TDX CONVERGE JUNE 10-12, 2019 l MINNEAPOLIS, MN - The Right Fit for Higher Education
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TDX CONVERGE
l
JU N E 10- 12, 2019 M IN N EA PO L I S, MN
The Right Fit for Higher Education
WHY WE HOST OUR CLIENT SUMMIT
JUNE 10 – 12, 2019 | Minneapolis, MN
Each year, we host hundreds of TDX customers for a multi-day client summit and each year
www.tdxconverge.com
we look forward to this event above all others. Why? We love the opportunity to interact with
our clients face to face. Collaborating with you is what makes TDX successful. Simply said, our
customers are the reason why TDX continues to grow.
This event will draw over 300 attendees to share best practices, emerging trends, and fresh
ideas. The program has been built by our customers—your peers. This year we have three core
“ In our busy world of
work, we often forget the
tracks in the main program as well as a CIO track. importance of being in a
The vast majority of our summit content is provided by your peers. It is this sharing of live face-to-face setting with
experiences that really allows our customers to thrive. We will also be hosting several sessions others. TDX CONVERGE is a
focused on big advancements in our platform. This is a not-to-miss year! good opportunity to do
just that. There is always
Sincerely, something new to learn.”
The TDX Team -Tom Pagano, CIO
Johnson County Community College
TDX CONVERGE 2019 | CLIENT SUMMIT
Agenda at a Glance
June 10 – Monday
10:00 a.m. – 12:00 p.m. Pre-Conference Workshops
12:00 p.m. – 1:30 p.m. Team Building with Lunch
2:00 p.m. – 5:30 p.m. General Session
5:30 p.m. – 7:30 p.m. Networking Reception
June 11 – Tuesday
7:00 a.m. – 8:30 a.m. Breakfast
8:30 a.m. – 12:30 p.m. Breakout Sessions
12:30 p.m. – 2:00 p.m. Networking Lunch
2:00 p.m. – 5:30 p.m. Breakout Sessions
6:00 p.m. – 10:30 p.m. Customer Appreciation Dinner
June 12 – Wednesday
7:00 a.m. – 9:00 a.m. Breakfast
9:00 a.m. – 12:30 p.m. Breakout Sessions
12:30 p.m. – 2:00 p.m. Networking Lunch
McNamara Alumni Center
University of Minnesota
2:00 p.m. – 3:30 p.m. Breakout Sessions
The McNamara Alumni Center at the University
of Minnesota’s Twin Cities campus in Minneapolis,
Minnesota is one of the more architecturally striking
buildings in the Twin Cities.
JUNE 10-12 | MINNEAPOLIS, MN
Education as the Great Enabler
Keynote Speaker
JAIME CASAP l EDUCATION EVANGELIST l GOOGLE
Jaime Casap is the Education Evangelist at Google. Jaime evangelizes the power
and potential of technology and the web as enabling and supporting tools.
Jaime collaborates with school systems, educational organizations, and leaders
around the world focused on building innovation into our education policies and
practices. He speaks on education, technology, innovation, and Generation Z,
at events around the world.
TDX CONVERGE 2019 | CLIENT SUMMIT
DAY 1: MONDAY, JUNE 10
10:00 a.m. – 12:00 p.m. Pre-Conference Workshops*
Want to get a jump start on TDX CONVERGE? We’re offering three in-depth, two-hour workshops that
are designed to give your conference experience a head start - literally! Pre-registration is required
for these workshops and space for each is limited to 40 people.
• Building Advanced Workflows
• ESM Expansion: Facilitating Communications & Training
• Process Consulting: IT Governance, Project Prioritization, & Budgeting
12:00 p.m. – 1:45 p.m. Team Building – IMPACT 4 GOOD*
Join us as we give back to the community with this
interactive team activity.
2:00 p.m. – 5:30 p.m. General Session
• Keynote - Education as the Great Enabler
JAIME CASAP l EDUCATION EVANGELIST l GOOGLE
• TDX Strategic Vision – Convergence
ANDREW GRAF | CHIEF PRODUCT STRATEGIST | TEAMDYNAMIX
• CIO Panel – What’s on Deck for 2020?
