2017 Aptean CRM Conference: Full Schedule

This year we are bringing all of our CRM customers together for an Aptean CRM Conference. This will be a great opportunity for you to network with other customers and the Aptean team and discuss all things CRM. We’ll have individual product tracks for Pivotal, Onyx, Saratoga and CoreTrac which will cover product roadmaps, new feature demos and much more.

7:45am CDT

Breakfast (Preconference Session Only)

Monday October 16, 2017 7:45am - 8:45am CDT
Gallery Ballroom

Meals

8:00am CDT

Registration/Information Desk

Monday October 16, 2017 8:00am - 4:30pm CDT
Gallery Foyer

Registration

9:00am CDT

CoreTrac : Power User Training

This session will include an in-depth review of all core functionality of ResourceOne including Administration, Matching, Pipeline Management and Case Management.

Speakers

Stuart Featherston

Product Leader, CoreTrac, Aptean Inc.

Stuart Featherston is responsible for the overall vision, strategy and direction of CoreTrac’s ResourceOne CRM. He has worked at CoreTrac for 12 years across various roles including customer solutions, project management and product development. Stuart was previously part of the... Read More →

Monday October 16, 2017 9:00am - 12:00pm CDT
Modern Meeting Room

Pre-Conference

10:30am CDT

Break

Monday October 16, 2017 10:30am - 11:00am CDT
Gallery Foyer

Break

12:00pm CDT

Lunch

Monday October 16, 2017 12:00pm - 1:00pm CDT
Gallery Ballroom

Meals

1:00pm CDT

Pivotal: The New Smart Client Customization Training

Pivotal 6.6 is almost here, and with it, were bringing the Pivotal Smart Client into the future. Pivotal 6.6 enhances the Pivotal Smart Client with a new more modern look and feel, but that’s just the beginning and we are excited to show you what's coming. This session will go into the details of what is changing, available options to optimize your forms, and much more. This session is a must if you want to leverage the new look and feel. It is designed for both business and technical users.

Topics include:

1. Task Pad Optimization
2. How to theme the Pivotal Smart Client to your corporate colors
3. Form scaling
4. Form Layout principles

And much more

Speakers

Stephanie Kruse

Senior Solutions Consultant, Aptean Inc.

Stephanie Kruse has 19 years of professional experience working with companies in manufacturing, chemical, retail, high tech, software, financial services, food and beverage, pharmaceutical and medical technology industries. Stephanie has built a reputation for developing new strategies... Read More →

Julian Mais

Principal Customer Solutions Consultant,, Aptean Inc.

Julian Mais is a Technical Architect in Aptean’s Customer Solutions Department. He has over 15 years of technical experience creating custom solutions in the CRM space and is an expert in Pivotal technology stack. Prior to joining Aptean, Mr. Mais was a consultant for Ionysys... Read More →

Monday October 16, 2017 1:00pm - 3:00pm CDT
Gallery Ballroom

Pre-Conference

1:00pm CDT

CoreTrac: Power User Training

During this session we will continue with additional training including the Custom Report Writer, Queue Management, Goals & Compensation

Speakers

Stuart Featherston

Product Leader, CoreTrac, Aptean Inc.

Monday October 16, 2017 1:00pm - 4:00pm CDT
Modern Meeting Room

Pre-Conference

1:00pm CDT

Pivotal: Hands-On training on Aptean’s Event Management Framework (EMF)

This session is designed for people that have Aptean’s Event Management Framework (EMF) or are intending to or considering implementing EMF in the near future. The content of the session will be tailored to suit the experience of the audience but it will be a hands on session where you will explore building a variety of processes with EMF

Speakers

Kevin Noakes

Senior Solutions Consultant, Aptean Inc.

