Omnitas Round Table Event
19 september
Streamline Your Professional Services Operations (PSO)
Välkommen till Omnitas exklusiva Round Table event – Streamline Your Professional Services Operations, tillsammans med våra partners monday.com och Make.
Eventet är exklusivt designat för dig som vill få värdefulla insikter om hur du kan effektivisera hela arbetsflödet från lead till avslutat projekt.
Produkten som hanterar hela ditt arbetsflöde från leadgenerering till fakturering, allt inom monday.com.
Event partners
19e september, 2024
NÄR? – Den 19e september, kl 14.30
VAR? – Arenavägen 47, 121 77 Johanneshov
HUR? – Ett exklusiv event med nätverkande, inspirerande sessioner, live demos och avslutande mingel.
AGENDA
Vänligen notera att agendan kommer uppdateras löpande.
Save the date - 19 september
The agenda will be presented closer to the event.
14.30 – Dörrarna öppnas
Inspirationsföreläsningar
17.00 – Avslutande mingel
Inspirerande sessioner
Under evenemanget kommer du att få ta del av inspirerande sessioner som bland annat handlar om:
- Time & Resource Management, hur du kan på ett smidigt sätt förenkla tidsplanering och uppföljning för ditt team, koppla tidrapportering till projektuppgifter och få en omfattande översikt av teamets kapacitet.
- Fortnox och andra bokföringssystem, hur man automatiserar faktureringsprocessen, genererar fakturor baserat på rapporterade timmar eller fasta avgifter och minskar manuellt arbete för att säkerställa snabb fakturering. Allt inom monday.com.
- AI add-ons i monday.com, utforska olika add-ons som Omnitas tagit fram inom monday.com. Allt från hantering av content inom sociala medier, mötesuppföljning, outreach
och mycket mer. Allt för att du ska kunna effektivisera dina arbetsflöden och processer.
Workcanvas Workshop
Unlock your team’s creative potential with our interactive Workcanvas workshop!
This workshop will teach you how to use Workcanvas to ideate, create, and innovate like never before. Imagine a digital canvas where every idea comes to life, seamlessly connected to your monday.com boards. Unlike other digital whiteboard products, Workcanvas is integrated with monday.com, enabling instant task creation and streamlined project management.
What to Expect:
- Engaging Sessions: Learn the ins and outs of Workcanvas with live demonstrations
- Interactive Exercises: Participate in dynamic brainstorming activities
- Creative Techniques: Discover innovative methods to maximize your team’s creativity
- Collaborative Tools: Master the features of Workcanvas to enhance team collaboration
- Seamless Integration: Explore how Workcanvas connects with monday.com for effortless task creation
Whether you’re brainstorming for a new project, solving complex problems, or just looking to spark some fresh ideas, this workshop is designed to take your team’s creativity to the next level.
Make Workshop
Are you ready to elevate your project management and workflows? Join our inspiring workshop to discover how Make, integrated with monday.com, can transform your business with custom, fully automated solutions.
- Engaging Sessions: Learn how Make and monday.com work together with live demonstrations
- Custom Solutions: Learn how tailored automation can boost your efficiency and productivity and how integrating Make with monday.com facilitates smoother collaborative workflows, enabling your team to work more cohesively and effectively
- Collaborative Tools: Master the features of both platforms to enhance team collaboration
- Automated Folder Creation: Learn how to automatically create folder structures in your preferred cloud software for new and existing projects
- Task Creation Comparison: Compare templated task creation with monday.com’s native features versus Make’s automation
Whether you’re managing complex projects, planning workflows, or looking to enhance team collaboration, this workshop is designed to take your project management to the next level.
Från inspiration till handling...
Som deltagare på vårt evenemang kommer du att få en exklusiv gratis timme med en av våra experter.
Ett perfekt tillfälle där vi hjälper dig att omvandla inspirationen som du fått från eventet till konkreta resultat. Smart, eller hur?
Event speakers
Hear directly from the experts at our speaker sessions. Omnitas’ seasoned professionals will share cutting-edge insights, while monday.com themselves will unveil the exciting future roadmap. Most importantly, engage with current monday.com and Make users as they share real-world experiences, challenges, and triumphs in implementing and leveraging these powerful platforms within their organizations. This is your opportunity to learn from those who’ve been in your shoes, offering invaluable perspectives to take your business solutions to the next level.
Vad är Omnitas
Professional Services Operations?
Vi har skapat en produkt med en helhetslösning – PSO
Denna produkt hanterar hela arbetsflödet från leadgenering till fakturering – allt inom monday.com.
– En lösning inom monday.com
– Förbättrad och tydlig kommunikation mellan avdelningar
– Tidsrapportering inom projekt och team
– Automatiserad fakturering
– Transparens med dina kunder
Speakers at our previous events
Matthew Downing
VP of Engineering – Raymarine
Matthew Downing is the VP of Engineering at Raymarine. With over 15 years of experience, he has led various R&D groups and departments. His big passion for technology and design has taken him across the Automotive, Broadcast, and Marine Industries.
At Raymarine, Matthew plays a crucial role in enhancing productivity through Agile methodologies and Value Stream Mapping. He also contributes to the promotion and implementation of Digital Services Technology in new Marine Products.
