Conference Program

Join us at Office 365 Symposium 2019 for fast-paced, informative, and practical sessions led by industry experts and experienced customers. Come away with valuable lessons on key topics like optimizing information architecture, improving user experience, strategic change management, KM in the cloud, social-collaboration, and more. Check out the full program below.

View the Office 365 Symposium 2019 Final Program PDF

Wednesday, Nov 6

Wednesday Morning Keynotes


Keynote - Future Trends: Insights for Knowledge Sharing in 2020+

08:30 AM2019-11-062019-11-06

Wednesday, November 6: 8:30 a.m. - 9:15 a.m.

Get the highlights and insights from Glimpse - the trend analysis which focuses on emergent generational and societal shifts, and learn how to respond to these changes. Understanding the global context teaches us what each person is facing with the world today and sets the emotional groundwork for every project. From this global context , Turner shares insights into how our minds have changed, how society has shifted in response, and where it is going through the eyes of generational and cultural evolution. Get ideas about what the future holds for knowledge sharing in our organizations. The eight important mega-trends that inform the world today, the disruptors, include: Reinvention, Non-Linears, Crowd-Shared Revolution, Being Human, Data Disruption, Human +, a New Visual-Verbal Culture, and Human Speak. Hear more and get ideas of how to prepare for this future.


, Future Trend & Innovation Specialist, Culture of Future and Author, GLIMPSE: Understanding the Future Marketplace


Keynote - Pure to Pragmatic: From AI Hype to Delivering Actual ROI

09:15 AM2019-11-062019-11-06

Wednesday, November 6: 9:15 a.m. - 9:30 a.m.

Over the last couple of years, AI, machine learning, and deep learning have received unprecedented attention and are now reaching the top of the hype cycle. But today, despite many technology breakthroughs and success stories from early adopters, very few enterprise organizations are actually reaping the promised benefits. Sinequa is one of the few software platform vendors with customers deploying applications powered by AI models. Our journey in the field has taught us some valuable lessons, and there are some key takeaways we would like to share with you: a look at what pragmatic AI can do for you, bridging the gap between AI’s long-term potential and today’s capabilities, tips to identify the highest ROI use cases which can be addressed with AI models today, best practices to deploy these in production and start generating value. Get great insights and ideas from a KMWorld magazine award-winner and industry leader.


, Director of Product Marketing, Sinequa


Keynote - Demands for Data: Governance, Risk, Compliance, Analytics & Value

09:30 AM2019-11-062019-11-06

Wednesday, November 6: 9:30 a.m. - 9:45 a.m.

Knowledge graphs built on top of semantic technologies, supported by machine learning technologies, can become a paradigm change in how we deal with metadata management. Keeping track of what is going on in your data is the crucial momentum. Active metadata is a key element to achieve this. Traditional approaches do not work anymore - they are not adaptive, cross application and do not provide the semantic richness creating additional value from your data. You need a knowledge graph to specify your business rules and semantics. It is the bases for data enrichment, lineage and impact analysis. Working in complex deployments requires metadata exchange in a unified standardized way. Knowledge graphs provide better user experience and allow to fulfil specific workflow, security and privacy requirements. Based on real business examples our speakers illustrate how active metadata management works and provides more value to your data and by that your corporation.


, COO, Semantic Web Company GmbH

, Director of Sales, Semantic Web Company, Austria


Keynote - Knowledge Management in the Age of AI

09:45 AM2019-11-062019-11-06

Wednesday, November 6: 9:45 a.m. - 10:00 a.m.

Artificial intelligence, cognitive technologies and related tools have the ability to fundamentally reshape knowledge management. As always with groundbreaking technologies and management systems, there is a mixture of some successes, lots of hype and an emerging body of knowledge of how and where to deploy AI/Cognitive for both quick wins and long-term transformational impact. Namir provides an overview of this rapidly transforming landscape and discusses how organizations can accelerate their AI investments to derive maximum value.