Kevin’s first experience in industry was working as a Quality Engineer for a large process control instrumentation manufacturer but he quickly moved into the Industrial Engineering Department where he took on responsibility for the design and development of automated test equipment... Read More →

Monday October 16, 2017 1:00pm - 4:00pm CDT
Exhibition Meeting Room

Pre-Conference

2:30pm CDT

Break

Monday October 16, 2017 2:30pm - 3:00pm CDT
Gallery Foyer

Break

6:00pm CDT

Welcome Reception

Monday October 16, 2017 6:00pm - 8:00pm CDT
Hotel Restaurant

Meals

7:00am CDT

Breakfast

Tuesday October 17, 2017 7:00am - 8:00am CDT
Gallery Ballroom

Meals

8:00am CDT

Registration/Information Desk

Tuesday October 17, 2017 8:00am - 4:30pm CDT
Gallery Foyer

Registration

8:30am CDT

Aptean News / CRM Trends and Directions

Find out what is new at Aptean directly from our Leadership team and get their thoughts on trends in the CRM space.

Speakers

Michelle Fischer

General Manager of CRM Solutions, Aptean Inc.

Michelle Fischer is the General Manager of CRM Solutions for Aptean, accountable for the strategic direction, customer satisfaction and business performance of Aptean’s suite of CRM solutions including the Pivotal, Saratoga and Onyx solutions.Fischer joined Aptean in 2017 from fellow... Read More →

Tuesday October 17, 2017 8:30am - 9:30am CDT
Gallery Ballroom

General Session

9:30am CDT

Break

Tuesday October 17, 2017 9:30am - 10:00am CDT
Gallery Foyer

Break

10:00am CDT

CoreTrac: Improving Utilization - Get the Most Out of the ResourceOne Application

Are you receiving the full benefits that ResourceOne has to offer? In this session, we will demonstrate a set of key uses cases that drive the most value to your organization.

Speakers

Stuart Featherston

Product Leader, CoreTrac, Aptean Inc.

Tuesday October 17, 2017 10:00am - 11:00am CDT
Modern Meeting Room

CoreTrac

10:00am CDT

Pivotal: What’s New, Vision and Roadmap

Hear first-hand from Aptean's Product team as they share insights into Pivotal’s strategic direction, roadmap, capabilities and more. Learn more about exciting new features including Pivotal Client's new look and feel and our upcoming development plans.

Speakers

Imad Alabed

Senior Director, CRM Product Management, Aptean Inc.

Imad has 18+ years of experience in the Customer Relationship Management space. He started his career as CRM technical consultant and spent more than 10 years implementing and integrating CRM solutions for numerous clients across a variety of industries. During the past 8 years, Imad... Read More →

Tuesday October 17, 2017 10:00am - 11:00am CDT
Gallery Ballroom

Pivotal

10:00am CDT

Saratoga: Roadmap: Past, Present, Future

This session will provide an overview of what was released in 7.1, and give you a sneak peek of what is coming in the 7.2 release and beyond for Saratoga CRM. The audience is invited to provide input on how to shape Saratoga CRM in the near future.

Speakers

Bharath Bhogappa

Product Manager, Saratoga, Aptean Inc.

Bharath has over 14 years of experience in the software industry, spending the last twelve with Aptean. As the product manager for Saratoga CRM, Bharath is responsible for defining the product roadmap and overseeing the successful execution of the product strategy. Prior to this... Read More →

Tuesday October 17, 2017 10:00am - 11:00am CDT
Exhibition Meeting Room

Saratoga

11:10am CDT

CoreTrac: Roadmap

In this session, get a sneak peek of the ResourceOne Roadmap while learning more about our focus on Business Intelligence & Data Visualization

Speakers

Stuart Featherston

Product Leader, CoreTrac, Aptean Inc.