5:30 p.m. – 7:30 p.m. Networking Reception — McNamara Alumni Center
*includes bag lunch
“ You all did an awesome job at putting this huge event together. I really did not want it to end, it was informative, collaborative,
and comfortable. As always, I left the conference with a ton of ideas on how I can further use TeamDynamix to make some really
great improvements to our campus.”
- Billie Herman, Humboldt State University
California State University System
JUNE 10-12 | MINNEAPOLIS, MN
DAY 2: TUESDAY, JUNE 11
7:00 a.m. – 8:30 a.m. Networking Breakfast - McNamara Great Hall
Leadership & Strategy Operational Excellence Technical & Administration
Building a Mature Project From Chaos to Order:
Right-Sizing Your
Management Model Asset Management
8:30 a.m. – 9:30 a.m. Project Plans
Bowling Green TDX Engineering Team
Johnson County CC
State University Loyola University Maryland
Resource Planning & ITSM Open Forum
9:30 a.m. – 10:30 a.m. Tracking: Best Practices TDX Technical
Montana State University Services Team
10:30 a.m. – 11:00 a.m. Networking Break
Making ESM a Reality: Advanced Workflow Building:
Three Practical Steps Two Stories of Sophisticated
11:00 a.m. – 12:30 p.m. UNC – Wilmington Mapping & Execution
Idaho State University Idaho State University
North Carolina Central University West Virginia University
12:30 p.m. – 2:00 p.m. Networking Lunch
Two Stories of Change
Creating a Stellar PMO: 250 Tickets in 4 Minutes:
Management &
Key Building Blocks Webhooks & Integration
2:00 p.m. – 3:00 p.m. IT Maturity
Dalhousie University Cedarville University
University of Georgia
Tufts University TDX Engineering Team
Nova Scotia CC
3:00 p.m. – 4:15 p.m. TDX Solution Showcase
4:15 p.m. – 4:30 p.m. Networking Break
Integration Strategy: Advanced Dashboards
Portal Showcase:
Practical Examples & Reporting
4:30 p.m. – 5:30 p.m. Innovative Portal Designs &
TDX Technical Loyola University Maryland
Best Practices for Adoption
Services Team TDX Product Team
6:00 p.m. – Evening
CUSTOMER APPRECIATION DINNER - ARIA MINNEAPOLIS
Event Departures
CIO Track
The CIO Track is open to all CIOs. The program for this track will focus on key trends and
8:30 a.m. – 5:30 p.m.
sharing best practices. CIOs may attend any main programming sessions as well as this
specialized CIO Track. Details for this track will be furnished under separate cover.
TDX CONVERGE 2019 | CLIENT SUMMIT
DAY 3: WEDNESDAY, JUNE 12
7:00 a.m. – 9:00 a.m. Networking Breakfast - McNamara Great Hall
Leadership & Strategy Operational Excellence Technical & Administration
ESM: Going from One Size Does Not Fit All:
Crawl to Walk to Run Project Methodologies Admin Tips & Tricks
9:00 a.m. – 10:30 a.m.
Troy University Touro College TDX Engineering Team
Metropolitan State University Ithaca College
10:30 a.m. – 11:00 a.m. Networking Break
Culture Eats Strategy Moving from
for Breakfast Time Tracking to Using TDX For Testing
11:00 a.m. – 11:45 a.m.
Ithaca College Resource Planning Palm Beach State College
TDX Professional Services Road Scholar
Service Acceptance Criteria
11:45 a.m. – 12:30 p.m. as an ITIL Concept Stay Tuned! Stay Tuned!
Miami University
12:30 p.m. – 2:00 p.m. Networking Lunch
Leveraging TDX for Apply Lean Principals to
PPM Open Forum
Advancement Services Knowledge Base Design
2:00 p.m. – 3:00 p.m. TDX Technical
The University of Michigan Technological
Services Team
Cincinnati Foundation University
3:00 p.m. – 3:30 p.m. Wrap Up
JUNE 10-12 | MINNEAPOLIS, MN
Customer Appreciation Dinner
JUNE 11, 2019
6:30 p.m. – 10:30 p.m.
