Field Service Fall 2016 (past event)

September 12 - 14, 2016

1.888.482.6012

Becoming A World-Class Service Organization

For All Attendees

07:15 - 08:15 Registration & Breakfast In The Innovation Lounge

By Invitation Only

07:15 - 08:15 VP Think Tank
It’s a private room set away from the busy conversations of the conference. You have to be on the list to get in. Only a small group will assemble – 15 or so, all VPs or heads of service, Field Service’s most senior level attendees. In candid conversation with true leaders and decision makers who aren’t afraid to disrupt business as usual, you’ll discuss the initiatives most critical to service and support growth. You’ll walk away inspired, full of insight, and with a new tight network of executive management
colleagues from the leading service organizations. By invitation only. To request yours contact Zainab Hayat at 646.253.5517
or zainab.hayat@wbresearch.com.

08:15 - 08:25 Welcome Remarks

08:25 - 08:40 Chairperson’s Opening Remarks

Martin Knook, CEO at Tensing

Martin Knook

CEO
Tensing

08:40 - 09:05 Opening Workshop: Benchmarking Service Metrics: Know Where You Stand So You Know Where You Can Get To

You’ll be grouped with similar industries and company sizes. Through small group discussion, compare metrics including margin goals, service technician effectiveness, and customer renewal rates; and determine the most important KPIs for your service organization. Learn how similar companies as yours define and calculate critical metrics, and where you are both behind and ahead of the curve.

09:05 - 09:25 Managing Customer Loyalty In Today’s Marketplace Demands A Shift In Our Customer Service DNA

The marketplace is changing, and customer expectations are changing with it. Customers expect it to be easier than ever to do business, and they’re more likely to be vocal about their experiences, both positive and negative. These changes require companies to drastically transform their business models, and as Services leaders, we need to make a parallel shift to deliver transformational customer service.

In this presentation, learn what “traditional” versus transformational customer service looks like, and the specific steps you can take to begin or accelerate this shift within your business. Curt Hill, VP, Technical Services, will use specific examples from his experiences leading Services teams at Cisco to show how the right approach to transformational customer service can actually create customer loyalty in an increasingly competitive, hyper-connected world.
Curtis Hill, Vice President, Technical Services at Cisco

Curtis Hill

Vice President, Technical Services
Cisco

09:25 - 09:45 Field Service and Customer Experience: The Final Frontier of Automation

Your field service technicians are the ‘face’ of your brand – the individuals interacting with your customers on a regular basis. Are you equipping them with everything they need to be successful?

You’ve already reduced response times and empowered technicians with the guidance they need to fix a wide-range of problems. But, too often technicians aren’t stocked with the appropriate part to make a repair quickly, leading to dissatisfied customers and decreased margins.

In this keynote, Gary Brooks, CMO of Syncron, will discuss how to optimize the interactions field service technicians have with customers, specifically highlighting the important role technology plays in ensuring every technician is equipped with the necessary service parts 100 percent of the time, creating loyal customers and more revenue.

Gary Brooks, Chief Marketing Officer at Syncron

Gary Brooks

Chief Marketing Officer
Syncron

09:45 - 10:05 Ensuring You Are There When Your Customer’s Business Depends On It

· Exploring Hewlett-Packard Enterprise’s initiative focused on minimizing customer outages
· Establishing a business process to determine how your service is impacting your customers
· Determining the appropriate prioritization and escalation process
· Deploying resources to ensure you can support your customer when their business depends on it
James McAnally, VP Global Support Delivery, Engineering Resolution at Hewlett-Packard Enterprise

James McAnally

VP Global Support Delivery, Engineering Resolution
Hewlett-Packard Enterprise

Executive from Microsoft IoT Team
Jim Hare, Sr. Global Sales Director for Field Services at Microsoft

Jim Hare

Sr. Global Sales Director for Field Services
Microsoft

10:25 - 11:10 Morning Refreshment & Networking Break In The Innovation Lounge Sponsored by Microsoft


11:10 - 11:30 Changing Your Culture From One That Sells A Product To One That Sells Service

· Moving selling service from an afterthought to a forethought
· Getting your team to understand why service is important in the client relationship and how you add value beyond just selling a product
· Giving customers the flexibility to sign up for any level of service they need (and demonstrating the need)
· Who’s responsibility is it to upsell service?
· Compensation plans to support selling more service
Clay Rose, VP Service at Getinge Group

Clay Rose

VP Service
Getinge Group

11:30 - 11:50 Changing The Service Organization Speed, Quality And Responsiveness Through Virtual Presence

Executive from Help Lightning

Debra Hays

Director, Implementation and Services
Emergency CallWorks

Sit down with a speaker from the morning to hear more about their service strategies or choose a new focus area you want to gain new insight on. Either way, a breadth of expertise will be shared and you get to ask the questions you need answers to. Be sure to divide and conquer with your teammates!

