Protivix

Resource Capacity Planning and Reporting
2018-10-23 10:00 - 11:00 (America/Chicago)
WEBINAR
October 23, 2018 10:00am (CDT)

One of the top challenges for managers, PMOs and CIOs is the ability to determine and manage resource capacity. Without the correct data, managers are spending hours building spreadsheets to show current capacity and demand. Learn how to use Microsoft Project Online to track and report demand, view resource assignments and availability. Resource reports and analytics with Power BI can be automated and easily exported to Power Point, SharePoint or Excel.
In this 45 minute Webinar you will learn:

Top Resource Capacity Challenges
Resource Capacity Planning with Project Online
Reporting on Assignments, Availability and Demand
Strategies for Usage and Deployment

Who Should Attend?

PMO Leaders, Program Managers, Product Managers, Engineering, IT Leaders, Project Managers and anyone who is looking to implement best practices around Agile and Project Management.

REGISTER NOW
After registering, you will receive a confirmation email containing information about joining the webinar.

Richard Cano
Founder and CEO of Protivix, is an industry veteran and leading expert in Project and Portfolio Management (PPM) solutions. A Microsoft Gold Partner and strategic contributor to Microsoft, Richard has spent the last two decades helping customers to develop strategies and execute on the delivery of PPM solutions across multiple industries, including: Financial Services, Oil and Gas, Retail, Aerospace, Utilities and more.

Build Powerful Project Based Reports with Power BI!
2018-08-14 10:00 - 11:00
WEBINAR
August 14th, 2018 10:00 AM (CDT)

Are you still reporting project status in Excel and Power Point? Learn how to save your managers 20 to 40 percent of their time spent on manually reporting status. Power BI provides rich insights on all of your project, portfolio and resource information. Protivix can show you how to build powerful reports and dashboards to drive action on the most important project, tasks and issues.
In this 45 minute Webinar you will learn:
– Top Reporting Challenges
– PPM Reporting with Power BI
– How you can make report changes
– Strategies for usage and deployment
Who Should Attend?
PMO Leaders, Program Managers, Product Managers, Engineering, IT Leaders, Project Managers and anyone who is looking to implement best practices around Agile and Project Management.
REGISTER NOW
After registering, you will receive a confirmation email containing information about joining the webinar.

Richard Cano
Founder and CEO of Protivix, is an industry veteran and leading expert in Project and Portfolio Management (PPM) solutions. A Microsoft Gold Partner and strategic contributor to Microsoft, Richard has spent the last two decades helping customers to develop strategies and execute on the delivery of PPM solutions across multiple industries, including: Financial Services, Oil and Gas, Retail, Aerospace, Utilities and more.

Microsoft Project Goes AGILE - WEBINAR
2018-06-26 10:00 - 11:00
Microsoft Project now provides the ability to create agile projects or apply agile views to your existing traditional “waterfall” projects. The agile tools in Microsoft Project allow you to track your projects using Scrum and Kanban methodologies, including viewing task boards, creating backlogs, tracking sprints, as well as viewing reports on agile statistics.
In this 45 minute Webinar you will learn:
– Industry trends
– New Agile functionality within Microsoft Project
– New Agile Reporting
– Strategies for usage and deployment
REGISTER NOW
Who Should Attend?
PMO Leaders, Program Managers, Product Managers, Engineering, IT Leaders, Project Managers and anyone who is looking to implement best practices around Agile and Project Management.
Richard Cano, Founder and CEO of Protivix, is an industry veteran and leading expert in Project and Portfolio Management (PPM) solutions. A Microsoft Gold Partner and strategic contributor to Microsoft, Richard has spent the last two decades helping customers to develop strategies and execute on the delivery of PPM solutions across multiple industries, including: Financial Services, Oil and Gas, Retail, Aerospace, Utilities and more.