, Global Knowledge Management Center of Excellence Leader, Deloitte

Wednesday, Nov 6

Wednesday Sessions


Office 365: Past, Present, & Future

10:45 AM2019-11-062019-11-06

Wednesday, November 6: 10:45 a.m. - 11:30 a.m.

Join Real Story Group founder Tony Byrne for a strategic assessment of Office 365’s evolution, reality, and future. What role should Office 365 play in your enterprise’s future technology plans?


, Founder, Real Story Group


Office 365 Industry Insights

11:45 AM2019-11-062019-11-06

Wednesday, November 6: 11:45 a.m. - 12:30 p.m.

Our industry leaders and sponsors share case studies of innovative and creative uses of their technologies to ensure Office 365 meets the needs for knowledge sharing, discovery, and more. Clarke showcases organizations using new technology for innovations in taxonomy and knowledge sharing using SharePoint.


, Founder, Synaptica LLC, USA


Building Real Employee Engagement With Microsoft 365

01:30 PM2019-11-062019-11-06

Wednesday, November 6: 1:30 p.m. - 2:15 p.m.

New innovations in the Microsoft/Office 365 suite have made dramatic impacts to the way people collaborate to meet business needs. Jill Hannemann and Shawn Shell explore five (somewhat surprising) dimensions to building employee engagement and show a direct, measurable impact on overall company performance. Specifically, they highlight integrating physical experiences, making digital transformation real, how AI plays a role in human productivity, and measuring real success. Case studies are shared showing where these innovations are making an impact and how these organizations leveraged Microsoft 365 to influence employee engagement.


, Executive Advisor, Avanade

, Workplace Experience Advisory, Avanade


Best Practices for O365-Based Content & Records Management in the Federal Sector

02:30 PM2019-11-062019-11-06

Wednesday, November 6: 2:30 p.m. - 3:15 p.m.

Office 365 offers a diverse if sometimes confusing set of content and records management services. Federal requirements then overlay some unique challenges. Come learn some best practices for Federal content and records management in the Office 365 platform.


, Senior SharePoint architect, Nationwide IT services


PANEL: Stump the O365 Consultant!

04:00 PM2019-11-062019-11-06

Wednesday, November 6: 4:00 p.m. - 5:00 p.m.

For those of you unfamiliar with this format, the concept is simple: Bring your toughest, thorniest, most intractable O365 conundrum or challenge, and a team of experienced O365 gurus will compete to offer you the best advice in 2 minutes or less. But there’s a twist … we’ll use noise-canceling headphones to make sure the gurus can’t hear the answers that the other panelists give. Come and get insightful, likely controversial, and sometimes entertaining answers to your most pressing questions. The person deemed to have stumped the consultants the most will go home with their own noise-canceling headphones!


, Founder, Real Story Group


, Workplace Experience Advisory, Avanade

, Executive Advisor, Avanade

, Principal Consultant & Forum Community Manager, Step Two

Thursday, Nov 7

Thursday Morning Keynotes


Keynote - Knowledge-Sharing Culture to Support Organizational Success

08:30 AM2019-11-072019-11-07

Thursday, November 7: 8:30 a.m. - 9:30 a.m.

In the age of new and useful technologies rushing to take their place in our organizations, 80% of respondents to a recent global culture survey say their organization’s culture must evolve in the next 5 years for their company to succeed, grow, and retain the best people. Yes, it’s all about the people in any organization. Technology can certainly support, speed, and spark knowledge sharing, innovation and success, but culture is implicit rather than explicit, emotional rather than rational. That’s what makes it so hard to work with, but that’s also what makes it so powerful! Anderson shares secrets from her recent book, a practical guide to working with culture and tapping into a source of catalytic change within your organization. Since every organization’s culture is personal, aligning culture always involves getting to the heart of difficult matters, unearthing the “family secrets” of a company—the emotional histories that lie under the surface of the story the company tells about itself to the outside world. Get lots of insights and tips to use in your organization to build a knowledge-sharing culture which supports success!