#1 Driving Efficiency In Support Operations Through Process Improvement And Automation
Charles M. Byrd, Director Implementation Support, Roche Diagnostics

#2 The Internet Of Service
Mike Fuller, Enterprise Sales Manager – Midwest, Coresystems USA

#3 Enhancing Field Service With Mobile Merged Reality And Virtual Interaction

Scott Sobera, VP of Sales, Help Lightning

#4 Managing Customer Loyalty In Today’s Marketplace Demands A Shift In Our Customer Service DNA

Curt Hill, VP of Technical Services, Cisco Systems

#5 Changing Your Culture From One That Sells A Product To One That Sells Service

Clay Rose, VP Service, Getinge Group

#6 Ensuring You Are There When Your Customer’s Business Depends On It

James McAnally, VP Global Support Delivery, Engineering Resolution, Hewlett-Packard Enterprise

#7 The Value Of Leveraging Virtual Operations Modeling In Choosing Workforce Strategies And Solutions
Albert Thomas, Executive Director, Starr & Associates


#8 How Will Smart Glasses Leverage Field Services in 2017?

Anne-Fleur Andrle, CEO, AMA XPERTEYE, AMA Vuzix
Lance Anderson, VP Enterprise Sales, Vuzix Corporation

Curtis Hill, Vice President, Technical Services at Cisco

Curtis Hill

Vice President, Technical Services
Cisco

Mike Fuller, Enterprise Sales Manager East Coast at coresystems

Mike Fuller

Enterprise Sales Manager East Coast
coresystems

James McAnally, VP Global Support Delivery, Engineering Resolution at Hewlett-Packard Enterprise

James McAnally

VP Global Support Delivery, Engineering Resolution
Hewlett-Packard Enterprise

Clay Rose, VP Service at Getinge Group

Clay Rose

VP Service
Getinge Group

Charles Byrd, Director Implementation Support at Roche Diagnostics

Charles Byrd

Director Implementation Support
Roche Diagnostics

Scott Sobera, VP of Sales at Help Lightning

Scott Sobera

VP of Sales
Help Lightning

Anne-Fleur Andrle, CEO, AMA XPERTEYE at AMA Vuzix

Anne-Fleur Andrle

CEO, AMA XPERTEYE
AMA Vuzix

Lance Anderson

VP Enterprise Sales
Vuzix Corporation

Albert Thomas

Executive Director
Starr & Associates

12:55 - 13:55 Lunch In The Sky Terrace

Track A: Human Capital & Training

13:55 - 14:05 Chairperson’s Address

Track B: Service Efficiency

13:55 - 14:05 Chairperson’s Address
Brant Carter, Market Strategy at Trimble

Brant Carter

Market Strategy
Trimble

Track A: Human Capital & Training

14:05 - 14:25 Spotlight On The Field Service7℠ Technician Development Program
· Aligning your technician development program with current corporate objectives and service strategy
· Outlining the 7 critical training factors that make up the Field Service7 program
· Ensuring your team understands that alignment with the program benefits both the company and themselves
· Best practices for launching a new training program
Bruce Breeden, VP of Service Operations at Fairbanks Scales

Bruce Breeden

VP of Service Operations
Fairbanks Scales

Track B: Service Efficiency

14:05 - 14:25 High-End Customer Support Workflow Case Study
Roger Barranco, Senior Director, Global Security Operations at Akamai

Roger Barranco

Senior Director, Global Security Operations
Akamai

Solutions Showcase A

14:25 - 14:45 3 Tips for Improving First-Time Fix Rates to Create Lifetime Loyalty
Manufacturers are under increasing pressure to boost revenue while simultaneously cutting costs – all while driving superior customer experiences. A key area of opportunity to improve these metrics is your company’s first-time fix rate -- an area that when fully optimized creates happy customers, reduces operational costs and generates new revenue opportunities.