Tuesday October 17, 2017 11:10am - 12:10pm CDT
Modern Meeting Room

CoreTrac

11:10am CDT

Pivotal: Improving the Customer Experience: A Pivotal Customer Panel

The hot term for CRM is now CXM, focused on managing the customer experience. Join our expert panel of customers for an open discussion on how they use Pivotal to delight customers with every touchpoint of the customer journey

Tuesday October 17, 2017 11:10am - 12:10pm CDT
Gallery Ballroom

Pivotal

11:10am CDT

Saratoga: Improving Customer Experience: Expanding the Power of Saratoga

Come on a treasure hunt with the Services experts at Saratoga. In this session you will uncover such gems as
• Hidden System tables that help you better understand the activity of your sales team
• 1-Click Buttons that access the customer information you seek.
• Filtered list grids to uncover Distributor and End User Interactions
• Links to open a record from practically anywhere in Saratoga CRM
Make your Saratoga application rich with functionality by adding these and other treasures that we have in store for you.

Speakers

Ke Thanh Tran

Manager, Customer Solutions, Aptean Inc.

Since joining Saratoga Systems in 1997, Ke Thanh has held different roles from pre-sales consultant to leading the Saratoga professional services and support team since last year. With his keen focus on customer success, Ke Thanh enjoys a daily rapport with Saratoga customers, sharing... Read More →

Peush Upadhya

Director, CRM Customer Solutions, Aptean Inc.

Peush leads the CRM Services and Support teams at Aptean and is passionate about delivering value to Aptean’s customers. Current based in London, UK, Peush has worked in the CRM space for over 16 years, 11 of which have been at Aptean. Prior to joining the Enterprise Software industry... Read More →

Tuesday October 17, 2017 11:10am - 12:10pm CDT
Exhibition Meeting Room

Saratoga

12:10pm CDT

Lunch

Are you receiving the full benefits that ResourceOne has to offer? In this session, we will demonstrate a set of key uses cases that drive the most value to your organization.

Tuesday October 17, 2017 12:10pm - 1:10pm CDT
Gallery Ballroom

Meals

1:10pm CDT

Saratoga: Customer Success story (Encompass Allstate Insurance)

In this session, you will see how Encompass Allstate Insurance here has improved the customer experience by expanding the features and functionality of Saratoga CRM.

Speakers

Caryl Lumpp

Business operations manager, Encompass Insurance

Tuesday October 17, 2017 1:10pm - 1:40pm CDT
Exhibition Meeting Room

Saratoga

1:10pm CDT

CoreTrac: Customer Panel

Listen to current customers talk about the benefits and success they have realized with the ResourceOne application.

Speakers

Stuart Featherston

Product Leader, CoreTrac, Aptean Inc.

Tuesday October 17, 2017 1:10pm - 2:10pm CDT
Modern Meeting Room

CoreTrac

1:10pm CDT

Pivotal: Artificial Intelligence: Making CRM Smarter

Think artificial intelligence is limited to the realm of science fiction? Join us as we discuss practical ways of how AI can be used in CRM today and in the future.

Speakers

Imad Alabed

Senior Director, CRM Product Management, Aptean Inc.

Kevin Noakes

Senior Solutions Consultant, Aptean Inc.

Tuesday October 17, 2017 1:10pm - 2:10pm CDT
Gallery Ballroom

Pivotal

1:40pm CDT

Saratoga: Integration with Excel

This session will show how you can expand your Thin Client and Mobile Client business intelligence with Microsoft Excel integration. Get the information you and your executives are looking for from a reporting and BI perspective – all within Saratoga CRM.

Speakers

Ke Thanh Tran

Manager, Customer Solutions, Aptean Inc.

Tuesday October 17, 2017 1:40pm - 2:40pm CDT
Exhibition Meeting Room

Saratoga

2:10pm CDT

CoreTrac: Customer Advisory Board

This interactive session provides our User Group attendees direct involvement in forming the future direction of the product. Led by our Product Team, all topics are on the table in a 2-way conversation on how Aptean and our customers can continue to partner and drive success together.

Speakers

Stuart Featherston

Product Leader, CoreTrac, Aptean Inc.

