Field Service USA 2017 (past event)

April 18 - 21, 2017

JW Marriott, Palm Springs, CA

1.888.482.6012

Main Conference Day One: Embracing Innovation To Enhance Your Service Organization - Wednesday, April 19, 2017

7:00 am - 7:55 am Registration & Breakfast In The Exhibit Hall

We’ve done all the legwork before the show, so you’ll be able to identify which solutions will work for your business as soon as you walk into the Exhibit Hall. Test drive the most relevant solutions and find your next long-term partner here. For solution providers, there’s no better place to showcase your brand. And did we mention the Minute-To-Win-It games, specialty coffees, mimosas, giveaways, cash prizes, and much more? You won’t want to leave the Exhibit Hall!

7:55 am - 8:10 am Welcome Remarks & Ice Breaker

Sara Mueller, Portfolio Director, Program Development at Field Service Events

Sara Mueller

Portfolio Director, Program Development
Field Service Events

8:10 am - 8:25 am Chairperson’s Opening Address

Gary Brooks, CMO at Syncron

Gary Brooks

CMO
Syncron

A panel of C-Level executives from leading organizations that have service as their top priority will shed light on major initiatives of the C-Suite. From how service plays into competitive strategy to macro-level business trends, this is a session you won't want to miss. In fact, 2016’s version of this interview was at standing-room only, so set a reminder on your phone now to ensure you witness this forward-looking discussion with the top minds in business management.
Johannes Emmelheinz, CEO Mobility Services at Siemens Mobility

Johannes Emmelheinz

CEO Mobility Services
Siemens Mobility

Frank Bibens, President, Global Services at Vertiv

Frank Bibens

President, Global Services
Vertiv

9:00 am - 9:20 am Embracing Innovation To Achieve The Next Generation Of Service And Support

What does tomorrow’s service and support organization look like? What do we need to do today in order to be ready for the future of service? Where are both the common and not-so-common innovations we can embrace in order to be a world-class service organization? John, who’s been managing quality, client care, and technical support at IBM for almost 20 years will share this insight with you inspiring ideas to help you be one of the first to achieve the next generation of service and support.
John Manasso, GM, Technology Support Services - N. America at IBM Global Technology Services

John Manasso

GM, Technology Support Services - N. America
IBM Global Technology Services

9:20 am - 9:40 am Using KPIs To Maintain Excellence In A Mature Market

Art’s team is very strong with managing their KPIs successfully. They’ve gone through several acquisitions recently so it’s forced them to examine different cultures and how employees are measured. They’ve narrowed it down to some key metrics that are very accurate, all which he will share with you during this presentation.

Changing the culture of how to measure people post-acquisition
Determining which metrics should be your key measures
Publishing technician measurements monthly
Identifying opportunities to increase performance
Arthur N. McGinn Jr., EVP Service at Canon Solutions America

Arthur N. McGinn Jr.

EVP Service
Canon Solutions America

9:40 am - 10:00 am Service Transformation: The Cornerstone Of Your Digital Journey

Across many industries innovation is creating powerful synergies between connected devices, the cloud, and business applications. At the same time, global competition is unrelenting and when product margins are under pressure, manufacturers and service providers must look for new ways to drive their businesses growth. Learn how companies are embracing digital transformation and leveraging service as a key area of that transformation to drive efficiency, profits and customer experience.
Scott Berg, CEO at ServiceMax

Scott Berg

CEO
ServiceMax

10:00 am - 10:40 am Refreshment & Networking Break In The Exhibit Hall

10:40 am - 11:00 am Establishing The Right Technology To Enable Wide Use Of Digital Services

Decisions on hardware, data structures, integrated services and services that will enable digitalization for customers while actually making the field service force more efficient are critical to industry leadership and even survival in some cases. Scott will share how Thyssenkrupp, one of the most advanced organizations in field service, enabled their innovative digital services program.
Scott Day, EVP Product & Business Strategy at Thyssenkrupp Elevator Corporation

Scott Day

EVP Product & Business Strategy
Thyssenkrupp Elevator Corporation

Being customer centric, achieving the next-generation of customer support, being a company your customers love to do business with. These are common priorities for 2017 and you'll learn specific ways to achieve this from leaders in service who will discuss:
Making multiple channels available for your customers to get support whenever they need it
Identifying technologies that can create a better customer experience, from an enhanced web portal to an app and more
Providing your customers with the info they need – not too much or too little
Taking Uber-like or B2C strategies and applying them to a B2B environment
Jeff Coleman, President, Strategic Accounts at Comfort Systems USA

