up Juniper Network’s worldwide education services organization where she is responsible for the strategy, selling, development and delivery of solutions training for Juniper customers, partners, alliances and employees. Moss has over 25 years of extensive training and development experience in the global IT industry. She has worked at a number of hi-tech companies in an education capacity, most recently at BMC Software as vice president of education and Brocade Communications Systems expanding the business in both entities via alternative learning methodologies. Prior to these positions in the U.S., Moss operated a successful training and management consultancy in Europe for 10 years, providing training consultancy 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 15 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 Thom Griffith:
As the worldwide curriculum manager for HP Software Education (HPSE), Thom is primarily focused on driving innovation in education. With over twenty years of experience in the technology training industry, Thom brings a wealth of knowledge and vision to bear in his current role. Thom’s primary responsibilities include driving innovation in the development and delivery of a variety of education offerings for the global customers of HP Software products, including Instructor Led training, Virtual Instructor Led training, Online Learning, Mobile Learning, Business Simulation Training, and performance based certification programs. Prior to HPSE, Thom served as vice president of Learning Solutions and Strategies for QuickStart Technologies, Inc., the largest Microsoft Certified Learning Partner on the West Coast. Under his leadership, QuickStart was awarded the Microsoft Worldwide Training Partner of the Year for their skills assessment process and innovation.







