The Right Fit for Higher Education

2017 TDX Client SummitCHICAGO, IL / MAY 16, 2017

Welcome to the 2017 TeamDynamix Client Summit!Each year we look forward to the TDX Client Summit. 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 year, we are excited to launch the CIO Track. This track is exclusively for CIOs - an opportunity for you to network and collaborate with other CIOs. These sessions are built to equip you to best serve your institution, fostered within a roundtable discussion format.

Don’t forget to meet our sponsors as well – they would love to partner with you to help your institution. If you need anything, ask any member of the TDX team. We look forward to working together with you at the Client Summit.

Sincerely,

The TDX Team

Agenda at a GlanceTUESDAY

MAY 16 CIO Track - Room 707 7:30 - 8:30 Breakfast in VenueSix10

8:30 – 9:30 Expanding Service Management in Higher Ed: Doing It Right9:30 – 10:30 Critical Success Factors For Moving From A Technology To An IT Services Company

10:30 – 11:00 Break11:00 – 12:00 How To “Jazz Up” IT Leadership, Structures & Systems To Accelerate Value

12:00 – 2:00 Lunch2:00 – 3:00 Transform IT from a Cost Center into a Highly-Respected Service Delivery Organization3:00 – 4:00 TDX Strategic Vision Roundtable

4:00 – 4:15 Break4:15 – 5:15 2017 CIO Trends Report: What CIOs need to know

6:30 – 10:00 Networking Dinner – House Of Blues

CIO TRACK Supplements Core Agenda

*Buses depart the HILTON at 6pm sharp.

How To “Jazz Up” IT Leadership, Structures & Systems To Accelerate Value Presented by PINK Elephant Value is created by process, but process is impacted by and highly dependent on leadership, structure and management systems. Highly directive leadership models produce dependence, stifle innovation and create bottlenecks. Vertically oriented and complex organizational structures are not able to adapt and flex quickly to meet changing business needs. Management systems, which promote and measure individual vs. group performance will often fragment instead of aligning a shared purpose.In this highly engaging strategic session Troy will explore the use of the evolving concepts of Lean leadership, market focused cross-functional teams and shared communities of practice. He will explain how IT organizations create leadership and teaming models that enable alignment yet are loosely coupled and remain flexible. In short, enabling organizations to function more like a jazz ensemble than a marching band.

Critical Success Factors For Moving From A Technology To An IT Services Company Presented by PINK Elephant

Most senior IT Leaders will tell you that a key element of their 2017 IT strategic objectives is to shift their organizational culture, processes and tools from a technology focus to an IT Services Model. This is supported by industry articles and research that describes the CIO as an IT Services Broker who has the challenge of managing dual operating models, balancing innovation and keep-the-lights-on delivery processes. In this session, Troy will look at the IT Governance, People, Process, Product and Partner elements that need to be in place to make this aspiration a reality.

2017 TDX Client Summit CHICAGO, IL / MAY 15-17, 2017

CIO Session Descriptions Guest Speakers

James Alexander, Senior Vice President

James is responsible for developing and delivering thought leadership to help Info-Tech customers unlock the potential of technology as a transformative force within their businesses.

James has been both an entrepreneur and an executive in the technology industry over the past 25 years. As an entrepreneur, he led retail, VAR and system integration organizations including, CTI Solutions Group, EduConnect, Telesolutions Inc, The Stone Soup Software Co, and Metafore, and has also held a senior sales management position at Microsoft Canada.

Since 2002 James has turned his attention to working with across the spectrum of IT leaders, technology suppliers and their partners to help create a synergistic and effective ecosystem. He works with IT and business leaders to help them realize the full potential of technology in their businesses and has designed and implemented an innovative series of programs including “The Quest for the Smartest IT”.

James was twice named to Channel Business Magazine’s “Who’s Who” listing as well as being a Newsmaker of the Year in Computer Dealer News. He is quoted on technology issues in both the business and trade press and is a frequent speaker at events and conferences.

Roy Atkinson is HDI's senior writer/analyst, acting as in-house subject matter expert and chief writer for blogs and articles. He has a deep background customer service and technical support, as well as small-business consulting.

