User Experience and Intelligence Summit

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1 #JPKGroup User Experience and Intelligence Summit Intelligence Experience Design UX Driven Innovation Mapping Emotion Experience Persona Development Prototyping Experience Team Building Product Lifecyle Management Rapid Design Storytelling & Visualization Collaborative Analytics 13.5 CPE credits available! June 21-22, 2018 Boston, MA

2 Reasons to Attend Our forums allow attendees to learn and share best practices, walk away with real-concrete, actionable solutions and expand their professional skill sets. The agenda allows you to choose between multiple break out session options so you and your team can converse and interact with other attendees and presenters. By attending, you and your group will walk away with invaluable-actionable examples, insights and connections that will help you tackle challenges in your current role. Unique Format We understand not everyone learns at the same pace or delivery method. Our learning sessions range from 1 hour keynote sessions, to longer workshop sessions and interactive group dialogue and discussion sessions that offer more hands-on, interactive learning. These sessions are designed to help each attendee get the absolute most out of the other attendees and speakers. What's Included Along with the excellent learning and networking opportunities, your tuition fee covers a full, hearty breakfast, lunch, snacks and refreshments for both days. Also, stay after the last session on day 1 for our networking reception and relax with drinks while you network with your peers in a vendor-free atmosphere. LEARN. CONNECT. TRANSFORM. The 2018 User Experience and Intelligence Summit is a two-day, multitrack, professional education and development event, featuring vendorfree learning, intimate, high-level networking and interactive and engaging topics. Experience Design, UX Strategy Insights and Innovation all play large roles in the success and growth of today s products. Hear best practices and lesson s learned from successful experts and practitioners currently succeeding in these areas. Gain insight from case studies and motivation from leading experts. Ask questions, expand your knowledge and attain un-biased recommendations in group discussions. Acquire and test new skills in interactive workshops. Attendees can pick and choose from all sessions and workshops to customize their own summit experience. Geared towards practitioners, this is event will help you lead your design and product teams, grow and innovate your products and gain a new understanding of your design process, products, users and market.

3 THURSDAY, JUNE 21, 2018 AGENDA 7:45 am Registration and Breakfast 8:15 am Welcome and Opening Comments 8:30 am Opening Keynote: Experience Matters Gain insights and an intelligence baseline through a day in your user s eyes Gain insights by analyzing your customer and users product touch-points and journey Identify motivations behind user behavior and expectations to better innovate and frame your product Encouraging experience thinking collaboratively throughout your team, stakeholders and organization 9:45 am Innovation through Experience Design Workshop Grow and develop products and services that have importance and are critical for your users. Discover new user insight inputs and turn customer and user feedback into successful product integrations. Capitalize on new technology to enable real-time feedback and allow your development and insight teams to reach their full potential. Gain insights into Rapid Design techniques that can take your products and services to the next level. 11:00 am Innovation through Experience Design Workshop (Continued) Grow and develop products and services that have importance and are critical for your users. Discover new user insight inputs and turn customer and user feedback into successful product integrations. Capitalize on new technology to enable real-time feedback and allow your development and insight teams to reach their full potential. Gain insights into Rapid Design techniques that can take your products and services to the next level. 9:45 am Product Lifecyle Management Strategies encompassing the intersection of research, engineering and product management Exploring gaps and solutions in digital vs physical product planning Streamlining process, role and execution in strategy Managing customer & user privacy in product development Product adoption, support and management 11:00 am Predictive Product Modeling Techniques Taking data analysis to the next level through predictive planning Capitalizing on predictive analytics to improve product launch, growth and full lifecycle planning Apply simple modeling and forecasting techniques to spot opportunities and inefficiencies in product planning Forecast product growth and using scenario planning to plan for external market variables 12:00 pm Lunch 1:00 pm Workshop: Journey & Touchpoint Mapping Analyze and optimize your user s journey and product touchpoints to improve the product experience and gain innovation insights 1:00 pm Product & UX Development for SAS Deep dive into software as a service usability and lifecycle planning Rethinking process, collaboration and roles Optimizing continuous feedback cycle loops Design & re-branding considerations and case studies

