TDX CONVERGE JUNE 10-12, 2019 l MINNEAPOLIS, MN - The Right Fit for Higher Education

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TDX CONVERGE JUNE 10-12, 2019 l MINNEAPOLIS, MN - The Right Fit for Higher Education
TDX CONVERGE
                    l
JU N E 10- 12, 2019 M IN N EA PO L I S, MN
                        The Right Fit for Higher Education
TDX CONVERGE JUNE 10-12, 2019 l MINNEAPOLIS, 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
TDX CONVERGE JUNE 10-12, 2019 l MINNEAPOLIS, MN - The Right Fit for Higher Education
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
TDX CONVERGE JUNE 10-12, 2019 l MINNEAPOLIS, MN - The Right Fit for Higher Education
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
TDX CONVERGE JUNE 10-12, 2019 l MINNEAPOLIS, MN - The Right Fit for Higher Education
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
TDX CONVERGE JUNE 10-12, 2019 l MINNEAPOLIS, MN - The Right Fit for Higher Education
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
TDX CONVERGE JUNE 10-12, 2019 l MINNEAPOLIS, MN - The Right Fit for Higher Education
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
TDX CONVERGE JUNE 10-12, 2019 l MINNEAPOLIS, MN - The Right Fit for Higher Education
Customer Appreciation Dinner
                                              JUNE 11, 2019
                                          6:30 p.m. – 10:30 p.m.
                                           ARIA MINNEAPOLIS

TDX CONVERGE 2019 | CLIENT SUMMIT
TDX CONVERGE JUNE 10-12, 2019 l MINNEAPOLIS, MN - The Right Fit for Higher Education
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
TDX CONVERGE JUNE 10-12, 2019 l MINNEAPOLIS, MN - The Right Fit for Higher Education
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 SUMMIT
RIGHT-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, MN
TDX 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/teamdynamix
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