Tuesday October 17, 2017 2:10pm - 3:10pm CDT
Modern Meeting Room

CoreTrac

2:10pm CDT

Pivotal: Driving Leads with Marketing Automation

Learn how you can help your sales team focus on the right opportunities and how to trigger an offer at exactly the right time. Because marketing automation tools can easily integrate with Pivotal, your sales team is always up to date.

Speakers

Andy Choi

Vice President of Strategic Alliances, Marketo

Andy Choi is Vice President of Strategic Alliances at Marketo, a leader in Digital Marketing. Andy has extensive experience in identifying, nurturing and executing complex high-profile partnerships such as Disney, Major League Baseball, SAP, Infor and Microsoft. He heads up Marketo’s... Read More →

Tuesday October 17, 2017 2:10pm - 3:10pm CDT
Gallery Ballroom

Pivotal

2:10pm CDT

Saratoga: Customer Success Story (Innovapost)

In this session, you will see how Innovapost here has improved the customer experience by expanding the features and functionality of Saratoga CRM.

Speakers

Scott Holden

Innovapost, Technical Consultant

Tuesday October 17, 2017 2:10pm - 3:10pm CDT
Exhibition Meeting Room

Saratoga

3:10pm CDT

Break

Tuesday October 17, 2017 3:10pm - 3:40pm CDT
Gallery Foyer

Break

3:40pm CDT

CoreTrac: ResourceOne 4.0 - Customer Insight

Take an in-depth look at CoreTrac's latest release, we'll explore the UX changes and improvements to core functionality in ResourceOne.

Speakers

Michael Thomas

Peush Upadhya

Director, CRM Customer Solutions, Aptean Inc.

Tuesday October 17, 2017 3:40pm - 4:40pm CDT
Modern Meeting Room

CoreTrac

3:40pm CDT

Pivotal: Round Table

Here's your chance to get to know other Pivotal customers and discuss topics around mobility, reporting and analytics, the user experience and much more.

Tuesday October 17, 2017 3:40pm - 4:40pm CDT
Gallery Ballroom

Pivotal

3:40pm CDT

Saratoga: Round Table

This session is an open forum for all customers on critical thinking when it comes to Saratoga CRM. Topics may include web chat, enterprise collaboration, social media, sentiment analysis and mobile client – Just to name a few. The audience is invited to share the trends they are seeing in their industries and how Saratoga CRM can provide you the tools needed for the future.

Speakers

Bharath Bhogappa

Product Manager, Saratoga, Aptean Inc.

Kathy Farrell

Customer Solutions, Aptean Inc.

Kathy started at Saratoga in 1995 with SPS 3.5. Her tenure has included roles in Training, Professional Services and Support.

Ke Thanh Tran

Manager, Customer Solutions, Aptean Inc.

Tuesday October 17, 2017 3:40pm - 4:40pm CDT
Exhibition Meeting Room

Saratoga

4:40pm CDT

Networking

Tuesday October 17, 2017 4:40pm - 5:30pm CDT
Gallery Foyer

General Session

6:00pm CDT

Gala

Tuesday October 17, 2017 6:00pm - 9:00pm CDT
Chicago Navy Pier Beer Garden

Meals

7:00am CDT

Breakfast

Wednesday October 18, 2017 7:00am - 8:00am CDT
Gallery Ballroom

Meals

8:00am CDT

Registration/Information Desk

Wednesday October 18, 2017 8:00am - 4:30pm CDT
Gallery Foyer

Registration

8:30am CDT

Customer Presentation

Wednesday October 18, 2017 8:30am - 9:30am CDT
Gallery Ballroom

Pivotal

9:30am CDT

Break

Wednesday October 18, 2017 9:30am - 10:00am CDT
Gallery Foyer

Break

10:00am CDT

Business Track: Improving User Adoption

Looking to add a little spark to the way you work with Pivotal every day? Join me, and we will discuss how you can improve your user adoption using form design, productivity tools, menu options, and other Pivotal enhancements you may not have known even existed. We can help….Join me and see….

Speakers

Stephanie Kruse

Senior Solutions Consultant, Aptean Inc.