According to Aberdeen, 88 percent of “best-in-class” field service organizations resolve a customer’s issue on the first visit. So, how can you become one of these top performing businesses? In this session, Gary Brooks, CMO of Syncron, will outline steps to optimizing your company’s first-time fix rate, improving ROI and creating the awesome experiences your customers crave. He will specifically cover:
• Identifying the areas that are dragging down your company’s first-time fix rate
• Automating service parts management to fully optimize inventory
• Real-world examples of manufacturers improving parts management to boost margins

Gary Brooks, Chief Marketing Officer at Syncron

Gary Brooks

Chief Marketing Officer
Syncron

Solutions Showcase B

14:25 - 14:45 Workforce-As-A-Service: How Walgreens Is Using “On-Demand” To Pioneer A Field Services Revolution
There's a reason one of America's most iconic retail brands is revamping its store support service model. The savvy retailer is using an on-demand technology platform to build a flexible and independent workforce of top-rated service professionals. Using this "Workforce-As-A-Service" model, the company has been able to slash its operating costs, improve its response time and boost its bottom-line.

Attend this session to learn how one of country's largest retailers is pioneering a service delivery revolution.

Charles Hughes, Director Field Services at Walgreen Co

Charles Hughes

Director Field Services
Walgreen Co

Tom Benton, CRO at Work Market

Tom Benton

CRO
Work Market

Track A: Human Capital & Training

14:45 - 15:05 Four Disciplines Of A Healthy Organization: Using Data And "Organizational Clarity" To Build An Efficient, High Performance Company
Vince Canino at Smardt is involved in implementing an enterprise-wide human capital program to solidify executive leadership and energize company culture by ensuring:
• A comprehensive data driven performance management system is in place
• Organizational clarity and adaptability through cascading communication and fostering open discussions and employee involvement
• The organization's key behavioral values and organizational goals are clearly and constantly communicated from top down

Vincent J. Canino, Global COO at Smardt

Vincent J. Canino

Global COO
Smardt

Track B: Service Efficiency

14:45 - 15:05 Keeping Service Technicians Engaged Through Technology Advances
· Your technicians must support and trust your field service tools in order for them to be used most effectively
· What contributes to a negative reaction to new technologies?
· How managers can present new tools in a different light to get technicians engaged
Donald Stephens, Senior Customer Service Engineer at Xerox

Donald Stephens

Senior Customer Service Engineer
Xerox

Track A: Human Capital & Training

15:05 - 15:25 Case Study Revolution: Four Disciplines Of A Healthy Organization: Using Data And "Organizational Clarity" To Build An Efficient, High Performance Company
A 15-minute audience discussion in small groups to tackle a remaining challenge or opportunity from the preceding presentation.

Track B: Service Efficiency

15:05 - 15:25 Case Study Revolution: Keeping Service Technicians Engaged Through Technology Advances
A 15-minute audience discussion in small groups to tackle a remaining challenge or opportunity from the preceding presentation.

15:25 - 16:10 Afternoon Refreshment & Networking Break In The Innovation Lounge Sponsored by Microsoft


Track A: Human Capital & Training

16:10 - 16:30 INTERACTIVE WORKSHOP: Field Service Maturity Modeling: Marking Progress And Mapping Futures
Most of today’s Field Service Organizations are challenged to improve customer satisfaction in the face of ever more cost reduction initiatives and, for many, an aging workforce. Service executives are thereby required to navigate through significant short-term operational hurdles while simultaneously creating tomorrow’s vision and formulating a viable roadmap to realization. While an aging workforce may shape the people challenges for many service leaders, the explosion of options in the domains of process and technology in today’s world can be simply bewildering.

This workshop will have participants determine their own maturity levels and, using a provided model for discussion, break into groups to discuss/determine whether the next logical steps on the model makes sense for them. Groups will be asked to share challenges and insights, which will be published on the Field Service Fall app.
Robert Willard, Senior Manager of Global Service Accounts and CXM Practice at Coherent

Robert Willard

Senior Manager of Global Service Accounts and CXM Practice
Coherent

Track B: Service Efficiency

16:10 - 16:30 Service Parts Planning To Drive Cost Out
· Uncovering where you can increase profitability and drive cost out of parts planning
· Determining what is a repairable part
· Ensuring you get back warranty parts
· Best ways to leverage vendor relationships in service parts planning
Ramamohan Pai, Global Service Supply Chain Manager at BD Life Sciences

Ramamohan Pai

Global Service Supply Chain Manager
BD Life Sciences

Track A: Human Capital & Training

16:30 - 16:50 INTERACTIVE WORKSHOP: Field Service Maturity Modeling: Marking Progress And Mapping Futures
Most of today’s Field Service Organizations are challenged to improve customer satisfaction in the face of ever more cost reduction initiatives and, for many, an aging workforce. Service executives are thereby required to navigate through significant short-term operational hurdles while simultaneously creating tomorrow’s vision and formulating a viable roadmap to realization. While an aging workforce may shape the people challenges for many service leaders, the explosion of options in the domains of process and technology in today’s world can be simply bewildering.