Dynamics 365 and Power BI
2017-11-16 11:00 - 12:00
Most retailers understand the power of data. It is the “new oil” we keep hearing. It is currency for retail marketers and the basic building block for understanding your customer. Retailers are collecting huge amounts of data, but how exactly is this data being utilized?
Learn how retailers can benefit from enhanced solution analytics reports utilizing Power BI for sales, marketing, and service teams with real-time reporting dashboards on any device. Get valuable insights that will make your retail more successful.

Interactive dashboards and drill down
Pull data from many different sources
Dynamic reporting
Capture promotional and marketing data
Customer feedback and sentiment

REGISTER NOW!
11:00 AM (CST) Click here for TIME ZONES.

PPM Summit San Diego
2017-11-09 08:30 - 15:00 | Microsoft Corporation, 9255 Towne Centre Drive, Suite 400 , San Diego, CA, 92121, United States
Join the Protivix Team at the Microsoft 2017 PPM Summit in San Diego, CA on November 9, 2017 from 8:30am to 3:00pm. This PPM Summit is a must attend event for Executives, PMO, and Project Managers to learn about transforming your organization with the use of Microsoft Project Online.
Protivix SVP, Chad Ehmke, a tenured CIO and Gartner Executive Partner will discuss how PPM is critical to running an IT organization and delivering strategic projects to his business partners. Chad will discuss his experiences with using Microsoft Project Server and how his organizations were able to improve:

Resource Management
Portfolio Management
Project Scheduling
Project Reporting
Effectiveness of the PMO

Chad Ehmke has worked for 20 years as a CIO across the retail, restaurant, home building, and consumer goods industries for global companies including Pepsico, Sally Beauty, Yum! Brands, Centex, and TGI Fridays. He has extensive experience in leading companies through digital transformation across ERP, CRM, PPM, cloud migration, and business analytics.

Event Schedule
8:30 – 9:00am Register and enjoy breakfast
9:00 – 9:10am Welcome kick-off
9:10 – 9:45am Future of Microsoft Project Online
9:45 – 10:45am Customer Keynote
10:45 – 11:00am Break
11:00 – 12:00pm Crawl, Walk, Run: The Journey to Agile PPM
12:00 – 1:00pm Lunch
1:00 – 2:45pm Partner Showcase
2:45 – 3:00pm Closing Note

Register for Event

2017 PPM Summit
2017-11-07 09:30 - 15:00 | Microsoft Office – Irvine, CA, 3 Park Plaza Suite 1800, Irvine, CA, 92614, United States
Join the Protivix Team at the Microsoft 2017 PPM Summit in Irvine, CA on November 7, 2017 from 9:30am to 3:00pm. This PPM Summit is a must attend event for Executives, PMO, and Project Managers to learn about transforming your organization with the use of Microsoft Project Online.
Protivix SVP, Chad Ehmke, a tenured CIO and Gartner Executive Partner will discuss how PPM is critical to running an IT organization and delivering strategic projects to his business partners. Chad will discuss his experiences with using Microsoft Project Server and how his organizations were able to improve:

Resource Management
Portfolio Management
Project Scheduling
Project Reporting
Effectiveness of the PMO

Chad Ehmke has worked for 20 years as a CIO across the retail, restaurant, home building, and consumer goods industries for global companies including Pepsico, Sally Beauty, Yum! Brands, Centex, and TGI Fridays. He has extensive experience in leading companies through digital transformation across ERP, CRM, PPM, cloud migration, and business analytics.
Event Schedule
9:30AM Register and enjoy breakfast
10:00AM Welcome kick-off
10:10AM Microsoft’s PPM Solution Overview
11:00AM Break
11:15AM Customer Speaker
12:00PM Lunch
12:30PM Partner Showcase
2:00PM Closing Note

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Reporting and Dashboards
2017-10-26 11:00 - 12:00
Reporting and dashboards are seminal for capturing program and project activity in many dimensions (executive dashboards, real time status monitoring, continuous improvement data generation, process status) and to many audiences (executives, program managers, users, business leaders) with the purpose of conveying information to drive decisions. Effective reporting and dashboards allow decision makers to quickly and effectively make decisions, undertake remediation, engage in continuous improvement and drive value all to improve the project performance and outcome.
Project Online, and Power BI’s, reporting capabilities is essential for deriving the needed information essential to maximize process value. Topics to be discussed include:

