Agenda

Sunday, April 11

KANA Customer Summit

Time Title
11:00am-8:00pm Registration/Hospitality Suite Open
6:00pm-10:00pm

Welcome Reception in the Solutions Showcase

 

 

Monday, April 12

KANA Customer Summit

Time Title
7:00am-5:00pm Registration/Hospitality Suite Open
7:00am-8:00am Breakfast & Birds of a Feather Roundtable Discussions
8:00am-8:30am

Welcome & Opening Remarks

Presenter: Michael Fields, KANA

8:30am-9:15am

Leveraging Technology for Excellent Customer Service

Presenter: Ron Rose, Priceline

9:15am-10:15am Keynote Speaker: Shaun Smith
10:15am-10:45am Morning Break in Solutions Showcase
10:45am-12:00pm

Understanding the Power of Service Experience Management - Live Demo of KANA 10

Presenter: Mark Angel, KANA

12:00pm-1:00pm Lunch & Birds of a Feather Roundtable Discussions
1:00pm-1:45pm Breakout Sessions

Track 1: It's A New Day at KANA - Q&A on KANA's Business Direction & Status
This session will discuss KANA’s business status and direction. Q&A on the deal and KANA’s strategy will be addressed.

Presenters: Mark Duffell, Accel-KKR & Michael Fields, KANA

Track 2: Upgrading KANA Response - From Planning to Execution
Considering a Response Upgrade? This session will provide you with the information you need to be successful. Topics covered include planning your upgrade and understanding the upgrade process.

Presenters: Lorrin Reyna, KANA, Steve Rousos, KANA

1:45pm-2:30pm Breakout Sessions

Track 1: How to Translate your Vision of Customer Service into an Executable Service Experience Roadmap
This session will cover KANA’s roadmap for SEM. It will help you understand how to on-ramp to SEM from the current set of KANA products and fulfill your vision for customer service.

Presenters: Justin Anovick, KANA & Vikas Nehru, KANA

Track 2: Evolve Your Knowledge Offering by Leveraging Best Practices
When it comes to answers, customers and agents rely on your knowledgebase. However, delivering contextual knowledge is challenging. We present an industry-standard knowledge management maturity model, and recommendations to improve the service experience.

Presenters: Kate Leggett, KANA & Andrew Cohen, KANA

2:30-3:15pm Afternoon Break
3:15pm-4:00pm Breakout Sessions

Track 1: Case Study: Guidelines for a Successful Multichannel Customer Service Strategy
How do you protect your customer experience while achieving ambitious plans for growth? In this session you will hear how one innovative KANA client, LOVEFiLM, has deployed an effective multi-channel strategy.

Presenters: Fern O’Sullivan, LOVEFiLM & Toni Adams, LOVEFiLM

 

Track 2: The Brave New World of Social CRM - How to Leverage its Power for your Business
This session will cut thru the hype, and help you define the principles, possible benefits and risks of Social CRM.

Presenter: Michael Maoz, Gartner

4:00pm-4:45pm

 

 

 

 

Breakout Sessions

Track 1: Case Study: Strategies for Effective Web Self-Service
How should self-service factor into your multi-channel strategy? How should you link self-service to assisted service? How can you measure self-service ROI, and, most of all, how do you make sure you get a big-time "R"?

Presenter: Anne Wood, The Carphone Warehouse


Track 2: Workshop: A Guided, Hands-On Tour of KANA 10
It's very, very real: every participant will lay hands on the Experience Modeler and build a Service Experience the SEM way.

Presenters: Sue Johnston, Priceline, Terri Czerwinski, KANA, & Max Copperman, KANA

4:00pm-5:30pm

 

 

 

4:45pm-6:00pm Solutions Showcase Open
6:15pm Board Spirit of Boston
6:30pm-10:30pm Spirit of Boston Dinner Cruise & Summit Awards Announcement

 

Tuesday, April 13

KANA Customer Summit

Time Title
7:00am-12:00pm Registration/Hospitality Suite Open
7:00am-8:00am Breakfast & Birds of a Feather Roundtable Discussions
8:00am-8:45am Breakout Sessions

Track 1: Using KCS and KANA IQ to get Knowledge into the Hands of the Customer
Description coming soon...

