AGENDA

For this year’s Cloud Coach conference, we’ve worked hard to put together three great tracks with something to appeal to everyone in your business.

It starts with our “Industry Best Practices” track, designed for your business (non-technical) employees. This track delivers insight on the best practices being used today in business. The takeaway from these sessions will benefit even non-Cloud Coach users.

Next, our “Configuration & How To’s” track is designed for the admins and technical members of your team who want to learn how to put Cloud Coach to work for you. These configuration based sessions will focus on automation and time-saving tips and tricks.

Last, but by no means least, the “Cloud Coach Case Studies” track is designed to showcase use cases and how other companies are using Cloud Coach to bring value to their business. This track will show what is possible when you think outside the box.

Of course, you can mix and match sessions from each track to tailor your experience to best fit your specific needs.

Finally, on Day 1, for those arriving early, we have three informal Q&A sessions running where you can bring your questions and interact one on one with the Cloud Coach team.

INDUSTRY BEST PRACTICES TRACK

Improve your project delivery with a deeper understanding of project management concepts, from portfolio planning, initiation and execution through to project closure. We will also take a look at IT and business process best practices you can implement along the way.

CONFIGURATION & HOW TO’S TRACK

Learn how to leverage Salesforce configuration tools including Process Builder, approval workflows, record types, and security settings to automate and streamline your projects and delivery processes. Plus, get time-saving tricks and simplify your move to lightning.

CLOUD COACH CASE STUDIES TRACK

Expand your business use cases by learning how others are leveraging Cloud Coach to drive their day-to-day business. These sessions are designed for people who want to learn about use cases that can help their business work smarter, no matter what department they are from.
 Customer Success Open ForumConfiguration Q&A Open ForumPartner Certifications
12:00 to 16:00Start your conference experience by dropping into our Customer Success Open Forum. Ask your questions, get product advice, solve problems you may be having, and spend time one-on-one time with the Cloud Coach team.


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Feeling daunted by the switch to lightning, or have classic related configuration queries? Bring your questions to our Configuration Q&A session and our team will give you hands on advice to help solve your problems.

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For partners looking to gain Cloud Coach Certifications, we will be
holding proctored exams during the afternoon. Exams will cover our
Professional, Enterprise and Ultimate Tiers. You may attempt one or more exams
according to your interests.

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16:00 to 17:00What would you like to see next in Cloud Coach? Join us for an open round table roadmap discussion about where you would like Cloud Coach to go next.

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What would you like to see next in Cloud Coach? Join us for an open round table roadmap discussion about where you would like Cloud Coach to go next.

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What would you like to see next in Cloud Coach? Join us for an open round table roadmap discussion about where you would like Cloud Coach to go next.

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17:00 to 19:00Welcome Reception
 
INDUSTRY BEST PRACTICES TRACK

Best for Business Users
CONFIGURATION & HOW TO’S TRACK

Best for Admins
CLOUD COACH CASE STUDIES TRACK

Great for Everyone
8:30 to 9:45Keynote
10:00 to 10:45
The Criticality of IT Governance

 

Why good governance is crucial for your business

This session focuses on the processes that ensure the effective and efficient use of IT in enabling an organization to achieve its goals. Governance is a business investment decision-making and oversight process, and it is a business management responsibility.

 


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Securing Your Castle

 
Do my sales execs need to see support projects? Who should control Project Templates? How do I hide Cost fields from my marketing team?

In this session, we discuss common use cases and solutions for project visibility and how to make Salesforce security work for your business needs.

 

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Advanced Rating & Billing for Professional Services

 

As a forward-thinking services department, you want to make sure you have best of breed processes in place.

In this session, we will show you how Cloud Coach rating, retainers, and revenue recognition can make a positive impact on your bottom line.

 

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11:00 to 11:45
Project or BAU?

 

When does a piece of work require a project or fall into the Business As Usual category?

In this session we will look how to identify and categorize work, how to determine what falls into the BAU category and ways to manage both types of work across your team.