When he is not working with the latest technology, he spends his time sailing and working on his 80-year racing boat based in Portsmouth.
In his upcoming presentation, Matthew will present how monday.com has been integrated into Raymarine as a tool for R&D capacity planning and project management.
Ross Chambers
Director of New Business, Marketing & Brand
– Billing Finance
Ross is responsible for the commercial performance of Billing Finance, specifically in the automotive space. He has overall responsibility for the sales function, both internally and externally. Additionally, Ross oversees the direct-to-consumer proposition, first-line operations team (underwriting & payout) and the marketing and brand team. Ross has 20 years of experience in leadership, mostly in the financial sector. He is a passionate leader who strives to create inclusive cultures. Billing Finance uses monday.com to power their sales team by optimising schedules, facilitating contact strategies and managing insight.
At the event, Ross shared how monday.com has transformed their projects, more specifically, from a sales perspective. He went through the improvements they’ve had with contact strategy, lead management, relationship management, commercial opportunity, and more.
Poppy Hannan
Lead Integration Engineer – Flydocs
Poppy Hannan is the Lead Integration Engineer at flydocs. With over 5 years of experience in the Software as a Service sector, she’s had the pleasure of delivering implementation projects to businesses across various industries. At flydocs, the in-house designed software is tailored specifically to the unique needs of the aviation industry, providing their clients with a platform that allows them to create real value from their assets.
In Poppy’s presentation, she shared how their project management process has evolved, thanks to the implementation of monday.com. One of the most significant improvements they’ve seen is in their collaboration efforts. As an international and remote team, it’s crucial to work together seamlessly, and monday.com has allowed flydocs to do just that.
Kim Elliott
Business Support Manager – Global HSE Solutions
Kim is a dedicated professional with a passion for streamlining and improving efficiency. With over 3 years of experience as a Business Support Manager at Global HSE Solutions, and a background as an Office Manager. At Global HSE Solutions, she has played a crucial role in enhancing the organisation’s productivity and effectiveness through software solutions. She is known for her ability to streamline processes, improve communication, and ensure everything runs like clockwork. One of her standout qualities is her proficiency with software solutions like monday.com. She has used monday.com for over 6 years to efficiently plan and execute business processes, track progress, and increase collaboration with colleagues.
In Kim’s presentation, she explained how she integrated monday.com into the business and designed the platform to follow the Operational & Commercial processes and Client Frameworks.
Kyle Tansill
Digital Manufacturing Solutions Architect – Saint-Gobain
Prior to leading Digital Manufacturing Strategy in Saint Gobain’s Life Sciences business unit, Kyle had 15 years of experience in electrical installation, maintenance and automation engineering. This experience, coupled with a child-like curiosity about the power of technology, has led him to drive initiatives that focus on providing value in the trenches of the shop floor. Alongside a degree in Computer Science, Kyle holds vocational qualifications in electrical installation, machinery safety, automation engineering and Agile methodology. His greatest passion now is to find a way to bind people, technology and the business to drive ‘universe-denting’ operational change over the isolated successes he has witnessed since the conception of i4.0.
At the event, Kyle guided us through their situation before monday.com, why they chose it, best practices and lessons learned. He also showed us the tools they’ve built with the help of Omnitas and went through a specific use case focusing on the usage of monday.com in Saint-Gobain’s plant in California.
Alex Martins & Carmen Pop-Tiron
Head of Finance & Head of Operations – Homewings
Carmen and Alex are a problem-solving duo who have developed various productivity solutions for businesses over the last 4 years, with a focus on accuracy, consistency and scalability.
Alex is at his best when things are not working as they should. With a degree in Economics and qualified as Change Manager and PRINCE2 practitioner, he is passionate about continuous improvement and efficiency, two areas he has been concentrating his efforts as Head of Finance for Homewings.
Carmen has studied Comparative Literature at Queen Mary, University of London, and applied her creative analysis and solution finding methods to develop “plug and play” tools for film and music festivals for the last 12 years, before joining Homewings as Head of Operations to help scale up and adapt the B2C business operations to the commercial sector.
Together they discussed how Make has helped in overhauling and streamlining business processes, from raising purchase orders to managing invoice flow, linking different platforms and documents to manage data flows and automate tasks.
Daniel Scott
Head of Business Operations – Onto
Daniel has 10 years of experience working in operational roles at UK startups. After leaving Onefinestay, he co-founded and served as COO at vacation rental management startup Airsorted (now Houst) before joining Onto to establish a high-performance Business Operations team. Daniel is passionate about using technology and operational design to better serve customers and the business, and ideally to do so at a rapid clip.
Daniel’s presentation showed how Onto used Make to build an automated invoicing process for ad hoc charges, and explained where he sees Make can offer most value to a business’s customer operations.
Lexi Niccolls
Creative Operations Manager – OVO Energy
Lexi is the Creative Operations Manager within OVO Energy’s Creative Studio (or as they refer to themselves: the beating heart of the Brand and Marketing department). Over the past year, Lexi has successfully managed the rollout of monday.com across the team and wider business, which has been instrumental in streamlining many of their creative and operational processes: think automated briefing forms, resource and
project management, custom workflows, and reporting.
In this session, Lexi took us through their unique setup and provided valuable insights on how OVO’s Creative team managed to bring all their operational processes under one system.