4 THURSDAY, JUNE 21, 2018 AGENDA 2:15 pm Workshop: Journey & Touchpoint Mapping (Continued) Analyze and optimize your user s journey and product touchpoints to improve the product experience and gain innovation insights 2:15 pm B2C Product Development & Experience Feedback Exploring consumer thinking and feedback in product development Tackling consumer research barriers, assumptions and pitfalls Insight frameworks that turn feedback to actions Managing consumer privacy and expectations in today s connected product world 2:15 pm Product Strategy in Service & B2B Environments Exploring product development methodology and techniques when dealing with products as a service Exploring the B2B relationship, setting and unique customer needs Communication and collaboration strategies to attain feedback, uncover actionable insights and true needs Product lifecycle models that engage customers and showcase true value 3:30 pm Avoiding the Customer Metric-Centric Trap Explore the path toward customer & user centricity, its intersection with metrics and the pitfalls that many experience focused leaders and organizations can fall into. Common hurdles and miss-steps in analytic experience analysis and metrics Collaborative approaches that focus on turning insights to action Exploring the omni-channel development, experience design, marketing and metric overlaps 3:30 pm Agile Product & Portfolio Management Developing a complete line-of-site view of your product offerings, crossover touchpoints and product roadmap Collaborative approaches to ensure transparency, efficiency and & proper flow of data Applying portfolio and project management techniques in Agile work settings Exploring the omni-channel product development & marketing overlaps 4:30 pm Networking Reception

5 FRIDAY, JUNE 22, 2017 AGENDA 7:45 am Registration and Breakfast 8:15 am Welcome and Opening Comments 8:30 am Opening Keynote: Storytelling & Data Visualization Bringing user data, lifecyle planning, analytics and analysis together to build impactful, relate-able and actionable stra Learn how to optimize the 3 C s of data visualization: clarity, connectivity and concentration Best practices on segmentation of data, checking legibility and focusing on the subject How to design ways to keep users engaged 9:45 am Persona Insights & Development Workshop Discover the voice and motivations of your customers and users Explore value propositions and use scenarios for personas Templates and mapping strategy for developing personas Research techniques and frameworks for getting started including empathy mapping, real-time personas and research based personas 11:00 am Persona Insights & Development Workshop (Continued) Discover the voice and motivations of your customers and users Explore value propositions and use scenarios for personas Templates and mapping strategy for developing personas Research techniques and frameworks for getting started including empathy mapping, real-time personas and research based personas 12:00 pm Lunch 9:45 am Mobile Storyboarding Gain perspective on the latest practices for mobile digital design planning Responsive Design Innovations for Web & Mobile Modifying traditional storyboarding techniques for mobile Optimizing the mobile user experience 11:00 am Usability through Quality Assurance The critical intersection of UX, UI and QA Viewing QA through the experience lens Aligning QA testing and the user journey map Enhancing the experience interface while improving QA efficiency 1:00 pm Building the Experience Team Workshop Roles, recruiting and resources. Be sure your experience team is ready to step up to any challenge or initiative. Develop a solid plan of action to build and recruit a team that continuously evolves, disseminates the experience plan, and leads from the front. Understand where positional and functional overlaps occur, repercussions of personnel development and churn and key team-building attributes necessary for any successful experience and insights function. 1:00 pm Next Generation Feedback- Extending Digital Analytic Methods to the Physical World Applying digital intelligence and analytic techniques, personalization and experience feedback in brick & mortar settings Understanding the Omni-Channel environment and key overlaps and differences Explore emerging technologies that extend customer measurement and user feedback into physical spaces Analyze key use cases in using physical tracking data to optimize on-location experience impacts such as staff interactions, services layout, conversion success, queuing, etc.