Jeff Coleman

President, Strategic Accounts
Comfort Systems USA

David Troll, SVP, Sales & Customer Operations at Glympse

David Troll

SVP, Sales & Customer Operations
Glympse

Stacey Epstein, CEO at Zinc

Stacey Epstein

CEO
Zinc

Phillip Pack, VP of Services – Walmart at NCR

Phillip Pack

VP of Services – Walmart
NCR

11:40 am - 12:00 pm An Enterprise Mobility Platform That Can Take The Strain Off

The mobile workforce is no longer an emerging trend; it’s a facet of the modern organization that’s here to stay, and one that can provide as many challenges as it does advantages. On one hand, you get a more flexible and agile workforce. On the other, device management, security fears, and IT complexity can be a real burden.

They needn’t be, though. With the right strategy and the right solutions, you can strip the complexity from managing mobile devices, applications, and content, and focus entirely on the benefits of a workforce that can get a job done from anywhere and at any time.

He will talk about the top challenges surrounding mobility and how an integrated Enterprise Mobility Management service can help you overcome them.
Don’t miss this opportunity to see Enterprise Mobility from AT&T, and discover how you can embrace mobility without looking back.

Aaron J. Williams, Mobile Security & Mobile Threat Management at AT&T

Aaron J. Williams

Mobile Security & Mobile Threat Management
AT&T

12:00 pm - 12:30 pm Refreshment & Networking Break In The Exhibit Hall

12:30 pm - 1:30 pm GUEST SPEAKER: The Opportunity And The Obligation To Innovate

For a company to be truly disruptive and grow, it must create an environment wherein every employee is not only allowed to contribute to the advancement of the mission, they feel a deep-seated Obligation to Innovate. That's the kind of environment and work ethic Scott has spent a lifetime advancing: from developing tools and techniques to recover from the Space Shuttle Columbia accident to developing innovative medical devices and enhancing safety on the slopes of the world's highest mountains, he draws on his background working in extreme environments as a catalyst for innovation in daily life. He can transfer this mindset to your workforce with powerful examples from aerospace, medicine, mountaineering and everyday life with engaging, relatable stories and good humor!
Scott Parazynski, Astronaut Engineer, Medical Doctor, Inventor, Adventurer at Blue Marble Exploration

Scott Parazynski

Astronaut Engineer, Medical Doctor, Inventor, Adventurer
Blue Marble Exploration

1:30 pm - 2:30 pm Lunch

Track A: Service Parts Management

2:30 pm - 2:40 pm Chairperson’s Opening Address
Gordon Payne, Senior Business Development Manager at FedEx Supply Chain

Gordon Payne

Senior Business Development Manager
FedEx Supply Chain

Track B: Connected Products

2:30 pm - 2:40 pm Chairperson’s Opening Address
Rachel Mott, VP, Field Service Solutions at Hitachi Solutions America

Rachel Mott

VP, Field Service Solutions
Hitachi Solutions America

Track C: Service Innovation

2:30 pm - 2:40 pm Chairperson’s Opening Address
Jeffrey J. Oskin, President at Jolt Consulting Group

Jeffrey J. Oskin

President
Jolt Consulting Group

Track D: Service Model Best Practice Board Rooms

2:30 pm - 2:40 pm Service Model Board Rooms
2:30 – 3:10
Dealer/Distributor Model
Ira M. Busman, VP Customer Service, Okuma America Corporation

3:10 – 3:50
Outsourced/3rd Party Service Model
Moderator TBC

3:50 – 4:30
Less Than 150 Technicians
Eric Paulik, Senior Director, Global Field and Customer Service, Spectranetics

Ira M. Busman, VP Customer Service at Okuma America Corporation

Ira M. Busman

VP Customer Service
Okuma America Corporation

Eric Paulik, Senior Director, Global Field and Customer Service at Spectranetics

Eric Paulik

Senior Director, Global Field and Customer Service
Spectranetics

2:40 pm - 2:40 pm Developing Flexible Capacity To Manage Variation In Demand

As repair turn-around-times decrease, demand becomes more volatile. Historic rules of thumb for resourcing and supply chain management no longer apply. Organizations must become much more creative when managing parts and labor. How are you tackling this volatility in order to reduce lead-times and cost?
This presentation addresses how you can:
Size the challenge
Select the best options for keeping costs in check while remaining flexible

Andy and his teams have reduced overhaul turn-around-times 65% and increased on-time-delivery 90% …and that was the easy part. Sustaining improvements is what’s tough, and capacity flexibility is what’s key.