In January 2017, Roy was chosen by the HDI community as one of the HDI Top 25 Thought Leaders in Technical Support and Service Management. He has been named to many other “Top” lists, including IT Service Management: Top 100 Influencers and Brands (Onalytica), The 30 Most Influential People in Customer Service (Conversocial), Top 100 Customer Success Influencers (MindTouch), Top 50 Thought Leaders of 2015 (ICMI). He is the host of #HDIchat and co-host of the popular #custserv chat on Twitter.

He studied Advanced Management Strategy at Tulane University’s Freeman Graduate School of Business, and holds HDI certifications as a Support Center Manager (HDI-SCM) and Knowledge-Centered Support Foundation (KCSF). Roy is a member of the National Speakers Association, Leaders Excellence at Harvard Square, IEEE, and the Association for Computing Machinery.

Transform IT From A Cost Center Into A Highly-Respected Service Delivery Organization Presented by Kaseya

Address today's toughest Higher Ed IT challenges -- including supporting faculty, students, and classroom infrastructure with limited resources. Automate IT processes to deliver consistently superior IT services, control cloud applications, and comply with federal privacy mandates at the lowest possible cost.

2017 CIO Trends Report: What CIOs Need To Know Presented by InfoTech

The IT Department continues to lose influence over what technology the business adopts. This is the result of challenges in the adoption of the last set of mega-trends known as the “SMAC-stack” – Social, Mobile, Analytics, and Cloud.Without a keen awareness of how trends impact the business, and how the business can exploit a trend, the IT department will always be relegated to back-office maintenance work. The problem is that the next, latest, and greatest technology is always on the horizon. But just as one seems like it’s about to rise, it fizzles, and another “hot” trend emerges. This report will help CIOs prepare for and address challenges across:1. The Digital Ecosystem2. Immersive UX3. Autonomous Machines4. Automated Cognition5. Distributed Validation6. XaaP (Everything as a Platform)7. Decentralized Marketing8. Adaptive IT

Expanding Service Management In Higher Ed: Doing It Right Presented by HDI

Customers and users have come to expect internal processes and functions to perform at the level and with the ease of the Google, Amazon, and Apple services they know from their experiences as consumers. Their customer experiences are all about speed and ease, and organizations of all types—including institutions of higher education—are moving to provide services at the same level. When services are offered in a uniform, simplified way, the overall customer experience is better. To deliver services in this way requires the right approach to processes and tools.This session will provide useful advice on how to take service management across the campus. Based on HDI research, the session will cover:

• Reasons for expanding service management outside IT

• Frameworks and methodologies currently used in higher education

• Must-have technologies for higher education support

• How integrated tools and systems can help

• How to provide better self-help• Why it’s important to get it

right before you expand service management

Troy DuMoulin leads Pink Elephant’s research and innovation practices for North America and Asia. He’s recognized as a leading industry expert in ITIL, IT Governance and Lean IT with over 20 years’ experience in Executive IT

Management consulting and training. Troy holds the ITIL Expert certification, is a founding member of the Lean IT Association (LITA), and has extensive experience leading ITSM programs with a regional and global scope.

Fred Voccola

Prior to joining Kaseya, Fred served as President and General Manager of Yodle’s Brand Networks Division, providing digital and market automation solutions to small and medium

businesses. Yodle successfully was sold to Web.com (NASDAQ: Web). Previously, he was President of Nolio, Inc., a DevOps SaaS company, where he drove 100% year-over-year growth and successfully sold the business to CA Technologies (formerly known as Computer Associates). Prior to Nolio, Fred co-founded and served as President and Chief Executive Officer of Trust Technology Corp., where he drove significant growth over three years prior to the company being sold to FGI Global.

Earlier, Fred co-founded and served as Chief Operating Officer of Identify Software, substantially growing the business during his five-year tenure, culminating in a sale to BMC Software. He then served as Vice President of Worldwide Sales and Services at BMC Software. In addition, Fred has held various management and executive roles at Intira, which was sold to Divine Systems, and Prism Solutions, which was sold to Ardent Software/Informix/IBM.

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