This workshop will have participants determine their own maturity levels and, using a provided model for discussion, break into groups to discuss/determine whether the next logical steps on the model makes sense for them. Groups will be asked to share challenges and insights, which will be published on the Field Service Fall app.
Robert Willard, Senior Manager of Global Service Accounts and CXM Practice at Coherent

Robert Willard

Senior Manager of Global Service Accounts and CXM Practice
Coherent

Track B: Service Efficiency

16:30 - 16:50 Satisfying Customers Efficiently As Your Service Organization Grows
· As your business grows, what are the best ways to support an expanding customer base
· How to scale quickly by hiring right and training by the best
· Creating a standard of service that meets customer expectations but doesn’t add unnecessary cost
· Overcoming growing pain challenges in your service business
Tim Sparks, VP Operations at ProAutomated

Tim Sparks

VP Operations
ProAutomated

Track A: Human Capital & Training

16:50 - 17:10 INTERACTIVE WORKSHOP: Field Service Maturity Modeling: Marking Progress And Mapping Futures
Most of today’s Field Service Organizations are challenged to improve customer satisfaction in the face of ever more cost reduction initiatives and, for many, an aging workforce. Service executives are thereby required to navigate through significant short-term operational hurdles while simultaneously creating tomorrow’s vision and formulating a viable roadmap to realization. While an aging workforce may shape the people challenges for many service leaders, the explosion of options in the domains of process and technology in today’s world can be simply bewildering.

This workshop will have participants determine their own maturity levels and, using a provided model for discussion, break into groups to discuss/determine whether the next logical steps on the model makes sense for them. Groups will be asked to share challenges and insights, which will be published on the Field Service Fall app.
Robert Willard, Senior Manager of Global Service Accounts and CXM Practice at Coherent

Robert Willard

Senior Manager of Global Service Accounts and CXM Practice
Coherent

Track B: Service Efficiency

16:50 - 17:10 Motivating Your Team To Charge Any Mountain
· Why do you get out of bed in the morning? Helping your employees find purpose
· When your employees lose motivation, how do you get them back in the game?
· Building trust in order to get your teams to charge any mountain
· Bringing more fun and motivation into the job to keep your employees happy
Patrick Dell, Regional Director Service, Southeast North America, Latin America and Carib at Varian Medical Systems

Patrick Dell

Regional Director Service, Southeast North America, Latin America and Carib
Varian Medical Systems

Which presentations from earlier this afternoon sparked your interest? Now you get to sit down with that speaker and 10 – 15 other attendees to ask questions and debate the topic further – all while tasting a new brew!

#1 Spotlight On The Field Service7℠ Technician Development Program
Bruce Breeden, VP of Service Operations, Fairbanks Scales

#2 Motivating Your Team To Charge Any Mountain

Patrick Dell, Regional Director Service, Southeast North America, Latin America and Caribbean, Varian Medical Systems

#3 High-End Customer Support Workflow Case Study

Roger Barranco, Senior Director, Global Security Operations, Akamai

#4 Service Parts Planning To Drive Cost Out

Ramamohan Pai, Global Service Supply Chain Manager, BD Life Sciences

#5 Satisfying Customers Efficiently As Your Service Organization Grows

Tim Sparks, VP Operations, ProAutomated

#6 Optimizing Global Dealer Relationships To Benefit Both You And Them

Mike Corbin, Director, Global Service, Quantachrome

Patrick Dell, Regional Director Service, Southeast North America, Latin America and Carib at Varian Medical Systems

Patrick Dell

Regional Director Service, Southeast North America, Latin America and Carib
Varian Medical Systems

Ramamohan Pai, Global Service Supply Chain Manager at BD Life Sciences

Ramamohan Pai

Global Service Supply Chain Manager
BD Life Sciences

Bruce Breeden, VP of Service Operations at Fairbanks Scales

Bruce Breeden

VP of Service Operations
Fairbanks Scales

Mike Corbin, Director Global Service at Quantachrome

Mike Corbin

Director Global Service
Quantachrome

Roger Barranco, Senior Director, Global Security Operations at Akamai

Roger Barranco

Senior Director, Global Security Operations
Akamai

Tim Sparks, VP Operations at ProAutomated

Tim Sparks

VP Operations
ProAutomated

17:45 - 19:15 Casino Night Reception In The Innovation Lounge

Cocktails, food, music, games. Groundbreaking speakers that contribute to a productive meeting. You. We’ve got all the ingredients for a great party – see you there!

19:15 - 23:59 Conclusion Of Day Two