Reporting and Dashboards
Change management with real time information
Opportunities with data

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Retail Digital Transformation in Dynamics 365
2017-10-12 11:00 - 12:00
It has been stated that Digital Transformation is responding to data and turning it to opportunity. There is no better example than the retail industry. The retail customer and industry are both evolving at an extremely rapid pace. Leading retailers utilize this data to deliver amazing experiences.
Retailers now need to listen, act, and remember customer interactions. This is best done through robust tools such as Dynamics 365 which allows retailers to capture data from different channels and make real time decisions based on relevant data and customer intent.

Data is the new currency for retailers
Personalization and relevance
Operational efficiencies
Increasing loyalty and revenue

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11:00 AM (CST) Click here for TIME ZONES.

2017 Retailing Summit, "Engaging Experiences"
2017-10-12 - 2017-10-13 | The Westin Galleria Dallas, 13340 Dallas Parkway, Dallas, TX, 75240, United States
Hosted by Texas A&M University’s Center for Retailing Studies at Mays Business School
Protivix is excited to be one of this year’s sponsors of the 2017 Retailing Summit. If you’re attending, please stop by our Breakout Session on Thursday, October 12th at 3:15 PM! Chad Ehmke, Senior VP of Retail Solutions at Protivix, will be discussing how to “Survive and Thrive in a Digital Retail World.” Click Here to download the agenda.

Dynamics 365 – Dashboards, Reporting and Analytics
2017-10-02 11:00 - 12:00
Learn how retailers can create interactive dashboards displaying data from different data sources to make effective and timely business decisions. We will discuss best practices to gather data, understand and predict consumer behavior, and utilize this data to create more remarkable customer experience in order to increase loyalty and revenue.

Utilize data to become more productive and competitive
Tailor reports to specific teams and individuals
Predict consumer behavior
Make better informed decisions

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11:00 AM (CST) Click here for TIME ZONES.

Portfolio Management
2017-09-28 11:00 - 12:00
Project Online’s portfolio management capability supports analysis and “what if” scenario comparisons to enable the value to the enterprise of your project portfolio. Project Online can drive ROI and business growth by allowing the enterprise to focus on real, value added projects which are aligned with business strategy. Topics to be discussed include:

Portfolio selection
“What if” analysis
Portfolio optimization

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Customer Service in a Retail Industry
2017-09-21 11:00 - 12:00
Provides a 360-degree customer view to improve client relationships, including all marketing and customer interactions to prepare sales and customer service representatives to be more successful in their up-sell and cross-sell activities.
Good Customer service was once the formula for retail success. Those days are long gone. Customer now have higher expectations. Retailers now need to gain in-depth knowledge of their customers, beyond demographics, in order to provide relevant and remarkable customer experiences.

Omni-Channel Customer Support
24/7 Customer Support
Personalized Service
Customer Engagement

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11:00 AM (CST) Click here for TIME ZONES.

Dynamics 365 - Sales in a Retail Industry
2017-09-07 11:00 - 12:00
Improve customer engagement and sales by identifying opportunities based on customer behavior. Through logging customer touch-points in Dynamics 365, you can improve customer satisfaction and loyalty, leading to increased sales.
Customer Engagement is a fundamental discipline for any organization in the digital landscape given today’s competitive marketplace. A great quality customer experience – combined with the ability to engage with you customer throughout the customer journey will increase loyalty and revenue.

The Omni Channel Dilemma
The Evolving Customer Profile
Customer Acquisition
Customer Loyalty

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11:00 AM (CST) Click here for TIME ZONES.