, Director, Katzenbach Center, PwC Strategy& and Co-Author, The Critical Few: Energize Your Company’s Culture by Choosing What Really Matters


Keynote - Bringing a Consumer-Like Experience to the Digital Workplace

09:30 AM2019-11-072019-11-07

Thursday, November 7: 9:30 a.m. - 9:45 a.m.

Creating a consumer-like, personalized experience for the daily work of finding information people need to do their jobs is the crux of efficient knowledge sharing. These uniquely personal experiences facilitate the flow of organizational operations and more intelligent decision making. Professionals at companies like Red Hat, Reddit, and PwC rely on this type of platform to quickly find answers and proactively suggest insights. Learn how they approached their challenges and the solutions they found to empower employees to be more productive and help their organizations to attract and retain the best talent.


, VP Content, Lucidworks


Keynote - Top 5 Lessons Learned in Enriching Enterprise Search

09:45 AM2019-11-072019-11-07

Thursday, November 7: 9:45 a.m. - 10:00 a.m.

Our speaker shares best practices for and lessons learned from implementing and enriching enterprise search solutions.


, Director, Product Management, EPAM Systems

Thursday, Nov 7

Thursday Morning Sessions


Business-Focused SharePoint Governance Activities

10:15 AM2019-11-072019-11-07

Thursday, November 7: 10:15 a.m. - 11:00 a.m.

Is your SharePoint environment the “Wild Wild West”? Are users “doing their own thing”? Do you experience site abandonment? Our speakers discuss several key, business-focused tactical activities that you can implement to support the strategic management of your SharePoint environment, regardless of what version of Share- Point you are using.


, Senior Manager, Human Performance Services & KM, NASCO, LLC

, KM Solutions Manager, NASCO, LLC


Content Services in Office 365

11:15 AM2019-11-072019-11-07

Thursday, November 7: 11:15 a.m. - 12:00 p.m.

Content Services is a core offering for Microsoft in Office 365, OneDrive, and SharePoint. It is the “next wave of ECM,” always people-centric, supporting organizational knowledge management information lifecycle, record retention, etc., by various new, modern features. During this session, Molnar overviews and demonstrates these new features, including the latest announcements as well. She helps you understand what to use when helping your users find and use all the content and knowledge your organization has.


, Managing Consultant, CEO, Search Explained

Thursday, Nov 7

Thursday Keynote Luncheon & Awards


Luncheon Keynote - The 3 Pillars of AI & Their Impact on KM

12:15 PM2019-11-072019-11-07

Thursday, November 7: 12:15 p.m. - 12:30 p.m.

The Internet of Things, Computer Vision, and Document Understanding are all becoming critical drivers of enterprise evolution. These are the “3 Pillars of AI” and they are having a real, practical impact on the world of KM. Khan, who leads Accenture’s Search & Content Analytics Group, briefly explains these pillars, delving into document understanding and explaining how it is drastically changing the search and KM landscape. Citing a real-world example, he discusses how search and analytics are being combined with AI technologies like machine learning and natural language processing to help make it possible for a global enterprise to extract valuable insights from their untapped, unstructured data sources - improving operations and maintaining a competitive advantage.


, Managing Director, Accenture


KMWorld & Intranet Awards

12:30 PM2019-11-072019-11-07

Thursday, November 7: 12:30 p.m. - 12:45 p.m.

KMWorld magazine is proud to sponsor the 2019 KMWorld Awards, KM Promise & KM Reality, which are designed to celebrate the success stories of knowledge management. The awards will be presented along with Step Two’s Intranet & Digital Awards, where you get a sneak peek behind the firewall of these organizations.


, Principal Consultant & Forum Community Manager, Step Two

Thursday, Nov 7

Thursday Afternoon Sessions


Creating a People-Centric Company With Office 365

01:00 PM2019-11-072019-11-07

Thursday, November 7: 1:00 p.m. - 1:45 p.m.