Andrew Jenkins, Director of Programs and Operations, Engine Services at Rolls-Royce

Andrew Jenkins

Director of Programs and Operations, Engine Services
Rolls-Royce

2:40 pm - 2:40 pm We’re Engaged: Training A Field Service Team Despite Long Distance

Training a spread out field service team is a challenge on its own, but keeping them engaged is a whole other barrel of worms. Thankfully, Luminex seems to have developed just the right global training technique to help managers sleep at night. This session equips you with the tools you need to keep the cogs running smoothly, whether your entire team is located on the same coast or if you have one outlier in Shanghai.
Take advantage of Skype, YouTube, and teleconferences rather than diminish their time and your resources with a “travel to train” approach
Deter employee drop-off by surveying them for areas of improvement
Hear lessons learned and understand the importance of communication when you manage an internal or global team
Steve Nava, Senior Director Field Service, Americas at Luminex

Steve Nava

Senior Director Field Service, Americas
Luminex

Track C: Service Innovation

2:40 pm - 3:00 pm Leveraging Real-Time Data In The Field To Gain Customer Confidence And Raise Expectations
How can we provide more value from the information available in the field?
Getting to the point of a precise appointment time instead of a window of time
Using field data to optimize scheduling, inform sales of opportunities, and more
Determining the best way to get through the myriad of data that comes from the field

Track D: Service Model Best Practice Board Rooms

2:40 pm - 3:00 pm Service Model Board Rooms
2:30 – 3:10
Dealer/Distributor Model
Ira M. Busman, VP Customer Service, Okuma America Corporation

3:10 – 3:50
Outsourced/3rd Party Service Model
Moderator TBC

3:50 – 4:30
Less Than 150 Technicians
Eric Paulik, Senior Director, Global Field and Customer Service, Spectranetics

Ira M. Busman, VP Customer Service at Okuma America Corporation

Ira M. Busman

VP Customer Service
Okuma America Corporation

Eric Paulik, Senior Director, Global Field and Customer Service at Spectranetics

Eric Paulik

Senior Director, Global Field and Customer Service
Spectranetics

Track A: Service Parts Management

3:00 pm - 3:30 pm Transform Your Next Generation Field Service Organization To Drive Customer Experience Results
Field service management has traditionally been viewed as a cost center for service organizations. But what if field service management was a critical, connected part of your overall customer experience organization including marketing, sales, and commerce? What would that do for your business? Today organizations are transforming their field service operations with fresh thinking and innovative technology to reduce costs, enhance productivity, increase satisfaction, while differentiating their brand.

Join Oracle to discuss firsthand how Field Service is evolving with the concept and now driving next-generation customer service experiences.

Jeffrey Wartgow, Director, Product Management at Oracle Service Cloud

Jeffrey Wartgow

Director, Product Management
Oracle Service Cloud

Track B: Connected Products

3:00 pm - 3:30 pm Building A Culture Of Safety: How Republic Services Uses Road Safety Best Practices To Foster Safe Driving, Accountability And High Employee Engagement
David Rodriguez, Chief Marketing Officer at Greenroad

David Rodriguez

Chief Marketing Officer
Greenroad

Jim Olson, Vice President, Safety at Republic Services

Jim Olson

Vice President, Safety
Republic Services

Track C: Service Innovation

3:00 pm - 3:30 pm Future-Ready Field Mobility And Productivity
Umang Patel, Director at Dell Rugged

Umang Patel

Director
Dell Rugged

Track D: Service Model Best Practice Board Rooms

3:00 pm - 3:30 pm Service Model Board Rooms
2:30 – 3:10
Dealer/Distributor Model
Ira M. Busman, VP Customer Service, Okuma America Corporation