Wednesday October 18, 2017 10:00am - 11:00am CDT
Gallery Ballroom

Pivotal

10:00am CDT

Technical Track: Pivotal Platform Modernization Deep Dive

2017 is the year of the Platform as we are focused on making some fundamental changes to our architecture. Find out more on our technology roadmap and get your questions answered directly from our R&D team.

Speakers

Ajay Kumar

Senior Architect, Development, Aptean Inc.

I have 18+ years of experience in software development. I started my carrier in MSFT tech stack and have been part of various product engineering. I have technically driven multiple product re-architecture to highly scalable next generation solution. In Pivotal I am responsible... Read More →

Wednesday October 18, 2017 10:00am - 11:00am CDT
Modern Meeting Room

Pivotal

11:10am CDT

Business Track: Super Charge your Pivotal Implementation - What's new

Think you know Pivotal? 2017 is shaping up to be one of the most exciting years for Pivotal. Come and join us, and we will give you a guided tour of everything “New” around Pivotal. We will take a deep dive into Pivotal version 6.6, but will also cover enhancements to the Productivity Pack, support for Office 365, Advance searching capabilities, and much, much more. We may even throw in some other cool stuff that you might have missed in earlier versions of Pivotal. Join us and see……

Speakers

Stephanie Kruse

Senior Solutions Consultant, Aptean Inc.

Anita Look

Senior Product Manager, Aptean Inc.

Anita Look is an accomplished CRM professional with over 19 years of experience working with Pivotal. In her role as Senior Consultant, Anita has extensive expertise with CRM implementations, working with customers in wide varieties of industries, including Financial Services, Home... Read More →

Wednesday October 18, 2017 11:10am - 12:10pm CDT
Gallery Ballroom

Pivotal

11:10am CDT

Technical Track: Designing Event Based Workflows using EMF

Are you interested in learning more about how you can design event-based workflows? This session will go through some examples of what you can achieve using EMF.

Speakers

Kevin Noakes

Senior Solutions Consultant, Aptean Inc.

Wednesday October 18, 2017 11:10am - 12:10pm CDT
Modern Meeting Room

Pivotal

12:10pm CDT

Lunch

Wednesday October 18, 2017 12:10pm - 1:10pm CDT
Gallery Ballroom

Meals

1:10pm CDT

Business Track: Introducing Pivotal Customer Support for UX - Providing Service Tickets, Portals and More

Interested in learning more about taking customer service into the future? Join us and see how the new Customer Service module for Pivotal UX can enhance your current customer service experience. We will be reviewing all the latest Pivotal Customer Service features and also talking about what’s coming up next. Don’t miss it...

Speakers

Stephanie Kruse

Senior Solutions Consultant, Aptean Inc.

Anita Look

Senior Product Manager, Aptean Inc.

Wednesday October 18, 2017 1:10pm - 2:10pm CDT
Gallery Ballroom

Pivotal

1:10pm CDT

Technical Track: In-depth technical presentation of new capabilities in the current release of Pivotal UX and in the upcoming 6.6 release

During this session, our lead UX architect will walk you through the latest UX features. You will learn about the new APIs and form features, understand the new REST API and get exposed to some new development tools.

Speakers

Martin Stiby

Senior Technical Architect, Development, Aptean Inc.

Martin has worked in the Pivotal product set for 17 years in R&D and Services. He is the currently development manager for Pivotal UX, the HTML5 UI for phones, tablets and desktop. When he is not running around teaching the finer points of cricket to his 3-year-old, or attending meetings... Read More →

Wednesday October 18, 2017 1:10pm - 2:10pm CDT
Modern Meeting Room

Pivotal

2:10pm CDT

Pivotal Round Table

Wednesday October 18, 2017 2:10pm - 4:00pm CDT
Gallery Ballroom

Pivotal

6:00pm CDT

Cocktails Reception with prizes

Wednesday October 18, 2017 6:00pm - 7:30pm CDT
Gallery Ballroom

General Session