2016 Winning Strategies for Professional Services Leaders

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The State of the PS Industry: Leveraging Systems to Increase Profit

Join us for an educational afternoon event hosted by Jeanne Urich, Managing Director at Service Performance Insight (SPI) and FinancialForce. Jeanne will discuss fascinating trends and key winning PS industry strategies from the 2016 PS Maturity Benchmark, and how leading services organizations are leveraging a Professional Services Automation (PSA) and CRM solution to bridge the gap from sales to services and ultimately outperform their competition.

This event will feature FinancialForce customer Dan Klein, SVP of Enterprise Systems & Services at Medidata Solutions. He will share some of the business challenges that Medidata faced and how they developed a business case for PSA to solve these challenges.

Topics of discussion:

Key PS trends across different segments of the industry
Best practices of the Best-of-the-Best PS organizations according to the 2016 PS Maturity Benchmark
The value of a tightly integrated CRM and PSA solution to improve sales execution and services planning
The business challenges that Medidata faced and how they built a business case for PSA
Progress report on Medidata's transformation journey

IN PARTNERSHIP WITH

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DATE: Tuesday, Nov 1st

TIME: 3:00PM - 6:30PM

LOCATION: The London Hotel, NYC

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AGENDA

3:00-5:00PM: Educational Session

5:00-6:30PM: Networking Cocktails

SPEAKERS

Jeanne Urich, Service Performance Insight Managing Director, provides strategic consulting, research and operational advice to improve and transform service and project-oriented organizations. She is a thought leader and recognized expert in Professional Services having spent over 30 years leading PS, Sales and Marketing organizations. She has been a corporate officer and SVP of PS, Alliances and Education for three publicly traded software companies, responsible for leading organizations from 50 to over 700 consultants. She has a BA in Math and Computer Science (Magna Cum Laude and Phi Beta Kappa) from Vanderbilt University and completed Executive Management programs in Marketing and Finance at Stanford and Brown University.

Dan Klein, SVP Enterprise Systems & Services at Medidata Solutions, the leading global provider of cloud-based solutions for clinical research in life sciences, transforming clinical development through its advanced applications and intelligent data analytics. Dan leads the Business Innovation Office tasked with improving company-wide operations and the overall Medidata customer experience. In this role, he is responsible for running Enterprise Technology solutions 100% in the cloud, and leading business process management, information systems, business intelligence, social/collaboration infrastructure, and global IT operations.