3:10 – 3:50
Outsourced/3rd Party Service Model
Moderator TBC

3:50 – 4:30
Less Than 150 Technicians
Eric Paulik, Senior Director, Global Field and Customer Service, Spectranetics

Ira M. Busman, VP Customer Service at Okuma America Corporation

Ira M. Busman

VP Customer Service
Okuma America Corporation

Eric Paulik, Senior Director, Global Field and Customer Service at Spectranetics

Eric Paulik

Senior Director, Global Field and Customer Service
Spectranetics

Rave-worthy customer service can't exist without the infrastructure to get service parts where you need them and when. This is an ongoing balancing act that changes as your customers and their needs continue to shift, but this experienced panel will ensure you have the right processes in place for success, even as your business evolves.
• Deciding where to locate distribution centers
• Establishing effective order management processes
• Explaining how logistics and service can best work together for an optimal service logistics program
• Measuring the effectiveness of your parts logistics program to ensure long-term success
Jorge Torres, Hardware Services Global Strategic Programs, Global Services Operations at Ericsson

Jorge Torres

Hardware Services Global Strategic Programs, Global Services Operations
Ericsson

Blake Bolton, Director, Global Logistics and After Market Services at ViaSat

Blake Bolton

Director, Global Logistics and After Market Services
ViaSat

Stephen Abate, Service Director – Americas at Edwards, Part of the Atlas Copco Group

Stephen Abate

Service Director – Americas
Edwards, Part of the Atlas Copco Group

Mike Ross, Director of Product Strategy at Baxter Planning Systems

Mike Ross

Director of Product Strategy
Baxter Planning Systems

Steven Caldwell, VP Product Management  at PTC

Steven Caldwell

VP Product Management
PTC

The Internet of Things (IoT) is making its way into most aspects of field service allowing for better, more efficient service and ways for service organizations to identify more revenue generating opportunities. The minute it's turned on, enormous amounts of data become available to interpret and risks like cyber security and connectivity arise. Learn from our panel of experts how to best leverage IoT, no matter what percentage of your products are connected.
• Educating your customers on remote connectivity/IOT and building trust with them to use it
• Using IOT data to carry out more predictive maintenance and transform field service
• Using your predictive data to change service offerings to generate more revenue
• Connection best practices and overcoming security issues


Chris Gera, VP Operations at Mastec

Chris Gera

VP Operations
Mastec

Kelly Frey, VP Product Marketing at Telogis, A Verizon Company

Kelly Frey

VP Product Marketing
Telogis, A Verizon Company

Len Vanderhulst, Head of Service Business Development, Global Service at Mettler-Toledo

Len Vanderhulst

Head of Service Business Development, Global Service
Mettler-Toledo

There are a lot of tools on the market today to help your field engineers do their job better. How do you sort through them to determine what's best for your organization. And what lessons are early adopters learning that you can leverage as you enhance the tools your technicians use. Our expert panel will discuss:
• What tools will ensure you remotely help your technicians to get the job done
• Dispatching the lowest cost technician and ensuring they are successful
• Setting the stage for the next step: Remote support to help customers do it themselves
Christopher Dann, Director of Ink; Service Manager at Durst Image Technology U.S.

Christopher Dann

Director of Ink; Service Manager
Durst Image Technology U.S.

Jereme Pitts, Chief Operating Officer at Librestream

Jereme Pitts

Chief Operating Officer
Librestream

Venki Subramanian, Product Management Senior Director at ServiceNow

Venki Subramanian

Product Management Senior Director
ServiceNow

Valerie Knupp, Group Director, Field Services Dispatch and Installation at Coca-Cola

Valerie Knupp

Group Director, Field Services Dispatch and Installation
Coca-Cola

Track D: Service Model Best Practice Board Rooms

3:30 pm - 4:10 pm Service Model Board Rooms
2:30 – 3:10
Dealer/Distributor Model
Ira M. Busman, VP Customer Service, Okuma America Corporation

3:10 – 3:50
Outsourced/3rd Party Service Model
Moderator TBC

3:50 – 4:30
Less Than 150 Technicians
Eric Paulik, Senior Director, Global Field and Customer Service, Spectranetics

