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Data-Driven Decisions Made Easy Time:
2:45 pm - 4:00 pm
Room: Hemisphere A How is it going? Do you really know for sure? Learn how Protech Business Analytics (powered by Zap®) help enhance data-driven decision-making and performance management with business intelligence capabilities such as dashboards, key performance indicators (KPI’s), scorecards, reports, analysis, and alerts. This session will demonstrate how to create a KPI, place it on a scorecard, understand trends based on the recorded data, and utilize native predictive analytics to make smart strategic decisions. | Drive Greater Value With Protech Business Solutions v4.2 Time:
10:30 am - 11:45 am
Room: Hemisphere B It’s new and shiny and fast, souped up, and all tricked out (it might even still have that new release smell)! Protech Business Solutions v3 customers are invited to come along for the ride as we explore all the great new features of CRM for Members v4.2, including significant improvements to reporting, duplicate detection, and more. Let us help you understand the upgrade process, the new infrastructure requirements, and why keeping your membership management solution on a current technology path is critical - ensuring that your organization keeps running like a well-oiled machine! | Extreme Makeover: Web Portal for Members Edition Time:
1:15 pm - 2:30 pm
Room: Hemisphere A Web Portal for Members is undergoing an Extreme Makeover! The renovation has begun and we’re excited to give you a sneak peek at the next generation of the product. Attend this session to learn about our vision and objectives, discover what’s in store with the next major release, and see how it will help you more effectively help your members. New features include redesigned form controls to simplify and reduce the number of steps required for online processes, expanded features and options for members, a more unified look and feel, and so much more. | Manage Your Data Like a Pro Time:
2:45 pm - 4:00 pm
Room: Hemisphere B What can you do to ensure your data is being used most effectively? In this fast-paced and information-packed session, you'll hear from Wes Trochlil, the most published author on data management in the association market. He’ll share a number of his proven strategies for making your database more effective and your data more useful in meeting your mission. Then Protech’s experts will show you how to implement Wes’ brilliant strategies within CRM for Members. | Put Your System to Work Time:
2:45 pm - 4:00 pm
Room: Horizon You’ve heard about workflows and how they can help you work more efficiently. But do you really understand how to put them to work for you? This session will take a deep dive into understanding workflows and how they can truly automate your processes. We’ll cover how activities trigger workflows (and vice versa), using workflow with queues for resource allocation, and managing cases. You’ll also see some real-life examples of workflows being used by other customers – learn how they were developed and how they’re impacting system users. | Stay In Touch, Linked Up, and Plugged In with SharePoint for Members Time:
10:30 am - 11:45 am
Room: Hemisphere A The buzz surrounding online communities and social media in the association world is almost deafening. Attend this session to better understand Protech SharePoint for Members and how it can support and enhance your social media strategies. Discover how its core features – like communities, wikis, blogs, and special interest groups – can help keep your members and staff connected, and explore a wealth of free and inexpensive snap-in features that are available to you through the greater Microsoft ecosystem. You’ll also learn about Microsoft’s social CRM roadmap and hear a real-life example of how an existing customer is improving member interactions and relationships using SharePoint for Members. | The Power of Choice (Cloud Computing) Time:
1:15 pm - 2:30 pm
Room: Horizon More agility. More freedom. More choice. Less cost. Sounds great, right? Attend this session to learn about Protech’s cloud solutions and services, and discover what it means to have the power of choice. Rather than an ‘all or nothing’ approach, you’re able to utilize a hybrid model of on-premises and off-premises resources in a way that best suits the needs of your association - allowing you to focus your resources on serving your members, not managing technology. We’ll explore various deployment scenarios and you’ll hear from our hosting partner, Cetrom, about the benefits of hosting, including cost savings, remote access, top of the line security, and 99.9% guaranteed uptime. | You Know the Goal – Now How Do You Get There? (Identifying Requirements) Time:
1:15 pm - 2:30 pm
Room: Hemisphere B One of the challenges in creating new requirements is that everyone on your team looks at it from a different angle. This session will help you develop a documented process for creating requirements that takes each of these angles into account right from the beginning. We’ll focus on what you really need the system to do (the output), how your data enters the system (the input)…and everything that happens in between. We’ll also explore best practices for developing and executing testing scenarios, and share lessons learned about the biggest pitfalls to avoid in requirements development. | You’re One in a Million: Unleashing the Power of CRM Time:
10:30 am - 11:45 am
Room: Horizon Did you know that there are over one million Microsoft Dynamics® CRM users in the world? That’s a big number…and it means big opportunities for you! This session will help you understand what others are doing with CRM and how you can maximize your ROI by leveraging the work that others have done to customize and tailor their solutions. We’ll tap into using tools like Microsoft CustomerSource and PinPoint to find and evaluate tools being developed by others, Accelerators and other freeware that can extend your solution and blogs and communities that will connect you with other CRM users. |
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