Resource Management
2017-08-24 11:00 - 12:00
Project Online’s resource management capability is a key tool for optimizing resource allocation effectiveness, understanding how resources are used, where resource deficiencies exist while also enabling organizational capability management and succession planning. Resource management is also a useful tool for gaining an understanding of what people are working on. Topics to be covered include:

Resource management
Capacity management
Understanding utilization
Portfolio Analysis – resourcing

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Dynamics 365 - Marketing with ClickDimensions
2017-08-10 11:00 - 12:00
Learn how marketers can manage multiple channels, including email campaigns, social media, and digital advertising. Monitor brand mentions and engage with customers in real-time. Organizations can increase sales, improve customer services, and leverage customer relationships.
Dynamics 365 and ClickDimensions can help you gain valuable insights about your prospects and easily capture information through web forms, surveys, and more.
Here’s What We’ll Discuss:

Email Creation (Templates)
Email Sends (Bulk Sends, Quick Sends)
Web Tracking
Web Content (Forms, Surveys, Landing Pages)
Campaign Automation
Event Management
Social Posting

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11:00 AM (CST) Click here for TIME ZONES.

Demand Management and Intake Process
2017-07-27 11:00 - 12:00
Project Online is an essential tool for enabling the demand management and Intake process to achieve alignment with business strategy, business case, key metrics and key drivers to maximize process value creation. Project Online’s strategic scoring capability combined with document management is a potent force for driving project value. Topics to be covered include:

Strategic scoring
Project intake fields
Reporting

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PMI Dallas Chapter Breakfast Meeting
2017-07-08 09:30 - 10:30 | Marriott Courtyard Plano at Legacy Park
Join Us for Breakfast!
The PMI Dallas Chapter breakfast meetings are great opportunities to network with project management professionals, share ideas, and learn. Protivix is always excited to be involved with organizations that encourage corporate involvement with a goal of making project management essential to business results.
Protivix Director of PPM/Cloud Solutions John Singel, will be speaking on the current trends in Project Management, including PMO and the Operating Model.

Value Creation
Strategic Alignment
Maximize Transparency
Optimize Enterprise-Wide utilization of resources
Organizational Buy-in
Effective Delivery

Project Management with Waterfall & Agile
2017-06-27 11:00 - 12:00
Project Online is an essential tool for driving standardization, resource management, project management and delivery excellence with multiple Systems Development Life Cycle models including Waterfall and Agile. Project Online will allow you to improve speed to market, resource optimization, reporting, quality and enable continuous improvement across your IT projects. Topics to be covered include:

SDLC standardization through project types
Quality gates and quality management
Agile integration
Dashboards and reporting
Continuous improvement

REGISTER NOW!
11:00 AM (CST) Click here for TIME ZONES.

Networking Breakast - Phoenix
2017-06-22 08:00 - 10:00 | Microsoft Corporate Sales Office – Tempe, 60 E. Rio Salado Parkway, Tempe, AZ, 85281, United States
We’re Hosting an Exclusive Breakfast Networking Event

Microsoft and Protivix, a Gold Partner, will be hosting an executive IT Service Management (ITSM) event. This is an ideal time to network with your peers, discuss current trends, and have an open dialogue regarding your experiences with service management.

ITSM is the key driver of IT as a Service enabled transformation. Discussion will focus on the benefits of an integrated ITSM solution, transformation to an IT as Service environment, and benefits derived. Integrating ITSM with the Microsoft Product Suite provides an outstanding opportunity to achieve overall IT operational excellence and cost effectiveness.

Microsoft Data Insights Summit - Seattle, Wa
2017-06-12 - 2017-06-13
Protivix is excited to be a part of the Microsoft Data Insights Summit June 12 – 13, 2017. During this interactive conference, our team will connect with Microsoft product development teams and other experts, and gain up-to-date information on best practices. We’ll be among engaged community of attendees, and a host of vibrant speakers.
Watch live beginning at 8:00 AM (PDT).

The PMO and Operating Model
2017-05-24 11:00 - 12:00
Learn the essentials of building a successful PMO and enabling an Operating Model which will boost efficiencies, increase transparency, and improve project delivery. It is important to focus on the building blocks such as a defined success criteria and alignment with corporate culture and strategic initiatives. Below you will find a few topics which will be discussed during the webinar.

