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Session Information

Registration Information

Hotel Information


September 17th and 18th

Monona Terrace and Convention Center Madison, WI


The 2018 CastIMS User Meeting is designed to provide expert knowledge on how you can fully utilize CastIMS to enhance all aspects of your business. All sessions will be packed full of useful information relating to CastIMS, Data Management, Quality Assurance and Compliance. The sessions will be presented in bite sized portions followed by audience influenced discussions. Registration fee is $195.00 per registrant.


Session Topics 


Monday September 17th

8:00 - Breakfast and Registration


9:00 - 11:30 Sessions


11:30 - 1:00 Lunch Break


1:00 - 2:30 Sessions


2:30 - 3:00 Popcorn Break


3:00 - 4:30 Sessions


4:30 - 6:00 Reception


Dinner on your own


Tuesday September 18th

9:00 - Breakfast


9:30 - 12:00 Sessions

Monday 9:00 - 9:45

Beyond the Call 

Identifying and gathering useful monitoring data

Monitoring your calls, employee activity and process controls are an integral part of your quality assurance and compliance programs. This session will look at how to utilize CastIMS to learn from that data and identify systemic issues and opportunities for improvement.


Monday 9:45 - 10:15

The Root of the Problem

Identification of accurate root causes and corrective actions

This session will provide an overview of successful root cause analysis processes and the best way to manage CastIMS Nonconformity reporting that won’t bog down your staff or leave issues to be open too long or closed too soon.


Monday 10:30 - 11:30

All Aboard!

Getting team, staff and management’s buy in and improving collaboration

Having a great tool like CastIMS is only part of the solution. Getting people to use it is the key to successful implementation of the system. This topic will be hosted by guest speaker Robin Welt and will provide helpful guidance on motivating team members to use the system to the fullest while reducing possible resistance.


Monday 1:00 - 1:45

What’s Trending?

Searching, reporting and trend analysis

CastIMS search functionality can be very powerful. In this session you will learn how to easily access critical items through detailed reporting capabilities and the benefits of the new feature of User Reports.


Monday 1:45 - 2:30

Developing Client Partners

Using CastIMS to go above and beyond customer service

CastIMS not only helps you keep track of client concerns and requests but can provide you with a structured format for monitoring your overall client satisfaction. In this session we will discuss the creative ways other users have integrated CastIMS with their customer service processes.


Monday 3pm - 3:30

The Prophet of Profit

Using client analytics to determine client profitability

What you collect for a client does not always reflect how profitable they are for your business. In this session we will discuss the various ways you can utilize CastIMS reporting data to identify the costs associated with your client’s business.

Monday 3:30 - 4:00

Know What You’re Selling

Marketing your quality assurance, compliance and CastIMS processes

You can differentiate yourself from your competition by utilizing your quality and compliance programs as a marketing tool. In this session we will provide marketing ideas and verbiage to support your sales goals.


Monday 4:00 - 4:30

CastIMS Best Practices

Sharing of great ideas

This session provides the opportunity to share unorthodox ideas for using CastIMS that work in your business as well as specific issues that cause challenges and how to overcome those challenges. Walk away with real-life strategies to using the system to the fullest.

Tuesday 9:30 - 10:15

Technology and People

Getting the most from IT staff

This session will cover creating a culture of accountability and partnership between your technology staff and operations, as well as attracting and maintaining talent. We will also cover some of the most common issues that lead to communication breakdowns between these two aspects of your organization.

Tuesday 10:15 - 11:00

IT Security for Normal People

Understanding and adhering to information technology security

You will leave this session with a more comprehensive understanding of the whys of information security, how encryption actually works and how to evaluate the security of vendor offerings. We will be covering both physical and logical security for your office.

Tuesday 11:15 - 12:00

The Importance of Data Standards

Getting data systems to work with each other

This session will focus on how to implement a standardization program for your systems, including both inbound and outbound data, why it is important, and how it can be understood within the context of process standardization. 

Tuesday 9:30 - 12:00

Maintaining Your PPMS™

Training on the benefits and requirements of PPMS™ (break-out session)

This break out session will provide an overview of maintaining PPMS™. We will review the PPMS™ Elements, what is required for PPMS™ certification and how CastIMS can relieve the burden of PPMS™ tracking.