ARIA MINNEAPOLIS
TDX CONVERGE 2019 | CLIENT SUMMIT
Session Descriptions
Pre-Conference Workshops Leadership & Strategy CULTURE EATS STRATEGY FOR BREAKFAST
BUILDING ADVANCED WORKFLOWS BUILDING A MATURE PROJECT Picking the right product is critical, having talented
MANAGEMENT MODEL people is a must, but you can’t win without an open,
This is a practical workshop that will focus on building creative culture. Ithaca College approached their TDX
complex workflows and integrations with other BGSU matured its project management process implementation as a cultural change as much as it was
applications. TDX experts will walk you through the from a loose set of guidelines into a formalized a technology change. Learn the cultural characteristics
thought process and practical steps taken to build and institutionally accepted set of standards, it sought to change, such as embracing continuous
workflows with multiple variables and logic. This session expectations, and outcomes. Hear how BGSU took care improvement and encouraging flexibility, collaboration,
will also touch upon integrations to third-party systems, when configuring TDX to accommodate the university’s and communication.
including the TDX API library. current and desired project intake process by designing
controls, reports, dashboards, workflows, and meetings SPEAKERS:
SPEAKER: to match its executives’ expectations. CHRISTINE DAVIE, Project Manager/BA, Ithaca College /
TeamDynamix
KAREN SUNDERLAND, Service Desk Coordinator, Ithaca College
SPEAKERS:
ENTERPRISE SERVICE MANAGEMENT:
FACILITATING COMMUNICATION & TRAINING ADAM PETREA, System Analyst, Bowling Green State ENTERPRISE SERVICE MANAGEMENT:
University / BRIDGET PLACE, System Analyst, Bowling GOING FROM CRAWL TO WALK TO RUN
Green State University
Learn how others have successfully rolled out TDX to
other departments. This includes using pre-configured A tale of two universities that decided to roll
applications for groups, such as HR and Facilities, CREATING A STELLAR PMO: service management out across campus. Over 20
formulating communication plans, and training KEY BUILDING BLOCKS departments use TDX at Troy University. Hear their
programs. Deborah Dobbe, Project Manager at Idaho experiences across a variety of difficulties and successes.
State University, will present a case study that illustrates Lead the charge to a more mature PMO at your Metropolitan State has also completed a campus-wide
how ISU rolled out TDX to other departments such institution! Hear how Dalhousie University is building rollout, and you’ll learn how it leveraged the ITIL service
as Legal, Public Safety, and more! processes, standards, a new governance model, resource lifecycle to help benefit all groups across campus.
planning, and more—with TDX at the core of those
SPEAKER: changes. Also, discover how Tufts University is using SPEAKERS:
TeamDynamix tickets for PPM intake and technology purchase reviews, VANESSA MAULDEN, eSystems Analyst I, Troy University /
including how they leverage workflow and manage the AMIE PSARUDAKIS, eSystems Analyst II, Troy University / SARA
PROCESS CONSULTING: IT GOVERNANCE, solution review process. SOLLAND, Director of Service Management, Metropolitan
PROJECT PRIORITIZATION, & BUDGETING State University / STEVE REED, VP & CIO, Metropolitan
SPEAKERS: State University
TDX Process Consulting offers a workshop on IT HEATHER FRASER, Director, Project & Portfolio Management
governance, project prioritization, and budgeting. This Office, Dalhousie University / CASSIE GUINAN, Project &
workshop includes a discussion of frameworks and best Portfolio Coordinator, Dalhousie University / BRIAN MILLER,
practices. Manager, Project Services, Tufts University
SPEAKER:
TeamDynamix
JUNE 10-12 | MINNEAPOLIS, MN
LEVERAGING TDX FOR SERVICE ACCEPTANCE CRITERIA MOVING FROM TIME TRACKING
ADVANCEMENT SERVICES AS AN ITIL CONCEPT TO RESOURCE PLANNING
Give institutional advancement efforts the support Focus your next rollout using ITIL’s Service We track our time. We track our everyday work. We
they need. Learn how the University of Cincinnati Acceptance Criteria. Miami University will share its track our projects. We create estimates. We plan our
Foundation uses TDX to improve its business process, process for collecting project requests, investigating and portfolio. But what’s next? Road Scholar is bringing it
work together across departments, and ultimately prioritizing those requests, and balancing them against all together using the TDX Resource Management and
provide the necessary support to help reach its the “fixed schedule” work that IT does to keep the lights Capacity Planner tools. Here’s how they built it out, got
fundraising goals. Learn how they work across on. See a demonstration of an application that visualizes buy-in from stakeholders, and used their data to move
departments to translate processes into services, the project portfolio and allows for making visual edits toward operational excellence.
