RMI Connect

Accelerating Resource Management Maturity

Enabling the Right Person in the Right Place at the Right Time

RMI Connect, a unique, virtual forum focused on helping project-based service delivery teams with improving Resource and Workforce Management Maturity, was run virtually in two mini-events and explored best practices, tips, and techniques to Accelerate Resource Management Maturity. This third annual RMI Connect event continued to build on the benefits of ‘connecting’ with your industry peers and process and technology experts.

The theme for RMI Connect 2022 was Accelerate Resource Management Maturity: Enabling the Right Person in the Right Place at the Right Time. The theme recognized the growing need for developing better capabilities to consistently align demand for work with the proper resources to do that work.

RMI Connect continued to include participation from PSA/PPM/RPM vendors with solutions for resource, workforce, and project management. RMI Connect content is relevant to any project-based service delivery organization and specifically targeted to participants serving external customers (e.g. Professional/Consulting Services, Marketing and Creative Agencies, and Accounting, Audit, Tax and Advisory firms ) and internal customers (Enterprise/IT and Product Development).

Thanks to Our RMI Connect 2022 Sponsors

Platinum Sponsors:

Gold Sponsors:

Sessions:

Tuesday, October 4, 2022

DESCRIPTION: Managing Director Randy Mysliviec will discuss the very latest in best practices supporting the advancement of resource management maturity. Using the RMI’s RM Maturity Model and latest research, this session will provide practical tips and techniques for those responsible for continuous improvement in resource and workforce management capabilities.

PANELISTS: David Binnings, Sr. Director, GTM Services Strategy and Operations, DocuSign; Christine Robinson, Director of Resource Management, Baker Tilly

MODERATOR: Marc Lacroix, RMI

DESCRIPTION: This will be a panel of leaders, focused on resource and workforce management, discussing how they are managing the complex task of advancing resource management maturity in their respective organizations.

PANELISTS: Chris Nakovics, Global Resource Management Leader, ServiceNow; Jeff Sontheimer, Vice President Business Strategy and Solutions, Guidewire Software; Susan Thomas, Director of Resource and Workforce Management, Palo Alto Networks; Jodi Ward, Manager – Resource Management Office, Esri Professional Services

MODERATOR: Ryan Childers, RMI

DESCRIPTION: The moderated panel of resource management leaders will discuss how they are managing the complex task of advancing resource management maturity in their respective organizations.

PANELISTS: Martha Arias, Sr. Portfolio and Resource Manager, SOPHiA GENETICS; Damen Proffitt, Assistant Vice President of IT Resource Management, The Cincinnati Insurance Companies; Orlando Quesada, Director – Project Manager, VISA

FORMAT: Three moderated sessions grouped with participants who self-select as being in one of the three following maturity groups: Level 1-2, Level 3, or Level 4-5.

DESCRIPTION: Three moderated sessions grouped with participants who self-select as being in one of the three following maturity groups: Level 1-2, Level 3, Level 4-5. In each group we will discuss how peer companies are accelerating their efforts to mature their RM processes and use their automation technology to produce better business outcomes.

In the spirit of bringing the ‘Connect’ to life in ‘RMI Connect’, these sessions will be moderated open forums. Participants will be able to submit questions in advance and the moderators will make every effort to address as many questions as possible. These sessions will focus on RM process and automation technology topics.

Thursday, October 6, 2022

DESCRIPTION: There are a wide range of technologies that address the needs of resource and workforce management across categories such as PSA, PPM, WFM, HCM, ERP and RM specific applications. It is difficult for companies to understand what the capabilities of these solutions are and how these solutions address the unique needs of your organization. This session will break down all of these solutions, educate you on what they are, and allow you to understand the right type of RM solutions for your unique needs and situation.

SPEAKER: Marc Lacroix, RMI

DESCRIPTION: Resource management leaders are uniquely positioned to help their organizations evolve. By putting people at the heart of their resource management strategy, forward-thinking RM leaders are realizing new ways to optimize and mature their processes. Learn how leading professional services firms are using a people-centric approach to match the right people with the right skills, to the right tasks at the right time. Sharing insights from industry experts, we’ll also highlight examples of how automation technology is helping these firms to transform their resource management function into a strategic discipline.

SPEAKER: Richard Cassidy, CCO, Dayshape

DESCRIPTION: Join Brent Trimble, Vice President of Advisory Services at Kantata, during this interactive breakout session to learn what resource management tools your peers are currently using to succeed. This discussion will also cover the resource management trends that emerged in RMI’s latest research report and how these trends are shaping resource management today, the impact they will have for the future, and ultimately enabling resource managers to field the best team, for every project, every time.

SPEAKER: Brent Trimble, Vice President of Advisory Services, Kantata

DESCRIPTION: It’s often said that staffing and resource management are two sides of the same coin. But often these two critical functions of a services firm find themselves at odds. And that can result in a perfect storm for a growing organization. Join Denis Whelan, President of Projector, for a fun and informative look at the critical relationship between staffing and resource management. Denis will identify potential pitfalls, measures, and technology to help you weather rough seas on your way to resource management maturity.

SPEAKER: Denis Whelan, President, Projector PSA

DESCRIPTION: Portfolio management should maximize the value of strategic work flowing thru the delivery pipeline without breaching governance constraints. Talent availability is the primary impediment to strategic delivery flow. Executing strategy at speed, while retaining talent in today’s market, requires organizations to continuously optimize the sequence of strategic work within talent retention guardrails. Resource Portfolio Management enhances best resource planning practices from Scaled Agile and waterfall methodologies, to improve strategic portfolio delivery, adaptability, and talent retention.

SPEAKER: Lloyd Norman, Vice President Strategic Solutions, ProSymmetry

FORMAT: Two moderated sessions grouped with participants who self-select as being in one of the following groups: serving external customers (Professional/Consulting Services; Marketing and Creative Agencies, Accounting, Audit, Tax and Advisory firms) or serving internal customers (Enterprise/IT or Product Development).

DESCRIPTION: In each group we will discuss how peer companies are accelerating their efforts to mature their resource management processes and use their automation technology to produce better business outcomes.

In the spirit of bringing the ‘Connect’ to life in ‘RMI Connect’, these sessions will be moderated open forums. Participants will be able to submit questions in advance and the moderators will make every effort to address as many questions as possible. These sessions will focus on RM process and automation technology topics.

The fourth annual Resource Management Global Symposium will be April 20 – 21, 2023 in Dallas, Texas. The Symposium will have more content rich topics, a broader range of advanced topics for the more experienced resource managers, additional networking opportunities, and access to more PSA/PPM/RPM vendors to discuss the benefits of their solutions for you.

Join us to learn both fundamentals and advanced practices in Resource Management, collaborate with industry peers, RM process experts and service automation technology providers, and innovate with the very latest in RM research, best practices and technology.