In this inspirational session, best-selling author Geoff Ables shares what people-centric looks like, with case studies highlighting how big data, analytics, processes, collaboration, and culture have to align. Transformation is possible, but technology alone is not the solution. Learn what differentiates companies that succeed with transforming customer and employee engagement, from the ones that never get past the struggle, and how the leaders are using Office 365 to accelerate toward this goal. Leave the session inspired, informed, and full of ideas that will drive change—even transformation—in your organization.


, Managing Partner, C5 Insight


Take a Business-First Approach to Office 365

02:00 PM2019-11-072019-11-07

Thursday, November 7: 2:00 p.m. - 2:45 p.m.

Office 365 is the only show in town when it comes to depth and breadth of enterprise functionality. However, the challenge is to ensure that its rollout leads to meaningful adoption and has sustained commitment to delivering concrete business benefits, which is no mean feat. Too often, businesses take a technology-first approach to Office 365, which can fail to fully engage with staff needs and strategic priorities. Instead, organizations should take a business-first approach to Office 365, working out the “why” and the “how” before getting stuck into the “what.” This brings the whole organization on the journey from the C-suite down to frontline. This session explores a new methodology for taking a business-first approach to Office 365.


, Principal Consultant & Forum Community Manager, Step Two


Using Change Management to Ensure a Successful Deployment of Office

03:00 PM2019-11-072019-11-07

Thursday, November 7: 3:00 p.m. - 3:45 p.m.

Many companies have the best intentions when it comes to providing employees with a new technology or system that aims to reduce cost, increase efficiency, or improve business processes. However, oftentimes the roll out is managed poorly, resulting in slow adoption and considerable resistance to “The New.” Many people are suspicious of change and focus on “What I will lose?” rather than “What I will gain?” from new technologies. In this (hands-on) session, Marshall shares her experiences deploying O365 solutions to her team, and how using the Prosci ADKAR change management model made everybody’s life significantly easier. ADKAR is a change management methodology that focuses on individuals and the stages they go through before, during, and after a change. By ensuring that change is managed properly, many change initiatives stay on and ahead of schedule as well as on or even under budget. Attendees leave this session with ideas for their own initiatives that require people to change how and with what they work, and with strategies to make them aware of and desire the change, gain knowledge and abilities to work with the change, and how to reinforce their new behavior.


, Application Development & Adoption Strategist, ICF

Thursday, Nov 7

Closing Keynotes


Keynote - Knowledge Sharing in a New Tech Future

04:00 PM2019-11-072019-11-07

Thursday, November 7: 4:00 p.m. - 4:15 p.m.

The possibilities are endless but what can we really expect in 2020? Our experienced speaker, who wrote the book Share- Point 2013 Consultant’s Handbook, coached people on metadata and taxonomies as well as apps for Office 365, and more, shares the most recent developments and promises for the coming years.


, Senior Product Manager, Microsoft


Closing Keynote Panel - 2020 & Beyond: Creating Resilience in Organizations & Society

04:15 PM2019-11-072019-11-07

Thursday, November 7: 4:15 p.m. - 5:00 p.m.

We live in a world which promises infinite choice, but are we more trapped in the patterns of past practice than we care to think? Is the hierarchical or matrixed organization fit for purpose in a world of increased uncertainty and volatility? Governments have increasing legitimate demands on their resources from citizens and the wider needs of the planet, but few resources to deal with it. Ideology and belief seem at times to triumph over fact, evidence, and reason. Have we gone beyond even post-modernism into a new world with constantly shifting paradigms and increasingly less time to adjust to them? Our panel looks at these questions from the perspectives of knowledge and complexity. They discuss transforming and revolutionizing the way we do business as we move into an uncertain future, how we satisfy our clients in an ever-changing technological age, and how, in our complex societies, we provide value, exchange knowledge, innovate, grow and support our world.


, Principal Consultant, Straits Knowledge and Author, Principles of Knowledge Auditing


, Founder & Chief Scientist, The Cynefin Company, UK

, Executive Director, National Center for the Middle Market, Fisher College of Business, The Ohio State University

, Founder and President, VectorAnalytica, Inc. and Author, Dynamics in Action: Intentional Behavior as a Complex System

Co-Located With