Schedules-old

Monday 16th September & Tuesday 17th September 2019
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  • Breakout 1


  • Breakout 2


  • Breakout 3


  • Breakout 4


  • Main Room


  • Day 1

    • 08:30 to 9:30

      Registration and Breakfast
    • 09:30 to 12:30

      Project Process - Deep Dive Training (Part 1)

      Cloud Coach Starter & Professional - Deep Dive Training (Part 1)

      PPM Process - Deep Dive Training (Part 1)

      Implementing Cloud Coach for Partners (Part 1)

    • 12:30 to 13:00

      Lunch
    • 13:00 to 17:00

      Project Process - Deep Dive Training (Part 2)

      Cloud Coach Starter & Professional - Deep Dive Training (Part 2)

      PPM Process - Deep Dive Training (Part 2)

      Implementing Cloud Coach for Partners (Part 2)

    • 17:00 to 18:00

      Cloud Coach Project Administrator - Optional Certification Exam

      Cloud Coach Professional Administrator - Optional Certification Exam

      Cloud Coach PPM Administrator - Optional Certification Exam

      Cloud Coach Solutions Consultant - Certification Exam (*Prerequisites apply)

    • 18:00 to 19:00

      Cocktail Reception

    Day 2

    • 08:30 to 9:00

      Breakfast
    • 09:00 to 10:00

      Keynote Keynote

    • 10:00 to 11:00

      Profitable PSA

      Common Customer Facing Use Cases for Cloud Coach Starter

      PPM 101

      Using a 'Document Strategy' to save your team time

    • 11:00 to 12:20

      Costs, Rates, Retainers

      External Collaboration on your Projects

      Prioritizing Demand Intake

      Resource Planning

    • 12:00 to 13:00

      Lunch
    • 13:00 to 14:00

      The 4 Methods of Revenue Recognition

      Using a 'Meeting Strategy' to save your team time

      5 Ways to Initiate Projects

      Assigning Resources

    • 14:00 to 15:00

      Invoicing & Billing

      Common Back Office Use Cases for Cloud Coach Starter

      Timelines Tips & Tricks

      Managing Project Controls

    • 15:00 to 16:00

      Project Financials & Reporting

      Top 5 Time Saving Tips with Cloud Coach Starter

      PPM Reporting & Analytics

      Project Quality Planning

    • 16:00 to 17:00

      Blue Sky

      Roadmap Wish List
  • Designed for Cloud Coach Partners and others who are implementing Cloud Coach, in this session we will cover how Cloud Coach runs its implementations of Cloud Coach and identify best practices that you can follow in your own implementations of Cloud Coach.
    Day One - Training

  • Learn how to use Cloud Coach starter to manage your customer facing use cases including marketing, customer on-boarding and customer success projects in an efficient manner.
    Day Two - Use Cases

  • Delivering your Projects often involves collaborating with people outside your organization, in this session we will look at ways you work with third parties and communities to make your Projects successful.
    Day Two - Use Cases

  • Designed for Cloud Coach Partners and others who are implementing Cloud Coach, in this session we will cover how Cloud Coach runs its implementations of Cloud Coach and identify best practices that you can follow in your own implementations of Cloud Coach.
    Day One - Training

  • Building a best practice meeting strategy for your business can pay big dividends in time and cost saving. In this session learn to leverage meeting templates, automation and follow up reporting
    Day Two - Use Cases

  • Learn how to use Cloud Coach starter to manage your back office use cases including Salesforce administration backlog, and your IT projects in an efficient manner.
    Day Two - Use Cases

  • Discover 5 of the nest time saving tips that you can deploy with Cloud Coach Starter including automation, templates and best practices for your team to follow.
    Day Two - Use Cases

  • Learn an in depth view of how the ‘PPM Process’ in Cloud Coach fits together, how you can configure Cloud Coach to your specific needs and what are the key items for consideration when designing solutions to your business requirements.
    Day One - Training

  • Learn the basics of Project Portfolio Management (PPM) and how to leverage Cloud Coach Ultimate within your organization to get your PMO jump started.
    Day Two - Use Cases

  • Find out how to manage demand intake and prioritize investments within your portfolio using what if analysis and simulations, to visualize the best ROI for your organization.
    Day Two - Use Cases

  • Learn an in depth view of how the ‘PPM Process’ in Cloud Coach fits together, how you can configure Cloud Coach to your specific needs and what are the key items for consideration when designing solutions to your business requirements.
    Day One - Training

  • Managing the timelines and schedules of your projects is critical to keeping your stakeholders happy. In this session learn tips and tricks to keep your timelines on track including managing adjustments based on change controls and best practices for reporting.
    Day Two - Use Cases

  • Collecting data is one thing, presenting it in a visual manager that your executives can use to make key decisions is another. This session will show you how to create reports, dashboards and einstein analytics that dazzle.
    Day Two - Use Cases

  • Learn an in depth view of how the Cloud Coach Starter and Professional Tiers fit together, how you can configure Cloud Coach to your specific needs and what are the key items for consideration when designing solutions to your business requirements.
    Day One - Training

  • Building a best practice meeting strategy for your business can pay big dividends in time and cost saving. In this session learn to leverage meeting templates, automation and follow up reporting.
    Day Two - Use Cases

  • Learn strategies for resource planning across your organization, including skills management, hard vs soft bookings and how to leverage automation to better plan to meet upcoming needs.
    Day Two - Use Cases

  • Learn an in depth view of how the Cloud Coach Starter and Professional Tiers fit together, how you can configure Cloud Coach to your specific needs and what are the key items for consideration when designing solutions to your business requirements.
    Day One - Training

  • Discover the many ways in Cloud Coach that you can assign resources to work you need completing, ranging from self assignment to skills based and time base assignments.
    Day Two - Use Cases

  • Learn about project controls and the best practices for managing them in all shapes and sizes related to your project, including issue tracking, risk mitigation and handling change management.
    Day Two - Use Cases

  • Keeping your project quality on track, leads to better final deliverables for your business. In this session learn best practices for project quality planning and management.
    Day Two - Use Cases

  • Grab time with one of the Cloud Coach team to run through questions that you have specific to your implementation of Cloud Coach. This session is designed as an open Q&A for sharing common problems and finding collective solutions.
    Day One - Training

  • Grab time with one of the Cloud Coach team to run through questions that you have specific to your implementation of Cloud Coach. This session is designed as an open Q&A for sharing common problems and finding collective solutions.
    Day One - Training

  • Learn an in depth view of how the ‘Project Process’ in Cloud Coach fits together, how you can configure Cloud Coach to your specific needs and what are the key items for consideration when designing solutions to your business requirements.
    Day One - Training

  • Discover an overview of how to manage your PSA business inside of Cloud Coach, using effective resource management & utilization techniques, rating, billing and revenue recognition.
    Day Two - Use Cases

  • Learn the different ways you can track labour costs and rates in your business, learn which one might work best for your business and how to link them to retainer management.
    Day Two - Use Cases

  • Learn an in depth view of how the ‘Project Process’ in Cloud Coach fits together, how you can configure Cloud Coach to your specific needs and what are the key items for consideration when designing solutions to your business requirements.
    Day One - Training

  • Learn the four different ways in which revenue can be recognized against your project and how you can implement them in your Cloud Coach.
    Day Two - Use Cases

  • Discover best practices for invoicing and billing, how and when invoices should be pushed to finance along with how to handle billing in multiple currencies.
    Day Two - Use Cases

  • Whether you’re planning and executing your project budget in a single or multiple currencies learn how to leverage Cloud Coach for forecasting, earned value metrics and all your other reporting needs.
    Day Two - Use Cases

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