Value Creation
Strategic Alignment
Maximize Transparency
Optimize Enterprise-Wide utilization of resources
Organizational Buy-in
Effective Delivery

Featured Speaker: John Singel, Director of Business Solutions – Protivix
REGISTER NOW!

Keeping Your Projects On-Track and Organized with Project Online
2017-01-25 10:00 - 11:00 | Online
Project Managers have the challenge of keeping all the moving parts of a project on track and organized.

What deliverables have been completed and what still needs to be done?
Are any of them behind schedule?
Who is assigned to do the work and do they have the capacity to do it?
How to stay in contact with the team for collaboration and getting updates?
What possible actions can get a schedule back on track?

You’ll Learn:

Schedule effectively using tools like Timelines, Views and Reports to see how a schedule is performing
Manage resources more effectively by building teams based on their skills and availability
Collaborate with team members using tools like Skype for Business within Project Online on multiple platforms
Make smarter decisions using “What If” scenarios and Dashboards

About the Speaker
Robin Coward is a Senior Consultant with over 20 years of combined Project Management, PPM and Consulting experience. She is certified in Project Server and Project Professional.

Bring Your Project Data to Life with Power BI
2016-12-13 10:00 - 11:00 | Online
Microsoft Project meet Power BI
Microsoft Power BI is an analytics tool to helps you stay up to date with the information that matters to you. With Power BI, you can monitor your portfolio or projects. Interactive dashboards help you keep a finger on the pulse of your projects and portfolio. Connect to multiple datasets to bring all of the relevant data together in one place.
You’ll learn:

Power BI Concepts
How to get the data
Explore your project and portfolio dataset
Interactive dashboards and reports
My workspace

Speaker: Matt Geers
Matt Geers is a Senior Consultant at Protivix and has almost 20 years of Project Management experience. Throughout his career he has focused on Microsoft technologies such as; Project Online, Power BI, Office 365 and MS Dynamics 365. Matt is PMP Certified, Microsoft Dynamics 365/CRM Certified and holds a Six Sigma Green Belt.

Reporting with Microsoft Project
2016-11-15 10:00 - 11:00
About the Webinar
Every Project Manager knows that challenges with know how much work has been done on a project. This includes identifying and tracking milestones, project slippage and knowing whether the workload is realistic for the resources assigned. There is also the challenge of reporting this so that it is effectively communicated to all of your project stakeholders.
This webinar will help improve your ability to work with Timelines and visually presenting tasks. Additionally, you will learn about dashboards and reports that will allow you to display and share your project data visually.
You’ll Learn

To compare planned, completed and remaining work
How to view project progress and upcoming milestones
Task status for the current week and tasks that are planned for the following week
How to analyze resource utilization
Review the status of project milestones
Review percent complete of tasks and any work variance

Speaker: Ross Ghiasi
Ross Ghiasi is a Sr. EPM consultant for Protivix. Ross has 19 years of combined PPM and consulting experience. He is a Project 2013 VTS-P, MCSE and MCP, certified in Project Server and Project Professional 2013.

How to Build an Effective Project Schedule with Microsoft Project-Webinar
2016-10-25 10:00 - 11:00 | Online
About the Webinar
Learn about Microsoft Project features, navigation and how to build schedules to fit your project phases. In this webinar, we share best practices, tips, and tricks for project scheduling. You’ll learn how to create tasks so that your project is organized and reflects what you want to accomplish while taking advantage of dependencies that will help you shorten the critical path. You’ll also learn tips on using constraints and deadlines; and how to assign resources.
You’ll Learn

Enter and organize tasks
Entering duration or work estimates
Setting dependencies more efficiently
Using constraints efficiently
Assign resources without over-allocating them

Speaker: Ross Ghiasi
Ross Ghiasi is a Sr. EPM consultant for Protivix. Ross has 19 years of combined PPM and consulting experience. He is a Project 2013 VTS-P, MCSE and MCP, certified in Project Server and Project Professional 2013.