Ira M. Busman, VP Customer Service at Okuma America Corporation

Ira M. Busman

VP Customer Service
Okuma America Corporation

Eric Paulik, Senior Director, Global Field and Customer Service at Spectranetics

Eric Paulik

Senior Director, Global Field and Customer Service
Spectranetics

Track A: Service Parts Management

4:10 pm - 4:20 pm Innovation Spotlight:
Holly Simmons, Senior Director, Product Marketing, Customer Service Management at ServiceNow

Holly Simmons

Senior Director, Product Marketing, Customer Service Management
ServiceNow

Track B: Connected Products

4:10 pm - 4:20 pm Innovation Spotlight: A New Way To Integrate Your Fleet For Maximum Efficiency In Field Service

Torsten Grunzig

Director Sales
TomTom Telematics North America

Track C: Service Innovation

4:10 pm - 4:20 pm Innovation Spotlight: Three Costly Mobile Field Service Mistakes To Avoid
Patricia Oswalt, Executive Vice President of Sales and Marketing at MobileFrame

Patricia Oswalt

Executive Vice President of Sales and Marketing
MobileFrame

Track D: Service Model Best Practice Board Rooms

4:10 pm - 4:20 pm Service Model Board Rooms
2:30 – 3:10
Dealer/Distributor Model
Ira M. Busman, VP Customer Service, Okuma America Corporation

3:10 – 3:50
Outsourced/3rd Party Service Model
Moderator TBC

3:50 – 4:30
Less Than 150 Technicians
Eric Paulik, Senior Director, Global Field and Customer Service, Spectranetics

Ira M. Busman, VP Customer Service at Okuma America Corporation

Ira M. Busman

VP Customer Service
Okuma America Corporation

Eric Paulik, Senior Director, Global Field and Customer Service at Spectranetics

Eric Paulik

Senior Director, Global Field and Customer Service
Spectranetics

The Exhibit Hall

4:20 pm - 5:05 pm Refreshment & Networking Break In The Exhibit Hall

Special Event: Invitation Only

4:20 pm - 5:05 pm Women In Service Conclave
Build strong connections with women service leaders early in the conference. Learn how others have navigated the corporate jungle gym and found support, their views on the future of service, even what books are on their night stands! Celebrate the successes of your fellow women executives and make new friends to ensure an even more productive experience at Field Service USA.

Ready to connect and inspire now? Request to join our newly created Women In Service LinkedIn group to start the discussion!
https://www.linkedin.com/groups/8586372

Like the "Choose Your Own Adventure" books your middle-schoolers are reading. Pick the topics that will make the biggest impact on achieving your 2017 priorities. Through facilitated discussion you'll tap into the collective expertise of your peers. Your toolbox will be overflowing!

#1 Four Strategies To Effectively Metric Out Your Service Organization
Sarah Nicastro, Publisher/Editor In Chief, Field Technologies

#2 Leveraging Your CRM To Improve Scheduling Efficiency And Allow For Better Data

Edward Prignano, VP and Corporate Counsel, Safe Home Control
Learn how Safe Home Control reduced phone calls from field service technicians, improved scheduling efficiencies, and sped up the scheduling process.

#3 Deploying Global KPIs With Consistent Meaning As Your Business Grows Throughout The World
Aleem Khawaja, Customer Complaints Manager / Service Process Integrator, BD Life Sciences
Discuss how to monitor ‘paired’ KPIs to manage consistent service delivery to end customers.

#4 Parts And Service Pricing Strategies
Jim Crowl, VP Parts & Repair Services, ABB

#5 International Customs Management For Service Parts
Karen Lehr, Director of Customer Care, Ice-O-Matic

#6 Redefining Service’s Role In A Company’s Growth And Profitability

Stephen Smith, VP Strategic Industries, ClickSoftware
A customer-centric service approach can have a dramatic impact on a company’s bottom line. KissMetrics found that over 70% of customers have ended their relationship with a company due to poor service. Companies such as Amazon, Netflix, and Uber are raising the bar when it comes to customer service, resulting in increased customer expectations and making customer-driven service improvements a top priority. Public and private sectors are experiencing this shift in the service market, fighting legacy systems, processes and culture that limit the ability to transform their approach to service. Join us for a lively and passionate discussion as we profile field service professionals as the new brand ambassadors, and underscore the impact field service has on growth and profitability for your company.