 

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The Hidden Power of Record Types

 
Managing multiple departments with different needs?

In this session, we discuss the secret power of record types and show you how to configure your project tasks, tickets, and resource requests to match unique needs for all of your business units. Learn how to configure and control side panels, make specialized quick entry options for tickets, and control which PTO options are available to your users.

 

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Upcoming Attractions

 

New capabilities are coming soon.

In this session, we will focus on a transformational capability coming to Cloud Coach with the March 2018 release. If you're interested in improving your business efficiency, you won't want to miss this session.

 

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12:00 to 13:30Lunch
13:30 to 14:15
Planning at the Portfolio Level

 

What projects will provide us the most value?

In this session, we will look how to collect ideas for business improvement, organize them into portfolios of work, and perform the necessary analysis to make the best decisions for your organization.

 

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Automating for Efficiency

 
Leverage automation tools to speed up project creation, management, and resourcing.

In this session, we cover how to improve your efficiency by auto-creating projects, sending out custom alerts on health changes, tagging users with automatic chatter updates, and maximizing user experience with customized workflows.

 

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Delivering WITH your Customers

 

Whether you're onboarding new clients, or delivering new capabilities for existing customers, managing your communications with them is key.

In this session, we look at the different ways Cloud Coach lets you interact with clients during a project.

 

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14:30 to 15:15
Initiating Your Project

 

What defines or authorizes your project to start?

In this session, we will look at the value of creating a project charter, identifying who your project stakeholders are, and how to establish communication plans for your project.

 

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Learning to Leverage Lightning (I)

 
Tips & tricks for bringing Cloud Coach into the Lightning experience

In this session, we discuss how to customize home pages based on user profile, build project paths with guidance, create user notes, and leverage real-time analytics and Lightning reports. These are just a few of the benefits of bringing Cloud Coach into Salesforce Lightning. Join us for the first of a two-part series, and learn to get the most out of your Salesforce Lightning experience.

 

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Wizardry Resourcing

 

Different organizations have different resourcing needs.

In this session, we look at the different resource methodologies in Cloud Coach and which methodology makes the most sense to your business. We will also be taking a look at the upcoming resource enhancements.

 

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15:30 to 16:15
Creating Smart Schedules

 

What order should tasks be completed in and how is order determined?

In this session, we focus on creating a project management plan to provide detailed information regarding scheduling and execution. Documents included may define scope, requirements, and work breakdown structures (WBS) to better inform schedule creation and make execution more efficient.

 

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KPI Reporting for your Execs

 
Create gorgeous dashboards and reports that highlight your project information.

In this session, we discuss our favorite tricks for creating custom project reports and dashboards, including highlighting the hidden features of the Salesforce reporting engine. We'll also answer the age-old question of "Who really needs Joined Reports?"

 

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Measuring & Managing Utilization

 

To grow your business efficiently, optimized utilization of your teams is mission-critical.

In this session, we look at two types of resource utilization your business should be measuring.

 

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16:15 to 18:15Cocktails and Networking
 
INDUSTRY BEST PRACTICES TRACK

Best for Business Users
CONFIGURATION & HOW TO’S TRACK

Best for Admins
CLOUD COACH CASE STUDIES TRACK

Great for Everyone
8:30 to 9:15
Resource Management

 

How do you determine who has the time and experience needed for your project?

This session focuses on managing a project's most valuable resources - the people who work on them. We will discuss considerations and methods to assemble a team that has the right combination of availability and skill to complete work on-time and on-budget.

 

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Mastering Flows & Approvals

 

Projects, approvals, and visual workflow - a match made in heaven.

In this session, we explore how to create customized paths that will guide users through resourcing and project setup; auto-launching approvals, routing them through queues and management chains; and how to traverse the Cloud Coach data model for quick automation.

 

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Managing Projects with Stage Gates

 

Create gorgeous dashboards and reports that highlight your project information.

In this session, we discuss our favorite tricks for creating custom project reports and dashboards, including highlighting the hidden features of the Salesforce reporting engine. We'll also answer the age-old question of "Who really needs Joined Reports?"

