Hyatt Regency
Santa Clara
MAY
14 - 15
DAY 1
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Modernization is no longer optional—it’s a core PS mandate. This session explores how Professional Services teams can lead customers through legacy transformation by leveraging scalable frameworks, automation, and strategic change management. Learn how to assess readiness, align stakeholders, and position PS as a proactive driver of modernization and long-term value.
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Discover innovative strategies to overcome common professional services challenges using modern tools, automation, and analytics. Learn proven methods and practical insights to streamline operations, increase profitability, enhance project visibility, and improve client satisfaction.
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How are enterprise CIOs thinking about AI? Join this panel of technology leaders as they share strategies for responsible AI adoption, cross-functional alignment, and navigating the risks and rewards of enterprise transformation.
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In high-growth SaaS, success can mask deeper misalignments. Join Justin Manduke, VP of PS at AuditBoard, as he shares how great teams fall into the trap of premature optimization. Drawing from roles at Medallia, Blend, and Afresh, Justin unpacks why fixing the wrong problems—even with good intentions—can derail long-term success. Learn how to time your priorities right and avoid building a house on a shaky foundation.
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One product is challenging enough—now multiply that. In this session, discover how to deliver consistent value across a complex, multi-product SaaS offering. Learn how to adapt service models, streamline resource management, and ensure delivery excellence at scale.
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Learn how operational excellence can significantly boost profitability in professional services. This session explores proven methods to streamline service delivery, optimize resource utilization, leverage automation, and enhance project governance to consistently achieve higher margins and growth.
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Hypergrowth tests everything—processes, people, and patience. Learn from PS leaders who’ve scaled fast without sacrificing quality. Walk away with actionable tactics to manage growth, avoid common traps, and keep your margins and customers happy.
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Building a successful partner implementation program requires clarity, consistency, and collaboration. In this dynamic panel, industry leaders share real-world strategies for onboarding partners, setting them up for scalable delivery, and maintaining quality as programs grow. Learn how to create strong enablement frameworks, establish shared success metrics, and avoid common pitfalls. Walk away with actionable insights to launch, refine, and scale your partner-led implementation motion with confidence.
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Master the power of persuasive communication to accelerate system adoption across your organization. This session offers practical frameworks for influential conversations, effective stakeholder engagement strategies, and proven methods to enhance user acceptance, adoption rates, and ROI.
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Discover Actabl’s proven playbook for delivering exceptional customer onboarding experiences. This session reveals actionable strategies, best practices, and tools to accelerate onboarding, enhance client engagement, reduce time-to-value, and establish lasting customer success and satisfaction.
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Today's customers demand clarity—not vague answers like “it depends.” This workshop introduces the SaaP™ model, turning professional services into clear, pre-packaged offerings with defined scopes, deliverables, and pricing. Learn step-by-step methods for building your SaaP™ portfolio, creating reusable service templates, and empowering your sales team to confidently sell services.
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Customer Experience doesn’t stop at GoLive—it evolves. In this session, uncover how modern PS teams are extending their influence post-implementation to unlock long-term value. Learn how to operationalize CX with success plans, usage insights, and customer education to transform support into strategy. Discover how proactive engagement post-GoLive can reduce churn, drive expansion, and turn delivery teams into growth partners.
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Data isn't just for dashboards—it's your path to faster outcomes. This session explores how top PS teams are capturing and leveraging delivery insights to reduce time-to-value, forecast project risks, and drive better decision-making across the customer lifecycle.
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DAY 2
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Under-resourced teams delay outcomes. Overloaded ones burn out. Learn how to optimize your most valuable asset—people—using smarter forecasting, prioritization, and planning. This session will help you staff with confidence and deliver with consistency.
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The best PS orgs own more than delivery—they shape the entire customer journey. This session reveals how to align every phase from onboarding to expansion, reduce friction, and deliver an experience that drives loyalty and revenue.
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Leadership is changing—fast. Explore how AI is reshaping the role of leaders and empowering teams to make smarter decisions in less time. From productivity boosts to strategic insights, see how tomorrow’s leaders are acting today.
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Manual project tasks slow teams down and increase risk. This session showcases how to leverage Rocketlane’s automation capabilities to streamline project workflows, reduce repetitive effort, and ensure consistency in delivery. Learn to automate task assignments, approvals, reminders, and milestone tracking—freeing up your team to focus on high-value work. Gain practical tips to build scalable, intelligent automation into your onboarding and implementation projects using Rocketlane.
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AI is rapidly transforming the Professional Services landscape—streamlining operations, enhancing insights through predictive analytics, and enabling more tailored, proactive customer engagement. This session explores how PS leaders can embrace AI to evolve roles, rethink delivery models, and drive greater efficiency and impact. Learn how to future-proof your PS organization by aligning talent, technology, and strategy in an AI-driven world.
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When legacy processes slow you down, reinvention is the only option. Learn how AlayaCare modernized its PS organization—digitizing delivery, streamlining operations, and accelerating time-to-value for customers. A transformation story with lessons for every leader.
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Get an exclusive look at what’s next for Rocketlane. This session dives into upcoming features, strategic priorities, and long-term vision driving product innovation. Discover how Rocketlane is evolving to better support complex implementations, improve collaboration, and enhance customer outcomes. Learn how new capabilities—powered by automation, AI, and deeper integrations—will empower teams to deliver faster, smarter, and more consistently.
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Small misses in onboarding can spiral fast. This session teaches you how to identify hidden risk signals early, prevent escalation, and build onboarding processes that are resilient, repeatable, and designed for impact.
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You’ve got the data. Now, tell the story. Learn how high-performing PS leaders are transforming metrics into narratives that win executive support, drive clarity, and move teams toward aligned action. It’s not about the numbers—it’s about what they mean.
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Gain essential insights into launching and scaling a successful professional services organization from Series A onwards. Learn practical strategies on hiring, structuring teams, aligning service offerings, managing growth, and leveraging early-stage resources to maximize efficiency and profitability.
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Go behind the scenes with Raj as he shares how his team transformed their professional services engine by building three internal accelerators—Config Genie, Integrate Genie, and Migrate Genie. Learn how these intelligent tools automate complexity, reduce manual effort, and mitigate project risks to enable faster, more predictable SaaS implementations. If you’re thinking about AI-powered delivery, this session is your blueprint.
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Get a behind-the-scenes look at how Rocketlane’s own teams use the platform to deliver seamless onboarding and implementation. This session reveals real workflows, automation tips, and internal best practices that power Rocketlane’s customer experience. Learn how the team manages cross-functional collaboration, drives accountability, and tracks time-to-value—using the same tools available to every customer. Walk away with practical ideas to elevate your own delivery operations.
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AI is evolving fast—and leaders don’t need to be experts to make smart, strategic calls. This session simplifies the latest in AI, helping you spot real value, ask the right questions, and identify high-impact use cases. Learn key trends and tools to confidently lead AI conversations and drive innovation without getting lost in the tech.
Hyatt Regency
Santa clara
MAY
14 - 15