How to Build a Solid Schedule for Your Project
2016-06-29 11:00 - 12:00 | Online
In this webinar, we will cover best practices for building a project schedule that realistically represents the lifecycle of your project. Ultimately you will learn how to create more accurate schedules, that reflect the amount of work and costs of your project.
• Set the foundation with the right project options
• Enter and organize tasks
• Entering duration or work estimates
• Setting dependencies more efficiently
• Using constraints effectively
• Assign resources without over allocating them

Gartner PPM & IT Governance Summit
2016-06-06 08:00 - 2016-06-08 12:00 | Gaylord Palms Resort & Convention Center, 6000 W. Osceola Parkway, Kissimmee, FL, 34746 , United States
Protivix will be a silver sponsor at this years Gartner PPM & IT Governance Summit—this is a must attend event for program and project management professionals.
During the the three day event, June 6-8, at Orlando, FL you’ll learn the best techniques for enabling rapid, agile PPM to deliver results that drive business transformation. The summit also covers essentials such as governance ecosystems, demand and resource management, benefits realization, and useful key performance indicators and metrics. You’ll also be able to learn how tools such as Microsoft Project and MS Power BI can lead to innovation and influence decision making.
During the event you can join Protivix for these special on-site activities, including:

Sign up for a personal 30 minute roadmap discussion with industry leaders. We’ll help you put into practice what you’re learning at this year’s Gartner event. Schedule now.
Stop by the Protivix booth (Booth #208) for some prizes and interactive reporting demos utilizing Microsoft Project and Power BI.

Microsoft & Protivix Executive Golf Tournament
2016-04-14 08:00 - 13:00 | Four Seasons Resort and Club Dallas, 4150 North MacArthur Boulevard , Irving, TX, 75038, United States
Microsoft & Protivix Executive Golf Tournament
We are excited to host an Executive Golf Event at one of America’s premier golf resorts – the Four Seasons Resort and Club Dallas at Las Colinas, home of the PGA’s prestigious Byron Nelson Classic, will provide our invited guests with a unique golf experience on an award-winning course.
Agenda:
8:00am Check-In and Breakfast
9:00am Shotgun Start
1:00pm Lunch Presentation and Prizes
While networking with your peers, you will also learn about Microsoft Dynamics CRM and its powerful ability to drive optimization of business intelligence, social insights, campaign management, and many ways to enable connecting and engaging with your customers. Hear about applications, best practices, and inspiring industry examples.

Microsoft Project Webcast Series - Reports and Dashboards for Power BI
2016-01-19 11:30 - 13:00 | Online
Data represents one of the top challenges for both business and IT, Portfolio, Project and Resource Reporting. Dashboards are meaningful when they are approached and developed in the right way.
In addition, manually consolidating metrics for resource capacity planning and portfolio level reporting can be very time consuming. Learn how to automate your reporting and create dashboards you can easily manage and share with your internal stakeholders on any device, anywhere.
In this webcast you will learn:

How to create powerful and actionable Reports for the Portfolio, Individual Project and Enterprise Resources
How to build Reports and Dashboards quickly
Leveraging Natural Language Query with Power BI

Featured speaker: Richard Cano, founder and CEO of Protivix.
Register

Agile Based Scheduling with MS Project Professional - Webinar
2016-01-19 10:00 - 10:40 | Online
Customers tell us frequently their biggest frustration is the daunting time and financial investment it takes to implement large, enterprise applications or projects. In this session, you will learn how to leverage your existing Microsoft Project knowledge to schedule and manage agile projects. We will demonstrate assigning tasks, creating Sprints, and using MS Project Agile templates.
Find out how to leverage your existing MS Project knowledge to schedule and manage agile projects.

How to leverage Microsoft Project for agile projects
Breaking down user stories or requirements into assigned tasks
Creating Sprints or iterations in MS Project
Reporting, including Burn down charts in MS Project
The future of Microsoft Project

Who Should Attend: CIO’s CTO’s, PMO Managers / Directors, Program Managers / Directors
Speaker: Joe Sacco
Register
