Solutions Agenda

Transcription

1 Solutions 2017 June Chicago Agenda

2 Solutions 2017 Agenda Join the Fusion Community as we embark on a three-day training event designed to equip you with critical knowledge and skills needed to fully leverage the power of your Fusion Framework System and realize your program s full potential. Introducing the Core Disciplines of an Effective and Efficient BCM Program Solutions progressive learning agenda breaks down the modern BCM program into its core disciplines: Information Foundation, Program Strategy, Preparation, Simulation, and Execution. Grouped by discipline, sessions are designed by the Fusion team and customers to build off of each other and deliver strategic vision, best practices, hands-on training, and real-world case studies; enabling you to advance your complete program management expertise.

3 Meeting Agenda Solutions 2017 Program Strategy Sessions Customer Success Spotlight Learn how our spotlight speakers used cutting-edge methods and best practices with the Fusion Framework System to achieve senior management visibility Tracy Judge, TransUnion Fran Zinke, Manulife Why Platform Matters: Understanding and Maximizing the Power of the Platform The Force.com platform is world-renowned and for good reason. Join Cory Cowgill as he takes a deep dive into the Force.com platform and explains how it provides your program a competitive advantage, how to leverage its capabilities to elevate your BCM program, and ways to access valuable community and support tools. Cory Cowgill, Director of Product Engineering Deep Dive into User Management: Effective and Proven Strategies to Managing Users Managing users can be a full time job as new employees onboard, roles and permissions change or employees leave the company. Your approach to user management is critical in terms of timeliness and accuracy. Learn best practices, tips, and tricks from other Fusion customer use cases and streamline your user administration process. Mason Jappa, Business Analyst Nick Rossi, Business Analyst Security Best Practices: How to Implement a Layered Security Model and Secure Access to the Fusion Framework System (FFS) Join Mike and Scott as they discuss why a state of the art security model is critical to safeguarding your organization s data and your program s success. Participate in an informative best practice tutorial on how to build a layered security model using tools such as profiles, permission sets, organization-wide defaults, public groups, and role hierarchies. & Support Scott Corsey, Business Analyst Advanced Fusion Framework System Administration: Taking Your Admin Skills to the Next Level Propel your BC program forward by advancing your Fusion Framework System (FFS) administration skills. In this session we are focusing on advanced topics such as duplicate prevention, report folder sharing, permission sets, record access troubleshooting, process builder, workflows, and others; these skills will enable you to build an even more sophisticated BCM program. & Support Essential Admin Reporting: Advanced Analytics and Reports in the Fusion Framework System Drive organizational buy-in for your BCM program through the Fusion Framework System s extensive reporting and dashboard tools and capabilities. Join Mike and Scott as they cover essential reporting and dashboard capabilities such as exception reporting, joined reporting, custom report types, and dashboard components, while examining customer use cases. & Support Scott Corsey, Business Analyst 1

4 Meeting Agenda Program Strategy Sessions Continued Change Management: Effective Processes and Tools This session outlines change management and provides recommendations on implementing an effective change management strategy. Alex and Jennifer will present best practices for managing an organization with multiple administrators, data export and backup, managing configuration changes to production, and the importance of sandbox testing. Elissa McCulla, Director, Project Management Office Jennifer Wright, Project Manager Building an Enterprise BCM Program: Guiding Principles Supported by the Fusion Framework System A successful program starts with a vision. A strategy is then developed to support that vision and ultimately your program drives that vision and strategy. This session, discusses how to develop a strategy for your program by reviewing key components, specific methodologies, and guiding principles of a successful enterprise program and how to bring that strategy to life by leveraging the Fusion Framework System. David Halford, Director of Advisory Services The Evolution of BCM: Applying Elements of a Modern BCM Program Technology and thought leadership has significantly transformed the business continuity industry, profession, and the value it drives for the organization. Explore best practice approaches that will enable you, as a BCM leader, to mature your program and position you as a value center for the organization. Peter Laz, Senior Managing Consultant Engaging the Executive Suite: Driving Programmatic Support through Dashboards and Reporting What you do is important and communicating that value to senior and executive management is critical but not always easy. Learn advanced methodologies used to build and maintain a solid information foundation and how to create compelling reports and dashboards that drive value, effectively engage senior level management, and ultimately enable continued program support and growth. David Halford, Director of Advisory Services & Stephen Graff, Advisory Consultant Simulation Session Simulation Spotlight: Mock Scenario This Mock Disaster Exercise will use an actual event as the case study and have you participate in response, recovery and resumption activities so you can learn first-hand the best practices that will enable your organization to effectively and efficiently manage the event in a way that limits the impact to your organization. We will use some surprise participants and provide timely injects to add realism to the situation - as it would really occur. Join us to learn from some of the most experienced professionals in our industry - as well as your peers - and have fun doing it! 2

