Schedules

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


  • Breakout 2


  • Breakout 3


  • Main Room


  • Day 1

    • 07:30 to 8:30

      Registration and Breakfast

    • 08:30 to 12:30

      Project Process - Deep Dive Training (Part 1)

      Implementing Cloud Coach for Partners (Part 1)

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

      Bring Your Own Questions

    • 12:30 to 13:30

      Lunch

    • 13:30 to 16:30

      Project Process - Deep Dive Training (Part 2)

      Implementing Cloud Coach for Partners (Part 2)

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

      Bring Your Own Questions

    • 16:30 to 17:30

      Certification Exams

    • 17:00 to 19:00

      Cocktail Reception

    Day 2

    • 08:30 to 9:00

      Breakfast

    • 09:00 to 10:30

      Keynote Keynote

    • 10:30 to 11:30

      Profitable PSA

      Common Customer Facing Use Cases for Cloud Coach Fundamentals

      PPM 101

      Using a ‘Document Strategy’ to save your team time

    • 11:30 to 12:30

      Costs, Rates, Retainers

      External Collaboration on your Projects

      5 Ways to Initiate Projects

      Resource Planning

    • 12:30 to 13:30

      Lunch

    • 13:30 to 14:30

      Revenue Recognition, Invoicing & Billing

      Common Back Office Use Cases for Cloud Coach Fundamentals

      Timelines Tips & Tricks

      Assigning Resources

    • 14:30 to 15:30

      Project Financials & Reporting

      Top 5 Time Saving Tips with Cloud Coach Fundamentals

      PPM Reporting & Analytics

      Managing Project Controls & Quality

    • 15:30 to 16:30

      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 Fundamentals to manage your customer facing use cases including marketing, customer on-boarding and customer success projects in an efficient manner.
    Day Two - User 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 - User 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

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

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

  • Learn an in depth view of how the Cloud Coach Fundamentals 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

  • 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

  • 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 an in depth view of how the Cloud Coach Fundamentals 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

  • 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 - User 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 - User 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

  • 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 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

  • 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 - 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

  • 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 - User 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 - User Cases

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