Special Event

Managing Customer Relationship Management (CRM) Selection & Implementation Projects

Summary Description of Presentation:

CRM solutions are complex and impact many departments throughout the organization and beyond. The tools and techniques used to manage these complex implementations and integrations are also continuing to evolve. Traditional waterfall and agile methodologies both have their place in the CRM lifecycle.

The era of CRM began as a progression from just sales automation to encompass a more holistic view of the customer. In the early years, CRM was considered a novelty or luxury. Today, CRM systems are as crucial to running a business as the company’s accounting system. In fact, they are tightly integrated to manage the products or services for sales, pricing, inventory, and customer credit. Customer support is no longer an afterthought either. Now, it is also built directly into the CRM as a part of the customer life cycle.

In the future, the influence of social media will shape how companies use CRM systems. A.I. as augmented information or artificial intelligence will continue to evolve and impact CRM implementations and the way we manage them.

Learning Objectives:

• Understand what a CRM is and why is it critical to organizational success
• Learn how to identify CRM stakeholders
• Understand the roles of the major stakeholders
• Learn how to manage collaboration across stakeholder groups
• Understand which metrics to use to measure success
• Learn how to apply mastery of these skills to other types of projects

 The New PMP Exam: What’s Different?

Speaker: Gina Davidovic (Director, Certification Programs, PM1World Education)

Learning Objective of Presentation: To understand the new PMP examination process, from filling out the application to passing the exam.

Summary Description of Presentation: This is an excellent opportunity to learn everything you need to know about the 2021 PMP application process and the exam. We will cover:

An overview of the entire process of obtaining your PMP

• Details on the new PMP application requirements (changed in mid-2020)
• Learn how to document the experience requirements (with an example)
• High-level overview of the 2021 examination content changes
• Details of the new question style and format
• Pros and cons of taking the exam at home versus at a centre
• Overview of the most common study pathways
• Get expert answers to your certification questions

PMs are from Mars, BAs are from Venus

Cheryl Lee, PMP, PMI-PBA, CBAP

Learning Objective of Presentation:
To be able to define business analysis, identify the relationship between project management and business analysis, and understand the importance of this relationship for agile teams.

Description of Presentation:
Have you ever been on a project where it felt like your cohort was from a completely different planet? Although the perspectives and focus of BAs and PMs may be different, we need each other to deliver successful projects. According to PMI research, “successful projects require a high level of collaboration between both the project, program, or portfolio manager and business analyst. Risks are minimized, and project and product success rates improve when these critical roles are aligned and operate in partnership. When this alignment is missing, project performance, customer satisfaction, team morale, and the end product will be adversely impacted.”

Join us as we discuss the following:

• What is business analysis?
• What is the relationship between project management and business analysis?
• Why is this relationship arguably more important for agile teams?

Venue: Virtual Event
Log in information (Zoom Link) would be provided to all registered participants before event starts

Door Prize:
Free 7.5 hour Introduction to BA course from Knowledge Adapters (valued at $199)

Using Microsoft Planner/Trello to Organize Yourself

Learning Objective of Presentation: Understand how to use tools like Microsoft Planner and Trello to organize your activities and to keep yourself organized.

Summary Description of Presentation:
We are confronted daily with myriads of activities and tasks, both routine and special. Our work, family, friends, and other parts of our lives bombard us with requests for our time, attention, and energy. Life pulls us in many different directions. As we have no doubt experienced, there are scads of gadgets, software, and apps that compete to manage our scheduling, activities, and pursuits. In this session, we will explore how to use Microsoft Planner and a similar tool from Trello.com to help us accomplish three goals:

1. To become more methodical in our organization.
2. To be more connected with the devices and tools that we may use.
3. To be more consistent in using these tools.

This session will be practical, with plenty of examples using these apps. You will also receive a valuable workbook and a handy cheat sheet to help you apply your new skills.

Venue: Virtual Event
Log in information (Zoom Link) would be provided to all registered participants before event starts

Door Prize: Yes-a workbook (in PDF format) with the major points and a “cheat-sheet” to help in implementation.

You are invited to our upcoming event. See details below:

Dancing inside the Waterfall:
Borrowing Agile Concepts to Benefit Your Waterfall Project

Presenter: Ryland Leyton, CBAP, PMP, CSM, SPC4.

Date: Thursday, June 17, 2021
Time: 6:00 p.m to 7:15 p.m
Venue: Virtual (Event link to be provided following registration)

Description of Presentation: Agile concepts can benefit every project, including waterfall implementations! In this session we show how to apply core agile concepts in any situation and avoid saying agile “trigger” words that could create resistance. No agile experience is required to benefit from this session. While the presentation is software focused, examples from other industries will be explored.

Learning Objective of Presentation:
1. Learn four key concepts applied in agile work efforts.
2. Understand the benefits and uses of these concepts in every project.
3. Learn how to avoid “agile prejudice” regarding using these ideas, and how to overcome objections.
4. Have a means for conversing about these ideas without mentioning agile