Schedules

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


  • Breakout 2


  • Main Room


  • Day 1

    • 07:30 to 8:30

      Registration and Breakfast

    • 08:30 to 12:30

      Implementing Cloud Coach, Part 1

      Project Process - Cloud Coach Certification Training, Part 1

      Bring Your Own Questions

    • 12:30 to 13:30

      Lunch

    • 13:30 to 16:30

      Implementing Cloud Coach, Part 2

      Project Process - Cloud Coach Certification Training, Part 2

      Bring Your Own Questions

    • 16:30 to 17:30

      Certification Exams

    • 17:00 to 19:00

      Networking & Cocktail Reception

    Day 2

    • 08:00 to 9:00

      Breakfast

    • 09:00 to 10:30

      Keynote Keynote - Peter Lee, CEO

    • 10:30 to 11:30

      Profitable PSA

      5 Ways to Initiate Projects

      Using a ‘Document Strategy’ to Save Your Team Time

    • 11:30 to 12:30

      Rates, Rate Cards, & Retainers

      PPM 101

      Resource Planning

    • 12:30 to 13:30

      Lunch

    • 13:30 to 14:30

      Revenue Recognition, Invoicing & Billing

      Timelines Tips & Tricks

      Assigning Resources

    • 14:30 to 15:30

      Project Reporting

      Running Agile in Cloud Coach

      Managing Project Controls & Quality

    • 15:30 to 16:30

      Blue Sky Roadmap Wish List

  • 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. Includes opportunity for Cloud Coach Certification at the end of the day.
    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. Includes opportunity for Cloud Coach Certification at the end of the day.
    Day One - Training

  • Explore the different ways teams of every size create projects, including service delivery, opportunity management, and full-scale project requests and demand intake.
    Day Two - User Cases

  • 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 - User Cases

  • An in-depth look at the Timelines functionality in Cloud Coach, including best practice approaches to utilizing Gantt Charts, task lists, Phase groupings, and navigating effortlessly through schedules across multiple projects in seconds.
    Day Two - User Cases

  • Learn how to run an Agile workflow in Cloud Coach, including leveraging phases for sprints, task Kanban boards, pickup queues for work, and user story tickets.
    Day Two - User Cases

  • Grab time with one of the Cloud Coach Team Members 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

  • Building a best practice document 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 - User 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 - User Cases

  • Grab time with one of the Cloud Coach Team Members 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

  • 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 - User 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 - User Cases

    • 8:30 AM - 10:30 AM - How Does Cloud Coach Implement Cloud Coach?
    • 10:30 AM - 11:30 AM - 5 Most Common Requirements for Implementation
    • 11:30 AM - 12:30 PM - 5 Unique Requirements for Implementation

    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 implementation of Cloud Coach.

    Day One - Training

  • Discover how to manage your PSA business inside of Cloud Coach, using effective cost and benefits tracking, Earned Value Metrics, and project margin reports for true visibility into your project’s profitability.
    Day Two - User 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 - User Cases

    • 01:30 PM - 02:30 PM - Working with External Resources During Implementation
    • 02:30 PM - 03:30 PM - How to Demo Cloud Coach
    • 03:30 PM - 04:30 PM - Cloud Coach Q&A

    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 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 - User Cases

  • Discover best practices to optimize your project reports utilizing dashboards, the Salesforce reporting engine, custom status reports, and Einstein Analytics.
    Day Two - User Cases

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