 

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9:30 to 10:15
Costings & Earned Value

 

What is the value of a project before, during, and after completion?

In this session, we cover measurements of estimated and actual costs and benefits, common analysis outputs, and their applications.

 

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Learning to Leverage Lightning (II)

 

Part 2 of our tips & tricks for mastering Salesforce Lightning

In this session, we walk users through best practices for creating project pages and streamlining Cloud Coach navigation, branding Lightning pages to match your business departments, and discuss how to utilize Lightning components for a seamless desktop and mobile experience.

 

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Super-Charging Your Reports

 

Getting the right reports at the right time can be critical to your business.

In this session, we look at building complex reports, representing report information in management dashboards, and how to take advantage of the next-level reports available with Einstein Reporting.

 

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10:30 to 11:15
Connecting IT Service Management and Projects

 

IT organizations are often pulled in multiple directions.

In this session, we look at how IT service management and project management can work hand in hand. Whether it's converting incidents or service requests into project work, combining project outcomes into changes, or needing to track time across all IT activity for a clearer picture.

 

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Projects on the Go

 

Have a team that likes to work on their mobile devices?

In this session, we cover how to navigate Cloud Coach within the Salesforce mobile app, and show you the kind of information you can display to users on the go.

 

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Aligning Demand Intake to your Strategic Goals

 

Getting the right reports at the right time can be critical to your business.

In this session, we look at building complex reports, representing report information in management dashboards, and how to take advantage of the next-level reports available with Einstein Reporting.

 

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11:15 to 12:30Lunch
12:30 to 13:15
Scope, Schedule & Risk

 

How do you identify what is and is not included in a project?

In this session, we cover how defining scope determines what activities to include in the schedule and how adding new requirements adds risk. We’ll also discuss using monitoring and controlling to mitigate risk.

 

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Birds Eye View with Einstein Analytics

 

Have you heard about Einstein Analytics, but you're not sure how to leverage it?

In this session, we look at how Einstein Analytics is different from traditional Salesforce reporting, what extra metrics they can provide, and give you an introduction to building Einstein Analytics of your own.

 

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Customer Onboarding for Success

 

Giving your customer a great experience during onboarding is a win-win for everyone.

In this session, we share how you can leverage automation with best practice templates to get your projects started right. Plus, learn how to use task assignments to get live project updates that you can share with clients in real time.

 

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13:30 to 14:15
Process Improvement

 

Process improvement is an everyday task.

In this session, we focus on the importance of business process definition and improvements. We will show you how to map out your business processes and run an iterative ongoing improvement process that will benefit your entire organization.

 

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Upcoming Attractions

 

New capabilities coming soon.

In this session, we focus on how to configure Cloud Coach for your business needs and share details of a transformational capability being added to Cloud Coach in our March 2018 release. If you're an admin, you're not going to want to miss this session.

 

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Integrating Mission Critical Applications

 

Your business utilizes many mission-critical applications including your CRM, accounting systems, development tools, and more.

In this session, we discuss how having a seamless flow of data between your tools and Cloud Coach will make your teams more efficient and drive cost benefits for your business.

 

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14:30 to 15:15
Project Knowledge & Closure

 

How do you know when the project is complete? A project is complete when the requirements are met, but it’s closed when success is determined, process is documented, and product is signed-off.

In this session, we will talk about the mechanisms that bring a project to completion, document lessons learned, and gain sponsor approval of closure.

 

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Internal Team Collaboration

 

Successful projects are delivered by teams, not individuals.

In this session, we look at how you can use the collaboration tools inside of Cloud Coach to keep your whole team on the same page, and aligned with delivering the outcomes your business needs.

 

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Projects,
Field Service,
& Asset Management

 

When it comes to large infrastructure projects there is a lot to
consider. In this session we will examine how the relationship between
projects, field service, and asset management can help you
successfully deliver large scale capital projects, for industries
including oil and gas, telco, and construction.

 

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