Presenter: Regina Estes, Xerox

Track 2: Managing Content to make your Knowledge Findable, Usable and Relevant.
Your knowledge base is only as good as the content in it - learn the top 10 things you can do NOW to improve your content!

Presenter: John Chmaj, KANA

8:45am-9:30am Breakout Sessions

Track 1: Tailoring a Balanced Scorecard for your Customer Service Offering that Strengthens your Brand
From AHT to FCR to Value per Touchpoint, there are a zillion metrics for measuring customer service. How do you focus on the "right" metrics, consistent with your unique brand and business goals? How do you then benchmark your current effectiveness, using those metrics? And, how do you drive planning and obtain funding with your tailored benchmarked scorecard?

Presenter: Bruce Temkin, Forrester Research

Track 2: Workshop: Making Service Experiences Usable
Every study shows great usability drives massive ROI, and poor usability sinks software implementations. This workshop will focus on specific KANA implementations, and provide a detailed look at usability do's and don'ts. One of the world's leading Usability experts will help you get your self-service site or agent desktop to the next level.

Presenters: Christine Perfetti, Perfetti Media

9:30am-10:15am Breakout Sessions

Track 1: Case study: How Service Experience Management Can Shape A New Approach To Multi-Channel Service
SEM is new technology AND a new way of delivering service. You will hear how from a large KANA client translating experience management into a compelling strategy for optimizing customer service.

Presenter: TBA

Track 2: The Cloud: Opportunity or Threat
IBM's "Cyber Evangelist" will examine the opportunities and risks posed by the emergence of The Cloud - which promises to revolutionize IT. This session will start with a very brief discussion of what "cloud" means, then we'll look at ways to take services hosted in the cloud and integrate them with your existing applications and business processes. We'll demonstrate how cloud computing can bring you stability and scalability at a much lower cost and administrative overhead. The session will wrap up with a short discussion of governance and security, both of which are just as important in the cloud as they are for in-house systems.

 

Service-Oriented Architecture makes the infrastructure of our applications more flexible; cloud computing promises to do the same with our network infrastructures. If you want to understand how your enterprise and your I.T. organization can leverage the biggest change in the technology landscape since the Internet, don't miss this session.

Presenter: Doug Tidwell, IBM

10:15am-10:30am Morning Break in Solutions Showcase
10:30am-11:25am Keynote Speaker: Chip Bell
11:25am-12:50pm Customer Panel & Q&A
12:50pm-1:00pm

Closing Remarks & Boxed Lunches

Presenter: Michael Fields, KANA

 

Wednesday, April 14

KANA Certification

Time Title
8:00am-9:00am Continental Breakfast
9:00am-9:30am Certification Orientation

This session is designed to prepare all certification attendees for the forthcoming examinations

Leader: Meagan Tuttle

9:30am-11:30am Response Functional Certification

An assessment of your knowledge of the functional & operational aspects of KANA Response

Leader: Cassie Datena

9:30am-11:30am IQ Technical Certification

An assessment of your knowledge of the technical & configuration aspects of KANA IQ

Leader: Lorrin Reyna

11:30am-12:30pm Lunch
12:30pm-2:30pm IQ Functional Certification

An assessment of your knowledge of the functional & operational aspects of KANA IQ

Leader: Cassie Datena

12:30pm-2:30pm Response Technical Certification

An assessment of your knowledge of the technical & configuration aspects of KANA Response

Leader: Lorrin Reyna

2:30pm-3:00pm Afternoon Break
3:00pm-5:00pm Response Functional Certification

An assessment of your knowledge of the functional & operational aspects of KANA Response

Leader: Cassie Datena

5:00pm-7:00pm Break
7:00pm-9:00pm Dinner

 

Thursday, April 15

KANA Certification

Time Title
8:00am-9:00am Continental Breakfast
9:00am-9:30am Certification Orientation

Refresher An orientation session for those who were not able to attend on day 1

Leader: Meagan Tuttle

9:30am-11:30am Response Technical Certification

An assessment of your knowledge of the technical & configuration aspects of KANA Response

Leader: Lorrin Reyna

9:30am-11:30am IQ Functional Certification

An assessment of your knowledge of the functional & operational aspects of KANA IQ

Leader: Cassie Datena

11:30am Conclusion & Boxed Lunches