#7 An Enterprise Mobility Platform That Can Take The Strain Off
Aaron J. Williams, Mobile Security & Mobile Threat Management, AT&T

#8 Creating An Outcome-Based Business Model
Patrice Eberline, VP of Customer Transformation, ServiceMax

#9 Large Scale Deployment Of Augmented Reality And Virtual Presence

Gary York, CEO, Help Lightning

#10 Fresh Tactics For Enhancing The Customer Experience

Scott Cozzo, VP Sales Enablement, Diabsolut

#11 Taking Steps Toward Predictive Modelling With Big Data

Charles W. Johnson, Multi Vendor Operations, Project Manager, Philips Healthcare
Discuss how mobility systems can be linked to your business intelligence to optimize everything from travel routes to field resource staffing and skills required.

#12 Simple Is Better – Everyday Tools To Make Your Life Easier
Jon Kent, Manager, Corp. Field Service Mobility, Cox Communications

#13 Making The Business Case For A Mobile App For Your Service/Install Business

Glenn Wanamaker, Training & Product Manager of US Service, Mar Cor Purification

#14 Digital Business Transformation: Leveraging Analytics To Optimize The Field Service Event
Jim Flinton, VP, Technology and Medical Business, OnProcess Technology

#15 The New Normal: How the Integration of Field Services and Parts Can Create Increased Customer Satisfaction
Mike Landry, President, Barkawi Management Consultants

#16 Topic TBC
Executive, RealWare

Tables 17 – 21: For more information on how to be a part of the discussion and to sponsor a roundtable, contact Evan Speight, Sponsorship Sales Manager at 1 646.200.7828 or evan.speight@wbresearch.com.
Charles Johnson, Multi Vendor Operations, Project Manager at Philips Healthcare

Charles Johnson

Multi Vendor Operations, Project Manager
Philips Healthcare

Aleem Khawaja, Customer Complaints Manager / Service Process Integrator at BD Life Sciences

Aleem Khawaja

Customer Complaints Manager / Service Process Integrator
BD Life Sciences

Jon Kent, Manager, Corp. Field Service Mobility at Cox Communications

Jon Kent

Manager, Corp. Field Service Mobility
Cox Communications

Karen Lehr, Director of Customer Care at Ice-O-Matic

Karen Lehr

Director of Customer Care
Ice-O-Matic

Edward Prignano, VP and Corporate Counsel at Safe Home Control

Edward Prignano

VP and Corporate Counsel
Safe Home Control

Glenn Wanamaker, Training & Product Manager of US Service at Mar Cor Purification

Glenn Wanamaker

Training & Product Manager of US Service
Mar Cor Purification

Stephen Smith, VP Strategic Industries at ClickSoftware

Stephen Smith

VP Strategic Industries
ClickSoftware

Lee Wagner, Area Vice President, Mobility Solutions Services at AT&T

Lee Wagner

Area Vice President, Mobility Solutions Services
AT&T

Patrice Eberline, VP of Customer Transformation at ServiceMax

Patrice Eberline

VP of Customer Transformation
ServiceMax

Gary York, CEO at Help Lightning

Gary York

CEO
Help Lightning

Scott Cozzo, VP Sales Enablement at Diabsolut

Scott Cozzo

VP Sales Enablement
Diabsolut

Jim Crowl, VP Parts & Repair Services at ABB Inc.

Jim Crowl

VP Parts & Repair Services
ABB Inc.

Mike Landry, President at Barkawi Management Consultants

Mike Landry

President
Barkawi Management Consultants

Jim Flinton

Vice President, Technology and Medical Business
OnProcess Technology

Aaron J. Williams, Mobile Security & Mobile Threat Management at AT&T

Aaron J. Williams

Mobile Security & Mobile Threat Management
AT&T

Sarah Nicastro, Publisher/Editor In Chief at Field Technologies

Sarah Nicastro

Publisher/Editor In Chief
Field Technologies

Invitation Only

5:05 pm - 6:05 pm C-Level Network
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 C-level executives from the world's leading service organizations. In candid conversation you'll discuss the service and business strategies that will most impact your organization's growth. By invitation only. Request yours by contacting program director Sara Mueller at sara.mueller@wbresearch.com or 1 239.451.4155.

6:05 pm - 11:59 pm Vintage Carnival Reception

Food, drinks, games, and live carnival acts.

Hosted by Dell & Field Nation