RMI Connect

Charting the Path to Resource Management Excellence

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

RMI Connect, a virtual forum focused on helping service delivery teams with improving Resource and Workforce Management, will be run in two mini-events and will explore best practices, tips, and techniques to help you Chart the Path to Resource Management Excellence. The fourth annual RMI Connect event, being held Tuesday, October 3 and Thursday, October 5, will continue to build on the benefits of ‘connecting’ with industry peers and process and technology experts.

RMI Connect will 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, Accounting, Audit, Tax and Advisory firms, and Law Firms) and internal customers (Enterprise/IT, Product Development, and Engineering).

Live Sessions:

Tuesday, October 3, 2023 — 11:00 AM ET – 2:00 PM ET

DESCRIPTION: Embarking on any journey can be both exciting and challenging. To make the most of our journey and achieve our desired goals, it is essential to identify and understand the key markers that guide us along the way. Managing Director, Ryan Childers, will provide valuable insights into identifying and leveraging these markers to navigate the path to Resource Management excellence.

Gary Becker, Global RMO Leader at AWS, will join the session and share key markers that have served as important milestones on their journey.

Speakers: Ryan Childers, Managing Director, RMI and Gary Becker, Global RMO Leader, AWS

DESCRIPTION: This session will delve into the world of agile software development and explore the crucial role of capacity planning and forecasting in achieving optimal resource management. We will share valuable insights, best practices, and practical strategies to help your organization harness the power of agile capacity planning and forecasting. We will also explore how to identify and quantify resource capacity leveraging historical data and metrics to develop velocity-based forecasts.

SPEAKERS: Michael Lane, IT Director Resource Management, The Cincinnati Insurance Companies and Orlando Quesada, Director – Technical Program Manager, VISA

DESCRIPTION: In light of the recent wave of AI tools, this session will explore what the future will have in store for Resource Management professionals. Join Christine Robinson, RMI Advisory Board Member, to explore the growing importance of interpersonal skills, hear insights on which professional skills are key to focus on now, and gain perspective on how these skills add value to key stakeholders and position resource management as a strategic partner.

SPEAKER: Christine Robinson, RMI Advisory Board Member

DESCRIPTION: Are you part of or leading a new RMO and want tips on how to accelerate making an impact, gaining stakeholder buy-in, and user adoption? This session will discuss how to leverage best practices in change management and human psychology to make a quick impact & gain support and credibility across the organization.

SPEAKER: Martha Arias, Sr. Director, Resource Management, JFF

DESCRIPTION: Get a first hand view into the typical boom and bust cycles in tech and the necessary adaptive approach to resource management. Adaptive resource management is about balancing the need for speed with strategic (re)sourcing for future competitiveness. Resource managers need to drive demand and supply levers in different ways depending on the need of the hour.

SPEAKERS: Koen Timmermans, Global Operations Lead, IT Resource & Workforce Management, Shell

FORMAT: Three moderated sessions grouped with participants who self-select as being in one of the three following maturity groups: Getting Started, Evolving RMO, or Mature RMO.

DESCRIPTION: Three moderated sessions grouped with participants who self-select as being in one of the three following maturity groups: Getting Started (Level 1-2), Evolving (Level 3), and Mature (Level 4-5). In each group we will discuss how peer companies are charting the path to RM excellence 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 resource management process excellence.

Thursday, October 5, 2023 — 11:00 AM ET – 2:00 PM ET

DESCRIPTION: Technology enablement is a critical aspect of any RMO. Technology enables the RMOs to execute its processes, centralizes the data and supports the interactions to other key stakeholder groups. This session will provide insights and leading practices for how technology enables RMOs.

SPEAKER: Marc Lacroix, RMI and RTM Consulting

DESCRIPTION: It takes a certain kind of resilience to work in resource management. Expectations are high. It’s highly specialised. There isn’t always a lot of support available.  Drawing on her decades of practical experience, Alison will be sharing real-world stories, anecdotes & examples of the daily challenges that Resource Managers face. This is a chance to share, commiserate (!), support, and share best practice on how to thrive as a Resource Manager in challenging times!

SPEAKER: Alison Driscoll, Resourcing SME, ProFinda

DESCRIPTION: This Q&A style session will explore the firm’s catalyst for beginning the maturity journey, lessons learnt and benefits realized so far, what’s next, and how technology has enabled a centralized resourcing strategy. Wolf & Company is a top 100 accountancy firm

SPEAKERS: Lindsay Lovell, Head of Marketing, Dayshape and Kristiann Phelan, RMCP Resource Manager, Wolf & Company

DESCRIPTION: Resource scheduling software should not force you to change the way you work – it should provide you with the tools you need to work in the best way for your organization across all the different business groups.  Tax scheduling may need to be fully automated using AI because of the small time increments  and constantly changing needs, while Audit scheduling may need automation to best match staff skills with assignment requirements, and CAS may need recurring scheduling. Self-scheduling with Resource Manager supervision may be critical in some firms, while in others a centralized staffing process may make more sense.  Resource Managers and Schedulers should be able to align user assignments with user skills and interests, and firms should provide users with tools to allow staff to look for opportunities to extend and expand their skill sets, as well as for opportunities to work on projects that interest them. Bill Cornfield will share lessons learned from over 30 years in providing scheduling solutions for engineering groups like Walt Disney Imagineering and professional services firms like Deloitte.

SPEAKER: Bill Cornfield, President, WSG Systems

DESCRIPTION:

The proliferation of artificial intelligence (AI) innovation is impacting the business landscape and creating opportunities to increase efficiency, even in how we manage resources. In a world where data is the new currency, understanding how to effectively allocate, optimize, and leverage resources is more important than ever. Is your business ready for the future with AI?

Join us for an enlightening breakout session where Kantata’s Vice President of Success Engineering, Banoo Behboodi, will delve into AI’s pivotal role in resource management and technology development.  Banoo will share how Kantata’s features such as Team Builder and Resource Matching are steps in that direction. This open discussion will be a great forum for like-minded people to discuss and imagine the future of RM powered by AI and what that will mean for delivery success & optimal CSAT & ESAT.  

SPEAKER: Banoo Behboodi, Vice President of Success Engineering, Kantata

FORMAT: Three moderated sessions grouped with participants who self-select as being in one of the three following maturity groups: Getting Started, Evolving RMO, or Mature RMO.

DESCRIPTION: Three moderated sessions grouped with participants who self-select as being in one of the three following maturity groups: Getting Started (Level 1-2), Evolving (Level 3), and Mature (Level 4-5). In each group we will discuss how peer companies are utilizing both process and technology to help them chart the path to RM excellence.

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, automation, and technology excellence.

Registration

  • To register, click the button below, enter your information, and pay through Stripe checkout.
  • Paid event: $249 per person.
  • Team discounts are also available (terms and conditions below). The more people you send, the more you save! For team discount questions, send your request to info@resourcemanagementinstitute.com.
  • The RMI reserves the right to refuse registrations from any entity or individual the RMI, in its sole discretion, finds is in conflict with the mission and goals of RMI Connect.
Register and Pay for RMI Connect

Terms and Conditions

Registrations must all be made at the same time to qualify for team discounts. Team discounts may not be combined with any other promotional offers or discounts. All registrations are final.

Thanks to Our Sponsors:

The fifth Resource Management Global Symposium will be held in Spring 2024. 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.

Attendees will 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.