User Adoption | Leadership

D365UG/CRMUG

UAD12 - User Adoption and Change Management Best Practices

Thursday, October 12
3:45 PM - 4:45 PM
Location: Hermitage B

Format: Presentation
Level: Basic

User Adoption. Everyone wants it… but how do you get it? In this session we’ll be joined by Amanda Goldsmith, CMO at Blue & Co., LLC, to discuss the benefits and tactics for applying a structured change management approach to CRM implementations. Emphasis will be placed on user adoption and change management frameworks that have proven successful.

Learning Objectives:




Amanda Goldsmith

Chief Marketing Officer
Blue & Co., LLC

As the Chief Marketing Officer at Blue & Co., LLC, a large regional accounting firm located throughout the MidWest and South, Amanda has brought a number of business development related initiatives to the Firm. One of the largest and most strategic missions she has spearheaded includes the deployment of Microsoft Dynamics 365 and the change management activities that have led to an active user base within the Firm.

Prior to her role at Blue & Co., Amanda spent seven years in the marketing department at global accounting firm KPMG, LLP in Columbus, Ohio. Her accounting marketing career started in Dayton, Ohio at Battelle & Battelle LLP which is now part of RSM. She holds a Bachelor of Arts degree in Digital Art from Bowling Green State University as well as a Master of Science Degree in Marketing and Communications from Franklin University in Columbus, Ohio.

Amanda is a co-leader of the Central Ohio CRMUG Chapter, a board member of the Arthritis Foundation of Central Ohio, and a volunteer with charities such as Big Brothers Big Sisters, Lifecare Alliance, and the United Way of Delaware County.

Presentation(s):

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Kristie Reid

VP Consulting
Sonoma Partners

Kristie Reid is a VP of Consulting at Sonoma Partners and is based out of Denver, CO. Kristie has over 18 years of business process design, CRM implementations, and CRM strategy consulting experience. As a certified Microsoft CRM professional, she has been delivering CRM solutions for over 14 years. Kristie has led projects ranging from Wholesale and Distribution, ISVs, Franchising, Professional Services, and Education. She holds a Bachelor’s degrees from Ohio University in Finance and International Business and Masters’ in Business and Information Technology from the University of Denver.

Presentation(s):

Send Email for Kristie Reid


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