6 FRIDAY, JUNE 22, 2017 AGENDA 2:30 pm Building the Experience Team Workshop (Continued) Roles, recruiting and resources. Be sure your experience team is ready to step up to any challenge or initiative. Develop a solid plan of action to build and recruit a team that continuously evolves, disseminates the experience plan, and leads from the front. Understand where positional and functional overlaps occur, repercussions of personnel development and churn and key team-building attributes necessary for any successful experience and insights function. 2:30 pm Social Media Intelligence & Insights Explore techniques and approaches to gathering and making usable analysis from the ever-changing social web Viewing QA through the experience lens Aligning QA testing and the user journey map Enhancing the experience interface while improving QA efficiency 3:45 pm Executing Experience Strategy Overcoming strategic execution challenges and implementing experience thinking transformation at your organization 4:30 pm Adjourn

7 PAST JPK USER EXPERIENCE & INTELLIGENCE PRESENTERS INCLUDE: Ha Phan Principal UX Architect at HOMMA, Inc Michael Dain UX Design Director at Aquent; Adjunct Lecturer at Northwestern University Simon Hunt Product Management & Analytics, New Data and Digital Business Models at BMW of North America, LLC Amanda Linden Head of Design at Asana Erin Overly Global Marketing Innovator, Former Sr. Dir. Global Innovation at Mondelēz International Kelly Goto CEO, Founder at gotoresearch Roy Barnes President Blue Space Consulting; Customer Experience and Performance Management Expert; Former SVP at Marriott Vacation Club International; Author of Customer Experience 365 Margret Schmidt VP Product Development & Chief Design Officer at TiVo Anjali Desai Sr. Director of Design, User Experience Group at SAP Ariba Paige Bennett Senior UX Researcher at Weight Watchers

8 Attendee Comments Who Should Attend? "I ve attended 15+ SCIP/Frost & Sullivan conferences and this has been the most valuable to me. Practical and actionable." "It was great not having 'vendors' selling/promoting services during breaks or in speaking sessions." "Relevant topics and diverse but relatable group of speakers." "Informal dialogue and peer learnings was great! Ability to learn/become aware of new tools and concepts." User Experience & Insight Professionals Software Developers Designers User Interface Professionals Product Managers Product Designers User Insight Teams Product Engineers Research & Development Teams Innovation Managers Quality Assurance Professionals Strategy Officers Business Development Professionals Product Marketing Teams Customer Loyalty and Insights Marketing Managers Information Architects Business Intelligence Professionals.and anyone dealing with user / customer insights, UX, design, innovation or product development!

9 HOTEL & VENUE Online Reservations: Reserve your room here. Courtyard Boston Downtown $288/night Limited amount of discounted rooms available. 275 Tremont Street Boston, MA (617) Room block ends June 4th, CPE CREDITS JPK Group LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: Recommended Field of Study: General Program Level: Basic Delivery Method: Group-Live Prerequisites: None Advanced Prep: None

10 DECEMBER 2016 REGISTRATION Summit Registration Attendee Participation Rates 1 Person - $1,499 2 People - $1,199/each 3 People - $999/each 4 People - $799/each 5+ People - registration@jpkgroupsummits.com Early Discount Rates Expires 4/30/18 Attendee Name Title Organization Online: JPKGroupSummits.com Phone Additional Attendee Name Title Organization Phone Additional Attendee Name Phone: Fax: POSTMODERN PAINTING. Stella alternately paints in oil and watercolor Title Organization Phone Credit Card Payment Information Name on Card Card Number Expiration Date CV2 (card verification number) Billing Address Pay by Check Checks should be made payable to JPK Group LLC. The mailing address for checks and tax forms is Rancho Carmel Drive #502876, San Diego, CA Cancellation/Rescheduling Policy All cancellations made four weeks or longer from the summit s start date will be provided a full refund or credit toward current or future JPK Group programs. Any cancellations made within four weeks of the programs start date will be provided with credit toward current or future JPK Group programs.

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