Smart Planning, Technician Support & Customer Experience

08:00 - 08:40 Continental Breakfast & Registration In The Solutions Zone

08:40 - 08:45 Welcome Remarks

08:45 - 09:00 Chairperson’s Opening Address

John Snow

Vice President Marketing & Strategic Alliances
CaseBank Technologies

09:00 - 09:20 Envisioning The Future Of Field Service

Mobile devices and advanced software offerings have become as important to field service engineers as the toolboxes each technician used to carry with him. As head of maintenance and technical support for Toshiba Global Commerce Solutions, Steve Petruk is responsible for conceiving and successfully transforming such innovations into market forming platforms and applications. In this session, Steve invites you to discuss the importance of:

• Digitizing learning materials and technical manuals to provide on-demand access on any device
• Providing hardware and software that actually improves technician workflow
• Revamping training programs to incorporate troubleshooting on mobility and device issues
Chris Gera, Vice President Field Service at Vivint

Chris Gera

Vice President Field Service
Vivint

09:20 - 09:40 HelpLightning Presents: It’s Not Brain Surgery: Improving Customer Relationships, Profitability, And Capability With Mobile Virtual Presence


Bart Guthrie

Neurosurgeon
University of Alabama at Birmingham

09:40 - 10:00 The Future of Training Front Line Employees

Roger Rinker, Vice President of Talent Management at Comfort Systems USA

Roger Rinker

Vice President of Talent Management
Comfort Systems USA

10:00 - 10:20 Lessons Learned: Five Critical Requirements For A Successful Mobile Field Service Transformation


Timothy Dwyer, Enterprise Sales Manager at Panasonic System Communications

Timothy Dwyer

Enterprise Sales Manager
Panasonic System Communications

10:20 - 10:40 Customer Service DNA: Building Blocks that Drive Customer Loyalty


Curt Hill, Vice President Technical Support at Cisco

Curt Hill

Vice President Technical Support
Cisco

10:40 - 11:20 Morning Refreshment & Networking Break In The Solutions Zone


Track A: Technician Support

11:20 - 11:40 Professional Service Revenue Sources

Tim Tanner

Global Practice Leader
Pitney Bowes

Track B: Customer Experience

11:20 - 11:40 Workshop: Taking Ownership of Customer Experience
Today’s service organizations are faced with the challenge of taking ownership of their customers’ experience. While omni-channel interactions are helping the field meet customer time and place demands, there is higher risk for inconsistency in customers’ lasting impressions. If we evaluate service delivery through the lens of consistency and value, how would our customer experience shift? The purpose of this workshop is to assess the current “ownership state” of our service channels and determine ways to create even more value for our customers.

Join Sandra & Doug in this interactive workshop to chart your current state and score it according to consistency and value creation. Don’t miss this exciting session!
Sandra Fornasier, Customer Advocate at Ciena

Sandra Fornasier

Customer Advocate
Ciena

Doug Roth

Director, Global Partner Management & FLM
Ciena

Track A: Technician Support

11:40 - 12:00 Elevating Technical Support’s Role In Field Service Performance Improvement

John Callen

Support Solutions Manager
NCR

Track B: Customer Experience

11:40 - 12:00 Workshop: Taking Ownership of Customer Experience (Cont.)
Today’s service organizations are faced with the challenge of taking ownership of their customers’ experience. While omni-channel interactions are helping the field meet customer time and place demands, there is higher risk for inconsistency in customers’ lasting impressions. If we evaluate service delivery through the lens of consistency and value, how would our customer experience shift? The purpose of this workshop is to assess the current “ownership state” of our service channels and determine ways to create even more value for our customers.

Join Sandra & Doug in this interactive workshop to chart your current state and score it according to consistency and value creation. Don’t miss this exciting session!
Sandra Fornasier, Customer Advocate at Ciena

Sandra Fornasier

Customer Advocate
Ciena

Doug Roth

Director, Global Partner Management & FLM
Ciena

Track A: Technician Support

12:00 - 12:20 Keeping Your Service Employees Safe: Best Practices For Safeguarding Your Workforce
Field service technicians are put in hazardous and dangerous situations everyday. What tools and training will keep your workforce as safe as it can be? Join Bruce as he discusses:

• Educating technicians on proper driver and onsite safety procedures

• Tracking accidents and issues and implementing steps forward to ensure they are not repeated

• Providing onsite technicians with all necessary tools and equipment to ensure complete safety and compliance
Bruce Breeden, Vice President of Service Operations at Fairbanks Scales, Inc.

Bruce Breeden

Vice President of Service Operations
Fairbanks Scales, Inc.

Track B: Customer Experience

12:00 - 12:20 Workshop: Taking Ownership of Customer Experience (Cont.)
Today’s service organizations are faced with the challenge of taking ownership of their customers’ experience. While omni-channel interactions are helping the field meet customer time and place demands, there is higher risk for inconsistency in customers’ lasting impressions. If we evaluate service delivery through the lens of consistency and value, how would our customer experience shift? The purpose of this workshop is to assess the current “ownership state” of our service channels and determine ways to create even more value for our customers.