resulting in increases in efficiency and transparency. as a governing body.
SPEAKERS:
SPEAKERS: SPEAKER: KRISTA BUCKLAND REISNER, IT Project Manager, Road Scholar
ANNE KUJAWA, IT Analyst, The University of Cincinnati JEFFERY TOADDY, IT Service Management Coordinator, / KATIE INGALLS, AVP, IT Planning & Project Management,
Foundation / KEVIN STANTON, Director of IT, The University Miami University Road Scholar
of Cincinnati Foundation
ONE SIZE DOES NOT FIT ALL: PROJECT
Operational Excellence MANAGEMENT METHODS & USE CASES
RESOURCE PLANNING & TRACKING:
BEST PRACTICES MAKING ENTERPRISE SERVICE MANAGEMENT Deliver on mission-critical business objectives by
A REALITY: THREE PRACTICAL STEPS improving efficiency, developing a collaborative
Gain visibility into resource constraints while culture, and gaining greater visibility into the project
streamlining time tracking efforts in the process. ITSM isn’t just for IT anymore! UNCW will highlight the portfolio. Learn how the PMO at Touro College used
Learn how Montana State University has implemented strategy it’s using to identify, indoctrinate, and include TDX to implement a hybrid approach to technology
resource planning and tracking in TeamDynamix for its other groups on campus within TDX and how it’s helping projects using both Waterfall and Agile methodologies.
large enterprise projects and smaller business support to revitalize business processes using ITSM strategies. Learn how Ithaca College uses the TDX Card Wall to keep
projects and see Planned vs Actual reports compiled PSBC will share how it’s bringing IT concepts into other project and IT teams in sync.
from several months of real-world usage data. business departments by speaking their language and
more. NCCC will walk through its journey of adding three SPEAKERS:
SPEAKER: departments to TDX and creating individual applications MARIE CARIANNA, Director, PMO for Technology, Touro College
KAREN SCHMIDT, Portfolio Management Office Lead, for them. / ELLEN SERRANO, Senior Project Manager, Touro College /
Montana State University CHRISTINE DAVIE, Project Manager/BA, Ithaca College
SPEAKERS:
JONATHAN GRAVES, IT Application Specialist, UNC-Wilmington
/ KARA FARMER, ITSM Program Manager, UNC-Wilmington /
AMANDA CANEVARI, IT Service Desk Supervisor, Palm Beach
State College / JENNIFER JONES, Project Manager, North
Carolina Central University
TDX CONVERGE 2019 | CLIENT SUMMITRIGHT-SIZING YOUR PROJECT PLANS report designs and learn how they’ve matured and what FROM CHAOS TO ORDER: ASSET MANAGEMENT
they’ve learned so far, including how data extraction
Right-sizing your project is critical to success. Whether played a key role in their implementation process. Control the chaos and restore order to your assets!
you choose a basic plan with strong collaboration or a Before moving to TDX, Loyola University Maryland
structured plan with milestones and defined roles, using SPEAKERS: used several different ticketing systems that lacked
the right building blocks will help your project teams PETER FARRELL, Director of Client Operations, Loyola asset management capabilities and instead relied on
reach goals on time with happy stakeholders. JCCC University Maryland / TOM BREINER, Assistant Director of spreadsheets to track the assets on campus. Find out
will share best practices for pairing factors such as size, Client Operations, Loyola University Maryland how they inventoried their entire campus and
resources, and impact with tools that will set your team developed processes to keep it up to date during
up for success. ADVANCED WORKFLOW BUILDING: their TDX implementation.
