Agiloft Summit 2020

Conference SessionsOctober 23rd

Hear from the industry's leading voices on automation, AI, and Agiloft-enabled business agility at Agiloft Summit 2019.

General Sessions[-]

8:15 – 8:30 AM
Welcome and Overview
Colin Earl, Agiloft, CEO
8:30 – 8:50 AM
The Future of CCLM
Pierre Mitchell, Managing Director and Chief Research Officer, Spend Matters

Get a glimpse into the future of contract and commerce lifecycle management (CCLM) with Pierre Mitchell, managing director and chief research officer for Azul Partners, Inc. and Spend Matters. With 25 years of procurement and supply chain experience, Pierre is a recognized expert in the procurement industry with a focus on identifying and sharing emerging strategies, practices, and digital capabilities that will deliver continuous improvement. He regularly contributes to business publications and is a frequent speaker at industry events around the world.

8:50 – 9:50 AM
Business Showcase
Hardeep Chaggar , Executive Director of System Optimization, Fraser Health Authority
Rebecca Thorkildsen, Global Legal Solutions Executive, EY Law
Todd Westersund, Director & Sr. Global Legal Counsel, ASM International N.V.
Stephanie Santander, Director, Programs and Contracts, CDW

Industry leaders share their views on digital transformation and their experience with Agiloft.

9:50 – 10:10 AM
10:10 – 10:40 PM
Business Panel
Moderator Pierre Mitchell, Managing Director and Chief Research Officer, Spend Matters
Hardeep Chaggar , Executive Director of System Optimization, Fraser Health Authority
Rebecca Thorkildsen, Global Legal Solutions Executive, EY Law
Todd Westersund, Director & Sr. Global Legal Counsel, ASM International N.V.
Stephanie Santander, Director, Programs and Contracts, CDW
10:40 – 11:00 AM
Contracting Excellence in the Digital Age
Tim Cummins, President, IACCM

Hear from Tim Cummins, president of IACCM, on meeting the immense challenges of contracting in today’s digital world and how now, more than ever, relationship management is key to creating value in business transactions. Tim is recognized internationally for his leadership in the fields of contract and relationship management. He advises top corporations, governments, and academic bodies, as well as acting as expert witness and conducting major research studies related to supply management, legal, and sales contracting.

11:00 AM – 12:00 PM
Agiloft Product Outlook: From Automation to AI
Christian Thun, VP of Engineering, Agiloft
Craig Gordon, Senior Implementer, Agiloft

Get a firsthand look at the Agiloft Fall 2019 release and learn how the infusion of artificial intelligence and machine learning is empowering analytics, streamlining workflows, and managing risk in the enterprise. Presented by Agiloft VP of Engineering Christian Thun, this product-focused session will also feature a demo of Agiloft’s newest AI features by Agiloft Senior Implementer Craig Gordon.

12:00 – 1:30 PM
Networking Lunch

Breakout Session Types

Education Track

Sharpen your Agiloft skillset with best practices from Agiloft practitioners who are driving real results in their organizations. Topics include system configuration, implementation, strategies for better user adoption and a primer on dashboards and reports.

Product Innovation Track

Agiloft is a no-code platform which gives you the flexibility to easily configure custom applications. Check out how customers have amplified efficiencies by extending their Agiloft implementations. You’ll also get a detailed look at the Agiloft roadmap and the role of AI.

Business Transformation Track

At the end of the day, the role of enterprise software is to solve business challenges. See how customers have used Agiloft to address real-world challenges in diverse industries. This track will also include a practical session on measuring return on your Agiloft investment.

1:30 – 2:15 PM

Breakout Sessions[-]

Education Track
A Practical Guide to Implementing Agiloft
Host: Jack Wicks, Senior Analyst/Implementer at Agiloft
Courtney Hexham, Manager, Legal and Compliance Operations, Hagerty
Melendy Butler, Contract & Project Coordinator, Fagen Friedman & Fulfrost LLP

According to the CHAOS report, 66% of technology projects end in failure. Even the best software will falter if it’s not implemented well. Hagerty's Courtney Hexham and Fagen, Friedman & Fulfrost's Melendy Butler share best practices on optimizing the implementation process. Join this session to learn the steps to complete before beginning implementation and how to streamline workflows and automate critical processes including compliance, third-party risk management and IT security. You'll also get a primer on encouraging system adoption as well as how to approach new projects on the Agiloft platform.

Product Innovation Track
Go Configure: Using Agiloft to Automate Unusual Workflows
Host: Craig Gordon
Giuseppe “Lucky” Hormigos, Field Reliability Manager, Lattice Semiconductor Corp.
Quintana Patterson, Senior Information Security Analyst, JeffCo Public Schools

You've heard that Agiloft is a platform that allows you to deploy enterprise-level software tools without having to write code. But how easy is it to create a tool? Lattice Semiconductor’s Lucky Hormigos configured an application that automated the failure analysis documentation process at the chipmaker. The automated system, which allowed for the easy input of complex information and pattern matching, sped up turnaround time by 60 percent and freed up administrators to focus on analyzing why the chips failed. Quintana Patterson created a custom application to evaluate new software for one of Colorado's biggest school districts. She then expanded the tool to incorporate additional workflows, track software renewals, and manage its software RFP process. Join this session for insight into how these customers were able to easily extend the Agiloft platform to build tools that addressed specialized use cases while retaining the core functionality.