5 Solutions 2017 Information Foundation Sessions Customer Success Spotlight Learn how our spotlight speakers leveraged the Fusion Framework System to build an information foundation that supports their programs both tactically and strategically, and enabled greater engagement and efficiencies throughout their organizations. Melanie Lucht, Carnegie Mellon University Mike Tenny, USAA External Data Integrations: Building a Better Information Foundation Having complete, accurate and up-to-date data is critical to your program s effectiveness. Program managers and administrators will learn all about the power of integrating external data sources, including key contacts, applications, vendors, and sites with your Fusion Framework instance. Cory and Mike will review integrations sources, types of data integrations, and provide tips on how to successfully engage your technology teams. Cory Cowgill, Director of Product Engineering and Support BIA Redesigned: Designing a BIA process that Drives Better Analytics and Decision Making Imagine you could start over and redesign your business impact analysis (BIA) from the ground up: collect the right information; produce the right analytics; communicate to the right audience; and make the right decisions. Join Bob and Matt as they discuss core BIA principles on how to simplify your questionnaires, improve the end user experience, and produce more effective results. Bob Sibik, Senior Vice President Matt Palaparthi, Senior Solutions Architect Organizational Modeling: Structuring Your Fusion Framework Data to Facilitate Reporting Requirements Each organization s goals, objectives, structure, and needs are unique. Join Duncan and Mike as they examine the key elements of an organization such as; sites, departments, business functions, and ways for you to best structure data and leverage the Fusion Framework System to support your business and reporting outcomes. Duncan Rarity, Partner of Advisory Services and Support Business Impact Management: How to Drive Action and Build a Complete Business Impact Profile Learn how to build a more complete business impact profile within the Fusion Framework System by effectively capturing and leveraging BIA data and incorporating various risk assessments. Collaborate with Bob and Matt to identify and discuss solutions to your BIA challenges by bringing your questions to the session. Bob Sibik, Senior Vice President Matt Palaparthi, Senior Solutions Architect Risk Management: Expanding Your BCM Program to Include Site Vulnerabilities and Third Party Risks As a part of Operational Risk Management, high value Business Continuity Management programs must be able to identify, measure, monitor, and mitigate various types of risks beyond the traditional BIA. Join Peter Laz and Kim Hirsch as they explore how the Fusion Framework System can be instrumental in helping your organization provide greater value by managing Operational Risk in the areas of Site Vulnerabilities and Third Party Risks. Peter Laz, Managing Consultant Kim Hirsch, Senior Advisory Consultant 3

6 Meeting Agenda Preparation Sessions Design and Architect Effective and Actionable Plans: Leveraging the Power of the Procedure Library Join Bob, and Justin as they introduce Actionable Planning, a long-term, scalable approach to strategic planning that helps you identify when to develop a plan, what types of plans are needed, and who will be using the plan. Learn how to leverage the Procedure Library to ensure information quality and consistency throughout your organization s plans. Bob Sibik, Senior Vice President Justin Carlson, Product Manager Demystifying Conga: Understanding Conga Outputs and Reporting Solutions Go beyond simply printing a plan and discover a world of output documents within Conga Composer. Eric and Riddhi present the power behind Conga Composer; showcasing multiple supported output types and data structures, and present best practices and solutions to common issues. Riddhi Patel, Solutions Architect Eric Christophels, Business Analyst Good House Keeping: Establishing Effective Maintenance and Approval Cycles Coordinating with internal stakeholders to review, update, and approve plans doesn t have to be a struggle. Join the Fusion team for a tutorial on how to build an efficient and effective end-to-end maintenance and approval cycle in the Fusion Framework System using object fields, workflows, alerts, and reports and dashboards. Ryan Peifer, Business Analyst Brandon Zagozdon, Business Analyst Stephen Graff, Advisory Consultant Get Connected: Discerning How and When to use Key Contacts, Teams, Rosters, and ENS Integrations Join the Fusion team as they break down the difference between Key Contacts, Teams, and Rosters. We will discuss best practices and customer success stories demonstrating how each can be effectively leveraged and enhanced through an ENS integration. Alex Ostrovsky, Senior Business Analyst Kim Hirsch, Senior Advisory Consultant Step by Step: How to Approach Recovery Sequence Planning Join David as he discusses leading methodologies and approaches to identifying critical components of a recovery sequence based on sequence, dependencies, and key stakeholders and how to use the Fusion Framework System to manage, visualize, and report on the recovery sequence and plan components. David Halford, Director of Advisory Services 4

7 Solutions 2017 Execution Sessions Customer Success Spotlight Learn how our spotlight speaker leveraged the powerful integration of the Fusion Framework System and ServiceNow to make disaster recovery more effective, efficient and economical. John Steffen, Charter Communications Cindy Backer, Mastercard Full Enterprise Engagement: Leveraging the Fusion Framework Enterprise Community to Engage Your Entire Organization Centralize safety, security, crisis/incident management, business continuity, and disaster recovery into one system. Enable anyone in your organization to report, participate, monitor and remain informed about incidents and crises using The Fusion Framework Enterprise Community. Steve Richardson, Vice President of Product Management Duncan Rarity, Managing Partner of Advisory Services Drive Command and Control: Leveraging the Fusion Framework System to Drive an Effective Integrated Recovery Exercise This session highlights the benefits and practical methods of including business users and business continuity teams in IT DR exercises. The team will make a case for integrated recovery management and demonstrate how you can accomplish this with The Fusion Framework System and The Fusion Framework Enterprise Community. Steve Richardson, Vice President of Product Management Al Martinez, Senior Advisory Consultant On the Move: Leveraging Fusion Framework System Mobile Application Capabilities Transform employees smartphones into mobile engagement points with your BCM program. Learn all about the various mobile applications available, how other Fusion customers have leveraged them, and best practices for incorporating them into your program strategy. Justin Carlson, Product Manager and Support Planning for Incident Management Success: How to Build Actionable Plans that Drive an Effective Recovery Join Bob as he discusses why a detailed, actionable plan is the key to a successful recovery. Learn best practices from other Fusion customers that will maximize your plans effectiveness and how to activate them using the Fusion Framework System s Crisis and Incident Management capabilities. Bob Sibik, Senior Vice President Incident Manager: Invoking Plans in a time of Crisis using the Fusion Framework System Recovery orchestration provides a structured approach towards recovery. Learn how to leverage the Fusion Framework System and Incident Manager to invoke plans in time of a crisis and how Fusion customers have successfully integrated with their CMDB platforms for a more efficient and effective recovery. Gregory Orzikowski, Senior Advisory Consultant 5

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