TWO STORIES OF SOPHISTICATED
SPEAKER: MAPPING & EXECUTION SPEAKERS:
TAMMIE HOLMES, Senior Project Manager, Johnson County GINA GRAFFIOUS, Manager – IT Financials and Procurement,
Community College Advanced and complex workflows can create Loyola University Maryland / ANTHONY FORTE, Sr. System
tremendous efficiency and collaboration. Learn Analyst, Loyola University Maryland
TWO STORIES OF HOW CHANGE how you can make this a reality for your organization.
MANAGEMENT IMPROVED IT MATURITY Hear from two institutions as they discuss conditional USING TDX FOR TESTING
tasks, approval tasks, branch steps, collector steps,
Change management is an integral part of any web methods, custom web authentication, automated Are you using TDX for testing? If not, you should!
successful ITSM program. In fact, your boss is probably emails, approval tasks, inter-application tickets, multiple Learn the blueprints and narrative for how the team at
expecting you to roll it out any day now. Let experienced conditional simultaneous branches, data validation Palm Beach State College has configured applications
change management practitioners from Nova Scotia loops, and more. in TeamDynamix to be the perfect testing tool for Unit
Community College and the University of Georgia walk testing, User Acceptance testing, and Regression testing
you through how they’ve successfully collaborated with SPEAKERS: of changes to its ERP system.
a variety of stakeholders to develop and implement their ROBERT HOWE, IT Systems Integration Analyst, Idaho State
change management process using TeamDynamix. University / KATHY HOLMAN, ITSM & PM Admin, West Virginia SPEAKER:
University / CASSANDRA RINKER, West Virginia University JOHN JOHNSON, Assistant Director & Technical Project
SPEAKERS: Manager, Palm Beach State College
ERIN TRAMBLE, IT Service Management Lead, Nova Scotia APPLY LEAN PRINCIPALS TO
Community College / ANGELA MCCARTHY, Manager, Digital KNOWLEDGE BASE DESIGN 250 TICKETS IN 4 MINUTES:
Innovation and Technology, Nova Scotia Community College / WEBHOOKS & INTEGRATION
GARY PITMAN, IT Manager, University of Georgia Are you ready to get Lean? (Lean IT, that is.) Learn
how the team at Michigan Technological University Like many schools, Cedarville University refreshes
applies Lean IT principles for organizing and maintaining computers every summer. This year, CU captured the
Technical & Administration its knowledge base, and how it’s expanding the work for each refresh in its own ticket and created of a
TeamDynamix KB and project management platform spreadsheet using APIs. This is just one of the interesting
ADVANCED DASHBOARDS & REPORTING to other groups across campus. uses in which CU put the TeamDynamix APIs to work.
Come see practical examples and sample code to help
Get your dashboards ready for the spotlight! Loyola SPEAKER: you automate your workload management.
University Maryland recently implemented TDX and its BRIAN HUTZLER, Assistant Project Manager, Michigan
desktop designs are already being shared with other Technological University SPEAKER:
institutions. Check out their desktop, dashboard, and STEPHEN GAINES, Director of Technical Services,
Cedarville University
JUNE 10-12 | MINNEAPOLIS, MNTDX CONVERGE
Thanks to you, the TeamDynamix Client Summit has grown over
the years into a true convergence - of peers, ideas, technologies,
market trends, and so much more.
converge
con·verge | \ kən-ˈvərj \
1
to tend or move toward one point or one another : come together : MEET
2
to come together and unite in a common interest or focus
The Right Fit for Higher Education
TeamDynamix empowers colleges and universities, K-12 districts, and state and local governments to work together smarter, faster,
and better by aligning resources and processes. With a unified service and project management platform, TeamDynamix customers can
focus on their mission to deliver tangible outcomes for their communities.
www.tdxconverge.com information@teamdynamix.com @TDXBuzz company/teamdynamixYou can also read