Business Transformation Track
Beyond ROI: Calculating the Real-World Value of CCLM
Host: Rob Desantis, Board Advisor
Contract management systems represented the number one inquiry at Gartner in 2018. Why is it such a hot topic and what’s the real value? What about the notion of CCLM? How much value does commerce add? Join Agiloft Board Advisor Rob Desantis in a discussion of:
  • How to quantify the ROI of CCLM with KPIs for business operations, risk, and compliance
  • How your value assessment compares to industry benchmarks
  • Best practices to reduce costs, increase efficiency, and strengthen security and compliance
2:30 – 3:15 PM

Breakout Sessions[-]

Education Track
Turbocharge Efficiency by Leveraging Custom Configurations
Host: Carey Gibson
Ellen Borowiak, Contracts Program Manager, Saint Louis University

The Agiloft platform offers powerful out-of-the-box features but also the ability to easily customize just about everything. St. Louis University's Ellen Borowiak shows how to make the most of both these powerful capabilities when designing a contract management system for a complex organization. Attend this session to learn how to automate contract processes, including mapping workflows, creating appropriate contract types, and establishing layered permissions. You'll also get insights into how to best utilize Agiloft’s configurability to execute new standards and procedures in complex organizations.

Product Innovation Track
Taking Contract and Vendor Management From Efficient to Life-Saving
Host: Jack Wicks
Presenters: Gustavo Estrada, Provincial Director, Performance and Transformation, Fraser Health
Cameron Delay, Senior Administrative Assistant, SEIU 775 Benefits Group

Join this session to hear how SEIU 775 Benefits Group, a major network of caregivers, cured its broken system of contracts and insurance processes with a state-of-the-art CLM system. You’ll also hear how a small team at Fraser Health Authority transformed its vendor management processes to reduce time spent finding available hospital beds for a vulnerable population from days to minutes, literally saving lives.

Business Transformation Track
Maximizing Resources and Optimizing Workflows with Agiloft CLM
Host: Stephen Barry
Presenter: Patrick Farrell, Business / Financial Analyst, Project HOME
Paul Gamble, Contract Administrator, Inland Technologies

Nobody is as adept at making the most of limited resources as a nonprofit. Join this session to hear how Project Home's Patrick Farrell leveraged Agiloft to drive efficiency and improve processes in a way that donors and team members have embraced. You’ll also hear from Inland Technologies’ Paul Gamble on how he automated key contract workflows to include price changes, currency conversion, and automatic notifications to generate a new level of efficiency and increased compliance throughout the environmental services company. Through optimized contract and vendor management, as well as tightened compliance, there’s measurable value derived from putting contracts at the center of the most critical processes.

3:15 – 3:45 PM
3:45 – 4:30 PM

Breakout Sessions[-]

Education Track
Mastering Dashboards and Reports in Agiloft
Presenter: Alice Smith

Customize your Agiloft interface. Join this session to get a jump start on personalizing your interface and creating your own dashboards, charts, and reports in Agiloft. Agiloft’s Alice Smith will walk you through best practices for creating and customizing these key elements, including measuring KPIs and tracking team performance. This is the perfect session for power users looking for a more customized Agiloft experience.

Product Innovation Track
More than AI: A Deep Dive into the Agiloft Product Roadmap*
Presenter: Christian Thun, VP of Engineering, Agiloft

Join Agiloft's product team for a detailed look at the product roadmap including upcoming AI features, the AI engine, and how we are using Amazon to pre-build algorithms and custom AI models and solve specific data analytics problems. Customers will get a chance to ask specific questions and provide feedback on the future of Agiloft. You will not want to miss this session!

*For Agiloft customers only

Business Transformation Track
Deriving Value from the Agiloft Ecosystem
Host: Brandon Wright, Director of Partner Relations, Agiloft
Brian Utley, President and CEO, Periscope Holdings
David Shanteler, Senior Director of Business Development, Xeeva
Umair Singh Chawla, Project Manager, Sequent
Andrew Burger, Lead Implementor, Sequent

Explore the possibilities of third-party software integrations built by Agiloft partners to connect with leading procurement and ERP systems. Hear from Periscope Holdings, which powers more procurement systems in the public sector than any other eProcurement provider, connecting to Agiloft CLM for a seamless workflow. Learn about Xeeva, which seamlessly integrates Agiloft with its AI-powered procurement and sourcing software. You will also see a demonstration of BizXSecure, which integrates Agiloft with Microsoft Dynamics and other enterprise ERP systems.

General Session[-]

4:45 – 5:15 PM
The Heroic Age of CLM
Eric Laughlin, Managing Director, EY Legal Managed Services

A discussion of the key trends in CLM that are shaping a new heroic age for CLM, and shaping the heroes among us. What questions should we be asking to take full advantage of this time?

5:15 – 5:30 PM
Agiloft Awards
5:30 – 8:00 PM
Closing Cocktail Reception
8:15 – 9:15 PM
Transportation to Mystère - provided by Agiloft