Join Sandra & Doug in this interactive workshop to chart your current state and score it according to consistency and value creation. Don’t miss this exciting session!
Sandra Fornasier, Customer Advocate at Ciena

Sandra Fornasier

Customer Advocate
Ciena

Doug Roth

Director, Global Partner Management & FLM
Ciena

12:20 - 13:20 Lunch

Table 1: It Takes More Than Big Data To Fix A Machine – The Limits of Analytics
Hosted by Steve Lightstone, Director Business Development, CaseBank Technologies

Table 2: A Strategic Approach To Maximize Profitability In the Large Sale
Hosted by Greg Camara, coresystems & Mike Fuller, coresystems

Table 3: Beyond The Technical Challenge: The Real Issues With BYOD In Field Service
Hosted by Mary Brittain-White, CEO, Retriever Communications

Table 4: Transforming Field Service Across Industries, Across Platforms and Across Oceans
Hosted by Anne Marie Berger, Managing Partner, ForeFront

Table 5: Maximizing The Customer Experience Across Your Value Chain
Hosted by Jamal Starr, President, Starr & Associates Consulting

Table 6: Improving Customer Relationships, Profitability, And Capability With Inexpensive Mobile Virtual Presence And Augmented Reality
Hosted by Drew Deaton, CEO, HelpLightning

Table 7
: Getting The Right Part To The Tech Is A Science Not A Stockpile
Hosted by Aly Pinder, Senior Research Analyst, Aberdeen Group


Table 8
Mary Brittain-White, CEO at Retriever Communications

Mary Brittain-White

CEO
Retriever Communications

Steve Downie

Vice President Worldwide Sales
CaseBank Technologies

Jamal Starr, President at Starr & Associates Consulting

Jamal Starr

President
Starr & Associates Consulting

Drew Deaton, CEO at HelpLightning

Drew Deaton

CEO
HelpLightning

Anne Marie Berger, Managing Partner at ForeFront

Anne Marie Berger

Managing Partner
ForeFront

Steve Lightstone

Director Business Development
CaseBank Technologies

Greg Camara

Enterprise Sales Manager West
coresystems

15:20 - 16:00 Afternoon Refreshment & Networking Break In The Solutions Zone

16:00 - 16:20 The Technician of the Future, Today: How and Why to Reap the Benefit of Technology-Enabled Technicians

Technology-enabled technicians now offer high-end service that can help optimize system performance to increase customer satisfaction and reduce callbacks, ultimately facilitating business growth and improving the bottom line. Integrated and intuitive hardware and software technologies have now been incorporated into the normal flow of a technician's daily work to create a "smart technician" who is able to more efficiently and effectively respond to - and anticipate - system issues. This presentation will address some specific cutting edge capabilities offered by technology-enabled technicians, including the ability to:
• Leverage the use of cutting-edge cloud- and remote-based technologies
• Remotely access systems to pre-diagnose and troubleshoot an issue before coming onsite
• Offer honed interpersonal “soft skills” to deliver the best possible customer service experience
Greg Parker, Director Customer Care at Trane

Greg Parker

Director Customer Care
Trane

16:20 - 16:40 Driving Field Service Transformation With Connected Products

Your customers want high-functioning equipment and limited downtime. You want to reduce costs. How can you accomplish both? Charles Johnson pioneered a remote monitoring operation at Philips Healthcare and in this session highlights the following benefits:
• Driving unmatched levels of service and increasing loyalty across your customer base
• Increasing operational efficiencies through more effective field service deployments and an increase in first call resolution
• Unlocking new revenue streams by providing innovative services to your customers
Charles Johnson, Director Optimization & Business Intelligence at Philips Healthcare

Charles Johnson

Director Optimization & Business Intelligence
Philips Healthcare

16:40 - 17:00 Communicating The Value Of Services To Customers

Services provided to end customers are often intangibles that are difficult to effectively describe in terms of value. Value reporting is a critical topic with many customers, and companies create strategies and initiatives to produce this type of reporting, only to find challenges in consistently operationalizing and delivering reports long term. This topic addresses:
• Selecting appropriate metrics that communicate value
• Providing standardized reporting with sufficient flexibility
• Operational disciplines required to consistent delivery
• Risks of exposing performance gaps directly to customers
• The challenge of cultural change for effective reporting
• Specific action steps to get started
Paul Pisarski, Manager of Technical Support at Johnson Controls Inc.

Paul Pisarski

Manager of Technical Support
Johnson Controls Inc.

Pat Foley, Manager at Johnson Controls, Inc.

Pat Foley

Manager
Johnson Controls, Inc.

To close out the second day of the conference, take part in a lively discussion about the tools that onsite technicians need to be successful. Key takeaways from our experts include:

• Digitizing learning materials and technical manuals to provide on-demand access on any device

• Providing hardware and software that actually improves technician workflow

• Revamping training programs to incorporate troubleshooting on mobility and device issues

• Continuously monitoring workforce adoption to create standard levels of capabilities among your field force
Christopher Caltrider, Director of Continuous Improvement at NCR Corporation

Christopher Caltrider

Director of Continuous Improvement
NCR Corporation

Alvaro Pombo, CEO at ProntoForms

Alvaro Pombo

CEO
ProntoForms

Ken Vaughn

Director WW Sorter Support & Self Maintenance Solutions
Pitney Bowes

Dave Hart

VP Customer Transformation
ServiceMax

17:40 - 23:59 Casino Night Reception