Case Study: Successful Partner Adoption of Planning & Monitoring

Track: Technology & Tools

Session Number: 152
Date: Tue, May 16th, 2017
Time: 10:15 AM - 11:15 AM

Description:

Three different pricing leaders share their experiences and discuss how they successfully drove partner adoption leading to reduced write-downs and improved profitability. Presenters: Toby Brown, Jared Applegate, and Bart Gabler.

Session Type: Service Provider Education Sessions

Body of Knowledge (BOK) Domain: Business Development, Client Services
Content Level: Essential
Learning Objectives: Attendees of this session will be able to:
1. Identify the reasons why firms select Prosperoware Umbria and how they have approached implementation with a specific focus on ensuring partner adoption.
2. Understand the basic planning and timing required to appropriately design a comparable deployment strategy for your firm and recognize the key drivers and challenges that may need to be addressed.
3. Develop a plan to address the key initiatives and set expectations for a successful project.
Session Type: Service Provider Education Sessions

Body of Knowledge (BOK) Domain: Business Development, Client Services
Content Level: Essential
Learning Objectives: Attendees of this session will be able to:
1. Identify the reasons why firms select Prosperoware Umbria and how they have approached implementation with a specific focus on ensuring partner adoption.
2. Understand the basic planning and timing required to appropriately design a comparable deployment strategy for your firm and recognize the key drivers and challenges that may need to be addressed.
3. Develop a plan to address the key initiatives and set expectations for a successful project.